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Next-Generation Customer Success Software For B2B SaaS

Custify

  • Customer 360 view: No more spreadsheets! Get all the customer data from your CRM, support, billing, and other systems in one place.

  • Growth: Automatically identify growth, renewal, and upsell opportunities.

  • Tasks and Alerts: Get notified when a customer is stuck in onboarding, at risk of churning, or due to renew.

  • Customer Health: Identify at-risk customers and reduce unwanted churn. Track your KPIs and define health scores.

  • Automation: Create playbooks and automate workflows to focus on white-glove tasks.

  • Customer Lifecycle: Understand product adoption and increase customer satisfaction during onboarding. Then encourage customers to renew their contracts and become advocates.

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Segment makes it easy to set up Custify

How Custify works

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.

All data in one view. Understand product usage, product adoption and your customer's lifecycle.
All data in one view. Understand product usage, product adoption and your customer's lifecycle.
Effective and actionable task-management that presents all information in one screen.
Effective and actionable task-management that presents all information in one screen.
Automate low-touch Customer Success workflows and focus on white-glove tasks.
Automate low-touch Customer Success workflows and focus on white-glove tasks.

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Get more out of Custify with Segment

Using Segment to send all your data like client interactions or attributes into Custify makes it very easy to get started. You will have no extra code to implement, no developers to bother, but instead you will benefit of a one-click setup and get value right away.

Try Segment

Segment makes it easy to set up Custify

Getting Started with Segment

Segment is the infrastructure for your customer data. Use one API to unlock 200+ tools for every team in your company. With Segment, developers can stop building tedious and expensive one-off data integrations while business users can get straight to work, turning on their favorite apps right from the Segment dashboard.