Turn your data silos into customer success insights. Build custom CS dashboards that empower you to make informed decisions, track KPIs, create outcome-driven customer success reports, and drive business growth.
Custify has improved our time to response and even given us the ability to benchmark things we measure, on the fly in client meetings.
Brian Spour
VP of Customer Success at TalentNet
Visualize the data that matters in one CS dashboard
Tracking health scores or just need a lifecycle progress overview? Custify provides customer success dashboards to easily oversee your most important KPIs.
Customer Success Reports Center
Master your financial outlook
No crystal balls here. Make informed decisions and keep track of important customer success metrics in a single dashboard with our Revenue report. Use custom widgets to:
Understand your revenue growth.
Track renewals and MRR.
Measure customer acquisition costs and lifetime value.
CSM Dashboards
Monitor team performance and activity
Gain a comprehensive understanding of your team's activities and effectiveness using our Team Performance report. Empower your management decisions with real data, not hunches.
Set a custom CSM dashboard for each member of your team.
Break down CSM activity using custom widgets.
Check their tasks, email activity, notes and ratings.
Optimized SaaS Customer Success
The power of retention overcomes any churn headaches
A thriving business banks on robust customer relationships. Our dedicated customer success reports for Retention and Churn dive deep into customer KPIs in order to:
Provide an accurate overview of MRR.
Monitor lifecycles in a single customer success center.
Understand churn trends and causes.
Compare revenue churn and customer churn.
Customizable CS Dashboard
Unlock insights with customer cohorts
Comparing your customers’ journey shouldn't be an enigma. The Cohort Analysis report clearly lays out the evolution of your customer groups over a 12-month timeframe, allowing you to:
Compare revenue or customer retention to their initial values.
Understand how certain changes impact the customer lifecycle.
Prevent churn early on with optimized onboarding processes.
Visualize the growth and churn of your segments in a single dashboard.
Recognized leader in customer success. Loved by CS teams
Simplify financial planning and decision-making with Custify's Cashflow Forecasting report. Our customizable graphs allow you to effortlessly visualize and track your cashflow.
Choose the time frame and grouping that suits your needs.
Analyze renewals by payment frequency and plan.
Adapt the forecast to new revenue, expansions, contractions, and churn.
Collaborative Customer Success Software
Share your CSM dashboard with your team
Make your customer success reports available to anyone in your organization. Want everyone on the same page? Share your preferred metrics in a single dashboard with them.
Keep sales, management and other stakeholders in sync.
CSMs can subscribe and get insights to their inbox.
Export as PDF and use it in team meetings.
Why our clients love Custify and our CSM dashboards and reports:
“
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
“
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
“
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
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
Are you ready to become a data-driven CSM?
Let Custify guide your customer success journey with clear, actionable customer success reports and insights.
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