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.
Customer Success Lead at Planable
Before Custify, tracking upsell opportunities was difficult. Now, with clear customer insights, our upsell revenue has increased by 25 to 35% month over month, driving effective revenue growth.
Customer Success Manager at SiteJabber
At Offsite, we realized early on that the right tools are crucial for scaling efficiently and providing exceptional customer experiences. With Custify,we've revolutionized customer engagement and operational workflows.
Head of Customer Success at Offsite
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.
Team Lead Customer Success at Whale
Custify has improved our time to response, quality, and even given us the ability to benchmark things we measure in our own programs on the fly in client meetings. We are able to serve our clients as strategic partners as a result of it.
VP of Customer Success at TalentNet
I think the main reasons why I'd recommend Custify are the ease of use and the amazing team behind the product. We had incredible support from the start. The Custify team helped us at PLAATO with implementing and managing the whole process.
Customer Success Manager at PLAATO
The most important aspect of working with Custify is that they are very keen to hear and act on customer feedback. Dialogue is key and their CSMs proactively reach out once feedback that was important for us, has been implemented.
Head of Customer Success at Woodpecker
One of the things that we liked was that the product was young. Some of the other platforms that we saw were clunky. They had every feature under the sun 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.
Director of Customer Success & Support at Monograph
Custify helps our CSMs do their job more efficiently, from scheduling and executing customer onboarding calls to sending personalized emails based on our users’ behavior, health scores, and product usage. We now have a unified view of all our customer and company data.
Head of Customer Experience at UserPilot
Before Custify, we were tracking customer health manually in a spreadsheet. This process was time-consuming and nowhere close to real-time. After implementing Custify we restructured our team based on new lifecycle definitions, and the accuracy of our health scores was remarkable.
VP of Customer Success at ChartMogul
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.
Director of Sales & Growth at Pin Payments
Since using Custify our churn decreased by 25%. We are more spot-on, we can help our customers even better and faster and that's why they don't leave us. That's exactly what we needed in our organization.
CEO & Founder at TestMonitor
Since using Custify we've been able to boost NRR and manage our expanding customer base without having to scale our team. And that's been one of the big benefits of Custify.
Customer Success Manager at inFlow
Since using Custify we've been able to track our onboarding process and provide a top-notch experience to our customers. We can see which trials are actually performing well and our ability to multitask has just gone through the roof.
Customer Success Manager at Kiflo
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.
Automation Lead & SM Strategist at Growth Engine
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.
Founder at Referrizer
Trusted & Used by the Best CS Teams:
Case Study
How RecruitCRM reduced large-client churn and boosted CS efficiency with Custify's health monitoring and automation.
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How Survicate boosted expansion MRR by 43% and cut churn by 7% using Custify’s task automation and health scoring.
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How Fuse Universal improved retention by 45% through Custify’s centralized data, automation, and predictive health scoring.
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How BeMyEye boosted NPS by 20%, saved 15 hrs per month, and centralized customer data, resulting in more efficient CS & CX.
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How Planable enhanced efficiency and customer engagement with Custify's centralized data and automated tasks.
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Credit Repair Cloud boosted satisfaction and reduced churn using Custify's proactive, data-integrated approach.
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How Sitejabber improved segmentation and CS operations, achieving 80% retention and a 25-35% upsell revenue increase.
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How Offsite doubled RFP feature adoption and streamlined CS operations, leading to better processes and improved engagement.
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How Forecastr reduced their churn rate by 50% and improved customer health by 25% across the board.
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How Whale reduced time spent on manual CS tasks by 90%, doubled their global health score, reduced churn, and stabilized MRR.
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How ChartMogul automates health scoring, and builds sophisticated proactive processes that help prevent churn.
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How this SaaS platform used segmentation, health scores and calculated metrics to increase their YoY job placements by 300%.
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How Inflow leveraged health scores and lifecycle functionality to increase their NRR annual growth rate by over 50%.
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How TestMonitor leverages Custify features to lower churn, improve customer satisfaction and improve productivity.
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How Woodpecker applies segments and lifecycle functionality from Custify to scale their operations and be more proactive.
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How UserPilot boosted revenue from upgrades and upsells, reduced delinquent churn, and increased customer satisfaction.
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Find out how the Pin Payments team leveraged multiple features in Custify to reduce churn and drastically improve customer experience
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How Referrizer uses Custify to recover canceled clients through segmentation and automated outreach.
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Using Custify, GloriaFood applies dedicated functionality to improve churn rates and reduce onboarding time.
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How SocialInsider uses segments and automation to improve proactive outreach by 300% and trial user conversion rates by 28%.
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Through automated playbooks and segments, the Growth Engine team scales their efforts and improves customer visibility.
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By using automation and tracking features in Custify, the CS team at Kiflo improves customer onboarding & visibility.
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In this new case study we see how Referrizer uses Custify to improve team productivity and onboarding flow
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How Monograph predicts churn and saves 6h per week per CSM using Custify automation & segmentation features.
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How Plaato automated their CS processes, boosted their core customers’ health scores, and improved their NPS.
Understand your Users, Improve Retention and Create Customer Delight
From growing SaaS businesses to large enterprises, Custify's customer success management platform helps teams around the world achieve meaningful results:
More Time Saved by Each CSM
Improved outreach activity
More Customers Managed per CSM
*Based on a 12-month sample of active Custify clients and factoring in new revenue, saved cost and saved churn.
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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