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.





360 Customer Experience
Clear 360 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 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.








Get started with Custify
A better experience for your customers, fewer headaches for your team.
Set up your client 360 view in minutes!