Custify Reviews & Product Details

Custify Overview

What is Custify?

Customer Success Platform designed for your SaaS business. Reduce churn and increase customer lifetime value with an easy to use, modern design. Benefit from Custify's unique concierge onboarding support and get set up in hours, not weeks. Read our reviews - our customers love us. Book a short call today and learn more.

Custify Details
Website
Languages Supported
English
Product Description

Next-Generation Customer Success Software For B2B SaaS


Seller Details
Seller
Custify
Company Website
Year Founded
2017
HQ Location
Bucurest, Rom√¢nia
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
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Custify Screenshots

Custify Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

For us, first and foremost, Custify solves an issue of client overview across our teams. We’ve integrated previously disconnected tools so now our teams not only get full info on our clients but also multiple outreach options and detailed customer health tracking. The automated playbook and alerts options save everyone a lot of time. Review collected by and hosted on G2.com.

What do you dislike?

Integration took a bit of time and deciding on the right customer health scores was a process in itself but once we got everything set up, we saw the benefits. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Definitely worth a try if you have a saas. They have awesome support and can help guide you through the integration and setup process. Our main limitations came from our custom integrations. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We switched to remote work and sharing info about clients became a time consuming process since we have multiple tools which store this information. With tools integrated in Custify, we now have a full 360 view across our clients. Support and CS teams can coordinate better and also sales teams can track customer health scores to track onboarding and clients ready to switch plans. Review collected by and hosted on G2.com.

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Product Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

There are many features in Custify our team loves. The health scores are especially great for us since we tied them with alerts so we get notified on each new change. The segmentation and reports are also helpful - they keep our team on track with everything. Whenever we have any issue their customer support team is easy to reach and quick to reply. Review collected by and hosted on G2.com.

What do you dislike?

The way the features are organized, how complicated adding a new health score can be. Not big issues but worth improving from my point of view. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Depends what you’re looking for. If you need an automated solution to fix your problems this is not it. This is a tool your team can use to save time and effort. Works great if you already know your client KPIs and your CS objectives. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With Custify we focus on improving customer retention. With the alerts and quick reports our CS managers know who might have issues with onboarding or with bad support so they can quickly step in. The automated functions like email playbooks and messages also help with onboarding. It’s really helped us across the board. Review collected by and hosted on G2.com.

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Open Discussions in Custify
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

At our company we have multiple tiers of clients with different levels of pricing along with different addons. So we need a custom approach to tracking customer health, churn and growth opportunities. Custify lets us do this. We set health scores for each plan. This way we see when a certain type of user is at risk of churn or if he reaches could be upsold to a different plan or addon. There are many features in Custify and this flexibility is why we use it daily. Review collected by and hosted on G2.com.

What do you dislike?

There’s nothing we really hate. Just a few things we wish could be improved like there are a few limitations regarding branding and customization. A dashboard and report emails would also be nice. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is really a cross-dept tool that both sales and customer success teams need to use. Getting started is a bit difficult but they have an awesome support team and you should reach out for any issue. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With Custify we have a process to reduce churn and automate outreach for upselling. It’s a process their team helped us implement and refine. We’ve had great results reducing churn by 50% in some cases. Custify directly helps us scale our CS and sales teams. Review collected by and hosted on G2.com.

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Customer Happiness
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Custify allows us to automatically target out-reach to our customer base based on actions (or inactions) taken by the users on our platform. This allows us to identify the people who are using our product but could be getting more out of it. The fact that Custify connects to Zapier is a huge up-side for us, it allows us to really have some fun with the automatic out-reach that we trigger based on metrics that we use Custify to identify.

On top of that, George and Philip made onboarding very easy. It took us a little longer than expected to get set up, but those gentlemen helped us keep things moving forward offering guidance when it was needed. Review collected by and hosted on G2.com.

What do you dislike?

I really don't have any dislikes about Custify. The only thing that would even further improve my review would be some additional 'in-Custify' analytics/ data tracking.

