CRX id
pkbioagmogecfipmpobipidhaneagcje
pkbioagmogecfipmpobipidhaneagcje
Description from extension meta
Your CSM-focused hub to streamline account management, enhance productivity, and boost customer retention.
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Description from store
The Custify Chrome Extension provides instant access to vital customer data directly within your browser. By simply selecting an email address, you can view detailed client information associated with that email. The data is pulled from Custify’s 360 Customer summary, offering insights such as:
- CSM Rating: Understand the overall satisfaction and engagement level of your customer.
- Promoter Score: Gauge the likelihood of your customer recommending your product or service.
- Global Health Scores: See the overall health of your customer accounts.
- Lifecycle Stage: Identify where your customer is in their journey.
- Client Tags: Use tags to quickly categorize and identify customer segments.
- Metrics: Track customer success metrics such as the number of notes, open tasks, overdue tasks, last touchpoint, and last outgoing communication.
- Company Attributes: Access key company details and attributes to better understand their needs.
- Financial Data: Review essential financial metrics such as invoices or number of subscriptions, that impact your customer relationship.
Key Customer Success Use Cases
- Quick Access to Customer Data: When preparing for a meeting with a client, CSMs can instantly access detailed client information without leaving their current browser tab, This prepares them with relevant, up-to-date information.
- Email Integration: While composing an email to a client, CSMs can select the client’s email address to view insights like the customer’s Lifecycle Stage or Global Health directly within their email client. It allows them to tailor their communication to the client’s current situation and needs, making it more effective and personalized.
- Time-Saving Efficiency: When needing to quickly check multiple client accounts, CSMs can access all relevant customer data with one click, without switching between different applications or tabs. This saves time and reduces the load associated with managing multiple apps, allowing CSMs to focus on strategic tasks.
- Comprehensive Customer Overview: Before a strategic planning session, CSMs can understand a customer’s overall engagement and satisfaction levels through a comprehensive view of health scores, engagement metrics, financial data, and more. This holistic view enables them to make informed decisions and provide better support.
Benefits for Customer Success Teams
- Enhanced Productivity: Streamline your workflow by having all necessary customer data readily accessible within your browser. Spend less time searching for information and more time engaging with your customers.
- Increased Insight: Gain deeper insights into your customer’s profile and behavior. Use this information to craft more relevant and personalized communications, leading to stronger customer relationships.
- Improved Communication: By having customer data available directly in your email client, you can quickly adapt your messaging to address specific customer needs and concerns, resulting in more effective communication.
- Better Customer Understanding: With a complete view of your customer’s attributes, financial data, and satisfaction scores, you can better understand their journey and how to support them.
Latest reviews
- (2024-09-11) Marius Bancos: This extension it's what I was looking for. It really helps me out with the daily stuff to get been done more faster. I will recommend it to all my mates. Great work!
- (2024-09-09) Tatiana Frangu: That's fantastic! It provides a comprehensive understanding of the customer's attributes and is incredibly easy to use.
- (2024-09-09) Ilia Glushkov: This extension is a breakthrough for customer success teams, making it easy to access client data and improve communication without leaving your browser or even switching tabs. I think its one of the best tools for CSMs, this extension simplifies workflow by providing quick access to customer data and streamlining communication.
- (2024-09-09) Geo Ianole: This is very useful and saves a lot time by displaying info about the customer, without having to switch tabs. Definitely recommend it!
- (2024-09-09) Alexandru Mirea: It's great! Really time-saving!
- (2024-09-02) Eddy Verbancu: The Custify Chrome Extension is a game-changer for CSMs! It seamlessly integrates with your browser, giving you instant access to crucial customer data without ever leaving your workflow. The ability to pull detailed client information just by selecting an email address is incredibly efficient. The insights provided—from CSM Ratings to Global Health Scores—are comprehensive and empower you to make informed decisions that enhance customer satisfaction and retention. This tool significantly boosts productivity and makes managing customer relationships a breeze. A must-have for any customer success team!
- (2024-08-29) Thomas Wegele: I've used it multiple times per day since the app is available. It is great to see the health scores of customers within Gmail (I'm using Gmail for emailing customers). The app itself is a sidebar that contains information of the customer from Custify as example health score, summary of the last customer interaction and ratings. I recommend this app for everyone using Custify.
- (2024-08-28) Theodora Mong: As a Customer Success Manager, this extension has completely transformed how I manage my day-to-day tasks. In just a week of using it, I’ve found it invaluable for accessing all crucial customer data right within my email and CRM. It’s made responding to customer inquiries faster and more accurate, as I can instantly view their history, health scores, and key metrics without switching tabs. This tool is a must-have for any CSM looking to streamline their workflow, save time, and deliver better customer outcomes. Highly recommend!
- (2024-08-27) Vali Mocanu: It's great. Thanks.
- (2024-08-27) Andreea Georgiana Cheregi: Absolutely loving it! It helped me saving so much time, from getting me a comprehensive customers view, without needing to switch tabs and having to log in to multiple tabs. Very helpful as well when writing emails to the customers and having their most relevant data as a sidekick.
- (2024-08-26) Vlad Strimbeanu: Been only using this extension for a couple of days and it already saved me more time than I would have imagined. I have access to all my customer data while using my ticketing solution and solving the tickets. It's also good as now I can respond to emails from Gmail while having all the relevant customer data in one place. Highly recommend trying it out, an actual game changer.
- (2024-08-26) Nicoleta Ciobanu: This is extremely useful because now I have access to all the customer info that I need without even switching a tab. It's great for emails and meeting prep.
- (2024-08-22) Irina Vatafu: I absolutely love it! It's incredibly useful for writing emails, providing all the customer information you need in a well-organized sidebar. You can quickly find key details about customer health and metrics, which streamlines your workflow, saves time, and ensures you're fully prepared.
- (2024-08-22) George Maicovschi: It's incredibly helpful for quickly gathering customer information while composing emails or preparing for meetings. It streamlines the process, saving time and ensuring you're well-prepared.
- (2024-08-22) Philipp Wolf: I use it every day multible times - very helpful to see health scores of customers when I'm in context of our CRM or within Gmail, which we use for emailing. The plugin presents itself as a sidebar, which contains the summary of the customer: their health, the status of their customer journey, a summary of the last CSM touchpoints / ratings, and any other attribute like the renewal date, the revenue and more.
- (2024-08-19) Irina Bucurenciu: The Custify Sidekick for Customer Success is a fantastic Chrome extension. It gives me instant access to key customer data right in my browser, saving time and reducing the need to switch between tabs. The email integration is a great feature, allowing me to view customer insights like health scores directly in my inbox. Overall, it's a powerful tool that makes managing customer relationships easier and more efficient. Highly recommended!
- (2024-08-18) Victor Antiu: Excellent. I can have customer info available while writing in gmail.