Are you still sending notes by email and sharing files with Drive links? How are your customers keeping track? It’s time to boost collaboration and improve onboarding processes with a configurable customer portal. Share tasks, notes, documents and much more.
Improve time-to-value with a dedicated collaboration portal
Your customers are tired of going through sheets, emails, and calendars just to keep up with your onboarding. Modern CSMs create transparency for their customers by providing a collaborative view of their customer data, shared work, and common tasks.
All-in-One Customer Portal
Provide a self-service resource repository
What if your customers had everything they needed from you in one portal for your customers’ success?
Make their life easier and reduce churn by keeping all shared documents, discussions, and notes in one accessible location.
Customer Success KPIs Dashboard
Create transparency & visibility
Do your customers feel lost in their onboarding? Do they have too many email threads, sheets and notes to check?
Custify’s Customer Portal lets you fix this by providing a clear view of upcoming tasks and meetings in a single customer success dashboard with metrics and KPIs at hand.
Control Center for Customer Data
Show the right information at the right time
How many times have your customers asked you about status updates or specific datapoints.
Improve CX by showing the most relevant KPIs, notes, and documents through each lifecycle step straight from your customer success software.
Master CS Productivity
Improve Task Management and Tracking
Improve efficiency by assigning tasks and providing a clear view of deadlines and progress from both sides.
Empower clients to take ownership of their responsibilities, track their work, and complete tasks on time, driving success for both parties.
Recognized leader in customer success. Loved by CS teams
Our portal completes our already powerful customer success platform.
It’s not another tool that you need to integrate with your stack to show generic data.
The Custify Customer Portal can dynamically change based on your customer success strategy and customer lifecycle stage.
It takes the data you already sent us and shows your customers’ KPIs, health scores,
and the custom dashboards you built in Custify.
How do our clients use Custify’s customer success portals?
“
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
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
Modern CSMs use customer portals. Are you one of them?
A better experience for your customers, fewer headaches for your team. Our Customer portal can be set up in minutes.
To create a customer portal, all you need to do is speak with your assigned Custify CSM and then build a template with all the details you require for your customers. You can also compile multiple templates for use with different customers or segments.
Anything you want them to see! With Custify, we don’t limit what you can achieve - instead, you start with a blank template and are able to add anything that seems like valuable for your customers to have. You can even use health scores in the customer success 360 view, along with other Custify features, to determine what your client base values the most. Then, using those insights, compile specific, value-aligned templates for your customer portals, publish them, and send them to your customers via the Share function.
A good customer portal improves customer communications, makes it easier to manage your tasks, helps you be more proactive, and assists customers with self-service options. Portals reduce the number of support requests, reduce friction and churn, allow you to zero in on the most important, value-adding activities in your workflow. While our CSMs are there to help every step of the way, it’s you who decides what makes the most sense to add in your Custify customer portals.
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