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For Admins

Quickstart to set up your organization.

1. Create your account

Sign up to create the workspace your team will share. Your account is provisioned the moment you sign up. There is no implementation phase to wait through.

Create your account

2. Connect your CRM

Your CRM is the foundation of Cust's intelligence. Once connected, Cust syncs your selected accounts, contacts, opportunities, and the custom objects that matter to you. Pre-built CRM connectors:

  • Salesforce
  • HubSpot
  • Close
  • Zoho
  • Nutshell

Per-CRM sync and field-mapping instructions live inside the platform. The initial CRM sync finishes by the end of your first day.

Connect your CRM

3. Connect additional data sources

Use pre-built connectors to sync your ticketing platform, product analytics, call-transcription platforms, and the other data sources that matter. Users connect their own email and calendar accounts.

Add data sources

4. Invite your team

All plans include unlimited seats. Add every CSM, AM, support lead, and other team members who work the portfolio.

Invite your team

5. Set up health scoring and signals

Describe what Healthy, At risk, and Growth opportunity look like for your business in text. Add signals (an upcoming QBR, a champion going silent, a payment going overdue) so you could use it as a trigger the moment something important happens. See AI Health Scoring and Signals for the details.

Set up health scoring

6. Pick how next-best actions get created

Cust offers three ways to turn signals and context into action. Pick the one that fits your playbook today. You can layer the others in later.

  • Guidance: Turn a text-based SOP into a structured pipeline with per-customer next-step recommendations. Every customer will get a unique plan based on their context. Recommended by Cust.
  • Workflows: Deterministic rule-based automations.
  • Projects: Used for projects delivery where you want to use strict stages, objectives and progress tracking. Every customer will follow exactly same set of objectives. If you want to adapt plan based on customer context, use Guidance.