Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reducing churn and increasing lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place.
Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
Customer 360 view
No more spreadsheets! Get all the customer data from your CRM, support, billing, and other systems in one place.
Automatically identify growth, renewal, and upsell opportunities.
Tasks and Alerts
Get notified when a customer is stuck in onboarding, at risk of churning, or due to renew.
Identify at-risk customers and reduce unwanted churn. Track your KPIs and define health scores.
Create playbooks and automate workflows to focus on white-glove tasks.
Understand product adoption and increase customer satisfaction during onboarding. Then encourage customers to renew their contracts and become advocates.