Scale Customer Success Automation
Create Playbooks for Every Scenario?
Automate Communication
Schedule custom notifications via Slack, Email, in-app, or Teams.



Automate Note Taking
Log lifecycle progress and customer success interactions automatically.


Trigger In-App Surveys
Plan, engineer, and send out automated customer surveys directly in your app.


Start Other Automations
Launch other playbooks, create smart flows, unite your tools with purpose.


Update Customer Portal
Automatically update widgets in the Customer Portal.



AI-Powered Success Automation Tools
Streamline Operations with Intelligent Automation














Custify AI for CS Automation
Generate Customer Summaries
in One Click
With AI Customer Summary Generation, you instantly get a comprehensive summary based on multiple data points across each customer.
Success and automation go hand in hand - get a detailed document with insights like account overview, key touchpoints, customer feedback, health score analysis, potential risks, and recommended actions. No more manual summaries—CustifyAI handles it all for you.


Dynamic Task Management
Optimize Resource Allocation with Dynamic Assignment
Our customer success automation software lets you adapt round-robin assignments and user tags, ensuring the right team member handles each task. Assign tasks dynamically based on team capacity and client needs.











Customized Success Automation Flows
Treat your customers like individuals
Every customer is unique. Treat them like individuals by segmenting your customer base and following your customer success strategy for engagement.
Deliver the best services for each segment using a purpose-built customer success automation tool. Maximize retention and secure expansion revenue.
Schedule Demo



Smart Automated Signals
Track and Act on Health Scores












Integrate & Automate
Connect and Start CS Automations








Noa Lupu,
Customer Success Lead at Planable
“Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything. Now, everything is centralized, and I can focus on our customers without getting lost in mundane work. We've become more efficient, and our ability to engage and support our customers has greatly improved.”
Read the Case StudySuccess Automation for the Whole Team
Enhance Team Efficiency and Collaboration
Reduce manual tasks and free up your team's time for strategic activities.
- Streamlined operations
- Consistent customer journeys
- Increased capacity for managing accounts








Goal-Aligned CS Automation Software
Drive Business Growth and Customer Satisfaction
Deliver the right information and support at the right time to enhance customer experience.
- Better equipped for customer service
- Higher customer satisfaction
- Reduced operating costs
- Improved resource allocation










Join the Modern CSM and Automate Your Customer Success
rom scaling your operations to saving precious time, we've got you covered. Ready to Transform Your CS Processes?