Custify Reviews & Product Details

I really like the playbook feature in Custify. It's great for creating custom segments and adding calculated metrics, which help us manage custom flows effectively. This makes managing customers super easy and efficient, especially when dealing with large volumes. The automation in customer communication is invaluable for us. I also appreciate how it aids in churn retention by prompting us to address potential churn before it escalates. Review collected by and hosted on G2.com.

I find the reporting to be problematic. We're unable to get the reports exactly how we need them. Most of the time, any support we get is paid and doesn't really help us. We're kind of stuck if they can't help, and so we don't use the reporting feature on Custify because we don't get the kind of reports we need. Review collected by and hosted on G2.com.

We love the customer portal. One of our main problems is our onboarding process, which for some customers can take a while and takes effort from their side, with several steps involved. We use Custify’s customer portal to create an interface between us as CS team and our key accounts. We change the content depending on where the customer is in their journey, but the main benefits are during the onboarding really. Review collected by and hosted on G2.com.

We used to have some issues with templating but those have been fixed within a few days by the team (thanks for the fast help here, by the way), nothing else comes to mind. Review collected by and hosted on G2.com.

The new AI agents are gold. Honestly, you can try to build things yourself with the well known AI tools out there, but in the end it's going to be more expensive, less intuitive, and with more errors than you think. I low how Custify has integrated AI into their product, I can see they really run a lot of interviews with Customer Success Managers and know what the actual day looks like, and understand their pain points. Review collected by and hosted on G2.com.

The reports are a bit hard to get used to in the first place, but I am not a very experienced report-builder to be honest. I got it all done in the end with the help of their team. Review collected by and hosted on G2.com.

I love the way the platform integrates into our existing tool stack, finally I have no longer to login into 10 different places to get an overview about a customer.

We looked into several Customer Success Platforms before we decided for Custify, one of the main reasons was also the UI of the product. We like something clean, lean, and compared to many other solutions we looked at, Custify was the cleanest and leanest, not feeling like bloatware at all.

What we did not know back then but do now is also that the onboarding process was very structured, easy to follow, so we could start within a couple of days to define all our processes. Review collected by and hosted on G2.com.

We used to miss the integration with our Meeting Recorder, but the team recently added this, so there is nothing really to dislike at the moment. Review collected by and hosted on G2.com.

Personally, I love that I have everything about my customers in one page, they call it 'Customer 360', which is indded the best way to describe it. I used to have 5 different systems I had to login and get information from: support tickets, revenue data, usage metrics, Sales notes, meeting minutes, and even contract data, that was very tiring. Now everything is there and I am no longer losing time. Review collected by and hosted on G2.com.

I have created complex playbooks that could be hard to see on one page in the end, which was a bit of a problem. However, after reporting this to the Custify team, they have now implemented a preview-functionality (which is a bit of a tiny version of the entire playbooks), so this problem is gone, which is awesome. Review collected by and hosted on G2.com.

We were looking for a tool that can be set up quickly and has a clean user interface, without much clutter. We looked at several Customer Success Tools and decided for Custify due to its clean and easy to understand UI, all integrations we needed, and price / affordability. What me and my team like the best is the fact that it took us very little time to accommodate our processes, the team behind Custify who were super helpful, and the new AI functionalities with several AI agents that actually make sense and don’t just sound cool. Review collected by and hosted on G2.com.

We have nothing to complain so far - overall we are happy. Review collected by and hosted on G2.com.

I have been using several Customer Success Solutions in the past and can say with confidence that the experience I have with Custify is the best so far. We got onboarded quickly, with the help of a very competent team, as connecting all our systems was something we were a bit afraid before the start. Personally, I like the clean 360 view of my customers the most, as all data comes together here and I do not have to search anymore, which was very time consuming. Review collected by and hosted on G2.com.

Initially, I was missing a kanban view, however, with the latest release that was added, so all good now. Review collected by and hosted on G2.com.

We are a mid sized Customer Success Team and we were looking for a Customer Success Software. During that process, me and my team have looked at several solutions, but Custify's Customer Success Platform stood out already during our decision making process. Their sales team was very knowledgeable, and could show us how we can accommodate our CS process (which is a little bit different than the stand processes you would expect). We did not regret our decision to go with Custify, as also their onboarding support was best in class, we could get everything set up in less than a month.

Since then we have made significant improvements to our productivity - I can say that I like best the ease of use of Custify, the powerful calculated metrics that we use to a bit extent, and their team behind the software. Their recent AI based functionalities are worth mentioning as well as something me and my team loves. Review collected by and hosted on G2.com.

Nothing to be honest, we are very happy with Custify. Review collected by and hosted on G2.com.

I think one of the best things about Custify is that it's helped us to move away from being a team that was heavily influenced by individual account behavior. The best part has probably been around visibility. We can see account health, customer engagement, renewal exposure, and even team activity in one place, which is great. Review collected by and hosted on G2.com.

The area where I wish for more depth is in the reporting section. The built-in reporting is ok for the operational aspects, and for the more in-depth management views, we still have to do a bit of work outside of Custify. Review collected by and hosted on G2.com.

What I think I like the most about Custify is that I get a single working view of the account. So, I don't have to stitch information from the CRM, from support requests, from product informaton, from Slack messages. What I'm hoping that Custify will give me is a better understanding of adoption, risk, and how I can intervene. Review collected by and hosted on G2.com.

The initial implementaton was heavier than I expected. Not bad, just not light. You need clean data and a good idea of what you want out of it, otherwise you'll spend time reworking things later. I would say the product is easy to use once it is set up, but getting to that point takes a bit of planning. Review collected by and hosted on G2.com.