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Healthcare-IT managed services

Know before
they tell you.

Partner Success Pulse turns your team's weekly status update into a 5-minute swipe review — and turns that into a real-time risk queue your leadership can act on before a client relationship goes sideways.

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Purpose-built for teams managing Epic, patient portal, and 24/7 service desk relationships with hospitals and health systems.

The gap every client-services team has

The people closest to a client are the last ones with time to write it down.

Account managers know when a relationship is slipping weeks before leadership does. Between tickets, escalations, and real client work, "update the tracker" is the first thing that gets skipped.

01

Status updates nobody has time to write

Spreadsheets and status emails ask account managers to summarise a whole week from scratch. Most weeks, it doesn't happen — until the account is already red.

02

Leadership finds out too late

By the time an at-risk account reaches a VP's desk, it's already an escalation, not an early warning. There's no queue, no priority order — just a scramble.

03

Sales sees too much, or too little

Give Sales full account access and internal notes leak into a renewal conversation. Give them nothing, and they can't tell which accounts are ready to reference or expand.

How Partner Success Pulse works

One weekly habit.
Three teams, exactly the view each one needs.

01

Account managers: a 5-minute swipe review

Swipe through the week's accounts once. Mark what changed — status, SLA, sentiment, service-by-service health, escalations, staffing, backlog, stakeholder engagement — or mark "no change" and move on.

02

Leadership: a prioritised risk queue, not a flat list

Every account is ranked by a transparent formula — status, trend, active escalations, open help requests — so attention goes to the account that needs it most, first. Not a black-box score.

03

One tap: the executive brief writes itself

Portfolio snapshot, at-risk accounts, accounts on watch, positive momentum, and recognition — assembled automatically from that week's real updates.

04

Sales: exactly what they're allowed to see

A permission-gated client directory shows only approved commercial information — referenceable accounts, approved expansion opportunities — with a built-in reference-request workflow. Internal notes never cross that line.

Hover or tap a step to see it in the app

Built for real client-services teams

Made for the teams who live and die by renewal season.

Purpose-built for healthcare-IT managed-services providers — teams running Epic application support, patient portal support, identity and access management, cybersecurity monitoring, revenue cycle support, and 24/7 service desks for hospitals and health systems. It generalises cleanly to any B2B managed-services organisation — healthcare is where we start, not where we stop.

Epic Application Support Patient Portal Support 24/7 Service Desk Identity & Access Management Cybersecurity Monitoring Revenue Cycle Support
What's inside

Everything a weekly review needs. Nothing a 40-tab platform doesn't.

Swipe-card weekly review

5 minutes, not an hour.

Transparent priority queue

Every ranking has a stated reason.

One-tap executive brief

Auto-written from real weekly data.

Escalation flagging

Nothing falls through silently.

Recognition loop

Leadership sends kudos straight to the owner.

Permission-gated Sales view

Referenceable & approved-expansion only.

Built-in reference requests

Sales asks, the owner fulfils. No email chain.

Full account history

Every change, timestamped and attributed.

Simple, team-based pricing

Priced for a real team, not a per-seat spreadsheet.

Starter

$1,499/mo
  • Up to 8 account-manager seats
  • Unlimited leadership & Sales viewer seats
  • Up to 60 tracked accounts
  • Weekly auto-brief
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Most teams start here

Growth

$3,499/mo
  • Up to 20 account-manager seats
  • Up to 200 tracked accounts
  • Reference & expansion workflows
  • Priority support
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Enterprise

Custom
  • Unlimited seats & accounts
  • SSO
  • Custom health dimensions
  • Dedicated onboarding
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Still deciding

Answers and context, if you're not ready to talk yet.

FAQ

Common questions about pricing, access, and how it fits your process

Straight answers on Sales access, CRM overlap, pricing tiers, and what happens as your client base grows.

Read the FAQ Article

Why healthcare IT managed services firms are outgrowing spreadsheets

What breaks first as the client base grows, and what a purpose-built client-health system actually needs to do differently.

Read the article

Structuring success, one partnership at a time.

See what a 5-minute weekly habit looks like when it's actually built for the people doing the work — and what it feels like for leadership to stop finding out about problems last.

Book a live demo