Custify integrates with Pylon, Maxio, Groove to enhance customer visibility. Custify's new integrations with Pylon, Maxio, Groove, and Granola bring support, billing, and AI meeting data into its Customer 360 Profile, enabling CSMs to identify churn risks earlier. Custify, a customer success platform for SaaS companies, has announced four new native integrations with Pylon, Maxio, Groove, and Granola. These integrations are designed to provide customer success managers (CSMs) with a more comprehensive view of account health by bringing support tickets, billing data, revenue signals, and AI meeting notes directly into the Customer 360 Profile. The move addresses a critical need for SaaS companies: catching early warning signs of churn. According to Custify, support and billing issues are often the first indicators that a customer may be at risk. By integrating these data sources, CSMs can now see support ticket volume, billing status, and revenue changes alongside existing health scores and renewal dates, all in one place. Philipp Wolf, CEO of Custify, emphasized the importance of these signals. "Support and billing signals are some of the earliest warnings a CS team can get," he said. "With Pylon, Maxio and Groove, that signal now shows up precisely where CSMs are already working, as part of customer sentiment and health scores." The new integrations offer specific capabilities. The Pylon integration imports B2B support tickets from Slack, email, and in-app channels, allowing CSMs to review ticket volume and status next to health scores and renewal data. The Maxio integration syncs subscription, billing, and revenue data automatically, enabling CSMs to track MRR, ARR, invoices, and renewal dates, and to trigger playbooks on billing events such as payment failures or downgrades. The Groove integration imports email support tickets and contacts, rolling ticket counts up to the company level so CSMs can spot accounts with rising support activity. In addition, Custify added a Granola integration that enriches existing calendar meetings with AI-generated summaries and transcripts inside the Customer 360 Profile. This feature aims to give CSMs deeper context from customer interactions without manual note-taking. Custify, recognized as a leader in customer success software by G2, says these integrations help CSMs catch support and billing risk earlier, before it turns into churn. The company is headquartered in Bucharest, Romania, and serves B2B SaaS companies globally.

Maxio July 2026 product updates. See what's new in Maxio for July 2026, including the launch of Maxio Entitlements, automated revenue recognition, deeper Salesforce and HubSpot workflows, and more payment controls. The Maxio Product Experts July 30, 2026 The way software gets priced has changed faster than the systems that run it. With usage, tiers, credits, hybrid models, and custom deals, pricing has become far more dynamic, but the infrastructure connecting what a customer buys to what your product delivers has lagged behind. This month, Maxio launched Maxio Entitlements to close that gap from inside your billing system, making the link between a subscription and what a customer can access something you configure in Maxio, without rewriting access logic every time pricing changes. It's the newest piece of the monetization infrastructure Maxio is building at Maxio for how modern software gets sold. Beyond Entitlements, Maxio shipped improvements to revenue automation, integrations, and payments, each one built to take manual steps out of the process and keep your financial data consistent from first invoice to closed books. Here's what Maxio shipped in July. In this month's update. * Enforce feature access and usage limits natively, without new engineering work for every pricing change * Automate revenue recognition and reallocation across your GL, entities, and currencies * Manage deals, renewals, and billing data directly from Salesforce and HubSpot * Get more accurate, controllable payment processing across currencies and surcharging Tokenization and monetization. Connect what customers buy to what they can access. Introducing Maxio Entitlements. When pricing runs on usage, tiers, and custom deals, the hard part is keeping each customer's access aligned with exactly what they bought. Most teams handle it with spreadsheets or custom logic bolted onto billing, which turns every pricing change into an engineering ticket and opens the door to revenue leakage when features get switched on without payment. Maxio Entitlements makes that connection native. Access rights, usage limits, and service rights resolve directly from the subscription record and stay in sync as subscriptions change, so what a customer is entitled to always reflects what they purchased. When they upgrade, downgrade, or renew, their entitlements move with them, with no separate system to reconcile. Maxio records and exposes that entitlement state through a single source of truth; your product reads from it to govern access. Maxio metering enhancements. Model even your most complex usage-based pricing with less custom logic. Formula-based pricing lets you combine multiple usage signals into a single pricing model, making tiered, hybrid, and consumption-based billing easier to manage in Maxio. Advanced Revenue. Close the books with less hand-work. Automate journal entry sync for revenue recognition. Run your Advanced Revenue Recognition Report on a schedule and push the resulting journal entries directly to QuickBooks, NetSuite, or Xero. You can configure multiple reports syncing to different general ledgers, so multi-entity and multi-product setups are covered without a manual export step. Apply conditional logic for revenue reallocation. Advanced Revenue now supports if-then rules for revenue reallocation. Exclude renewals from reallocation or apply different formulas to new transactions, without creating separate contracts or adding manual line items. Report under IFRS with period-average FX rates. The Advanced Revenue Summary now supports CTA-based retranslation, restating revenue using period-average FX rates for IFRS compliance. The retranslation is reporting-level only and does not alter your underlying accounting records. Third-Party integrations. Do more without leaving your CRM. Create CPQ deals directly from Salesforce subscription previews. When a sales rep runs a subscription preview in Salesforce, they can now push that data straight into a Maxio CPQ deal or contract. No re-entering subscription details across systems, and no risk of the two drifting out of sync. See invoice and payment data in Salesforce. Invoice status, payment status, and subscription details now appear directly on Salesforce account and contact records, so sales reps can check a customer's billing situation without leaving Salesforce. Manage auto-renewal settings from Salesforce. Renewal length, auto-renewal timing, and uplift percentage are now visible and editable directly from Salesforce. Changes sync back to Maxio, so reps can apply a price increase or extend a term without switching systems. Collect VAT IDs in the Salesforce COSP. Sales reps can now enter a customer's VAT number in the Salesforce subscription preview flow, or expose the VAT field on the COSP UI for customer self-entry. The value syncs automatically to the customer's account in Advanced Billing. Customize financial data mappings in HubSpot. The Send Financials step now supports custom field mappings, bringing it to parity with the Salesforce integration. Map Maxio financial data to the specific HubSpot fields your team uses. Keep Xero syncs moving when one record fails. Turn on continue-on-error and a single bad record no longer halts the whole batch. The sync finishes, logs the failures, and surfaces them for follow-up. Payments. More control over how money moves. Route payments to currency-matched bank accounts. USD payments go to your USD account, EUR to EUR, GBP to GBP. Currency-matched routing means no forced conversions and no manual reconciliation across accounts. Control surcharging per customer, with accurate refunds. You can now enable or disable surcharging per customer from the customer detail page, or bulk-toggle it across multiple customers from the customer list, with API support for programmatic control. And when a surcharged invoice is refunded, the GL sync passes only the base amount, so the surcharge fee doesn't inflate your refund accounting. Summary. Pricing has raced ahead of the systems built to support it, and closing that distance is the work Maxio care about most right now, making sure billing, revenue, and payments keep pace with how modern software actually gets sold. Entitlements is its biggest move in that direction this month. There's more to come. See what Maxio can do for your team. Get a demo. Close revenue 58% faster by optimizing subscription management. 4.3 (829 reviews)