--- title: Custify Reviews meta\_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 527 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: 527 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Custify Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Custify but has limited features. Are you part of the Custify team? [Upgrade your plan](https://my.g2.com/custify/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Custify](https://www.g2.com/sellers/custify) Discussions [Custify Community](https://www.g2.com/products/custify/discuss) Languages Supported English Solution Type All-in-One Overview by Philipp Wolf (Founder at Custify 🏅Customer Success 🏅 ) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 9 months [ View More Pricing Information ](https://www.g2.com/products/custify/pricing) ## Top-Rated Alternatives [ ![Totango](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,609) ](https://www.g2.com/products/churnzero/reviews) [ ![Planhat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ View All Alternatives ](https://www.g2.com/products/custify/competitors/alternatives) ## User Insights Average based on 527 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Custify Integrations (13) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Chargebee ](https://www.g2.com/products/chargebee/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Fin ](https://www.g2.com/products/fin/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") interCOMM ](https://www.g2.com/products/intercomm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jira ](https://www.g2.com/products/jira/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pendo ](https://www.g2.com/products/pendo-io-pendo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Agentforce ](https://www.g2.com/products/salesforce-agentforce/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ServiceNow IT Service Management ](https://www.g2.com/products/servicenow-it-service-management/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zendesk for Customer Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 7/13/2023 "Good for basic use cases but not customizable enough" 2.5/5 What do you like best about Custify? The ability to automate NPS and CSAT surveys as well as creating lifecycles and playbooks to better automate and track processes and client progress. This allows us to scale the work that we are doing. Review collected by and hosted on G2.com. What do you dislike about Custify? Custify has a lot of restrictions in terms of customizing it for your use case. The information panel for organizations is not logically organized. I also dislike that emails are sent from custify email addresses. Review collected by and hosted on G2.com. What problems is Custify solving and how is that benefiting you? Custify has allowed us not to use spreadsheets to manage our contact list and helps us scale processes. This is vital for a small team like ours. It also helps us to score and keep an eye on client progress. Review collected by and hosted on G2.com. Show More 11/15/2023 Current UserValidated ReviewerSource: Organic ![Kathryn S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathryn S.") KS Kathryn S. Customer Success Operations Small-Business (50 or fewer emp.) 7/13/2023 "New User Experience" 2.5/5 What do you like best about Custify? I like that it is nested with different levels, as well as the health score aspects. I like that you can manually enter data, and how it tracks communication Review collected by and hosted on G2.com. What do you dislike about Custify? The fact that it doesn't update instantly is frustrating. Additionally some manual information changes and I do not know why. Review collected by and hosted on G2.com. What problems is Custify solving and how is that benefiting you? Solves having lots of data and info in one spot, especially with communication aspects. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 3/27/2023 "A young platform with the right focus (Customer Success perspective) and a bright future ahead." 3/5 What do you like best about Custify? -Its focus on the Customer Success point of view. -Its continuous improvements by listening to the users. -Its simplicity by allowing only certain settings/possibilities (in contrast to other platforms that can easily get too complex). Review collected by and hosted on G2.com. What do you dislike about Custify? -Its dashboards & analytics capabilities (it is focused on being an "operational" tool, but lacks capabilities on tracking/analyzing the data). -The communication / interaction within the platform (comments on notes get easily overseen / forgotten). - The lack of documentation in specific areas: With multiple "settings" there is no documentation of "what the checkbox or component actually does". E.g. components within the "Playbooks" module. -The communication (external) module, because it lacks features like "reply" or "forward to". Which basically limit it to a "send outreach Emails" platform only. Review collected by and hosted on G2.com. What problems is Custify solving and how is that benefiting you? -Having an overview of where the customer is located "live" in its customer journey. -\> Before, we had a hard time understanding who was where. -Being the one-source of information for individual customer data. -\> Before, there was information all over the place. -Having a collaboration platform for our complete CSM department. -\> Joining multiple co-workers under a single infrastructure and helping them standardize their processes (with templates of notes, tasks, and emails). -Automatizing cumbersome tasks -\> Sending "outreach" emails, logging when a meeting took place, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Collin S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Collin S.") CS Collin S. Small-Business (50 or fewer emp.) 7/7/2023 "Custify experience has been ok" 3/5 What do you like best about Custify? Easily search for current customers and find live web pages Review collected by and hosted on G2.com. What do you dislike about Custify? a bit clunky and it is separate from our CRM Review collected by and hosted on G2.com. What problems is Custify solving and how is that benefiting you? I work in sales, so we use it to find current customers by state, parent company, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 6/12/2023 "Good all-in-one platform for Customer Success" 3/5 What do you like best about Custify? A good platform to augment data from various other software. Great customer support from their end. Review collected by and hosted on G2.com. What do you dislike about Custify? Not a very intuitive UX overall. Tasks/Lifecycles as well as dashboards and reports can be cumbersome to use. Review collected by and hosted on G2.com. What problems is Custify solving and how is that benefiting you? Being able to have all customer related data from various places into one platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Custify? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Custify ](https://www.g2.com/products/custify/discussions/new) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity almost 5 years ago What support do you offer? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-support-do-you-offer-f6ff3699-53c6-47be-8741-ad0d57ce8290) GU Guest User What is Custify used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-custify-used-for) [ View all Discussions ](https://www.g2.com/products/custify/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 9 months ### Average Discount 7% [ View More Pricing Information ](https://www.g2.com/products/custify/pricing) Custify Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,609) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-custify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_790950c0481589ae75e66baa5b31a905/vitally.png "Product Avatar Image") Vitally 4.5/5(705) [ Compare Now ](https://www.g2.com/compare/custify-vs-vitally) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0b0117a1ce9cc6af3498adeee8b367f5/planhat.jpg "Product Avatar Image") Planhat 4.5/5(954) [ Compare Now ](https://www.g2.com/compare/custify-vs-planhat) ##### ##### Custify Features Customer Information Customer Health Scores Customer Monitoring Customer Profiles Predictions Custom Triggers Platform Reporting & Dashboards Third-Party Integrations Workflow Capability [ View More Features ](https://www.g2.com/products/custify/features) ##### Categories on G2 [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)[Experience Management](https://www.g2.com/categories/experience-management)[Product Analytics](https://www.g2.com/categories/product-analytics)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Digital Adoption Platform](https://www.g2.com/categories/digital-adoption-platform)[Customer Success](https://www.g2.com/categories/customer-success)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What statistical analysis techniques and tools are most useful for a business intelligence or research team that needs to go beyond basic pivot tables?](https://www.g2.com/discussions/what-statistical-analysis-techniques-and-tools-are-most-useful-for-a-business-intelligence-or-research-team-that-needs-to-go-beyond-basic-pivot-tables)[What is the easiest 3D rendering software to learn for a beginner who wants to create product mockups without going through a long learning curve?](https://www.g2.com/discussions/what-is-the-easiest-3d-rendering-software-to-learn-for-a-beginner-who-wants-to-create-product-mockups-without-going-through-a-long-learning-curve)[What local listing management system offers real-time update tracking?](https://www.g2.com/discussions/what-local-listing-management-system-offers-real-time-update-tracking) [What is the leading social media manager app for companies?](https://www.g2.com/discussions/what-is-the-leading-social-media-manager-app-for-companies)[Which batch management tool gives the easiest traceability from raw materials to finished goods for food production teams?](https://www.g2.com/discussions/which-batch-management-tool-gives-the-easiest-traceability-from-raw-materials-to-finished-goods-for-food-production-teams)[Pros and Cons Details](https://www.g2.com/products/custify/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)