The Very Best Customer Success Platform

How to Turn Customer Success into a competitive advantage

A single tool to ensure the success of your customers & your business. Let’s see some reasons why you’ll love using Custify’s customer success management platform:

Prevent & Reduce Customer Churn

Prevent & Reduce Customer Churn

Get Insights into Client App Usage

Get Insights into Client App Usage

Analyze & Improve Onboarding

Analyze & Improve Onboarding

Automate and Simplify Tedious Tasks

Automate and Simplify Tedious Tasks

360 View of All Customer Data

No more searching across multiple tools & spreadsheets for client data. Customize one view to fit your needs.

  • Track all existing customer touchpoints
  • Enhance cross-department collaboration & campaigns
  • Understand product feature usage and user onboarding
View Customer 360
360 View of All Customer Data

Customer Health Scores Adapted to Your Needs

Leverage your data in our customer success management platform to create personalized health scores specific to your KPIs.

  • Identify customer problems and predict churn
  • Prioritize customers who need your help the most
  • Find opportunities to upsell or cross-sell
View Customer Health Scores
Customer Health Scores Adapted to Your Needs

What Customers Say About Our Customer Success Platform

From growing SaaS businesses to large enterprises, Custify's customer success management platform helps teams around the world.

Automate & Simplify with Playbooks

Stop wasting time on mundane tasks. Automate them with Custify CS software and free your time.

  • Automate welcome and onboarding emails
  • Implement custom renewal flows
  • Send alerts and set tasks for team members based on custom metrics
View playbook automation
Automate & Simplify with Playbooks

Simple Segments, Endless Possibilities

Create dynamic segments by connecting any data points like demographics, billing or app usage in our customer success software.

  • Create custom automation playbooks for each segment
  • Set custom health scores for a specific segment
  • Generate custom reports
View segmentation for customer success
Simple Segments, Endless Possibilities

Understand Customer Lifecycles

Enable detailed customer interaction strategies and track related lifecycle metrics.

  • Track customer journeys and get a global view of their progress
  • Help clients that get stuck during onboarding
  • Define goals that they should meet, then get automatic alerts if they don’t
View segmentation for customer success
Understand Customer Lifecycles

Find Upsell and Growth Opportunities

With this customer success platform, you will never leave another upsell opportunity on the table.

  • Identify the customers most likely to purchase additional services
  • Set automatic playbooks with personalized messages
  • Set alerts or auto-assign CSMs to accounts with potential
Find Upsell and Growth Opportunities

Trusted, Top-Rated Customer Success Platform, Used by the Best CS Teams:


Usage Insights with Custom Dashboards

View customer data in custom KPI dashboards adapted to each team member.

  • Track health scores by their relevant segment
  • Identify churn risk and opportunities in one view
  • Monitor CSM performance and activity
View customer success integrations
Usage Insights with Custom Dashboards

Easy Integration, Endless Possibilities

A customer success management platform is only as strong as its integrations and Custify is here to adapt:

  • Sync data from your tech stack in minutes
  • Get up and running without dev work with preset integrations
  • Need custom work? Our comprehensive API is the fastest way to get it done
View customer success integrations
Easy Integration, Endless Possibilities

Learn Why Customer Success Teams are Switching to Custify

Set a custom demo today and take the first step to a best-in-class customer experience.

Risk free, no credit card.

Customer Success Resources, Not Just Software

Are you a customer success manager looking to enhance your team's performance? We've put our experience in writing these detailed guides.

EBook

The Full Guide to Customer Health Scores

A comprehensive free PDF guide to Customer Health Scores: everything there is to know about how to set and use them.

EBook

Customer Churn – The Ultimate Guide

The definitive guide on SaaS churn: everything we know about preventing customer churn and reducing MRR churn with examples.

EBook

The Essential Guide to an Outstanding Customer Success Strategy

From lifecycle to onboarding & metrics, this is a comprehensive free guide with tactics and steps for developing your customer success strategy.

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