The AI Tool for Customer Success Built around Your Knowledge
Share Your Processes,
Goals, and Rules
Most CS teams already know how they work.
Share everything, Custify listens, reads, and learns from all of it.
Watch Your CS Platform
Set Itself Up
Custify takes what it learned and configures your CS platform automatically - health scores, playbooks, and more, ready to go.
AI Agents Configured around
Your Business
Generic AI agents don't know your business. Everything Custify learned shapes exactly how its AI works for you.
Act proactively, manage customers, and automate success in real-time
Focus on customers
Stop spending 90% of your time gathering information from different systems. Supercharge your customer success team with prebuilt AI agents.
Get all customer data in one place
Make your time count
Less manual work. Custify's AI agents take care of routine tasks, your team gets only those that truly need a human touch.
See smart tasks in action
Turn knowledge into automations
Custify's AI-driven customer success software turns your knowledge into playbooks that run automatically.
Discover smarter automation
Grow with the Help of Custify’s AI-First Customer Success Platform
Run Tailored CS Workflows
with AI
Your process, your rules. Custify AI turns your CS knowledge into workflows and runs them automatically.
Spot Churn Signals Early,
Act Fast
Churn doesn’t announce itself. Custify’s AI CS tool spots the signals early, checks the context, and suggests the right action.
Train Your Always-on Expansion
Engine
Spot opportunities, engage, expand, repeat. Custify’s CS software never misses a signal that a customer is ready to grow.
Your customer data is there, you just can't see it yet
Most CS teams are sitting on a goldmine of customer data, they just can't access it. Custify's CS Platform connects the dots automatically, turning fragmented data into clear, actionable customer insights.
Customer Success Management Platform with AI Agents by Your Side
Connect your entire CS ecosystem
Whatever your team uses, Custify connects to it. Custify's AI-assisted customer success dashboards provide a complete view of every customer.
Browse our expanding list of integrations
Signal customer health shifts
Customer health tracked, churn risk flagged, agentic AI actions triggered. Proactive by default.
Learn more about customer health scores
Get real-time insights and analytics
Powerful customer success reports and dashboards ready from day one, fully customizable to fit your team.
Dive into CS dashboards
Our SaaS Clients Make the Most of Our Customer Success Software
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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Custify helped us shift from firefighters to a consultative team, without needing to hire more people.
The creation of our global health score process was definitely a milestone. We see Custify as a partnership rather than something we were sold and had to figure out on our own. That support has been what’s made this successful for us.
Track customer success metrics, predict risk, and capture feedback
Track what standard dashboards miss
Create custom metrics from multiple data sources, then use them in health scores, automations, and segments. Stop forcing your team to work around rigid reporting.
See how to build dynamic, custom metrics
CustifyAI turns data into action
Generate playbooks, get advanced customer summaries, see churn risk analysis and sentiment score trends, all in real time.
Unlock powerful, context-aware AI insights
Get feedback while it still matters
Send CSAT and NPS surveys in a few clicks and get direct feedback at the right moment, so your team can spot issues early and respond faster.
Create and send customer feedback surveys
Learn more about Custify’s customer success features
See if Custify is right for you.
A better experience for your customers, fewer headaches for your team. Get onboarded into our customer success software, complete your set up in minutes.
Customer Success Resources to Go with Our Software
Are you a customer success manager looking to enhance your team's performance? We've put together our experience in crafting customer success strategies and wrote 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.