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Description
Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.
Description
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Expensify
Gmail
Google Analytics
Microsoft 365
Pipedrive
QuickBooks Online
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Expensify
Gmail
Google Analytics
Microsoft 365
Pipedrive
QuickBooks Online
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
899$/mo
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AppsForOps
Founded
2015
Country
Australia
Website
www.AppsForOps.com
Vendor Details
Company Name
Custify
Founded
2017
Country
Romania
Website
www.custify.com
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Timeline
Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls
Product Features
Customer Satisfaction
360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis