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At a Glance
Market Segments
Small-Business (63.2% of reviews)
Mid-Market (60.9% of reviews)
Entry-Level Pricing
No pricing available
Custom
Custify
Star Rating
(472)4.7 out of 5
Market Segments
Small-Business (63.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CustifyPlanhat
Star Rating
(883)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Custify excels in Ease of Use with a score of 9.1 compared to Planhat's 8.4, making it more intuitive for new users. Reviewers mention that Custify's user interface is straightforward, allowing for quicker onboarding and less training time.
- Reviewers mention that Custify offers superior Quality of Support with a score of 9.6, while Planhat scores 9.3. Users on G2 highlight Custify's responsive customer service and helpful resources, which enhance the overall user experience.
- Users say that Custify outperforms Planhat in Customer Monitoring with a score of 9.4 versus 8.9. Reviewers appreciate Custify's robust monitoring tools that provide real-time insights into customer behavior, which helps in proactive engagement.
- G2 users report that Custify shines in Templates with a score of 9.3 compared to Planhat's 8.1. Users mention that Custify's extensive library of customizable templates streamlines workflows and enhances productivity.
- Reviewers mention that Custify leads in Data Security with a score of 9.4, while Planhat scores 8.9. Users appreciate Custify's commitment to data protection, which is crucial for maintaining customer trust.
- Users report that Custify's Multi-step Planning feature is significantly better, scoring 9.2 compared to Planhat's 4.3. Reviewers highlight that Custify's planning capabilities allow for more complex project management, making it easier to track progress and manage tasks effectively.
Pricing
Entry-Level Pricing
Custify
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Custify
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
9.0
366
8.6
735
Ease of Use
9.1
410
8.3
742
Ease of Setup
8.6
222
7.5
499
Ease of Admin
9.1
137
8.2
445
Quality of Support
9.6
348
9.2
714
Has the product been a good partner in doing business?
9.6
137
9.3
441
Product Direction (% positive)
9.4
361
9.2
685
Features by Category
Sales Force Automation
Not enough data
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Marketing Automation
Not enough data
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
9.3
334
|
Verified
8.7
556
|
Verified
9.4
334
|
Verified
8.8
550
|
Verified
8.8
338
|
Verified
8.8
561
|
Verified
9.2
329
|
Verified
8.2
546
|
Verified
9.3
331
|
Verified
8.5
513
|
Verified
8.8
321
|
Verified
8.0
490
|
Verified
8.1
228
7.2
421
|
Verified
Predictions
8.9
296
|
Verified
7.9
494
|
Verified
8.4
298
|
Verified
7.4
432
|
Verified
8.9
302
|
Verified
8.3
494
|
Verified
7.5
174
6.7
349
|
Verified
Platform
8.6
292
|
Verified
8.3
545
|
Verified
8.9
318
|
Verified
8.1
517
|
Verified
8.5
222
|
Verified
8.2
490
|
Verified
8.9
309
|
Verified
8.5
497
|
Verified
8.8
322
|
Verified
8.2
521
|
Verified
8.8
324
|
Verified
8.6
518
|
Verified
9.0
312
|
Verified
8.8
509
|
Verified
9.3
299
|
Verified
8.9
476
|
Verified
9.2
324
|
Verified
8.5
519
|
Verified
9.0
320
|
Verified
8.8
520
|
Verified
Generative AI
7.7
127
6.2
171
7.9
125
6.2
174
Agentic AI - Customer Success
8.5
11
6.3
99
8.8
11
6.7
99
9.0
12
6.8
102
8.9
11
6.5
98
8.5
11
6.2
99
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
User Analysis
Not enough data
Not enough data
Not enough data
Not enough data
User Support
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Walkthrough Type
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics - Digital Adoption Platform
Not enough data
Not enough data
Not enough data
Not enough data
Analytics - Digital Adoption Platform
Not enough data
Not enough data
Functions - Digital Adoption Platform
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Digital Adoption Platform
Not enough data
Not enough data
Product Analytics
9.3
5
8.6
81
8.3
5
8.2
81
9.3
5
8.9
77
8.3
5
7.7
66
9.0
5
8.4
79
8.3
5
8.3
67
8.0
5
8.3
75
8.7
5
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Data Sourcing
8.5
8
8.2
181
8.5
8
8.4
175
7.9
8
6.4
139
8.3
8
7.3
141
Intelligence
7.1
7
6.3
121
7.1
7
6.5
129
7.4
7
6.5
124
Sales Team
8.0
5
7.7
89
8.7
5
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
9.3
12
8.0
166
8.9
12
7.9
151
9.2
12
8.2
146
8.5
12
7.7
132
9.4
12
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Platform Basics
9.4
16
Not enough data
8.7
17
Not enough data
Platform Data
8.4
16
Not enough data
8.4
16
Not enough data
8.8
17
Not enough data
9.0
16
Not enough data
Platform Additional Functionality
8.4
15
Not enough data
8.9
14
Not enough data
9.0
14
Not enough data
Agentic AI - Customer Journey Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
9.8
8
Not enough data
9.4
8
Not enough data
8.8
7
Not enough data
6.7
7
Not enough data
Customization
8.6
6
Not enough data
7.5
6
Not enough data
8.7
5
Not enough data
8.3
6
Not enough data
Generative AI
7.4
7
Not enough data
8.3
7
Not enough data
Agentic AI - Experience Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.8
20
8.6
252
8.6
20
8.1
256
8.9
20
8.6
258
Project Tracking
7.5
19
8.2
235
7.7
18
7.7
201
8.0
19
8.0
211
9.0
19
8.4
254
8.3
18
7.9
208
Customer Engagement
8.3
18
7.8
229
8.3
18
8.0
224
8.0
18
7.4
213
8.1
18
8.3
229
8.3
18
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Custify and Planhat are categorized as Customer Success, Customer Data Platform (CDP), Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, and Client Onboarding
Unique Categories
Custify is categorized as Customer Journey Analytics, Digital Adoption Platform, and Experience Management
Planhat is categorized as Client Portal, Subscription Revenue Management, CRM, Data Quality, and AI Agent Builders
Reviews
Reviewers' Company Size
Custify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
47.3%
Information Technology and Services
15.0%
Marketing and Advertising
10.2%
Events Services
1.7%
Internet
1.5%
Other
24.2%
Computer Software
37.8%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Discussions
Where is my data stored?
1 Comment
PW
Your data is stored in a data center either within the European Union or in the US, depending on your preference. Read more
How do we get started?
1 Comment
PW
Simply head to http://custify.com and subscribe for a demoRead more
Can I send unlimited customer data into Custify?
1 Comment
PW
Data storage and data retention depends on the plan that you choose. Read more
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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