Custify

Overview

Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reducing churn and increasing lifetime value. 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.

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.

Features

Customer 360 - All customer data in one place

Stop wasting time in spreadsheets. Get all of your data in one view – see product usage, product adoption, and customer lifecycles in seconds. Stop guessing who needs your help. Customer 360 means you know right away.

Customer Health Scores -Flagg at-risk clients to reduce unwanted churn

Avoid customer churn by identifying opportunities and risks early. Assign weightages across multiple parameters and build individual health scores to tailor the actions you take for each client. Analyze data across different customer segments and lifecycle phases and prevent customers from leaving you -- take action first.

Playbooks - Focus on what really needs your attention

Automate your customer success workflows. Create playbooks that automatically send welcome and onboarding emails, assign accounts to team members, send messages to customers with low engagement, implement personalized renewal processes, notify you in response to your customer’s behavior

Segmentation - Treat your customers like individuals

Not every customer has the same needs. Treat them like individuals by segmenting your customer base into groups based on account details or usage. You can build any type of segment you want starting from: events, attributes demographics, triggers, CSM rating etc.

Product Adoption

Gain valuable insight into customers' product adoption in real-time. Find out which events drive most usage. See when a customer has decreased usage or if they haven't integrated your product yet. Build meaningful relationships with your customers. Reach out at the right time with the right message to be there when they most need your help.

Custify

Customer 360 - All customer data in one place

Customer Health Scores -Flagg at-risk clients to reduce unwanted churn

Playbooks - Focus on what really needs your attention

Segmentation - Treat your customers like individuals

Product Adoption

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