Tasks and Alerts

Designed for efficiency

Custify takes task management to the next level and will make your colleagues ask how you get all this done.

The ability to multitask has just gone through the roof and we can just take proper care of customers while doing our day-to-day job.

Philippe Swamy

Customer Success Manager at Kiflo

Philippe Swamy

Boost your efficiency

You can be more proactive when you know who to talk to and when. Identify trigger points when customers hit certain milestones so you can reach out. Tasks are created automatically by playbooks throughout the customer lifecycle.

Get everything you need to know about the customer at a glance. No need for lots of open tabs, different CRMs, or multiple systems. You can focus on what matters: your customers.

Organize your day

Stay informed

You need to know when a customer is stuck onboarding, at risk to renew, or about to churn.

Custify will tell you. Customize your alert channel to get a Slack message, email, or in-app notification. Never miss an important event again.

Customer risk notification

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.

Reach out and schedule a free personalized demo.


Notice: This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.