Custify is unclaimed —
C
Custify
Surface churn risk. Secure renewals. Scale with AI agents.·custify.com
Custify is customer success software for B2B SaaS companies that centralizes account data, monitors customer health, detects churn risk, manages renewals, optimizes onboarding, and identifies expansion opportunities. It uses AI agents to surface account signals, generate playbooks, and automate customer success workflows. The platform provides dashboards, health scores, task management, surveys, and a customer portal for CS teams.
What it's for
Reduce churnRefine onboardingMonitor customer health and detect churn riskManage renewalsIdentify upsell and cross-sell opportunitiesAutomate customer success workflows with playbooksCentralize account data from multiple toolsSend CSAT and NPS surveysTrack KPIs via dashboards and reportsCollaborate with customers via a customer portal
Features 20
- Automated health scores (Signals)
- Automation and visual playbook builder
- Calculated metrics combining data sources and events
- Churn risk detection and alerts
- Concierge onboarding (setup in under four weeks)
- CSAT and NPS survey creation
- CSM rating for tracking client health
- CustifyAI agents for churn risk analysis, meeting prep, and follow-up drafting
- Custom alerts via Slack, email, or notification
- Customer 360 unified view of account data
- Customer health scoring with custom KPIs
- Customer lifecycle tracking
- Customer portal for QBRs and shared tasks
- Customer segmentation by metrics
- Dashboards and reports for tracking KPIs
- Expansion and upsell/cross-sell identification
- Native integrations with existing tech stack
- Role-Based Access Controls (RBAC)
- Single Sign-On (SSO)
- Task management and alerts for CSMs
Pricing
Pricing is available on request. The vendor describes benefits including award-winning features, guided onboarding, dedicated support, and integrations. No setup fees are charged.