Custify is a dedicated customer success platform built for B2B SaaS businesses operating on recurring revenue models. Launched in 2017, it was created to give customer success teams a single place to see product usage, billing, CRM and support data, then turn those insights into proactive outreach. Instead of juggling spreadsheets or generic CRMs, CSMs get a true 360° account view, customizable health scores and automated workflows tailored to their portfolio.
The platform focuses on three core outcomes: preventing and reducing churn, improving onboarding and adoption, and uncovering expansion and upsell opportunities. Custify’s features span customer 360 views, lifecycle management, segmentation, health scoring, playbooks, tasks and alerts, dashboards, surveys and a customer portal. Its automation engine and newer CustifyAI capabilities help teams scale low‑touch engagement while reserving time for high‑touch accounts.
From a company perspective, Custify SRL is a privately held, bootstrapped business headquartered in Bucharest, Romania, with additional offices in Munich, London and Novi Sad. It serves a global customer base of primarily small and mid-market SaaS vendors across software, IT services, marketing technology and other subscription businesses. The team emphasizes concierge onboarding and hands-on support, often helping customers model their data, define health scores and configure playbooks.
In the customer success tools market, Custify positions itself between entry-level tools and heavy enterprise platforms such as Gainsight or Totango. It differentiates on ease of use, fast implementation, strong integrations with CRMs, billing and support tools, and competitive pricing for smaller CS teams. With high ratings on G2, Capterra and TrustRadius, it’s often shortlisted by teams that want robust CS functionality and automation without the cost and complexity of legacy enterprise suites.