With AI Customer Summary Generation you can generate a comprehensive summary based on multiple data points
across each customer.
Get a detailed document with insights like account overview, key touchpoints, customer feedback, health score
analysis, potential risks, and recommended actions. No more manual summaries—CustifyAI handles it all for
you.
Dynamic Task Management
Optimize Resource Allocation with Dynamic Assignment
Adapt round-robin assignments and user tags, ensuring the right team member handles each task. Assign tasks dynamically based on team capacity and client needs.
Customization
Treat your customers like individuals
Not every customer has the same needs. Treat them like individuals by segmenting your customer base into groups based on account details or usage.
Deliver the best services for each segment to maximize retention and expansion revenue.
“Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything.
Now, everything is centralized, and I can focus on our customers without getting lost in mundane work.
We've become more efficient, and our ability to engage and support our customers has greatly improved.”
Reduce manual tasks and free up your team's time for strategic activities.
Benefits:
Streamlined operations
Consistent customer journeys
Increased capacity for managing accounts
Business Impact
Drive Business Growth and Customer Satisfaction
Deliver the right information and support at the right time to enhance customer experience.
Benefits:
Higher customer satisfaction
Reduced operating costs
Improved resource allocation
Why our clients love Custify:
“
Before Custify, I would lose an entire day sending the same email over and over again,
checking metrics, and scheduling meetings. Now, my inbox is empty at the end of the day
because Custify does everything for me.
Stijn Smet Team Lead Customer Success
“
Before Custify we used spreadsheets to handle any client management
workflows and we were spending far too much time doing manual
tasks that could have been automated. Since using Custify, our
team can handle 3X more clients with more care and attention to each of them,
through the removal of all of the tasks and communication lines that they needed.
Daniel Snider - Automation Lead & SM Strategist
“
One of the things that we liked too, was that the product was young.
Some of the other platforms that we saw were clunky.
They had every feature under the sun that we were asking for.
But it also meant that there was no flexibility in how things would be able to
get built out or in any of our requests
Ailyn Mendoza Director of Customer Success & Support
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
Join the Modern CSM and Automate Your Customer Success
From scaling your operations to saving precious time, we've got you covered. Ready to Transform Your CS Processes?
Our customer success tool can monitor customer behavior and usage patterns to identify signs of disengagement or dissatisfaction. Automated alerts can notify your Customer Success Managers (when a customer’s activity drops or if they encounter frequent issues, allowing you to take proactive measures.
Custify can automate the onboarding process by sending personalized welcome emails, scheduling training sessions, and providing access to relevant resources. It can also track the progress of new customers, ensuring they complete necessary steps and receive timely support.
Yes, our tool can automatically calculate customer health scores based on predefined metrics such as product usage, support interactions, and survey responses. This helps your team prioritize customers who may need additional attention to ensure their success.
Automation can track subscription end dates and customer usage patterns, sending timely renewal reminders and personalized upsell offers. It can also flag customers who may benefit from higher-tier plans based on their usage data.
Custify playbooks can schedule regular follow-up emails and check-ins based on customer segments and timelines. This ensures that no customer is overlooked and that they receive timely support and engagement throughout their lifecycle.
Our tool can automate the collection of customer feedback through surveys and centralize the responses to identify common themes and actionable insights
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