Custify

Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reducing churn and increasing lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.

Case Studies

Showing 17 Custify Customer Success Stories

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How ChartMogul automates health scoring, and builds sophisticated proactive processes that help prevent churn

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Reduced churn by 50% in 9 months Increased customer health scores by 25% Boosted the CS team’s efficiency

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GloriaFood - Customer Case Study

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Growth Engine - Customer Case Study

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How Inflow leveraged health scores and lifecycle functionality to increase their NRR annual growth rate by over 50%

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Kiflo - Customer Case Study

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How Monograph predicts churn and saves 6h per week per CSM using Custify automation & segmentation features

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How the Pin Payments team leveraged multiple features in Custify to reduce churn and drastically improve customer experience

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How Plaato automated their CS processes, boosted their core customers’ health scores, and improved their NPS

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How Referrizer used Custify to recover cancelled clients

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How Referrizer uses Custify to improve team productivity and onboarding flow

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How SocialInsider uses segments and automation to improve proactive outreach by 300% and trial user conversion rates by 28%

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How this SaaS platform used segmentation, health scores and calculated metrics to increase their YoY job placements by 300%

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How TestMonitor leverages Custify features to lower churn, improve customer satisfaction and improve productivity

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How UserPilot boosted revenue from upgrades and upsells, reduced delinquent churn, and increased customer satisfaction

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How Whale reduced time spent on manual CS tasks by 90%, doubled their global health score, reduced churn, and stabilized MRR

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How Woodpecker applies segments and lifecycle functionality from Custify to scale their operations and be more proactive

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