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Custify

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Customer Success Software for SaaS

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Reduce Churn. Retain Customers. Grow Revenue.

Custify is a customer success platform designed for your B2B SaaS business.

It helps you better meet your customers’ needs, reduce churn, and increase your customers’  lifetime value. With Custify, you 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.

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Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose product usage has decreased. This lets customer success managers engage with your users proactively and efficiently, while our  sophisticated built-in  automation engine will help you with your low-touch workflows, as well.

The Custify platform will help you with:

  • Customer 360 view: No more spreadsheets! Get all the customer data from your CRM, support, billing, and other systems in one place.
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  • Growth: Automatically identify growth, renewal, and upsell opportunities.
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  • 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 has a renewal upcoming.
  • 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.
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  • Customer Lifecycle: Understand product adoption and increase customer satisfaction during onboarding. Then encourage customers to renew their contracts and become advocates.

Word-of-mouth is the best marketing you can get. And successful customers are the most likely to share their stories.

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.