Move effortlessly from scattered documents and spreadsheets to fully automated, AI-enabled customer
success automation. Give Custify all your CS knowledge, and the platform takes it from there.
Meet Your New Colleagues:
Advanced AI Customer Success Agents
Custify’s AI agents unify all CS data into a single source of truth you can chat with and uncover signals humans
could miss. Your new AI teammates are designed to monitor accounts 24/7, augment CSM work, free up time,
and bring clarity to your accounts. Forget about generic AI, say hello to real CS-driven intelligence!
Always be Ready For a Call
Meeting Prep Agents
Get a reliable assistant for complex CS workflows. Custify’s AI agents pull recent account signals,
build QBR agendas, prepare slide decks, suggest talking points, and automatically assign follow-up
tasks. All outcome-driven, all automated.
Catch Signals Early, Act Fast
Customer Health Agents
Your new customer health agents are always on, watching accounts, surfacing
churn signals, checking sentiment scores, and reviewing customer interactions. AI
agents then flag risks, validate actions, and implement solutions, all in one smooth,
uninterrupted flow.
Ask Anything, Anytime
Agentic AI Teammates
Simply talk to your Custify AI customer success agents on Slack. Ask for insights
into all the clients in your portfolio, explore usage deviations, take notes, automatically
create tasks, or draft emails. CSMs can now delegate operational tasks and free up time
for critical accounts.
Find Hidden Account Insights
Market Analysis Agents
Some account signals may lie hidden in press releases, headcount changes, or M&A activity.
AI agents do in-depth market research and uncover hidden truths by tracking key contacts, champions,
company news, then matching any sudden shifts to recent sentiment scores and relationship drift.
Market signals
Agents scanning external sources
Sudden shift
News Agent
Research Agent
From Vision to Execution
AI-Powered CS Playbooks
Build fully customized playbooks with
just a few hints. Whether it's renewal
workflows or upsell strategies, Custify’s AI
tool crafts step-by-step flows tailored to
your needs.
Condense lengthy customer histories
into concise, actionable summaries. From
health scores to churn risks and SWOT
analysis, Custify’s AI tool for customer
success provides everything you need to
drive results quickly.
"Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything.
Now, everything is centralized, and I can focus on our customers without getting lost in mundane
work. We've become more efficient, and our ability to engage and support our customers has greatly
improved."
Quickly review key points from lengthy email chains or customer meetings. CustifyAI's conversation
summaries keep your team aligned without wasting time.
How do our clients use Customer Success 360 & Custify?
"
Before Custify, I would lose an entire day sending the same email over and over again, checking
metrics, and scheduling meetings. Now, my inbox is empty at the end of the day because Custify
does everything for me.
Stijn Smet Team Lead Customer Success
"
Before Custify we used spreadsheets to handle any client management workflows and we were spending
far too much time doing manual tasks that could have been automated. Since using Custify, our team
can handle 3X more clients with more care and attention to each of them, through the removal of
all of the tasks and communication lines that they needed.
Daniel Snider - Automation Lead & SM Strategist
"
One of the things that we liked too, was that the product was young. Some of the other platforms
that we saw were clunky. They had every feature under the sun that we were asking for. But it also
meant that there was no flexibility in how things would be able to get built out or in any of our
requests
Ailyn Mendoza Director of Customer Success & Support
Learn more about Custify’s customer success features
Yes! Custify AI comes with built-in churn risk scoring and customer churn tracking. On login, you can see quick account summaries on your dashboards that include both a
churn score and detailed churn analysis. Custify’s AI-first customer success platform monitors account signals and prevents churn for you, notifying lead CSMs about any concerning trends while the necessary actions are implemented by Custify’s AI agents.
Custify integrates seamlessly with CRMs, customer service tools, and analytics platforms like HubSpot, Salesforce, and more.
From playbooks and customer summaries to follow-up tasks and conversation highlights, CustifyAI removes manual bottlenecks.
All models run on AWS Bedrock, fully SOC 2 compliant. No customer data is stored in the models beyond generating responses.
Yes, admins can enable or disable CustifyAI features at the account level.
Notice:
Notice: This website or its third-party tools use cookies, which are necessary to its functioning
and required to achieve the purposes illustrated in the privacy policy. If you want
to know more or withdraw your consent to all or some of the cookies, please refer to the
privacy policy
. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree
to the use of cookies.
