(upbeat music)

- My name is Andre, I'm CEO
and founder of Referrizer.

We are marketing automation

for local brick-and-mortar businesses,

helping them get more
clients, keep more clients.

Before we implemented
customer success system

called Custify, we've got a nightmare

to manage the process of onboarding.

We have a churn that was killing us

and we didn't know where the reason is,

we didn't know how the process.

We kind of keep our team accountable.

We know there was a better way,

we just didn't know what
has to be implemented.

When we started onboarding,
one thing that stand out

is we'll help you with onboarding.

You know, we'll walk through the process.

We'll tell you how to integrate,

what data that has to be done.

They give us personal emails.

They give us Slack channel that literally

was almost instantaneously responding.

I felt like I'm working
directly with my team.

In a matter of month,
we were up and running.

It took us another two months
to collect the data, right?

To kind of feed the data from the system,

see the history, to recognize the pattern,

see the charts showing
the trends and timelines,

and really starting to find
out what is the problem.

- So our team customer success team

uses Custify on a daily basis.

It really helps us with client management.

We take notes that are, of course,

transparent to everyone from the team.

So it's much easier for
us to pass the tasks

or the comments about certain
clients to each other.

Also, it's helping us to be aware

of which clients are at risk,

which clients are super successful

so that we can use them
for our case studies.

We are managing our tasks through Custify.

We are sending emails to our clients.

So, overall, we do 60% of our work

through Custify on a daily basis.

We love segments.

It's helping us to track

which clients are stuck in the life cycle.

It's very easy to see which team members

need more help with their work.

I would emphasize on
automations, playbooks.

That's something that we love a lot

and we are trying to create
unified customer journey

for each of our clients.

- So the impact is, oof,

so much easier to onboard our clients.

So much easier to onboard
our new employees.

- Since we started with Custify

is we became much more effective.

So our productivity and
effectiveness jumped 20%.

The same thing happened
with the onboarding process.

We have decreased the number of clients

that are stuck in the
onboarding process by 20%.

- And one of the things
that really standed out

is that homepage interface.

That thing that when you log in,

you don't have to be
overwhelmed by the things to do.

There's a simple one-page place

where everything you need
to do is right there.

So I saw it implementation

for first-time use, incredibly easy.

They answered all our questions
about usage, triggers,

and all the things if we
want to do without a problem.

And, quite frankly, it was no-brainer.

I love it, I'm a raving fan.

We're keeping Custify,
we are collaborating.

It's a critical part, essential
part, of our business.

And highly recommend it.

(upbeat music)