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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

Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

B2B SaaS companies

Audience

Customer success teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

899$/mo
Up to 3 seats / users
Tracking of health scores / KPIs
Customer 360° profiles
Customer outreach directly from Custify
Customer segmentation
Tracking of customer lifecycles
Automation / Playbooks
Actionable task management
Custom integrations
Concierge onboarding
Free Version Not Supported
Free Trial Not Supported

Pricing

$99.00/month
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Custify
Founded: 2017
Romania
www.custify.com

Company Information

Vitally
Founded: 2017
United States
www.vitally.io

Alternatives

Alternatives

Categories

Categories

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Not Supported

Customer Satisfaction Features

360 Degree Feedback Supported
Analytics Supported
Call Reporting Not Supported
Complaint Monitoring Not Supported
Feedback Collection Supported
Survey Management Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Integrations

Chargebee Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Segment Supported
Zapier Supported
5X Not Supported
AccessOwl Not Supported
Census Not Supported
Clearbit Not Supported
Gmail Not Supported
Google Analytics Supported
Google Cloud BigQuery Not Supported
Intercom Not Supported
Lantern Not Supported
Microsoft Outlook Not Supported
Mixpanel Not Supported
Slack Not Supported
Zendesk Not Supported
Zoho CRM Supported

Integrations

Chargebee Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Segment Supported
Zapier Supported
5X Supported
AccessOwl Supported
Census Supported
Clearbit Supported
Gmail Supported
Google Analytics Not Supported
Google Cloud BigQuery Supported
Intercom Supported
Lantern Supported
Microsoft Outlook Supported
Mixpanel Supported
Slack Supported
Zendesk Supported
Zoho CRM Not Supported
Claim Custify and update features and information
Claim Custify and update features and information
Claim Vitally and update features and information
Claim Vitally and update features and information