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Custify

Tracks key performance indicators, creates activities, assigns tasks, enables client communications, and segments audiences.

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  • customer-success-tools

  • customer-success-teams

  • customer-experience

  • customer-satisfaction

  • CRM

What is Custify?

Custify's Customer Success Platform is a comprehensive solution designed to help B2B SaaS businesses reduce churn and increase customer lifetime value. By automatically gathering data from various systems such as CRM, support, and billing, the platform provides a centralized dashboard that presents all relevant customer success KPIs and client interactions in an easy-to-understand format

Highlights

  • In-product usage insights: Custify tracks product usage data in real-time, enabling businesses to monitor client engagement and identify renewal and upsell opportunities
  • Automated data integration: The platform seamlessly integrates with existing business systems, including CRM, support, and payment platforms, to consolidate customer data
  • Proactive customer outreach: Custify identifies clients who are at risk of churn, such as those who have encountered issues during onboarding or experienced a decline in usage, and allows customer success managers to reach out proactively
  • Sophisticated automation: The platform's built-in automation engine streamlines low-touch workflows, allowing businesses to efficiently manage customer relationships and scale their operations.

Platforms

  • Cloud, SaaS, Web-based
  • Desktop Linux
  • Mobile Android
  • Desktop Chromebook
  • Software as a Service (SaaS)
  • On-Premise Linux
  • Mobile iPad
  • Desktop Mac
  • Desktop Windows
  • On-Premise Windows
  • Web-based
  • Mobile iPhone

Languages

  • English

Features

    • Customer Segmentation

    • Customer service