--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 503 reviews by the users' company size, role or industry to find out how Custify works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 503 scale: '5' date_modified: '2026-06-22' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Custify Reviews **Vendor:** Custify **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.7/5.0 **Total Reviews:** 503 ## About Custify Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale. ## Custify Pros & Cons **What users like:** - Users find Custify's **ease of use** exceptional, with a straightforward UI and quick implementation process enhancing efficiency. (123 reviews) - Users value the **excellent customer support** from Custify, appreciating their quick responses and helpful assistance. (83 reviews) - Users appreciate the **intuitive interface** of Custify, enabling seamless collaboration and enhancing customer success operations. (54 reviews) - Users appreciate the **seamless integrations** of Custify, enhancing their ability to manage customer insights effectively. (49 reviews) - Users love Custify's **automation features** , enabling timely outreach and efficient customer health monitoring. (48 reviews) - Users value the **centralized customer information** in Custify, enhancing insights and fostering better engagement with clients. (42 reviews) - Easy Setup (41 reviews) - Customer Engagement (40 reviews) - Users appreciate the **customization features** of Custify, enabling tailored customer management and efficient workflows. (40 reviews) - Customer Success (37 reviews) **What users dislike:** - Users find the **missing features** in Custify limiting, wishing for better integrations and enhanced functionalities. (30 reviews) - Users note the need for better **email integration** to streamline communication tracking within Custify. (20 reviews) - Users find **limited customization** in Custify's UI and features, affecting their overall flexibility and ease of use. (20 reviews) - Users find a **challenging learning curve** with Custify, affecting intuitive use and creating initial complexity. (17 reviews) - Users find Custify's interface **not intuitive** , making it challenging to navigate and utilize effectively. (17 reviews) - Users find the **steep learning curve** of Custify challenging, making it difficult to fully utilize its features. (16 reviews) - Users face **integration issues** that require additional technical knowledge and could benefit from more streamlined options. (14 reviews) - Difficult Reporting (12 reviews) - Difficult Setup (11 reviews) - Email Issues (11 reviews) ## Custify Reviews ### 1. Essential part of our tool stack. If you want to be an organised CSM this is the tool for you. **Rating:** 5.0/5.0 stars **Reviewed by:** Haig F. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Custify?** Very easy to use, continuous improvements and an essential part of my Day to day as a CSM **What do you dislike about Custify?** Tokens on the latest AI feature, but understandable as this is a cost to them. If used wisely its not an issue as you are given free tokens **What problems is Custify solving and how is that benefiting you?** Due to being a small business and a small CSM team we needed a efficent way of handling our high volume, high touch customers. Custify provided that resolution with there playbooks and segments, lifecycles to name a few. ### 2. Empowered Our Customer Success Strategy **Rating:** 4.5/5.0 stars **Reviewed by:** George G. **Reviewed Date:** December 11, 2025 **What do you like best about Custify?** I like Custify's intuitive UI and the easy integrations it offers with other vendors' software. Their support team is great. We connect Custify to our data warehouse and CRM systems, and it aggregates all our data effectively. The initial setup was quite easy and took less than a month. **What do you dislike about Custify?** Statistics gathering within Custify (opened E-Mail) as example could be improved **What problems is Custify solving and how is that benefiting you?** Custify helps us understand how our customers use our app and why they churn. We now collect insights and can prevent customer churn effectively. ### 3. Handling Complex Customer Success requirements **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Custify?** In order to meet our Customer Success goals, we decided to go with Custify. We manage a huge amount of large accounts and Custify provides a centralized, reliable view of customer health scores across regions and our teams. The integration with other tools ensures that Customer Success works hand-in-hand with Sales and Product. **What do you dislike about Custify?** The platform is customizable, which for us meant a longer implementation phase. During the onboarding we leveraged the Custify Team to have health scores and user segmentation based on our needs. **What problems is Custify solving and how is that benefiting you?** Our requirement was a scalable solution to ensure consistent customer success across a global client base. Custify gives us the ability to track adoption, proactively mitigate churn risks and identify expansion opportunities. Since we've implemented Custfy we increased the net retention rate and improved visibility. ### 4. Custify is a powerful Customer Success Platform. **Rating:** 4.5/5.0 stars **Reviewed by:** Henry D. | Global Customer Success Manager - Geoscience, Mining & Metals, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2025 **What do you like best about Custify?** As a company with a large and diverse product suite we are working through our implementation. We have had a fantastic experience with an extremely helpful and responsive CSM supported by a great broader team. We intergrate with our CSM, a data warehouse and use the API to manage and control datas. Recent updates are allowing more customisation and powerful graphical plotting features at finer resolutions. **What do you dislike about Custify?** Data warehouse data is synced line by line, rather than by account or contact which can create some orphaned data, for us, in the way we are using Custom Data tables but so far we have been able to manage this using the API. **What problems is Custify solving and how is that benefiting you?** Custify is giving us a stronger insight into our customers and allowing us to scale our Customer Success Programme. ### 5. Game-Changer for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Custify?** Custify makes customer success management incredibly easy and automated. I love how it integrates seamlessly with our and gives us a 360° view of each customer’s health score, usage patterns, and renewal likelihood. The customizable dashboards and automated playbooks save our CSMs hours every week. It’s the most intuitive customer success software I’ve used — everything from onboarding tracking to churn prediction just works. **What do you dislike about Custify?