# ClientSuccess vs Custify Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Custify excels in user experience, with a higher ease of use rating. Users appreciate how easy it is to filter data and build workflows, making daily tasks more efficient. In contrast, while ClientSuccess is noted for its intuitive design, some users mention it can take time to fully leverage its features.
- **According to verified reviews** , Custify's support quality stands out, receiving high praise for its responsiveness and willingness to incorporate user feedback. Users have highlighted the team's agility in addressing feature requests, whereas ClientSuccess, while also praised for its support, has received slightly lower ratings in this area.
- **Users say** that Custify's playbooks feature is particularly beneficial for customer success teams, providing flexibility for lifecycle management. ClientSuccess users, however, appreciate the product's integration with Outlook, which helps them stay informed about client interactions before meetings.
- **Reviewers mention** that Custify's onboarding process is straightforward, with many users finding the initial setup easy and efficient. ClientSuccess users also report a positive onboarding experience, but some have noted that it may require more time to fully adapt to the platform's capabilities.
- **G2 reviewers highlight** that ClientSuccess has a strong focus on customer health monitoring, with users valuing its ability to quickly assess client engagement. However, Custify users report a more comprehensive approach to customer feedback collection, particularly through its native survey feature, which enhances the onboarding experience.
- **According to recent feedback** , both platforms have their strengths in reporting and analytics, but Custify's dashboards are noted for being more user-friendly and visually appealing. ClientSuccess users appreciate its reporting capabilities but feel that the interface could be more intuitive for day-to-day use.



| | ClientSuccess | Custify | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 423 | 495 | 
| **Largest Market Segment** | Mid-Market (56.0% of reviews) | Small-Business (64.0% of reviews) | 
| **Entry Level Price** | Contact Us | No pricing available | 

---
## Top Pros & Cons

### ClientSuccess

Pros:
- Client Management (2 reviews)
- Customer Support (2 reviews)

Cons:
- Field Limitations (1 reviews)
- Limited Customization (1 reviews)

### Custify

Pros:
- Ease of Use (123 reviews)
- Customer Support (83 reviews)

Cons:
- Missing Features (30 reviews)
- Email Functionality (20 reviews)

---
## Ratings Comparison
| Rating | ClientSuccess | Custify | 
|---|---|---|
  | **Meets Requirements** | 8.3 (317 reviews) | 9.0 (371 reviews) | 
  | **Ease of Use** | 8.9 (320 reviews) | 9.1 (430 reviews) | 
  | **Ease of Setup** | 8.4 (151 reviews) | 8.7 (242 reviews) | 
  | **Ease of Admin** | 8.9 (157 reviews) | 9.0 (141 reviews) | 
  | **Quality of Support** | 8.8 (287 reviews) | 9.6 (353 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (155 reviews) | 9.5 (141 reviews) | 
  | **Product Direction (% positive)** | 8.5 (295 reviews) | 9.4 (366 reviews) | 

---
## Pricing

### ClientSuccess

#### Entry-Level Pricing

Plan: ClientSuccess

Price: Contact Us

Key Features:
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal

[Learn more about ClientSuccess](https://www.g2.com/products/clientsuccess/reviews)

#### Free Trial

No

### Custify

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.7/10 | 256 |
| **Custify** | 8.8/10 | 373 |

#### Customer Information

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Customer Health Scores** | 8.5 (238 reviews) ✓ Verified | 9.3 (347 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.6 (241 reviews) ✓ Verified | 9.4 (337 reviews) ✓ Verified | 
| **Customer Profiles** | 8.5 (238 reviews) ✓ Verified | 8.9 (347 reviews) ✓ Verified | 
| **Playbooks** | 7.8 (183 reviews) | 9.3 (341 reviews) ✓ Verified | 
| **Customer Segments** | 8.3 (204 reviews) ✓ Verified | 9.3 (334 reviews) ✓ Verified | 
| **Product Engagement** | 7.9 (187 reviews) ✓ Verified | 8.8 (324 reviews) ✓ Verified | 
| **Surveys** | 7.4 (124 reviews) ✓ Verified | 8.1 (229 reviews) | 

#### Predictions

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Churn Risk** | 8.1 (194 reviews) ✓ Verified | 8.9 (300 reviews) ✓ Verified | 
| **Upsell Opportunities** | 7.2 (146 reviews) ✓ Verified | 8.4 (299 reviews) ✓ Verified | 
| **Custom Triggers** | 7.3 (139 reviews) ✓ Verified | 8.9 (304 reviews) ✓ Verified | 
| **Machine Learning** | 6.1 (96 reviews) ✓ Verified | 7.5 (175 reviews) | 

