Stop wasting time in spreadsheets. Get 360 degrees of customer analytics, including product usage, product adoption, health scores, and customer lifecycles in seconds and stop guessing who needs your help.
We've gained a 360 degree view of our clients & it's allowed us to improve our customer focus and refine our CS strategy.
Matthew Rozek
Global CS & Support Director Quadient
Unite around a 360 view of customer data, owned by CS
Bring in all the relevant data from various systems and platforms to your customer success software. Customize your dashboard for 360 customer experience, with custom inputs, integrations and your own metrics.
Customer 360 Analytics
Track Customer Health with Ease
Maintain a close watch on your customers' health status with real time health scoring and ensure optimal progress.
Set your own KPIs and custom metrics.
Track changes over time and spot relevant trends from your customer data.
Find expansion opportunities and reduce churn by monitoring at-risk customers.
Customer 360 Task Management
Oversee Internal Operations
Monitor every aspect of your customer engagement and gain a comprehensive understanding of their interactions with Custify’s customer 360 analytics.
Set tasks and track your team’s activity.
Know when to act by setting proactive alerts.
Use automated playbooks to send reminders and assign tasks based on metric changes.
Recognized leader in customer success. Loved by CS teams
Gain valuable insight into your customers' product adoption in real-time. Configure your dashboard widgets and instantly reply, leave a note or set a reminder.
Get the full picture, no matter who works on the account.
Enable better hand-offs for customer facing teams by using one central customer view.
Turn your onboarding process - meetings, notes, and tickets - into metrics and insights.
Customer Success 360 Dashboard
From Integrations to Insights
Sync your tech stack to identify complex trends, track custom metrics from multiple data points and improve customer insights.
Connect CRM data to Custify and add notes, deal status, contacts and other activity data.
Sync Revenue apps like Chargebee, Stripe and Recurly to get real-time finance data.
Connect Product data via api, csv or zapier and expand segment, playbook and health score capabilities.
Sync tickets and messages from tools like Intercom, Helpscout, Zendesk and many more.
How do our clients use Customer Success 360 & Custify?
“
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
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
Get started with Custify
A better experience for your customers, fewer headaches for your team. Set up your client 360 view in minutes!
The customer success 360 view is a central hub containing every important metric you set for an account. You are able to fully customize every aspect of the dashboard, effectively creating a central operating hub for your client base.
Having a 360 view of customer data leads to increased productivity, better insights, more cross-departmental alignment, improved onboarding, lower churn, and more satisfied, loyal customers.
Simple! Join Custify and through our concierge onboarding - which is included for all our clients - we can help you get set up with a full client success 360 view. We typically go through the process of understanding your product, goals, and requirements. Then we walk you through implementation, offering support along the way. We’ll help you integrate all your tools, centralize your data, and customize your dashboard so it’s just right for all your customer success needs.
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