Custify has a great team and when I have questions I feel totally comfortable hitting their guys up when we need help or run into any issue. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Custify is helping us proactively fight churn by identifying users who are not active on our platform. It really powers up our CSM's by automating some of the manual, repetitive processes such as scheduling meetings for low adopters. Review collected by and hosted on G2.com.

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Chief Executive Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Our team works across multiple products keeping track of onboarding, client usage and various KPIs. The best value of Custify is its flexibility. I can use it as a PM tool to oversee app usage or onboarding bottlenecks but the rest of the team can use it for automated outreach campaigns or for general customer success activities. Overall it saves us a lot of time. Review collected by and hosted on G2.com.

What do you dislike?

In the beginning, there’s a bit of a learning curve but as you start using everything, it becomes a daily routine. Team is pretty happy. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go through the concierge on boarding. Their staff is awesome and gave us detailed guides on each implementation. They did a demo to each of our team members that had to use the tool. Don’t be afraid to reach out, it’s complicated occasionally but that’s why you pay them. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Custify helps us first solve the issue of onboarding step tracking. We get to see when users sign up, what features they use and how they go through the steps. When they get stuck our team can reach out. Secondly, the fact that we have all the information in one place about users really saves everyone a lot of time. The Customer 360 view keeps everyone on the same page. We did have to integrate each product like the payment gateway and the helpdesk software and this took time. Review collected by and hosted on G2.com.

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Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The customer health tracking based on multiple KPIs along with the tasks and playbook automations give us a really comprehensive solution for customer success. There’s a lot of value added and probably our favorite feature is the health scores tied with alerts and tasks. This basically gives our cs team a roadmap of activities every day Review collected by and hosted on G2.com.

What do you dislike?

Nothing yet. The team likes it. Setting new health scores is a bit complicated and we always end up calling support. The UI isn’t exactly intuitive in some places either. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With Custify our CS teams save time and know where to focus their efforts. We set health scores and tasks accordingly and every morning they know who to call and why. Their main objectives are to increase customer retention and improve the trial to paid onboarding. So far we’ve managed to scale quite well. Review collected by and hosted on G2.com.

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Head of Engineering
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

We love the health scores even though in our case these are specific to each client so we have quite a lot.

The fact that we get a full view of a customer's interaction and activity.

The alerts function also helps our team stay on top of any issues as soon as they happen.

The flexibility we have to configure tracking for each client and adapt as our business grows and we add more features. Review collected by and hosted on G2.com.

What do you dislike?

We don't have any section to get an overall view across all accounts or CS member activity. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Consider this tool if you need a complex flexible customer success tool. Their support is awesome and the software is top-notch Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a few enterprise clients that use our platform in various ways. Each one is different so we need separate KPIs.

Custify helps us to flexibly set, monitor and modify these KPIs as our company scales.

So we get a clear view of each account and monitor any issues in real time. As a result we increase customer retention and can easily upsell new features to the right clients. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

As of our 1st contact, MOST important for me was if their team is ready to do 2 important customizations for us, as we are not a huge company. They said yes without a blink. Their Onboarding was easy and in OUR own pace, really felt as VIP client as of start to finish. (although, we are not VIP) Review collected by and hosted on G2.com.

What do you dislike?

Absolutely nothing, as love is blind. Joking a bit, but really nothing to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Have 20min call with Patrick Delaney and Carl Lane from Custify, you will not regret it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were looking for so long to find the best way to manage our Churn, Lifetime value, Retention, Customers Health tracking, Lifecycles of our own onboarding process, and managed to enable the customer support team amazing tool for their needs + same great tool for top management, analytics, reporting. And Custify really does work! It does provide results already after the first month of usage!! Hence, my love for this product :) Review collected by and hosted on G2.com.

