Customer Success Automation Platform

Playbooks help you

Let Custify help your team scale and leverage every opportunity - automated, elegant, and effective customer success starts here.

We are just a team of two — and without Custify, I would need a team of 20 to cover our customer base.

Stijn Smet - Head of Customer Success at Whale
Stijn Smet Head of Customer Success at Whale

Scale Customer Success Automation

Create Playbooks for Every Scenario

Automate Communication

Schedule custom notifications via Slack, Email, in-app, or Teams.

customer success automation flow example custify
customer success automation flow example custify
customer success automation flow example custify
customer success automation flow example custify

Automate Note Taking

Log lifecycle progress and customer success interactions automatically.

customer interaction note taking example custify
customer interaction note taking example custify

Trigger In-App Surveys

Plan, engineer, and send out automated customer surveys directly in your app.

in-app surveys custify
in-app surveys custify

Start Other Automations

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

success automation playbook custify
success automation playbook custify

Update Customer Portal

Automatically update widgets in the Customer Portal.

customer portal custify
customer portal custify

AI-Powered Success Automation Tools

Streamline Operations withIntelligent Automation

90 day renewal customer success automation flow example
90 day renewal customer success automation flow example
90 day renewal customer success automation flow example
90 day renewal customer success automation flow example
90 day renewal customer success automation flow example
calculated metrics example
calculated metrics example
calculated metrics example
calculated metrics example
calculated metrics example
Custify integrations illustration
Custify integrations illustration
Custify integrations illustration
Custify integrations illustration

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.

AI customer summary example in Custify
AI customer summary example in Custify

Dynamic Task Management

Optimize Resource Allocation withDynamic 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.

task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example
task assignment in custify example

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
personalized customer success automation flow example in custify
personalized customer success automation flow example in custify
personalized customer success automation flow example in custify
personalized customer success automation flow example in custify

Smart Automated Signals

Track and Act on Health Scores

automated customer health score signals in Custify
automated customer health score signals in Custify
automated customer health score signals in Custify
custom engagement automated flow
custom engagement automated flow
custom engagement automated flow
custom engagement automated flow
custom engagement automated flow
turning on customer signals custify
turning on customer signals custify
turning on customer signals custify
turning on customer signals custify

Integrate & Automate

Connect and Start CS Automations

customer data integrations custify
customer data integrations custify
customer data integrations custify
customer data integrations custify
Noa Lupu customer success lead planable testimonial case study banner

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 Study

Success Automation for the Whole Team

Enhance Team Efficiency and Collaboration

Reduce manual tasks and free up your team's time for strategic activities.

Benefits:
  • Streamlined operations
  • Consistent customer journeys
  • Increased capacity for managing accounts
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify
customer success task automation platform example custify

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.

Benefits of AI automation:
  • Better equipped for customer service
  • Higher customer satisfaction
  • Reduced operating costs
  • Improved resource allocation
customer success communication channels automation custify
customer success communication channels automation custify
customer success communication channels automation custify
customer success communication channels automation custify
customer success communication channels automation custify
customer success communication channels automation custify
customer success communication channels automation custify

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

testimonial video whale
"

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 growth engine
"

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 monograph
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

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?

Request a Demo
>

Learn more about Custify’s customer success features

Customer 360

Oversee product adoption, customer lifecycles and usage
Customer Health

Define KPIs and assess your portfolio’s health
Expansion & Growth

Identify renewal, growth and upsell opportunities
Task and Alerts

Take concrete action and always be a step ahead
Dashboards & Reports

Track KPIs in our customer success software and gain insights.
Surveys

Improve your product with customer feedback surveys
Integrations

Custify works with the tools you're already using
Customer Portal

Centralize customer collaboration and improve transparency
Calculated Metrics

Combine metrics and events and get complex insights.
Concierge Onboarding

Get started with your customer success platform in 4 weeks.
CustifyAI NEW

AI tool for customer success, churn risk, playbooks, and summaries.

Frequently Asked Questions

Our customer success tool can monitor customer behavior and usage patterns to identify signs of disengagement or dissatisfaction. Automated alerts can notify your Customer Success Managers when a customer’s activity drops or if they encounter frequent issues, allowing you to take proactive measures.

Custify can automate the onboarding process by sending personalized welcome emails, scheduling training sessions, and providing access to relevant resources. It can also track the progress of new customers, ensuring they complete necessary steps and receive timely support.

Yes, our customer success software can automatically calculate customer health scores based on predefined metrics such as product usage, support interactions, and survey responses. This helps your team prioritize customers who may need additional attention to ensure their success.

Automation can track subscription end dates and customer usage patterns, sending timely renewal reminders and personalized upsell offers. It can also flag customers who may benefit from higher-tier plans based on their usage data.

Custify playbooks can schedule regular follow-up emails and check-ins based on customer segments and timelines. This ensures that no customer is overlooked and that they receive timely support and engagement throughout their lifecycle.

Our customer success automation platform can collect customer feedback through surveys and centralize the responses to identify common themes and actionable insights

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