Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions.
Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.
** Customer 360 view: Streamline customer data from CRMs, support, and billing systems.
** Growth: Automatically identify growth, renewal, and upsell opportunities.
** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew.
** Customer Health: Identify and reduce at-risk customers.
** Automation: Playbooks and workflows automate white-glove tasks.