--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 523 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: 523 scale: '5' date_modified: '2026-08-04' 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:** 523 ## 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 appreciate the **ease of use** of Custify, facilitating efficient tracking and analysis of customer health. (121 reviews) - Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively. (82 reviews) - Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively. (54 reviews) - Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies. (48 reviews) - Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs. (48 reviews) - Users value the **centralized customer information** in Custify, enhancing insights and fostering better engagement with clients. (41 reviews) - Customer Engagement (40 reviews) - Users appreciate the **customization features** of Custify, enabling tailored customer management and efficient workflows. (40 reviews) - Easy Setup (40 reviews) - Customer Success (36 reviews) **What users dislike:** - Users highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation. (29 reviews) - Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features. (20 reviews) - Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify. (20 reviews) - Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use. (17 reviews) - Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management. (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) - Users find Custify's **limited features** frustrating, lacking essential options and requiring tedious setup for minimal results. (11 reviews) ## Custify Reviews ### 1. Great visibility and customer health tracking in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Custify?** What I like best about Custify is how agile and responsive the team is. From the beginning, they’ve been genuinely open to feedback and have worked closely with us on feature requests — it’s been really rewarding to see those ideas actually make it into the product. The new AI features are already proving useful, and overall we’ve found the platform easy to work with. As a small team, it’s a great fit for us because it scales well and can grow alongside our needs. **What do you dislike about Custify?** There are a few smaller, “niggly” areas where we’d benefit from more flexibility or customisation. In some cases, we need a slightly different way of working compared to how a fixed feature is designed, and it hasn’t always been possible to adapt those parts yet. **What problems is Custify solving and how is that benefiting you?** Custify solves the challenge of having a clear, unified view of our customers. It gives us a true 360° perspective, improves internal visibility, and allows us to track key metrics alongside account and success planning. Having everything in one place means we can monitor customer health holistically and make more informed, proactive decisions. ### 2. Go-to tool for Customer Sucess Management **Rating:** 4.0/5.0 stars **Reviewed by:** Simeon M. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Custify?** I appreciate the wide variety of articles, best practices, and e-books available, which have helped me get started with the platform and use it to define and achieve our own success. Additionally, I value the onboarding process with our dedicated CSM at Custify, as communication and follow-up have been smooth and enjoyable. Custify has become an essential part of my daily toolkit and is very easy to use. **What do you dislike about Custify?** In my experience, there are a few usability issues that could be addressed to enhance the overall use of the platform. For example, when I try to add bullet points, it sometimes causes entire paragraphs to shift unexpectedly. I also find it inconvenient that notes taken during meetings do not appear under the general notes section, and I wish there were options to personalize these preferences. Additionally, I am disappointed that notes, meetings, or health pulses cannot be linked to a specific contact person. Being able to do so would make it much easier to track and understand the activities related to each individual. **What problems is Custify solving and how is that benefiting you?** Having a single platform that combines client data into a 360∘ view that helps keeping clients satisfied. ### 3. Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2026 **What do you like best about Custify?** Custify gives us a clear, centralised view of customer health, engagement, renewals, and usage data in one place. The customisable health scoring model is especially powerful because we can align it directly to the metrics that drive retention and expansion in our business. The dashboards are clean and actionable, and the playbooks help standardise how our team manages accounts. It is intuitive to use, easy for CSMs to adopt, and integrates well with our existing CRM and product data. **What do you dislike about Custify?** Some of the more advanced reporting requires configuration to fully unlock value, and the AI driven insights are still evolving compared to some larger enterprise platforms. While integrations are strong, complex data environments may require upfront planning. Overall these are manageable trade offs, but worth noting. Automation and AI are present but lacking for the needs of our sales team (we need automatic reporting of all the relevant dashboards / reviews - currently using Excel). **What problems is Custify solving and how is that benefiting you?** Custify helps us move from reactive account management to a proactive, data driven Customer Success model. We can identify churn risk earlier, prioritise high value accounts more effectively, and spot expansion opportunities based on real usage data. It has improved forecasting, internal visibility, and accountability across the team. Ultimately, it supports stronger retention and more structured revenue growth. ### 4. Centralizes Customer Data, Needs UI Revamp **Rating:** 4.0/5.0 stars **Reviewed by:** Fiona P. **Reviewed Date:** December 11, 2025 **What do you like best about Custify?