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What is Phano?

Phano is a comprehensive AI solution specifically designed for Customer Success and Account Management teams in B2B SaaS companies. Each night, it conducts an analysis that connects account usage metrics, relationship dynamics, and support signals to pinpoint accounts that might be at risk of leaving or those ready for expansion, providing insights into probable reasons and suggested actions ahead of renewal periods. The findings from these analyses are presented with their supporting evidence, highlighting inconsistencies and identifying potential gaps, which allows teams to base their decisions on trustworthy data. This intelligence seamlessly integrates into the existing platforms that teams use daily, including email, Slack, Microsoft Teams, CRM systems, and webhooks, and it also supports API and MCP integration. This dual functionality enables Customer Success Managers to concentrate on customer retention while Account Managers can simultaneously pursue growth opportunities utilizing the same analytical insights. Phano features a straightforward self-service setup, offers a 30-day free trial, and subsequently provides a subscription at a rate of 99 EUR per month, which makes it an attractive option for teams looking to strengthen their customer connections and foster growth. Ultimately, Phano not only streamlines workflows but also equips teams with the tools they need to respond proactively and strategically in a competitive market.

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.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Google Analytics
Microsoft Teams
Microsoft Teams Phone
Model Context Protocol (MCP)
Pipedrive
Segment
Slack
Zapier
Zoho CRM

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Google Analytics
Microsoft Teams
Microsoft Teams Phone
Model Context Protocol (MCP)
Pipedrive
Segment
Slack
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
Free Version
Free Trial Offered?

Pricing Information

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 Version
Free Trial Offered?

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

Phano

Date Founded

2026

Company Location

France

Company Website

phano.ai/en

Company Facts

Organization Name

Custify

Date Founded

2017

Company Location

Romania

Company Website

www.custify.com

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

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

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