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Software sales & support specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The tool has a lot of useful features and it’s very easy to use once you get used to it. Its UI is clean and fast. The main advantage though is the awesome customer support and onboarding they provide. Philipp has been awesome in training everyone and adapting certain features to our needs. The segmentation couple with tasks function really keeps me on a clear path. Review collected by and hosted on G2.com.

What do you dislike?

Certain integrations or reports can only be done with their team’s help. Some features are also a bit limited still but we see updates every month so I’m sure we’ll get everything soon. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It’s mostly a CS tool but can be adapted to other depths. It is important that you have a clear goal in mind when you start with Custify. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Having a central hub for all our data is very useful. No more wasting time across platforms to check our user base. The tasks and alerts function keep us on track with clients that need our attention. Overall we get a much better visibility across our clients. Review collected by and hosted on G2.com.

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Customer Success Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Custify allows us to automate our task creation and client management. Their health score system allows us to keep track of the user behavior that really matters to us at a glance. Review collected by and hosted on G2.com.

What do you dislike?

Not much to dislike, really. Any time I find kinks in the workflow I voice my concerns and more often than not a change is made to enhance it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our product has a high learning curve and Custify helps us monitor our user behavior efficiently so we can see who is struggling and needs a bit more support. Additionally, their task automation really helps stay organized and prevent users from falling through communication gaps. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The multitude of features and its dedicated support sold it for us. Custify lets us configure and set things up in the exact way our unique flow needs. With customized segments and health scores for each plan we can see what’s going on with our users. We can target each of them using automated playbooks, saving our CS teams a lot of time. Philipp was very patient and walked us through all the steps. Review collected by and hosted on G2.com.

What do you dislike?

Learning the complex UI takes some time. Their concierge onboarding is necessary. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Pay attention in the onboarding process. Setting everything up took a bit for us. Each department had to get involved and make a plan. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a SaaS model with multiple plans, upsell features and various payment methods. This saves us time, allowing our sales and CS teams to scale. We’re already seeing results in upsell conversion rates. Review collected by and hosted on G2.com.

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CTO & Co-Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It’s been very easy to create segments within our user base based on user plans and their respective KPIs. We were looking for a tool that could let us set different KPIs per user groups and automate emailing. Custify fit right into our plans and gave us a lot more ideas and options. We can set automated campaigns with emails, SMS and in-app notifications from their tool based on KPIs we set. Review collected by and hosted on G2.com.

What do you dislike?

The UI isn’t great and setting up health scores could be easier. Once everything is set up, it’s pretty simple to use for the team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don’t go all out on every possible feature from the beginning. Setup your customer view with all integrations, then set some health score for the most common accounts and then develop use cases. If you are new to this, like we were, you’re just going to get lost in the complexity. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were looking for a solution to automate customer outreach based on certain criteria. With Custify we set health scores per user groups and in some cases per account. This gives us our CS team a lot of insight on what’s going on and what issues they need to look out for. They can reach out when onboarding stops or when certain health scores drop. It makes them more proactive, which is what we really wanted. Review collected by and hosted on G2.com.

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CX Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

With Custify we can configure complex customer health scores to keep track of all our target KPIs. It’s fairly easy to configure and works great with segments and makes it quite easy for our team to track and find the best accounts to target. Review collected by and hosted on G2.com.

What do you dislike?

Dashboard is so and so, and takes a bit to learn everything. But we get onboarding from their team for each member so that simplified this. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Learning every little features takes bit. Took me a few weeks to get accustomed to the interface and everything. Their onboarding helped a lot. But still, this should be considered.

This tool works absolutely great, but you need to know what “to ask it”. So know your kpis and objectives. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall Custify features save us time and keep us on track with daily targets. Their reports, notifications and alerts are part of each day for us. Review collected by and hosted on G2.com.

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Software Sales & Support Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I really appreciate how easy to use Custify is. It gives each member of our staff a lot of freedom in the sense they don’t need developer or management help for getting segmented data, they can keep track of clients’ KPIs in real time with health scores and they get real time notifications on clients that are ready to be contacted for an upsell. Review collected by and hosted on G2.com.

