Custify helps us to identify upsell opportunities and churn risks very quickly. We now have better retention and a higher CLV.
Yazan Sehwail
Co-Founder & CEO - Userpilot
Your Solution for Account Expansion
Easily find upsell opportunities and act on them
Looking to grow revenue?
Our software highlights expansion opportunities, showing customers ready for an upgrade or new features.
Never miss a beat with our custom alerts!
Automated reminders keep your CSMs in the loop,
while our health scores show who's due for an upsell so you can make every opportunity count.
Unmatched Customer Growth
Automate expansion: maximize your reach
Why manually push upsell and cross-sell opportunities when our software can do it for you? Custify’s automations mean your CSMs can focus on relationship-building, not data digging.
From auto-emailing the hottest upsell candidates to setting precise triggers for that well-timed nudge, we've got you covered. Custify ensures you reach out when it matters most.
Customer-driven Collaboration
Team up for expansion: easier upsells, happier clients
Let's get everyone on the same page!. With Custify's Customer Success 360 view, your team gets a unified look at each customer. No more 'he said, she said' when it comes to customer details.
From notes and emails to custom alerts, we make sure no-one's out of the loop. That means your Sales, Customer Success, and Marketing teams can handle upsell opportunities based on a unified customer success strategy.
Recognized leader in customer success. Loved by CS teams
Ever feel like you're throwing spaghetti at the wall to see what sticks? No more! Custify does more than handle upsells and cross-sells, it’s a
customer success software
that gives you real insights on what your customers are really up to, so you can focus your efforts.
Let your CSMs feel like data wizards. From pinpointing who to message to forecasting your next account expansion, we've got you covered. Make decisions you can bank on: no more guesswork, just growth.
>
>
>
>
Follow a Strategic Approach
Be there when customers want to grow: any channel, any time
You know those magical moments when you're right there, just as a customer needs you? It’s our mission to make those happen. With Custify, your CSMs can swoop in, whether it's through email, chat, or even SMS.
No more missed opportunities or lost threads. From custom onboarding processes to custom proactive messages, we make sure you’re always top-of-mind when your clients want more!
>
>
>
>
>
>
>
>
How is our customer success software used for revenue expansion?
“
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
Bottom line benefits:
Your upselling strategy is yours to make. Custify gives your CSMs the tools to scale and automate it for enhanced proactivity and reach.
More Revenue, Less Guesswork
Custify helps you spot those upsell and cross-sell moments that can secure client expansion and increase your MRR.
Scalable Customer Growth Strategies
Use automation and AI-driven insights to find new ways to grow with your current customer base, without breaking a sweat.
Streamlined Operations
All your customer data in one place and automated comms to boot. Less time on admin, more time following the
customer success strategy.
Forecasting and Predictive Analytics
Get a handle on future customer growth needs and trends, enabling proactive planning and more accurate forecasting the potential for revenue expansion
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
Ready to Boost Account Expansion and Grow Customer Lifetime Value?
Unlock growth with Custify's data-driven insights tailored for customer expansion.
Upsells specifically designate customer upgrades to a product or service with a higher value, while account expansion designates the total growth of a customer base, whether that is revenue growth or otherwise (deeper relationships, advanced partnerships, or anything that leads to an increase in value).
Upselling as a tactic of growing current customer accounts is typically good. However, it’s not always so - you may not want to propose upsells to customers who are in financial dire straits or that don’t need a higher value version of your offer. That may have an adverse effect and lead to customer churn. Our upsell and cross-sell software can intelligently use account signals to identify moments when customers are open to expansion. You can then set it up to alert you when that happens.
Cross-selling, or the selling of complementary products or features next to the main purchase, is safer than upselling. It’s known as the “would you like fries with that” tactic - basically, you’re offering a second product or service that pairs well with what the customer already bought (or is in the process of buying). One great advantage of cross-sells is that it targets customers close to the moment of the sale, when they’re already in a spending mentality.
You can maximize customer expansion by determining when customers are most open to upsell proposals, determining how you can add value to their business through those proposals, and then using your customer success software to find those moments at scale for your entire customer base. Then all you have to do is reach out when the time is right for every account under your purview.
You can further research tactics for SaaS upsells and cross-sells in our guide.
Customer success resources, not just software
Are you a customer success manager to enhance your team’s performance?
We’ve put our experience in writing these detailed guides.
How to properly scale your customer success operations
Usage guides
Eguide
Short guide that will help you scale your customer success operations. From influencing factors to the essential steps for each growth phase.
Selling the Customer Success Story Internally
Usage guides
Eguide
While companies understand the relevance of CS, they need a data-backed argument in order to allocate proper funds. This guide helps you advocate internally for the CS department.
Customer Success Strategy
Usage guides
ChurnSegmentsCustomer 360
Free pdf guide with Everything you need to know about creating your first customer success strategy. With detailed examples and insights.
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.
>
>
>
>
>
>
>
>
>
>
>
>
