# Custify Customer Success Software


> Custify is customer success software for B2B SaaS companies. Custify helps customer success teams centralize account data, monitor customer health, detect churn risk, manage renewals, optimize onboarding, identify expansion opportunities, and automate customer success workflows with AI agents.


Custify is built for post-sale customer success teams that manage SaaS accounts, retention, adoption, renewals, and expansion. The platform uses AI agents to surface account signals that would otherwise go unnoticed. All new Custify customers receive a concierge onboarding experience, with setup completed in under four weeks.


## Customer success software pages


- [Customer Success Software](https://www.custify.com/): Main overview of Custify's customer success platform for B2B SaaS teams.
- [Customer Success 360](https://www.custify.com/product-360): Unified customer view for account health, product usage, lifecycle data, tasks, and customer activity.
- [Customer Health Dashboard](https://www.custify.com/product-health): Custom health scoring for churn risk, adoption, renewal readiness, expansion signals, and customer segmentation.
- [Customer Success Automation](https://www.custify.com/product-automation): Playbooks and customer success workflows triggered by account signals, lifecycle events, health score changes, and AI-generated automation flow suggestions.
- [Customer Success Task Management Software](https://www.custify.com/product-tasks-and-alerts): Task workflows for CSMs, including manual tasks, automated playbook tasks, alerts, and AI-suggested follow-ups.
- [Customer Success Dashboard](https://www.custify.com/product-dashboards-and-reports): Reporting and dashboards for customer success leaders tracking customer health, retention, adoption, team activity, and account performance.


## AI customer success pages


- [AI Customer Success Tool](https://www.custify.com/ai-customer-success-features): CustifyAI agents monitor accounts, prepare meetings, surface churn risk, analyze customer and market signals, create tasks, draft follow-ups, and support customer success workflows.
- [Calculated Metrics](https://www.custify.com/calculated-metrics): Custom metrics built from account data, product usage, events, and customer signals for health scoring, automation, dashboards, and reporting.


## Retention and expansion pages


- [Upsell and Cross-Selling Software](https://www.custify.com/growth-upselling-software): Expansion workflows for identifying upsell and cross-sell opportunities inside customer accounts.
- [Customer Success Survey Software](https://www.custify.com/surveys-csat-promoter-score): CSAT and Promoter surveys connected to customer journeys, health scores, playbooks, and account insights.
- [Customer Portal](https://www.custify.com/customer-portal): Customer-facing portals for QBRs, onboarding progress, shared tasks, lifecycle status, value reporting, and customer collaboration.
- [Concierge Onboarding](https://www.custify.com/concierge): Guided, white-glove onboarding and implementation support for new Custify customers, helping teams configure the platform, connect customer data, set up workflows, and launch faster.


## Company and buyer pages


- [About Custify](https://www.custify.com/about): Company information for Custify SRL, a customer success software company based in Bucharest, Romania.
- [Pricing](https://www.custify.com/pricing): Pricing information for Custify's customer success platform.
- [Request a demo](https://www.custify.com/request-demo): Demo request page for teams evaluating Custify.
- [Request assessment](https://www.custify.com/request-assessment): Customer health assessment request page for SaaS teams that want expert analysis of customer health, risk, and account signals.
- [Contact](https://www.custify.com/contact): Contact page for sales, marketing, partnerships, collaborations, and support.


## Optional resources for customer success


- [Custify Blog](https://www.custify.com/blog): Educational articles about customer success, SaaS retention, churn, onboarding, renewals, health scores, customer success operations, and AI in customer success.
- [Best Customer Success Software](https://www.custify.com/blog/free-and-paid-customer-success-tools/): Selected pillar guide comparing customer success software and tools for SaaS teams evaluating customer success platforms.
- [Customer Health Score Guide](https://www.custify.com/blog/customer-health-score-guide/): Selected pillar guide explaining customer health scores, account health signals, scoring models, and how CS teams use health data to reduce churn risk.
- [Customer Churn Guide](https://www.custify.com/blog/customer-churn-guide/): Selected pillar guide covering customer churn, churn causes, churn prevention, retention workflows, and SaaS churn reduction.
- [Customer Success Strategy Guide](https://www.custify.com/blog/customer-success-strategy-guide/): Selected pillar guide covering customer success strategy, CS planning, retention programs, onboarding, renewals, and expansion management.