What do you dislike?

Learning to use and modify settings takes a bit but after their onboarding call it was not a problem. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Pay attention during the onboarding call and make sure you understand the KPIs you track. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall it gives each member the ability to get the information they need, across the company. Everyone feels connected. We now have better client interactions and can easily keep track of health scores. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Segmenting accounts is so much easier now. Our sales teams know who to call for an upsell and our cs teams know who is at risk of churn! Their support has been a Godsend. This was our first customer success solution, and they helped us set health scores, goals, segments and onboarded every one of our staff. Review collected by and hosted on G2.com.

What do you dislike?

The interface isn't exactly easy and it is lacking some quick overview stats. It’s also quite difficult to set up. Without their support we would not have been able to do it.. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get your staff onboarded as fast as possible and make sure they use it. Otherwise, the tool will not give results! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our goal was to increase customer retention and help our staff save time so they can scale their efforts with our user base. So far it's been a great help! Review collected by and hosted on G2.com.

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SaaS Marketer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The automation features along with the customer health tracking save us so much time. We know who to call, when, what issues they're facing. Our efficiency has gone up by about 20%. Big shoutout to their account managers who helped us install and learn the app so fast. Review collected by and hosted on G2.com.

What do you dislike?

A general dashboard with everything in one palace would help. Also generic review emails each month would be nice. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Think about your end goal. Do you want to save time, get more upsells or reduce churn? Discuss it with Custify so that they can guide you through the best way to implement and reach your goal. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a SaaS with multiple plans and a lot of leads. Knowing when to upsell, when a user's activity drops, or when a trial is ready to convert is essential. We don’t have a big team so focusing our efforts is essential for our bottom line. Custify helps us do this. Even though it seemed expensive in the beginning, the ROI it brought in was well worth it. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Custify adapts easily to our growing and complex data set. We’ve tripled in size in the past year and the tool hasn’t had any issues. It’s easy to track customers and set health scores based on the KPIs we measure. Review collected by and hosted on G2.com.

What do you dislike?

Dashboard and setup seems a bit difficult but at least they provide onboarding and continuous support. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be patient with the learning process. Consider the setup and KPIs as the tool adapts to what you track. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall saves us time and helps us segment and target our users. We have a growing database so we need as much automation as possible to stay on track. We've also been able to better prioritize which accounts to focus on each week. Review collected by and hosted on G2.com.

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Support Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The interface is easy to use and understand. It feels specifically built for our customer success efforts. I like the 360 customer view and the fact that it pulls in all email communication with the client. These really simplify everything and save a ton of time. Review collected by and hosted on G2.com.

What do you dislike?

Activity dashboards or recent clients listings are not available. Would be nice. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Custify is highly customizable and can adapt to many CS formats. Be sure to have a clear list of expectations when starting with it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Besides the time saved from having everything in one place, it is helpful in keeping me on track with the next clients to approach and when with their reminders and notifications. Also it helps identify clients that may be eligible for some upsells. We offer certain paid features but since we have many free plan users, knowing to contact makes it hard. With custify targeting features we can identify the best candidates. Review collected by and hosted on G2.com.

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Managing Partner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Implementing Custify was a breeze. We got the concierge package so assistance was provided at all steps. We never had a customer success product till now so having someone help us with KPIs, health scores and reports was awesome.

The interface is very flexible once you learn it.

Multiple integrations with detailed documentation. Review collected by and hosted on G2.com.

What do you dislike?

UI is a bit complicated and there’s no dashboard to see all relevant data in one view. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have multiple subscription plans across our userbase and need a way of monitoring their health scores and for members from each dept to see all client info in one place. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I love the health score system, fully customizable easy to create and keep track of how our clients are doing. 360 view is great as well.

