Custify is unclaimed —

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

At a glance

API

TypeWeb app

DeploymentCloud

PlatformsWeb

ForB2B SaaS companies, customer success teams, customer success managers

CompanyCustify SRL

Integrations

IntercomSlackHubSpot

Complianceself-reported

ISO/IEC 27001SOC 2 Type 2GDPR

Resources

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.