I'm Philippe Swamy. I'm the customer
success manager here at Kiflo.

Kiflo is the first PRM specifically
designed to meet the needs of growing

SMBs. Our customers are predominantly
independent software vendors.

They don't have massive amount of
revenue in order to invest in partner

management. So this is where we step in.

We actually help them streamline
their operational processes a lot.

We were struggling to track which
customer we need to work on,

which customers have
some tasks we need to do.

And the onboarding process were just
too complicated. Before Custify,

we were using some spreadsheets,

some notepad features
that were there online.

We were using some boards, et cetera,

to kind of manage how the onboarding
is going. It was all manual.

It was nothing backed by,
you know, data, events.

After eight months being on the market,

we had too many customers and we
couldn't track it on a spreadsheet.

With Custify,

we wanted to predominantly identify
customers that were on the onboarding

process. We had to identify what
needed to be done with them.

We were also trying to increase retention,

essentially trying to identify customers
whose activity actually decreased on

Kiflo. Using functionalities
like health scores,

we could identify customers
that needed our attention.

We could contact them in
order to increase retention.

It allowed us to be more proactive
on a daily basis and also kind of

automate everything around it
from automating tasks, emails,

and the process just became really
streamlined and really helped us become

better for our customers. Our
onboarding process is more defined.

The tasks are more defined.

Lifecycles has allowed us to track the
whole onboarding process and also has

allowed us to add more value to each
of the customers that we're onboarding

Custify has given us the tools and
knowledge to understand and help our

customers along their journey.

The ability to multi-task has just gone
through the roof and we can just take

care of customers, do other things,
daily job, or you know, responsibilities.

And, you know, it's just made it really
easy. Custify, Kiflo shared same values,

and we just saw great fit.

We went with Custify and it's just been
kind of smooth sailing because of the

team, because of everything
that they've done for us.