CustallySales, Service & Implementation Partner
AI-powered Customer Success Platform. Otomattic is a sales, service and implementation partner for Custally. We help you choose and license it, implement it around your customer success process, and support it once you are live.
Sales, implementation and service — one partner for Custally.
Custally is an independent product, not an Otomattic product. Otomattic is your partner around it: from choosing the right plan to a confident go-live and ongoing support.
Sales & licensing
Product demos, fit assessment, plan and licence sizing, and commercial proposals — so you buy the right Custally setup for your team.
Implementation
Discovery, configuration of accounts, health scoring and roles, data migration, integrations (Jira, Zendesk, Microsoft 365, WhatsApp and more), training and go-live.
Service & support
Ongoing admin support, enhancements, new workflows and reports, and optimisation as your customer success practice grows.
Custally is an AI-powered, multi-tenant Customer Success Management platform. Think of it as a purpose-built CRM for post-sale relationships — instead of managing a sales pipeline, it manages the ongoing life of your existing customers.
It gives customer-facing teams one place to track the health of every account and act on it before problems turn into churn — with natural-language analytics, automation and multi-channel access layered on top.
- Customer Success
- Account health & RAG
- Issues & escalations
- Projects & renewals
- AI Assistant
- Multi-tenant
- WhatsApp · Teams · M365
Everything organises around the account.
Accounts are the hub. Every other record — the people, the problems, the work and the revenue — attaches to them, giving each customer a complete, living profile.
Accounts
HubThe customer companies you serve — the hub every other record attaches to.
Contacts
The people at each account.
Issues
Problems and support items with priority, type and ownership — two-way synced with Jira, Zendesk, Freshdesk and ServiceNow.
Escalations
High-attention situations with triggers, ETAs and actions taken.
Tasks
Follow-ups and to-dos with due dates and assignees.
Activities
Logged calls, meetings and notes — plus WhatsApp conversations.
Projects
Onboarding and delivery lifecycles with milestones, delay tracking and scope-creep guards.
Sales Activities
Renewal and upsell deals that roll into each account's revenue.
Feature Requests
A product-feedback pipeline from the field.
Every account carries the health signals a CSM lives by
- RAG status (red / amber / green)
- MRR
- Renewal & churn risk
- Adoption & stickiness
- NPS
- Go-live dates
AI built into the day-to-day, not bolted on.
The Assistant
A natural-language analyst embedded in the app. Ask in plain English — “which CSMs have the most red accounts?” — and get tables and insights from live data, always within your exact permissions. It can even draft record changes for you to confirm.
Cortex
A reporting and dashboard platform with external data connectors.
Predictive
Escalation prediction, AI account summaries and an AI product manager that triages feature requests.
Semantic search
Find records by meaning, not just keywords.
Multi-channel by design.
- WhatsApp (Kairo)A two-way customer messaging channel.
- Customer PortalA secure, customer-facing space.
- Microsoft 365 / GraphCalendar, mail and identity integration.
- Slack & TeamsNotification connectors where teams work.
- Teams bot@Custally inside Microsoft Teams for read-only account insights — under the same permissions as the web app.
Multi-tenant and role-aware.
Multi-tenant isolation
Every organisation's data is walled off from every other's.
Role-aware access
A strict role hierarchy — admin, manager, CX strategy, CSM, sales, product and more — governs exactly what each person sees.
Book of business
A CSM sees only the accounts they own or lead, plus their reportees' — nothing more.
Superadmin & Support Access
A platform tier manages across orgs, with Support Access to help an org as its own admin.
Custally is a product of its respective owner; Otomattic is a sales, service and implementation partner. Explore the full product at custally.com.
Our partner platforms and CRM services
Custally
Customer Success platform for post-sale teams. We sell, implement and support it.
Discuss your Custally projectLeadSquared
Sales and admissions CRM. We sell, implement, optimise and support it around your process.
LeadSquared servicesCRM Solutions
Platform-agnostic CRM consulting, implementation, migration and managed services.
CRM servicesCustally FAQs
What is Custally?
Custally is an AI-powered Customer Success platform that helps post-sale teams spot account risk early, track customer health and retain more revenue. Otomattic is a sales, service and implementation partner for Custally.
Can I buy Custally through Otomattic?
Yes. We run demos, assess fit for your customer success team, help you choose the right plan and handle the commercial proposal — then implement and support the platform for you.
What does a Custally implementation include?
Discovery of your post-sale process, health scoring and risk signals, data migration and integrations (CRM, Jira, Zendesk, Microsoft 365, WhatsApp and more), automation, dashboards, user training, go-live support and ongoing optimisation.
Can Custally work alongside LeadSquared or our existing CRM?
Yes. We integrate Custally with your CRM and other systems so sales data flows into customer success, giving teams one view of each account from acquisition to renewal.
Have a business problem technology should solve?
Tell us what you're trying to improve. We'll help you identify the right combination of software, automation, CRM and AI.