Professional CRM

How to Track Relationship Scores

See your entire network health at a glance

Relationship scores help you understand the strength of every connection in your network. NexaLink CRM's AI analyzes interaction frequency, recency, and engagement to score each relationship so you know who needs attention.

Difficulty:Intermediate
5 minutes setup, ongoing monitoring
Tools:
NexaLink CRM

Before You Start

  • NexaLink CRM account
  • At least 10 contacts with interaction history

Step-by-Step Guide

1

Enable Relationship Scoring

Go to CRM Settings and turn on the Relationship Scoring feature.

Tip: Scores start appearing after 2-3 interactions with each contact
2

Understand the Score

Scores range from 0 to 100 based on interaction frequency, recency, and depth of engagement.

Tip: A score above 70 means a healthy active relationship
3

Review Your Dashboard

The CRM dashboard shows relationship score trends with alerts for contacts whose scores are dropping.

Tip: Pay attention to 'Needs Attention' alerts for contacts below 40
4

Act on Score Changes

When a score drops, NexaLink suggests actions like sending a message, scheduling a call, or sharing an article.

Tip: Small interactions like commenting on LinkedIn posts can boost scores
5

Set Score-Based Reminders

Configure automatic reminders when any contact's score drops below a threshold you set.

Tip: Set different thresholds for VIP contacts versus general network

Why This Matters

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

Pro Tips

Expert advice to get the most out of this workflow

Check your relationship dashboard weekly during your network review
Focus on maintaining scores for your top 20 most valuable relationships
Use score trends to identify relationships that are growing or fading
Combine scores with priority tags for a complete relationship strategy

Related Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Try It?

Follow this guide and track relationship scores in just 5 minutes setup, ongoing monitoring.

Download on App StoreGet it on Google Play