What Custify SRL does

Custify SRL is a privately held B2B SaaS company founded in 2017 and headquartered in Bucharest, Romania, that builds an AI-first customer success platform for SaaS companies ranging from early-stage startups to enterprise. The platform is delivered as a modular suite of products — Customer 360, Customer Health scoring, Expansion & Growth, Automation (event-based playbooks), Tasks and Alerts, Dashboards & Reports, Surveys, Customer Portal, Calculated Metrics, and Concierge Onboarding — with a unified AI layer called CustifyAI that provides churn risk analysis, sentiment scoring, generative playbook creation, account summaries (including SWOT analysis), and a conversational assistant accessible in-app and via Slack. The technology stack runs on AWS Bedrock for generative AI, MongoDB for the production database, and exposes 45+ native integrations (HubSpot, Salesforce, Intercom, Databricks, Snowflake, Gong, Slack, etc.) plus 200+ additional connectors via Zapier, with SOC 2 Type II and GDPR compliance.

The company sells on a quote-based annual subscription model with auto-renewing terms, targets SaaS businesses whose revenue depends on renewals and expansion, and differentiates on three axes: (1) concierge (white-glove) onboarding offered to all customers with a four-week implementation promise, (2) deep customizability of health scores, calculated metrics, and playbooks built around each customer's own processes, and (3) an AI-first product positioning introduced in 2026 that includes autonomous agents for health analysis, market monitoring, and meeting prep. GTM is sales-led with a direct website conversion path and a "Request Demo" CTA; a self-serve motion is available for smaller customers. Leadership is concentrated with founder-CEO Philipp Wolf, and the company remains founder/management-owned with no disclosed external funding rounds or institutional investors.

Name

Custify SRL

Legal name

Custify SRL

Website

https://custify.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Custify SRL is a Bucharest-based SaaS company that provides an AI-first customer success platform for B2B SaaS firms, offering health scoring, churn prediction, playbook automation, and a concierge onboarding service to help CS teams reduce churn and drive expansion revenue.

Ownership category

akta.pro rank

Product category

Customer Success Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Content Aggregation, Curation & RSS Platforms (BPAMAJAI)

akta.pro secondary industry

Model Governance, Risk & Compliance (GRC) Platforms (HDAAAKAA)

Keywords

• Customer success software
• SaaS customer success
• Churn prevention software
• Customer health scoring
• Customer success automation

Headquarters

HQ city

Bucharest

HQ country

Romania

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Software as a Service): Custify operates as a B2B SaaS platform providing software services on a subscription basis. Fees are invoiced annually in advance by default, with a standard 1-year subscription term that auto-renews. The subscription model is quote-based with tiered/account-based pricing, suggesting seat-based or feature-tiered plans. Additional professional services (Concierge Onboarding) are offered as part of the subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Custify provides an AI-first SaaS customer success platform for SaaS companies, combining unified customer data, health scoring, churn risk detection, automation playbooks, surveys, customer portals, and expansion-revenue insights into a single product. CustifyAI and dedicated AI agents automate routine CS work — churn analysis, sentiment scoring, playbook generation, account summaries, and conversational assistance — so CS teams can focus on accounts needing human attention. The platform is delivered as an annual subscription with quote-based tiers and is backed by concierge onboarding.

Product overview

Custify is an AI-first customer success platform delivered as a unified SaaS product with modular capabilities. The core platform consists of Customer 360 (unified customer data hub), Customer Health (health scoring engine), Expansion & Growth (revenue optimization), Automation (playbook-based workflow engine), Tasks and Alerts (task management), Dashboards & Reports (analytics), Surveys (feedback collection), Customer Portal (client-facing hub), and Calculated Metrics (custom metrics builder). These modules are complemented by CustifyAI (the AI capability layer providing churn risk scoring, sentiment analysis, playbook generation, and conversational AI), and Concierge Onboarding (guided implementation service). The platform is designed for CS teams to monitor customer health, automate retention workflows, reduce churn, and drive expansion—all unified in a single system with 45+ native integrations and over 200 via Zapier.

