- Health scores
- Custom tracking
- Reporting: in development.
Custify saves our teams time as all customer info is in one place. Managers easily see activity by team member, so we get an overview of tasks. Automation features help with our onboarding flow.
If you have multiple pricing plans and use different KPIs per plans this tool would help. Also if you have depts that each may have contact with a user, it would really help to have all client info in one place.
Greater efficiency both in serving clients and in our own CS operations. The software identifies trigger points and milestones customers go through, and it lets us know when to reach out to them. It also gives us a lot of data on how our users do in our software and helps us optimize our onboarding flow.
Making decisions on whether to upsell or cross-sell. Setting KPIs and optimizing on boarding flow by each step.
Custify lets us combine automated work for the majority of our client base, and white glove treatment for our key accounts. Their workflows let us combine automated, segmented messages based on many elements, from client type, through industry, to company size, subscription type and lifecycle stage.
Making decisions about who and how to call is very easy now. We thought we would get some value just from the automation and the reports but we get a lot more value through its other features. It also lets us incorporate notifications for our own team in the workflows, to make sure they're on top of our most valuable accounts, and provide our secondary accounts with special treatment.
From my point and my experience, I recommend this product to a team that's willing to spend time digging into data. This software makes it very easy, the easiest I've seen, but you've got to be willing to dig into what it offers you, and then you've got to be willing to take action with what you find.
Custify is a customer success platform designed for B2B SaaS businesses. It helps users better meet customers' needs, reduce churn and increase lifetime value. The user can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
Customer 360 view: No more spreadsheets! Get all the customer data from your CRM, support, billing, and other systems in one place.
Growth: Automatically identify growth, renewal, and upsell opportunities.
Tasks and Alerts: Get notified when a customer is stuck in onboarding, at risk of churning, or due to renew.
Customer Health: Identify at-risk customers and reduce unwanted churn. Track your KPIs and define health scores.
Automation: Create playbooks and automate workflows to focus on white-glove tasks.
Customer Lifecycle: Understand product adoption and increase customer satisfaction during onboarding. Then encourage customers to renew their contracts and become advocates.
|Small Businesses (1-50 employees)||50%|
|Mid-Size Companies (51-500 employees)||30%|
|Enterprises (> 500 employees)||20%|
|Free Version||Paid Version|
|Video Tutorials / Webinar|