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Zudo brings your customer relationships into one workspace. Instead of switching between your CRM, issue tracker, inbox, and spreadsheets, you get a single view of every account — with health scores that update daily, AI that writes your call prep, and reporting that works across everything.

Quick Start

Create your organization, connect your tools, and add your first account.

Account Health

How the 0–100 health score works and what drives it.

AI Meeting Prep

One-click briefings with agenda, risk analysis, and discovery questions.

Integrations

Connect Vitally, Linear, Gmail, and Fireflies.

Custom Reporting

Build any chart across accounts, requests, meetings, tasks, issues, and emails.

Webhook Actions

Run custom JavaScript to automate Vitally trait updates.

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Core capabilities

Health scoring — Every account gets a daily 0–100 score based on email response time, meeting frequency, open requests, issue resolution, and recent activity. You can override the score with a manual CSM Pulse when you know something the data doesn’t. Learn more → AI-powered prep — Meeting Prep pulls your last 10 meetings, recent emails, open requests, tasks, and health data to produce a structured briefing with a suggested agenda, risk assessment, and questions to ask. Account Summary does the same thing over any time range you choose — useful for QBRs, handoffs, and renewals. Learn more → Request prioritization — Feature requests combine a 0-100 Impact Score, a request default plus per-account Customer Urgency, and a live Backlog Rank. Your product team gets a stack-ranked list without losing the human context behind the ask. Learn more → Reporting — Pre-built analytics dashboards track health trends, request volume, meeting cadence, and task throughput over time. Custom Reporting lets you build any chart from six object types with filters, aggregations, and KPI cards — then save them to shareable dashboards. Learn more → Integrations — Sync accounts from Vitally, link issues from Linear, pull meetings from Fireflies, and track emails from Gmail. Everything feeds into the account timeline automatically. Learn more →