Tasks and Alerts

"How do you get so much done?"

Your colleagues will be blown away. Custify automates task management so you can focus on what really matters: helping your customers succeed.

Customer Success Agent Meeting

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.


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