Share your KPIs with your team
Make your customer success reports available for anyone in your organization. Want everyone on the same page? Share your preferred dashboards with everyone.
Keep sales, management and other stakeholders in sync by allowing them to subscribe and get new insights delivered to their inbox every day.
Customer success dashboards that fit your needs
Tracking health scores or just need a lifecycle progress overview? Custify provides custom dashboards to easily oversee your most important customer success metrics.
Break down widgets by health score per segment, lifecycle progress and even by playbook evolution and engagement. Adapt them to segments or just per client.
Forecast at risk revenue with insightful graphs
No crystal balls here. Just predictions based on proven data algorithms. Make informed decisions and keep track of important metrics with just one report.
Use your data with our custom widgets to get a company wide overview of both expected future revenue and at risk clients.
Monitor CSM performance and activity
Everyone is different and tasks are complex in the CSM world. But you still want to track activity or performance. Set a custom dashboard for each CSM or for the whole team.
Break down CSM activity using custom widgets — view closed deals, track their impact on assigned health scores and lifecycle steps.
See if Custify is right for you.
A better experience for your customers, fewer headaches for your team. You'll be set up in minutes.