** During the initial weeks, there is definitely a learning curve, particularly when configuring custom KPIs and segments. Despite this, Custify’s support and documentation are outstanding, and their customer success onboarding team guided us through the process, ensuring everything was set up smoothly. **What problems is Custify solving and how is that benefiting you?** Before Custify, our CSMs were reactive — chasing churn risks after it was too late. Now, we’re proactive. With automated health scoring, customer segmentation, and real-time alerts, we identify at-risk accounts early and take action. Our customer retention rate has improved by 22% in six months, and expansion revenue is up thanks to better upsell visibility. Custify also consolidates data from multiple sources (CRM, billing, product usage) so our entire customer success team works from one source of truth. ### 6. Prevent churn with automations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Custify?** I love having the possibility to help the team preventing churn with data and analytics gathered within Custify. Since we are tracking events we have the possibility to segment users, build health scores, collect NPS scores and interact with customers on a new level. **What do you dislike about Custify?** The implementation phase took quite some while due to connecting all integrations and data storages but once this is solved it just works. **What problems is Custify solving and how is that benefiting you?** Having hundreds of thousand of events that are coming in daily you will sooner or later need a tool that is able to handle this. We've selected Custify for this in order to filter and aggregate the events from Customers. With this data we're now able to segment, build health scores and interact with customers. ### 7. Excellent Tool for Data-Driven Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Custify?** We've been using Custify with our team for several months now, and it's become an essential part of our customer success workflow. One of the biggest advantages for us has been how easily our team can collaborate and stay aligned using the platform. The interface is intuitive, the automation saves time, and the insights it delivers are incredibly valuable. Custify has empowered us to work in a much more data-driven way. We're now able to make informed decisions and set clear priorities based on real customer behavior and usage trends. This has significantly improved our ability to proactively support our customers and drive retention. The support is great and our CSM Theodora is always there to help and assist with her knowledge. Thanks Theo. Overall, Custify has not only improved our internal efficiency but also enhanced the value we provide to our clients. Highly recommended for any customer success team that wants to elevate their operations with actionable insights. **What do you dislike about Custify?** Not much to be honest, I could have some more integrations f.e with zoom. And if I could add features, it would be nice to have the option to create and handle deals (similar to Hubspot) and having a comparable mailing feature would be nice. That are the only things we would need to totally drop the other tool. **What problems is Custify solving and how is that benefiting you?** Custify enables us to make data-driven decisions and focus on what matters most. It gives us clear visibility into customer health and engagement, so our team can prioritize their time on high-value accounts. Instead of reacting, we now work proactively—allocating resources where they have the biggest impact. ### 8. Solid CS Platform with Room to Grow for Scaling Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Dianna L. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Custify?** Custify makes it easy to stay on top of the customer journey with lifecycle stages, task automation, and segmentation. It’s intuitive enough and flexible enough to build tailored playbooks for engagement, renewals, and risk mitigation etc. The ability to assign follow-ups across different customer types has helped streamline my workflows and stay proactive. **What do you dislike about Custify?** Some limitations around customization can make it hard to fully scale. I'd also love to see stronger integrations and more robust options for collaboration across teams. It's a great foundation, but more flexibility would go a long way as our customer success org matures. **What problems is Custify solving and how is that benefiting you?** Custify helps me centralize customer data, automate outreach, and stay ahead of churn risks. It’s improved how I prioritize accounts, manage workflows, and scale personalized touchpoints, saving time while boosting retention. ### 9. Easy to use Customer Success Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Custify?** The application is intuitive and can be easily used by other departments and individuals who do not primarily work in Customer Success. As example, as CMO I use Custify to generate target audiences for Newsletters. **What do you dislike about Custify?** I would love replacing our Newsletter tools with Custify but the HTML editing could be improved. **What problems is Custify solving and how is that benefiting you?** With Custify, we are able to define the target audience for our monthly mailings and reach customers more directly by focusing on topics that are relevant to them. Within the Marketing Team, this approach has helped reduce churn from our newsletters and informational mailings, allowing us to keep the communication channel open and maintain a strong connection with our customers. ### 10. "A User-Friendly Tool for Customer Success Tracking" **Rating:** 3.5/5.0 stars **Reviewed by:** Laura M. | Senior Partner Strategy Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Custify?** We started using Custify to better track our customers and their overall experience with Knack. The platform has proven to be very user-friendly and intuitive, making it easy for our team to stay aligned on customer health and engagement. While there's always room for growth, Custify has been a valuable addition to our toolkit, and I would definitely recommend it to others looking for a customer success solution. I'd give it a solid 7 out of 10. **What do you dislike about Custify?** I really don't have many cons. Would like a mobile app! **What problems is Custify solving and how is that benefiting you?