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features
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support

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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.

Description

A recent survey conducted by KPMG reveals that 53% of HR professionals are aiming to invest in process automation. By automating various requests such as Leave of Absence, intermittent leave, and employee onboarding or offboarding, you can create a more streamlined experience for your team. Furthermore, a study by Forrester highlighted a significant 361% increase in overall ROI when automating processes related to safety and risk management. Enhance your safety and risk management functions, which encompass OSHA compliance, incident management, claims oversight, investigative procedures, and audits across multiple locations. Break free from the burden of repetitive tasks and unproductive work. Utilize our premium service to reevaluate and transform your business processes, enabling rapid automation implementation. Make the most of Pulpstream’s integrated alerts, notifications, and process kick starters to maintain momentum and identify when tasks may encounter delays. Automate your processes and effortlessly monitor progress at a glance while enjoying the benefits of improved efficiency and productivity. Embrace the future of work by allowing automation to handle your routine operations, providing your team with more time to focus on strategic initiatives.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Chargebee Yes 
Docusign No 
Google Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Segment Yes 
Zapier Yes 
Zoho CRM Yes 

Integrations

Adobe Acrobat Sign Yes 
Chargebee No 
Docusign Yes 
Google Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
Salesforce No 
Segment No 
Zapier No 
Zoho CRM No 

Pricing Details

899$/mo
Up to 3 seats / users
Tracking of health scores / KPIs
Customer 360° profiles
Customer outreach directly from Custify
Customer segmentation
Tracking of customer lifecycles
Automation / Playbooks
Actionable task management
Custom integrations
Concierge onboarding
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Custify

Founded

2017

Country

Romania

Website

www.custify.com

Vendor Details

Company Name

Pulpstream

Founded

2013

Country

United States

Website

pulpstream.com

Product Features

Customer Satisfaction

360 Degree Feedback Yes 
Analytics Yes 
Call Reporting No 
Complaint Monitoring No 
Feedback Collection Yes 
Survey Management Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis No 

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

EHS Management

Audit Management Yes 
Corrective / Preventive Actions Yes 
Environmental Management Yes 
Environmental Risk Assessment Yes 
Forms Management Yes 
Incident Management Yes 
Industrial Safety Management Yes 
Injury Reporting Yes 
Inspection Management Yes 
MSDS No 
OSHA Recordkeeping Yes 
Occupational Health Management Yes 
Safety Risk Assessment Yes 
Training Management Yes 
Waste Management No 

Alternatives

Alternatives