Custify for Zoho CRM

Customer Success Software for B2B SaaS businesses - reduce churn, increase lifetime value and better meet customers' needs

Built for: CRM Developed by: Custify

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.

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    Tags :

    Deployment type API-built integrations
    Published date Mar 25, 2021
    Version 2.1
    Category Analytics
    Pricing Paid
    Vendor Website

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