** Review: We started using Custify to better track our customers and their overall experience with Knack, and it’s been a solid solution. The platform is very user-friendly and gives our team a centralized place to view each customer’s journey, activity, and relevant information all in one spot. This has helped us stay more organized and proactive in our customer success efforts. While I’d rate it a 7 out of 10, I would definitely recommend Custify to others looking for a streamlined way to manage customer relationships. ### 11. A Thoughtful, Flexible Tool That’s Growing With Us **Rating:** 5.0/5.0 stars **Reviewed by:** Page K. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Custify?** What I like most about Custify is how easy it was to implement and how it brings clarity and intentionality to our partner success efforts. It allows us to visualize the entire partner journey, segment our outreach based on where each partner is in that journey, and stay on top of key touchpoints without feeling overwhelmed. The customization options—especially around health scores, lifecycle stages, and filters—make it easy to tailor the platform to reflect our specific goals and workflows. It’s not a one-size-fits-all tool, and that’s what makes it so effective for our team.We use the platform throughout each day, and it gives us the structure we need while still allowing for the flexibility that real relationship management requires. Finally, I'm completely grateful for how responsive our CSM, Giorgiana, is to our needs. **What do you dislike about Custify?** One thing I’d love to see improved is the ability to integrate more directly with my daily workflow, especially when it comes to email. While emails sent through Gmail are logged in Custify, it would be even more helpful if I could access Custify directly from my inbox through an extension. That way, I could easily track email opens and reads in real time and have a more seamless view of engagement without needing to switch back and forth. It’s a small enhancement, but one that would make a big difference in helping us stay responsive and informed in our communication. **What problems is Custify solving and how is that benefiting you?** Custify is helping us solve the challenge of managing partner relationships in a more intentional and scalable way. Before we adopted it, we were relying on a different platform that wasn’t really designed to function as a CRM, which meant we lacked the structure and visibility we needed to stay ahead of partner needs. Custify gives us a centralized, purpose-built space to track engagement, monitor health, and plan outreach based on where each partner is in their lifecycle. It’s helped us move from a reactive approach to a more proactive one, making it easier to spot opportunities, identify risks early, and ensure no partner feels overlooked. The result is stronger relationships, better internal coordination, and more confidence in how we support each campus. ### 12. My thoughts on Custify **Rating:** 4.0/5.0 stars **Reviewed by:** Tom D. | Partner Success Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Custify?** Custify has been a strong addition to our client success toolkit. The platform stands out for its ease of use—getting started was straightforward, and the interface is intuitive even for new team members. One of the biggest advantages has been its reporting capabilities. The ability to build customized reports and surface key health indicators has helped us stay ahead of client needs and drive more strategic conversations. **What do you dislike about Custify?** A Gmail integration would be a huge win, allowing for more seamless communication tracking. This would be through the Gmail site so I don't have to jump back and forth. Additionally, push notifications (whether in-app or via mobile) would help ensure that time-sensitive tasks and alerts aren’t missed. **What problems is Custify solving and how is that benefiting you?** Custify is helping us centralize all critical information about our clients in one accessible location. It serves as a single source of truth for our team, making it easier to manage client data, track engagement, and stay aligned internally. One key benefit has been the ability to easily share files and resources with clients through the platform, which has streamlined communication and eliminated the need to track down documents across multiple tools. Overall, Custify has helped us work more efficiently and deliver a more organized, consistent experience to our partners. ### 13. Good Customer Success App **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Custify?** I really enjoy the light and fresh UI, compared to enterprise solutions from other vendors, everything is clean and well organized withoud endless searching for specific functions. **What do you dislike about Custify?** A mobile app would be great where everything is available (from an information perspective) so that on-site appointments at the customer, you can quickly access all required information. **What problems is Custify solving and how is that benefiting you?** Before we didn't have health scores and only very basic CSAT/NPS scores (basically calculated manually). Now we have all that in a single place and we could not be happier. We can now trigger notifications (either internally or to the customer) if people drop the usage of our software or if they are paying for a feature they are not using yet. ### 14. A Powerful Tool for Daily Customer Success Work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Custify?** I really like the automations that Custify provides such as segmentaton, health scores and playbooks. Based on the Customer Journey, notifications or E-Mails can be automatically triggered. Health Scores based on product usage or feature usage can be calculated and with just a few clicks you can see if your customer is healthy or not. **What do you dislike about Custify?** Implementaton of integrations such as the API requires technical knowledge and changes in your own products as example to send the events to Custify. This slows down the CSM team sometimes. **What problems is Custify solving and how is that benefiting you?** We had to guess if a customer enjoys all the areas of our product making it sometimes difficult to predict if they will stay with us or won't renew the contract. Since we have a clear picture of the customer now, we can proedict that the customer will stay or we will be in touch with the customer very early before the customer devices that he needs to renew. This helps! ### 15. Seamless Integration and Outstanding Performance with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Custify?** I like that the Custify Customer Success Plattform has been integrated in our software application within 2 weeks. The speed and performance together with the provided integrations made Custify for us a perfect match. **What do you dislike about Custify?** The alerting feature could be optimized with an mobile app instead of mails to make usage better. **What problems is Custify solving and how is that benefiting you?