Customer 360

Real-time customer data in one single place

Stop wasting time in spreadsheets. See 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

Matthew Rozek

Unite your teams around one central source of truth

See all the relevant data from various systems and platforms in one place. Customize the view to your needs with custom inputs, integrations and your own metrics.

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.
  • Easily find expansion opportunities or at-risk customers.

Oversee Internal Operations

Monitor every aspect of your customer engagement and gain a comprehensive understanding of their interactions with your product and team.

  • 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

G2 - Best Requirements Summer 2023
G2 - High Performer Summer 2023
G2 - Best Support 2023
Users Love Us
G2 - Momentum Leader Summer 2023
G2 - Best Results Summer 2023
G2 - Most Implementable Summer 2023
Crozdesk - Leader 2023
Software Advice - Front Runners 2023
Crozdesk - Quality Choise 2023
Capterra - Shortlist 2023
Crozdesk - Happiest Users 2023
GetApp - Leaders 2023
G2 - Highest User Adoption Summer 2023
G2 - Leader Small Business 2023
G2 - Best Usability 2023
G2 - Leader EMEA 2023
SelectSoft - Top Customer Success Software 2023

Clear View of all Client Interactions

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 meetings, notes and tickets into metrics and insights for every team member.

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.

View all integrations

How do our clients use Customer 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

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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

testimonial video whale

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

testimonial video whale
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
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.
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