Custify

Custify is a customer success platform for B2B software-as-a-service companies. It gathers customer data from several systems and shows it to customer success managers in a single view, so they can act on risk and growth signals sooner.

The platform draws in product usage data alongside information from CRM, support and billing tools. Its AI agents handle routine work, leaving the team with only the tasks that need a person.

Services

• Unified customer data: brings usage, CRM, support and billing information into one place with dashboards of customer success measures.
• Churn signals: flags accounts that stall during onboarding, whose trials are close to ending, or whose usage has dropped.
• AI agents: prebuilt agents that take on routine customer success tasks and pass the rest to the team.
• Playbooks and automation: turns a team's own processes and rules into workflows that run automatically, including low-touch customer journeys.
• Expansion signals: watches for customers who look ready to grow so the team can follow up.
• Integrations: connects to the other tools a customer success team already uses.

Customers and markets

The product is aimed at customer success teams at B2B SaaS businesses.