Without Custify’s Concierge Onboarding, we would have needed weeks to get everything in place. Their support made the whole process easy, saving us time and stress.
Stijn Smet
- Team Lead CS at Whale
The Concierge Onboarding Journey
Your path with our platform
Onboarding Calls
Step 1
Irina Vatafu
Head of CS
What We Do
We kick things off by understanding your goals and objectives. We'll do a deep dive into your product, services, and existing processes so we can tailor our setup to your unique needs.
What you get
Personalized approach to ensure we’re solving your pain points from day one.
Integrations
Step 2
Roberto Mendes
Implementation
What We Do
Our integrations engineer will help you connect all your systems with Custify, ensuring your data flows seamlessly between platforms. We’ll check for syncing errors and ensure everything is configured correctly.
What you get
Full integration without technical hassles, ensuring all your customer data is in one place.
Training Session
Step 3
Giorgiana Ianole
CS Manager
What We Do
Our live training sessions give your team the knowledge they need to succeed with Custify. We’ll walk you through all the features and best practices, so you're equipped to hit the ground running.
What you get
Hands-on learning that empowers your team to get the most out of Custify.
Go-Live
Step 4
Alexandru Mirea
Support Engineer
What We Do
When everything is ready, we’ll guide you through the Go-Live process, making sure you’re confident in your initial playbooks, health scores, and workflows. We’ll also conduct a sanity check to ensure everything is working as expected.
What you get
Smooth and stress-free launch, with ongoing support as needed.
Custify made everything simpler - centralizing our data, improving our NPS by 20%,
and automating workflows. We saved about 15 hours each month thanks to their seamless onboarding.
At Custify, your success is our success. Our team is here to ensure a seamless experience, from onboarding to implementation, while treating your data with the utmost care. We're not just a platform; we're your partner in building lasting customer relationships.
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