Custify Features
Customer Information (7)
Customer Health Scores
Based on 335 Custify reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Based on 335 Custify reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles
Based on 339 Custify reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.
Playbooks
Based on 331 Custify reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
Based on 333 Custify reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.
Product Engagement
Based on 321 Custify reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.
Surveys
Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 229 Custify reviews.
Predictions (4)
Churn Risk
Based on 297 Custify reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.
Upsell Opportunities
Based on 298 Custify reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Based on 303 Custify reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Machine Learning
As reported in 174 Custify reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Platform (10)
Reporting & Dashboards
Based on 293 Custify reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing
API & Integrations
Based on 319 Custify reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.
Data Import & Export Tools
Based on 223 Custify reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Based on 311 Custify reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Based on 322 Custify reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.
Customization
Based on 325 Custify reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Based on 312 Custify reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security
Based on 299 Custify reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.
Performance & Reliability
Based on 325 Custify reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Based on 320 Custify reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
User Analysis (2)
Survey Implementation
Allows you to deploy NPS surveys to users.
Data Analysis
Analyzes user survey responses and information in the application.
User Support (3)
User Segmentation
Organizes users into predefined groups and provides different responses based on group.
Multi-Language Support
Supports multiple languages.
Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (2)
Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Text Bubble Walkthroughs
Supports text bubble walkthroughs.
Product Analytics (8)
Account-Level Analytics
Ability to see analytics at the account level.
User-Level Analytics
Ability to see analytics at the user level.
Segmentation
Ability to compare usage across segments such as role, company size, etc.
Funnels
See how users move though a product via grouped page sequences
Alerts
Receive automated alerts and reports based on gains or losses in performance.
Multi-Product Analytics
View analytics for multiple products in a single dashboard, including cross-product engagement
User Scoring
Scores customers and visitors to identify at-risk or thriving accounts.
Integrations
Breadth and functionality of integrations with third-party products.
Data Sourcing (4)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Intelligence (6)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities
Zero-touch Renewals
Can fully automate the deal renewal process
Smart Content
Suggests content appropriate to stage and tone of the deal
Sales Team (3)
Flexible Sales Process
Can operate under at least two distinct sales methodologies
Training Mode
Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Creates and stores multiple playbooks for sales
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity
Stakeholder Roles
Includes explicit definitions of stakeholder roles
Platform Basics (7)
Templates
Provide templates for customer journey mapping to jumpstart the process. This feature was mentioned in 12 Custify reviews.
Exporting
Ability to export customer journey maps in a variety of formats to present and analyze. This feature was mentioned in 12 Custify reviews.
Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes. 12 reviewers of Custify have provided feedback on this feature.
Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map. 12 reviewers of Custify have provided feedback on this feature.
Data Analytics
Based on 12 Custify reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). This feature was mentioned in 16 Custify reviews.
Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns. 17 reviewers of Custify have provided feedback on this feature.
Platform Data (4)
Journey Reporting
Based on 16 Custify reviews. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
As reported in 16 Custify reviews. Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data. 17 reviewers of Custify have provided feedback on this feature.
Advanced Data Filtering
Based on 16 Custify reviews. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (3)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. This feature was mentioned in 15 Custify reviews.
Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. 14 reviewers of Custify have provided feedback on this feature.
Automated Alerts
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. 14 reviewers of Custify have provided feedback on this feature.
Analytics (4)
Net Promoter Score (NPS)
Calculates net promoter score (NPS) using customer feedback data.
Customer Satisfaction (CSAT) Score
Calculates customer satisfaction (CSAT) score using customer feedback data.
Customer Effort Score (CES)
Calculates customer effort score (CES) using customer feedback data.
Gamification
Provides gamification tools to incentivize employees to leverage customer feedback insights.
Customization (4)
Stakeholder Management
Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience.
Multilanguage Support
Allow users to create surveys and repond to customer feedback in a variety of languages.
Multiple Branding Support
Allows users to deploy surveys and intake feedback data for multiple brands.
Vertical-specific Solutions
Vendor provides industry- or role-specific experience management solutions.
Onboarding Setup (3)
Workflows
As reported in 20 Custify reviews. Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents. This feature was mentioned in 20 Custify reviews.
Checklists
As reported in 20 Custify reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts. 19 reviewers of Custify have provided feedback on this feature.
Resources
Based on 18 Custify reviews. Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content. This feature was mentioned in 19 Custify reviews.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 19 Custify reviews.
Optimization
Based on 18 Custify reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents. 18 reviewers of Custify have provided feedback on this feature.
Engagement
Based on 18 Custify reviews. Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project. 18 reviewers of Custify have provided feedback on this feature.
Visibility
Provide multiple levels of visibility accrosss all onboarding stages. 18 reviewers of Custify have provided feedback on this feature.
Collaboration
Allow internal and external users to collaborate without loging into the system. 18 reviewers of Custify have provided feedback on this feature.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt. 127 reviewers of Custify have provided feedback on this feature.
AI Text Summarization
As reported in 125 Custify reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (1)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Functions - Digital Adoption Platform (2)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Product Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Customer Success (5)
Autonomous Task Execution
Based on 11 Custify reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 11 Custify reviews.
Cross-system Integration
As reported in 12 Custify reviews. Works across multiple software systems or databases
Natural Language Interaction
As reported in 11 Custify reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 11 Custify reviews.
Agentic AI - Experience Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Adoption Platform (1)
Adaptive Learning
Improves performance based on feedback and experience




