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What is Custify?
Custify is a customer success platform purpose-built for B2B SaaS teams. It consolidates product usage, billing, support, and CRM data into a unified Customer 360 view to help teams monitor customer health, detect churn risk, manage renewals, optimize onboarding, identify expansion opportunities, and automate customer success workflows with AI agents.
Key features
Customer 360
Unified account view combining product usage, adoption, customer lifecycle data, tasks, and customer activity from integrated tools
Health Scores
Configurable AI-powered scoring engine combining usage, support, billing, and survey data to flag at-risk and thriving accounts
Automation & Playbooks
Trigger-based workflows that automatically create tasks, alerts, and emails based on account behavior and lifecycle events
Task Management
Centralized task workflows for CSMs including manual tasks, automated playbook tasks, alerts, and AI-suggested follow-ups
CustifyAI
AI agents that monitor accounts, generate summaries, analyze churn risk and sentiment, prepare for meetings/QBRs, and auto-suggest customer communications
Customer Portal
Branded, customer-facing workspace for success plans, shared tasks, milestones, QBR progress, and collaboration
Surveys & Feedback
In-app NPS and CSAT surveys triggered during customer journeys and connected to health scores and playbooks
Dashboards & Reporting
Customizable dashboards and reports for retention, expansion, adoption, CSM productivity, and custom metrics
Calculated Metrics
Build custom metrics from account data, product usage, and events for health scoring, automation, and dashboards
Integrations
Native integrations with CRM, billing, support, and communication tools including Salesforce, HubSpot, Intercom, Stripe, Slack, and others
Custify pricing
Custify uses a custom quote-based pricing model. Setup fees are not charged. All new customers receive concierge onboarding completed within approximately four weeks.
| Plan | Price | What's included |
|---|---|---|
| Starter | $399/month | Customer 360 view, basic health scoring, task management |
| Growth | Custom pricing | Expansion opportunity identification, advanced automation, custom dashboards, higher account limits |
Pros & cons
Pros
- + Unified Customer 360 dashboard consolidates data from multiple systems
- + AI-driven setup automatically configures health scores and playbooks based on your CS processes
- + No setup fees and guided concierge onboarding (4 weeks)
- + Flexible automation and playbooks that trigger based on account signals
- + Strong customer support with 98% NPS rating
- + Designed specifically for customer success workflows rather than general CRM
- + Churn detection and risk signals surfaced proactively through AI agents
Cons
- − Custom pricing model requires demo and sales contact; not self-serve
- − No free trial or free version available
- − Pricing not transparent on public pricing page
- − Implementation requires customer input to configure health scores and playbooks (though AI assists)
Who is Custify best for?
- • B2B SaaS teams managing customer retention and expansion
- • Teams juggling data across CRM, billing, support, and product platforms
- • Companies with repeatable customer success workflows that can benefit from automation
- • Organizations focused on proactive churn prevention and expansion opportunities
- • Mid-market SaaS with 10+ customer success managers
Frequently asked questions
Are there any setup fees?
No, Custify does not charge setup fees for customers.
What support is offered?
In-app and email support with concierge onboarding. Support team provides guidance through implementation, adoption, and ongoing technical support.
Do you offer flexible integrations?
Yes. Custify offers powerful native integrations and is flexible about adding custom integrations free of charge if they make sense for the global customer base. Special integrations can be built based on customer needs.
How long does implementation take?
Concierge onboarding is completed in approximately four weeks, from initial setup through team training.
