Customize one view to fit your needs with all relevant customer data.
Automated Workflows:
Automate your follow-ups, renewals, and onboarding tasks, freeing your CS team to focus on strategic growth.
Comprehensive Customer Data:
Access a unified view of your customers’ journey, turning every touchpoint into an opportunity for success.
“
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
A Platform for any Challenge:
Customer 360
Customize one view to fit your needs with all relevant customer data.
Segmentation
Sort your clients by any metric and tailor your strategy for each of them.
Customer Lifecycle
Enable detailed customer interaction strategies and track related lifecycle metrics.
Health Scores
Identify opportunities and risks early by creating personalized scores.
Custom Alerts
Set custom triggers and get a Slack message, email, or notification.
Task Management
Set custom tasks for CSMs when certain actions occur.
CSM rating
Track client health using a custom rating given by your staff.
Automation / Playbooks
Build powerful playbooks and stop spending time on tasks that can be automated.
Integrations
Powerful native integrations so you can consolidate your data and reports in one point.
Recognized leader in customer success. Loved by CS teams
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