#### Platform

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Reporting & Dashboards** | 7.6 (224 reviews) ✓ Verified | 8.5 (301 reviews) ✓ Verified | 
| **API & Integrations** | 7.5 (205 reviews) ✓ Verified | 9.0 (333 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 7.7 (195 reviews) ✓ Verified | 8.5 (224 reviews) ✓ Verified | 
| **Workflow Capability** | 8.0 (189 reviews) ✓ Verified | 8.9 (320 reviews) ✓ Verified | 
| **Notifications** | 7.8 (207 reviews) ✓ Verified | 8.8 (325 reviews) ✓ Verified | 
| **Customization** | 7.6 (217 reviews) ✓ Verified | 8.8 (329 reviews) ✓ Verified | 
| **Scalability** | 8.1 (205 reviews) ✓ Verified | 9.0 (313 reviews) ✓ Verified | 
| **Data Security** | 8.6 (174 reviews) ✓ Verified | 9.3 (299 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.3 (226 reviews) ✓ Verified | 9.2 (325 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.7 (220 reviews) ✓ Verified | 9.0 (320 reviews) ✓ Verified | 

#### Generative AI

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **AI Text Generation** | 6.3 (8 reviews) | 7.7 (129 reviews) | 
| **AI Text Summarization** | 6.3 (8 reviews) | 7.9 (125 reviews) | 

#### Agentic AI - Customer Success

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.7 (13 reviews) | 
| **Multi-step Planning** | Not enough data | 8.8 (11 reviews) | 
| **Cross-system Integration** | Not enough data | 9.1 (13 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.9 (11 reviews) | 
| **Proactive Assistance** | Not enough data | 8.6 (12 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.6/10 | 37 |
| **Custify** | N/A | N/A |

#### Billing and Payments

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Payment Terms** | 7.2 (17 reviews) | Not enough data | 
| **Personalized Billing** | 7.1 (18 reviews) | Not enough data | 
| **Custom Pricing** | 7.1 (18 reviews) | Not enough data | 

#### Revenue Recognition

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Usage Tracking** | 7.5 (24 reviews) | Not enough data | 
| **Deferred Revenue** | 7.4 (18 reviews) | Not enough data | 
| **Revenue Accrual** | 7.5 (21 reviews) | Not enough data | 

#### Revenue Optimization

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **At-Risk Customers** | 8.5 (30 reviews) | Not enough data | 
| **Offer Optimization** | 7.6 (21 reviews) | Not enough data | 
| **Customer Churn** | 8.0 (31 reviews) | Not enough data | 
| **Revenue Forecasting** | 8.2 (27 reviews) | Not enough data | 

### Digital Adoption Platform

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | N/A | N/A |

#### User Analysis

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Survey Implementation** | Not enough data | Not enough data | 
| **Data Analysis** | Not enough data | Not enough data | 

#### User Support

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **User Segmentation** | Not enough data | Not enough data | 
| **Multi-Language Support** | Not enough data | Not enough data | 
| **Behavior-responsive Messaging** | Not enough data | Not enough data | 

#### Walkthrough Type

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Audio-visual Walkthroughs** | Not enough data | Not enough data | 
| **Text Bubble Walkthroughs** | Not enough data | Not enough data | 

#### Platform Basics - Digital Adoption Platform

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Integration** | Not enough data | Not enough data | 
| **Communications** | Not enough data | Not enough data | 

#### Analytics - Digital Adoption Platform

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Analytics** | Not enough data | Not enough data | 

#### Functions - Digital Adoption Platform

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Customer self-service** | Not enough data | Not enough data | 
| **In-app guidance** | Not enough data | Not enough data | 

#### Agentic AI - Digital Adoption Platform

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | 8.7/10 | 5 |

#### Product Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 9.3 (5 reviews) | 
| **User-Level Analytics** | Not enough data | 8.3 (5 reviews) | 
| **Segmentation** | Not enough data | 9.3 (5 reviews) | 
| **Funnels** | Not enough data | 8.3 (5 reviews) | 
| **Alerts** | Not enough data | 9.0 (5 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (5 reviews) | 
| **User Scoring** | Not enough data | 8.0 (5 reviews) | 
| **Integrations** | Not enough data | 8.7 (5 reviews) | 

#### Agentic AI - Product Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Behavioral Analytics - Product Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | 7.8/10 | 8 |

#### Data Sourcing

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.5 (8 reviews) | 
| **Expandability** | Not enough data | 8.5 (8 reviews) | 
| **Content Marketing** | Not enough data | 7.9 (8 reviews) | 
| **Multiple Devices** | Not enough data | 8.3 (8 reviews) | 

