Build fully customized playbooks with just a few hints. Whether it's renewal workflows or upsell strategies, CustifyAI crafts step-by-step flows tailored to your needs.
Condense lengthy customer histories into concise, actionable summaries.
From health scores to churn risks and SWOT analysis,
CustifyAI provides everything you need to drive results quickly.
CustifyAI has completely streamlined our workflows. From automating tasks to delivering real-time customer insights, our team saves hours every week while maintaining a personal touch.
Planable Team
Never Miss a Step
Automate
Tasks & Follow-Ups
No more missed follow-ups or manual task management.
CustifyAI analyzes conversations and automatically creates tasks to keep you organized.
Quickly review key points from lengthy email chains or customer meetings.
CustifyAI’s conversation summaries keep your team aligned without wasting time.
Before Custify, I would lose an entire day sending the same email over and over again,
checking metrics, and scheduling meetings. Now, my inbox is empty at the end of the day
because Custify does everything for me.
Stijn Smet Team Lead Customer Success
“
Before Custify we used spreadsheets to handle any client management
workflows and we were spending far too much time doing manual
tasks that could have been automated. Since using Custify, our
team can handle 3X more clients with more care and attention to each of them,
through the removal of all of the tasks and communication lines that they needed.
Daniel Snider - Automation Lead & SM Strategist
“
One of the things that we liked too, was that the product was young.
Some of the other platforms that we saw were clunky.
They had every feature under the sun that we were asking for.
But it also meant that there was no flexibility in how things would be able to
get built out or in any of our requests
Ailyn Mendoza Director of Customer Success & Support
All models run on AWS Bedrock, fully SOC 2 compliant. No customer data is stored in the models beyond generating responses.
Yes, admins can enable or disable CustifyAI features at the account level.
From playbooks and customer summaries to follow-up tasks and conversation highlights, CustifyAI removes manual bottlenecks.
Custify integrates seamlessly with CRMs, customer service tools, and analytics platforms like HubSpot, Salesforce, and more.
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