Custify
AI-enabled customer success software for CS teams to centralize customer data, monitor health and churn risk, automate workflows, support onboarding, run surveys, and identify expansion opportunities.
TARAMEA · GIANT SPEARGRASSAciphylla colensoi
What it's used for
Who it suits (ICP)
- Customer success teams looking for automation and integration solutions
- Customer success teams
- Customer success managers
- Subscription businesses
Buyers: Team Lead Customer Success, Automation Lead & SM Strategist, Director of Customer Success & Support, Lead Customer Success Manager, Customer Success Manager (Primary buyer/user persona for unifying customer data and getting timely insights into customer behavior, churn signals, and growth opportunities.)
How it works
Custify ingests a team's processes, goals, rules, and customer data, learns from that context, automatically configures items like health scores and playbooks, and then uses AI agents to run workflows, spot churn signals, and suggest actions.
Key features
- Customer 360 view
- Segmentation
- Customer Lifecycle tracking
- Health Scores
- Custom Alerts
- Task Management
- CSM rating
- Automation / Playbooks
- Native Integrations
- Concierge Onboarding
- Health scores
- Calculated metrics
- Playbooks and workflow automation
- Tasks and alerts
- Dashboards and reports
- CSAT and NPS surveys
- Customer summaries
- Churn risk analysis
- Sentiment score trends
What it works with
What it says it delivers
- Act proactively, manage customers, and automate success in real-time
- Get all customer data in one place
- Turn fragmented data into clear, actionable customer insights
- Track customer success metrics, predict risk, and capture feedback
In the vendor's own words, from its website.
Pricing
- Flexible Pricing
About the company
Where this came from
Compiled from 1 public page on custify.com.
SHOW PAGES
Who uses it
Named on custify.com.
Customer stories on its website
- TRUCE: How TRUCE centralized customer data, replaced gut-feel health scoring, and reduced churn without growing the CS team. ↗
- Maptek: How Maptek standardized global customer health visibility with a unified 360 view, health score automation, and segmentation across multiple products. ↗
- Survicate: How Survicate boosted expansion MRR by 43% and cut churn by 7% using Custify’s task automation and health scoring. ↗
- BeMyEye: How BeMyEye boosted NPS by 20%, saved 15 hrs per month, and centralized customer data, resulting in more efficient CS & CX. ↗
- SiteJabber: How Sitejabber improved segmentation and CS operations, achieving 80% retention and a 25-35% upsell revenue increase. ↗
- Kiflo: By using automation and tracking features in Custify, the CS team at Kiflo improves customer onboarding & visibility. ↗
Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.
Security and compliance
- ✓ GDPR compliance
- ✓ ISO 27001 certification
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