#### Intelligence

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 7.1 (7 reviews) | 
| **Predictive Modeling** | Not enough data | 7.1 (7 reviews) | 
| **Recommendation Engine** | Not enough data | 7.4 (7 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.9/10 | 45 |
| **Custify** | 8.4/10 | 5 |

#### Sales Team

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Flexible Sales Process** | 8.0 (15 reviews) | 8.0 (5 reviews) | 
| **Training Mode** | 7.8 (17 reviews) | 8.7 (5 reviews) | 
| **Playbooks** | 8.3 (20 reviews) | Not enough data | 

#### Intelligence

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Opportunity Identification** | 8.1 (18 reviews) | Not enough data | 
| **Zero-touch Renewals** | 7.4 (17 reviews) | Not enough data | 
| **Smart Content** | 7.9 (17 reviews) | Not enough data | 

#### Mapping

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Multiple Org Charts** | 7.3 (14 reviews) | Not enough data | 
| **Stakeholder Roles** | 8.1 (24 reviews) | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | 9.1/10 | 12 |

#### Platform Basics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Templates** | Not enough data | 9.3 (12 reviews) | 
| **Exporting** | Not enough data | 8.9 (12 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 9.2 (12 reviews) | 
| **Multiple Personas** | Not enough data | 8.5 (12 reviews) | 
| **Data Analytics ** | Not enough data | 9.4 (12 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Customer Journey Analytics

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | 8.8/10 | 18 |

#### Platform Basics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Dynamic Segmentation** | Not enough data | 9.4 (16 reviews) | 
| **Journey Optimization** | Not enough data | 8.7 (17 reviews) | 

#### Platform Data

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Journey Reporting** | Not enough data | 8.4 (16 reviews) | 
| **Trends Reporting** | Not enough data | 8.4 (16 reviews) | 
| **Dashboards** | Not enough data | 8.8 (17 reviews) | 
| **Advanced Data Filtering** | Not enough data | 9.0 (16 reviews) | 

#### Platform Additional Functionality

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Journey Mapping** | Not enough data | 8.4 (15 reviews) | 
| **Integrations** | Not enough data | 8.9 (14 reviews) | 
| **Automated Alerts** | Not enough data | 9.0 (14 reviews) | 

#### Agentic AI - Customer Journey Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Experience Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Custify** | 8.4/10 | 8 |

#### Analytics

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Net Promoter Score (NPS)** | Not enough data | 9.8 (8 reviews) | 
| **Customer Satisfaction (CSAT) Score** | Not enough data | 9.4 (8 reviews) | 
| **Customer Effort Score (CES)** | Not enough data | 8.8 (7 reviews) | 
| **Gamification** | Not enough data | 6.7 (7 reviews) | 

#### Customization

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Stakeholder Management** | Not enough data | 8.6 (6 reviews) | 
| **Multilanguage Support** | Not enough data | 7.5 (6 reviews) | 
| **Multiple Branding Support** | Not enough data | 8.7 (5 reviews) | 
| **Vertical-specific Solutions** | Not enough data | 8.3 (6 reviews) | 

#### Generative AI

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (7 reviews) | 
| **AI Text Summarization** | Not enough data | 8.3 (7 reviews) | 

#### Agentic AI - Experience Management

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 8.0/10 | 74 |
| **Custify** | 8.3/10 | 21 |

#### Onboarding Setup

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Workflows** | 8.2 (53 reviews) | 8.8 (20 reviews) | 
| **Templates** | 8.3 (51 reviews) | 8.6 (20 reviews) | 
| **Checklists** | 8.4 (56 reviews) | 8.9 (20 reviews) | 

#### Project Tracking

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Monitoring** | 8.0 (51 reviews) | 7.5 (19 reviews) | 
| **Resources** | 8.2 (45 reviews) | 7.7 (18 reviews) | 
| **Content** | 8.3 (44 reviews) | 8.0 (19 reviews) | 
| **Tasks** | 8.0 (58 reviews) | 9.0 (19 reviews) | 
| **Optimization** | 8.2 (48 reviews) | 8.3 (18 reviews) | 

#### Customer Engagement

| Feature | ClientSuccess | Custify | 
|---|---|---|
| **Portal** | 7.8 (43 reviews) | 8.3 (18 reviews) | 
| **Engagement** | 8.1 (54 reviews) | 8.3 (18 reviews) | 
| **Branding** | 7.0 (32 reviews) | 8.0 (18 reviews) | 
| **Visibility** | 8.0 (49 reviews) | 8.1 (18 reviews) | 
| **Collaboration** | 7.6 (41 reviews) | 8.3 (18 reviews) | 

