Are you still sending notes by email and sharing files with Gdrive links? How are your customers keeping track? It’s time to boost collaboration and improve onboarding with a configurable client portal. Share tasks, notes, documents and much more.
With our portal you get an expansion of our customer success platform.
It’s not another tool that you need to integrate with your stack to show generic data.
The Custify Customer Portal can dynamically change based on your lifecycle step.
It will leverage the data you already send us, and show your customers KPIs, health scores or
dashboards that you custom-built in Custify.
Before Custify, I would lose an entire day sending the same email over and over again,
checking metrics, and scheduling meetings. Now, my inbox is empty at the end of the day
because Custify does everything for me.
Stijn Smet Team Lead Customer Success
“
Before Custify we used spreadsheets to handle any client management
workflows and we were spending far too much time doing manual
tasks that could have been automated. Since using Custify, our
team can handle 3X more clients with more care and attention to each of them,
through the removal of all of the tasks and communication lines that they needed.
Daniel Snider - Automation Lead & SM Strategist
“
One of the things that we liked too, was that the product was young.
Some of the other platforms that we saw were clunky.
They had every feature under the sun that we were asking for.
But it also meant that there was no flexibility in how things would be able to
get built out or in any of our requests
Ailyn Mendoza Director of Customer Success & Support
Irina Vatafu - Head of CS at Custify
Irina Vatafu - Head of CS at Custify
The modern CSM uses a customer portal. Are you?
A better experience for your customers, fewer headaches for your team. Our Customer portal can be set up in minutes.
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