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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

SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. Features of the Product: 1. Customer 360 View : Identify and tackle risks proactively, ensuring smooth customer success operations and greater customer satisfaction. 2. Customer Health Score : Identify at-risk accounts early by monitoring various customer health indicators, enabling proactive engagement and intervention to prevent churn or dissatisfaction. 3. Automated Playbooks : Eliminate repetitive tasks such as reviews, surveys, and renewals reminders, while maintaining a personalized touch. 4. Digital Success Room : Engage customers in goal setting and foster shared ownership, trust and loyalty. 5. AI Surveys : Implement the survey across all touchpoints

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

Customer Success Leaders, Revenue Leaders

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

$50/month/user
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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.2 / 5
support 4.8 / 5

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

SuccessGuardian
Founded: 2023
India
www.successguardian.in

Alternatives

Alternatives

Freshsuccess

Freshsuccess

Freshworks

Categories

Categories

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

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

Integrations

Chargebee
HubSpot CRM
HubSpot Customer Platform
Salesforce
Freshdesk
Google Analytics
Intercom
Jira
Metabase
Mixpanel
Pipedrive
QuickBooks Accountants
Rocketlane
Segment
Slack
Snowflake
Stripe
Zapier
Zoho Billing
Zoho CRM

Integrations

Chargebee
HubSpot CRM
HubSpot Customer Platform
Salesforce
Freshdesk
Google Analytics
Intercom
Jira
Metabase
Mixpanel
Pipedrive
QuickBooks Accountants
Rocketlane
Segment
Slack
Snowflake
Stripe
Zapier
Zoho Billing
Zoho CRM
Claim Custify and update features and information
Claim Custify and update features and information
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Claim SuccessGuardian and update features and information