Case Study: Kiflo streamlines customer onboarding and scales CS with Custify

Kiflo - Customer Case Study

kiflo, a provider of partner relationship management software, faced several customer success challenges. With a small team of three, they were manually tracking partner onboarding through spreadsheets, which was error-prone and lacked insight. They were also unable to identify product adoption opportunities and were struggling to scale their operations, leaving them in a consistently reactive position.

By implementing Custify, kiflo streamlined its processes using lifecycle functionality, health scores, and automated playbooks. This allowed the team to proactively manage onboarding, identify at-risk users, and automatically assign tasks. The results for kiflo included a fully optimized and transparent onboarding process, the ability to handle more clients without hiring, and a complete shift from a reactive to a proactive customer success model, all powered by Custify.

Kiflo

Philippe Swamy

Customer Success Manager