How to Build Your Own Custify

Create custom reports and dashboards to track key customer success metrics.

Compare your customer success metrics against industry benchmarks.

Widget for embedding real-time customer health data on dashboards and applications.

AI-powered algorithm that predicts customer churn risk and expansion opportunities based on behavioral and usage data.

Automatically segment customers based on health score, usage patterns, industry, and custom attributes.

RESTful API for custom integrations and programmatic access to customer data.

Map and match customer attributes across different data sources automatically.

Automatic two-way data synchronization with CRM and other business tools.

Export customer data and reports in CSV, Excel, and PDF formats.

Link and share knowledge base articles with customers for self-service support.

Send targeted email campaigns to customer segments with tracking and analytics.

Centralized platform to communicate with customers via email, in-app messaging, and SMS.

Self-service portal for customers to access resources and track their success.

Send targeted in-app messages to guide customers and promote feature adoption.

Provide customers with self-paced training and onboarding content.

Set up alerts for important customer events, milestones, and behavioral changes.

Configure automated customer onboarding workflows with milestones and tasks.

Automatically triggers interventions and alerts when customers show signs of churn risk.

Create and execute customer success playbooks that trigger automated actions based on customer behavior.

Track all user actions and changes in Custify for compliance and security.

Track customer compliance status and requirements for regulated industries.

Configure granular permissions and access levels for different team members.

Integrate with SAML and OAuth for enterprise-grade authentication.

Schedule customer meetings and calls with automated calendar integration.

Assign and track customer success tasks and activities for team members.

Collaborate within Custify with notes, comments, and mentions on customer records.

Organize and manage customer accounts with full account hierarchy and ownership.

Unified timeline showing all customer activities, interactions, and milestone events.

Build and document detailed success plans for each customer with measurable goals.

Access customer success data and manage accounts on iOS and Android devices.

Access Custify interface and communicate with customers in multiple languages.