Custify

The product is a customer success platform that centralizes customer data, tracks product adoption and lifecycle usage, monitors health scores and churn signals, and automates workflows, tasks and playbooks to reduce churn, refine onboarding and support renewals and expansion. It sells to customer success managers and customer success, support and operations teams in B2B companies. It is delivered as a SaaS platform with AI agents, prebuilt integrations to CRMs and other tools, and concierge onboarding.

Key features

• Customer 360 lifecycle view
• Customer health scoring
• Churn risk detection and alerts
• Expansion and upsell identification
• Workflow and playbook automation
• Tasks and alerts management
• Dashboards and reports
• Customer feedback surveys
• Customer portal collaboration
• Calculated metrics and insights
• AI agents for CS workflows
• CRM and tool integrations