** We used multiple tools to track usage of our software application but couldn't combine those information with our CRM system. Since we manually needed to combine information, no one did this ever. Now we can the CRM in sync with Custify and the events also in Custify making it easy to spot accounts that drop usage, do not use our service at all and combine all information for potential upselling. ### 16. Custify is a partner that was more than happy to adapt to our business's unique needs. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Custify?** 1. Simple but effective - other platforms seemed overkill, and expensive. Custify was right in that happy medium where we could justify the spend. 2. We are not a SaaS org, which is not the typical user of a CSP. Custify understood our business and adapted to what we needed. 3. Helpful staff willing to think outside the box for our unique business. **What do you dislike about Custify?** Support is in EMEA, we are in the US. Not a huge deal, but we had to work within limited hours. **What problems is Custify solving and how is that benefiting you?** Documentaion. Before Custiy our CS Team did not have a central place to store notes, track communications define and set goals, etc. ### 17. Favorite daily tool for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Anne N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Custify?** We have a lot of tasks that are automatically created from the playbooks when something needs the attention from the Customer Success Team. We can really easy manage those tasks within Custify and help our users daily. We leaverage a lot of the features from Custify and make use of the API and integrations. **What do you dislike about Custify?** Some of the integrations require a little more technical knowledge or the use of the API as example for our data warehouse. **What problems is Custify solving and how is that benefiting you?** Our data warehouse is just a big collection of data and our team had difficulties to operate with this data. Thanks to Custify we have now an great way to work with the data and finally make use of the data. ### 18. Excellent Customer Success tool without losing the personalization that customers value **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo L. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Custify?** The comprehensive visibility provided by Health Scores regarding customer health, which allows for consideration of many service dimensions. The Custify support team is proactive and receptive to feedback. I recommend Custify for B2B SaaS looking to professionalize their CS team. **What do you dislike about Custify?** It took us some time to integrate our systems with Custify since we incorporated a lot of information, which in some cases we had to generate for the project. The Custify support team accompanied us every step of the way. **What problems is Custify solving and how is that benefiting you?** With Custify, we begin to have a comprehensive view, in one place and very easily accessible, of all the dimensions that affect our customers' experience and the health of our SaaS business. ### 19. My Go to solution for my clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Custify?** Efficiency and productivity. Very detailed. Ease of use. Support is always on point. **What do you dislike about Custify?** I don't like that they don't have reports that we can use on a monthly for each of our clients and playbooks that we are running. **What problems is Custify solving and how is that benefiting you?** We are able to track the user journey, from onboarding to the life cycle of our clients. We are able to automate playbooks and track our health score. We are able to be proactive in reaching out to our clients when we see fewer activities on their profiles. Because of Custify, we are able to reduce churn. ### 20. Effective Customer Success Tool with Time-Saving Features, but Overwhelming Settings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Custify?** Great Customer Success Tool for handling daily tasks and get the CSM team to work closer with the customer. The features like Health Scores, Segmentation and Automation help to save time. **What do you dislike about Custify?** The settings section is overall a bit overloaded with settings and difficult to use. **What problems is Custify solving and how is that benefiting you?** Having different data sources is not effective in the daily business, Custify is solving this by being the centralized data source for the CSM team, importing events and customer information from different sources. We have been able to get replace different Sheets with one solution and could automate workflows like reach out to Customer when this event happens (as example: send E-Mail to Account Owner when usage drop > 70% over the last two weeks) ### 21. Custify helps CSM teams to perform great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Custify?** Dashboards, Health Scores, and User Segmentation are excellent features that function smoothly and significantly contribute to improved performance within the Customer Success Team. **What do you dislike about Custify?** The HTML formatting in E-Mail Engine could be enhanced further to make it easier to replace other software, such as those commonly used for customer mailings. **What problems is Custify solving and how is that benefiting you?** Before we started using Custify in our processes, we had information scattered across multiple ERP systems, Excel sheets, and sometimes even in documents accessible to just one person. Now, we are able to share everything related to the customer in a single, centralized location. On top of that, features like user segmentation and playbooks that trigger when certain events occur—such as when a customer doesn't renew their subscription—have really enhanced our CSM team's performance. ### 22. Great tool for scaling Customer Success without losing the personal touch **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Custify?** Custify makes it easy to stay on top of my customer portfolio. Health Scores, Playbooks and Automations save time but will allow me to personalize outreach when it matters. I like the integration with HubSpot, which helps bringing all our customer data into one single place. **What do you dislike about Custify?** The reporting feature (like Dashboards) is powerful but it takes time to set up exactly the way how you want the reports to be. **What problems is Custify solving and how is that benefiting you?** Since we are working with large organizations we have multiple contact persons even for small things, Custify handles all the outreaches to them with personalization and everything is documented clearly. Besides that, we have one central platform that we use for all Customer Interactions (like Renewal, Reminders). Having it connected with Hubspot allows us to access the data directly in Custify and trigger automations based on the Hubspot events. ### 23. Really great for the current features that we use **Rating:** 4.0/5.0 stars **Reviewed by:** Jace K. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Custify?** The playbooks and health scores have been great. They've really helped my workload and make my own processes more efficient. I really like how granular the health scores can go, which makes this super flexible across lots of different SaaS companies. We have recently made Dashboards for all our CSMs which has made keeping accountability of our activity super easy to visualise. **What do you dislike about Custify?** Learning the UI wasn't too intuitive. It took me a bit of time to learn how to use it to suit my every day and I get confused sometimes at the icons on the menu! **What problems is Custify solving and how is that benefiting you?** In a small-ish team, it's important that we maximise capacity and the health scores have definitely done that for us. It has taken a lot of work from our side but I'm glad it's all worked out in the end. Also when rolling out a new product, the playbooks have been super helpful in taking away some of the brain capacity with the automated tasks. ### 24. The best CSP out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Custify?** I would be lost in 6 different tools without Custify - I like best it's easy of use, the way I can automate things quickly with the drag-and-drop playbooks, the easy of implementing health scores (I have many of them). I use it every day and would be lost without it! **What do you dislike about Custify?** There is nothing to dislike, if I have any question, the support team replies swiftly and is very helpful as well. 10 of 10 stars for the team and the product. **What problems is Custify solving and how is that benefiting you?** I have a detailed health score that we have configured, which takes mostly product adoption / feature usage into account, but besides this, also support tickets, sentiment, and personal feedback (they call this "CSM rating"). Attached to this there are playbooks which means I'm always getting an alert if any of the critical health scores fall under a threshold or fall overall too quickly. Means I do not have to browse my portfolio every day and I'm always on top. ### 25. My thoughts on Custify and their CSP **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Custify?** It has a very intuitive UI, it was very easy for me to implement all my playbooks, the support and CS team is outstanding. I use it almost every day and I'm not the only one in my team doing so. **What do you dislike about Custify?** We have implemented Custify more than one year ago and despite it took us a bit longer (which was because of our slightly more complex data structure), there is nothing we particularly don't like. It was very easy to integrate. **What problems is Custify solving and how is that benefiting you?** We are a larger team, and each CSM has a dedicated portfolio of customers. While some of them are white glove and very high touch customers that we typically are in touch with at least once a week, some others are more tech touch. For the high touch customers, we use the task management and note taking with AI support, which saves a lot of time. For the more tech touch oriented customers, we have set up plenty of Playbooks that keep a personal touch with them, however, fully automated - a massive time saver! So in short, we solve the problem of managing a diverse set of customers with Custify. ### 26. Reduced Churn and Faster Responses with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Custify?** Since we started using Custify's Customer Success Software, we've managed to lower our churn rate and respond more promptly to potential customer issues. **What do you dislike about Custify?** Although the support is excellent, I feel that the self-help resources, particularly the knowledge base, could use some improvement. **What problems is Custify solving and how is that benefiting you?** When you have customers in a SaaS business, you inevitably accumulate a large amount of unstructured data that needs to be organized in order to be useful. We chose to address this challenge with Custify, and as a result, we now have well-organized customer data that we can actually put to use to fight churn. ### 27. Competitive solution for customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Misha H. | Senior Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Custify?** It just works, and provides a ton of value for its price point. Integrates well with HubSpot and it was seamless to leverage their APIs for internal integrations as well. Further the documentation and design of their API endpoints was high-quality and made sense. **What do you dislike about Custify?** From my interaction with the product there wasn't anything which stuck out as negative. For any questions or comments we had support was quick to address and rectify if applicable. **What problems is Custify solving and how is that benefiting you?** Custify serves as the hub for our partner/customer success strategy and execution. It centralizes and collects interactions with partners as well as metrics on partner success in our product offering. This benefits us by giving greater awareness of our business relationships and how we can better serve our partners. ### 28. Awesome CSM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Katrin K. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Custify?** As Customer Success Manager I really like the intuitive user interface, it shows me all Customer data I need for my daily work and I can see a fully history of the Customer as well as all communication from the past. **What do you dislike about Custify?** The reporting function (Dashboards) could be a bit more predefined, I am using them as reporting tool for my Managers. **What problems is Custify solving and how is that benefiting you?** When I started as Customer Success Manager we didn't have a centralized platform where all our data is and we had some Excel sheets in our Team with the most important things todo. Some have been done twice, some haven't been done at all. Since we have Custify all have clear responsibilities and nothing gets lost. ### 29. Custify is a Game-Changer for Proactive Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Custify?** Custify has changed how our CS-Team operates. The most helpful feature is the Customer Health Scores. Being able to define custom metrics to see each customer health together with interactions (such as Tickets) is really valuable. **What do you dislike about Custify?** We sometimes would be happy with more advanced customization options for E-Mail teamples and better multi-contact selection. **What problems is Custify solving and how is that benefiting you?