** I use Custify as a customer success manager to keep track of all our accounts. I love the amount of data I can sync to it, which gives me the ability to segment my customers in more detail and get notifications or playbooks to run accordingly. It helps me avoid going to other tools to search for information, allowing me to segment and categorize clients based on those data points. Custify really brings all the information about a customer into one place. I find it very useful for managing my tasks and staying on top of account risks. **What do you dislike about Custify?** I think the UI is outdated, and the list view of accounts doesn't provide enough customizations. For the UI, I think they should simplify creating dashboards, make it easier to navigate their help center, and provide more customization like the list view of accounts. I wish I could add from a list new properties/attributes, combine lists together, allow the list to be dynamic or static. There was a lot of work to get the data into Custify. **What problems is Custify solving and how is that benefiting you?** I use Custify to centralize customer information, track accounts, and manage tasks. It helps me avoid using multiple tools by syncing data, allowing detailed customer segmentation and providing account risk notifications. ### 5. Outstanding Customer Success Tool for SaaS and Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about Custify?** Custify is one of the leading Customer Success tools for SaaS companies, and it also pays attention to the needs and requests of smaller businesses. They helped us with integration of Custify event collection in our frontend by providing code examples that speeded everything up. **What do you dislike about Custify?** In my experience, some workflows could be more intuitive and straightforward to help achieve results more quickly. Although the UI/UX is well-designed, it leans toward minimalism, which sometimes causes certain features to be hidden. **What problems is Custify solving and how is that benefiting you?** Our organization has some unique requirements, and we needed a way to monitor how our application is being used, particularly which features are most popular among our users. By integrating Custify and connecting it with our GSuite emails, we've gained valuable insights into user behavior. This integration not only helps us understand what actions people are taking within our software, but also highlights opportunities for potential upselling, such as offering additional services or tools to our customers. ### 6. Revolutionize Customer Management with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2026 **What do you like best about Custify?** I like that Custify allows key points to be centralized in one place, which helps to efficiently check monthly performance. Additionally, I found that the initial setup was user-friendly, which made it easier to start using the software. **What do you dislike about Custify?** For now, no comments. **What problems is Custify solving and how is that benefiting you?** I use Custify to streamline decision-making. It allows me to centralize key points in one place and check monthly performance. ### 7. Powerful Client Management, But Steep Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Thi F. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Custify?** Custify supports what we need as a growing company to manage all of our clients despite out unique account structure. **What do you dislike about Custify?** The learning curve is steep since we need to create every segments, calculated metrics, healthscores, etc. It would be good to have capabilities to suggest or create best practice templates so users can follow easier. Another thing is: it would be ideal to track email reply rate for playbook and people's level healthscores to accommodate different structures. **What problems is Custify solving and how is that benefiting you?** Custify gives me a full picture of my clients across segments and allow me to set up signal-based segments and playbooks to intervene during critical threshold throughout the customer journey. ### 8. Excellent Tool Once Set Up **Rating:** 4.0/5.0 stars **Reviewed by:** Fili T. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Custify?** It can give you quick and comprehensive insights into your customers before jumping into a meeting or when reporting. It provides integrations with other tools! **What do you dislike about Custify?** Initially, it is a lot of work to set up, and it can be hard to imagine the use case for the business. The UI could be better in some cases **What problems is Custify solving and how is that benefiting you?** A consolidated view of all information about my customers ### 9. Custify Centralizes Our Data and Scales Client Service with Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Zak B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Custify?** Custify houses so much of our company data from multiple platforms, it tracks and shows us their platform usage and has some amazing automation tools such a Playbooks to deliver quality service to clients at scale. Whenever we have an problem to explore, their support team is always fast and getting back with solutions and ways for us to reach out goals. **What do you dislike about Custify?** Great service often comes at a cost, and for Custify that cost is high. That said, we still get a lot of value and great use out of the platform. **What problems is Custify solving and how is that benefiting you?** Delivering quality service to our clients at scale. ### 10. Effortless Customer Success Management with Great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Frank B. | Head of sales, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2026 **What do you like best about Custify?** I find Custify easy to use, and I like its UI. The integrations feature is really helpful for getting all data into Custify to get a 360 view of the customer. The initial setup of Custify itself is pretty easy. **What do you dislike about Custify?** I think Custify could use more AI to make it faster for onboarding processes. It's improving, but there's room for more development. **What problems is Custify solving and how is that benefiting you?