How to Turn Customer Success into a competitive advantage
A single tool to ensure the success of your customers & your business. Let’s see some reasons why you’ll love using Custify’s customer success management platform:
Prevent & Reduce Customer Churn
Get Insights into Client App Usage
Analyze & Improve Onboarding
Automate and Simplify Tedious Tasks
360 View of All Customer Data
No more searching across multiple tools & spreadsheets for client data. Customize one view to fit your needs.
- Track all existing customer touchpoints
- Enhance cross-department collaboration & campaigns
- Understand product feature usage and user onboarding
Customer Health Scores Adapted to Your Needs
Leverage your data in our customer success management platform to create personalized health scores specific to your KPIs.
- Identify customer problems and predict churn
- Prioritize customers who need your help the most
- Find opportunities to upsell or cross-sell
What Customers Say About Our Customer Success Platform
From growing SaaS businesses to large enterprises, Custify's customer success management platform helps teams around the world.
Custify helps us to identify upsell opportunities and churn risks very quickly. We now have better retention and a higher customer lifetime value. If you’re looking for a CS tool, this is an easy decision.
Custify helps our success team to strategically manage our customers' life cycle. We can now instantly identify churn risks and use a data driven approach to onboarding, product adoption and health scoring. Custify is a no brainer for subscription businesses.
We saw ourselves reflected in Custify. Two small companies trying to really disrupt an industry and try to do something different. We were just excited to work with a company like that.
Custify helped us integrate their customer success management solution within weeks. We've gained a 360 degree view of our clients & it has allowed us to improve our customer focus and further refine our CS strategy. Their solution is scalable, easy to deploy and very user friendly.
If you're going to integrate a brand new tool into your day-to-day operations, you want to make sure that the people behind the tool are the ones with whom you see yourself doing business for a number of years. We felt safe investing in Custify because we know that they care about the product and its functionality & performance.
We've watched NRR grow steadily a lot over the past year, as we've doubled down on our customer usage, without increasing headcount. 90% of what we built is either an automated sort of email connection or automated task reminders.
Our SaaS is quite complex and offers multiple integrated solutions. Even in this scenario, Custify has proven to be a great tool. Our CSMs get a holistic 360 view of each customer and their interactions. On top of this, their support exceeded all our expectations.
Since using Custify we could manage more customers per CSM and we could identify customers that needed our attention. It allowed us to be more proactive on a daily basis and automate manual tasks. The process became really streamlined and it helped us become better for our customers.
Custify freed up more time for our team to focus on the parts of the job that they enjoy and remove the manual tasks and the things that they don't particularly like doing quite as much.
We use Custify to reduce unwanted customer churn. The setup was fast and easy for our tech team. Now our Customer Success Team can't live without Custify anymore.
We feared that the integration would wind up taking a lot of developer time, but we finished in less than half a day thanks to Custify’s concierge onboarding.
The most important aspect of working with Custify is that they are very keen to hear and act on customer feedback. Dialogue is key - new product releases often have features that are useful to us. Their CSMs, proactively reach out once feedback that was important for us, has been implemented.
Custify's easy integration and native compatibility with platforms like Intercom and Hubspot streamlined our data centralization. Segmenting customers for targeted automated communications has been a game-changer.
Custify transformed our approach, consolidating information from scattered sheets to one efficient hub with insightful dashboards and dynamic health scores. Thanks to its integration capabilities, our team is now faster, more productive, and closely connected with our clients.
Custify’s standout features, the flexible calculated metrics and the visual playbook builder, enable our data-driven company to extract meaningful insights from our customer data. It provides a comprehensive view of our Customer Success impact, from broad overviews to detailed individual customer analyses. With real-time notifications on upsell opportunities and actionable insights for both our Sales and Product teams, Custify is an essential tool for informed decision-making.
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Utilizing Custify, we've seen a significant increase in tool adoption, underscoring the value of health scores. The ability to instantly assess a company's performance and track user engagement trends has greatly empowered our customer success team. This has shifted their focus towards enhancing customer experiences, leading to higher engagement and referrals. Essentially, health scores have been pivotal in our strategy to understand and support our customers more effectively.
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Since integrating Custify, we've consistently exceeded our core KPIs, improved our retention rate and boosted our upsell revenue by 25 to 35% monthly. Coming into this role after Custify was onboarded, I've seen firsthand how much easier it is to manage these critical metrics. It’s a game changer that supports my growth as a customer success manager, allowing me to focus effectively on our clients and drive our company’s success forward.
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Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything. Now, everything is centralized, and I can focus on our customers without getting lost in mundane work. We've become more efficient, and our ability to engage and support our customers has greatly improved.
Without Custify, we would be completely blind-sided. It has brought all our customer data into one platform and automated key processes, allowing us to focus on what really matters—driving customer success. Thanks to the real-time alerts and insights, we increased our expansion MRR by 43% and reduced churn significantly. The time savings alone have been invaluable for our lean team.
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When we started with Custify, we had been using another platform that was too complex and required a lot of technical effort to maintain.Custify made everything simpler—centralizing our data, improving our NPS by 20%, and automating workflows, which saved us about 15 hours each month. With Custify it’s easy to streamline your processes and focus more on customers.
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Custify has been a game-changer for us. Before, we were duct-taping solutions together, but now, with real-time insights and a holistic approach to customer data, we've significantly boosted customer satisfaction and made well-informed, data-driven decisions. This shift to proactive management has helped us reduce churn and better support our customers' success.
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Automate & Simplify with Playbooks
Stop wasting time on mundane tasks. Automate them with Custify CS software and free your time.
- Automate welcome and onboarding emails
- Implement custom renewal flows
- Send alerts and set tasks for team members based on custom metrics
Simple Segments, Endless Possibilities
Create dynamic segments by connecting any data points like demographics, billing or app usage in our customer success software.
- Create custom automation playbooks for each segment
- Set custom health scores for a specific segment
- Generate custom reports
Understand Customer Lifecycles
Enable detailed customer interaction strategies and track related lifecycle metrics.
- Track customer journeys and get a global view of their progress
- Help clients that get stuck during onboarding
- Define goals that they should meet, then get automatic alerts if they don’t
Find Upsell and Growth Opportunities
With this customer success platform, you will never leave another upsell opportunity on the table.
- Identify the customers most likely to purchase additional services
- Set automatic playbooks with personalized messages
- Set alerts or auto-assign CSMs to accounts with potential
Usage Insights with Custom Dashboards
View customer data in custom KPI dashboards adapted to each team member.
- Track health scores by their relevant segment
- Identify churn risk and opportunities in one view
- Monitor CSM performance and activity
Easy Integration, Endless Possibilities
A customer success management platform is only as strong as its integrations and Custify is here to adapt:
- Sync data from your tech stack in minutes
- Get up and running without dev work with preset integrations
- Need custom work? Our comprehensive API is the fastest way to get it done
Learn Why Customer Success Teams are Switching to Custify
Set a custom demo today and take the first step to a best-in-class customer experience.
Customer Success Resources, Not Just Software
Are you a customer success manager looking to enhance your team's performance? We've put our experience in writing these detailed guides.
EBook
The Full Guide to Customer Health Scores
A comprehensive free PDF guide to Customer Health Scores: everything there is to know about how to set and use them.
EBook
Customer Churn – The Ultimate Guide
The definitive guide on SaaS churn: everything we know about preventing customer churn and reducing MRR churn with examples.
EBook
The Essential Guide to an Outstanding Customer Success Strategy
From lifecycle to onboarding & metrics, this is a comprehensive free guide with tactics and steps for developing your customer success strategy.