** Before we had Custify we had a patchwork of spreadsheets, unsorted data where we really struggled with. Now we have a great Customer View, Proactive Churn Prevention and great and efficient workflows. As key-result we've improved customer retention rates and we have a clearer path to identify upsell and cross-sell opportunities. The team is more efficient and driving customer success more effective. ### 30. Custify is an application that is easy to use and learn **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea C. | PM de Proyectos, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Custify?** Custify is an application that is easy to use, learn, and has many features that help make daily tasks in administration, sales, implementation, and support manageable. **What do you dislike about Custify?** What I like the least is the notes section for each client because accessing it is complicated. **What problems is Custify solving and how is that benefiting you?** They help us resolve support issues with metrics and data. ### 31. Absolutely Thrilled with Custify – A Game Changer for Our Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Custify?** Custify excels at bringing all our customer data together from our various sources (CRM, Ticketing System, Product Usage) into one unified view. No more jumping between different tools and spreadsheets, providing a great understanding of each customer. **What do you dislike about Custify?** The reporting is great and provides valuable insights. Some of them could be more flexible out of the box or pre-generated in order to save time. **What problems is Custify solving and how is that benefiting you?** Since ever we are collecting data from our application that has been collected in different systems such as our ticketing system used in support or our CRM system. Besides those information we've had a limited event collection in a different app. We haven't been able to combine all the data, Custify provides a unique source of all customer related data making it easy to work with the data or automate the data usage such as Health Scores, Renewal reminders, Customer Mailings. This changed the whole way we are working in Customer Success and saves hours of work. ### 32. Great plattform for the entire Customer Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa Maria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Custify?** From Onboarding a new Customer, to renewal and advocacy it lets you identify issues the Customer has and opportunities for improvement. **What do you dislike about Custify?** In the Insights section it could have a few more recommendations of charts / data display. **What problems is Custify solving and how is that benefiting you?** We use it for Cross-function collaboration, by having all data in Custify we have all Customer data and Communications in one centralized platform. Our Customers receive now a seamless customer expierence no matter with what team they connect with or if it is just a renewal. ### 33. Essential for me and my team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2025 **What do you like best about Custify?** Working with the Custify team has been amazing. The setup process was simple, the tool is very user-friendly, and the pricing is a great deal for all the features it offers. Our Customer Success Team has really benefited from using the platform over the past year! **What do you dislike about Custify?** Nothing much I could come up with to be honest, the platform has been great, so has the team that supported us **What problems is Custify solving and how is that benefiting you?** Custify has boosted our team's productivity by bringing all our information into one platform (we have many tools like our CRM, the support ticketing system, our billing system, product usage, our Emails and meetings with customers, and more). The dashboards and playbooks make us more efficient, and being able to email clients directly from the platform is a big advantage compared to other platforms we initially considered. ### 34. Custify is a great Customer Success Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nathalie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Custify?** As a company with a large customer platform we are working through our implementation. We had a great experience with their helpful and responsive CSM team. We've integrated our data warehouse and 3rd party integrations. The recent updates from Custify are really great. **What do you dislike about Custify?** As I'm working on the integratons, the data warehouse sync is done one by one that could be improved in order to be faster. **What problems is Custify solving and how is that benefiting you?** Custify gives us strong insights in the customer base and allows to scale Customer Success. ### 35. Great Software not only for CSM Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2025 **What do you like best about Custify?** As a Account Manager I'm not only dealing with Customer Success but also managing our Customers. For me Custify gives valuable insights for my daily work and a great entry point for each customer interaction. With just a few clicks I have all information available making my job much more easy. **What do you dislike about Custify?** Downloading an account summary as PDF print out with just a few clicks would sometimes be helpful when I talk in person with clients. **What problems is Custify solving and how is that benefiting you?** In the past I didn't know too much about our clients such as what features they are using from us, how many times they use our software. When talking to them I had to guess what exactly they are doing. Thanks to our Custify implementation I have all information now available in a central space and get everything just with a few clicks. This makes it much easier when reaching out to customers. ### 36. Essential tool for our Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Custify?** I use it nearly every day to manage my customer portfolio. I like the UI, it's easy to use. Despite the platform being already set up when I started, it was extremely easy for me to get onboarded, it took me only a few hours. I like how easy to use everything is, the outstanding support from the team and the flexibility to customize it to my needs. **What do you dislike about Custify?** I can't think of anything that is particularly annoying, it's a solid tool **What problems is Custify solving and how is that benefiting you?** I manage all my to-dos for my customer portfolio in Custify. It helps me to plan my days, have proper follow ups with my customers, understand the health status of each one of them. I also automated quite a few things in Playbooks, which otherwise would take me hours of manual work every month. ### 37. Custify really improves CSM processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Custify?** Custify helps you and your team to get out of the bubble and think a little bit out of the box to improve your CSM processes **What do you dislike about Custify?** Sometimes there are so many new things that you needs to keep learning and improving yourself. Sometimes and for some of us this is a challenge. **What problems is Custify solving and how is that benefiting you?** We improved the way of how we interact with our customers (now it is more targeted) while before it has been just drop a message or information to all customers. The feedback from the customers is great like if we inform them about a feature that they didn't use before they are happy, while we don't disturb the customers that are using the feature already. ### 38. Makes our life so much easier every day **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Custify?** The interface is lean, clean, and easy to use. I was part of another CSP implementation before, and it was so much smoother with Custify. So in short, I'd say: easy to use, powerful under the hood, and fast to setup / implement. The support is also outstanding. **What do you dislike about Custify?** I have nothing bad to say about it, me and the team really like it. **What problems is Custify solving and how is that benefiting you?** We use it every day to get an overview about our customer base as a whole and each CSMs portfolio. We track health of our customers, have the onboarding journey mapped out as well as automations in the background (they call those "playbooks"). The problems we had before was that we have several systems that host data about customers, which took a long time to get a proper overview about customers, aside from the fact that we had to do the health scoring manually. ### 39. Great Customer Success Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2025 **What do you like best about Custify?** With Custify we found a great SaaS solution for our Customer Success Team enabling them to spend time with the Customers instead of finding and re-organizing data. Our Customer Success Team can now see which Customers require more attention (as example if they have a really low product usage or not using some functions at all) and which Customers are making use of our applications and are happy. Whenever we have needed help their Team was available within Slack and helped us out. **What do you dislike about Custify?** Sometimes I would wish that the user interface is a bit more intuitive but that might be my personal opinion. **What problems is Custify solving and how is that benefiting you?** We now have a great picture of our clients and the features that they are using within our software. We can upsell in the right moment and we can reduce churn by scheduling calls with our clients and explain them functions that they are not using at all (as example they didn’t know or didn’t understand). ### 40. Game Changing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Nate F. | Partner Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Custify?** The UI is simplistic and easy to learn. The implementation process was simple and our contact at Custify made the process simple. They also really listened to the feedback that was shared around improvements to the platform **What do you dislike about Custify?** There is nothing that I dislike about Custify at this moment **What problems is Custify solving and how is that benefiting you?** We were looking to have a all in one platform where we could track emails, conversations, meeting notes, and have an easy way to share it out with our clients. This software came up in our review of different companies and we went with it. It has allowed us to do all of these things and streamline our customer success process ### 41. Really useful - the wider team have been great. Andreea is extremely helpful in helping troubleshoot **Rating:** 4.5/5.0 stars **Reviewed by:** Jack O. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Custify?** The support team. The health scores. Automation of processes and oversight. Also the slack channel. **What do you dislike about Custify?** There are things with any software that could use improvement, but all in all my experience has been extremely positive with Custify. **What problems is Custify solving and how is that benefiting you?** Automation of emailing clients, highlighting at risk clients and giving oversight in general. Easy to use - countless integrations. The webinars are extremely useful. The emojis are a nice plus too and add to the overall aesthetic of the platform ### 42. Game-Changer for Our Partner Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** William K. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Custify?** The entire Custify team has been incredible to work with, the implementation process was very straightforward, the tool is easy to use, and the price point is very competitive for the feature set. Our Partner Success Team has gotten a ton of value from the platform over the past year! **What do you dislike about Custify?** Some areas for improvement include further automation, further customization, and more mobile-friendly access. **What problems is Custify solving and how is that benefiting you?** Custify has improved our team's productivity by centralizing information in a single platform. Our use of dashboards and playbooks help to improve our effectiveness, and being able to email clients directly from the platform is a huge win! ### 43. Easy to use CSP for daily use **Rating:** 5.0/5.0 stars **Reviewed by:** Kirill S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Custify?** Custify offers a great way to oversee the Customer Health (product engagement, product usage, renewals, upsell opportunities) and allows you to easily interact with Customers by using Playbooks as example. You can track customer data and CSM data with different dashboards allowing a easy visualization. **What do you dislike about Custify?** Sometimes you need a bit more technical knowledge for using the API or the support of the technical team. **What problems is Custify solving and how is that benefiting you?** In the past we didn’t have a centralized platform and we needed to collect the data ourselves from different systems. Now we have one single place where we can access all the data. This allows us to spent more time with the customers instead of collecting data. ### 44. A game-changing app for Customer Success – incredibly useful and effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Mariano C. | Customer Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2025 **What do you like best about Custify?** What I like most about Custify is its ability to integrate information from different sources, cross-reference it, and generate health scores that allow us to continuously monitor the health of our customers. **What do you dislike about Custify?** Not much, though I would appreciate a bit more flexibility when building dashboards, as the available chart options are somewhat limited. **What problems is Custify solving and how is that benefiting you?** Monitoring our clients through data from multiple platforms not only enhances visibility but also delivers added value to our sales team by uncovering upselling opportunities. ### 45. Straightforward Customer Success Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Custify?** The software is simple to use for most of the daily things we're doing in our Customer Success Team. The applicaton is super fast and we had a single down time so far. From getting access to the software until the first results it is going really fast. **What do you dislike about Custify?** The calendar/task sync between Gmail and Custify could be improved. Especially I would love if I could see all of my Custify tasks also in Gmail. **What problems is Custify solving and how is that benefiting you?** In the past I had a sheet on which I noted the Customers I should get in touch with and the purpose of it. Now I have everything available in a nice view and can even automate it or segment it by Customers that I should really get in touch with. Some of our health scores allow even churn predictions with boosted our revenue. ### 46. Custify helps build a solid CS foundation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Custify?** Quick access to real time insights on usage of our platform **What do you dislike about Custify?** I found that there's a certain learning curve to it, probably because of the way it has been set with our platform. **What problems is Custify solving and how is that benefiting you?** Keeping track of our user's engagement was difficult before Custify, now we have data on usage and it's easy to keep track of users during their lifecycle. ### 47. Best tool for CSM teams **Rating:** 5.0/5.0 stars **Reviewed by:** Tala F. | Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Custify?** We love the easy usability of Custify and the ease of implementation that is supported by their great team. We connected several other tools and our data warehouse that makes it easy to spot the right actions to take. Especially we like the visualizations in the dashboard and having a centralized platform instead of several sheets. **What do you dislike about Custify?** Some integrations require a bit more technical understanding or time from our development department such as the API but it is doable. **What problems is Custify solving and how is that benefiting you?** We have now a centralized platform where we have all our information in a single place. The information is provided via the API (data warehouse) and some other integrations. ### 48. Solid CS Platform for Growing Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Martin C. | Product Owner SAP B1, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Custify?** It's good to have the information centralized from different data sources to have more information at hand and not so segmented. From there, make decisions. **What do you dislike about Custify?** Some limitations around customization can hinder full scalability, but it's a matter of getting creative. **What problems is Custify solving and how is that benefiting you?** We have had some inquiries with support regarding data integrations and metric calculations, but we have been resolving them. ### 49. Essential for our Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Custify?** As a CSM, I have my customer portfolio health always visible. I'm using it daily for QBR meetings (both preparation and follow ups). Also, I'm collaborating via the portal with my key accounts, especially during their onboarding. The tool saves me several hours a day, as otherwise I would not have any overview about the health of my customers **What do you dislike about Custify?** Since I started using it a few months ago, I have not come across any major issues. Small things have all been solved very quickly by the outstanding support team (kudos!). **What problems is Custify solving and how is that benefiting you?** I manage my entire portfolio of customers, running QBR meetings, use several automations for proactive follow ups and check-ins with my customers. The health tracking, which is connected to our product and therefore represents how well the product is adopted is also a key functionality. ### 50. Simply the Best Customer Success Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Custify?** The intuitive user interface makes it easy to get started with Custify. They don't hide the main functions behind nested menus. Their team provides super support and integration help combined with state-of-the-art Customer Success insights. **What do you dislike about Custify?** For me the sync of the calendar could be a little bit improved to manage meetings more properly. **What problems is Custify solving and how is that benefiting you?** While we had different systems we've used for Customer Success we have now a centralized platform we are using for Customer Success. In the past we had our events in our local data warehouse and subscriptions in our CRM/ERP software. We didn't have metrics, health scores or the possibility of having playbooks since we couldn't combine the data. Now everything is working and we get a better overview of Customers. We've be able to reduce churn significantly. ## Custify Discussions - [What support do you offer?](https://www.g2.com/discussions/what-support-do-you-offer-f6ff3699-53c6-47be-8741-ad0d57ce8290) - 1 comment, 1 upvote - [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 - [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 - [How do we get started?](https://www.g2.com/discussions/how-do-we-get-started) - 1 comment, 1 upvote - [Where is my data stored?](https://www.g2.com/discussions/where-is-my-data-stored) - 1 comment, 1 upvote - [View Custify pricing details and edition comparison](https://www.g2.com/products/custify/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+04%3A03%3A27+-0500&secure%5Bsession_id%5D=d6bb86d0-27e8-4a76-89e4-52122649504d&secure%5Btoken%5D=650bf0901affbe739e0b8f584cfe55a3874494ccdcef33bcd0669d645b76850b&format=llm_user) ## Custify Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [interCOMM](https://www.g2.com/products/intercomm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Custify Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Mapping** - Multiple Org Charts - Stakeholder Roles **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Custify Alternatives - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,586 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (915 reviews)