The new daily dashboard pairs proactive AI insights with customer success managers’ priorities, meetings and upcoming renewals. The update also adds Portfolio Playbooks, expanded customer portal customization and other platform improvements.

BUCHAREST, Romania, – Custify, an AI-first customer success platform (CSP) for SaaS, today announced its latest major product update, headlined by MyCustify, a new home screen that shows customer success managers (CSMs) their daily tasks, meetings, renewals, customer signals and inbox in one place. The update also improves many of Custify’s existing features.

Custify said the new features let CSMs tailor the platform to their day-to-day work with customers.

“With MyCustify, we want CSMs to see the most important items on their agenda as soon as they log in. The interface shows open tasks, upcoming meetings and renewals, new proactive AI insights and more, so CSMs can get to work faster without sifting through reports or user signals,” said Philipp Wolf, CEO of Custify.

The full Custify update includes the following features and improvements:

1.MyCustify

MyCustify is more than a new interface or a task list:

The AI Insights section is powered by a new Proactive Insights AI agent, which reviews customer conversations and progress overnight and delivers fresh suggestions each morning.
CSMs can turn new AI insights into tasks with one click or dismiss those that don’t fit their current priorities.
MyCustify is now the default screen when users open Custify.
Users can fully customize MyCustify by reordering, adding or hiding sections — for example, adding their calendar or inbox.

2.Portfolio Playbooks

Custify users can now build playbooks that run across a CSM’s entire portfolio or across entire user segments, expanding the platform’s existing automation options. Portfolio Playbooks can be triggered automatically or manually, or scheduled to run at a specific time, giving CSMs more flexibility in how they run automated workflows.

3.More Customer Portal Customization

Customer Portals in Custify let CSMs and their accounts collaborate on success plans, objectives, shared tasks, meetings and more. Until now, portals could be customized only with the logo and branding of the company or account.

New branding controls now let CSMs apply brand colors and fonts to the shared portal and adjust content width, with a live preview.

Customer survey pages can also be hosted directly on the company’s own domain, adding a layer of trust to customer interactions.

4.Other Improvements: Dynamic Customer 360, Smarter Global Search

Other platform improvements include:

Dynamic Customer 360. An updated Customer 360 view with an Activity Snapshot showing planned next steps.

Smarter Global Search. Search results are now grouped by entity type, such as Projects or Subsidiaries.

Cleaner Stakeholders Map. Improved mapping of third-party contacts and contacts who have left the company.

More information available at custify.com.

About Custify

Custify is a customer success software company serving B2B SaaS companies. Its CSP helps teams centralize customer information, automate workflows, monitor health scores and improve customer retention and expansion. Custify is headquartered in Bucharest, Romania. More information available at https://www.custify.com.

Media Contact:

Philipp Wolf

Custify

+40 740 004 265 [email protected] https://www.custify.com

SOURCE Custify

Disclaimer: This article is for informational purposes only. Product features and capabilities described are based on the information provided and may change over time. Users should verify details directly with Custify.