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Compare Custify and Planhat 
Featured Products
At a Glance
Market Segments
Small-Business (63.4% of reviews)
Mid-Market (60.9% of reviews)
Entry-Level Pricing
No pricing available
Custom
Custify
Star Rating
(475)4.7 out of 5
Market Segments
Small-Business (63.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CustifyPlanhat
Star Rating
(882)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.
- G2 reviewers report that Planhat excels in providing a clean and intuitive interface, making it easy for users to track customer health and manage accounts effectively. Users appreciate the customizable dashboards that offer quick insights into renewal risks and workflows.
- Users say Custify stands out for its flexibility in playbooks, which help customer success teams automate engagement reminders throughout the user lifecycle. This feature has been particularly beneficial for teams looking to streamline their processes and improve customer interactions.
- According to verified reviews, Planhat has received high praise for its quality of support, with users highlighting the responsiveness and helpfulness of the support team. This level of assistance has been crucial for users navigating the platform's features.
- Reviewers mention that Custify is recognized for its ease of use and straightforward setup process, allowing teams to filter data and build workflows quickly. This user-friendly approach has made it easier for teams to collect feedback and enhance their onboarding processes.
- G2 reviewers report that while Planhat has a strong overall satisfaction score, it faces challenges in meeting specific workflow needs for some users, who have noted configuration difficulties. This indicates that while the platform is powerful, it may require more customization for certain use cases.
- Users say that Custify's agility and responsiveness to user feedback have fostered a collaborative relationship, with many users feeling that their feature requests are taken seriously. This has led to a rewarding experience for users who value ongoing improvements and updates.
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
369
8.6
734
Ease of Use
9.1
413
8.3
741
Ease of Setup
8.6
225
7.5
498
Ease of Admin
9.0
139
8.2
445
Quality of Support
9.6
351
9.2
713
Has the product been a good partner in doing business?
9.5
139
9.3
441
Product Direction (% positive)
9.4
364
9.2
684
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
335
|
Verified
8.6
555
|
Verified
9.4
335
|
Verified
8.8
549
|
Verified
8.8
339
|
Verified
8.8
560
|
Verified
9.2
331
|
Verified
8.2
545
|
Verified
9.3
333
|
Verified
8.5
512
|
Verified
8.8
321
|
Verified
8.0
489
|
Verified
8.1
229
7.2
420
|
Verified
Predictions
8.9
297
|
Verified
7.9
493
|
Verified
8.4
298
|
Verified
7.4
431
|
Verified
8.9
303
|
Verified
8.3
493
|
Verified
7.5
174
6.6
348
|
Verified
Platform
8.6
294
|
Verified
8.3
544
|
Verified
8.9
320
|
Verified
8.1
516
|
Verified
8.5
223
|
Verified
8.2
489
|
Verified
8.8
311
|
Verified
8.5
496
|
Verified
8.8
322
|
Verified
8.2
520
|
Verified
8.8
325
|
Verified
8.6
517
|
Verified
9.0
312
|
Verified
8.8
508
|
Verified
9.3
299
|
Verified
8.9
475
|
Verified
9.2
325
|
Verified
8.5
518
|
Verified
9.0
320
|
Verified
8.8
519
|
Verified
Generative AI
7.7
127
6.1
170
7.9
125
6.2
173
Agentic AI - Customer Success
8.5
11
6.3
98
8.8
11
6.7
98
9.0
12
6.8
101
8.9
11
6.5
97
8.5
11
6.2
98
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
47.4%
Information Technology and Services
15.2%
Marketing and Advertising
10.2%
Events Services
1.7%
Internet
1.5%
Other
24.0%
Computer Software
37.7%
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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