** I use Custify for customer success management to gain insights into customer usage, execute the right playbooks, and identify risks and expansion opportunities. Integrations allow me to get all data into Custify for a 360-degree view of the customer. ### 11. Effortless Customer Management with Custify **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica H. **Reviewed Date:** December 19, 2025 **What do you like best about Custify?** I like how easy Custify is to use, filter data, and build workflows to automate processes for our team. It's also helped us collect feedback on the onboarding process using the native survey feature. The initial setup was very easy, and while we were able to set up most of it ourselves, Theo, our representative, was extremely helpful whenever we had questions we couldn't figure out on our own. **What do you dislike about Custify?** We haven't been able to create reporting dashboards for all of the data points we care about **What problems is Custify solving and how is that benefiting you?** Custify helps manage our customer onboarding and EBR process efficiently by providing detailed data and customer health insights. It's easy to use, allows data filtering, automates workflows, and facilitates feedback collection through surveys, simplifying our processes. ### 12. Custify has given us an amazing lens into our customer's experience! **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?** Custify is very user-friendly, and if I ever have any questions on how to navigate the platform, they are always available to help. Custify has allowed us to really look at our customer data in a user-friendly way, automate tasks to check in with clients, and help to ensure that we don't drop any balls. I use it every day to check in on our clients! It was very easy to integrate with our software to track certain metrics. **What do you dislike about Custify?** I don't love the setup for the customer portal and find it too much effort to set up. This is something that is not super important to us, though. **What problems is Custify solving and how is that benefiting you?** Custify is showing us metrics that were too difficult to find when just looking at the back end of our software. We can easily see what is going on with each of our accounts, where they are at in their journey, who the main contacts are, email correspondence with the client, etc. ### 13. Flexible Playbooks That Empower Our CS Team **Rating:** 4.0/5.0 stars **Reviewed by:** Samantha S. | Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2025 **What do you like best about Custify?** I love the playbooks flexibility. Our CS team uses these in place Lifecycles and have found them really helpful for common engagement reminders through the user's subscription. **What do you dislike about Custify?** From my perspective it is not intuitive and there can be an intimidating learning curve. **What problems is Custify solving and how is that benefiting you?** Custify helps me regulate various user touch points. We heavily rely on Playbooks and segments to organize and perform basic outreach to our clients. ### 14. Effortless Customer Success with Powerful Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about Custify?** This Customer Success Software is straightforward to use and easy to implement. It offers a range of integration options, including connectors for Data Warehouses and Research tools, which makes it adaptable to different needs. With just one click, you can access a comprehensive 360-degree view of Customer Health, Churn Status, and Revenue. **What do you dislike about Custify?** I would really appreciate having in-product NPS collection tools, as well as a mobile application that consolidates all customer information in one place. **What problems is Custify solving and how is that benefiting you?** Initially, I lacked a tool to help me gather data for my daily tasks, such as monitoring customer health and preventing churn. With Custify, I now have all my data centralized, allowing me to trigger various playbooks based on specific events, predict customer churn rates, and reach out to customers directly from the application. This has streamlined my workflow, saving time and making everything more manageable. Additionally, I can quickly create visualizations for my management team, keeping them informed about current risks, customer behavior, and other important information. ### 15. Effortless Integration and Seamless GSuite Compatibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Custify?** Integrating the Custify Customer Success Platform into our processes and software application was very easy. Data exchange with third-party applications is straightforward, and it works seamlessly with GSuite, making it user-friendly. **What do you dislike about Custify?** The knowledge base section within the application could be enhanced with more real time use-cases making it the ultimate integration guide such as how to correctly segment customers, how to correctly configure CSAT/NPS to get real usage out of the values. **What problems is Custify solving and how is that benefiting you?** Before we've used the Customer Success Plattform we had Excel sheets and tables where we tried correlating data from logs and database events in order to see which customers are using what items of our software, identify people that are no longer using our software (dead accounts) and reach out to those in order to figure out why they stopped using our software and tried to get them onboard again. That is all automated now since Custify collects all the data in the background and makes it usable. ### 16. Custify brought structure and clarity to our customer success processes **Rating:** 4.0/5.0 stars **Reviewed by:** Zainab N. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Custify?** We have everything under the same roof. Previously we were using excel sheets and other manual tools to store client profiles, calculate their health scores, get their CSATs and NPS, track their activity and all. Custify helped us bring structure and clarity to our Customer success processes.We can now set automated alerts, create customer lifecycles, manage dashboards, view client activity and platform usage and basically see a 360 view of each client. **What do you dislike about Custify?