Custify is a platform designed to enhance customer success, aiming to decrease churn and increase customer lifetime value. It integrates with ZohoCRM to provide functionalities that improve customer management. This integration allows for customer segmentation based on Zoho CRM's revenue data, enabling targeted communication strategies.
The platform supports the creation of lifecycle stages specific to account types, with tasks and alerts for Customer Success Managers (CSMs) to ensure customer progression. It also offers the ability to develop customer success playbooks related to deal stages and calculate health scores using metrics such as annual revenue and potential deal value, facilitating proactive customer success efforts.
Key Features:
Sync data between Zoho CRM and Custify
Keep your Customer Success and Sales teams in sync by having customer notes from both teams available in both platforms
Build health scores and track performance based on data you already have in Zoho CRM
Automatically reach out to at-risk customers and contacts based on performance metrics defined in Custify from data that your teams provide
Bulevardul Alexandru Ioan Cuza, Nr. 99 011054, Bucuresti Sectorul 1 Romania
Custify is a customer success platform designed for B2B SaaS business.
It helps to better meet customers' needs, reducing churn and increasing lifetime value.
Insights about product usage as well as data from CRM, support, billing, and other systems are brought together in one place.
Relevant customer success KPIs (health scores) 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.
Custify also has a sophisticated automation engine built in for low-touch workflows.
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Hello,
I would recommend you to try Custify for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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