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Custify

Customer Success Software

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Overview

Custify is a customer success platform designed to help B2B SaaS companies manage their customers and prevent churn. It centralizes customer data from various sources, providing a 360-degree view of each customer. Custify's features include customer health scoring, automated playbooks, and analytics, all aimed at enabling proactive customer success management. The platform is known for its ease of use and quick implementation.

✨ Key Features

  • Customer 360 View
  • Customer Health Scoring
  • Automated Playbooks
  • Task Management
  • Customer Segmentation
  • Growth and Upsell Tracking
  • Analytics and Dashboards

🎯 Key Differentiators

  • Ease of use and fast implementation
  • Transparent pricing
  • Strong focus on the needs of B2B SaaS companies

Unique Value: An intuitive and easy-to-implement customer success platform that helps B2B SaaS companies proactively manage their customers and drive growth.

🎯 Use Cases (5)

Reducing churn Automating customer onboarding Identifying upsell opportunities Improving customer satisfaction Managing customer success workflows

✅ Best For

  • Aggregating data from multiple systems to provide a unified customer view.
  • Automating tasks and outreach to ensure consistent customer engagement.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large enterprises with very complex needs.
  • Companies that require deep, built-in product analytics.

🏆 Alternatives

ChurnZero Catalyst SmartKarrot

Offers a simpler and more straightforward user experience, making it a good choice for teams that are new to customer success platforms.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Zendesk Jira Slack Stripe Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

$199.00/mo

✓ 14-day free trial

Free tier: N/A

Visit Custify Website →