Used For

• +**Your team checks 5 different tools to see if a customer is healthy** → One dashboard shows everything - usage, support tickets, billing status, engagement scores
• +**You find out customers cancelled after they're already gone** → Automated alerts when someone stops using key features or their health score drops
• +**Onboarding customers get stuck and nobody notices for weeks** → Playbooks automatically create tasks when someone hasn't hit milestones
• +Connects to HubSpot and pulls in all your CRM data without breaking anything
• +Health scoring that actually uses your product data instead of guesswork

Best For

• >Your CS team spends most of their day hunting for data instead of helping customers
• >You're losing customers and only finding out when they don't renew
• >Growing past 50 customers and your HubSpot setup isn't cutting it for retention tracking

Not For

• -Solo founders or tiny teams - you're paying for 3 seats minimum when you need maybe half a person doing CS
• -Companies with super simple products where you can just email everyone personally
• -Anyone wanting deep customization - this is the no-code route, not the 'build exactly what you want' route

Pairs With

• *HubSpot (where all your customer data lives and Custify pulls from)
• *Slack (where the alerts about at-risk customers actually get your attention)
• *Segment (to pipe in product usage data so health scores aren't just based on email opens)
• *Mailchimp or HubSpot Marketing (for the automated email sequences your playbooks trigger)
• *Zoom or Calendly (where you actually have those intervention calls with at-risk accounts)

The Catch

• !Standard pricing starts at 3 seats whether you need them or not - no solo founder pricing
• !You'll still need someone to set up and maintain the health scoring rules or it becomes useless
• !The 'half day setup' assumes your data is clean - if your HubSpot is a mess, this won't magically fix it

Bottom Line

Turns customer success from spreadsheet archaeology into actual proactive work.