** Sometimes the loading time is too much. The email templates section could have more structure so we can segregate templates depending on the topic. They have tags but thats not enough. It has become a long list of email templates now and hard to go through it. More customizability to Customer View would be nice. We can create views but some customizability would be nice. **What problems is Custify solving and how is that benefiting you?** We are able to do the following with Custify: 1. Calculating health scores automatically 2. Integrate CSAT and NPS with client platforms and receive their feedback directly into custify. 3. Automate alerts for client inactivity and dissatisfaction 4. Automate at risk indicators with playbooks for At Risk clients 5. Manage customer lifecycles to see which stage of onboarding client is in. 6. Store all client data in one place 7. Track events and usage of client platforms Al this helps us save time and manual effort once everything is set up. ### 17. Custify has helped me tremendously!! **Rating:** 4.5/5.0 stars **Reviewed by:** Joe H. | Customer Success - trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2025 **What do you like best about Custify?** Custify simplifies the management of the customer journey by leveraging dynamic lifecycle stages, intelligent task automation, and precise segmentation. Its user-friendly yet highly adaptable interface empowers teams to craft customized strategies for customer engagement, contract renewals, and risk reduction. The platform’s capacity to delegate follow-ups based on customer profiles has significantly optimized my processes and enabled a more proactive approach to client success. **What do you dislike about Custify?** Certain constraints around customization can present challenges when attempting to scale comprehensively. Enhanced integrations and more advanced collaboration features across teams would add substantial value. While the platform provides a strong foundational framework, greater adaptability would significantly support the evolving needs of a growing customer success organization. Review collected by and hosted on G2.com. **What problems is Custify solving and how is that benefiting you?** Custify enables me to consolidate customer data, streamline outreach automation, and proactively address churn indicators. It has significantly improved my ability to prioritize accounts, orchestrate workflows, and scale personalized engagement strategies—ultimately saving time and driving higher retention rates. Review collected by and hosted on G2.com. ### 18. Seamless Integrations and Powerful User Segmentation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Custify?** What I really like about Custify is the seamless integration with other data sources and the segmentation of users based on account information, events and metrics. **What do you dislike about Custify?** In my personal opinion the reporting feature could support more data exporting to reuse the data for other things. **What problems is Custify solving and how is that benefiting you?** We are fighting user churn with the Custify Customer Success Software by segmentating users into three stages (inactive, active but likely to Churn and active users). If we see that one active user moves to likely to Churn group we can reach out to this customer (by using a automated playbook) and inform the Client Manager that the usage has been dropped, or features that have been used in the past are no longer used. In the past we had only a guessing of which users are more likely to Churn and which users are happy. This has been fully automated with Custify. ### 19. Daily app to ensure Customer Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jurian Jansen v. | Head of Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Custify?** I'd like to Customer 360 overview in order to monitor the Customer Experience of our customers. All events are tracked within Custify and based on Segmentation and Health Scores a 360 degree of the customer can be build. **What do you dislike about Custify?** The integraton to get all the events within Custify was a bit too complicated, in the end we've decided to go with their API which works very well. **What problems is Custify solving and how is that benefiting you?** My team benefits from all the information in a single place without reviewing log files or logging in to different applications. We are one of the teams using Custify internally besides the Customer Success Managers. ### 20. Effortless Customer Success with Centralized Data **Rating:** 5.0/5.0 stars **Reviewed by:** Maximilian L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Custify?** The Custify customer success platform offers us an easy-to-use solution that we benefit from every day. What I appreciate most about Custify is having all our data centralized in one place, which truly makes our work much simpler. **What do you dislike about Custify?** The Gmail integration has room for improvement. Since our approach prioritizes mobile, having a dedicated mobile app would be very beneficial. **What problems is Custify solving and how is that benefiting you?** Previously, our data was scattered across various systems like Drive, spreadsheets, and CRM platforms, which made manually combining information inefficient. Now, everything is integrated into a single application that we can leverage for customer outreach and automations, saving us a significant amount of time. ### 21. Intuitive Interface and Outstanding Support Make Custify a Standout Choice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Custify?** The intuitive user interface makes working with the Custify Customer Success Platform straightforward and efficient. Unlike some enterprise products, you can achieve results quickly, and the Custify team is always available to provide support and assistance whenever needed. **What do you dislike about Custify?** I would really like to be able to replace even more third-party software and manage tasks like sending newsletters directly within Custify. However, that feature is currently missing. **What problems is Custify solving and how is that benefiting you?