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

Follow the CRM integration guide and the instructions on your connection page. The initial sync duration depends on data volume, provider limits, and configuration. Check its result before relying on imported account data.

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

Invite the CSMs, account managers, support leads, and other teammates who work the portfolio. Choose a role for each person using the permissions guide.

Invite your team

If your team manages access through an identity provider, connect Okta or Microsoft Entra ID. Use the provider's provisioning guide to automate membership and role changes.

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

Choose the approach that fits the work. Some surfaces are available only when enabled for your workspace.

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.
Agents: Run a prompt on a schedule, manually, or when a meeting transcript is ready.
Success plans: Agree account-specific milestones, deliverables, owners, and dates.

Use CSV import for file-based data, and verify the first imported accounts with your team before expanding automations.