Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reducing churn and increasing lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
“Before we had Custify, we were tracking customers’ health manually in a spreadsheet. This process was quite timeconsuming and nowhere close to real-time, and therefore often not actionable for us. After implementing Custify we restructured our team based on new lifecycle definitions, and, after a short period of fine-tuning, the accuracy of our health scores was remarkable."
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