CS Task Management Done Right
Boost your CSMs’ efficiency
Customer success managers’ daily tasks can be a drag - but you can be more proactive when you know who to talk to and when.
Identify trigger points when customers hit certain milestones. CSM tasks are created automatically by playbooks throughout the customer lifecycle.
Get everything you need to know about the customer at a glance in our CSM software - designed so you can focus on what matters: your customers.
Collaborate on Customer Success Tasks
Stay in the loop, reduce churn, grow revenue
You need to know when a customer is stuck onboarding, at risk to renew, or about to churn.
Custify’s CSM tool will tell you. Customize your alert channel to get a Slack message, email, or in-app notification. Never miss an important event again!
See if Custify’s customer success management tool is right for you
A better experience for your customers, fewer headaches for your CSMs. You'll be set up in minutes.