Case Study: Referrizer boosts productivity and improves onboarding with Custify

How Referrizer uses Custify to improve team productivity and onboarding flow

Referrizer, a marketing automation platform for local businesses, found its 30-person customer success team struggling with visibility and efficiency. Their challenges included an inability to properly segment and prioritize customers, a lack of insight into onboarding and product usage, and data that was spread across multiple unconnected tools. This prevented them from delivering a personalized customer experience.

By implementing Custify, Referrizer gained a centralized platform to track the customer journey. The solution provided segmentation, automated playbooks for task management, and feature adoption insights to build customer health scores. As a result, Custify helped decrease clients stuck in onboarding by 20%, improved team productivity by 20%, and reduced churn through more targeted and proactive support.

Referrizer

Mary Curkovic

Client Success Director