Custallyby Otomattic
AI-first B2B CRM & Customer Success Platform. One intelligent system for B2B sales and customer success.
What it is
Custally is Otomattic's own product: an AI-first B2B CRM and customer success platform. It brings the sales pipeline and the post-sale customer journey into a single system, with AI designed into the workflow from the start — not bolted on afterwards.
Built for B2B teams, Custally connects how you win customers with how you keep and grow them, so revenue and customer success work from the same source of truth.
- B2B CRM
- Customer success
- AI-first
- Customer health
- Onboarding
- Unified customer view
What Custally brings together
B2B CRM
Accounts, contacts, pipeline and deals in a CRM built around how B2B teams actually sell.
Customer success
Onboarding, customer health and the post-sale lifecycle — so retention and growth are managed, not left to chance.
AI-first
AI built into the workflow to surface what matters, suggest next steps and remove repetitive work.
One system
Sales and success on a single source of truth, with a unified view of every customer relationship.
Explore the full product, live, at custally.com.
Custally, LeadSquared and CRM services — three distinct things
LeadSquared
We implement and optimise LeadSquared around your sales and admissions processes.
LeadSquared servicesCRM Solutions
CRM consulting, implementation, migration and managed services across platforms.
CRM servicesHave a business problem technology should solve?
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