** Our Customer Success Team previously relied on several different software tools for their daily tasks, but we have now consolidated everything into a single platform with Custify. By making this change, we were able to eliminate the need for other applications and gain a comprehensive overview of our customers, which Custify refers to as the 360 view. Gathering events within our software is straightforward, and the implementation process was easy. ### 22. Custify’s Customer Success Plattform is smart and simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Custify?** In our department, Custify has been a huge help in streamlining our Customer Success Process. The playbooks are easily my favorite feature. They make it simple to automate routine tasks and setup smart follow-ups. This feature helped us to save a lot of working hours. **What do you dislike about Custify?** The Template Section for E-Mail, Notes, and Tasks functions as intended, but I find it somewhat limited and wish it offered greater flexibility for customization. **What problems is Custify solving and how is that benefiting you?** We use the Custify Customer Success Software to track product engagement, monitor conversion rate & renewal rate. Our main goal while using Custify is to identify Customers that won’t renew the subscription by applying segmentation: product usage dropped, feature usage dropped to a minimum and further. As result we’ll get in touch with those customers where Churn could potentially be an issue and we managed to have at least 80 % success to get them on board again. ### 23. 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. ### 24. 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. ### 25. 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. ### 26. 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. ### 27. 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. ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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. ### 32. "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. ### 33. 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. ### 34. 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. ### 35. 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. ### 36. 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! ### 37. 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. ### 38. 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. ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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) ### 43. 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. ### 44. 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. ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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. ## 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?login_required=true&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+08%3A10%3A25+-0500&secure%5Bsession_id%5D=7b194753-6e85-4d80-a28e-f82f49b0688d&secure%5Btoken%5D=63e5c3a8f4c7c6b8bf6c08454e4db81512fab13d2096d4f3225fa7f95fcb28e8&format=llm_user) ## Custify Integrations - [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) - [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) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **User Analysis** - Survey Implementation - Data Analysis - Real-Time Data - Real-Time Notifications **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations - Usage Tracking/Analytics **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices - Email Marketing - Multi-Channel Marketing - Real-Time Data **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual 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 - Customizable Branding - Knowledge Management - Workflow Management - Email Management - Feedback Management - Survey/Poll Management - Negative Feedback Management **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Machine Learning **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **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 - Customizable Branding **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Third-Party Integrations - Social Media Integration - Multi-Language **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 **Additional Functionality** - Real-Time Reporting - Drag & Drop - Surveys & Feedback - Dashboard - NPS Survey Structure - Customizable Forms - Visual Analytics - Data Visualization - Customer Segmentation - Tagging - Customer Journey Mapping - Text Analysis - Customizable Reports - Real-Time Notifications - Alerts/Notifications - Access Controls/Permissions - CRM - Multi-Channel Data Collection - Multi-Channel Communication - Customizable Fields - Real-Time Analytics - Predictive Analytics - Collaboration Tools - Sentiment Analysis - Trend Analysis - API - AI Copilot - Engagement Tracking - Customizable Templates - Reporting/Analytics **Analytics - Digital Adoption Platform** - Analytics - Reporting/Analytics - Visual Analytics - Real-Time Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Additional Functionality** - Conversion Tracking - Funnel Analysis - Product Data Management - Engagement Tracking - Alerts/Notifications - Cohort Analysis - Session Recording - AI Copilot - Data Visualization - Customer Journey Mapping - Generative AI - Interactive Reports - A/B Testing **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance - Contextual Guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning - Asynchronous Learning - Blended Learning - Self-paced Learning **Additional Functionality** - Customer Experience Management - Generative AI - Workflow Management - AI Copilot - Task Management - Progress Tracking - Alerts/Notifications - In-App Training - Behavior Tracking - Gamification - Knowledge Base Management - Audience Targeting - Customizable Fields - Reporting & Statistics - Customizable Reports - Performance Metrics - Launch Management - Content Library - API - User Onboarding - Customizable Branding - Event Triggered Actions - Engagement Tracking - Self Service Portal - Data Quality Control - Data Import/Export - Employee Onboarding - Self Service Tools - Survey/Poll Management - Learning Management - Content Management - Customizable Templates - Interactive Content - Activity Tracking - Activity Dashboard - Monitoring - Training Management - Communication Management - Surveys & Feedback - Content Creation ## 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 (1,594 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews)