Discover how to efficiently manage and overview all the communication touchpoints with your clients using the Custify Touchpoints Module. Learn to navigate through emails, notes, and tickets, and explore the advanced filtering options that allow you to sift through notes and tickets by specific keywords, recipients, senders, priorities, statuses, and more.

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Touchpoints

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Knowledge Base

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Custify Sidekick Chrome Extension: How-to Guide

Company Playbook vs People Playbook

AI-generated Playbooks

Branching Playbooks

Creating Group Health Scores

Clustered Health Scores

Health Scores - Best Practices

Calculating the Time in Onboarding

Calculated Metrics - Best Practices

Normalized Metrics

Assigning Customers to CSMs

Sending Bulk Emails

How to calculate and report on Active Users?

Should I keep churned companies in Custify

Insights – Best Practices

Approval Flow & When to Use it

Tracking Customer Activity with Time in Product

Usage Trends

Best Practices

Product Updates  | November 20th

Product Updates | September 25th

Product Updates | June 19th, 2025

Product Updates | March 12th, 2025

2025

Product Updates | October 3rd, 2024

Product Updates | July 11th, 2024

Product Updates | May 16th, 2024

Product Updates | March 7th, 2024

2024

Product Updates | December 5th, 2023

Product Updates | September 28th, 2023

Product Updates | July 12th, 2023

Product Updates | June 14th, 2023

Product Updates | April 27th, 2023

Product Updates | March 23rd, 2023

Product Updates | February 16th, 2023

Product Updates | January 12th, 2023

2023

Product Updates | November 22nd, 2022

Product Updates | September 28th, 2022

Product Updates | August 25th, 2022

Product updates | July 7th, 2022

Product Updates | May 17th, 2022

Product updates | April 28th, 2022

Product updates | March 24th, 2022

Product updates | January 20th, 2022

2022

Product updates | December 16th, 2021

Product updates | November 25th, 2021

Product updates | October 28th, 2021

Product updates | October 7th, 2021

Product updates | Sept 16th, 2021

Product updates | August 26th, 2021

Product updates | August 12th, 2021

2021

Product Updates

How do I mark a customer as churned?

What is a Parent-Child relationship?

What is the difference between Lifecycles and Playbooks?

How often are metrics recalculated?

CSM Assignment in Parent-Child Relationship

Enabling Hubspot 2-way Sync

Enabling Salesforce 2-way Sync

Health scores are green, but the Global Health Score is red – why?

How to “unchurn” a company?

Rolling up health scores from children to parents

How do I enable the Microsoft Teams integration?

How do I enable the Gmail integration?

How do I enable two-factor authentication?

How are the dates and times exported from Custify?

How does the CSV Data Importer work?

Can I manually create attributes in Custify?

FAQs

Customers

Customers 360

VIDEO Training