Differentiator

Problem solved

Functional benefit

Products and services

• Customer 360 Unified customer data hub providing a complete view of each customer, including product adoption, customer lifecycles, and usage data, enabling CS teams to oversee all account information in one place.
• Customer Health Customer health scoring engine enabling CS teams to define KPIs and assess portfolio health with 0-100 scores, weighted measurements, account-specific or segmented scoring, and CSM override capability.
• Expansion & Growth Revenue growth module helping CS teams identify renewal, growth, and upsell opportunities through real-time notifications and insights shared with Sales and Product teams.
• Automation Automation engine with event-based playbooks, AI-generated playbook suggestions, and calculated metrics that enable CS teams to automate daily workflows at scale.
• Tasks and Alerts Task management and alerting system that leverages AI agents to handle routine CS tasks and surfaces only those that truly need human attention.
• Dashboards & Reports Reporting and analytics module providing fully customizable dashboards and reports for tracking KPIs, real-time insights, and customer success metrics with role-based dashboards.
• Surveys Customer feedback survey module enabling CS teams to send CSAT, NPS, and CES surveys to gather direct feedback and detect issues early.
• Customer Portal Branded, shareable customer-facing portal centralizing customer collaboration with objectives, KPIs, files, meetings, tasks, playbook progress, and onboarding stages.
• Calculated Metrics Custom metrics engine allowing CS teams to combine metrics and events from multiple data sources for complex insights and highly specific customer signals.
• Concierge Onboarding White-glove onboarding service delivered by a dedicated Custify CSM that helps customers set up and reach first value within 4 weeks.
• CustifyAI AI capability layer for the Custify platform providing AI agents, churn risk analysis, sentiment scoring, AI-generated playbook creation, customer summaries, and a conversational AI assistant — running on AWS Bedrock with SOC 2 Type II compliance.

Quantifiable outcome

• Expansion MRR increased by 43% with significant churn reduction
• +6 more outcomes

Named customers22 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration28 records

AI capability7 records

Feature9 records

Partnerships

Seven partnerships are on record, tiered core.

• AWS (Amazon Web Services) — AWS BedrockcoreTechnology or IntegrationAWS Bedrock is the exclusive AI infrastructure provider for CustifyAI features. All GenAI processing (playbooks, summaries, churn analysis, sentiment scoring) runs on AWS Bedrock within AWS SOC2-compliant environment. No customer data is retained for training or exported to third parties. AWS Bedrock is a fundamental pillar of Custify's AI-first positioning.
• Amazon Web Services EMEA SARLcoreTechnology or IntegrationAWS EMEA SARL provides hosting and virtual infrastructure for Custify's cloud services. Primary sub-processor for production infrastructure. Storage location for customer data per DPA documentation. Governed by AWS SOC2 policies.
• MongoDB LimitedcoreTechnology or IntegrationMongoDB Limited provides the database platform services for Custify's production environment. Listed as a mandatory sub-processor in Custify's DPA documentation.
• ZapiercoreTechnology or IntegrationZapier integration extends Custify's connectivity to 200+ additional tools and applications beyond the 45+ native integrations. Enables non-technical users to create automated workflows connecting Custify to their broader tech stack. Key ecosystem partnership for platform interoperability.
• HubSpotcoreTechnology or IntegrationNative CRM integration enabling two-way data sync between HubSpot and Custify. Frequently mentioned in customer testimonials as a key integration for data centralization. Deep integration supporting customer data import and workflow automation.
• SalesforcecoreTechnology or IntegrationNative CRM integration enabling Salesforce data sync with Custify customer success platform. One of the primary integration partnerships mentioned across the platform and documentation.
• IntercomcoreTechnology or IntegrationNative customer communication platform integration. Referenced in customer testimonials as streamlining data centralization. Supports customer messaging and support data integration into Custify CS workflows.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CustifySRL

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Custify SRL