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About

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.

About

53% of HR professionals plan to invest in process automation, according to a KPMG survey. Create an easier experience for your team by automating requests such as Leave of Absence, Intermittent, employee onboarding/offboarding. A Forrester study showed a 361% rise in the total ROI from automating safety and risk management processes. Streamline entire safety and risk management operations, including OSHA compliance, incident management, claims management, investigations, and audits & inspections across locations and geographies. Free yourself from repetitive tasks and busy work. Tap into our white-glove service to rethink and redesign your business processes and automate them in record time. Leverage Pulpstream’s built-in alerts, notifications, and process kick starters to keep things moving, and track when and where tasks get stuck. Put your processes on autopilot and see progress at a glance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B SaaS companies

Audience

Safety and risk management solution for organizations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

899$/mo
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Custify
Founded: 2017
Romania
www.custify.com

Company Information

Pulpstream
Founded: 2013
United States
pulpstream.com

Alternatives

Alternatives

EHSpro

EHSpro

BasicSoft Inc.

Categories

Categories

Customer Satisfaction Features

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

EHS Management Features

Audit Management
Corrective / Preventive Actions
Environmental Management
Environmental Risk Assessment
Forms Management
Incident Management
Industrial Safety Management
Injury Reporting
Inspection Management
MSDS
Occupational Health Management
OSHA Recordkeeping
Safety Risk Assessment
Training Management
Waste Management

Integrations

Adobe Acrobat Sign
Chargebee
Docusign
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Segment
Zapier
Zoho CRM

Integrations

Adobe Acrobat Sign
Chargebee
Docusign
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Segment
Zapier
Zoho CRM
Claim Custify and update features and information
Claim Custify and update features and information
Claim Pulpstream and update features and information
Claim Pulpstream and update features and information