---
## Categories
**Shared Categories (3):** [Customer Success Software](https://www.g2.com/categories/customer-success), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization)

**Unique to ClientSuccess (1):** [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management)

**Unique to Custify (6):** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Journey Analytics Software](https://www.g2.com/categories/customer-journey-analytics), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform), [Experience Management Software](https://www.g2.com/categories/experience-management)


---
## Reviewer Demographics

### By Company Size

| Segment | ClientSuccess | Custify | 
|---|---|---|
| **Small-Business** | 42.3% | 64.0% | 
| **Mid-Market** | 56.0% | 33.1% | 
| **Enterprise** | 1.7% | 2.9% | 

### By Industry

#### ClientSuccess

- **Computer Software:** 37.5%
- **Information Technology and Services:** 16.6%
- **Marketing and Advertising:** 8.7%
- **Internet:** 3.8%
- **Computer & Network Security:** 3.8%
- **Financial Services:** 3.4%
- **Leisure, Travel & Tourism:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 1.7%
- **Hospital & Health Care:** 1.7%
- **Other:** 18.3%

#### Custify

- **Computer Software:** 48.9%
- **Information Technology and Services:** 14.6%
- **Marketing and Advertising:** 9.8%
- **Events Services:** 1.7%
- **Financial Services:** 1.7%
- **Higher Education:** 1.5%
- **Internet:** 1.5%
- **Staffing and Recruiting:** 1.3%
- **Human Resources:** 1.3%
- **Leisure, Travel & Tourism:** 1.3%
- **Other:** 16.7%

---
## Alternatives

### Alternatives to ClientSuccess

- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (697 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) — 4.5/5 stars (134 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (849 reviews)

### Alternatives to Custify

- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (697 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews)
- [Mixpanel](https://www.g2.com/products/mixpanel/reviews) — 4.5/5 stars (1288 reviews)
- [Fin](https://www.g2.com/products/fin/reviews) — 4.5/5 stars (3850 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)

---
## Top Discussions

### ClientSuccess

- Title: [Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?](https://www.g2.com/discussions/is-there-a-way-to-mass-upload-zendesk-company-ids-so-we-don-t-have-to-manual-input-them-in-each-client-in-cs) — 5 comments, 2 upvotes
  > **Top comment:** "I will answer my own question from the answer I received by the CS support team (Chance). 

Chance said that they can mass upload the organization ID from..."
- Title: [Is there a way view clients that I am a CSM #2 on within my client list?](https://www.g2.com/discussions/is-there-a-way-view-clients-that-i-am-a-csm-2-on-within-my-client-list) — 3 comments, 1 upvote
  > **Top comment:** "Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding..."
- Title: [Does ClientSuccess support  B2C subscription companies?](https://www.g2.com/discussions/32667-does-clientsuccess-support-b2c-subscription-companies) — 2 comments, 1 upvote
  > **Top comment:** "I believe so - it's great for managing customer lifetime cycles. So it would depend on how the product is used and if there is a workflow between your..."
- Title: [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) — 1 comment
  > **Top comment:** "A CSM Platform is a Customer Success Manager platform that can track customer engagements, identify risk, manage subscriptions, view support related tickets,..."

### Custify

- Title: [What support do you offer?](https://www.g2.com/discussions/what-support-do-you-offer-f6ff3699-53c6-47be-8741-ad0d57ce8290) — 1 comment, 1 upvote
  > **Top comment:** "Depending on your plan, you will have support via chat, email, phone and even Slack. "
- Title: [What integrations do you offer? Will you add an additional integration for my company?](https://www.g2.com/discussions/what-integrations-do-you-offer-will-you-add-an-additional-integration-for-my-company) — 1 comment, 1 upvote
  > **Top comment:** "The native integrations are constantly enhanced, for the currently supported platforms please have a look at the integration catalogue that can be found..."
- Title: [Can I send unlimited customer data into Custify?](https://www.g2.com/discussions/can-i-send-unlimited-customer-data-into-custify) — 1 comment, 1 upvote
  > **Top comment:** "Data storage and data retention depends on the plan that you choose. "
- Title: [How do we get started?](https://www.g2.com/discussions/how-do-we-get-started) — 1 comment, 1 upvote
  > **Top comment:** "Simply head to http://custify.com and subscribe for a demo"
- Title: [Where is my data stored?](https://www.g2.com/discussions/where-is-my-data-stored) — 1 comment, 1 upvote
  > **Top comment:** "Your data is stored in a data center either within the European Union or in the US, depending on your preference. "

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clientsuccess-vs-custify)