I also have to give praise to Custify's great onboarding process, dedicated Slack channel where they answer all our questions very quickly. Everything we asked for to be developed was done very quickly! Review collected by and hosted on G2.com.

What do you dislike?

Tasks not appointed to specific CSM, but it's being fixed next sprint from what I hear.

Would love to see group reporting based on segments with date stamp Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great support, easy implementation Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We do a lot of 1 on 1 onboardings in Referrizer and it's great to have the lifecycles for each of those accounts. With lifecycles Custify provides it's easy for us to keep track of the onboarding progress. Review collected by and hosted on G2.com.

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CEO and Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Custify is easy to use, it gives us all data we need to prevent churn Review collected by and hosted on G2.com.

What do you dislike?

Nothing really.. I spent 5 minutes on this question, trying to figure out one bad thing, could not find it. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Working with Custify is totally different than with any other company. They are incredible, responsive company with great understanding of our needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Custify helps us prevent cancellations by tracking each account health score. It helps us recognize upsell opportunities to bring more revenue per client. Review collected by and hosted on G2.com.

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Consultant
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

How easy it's been to integrate with the rest of our product stack, so actions we take in Custify can be done right there on the platform, even though other applications do the actual work, like sending the automatic email or SMS sequences we set in Custify according to segments and journeys and then also see the data from their impact. Review collected by and hosted on G2.com.

What do you dislike?

Integration was ok, but the initial setup was kinda slow. No big deal, though, because we ended up with a very powerful system. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

When you choose a customer success platform, don't just look at it on its own. See how it plays to your current product and what other problems it will solve, like reporting, segmentation, task automation etc. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We've been able to customize what we send (email / sms), to who and when in a much more efficient way and we actually see if it works or not in re Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I was worried that automation would hurt the experience our premium accounts usually get from the company, but it turned out to actually improve it. First, they get exactly the tutorials they need when they need them, based on what they're doing with the product, so they don't need to reach out to us to ask. This saves us time and keeps them in the app. Second, we set milestones that trigger automatic task creation for our CSMs to get in touch with certain accounts outside the platform, just as we did before, except now it's more targeted and specific to their needs, which means they're not wasting time and we're not missing opportunities. Review collected by and hosted on G2.com.

What do you dislike?

I wish it was easy to see our global Custify revenue, because that number would help us feel the overall impact. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go through their concierge onboarding and set things up step by step. If you don’t have the data and a clear understanding of what you want you can work with their team to set these up. Otherwise it does not really work. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We've seen monthly value grow on all account segments, but especially on our older premium accounts, which makes a big impact on the company's bottom line. Review collected by and hosted on G2.com.

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Co-founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Easy to implement with our tech stack thanks to clear documentation and concierge onboarding. We can now automate campaigns with emails, popups, sms and more.

Its analytics is a great help also. We have now identified features our clients don't use and onboarding steps that are usually skipped. Review collected by and hosted on G2.com.

What do you dislike?

Not much from my side. Setup and integration took some time. The concierge onboarding helped make a plan for this. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go through their concierge onboarding and have all people involved do it. This way everyone has a clear picture of what Custify can do and what third-party apps need to be integrated. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We now have a clear view of our onboarding and can optimize it. We can make combined playbooks and measure each step accordingly, no more need to check each separate tool. Review collected by and hosted on G2.com.

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Senior Online Marketing Expert
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

We can implement and measure our entire onboarding process through Custify. Meaning emails, sms, pop-up from different apps can now be done through one system, giving us way more flexibility and options in targeting. We are also able to measure each step and change accordingly. Review collected by and hosted on G2.com.

What do you dislike?

Global dashboards would be a big help. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Have Custify team members do onboarding for each new user. Saves a lot of time as learning all the options and settings can be tough. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a freemium business model and determining when a user needs to upgrade or may need certain separate packages we upsell, is very important. With the KPIs and health scores we set we can identify the ideal customers to approach and convert. Review collected by and hosted on G2.com.

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