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What is Custify?

Custify serves as a platform tailored for customer success in B2B SaaS enterprises. It empowers users to effectively address customer requirements, minimize churn rates, and enhance customer lifetime value. Beyond offering insights into in-product usage, the platform integrates data from various sources such as CRM, support, billing, and other systems to provide a comprehensive view. Users can access a dashboard that showcases key performance indicators alongside client interactions. Furthermore, Custify identifies clients who may encounter difficulties during the onboarding process, those whose trial periods are nearing completion, and those showing a decline in usage. This proactive approach enables customer success managers to engage with clients before issues arise. Additionally, the platform features a robust automation engine designed to facilitate low-touch workflows, streamlining customer interactions and improving overall efficiency. By leveraging these capabilities, businesses can foster stronger relationships with their clients.

What is Canvas AI?

Canvas serves as a cutting-edge platform that utilizes AI technology to enhance customer success by transforming data into actionable insights. It seamlessly integrates with existing data sources, offering a unified perspective that facilitates proactive management of customer relationships. Key features include the early identification of risks, the detection of potential growth opportunities, and the automation of tedious tasks, allowing teams to dedicate their efforts to strategic initiatives. The AI-powered alerts and the Canvas Copilot function assist in prioritizing essential actions and managing complex tasks efficiently. In addition, Canvas offers generative analytics for customizable reporting in real-time, which improves the understanding of ROI and progress communicated to clients. Its streamlined implementation process adapts to existing datasets, delivering immediate advantages. Ultimately, Canvas empowers customer success teams to move from a reactive stance to a proactive strategy that emphasizes growth and development opportunities. By harnessing Canvas's sophisticated features, organizations can strengthen their customer relationships and achieve lasting success in the market. This innovative approach not only fosters a more engaged customer base but also positions companies for future advancements.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce
Amplitude
Chargebee
Gmail
Google Analytics
Google Calendar
Google Docs
HubSpot Customer Platform
Microsoft Excel
Pipedrive
Segment
Slack
Snowflake
Zapier
Zoho CRM

Integrations Supported

HubSpot CRM
Salesforce
Amplitude
Chargebee
Gmail
Google Analytics
Google Calendar
Google Docs
HubSpot Customer Platform
Microsoft Excel
Pipedrive
Segment
Slack
Snowflake
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

899$/mo
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Custify

Date Founded

2017

Company Location

Romania

Company Website

www.custify.com

Company Facts

Organization Name

Canvas AI

Company Location

United States

Company Website

www.canvas.inc/

Categories and 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

Categories and 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

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