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Overview

Custify is a premier customer success software designed specifically for B2B SaaS companies to reduce churn and increase customer lifetime value. While the initial data mapping during integration can be complex, the platform’s ability to provide a 360-degree view of the customer lifecycle is unparalleled.

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Custify Specifications

Analytics And Reporting

Customer Feedback Surveys

Self-Service Portal

Customer Profiles

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What Is Custify?

Custify is an all-in-one Customer Success Platform (CSP) that helps SaaS businesses monitor product adoption, assess portfolio health, and identify expansion opportunities. It unifies data from various sources—including CRMs, support tools, and the product itself—to create a single ‘source of truth’ for customer success managers (CSMs). By automating repetitive manual tasks and providing actionable alerts, Custify enables teams to focus on high-value activities like relationship building and strategic account planning. It is built to turn reactive support into proactive success, ensuring that customers realize the full value of their subscription throughout their entire journey.

Custify Pricing

Custify offers custom pricing based on various user needs. Request a personalized Custify pricing quote for your business today.

Disclaimer: The pricing is subject to change.

Custify Integrations

The software supports integration with multiple systems and platforms, such as: 

Watch the Custify demo to learn more about its integration arrangements.

Who Is Custify For?

Custify software is ideal for a wide range of B2B SaaS organizations, including:

  • SaaS Startups
  • Mid-Market SaaS Firms
  • Enterprise Software Vendors
  • Subscription-Based Businesses
  • Product-Led Growth (PLG) Companies

Is Custify Right For You?

Custify is the premier choice for customer success professionals who struggle with ‘data silos’ and reactive churn management. Its standout feature is Customer Health Scoring, which allows you to define custom KPIs and weightings to see exactly which accounts are at risk or ready for an upsell. Recognized for its ‘playbook-driven’ architecture, it allows organizations to automate low-touch workflows so CSMs can focus on white-glove tasks. This platform is a definitive problem solver for Head of Customer Success and Operations Leaders who need to manage hundreds of accounts with absolute certainty.

Still unsure about Custify features? Contact us at (661) 384-7070 for further guidance.

Custify Features

The software allows teams to get a holistic view of every customer interaction. Custify consolidates product usage data, support tickets, and communication history into a single dashboard, providing CSMs with the full context of a customer’s health and lifecycle stage.

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Teams can scale their outreach without adding headcount. This feature allows you to trigger automated email sequences or internal tasks based on specific customer behaviors, such as a drop in product usage or the completion of an onboarding milestone.

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The software helps identify at-risk accounts before it's too late. Custify allows you to build complex health scores using various data points (e.g., login frequency, feature adoption, NPS), giving you an instant visual indicator of account status.

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Pros And Cons of Custify

Pros

  • Concierge onboarding ensures a very high success rate for new deployments

  • Highly flexible health scoring that adapts to unique SaaS business models

  • Automated playbooks significantly reduce time spent on manual outreach

Cons

  • Software automation features can be improved as per customer needs

  • Some integrations such as HubSpot can be improved further as suggested by some users

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Frequently Asked Questions

Custify software primarily supports English.

Custify price is based on tiered subscription plans tailored to the size and complexity of your customer success operations. Get a detailed Custify cost breakdown tailored to your specific requirements.

Custify supports integration with a wide range of platforms, including Chargebee, Pendo, BigQuery, Amplitude and more.

No, Custify does not offer a dedicated mobile app.

Custify features are used by Customer Success Managers (CSMs), Heads of Customer Success, Account Managers, and Operations Leaders in SaaS companies.

Custify offers support via helpful documentation, blogs, and contact form.

Yes, Custify offers an API.

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