Build customer success the right way with Custify:
- Award-winning customer success features
- Guided implementation & onboarding
- Dedicated support with 98% NPS
- Seamless integration in your tech stack
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.
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
Since using Custify we've been able to track our onboarding process and provide a top-notch experience to our customers. We can see which trials are actually performing well and the sales team can put more effort into the ones which are actually showing signs off. This had a positive impact on our closing rate.
Customize one view to fit your needs with all relevant customer data.
Sort your clients by any metric and tailor your strategy for each of them.
Enable detailed customer interaction strategies and track related lifecycle metrics.
Identify opportunities and risks early by creating personalized scores.
Set custom triggers and get a Slack message, email, or notification.
Set custom tasks for CSMs when certain actions occur.
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.
Powerful native integrations so you can consolidate your data and reports in one point.
Our customer success team will guide and help you at any given time. From onboarding to adoption or just technical support, we are by your side.
Lead Customer Success Manager
“ At Custify, every client has different needs, so we create a custom onboarding process specific to each company. We work together to achieve their success as quickly as possible. ”
Define success for your
product use case
Step by step guide for
your development team
Verify your implementation
& provide feedback
Train your team