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Custify-automation

Custify

Brand: Custify SRL

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Custify Software Overview

Custify SRL Company Details

Founded Year:  2017

SaaS, Customer Success Software for Saas, Customer Success

Director/Founders Philipp Wolf
Company Size 1-100 Employees

Custify Pricing & Plans

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Custify Features

  • icon_check Customer 360° View
    Consolidates data from CRM, billing, and support tools into one unified dashboard for complete customer visibility.
  • icon_check Customer Health Scoring
    Calculates health scores using usage, engagement, and revenue data to identify churn risks early.
  • icon_check Lifecycle Management
    Tracks customers across onboarding, adoption, renewal, and expansion stages with structured lifecycle views.
  • icon_check Workflow Automation
    Automates repetitive tasks like follow-ups, alerts, and onboarding actions to improve efficiency.
  • icon_check Task Management
    Enables teams to assign, track, and complete tasks linked to customer accounts and activities.
  • icon_check Alerts & Notifications
    Sends real-time alerts for inactivity, churn signals, or expansion opportunities based on triggers.
  • icon_check Segmentation
    Groups customers based on behavior, usage, or revenue to enable targeted engagement strategies.
  • icon_check Dashboards & Reporting
    Offers customizable dashboards with real-time KPIs, trends, and actionable customer insights.
  • icon_check Product Usage Tracking
    Monitors feature usage and engagement to understand adoption levels and product interaction.
  • icon_check Integrations
    Connects with CRM, billing, support, and analytics tools to ensure seamless data synchronization.
  • icon_check Onboarding Management
    Streamlines onboarding workflows to accelerate time-to-value and improve early engagement.
  • icon_check Customer Segmentation Analytics
    Analyzes segmented customer groups to uncover trends and optimize retention strategies.
  • icon_check Collaboration Tools
    Facilitates cross-team collaboration by sharing customer insights across sales and support teams.
  • icon_check Data Centralization
    Aggregates data from multiple sources into a single platform for easier access and decision-making.

Custify Specifications

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Email Live Chat
Language
English
Integration
API Integration
Training Resources
Webinars Videos
AI Features
AI Integrated

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.

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