Customer success software with great UI
October 08, 2019
Customer success software with great UI
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Custify
Our Custify is creating tasks for our customer service team. We have several use cases, but the main ones are to call clients that:
- are on a paid plan but don't yet get enough value from our solution (reduce churn risk).
- are highly successful (upsell).
- finished onboarding but haven't quite launched (increase conversion to live).
We use Intercom for live chat. Custiy is a great addition too, so our CS team can proactively outreach.
- are highly successful (upsell).
- finished onboarding but haven't quite launched (increase conversion to live).
- Concierge onboarding: they actually went through our application, truly understood the use case of our own offering, and created a document which I could simply forward to our engineering team to send the right data to Custify.
- We can configure our own health scores. This means when a customer service member views a client they can see in a very visual way how far the customer is along in terms of onboarding, success, and paid services. This saves a lot of time because we don't need to go back and forth between our own application and Cusitify.
- API integration. This means everything happens automatically. For example, if the task was to upsell and the client self-purchased, in the moment of the purchase the task gets automatically closed so the SC team always sees only the open tasks.
- Great usability in the day to day work for the CS team.
- It would be nice to have a monthly summary via email, at least for key accounts, so I don't have to log in anymore.
- Our team is incredibly productive now. It saves us a lot of time and lets us focus on the actions that really matter.
We actually thought of using Trello first. But as great as Trello is for task management it just won't work for this. Most other Customer Service systems seem to be designed for enterprise-level or have a bad user experience.