--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 515 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: 515 scale: '5' date_modified: '2026-07-17' 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:** 515 ## 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. A serious piece of software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Program Development | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Custify?** We implemented this to simplify our customer facing teams’ job. We needed something that would integrate every tool we use and give the team options like health scores and task coordination. We really loved the onboarding process with Philipp - we got a detailed list of each step and a lot of tips on how to best configure Custify for our use case. **What do you dislike about Custify?** Nothing really. This software is a great fit. **Recommendations to others considering Custify:** If you’re looking for a software that simplifies the support and customer success teams’ jobs, Custify is a great fit. **What problems is Custify solving and how is that benefiting you?** Custify is definitely much better than a custom solution we originally had in mind. The team gets everything in the company 360 view and now they can focus on users at risk of churn or companies in need of upsell. ### 2. Health scores and customer insights made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Ana-Maria M. | Content Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2021 **What do you like best about Custify?** Custify helps our business see what our clients are up to and sends alerts if the health scores drop below the value we set it at. This allows us to take measures quickly and target the clients that could use an upgrade or could benefit from an upsell. **What do you dislike about Custify?** Nothing too bad. Overall support was great when small bugs appeared. Reports and lifecycles could be more intuitive. **Recommendations to others considering Custify:** I would advise any business to get Custify. It’s everything in one place and at the tip of your finger. You literally save time and increase sales. This software works for everyone. **What problems is Custify solving and how is that benefiting you?** The customer 360 view makes it easy to get all the data about a client, with one click and without asking for help from coworkers. With the help of Custify’s automated emails, we’ve managed to increase our sales. Aside from this, I manage to have my reports ready so much faster than ever before. ### 3. Best CS software we’ve tried **Rating:** 5.0/5.0 stars **Reviewed by:** Diana G. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2021 **What do you like best about Custify?** We have a lot of clients and before Custify, reaching them all was a huge task. Custify makes tracking our users’ insights feel like kids’ play compared to the many steps we had to take before we started using this software. **What do you dislike about Custify?** I honestly have no complaints. Everything so far has been great, including the dedicated support, which responds faster than we could ever hope for. **Recommendations to others considering Custify:** If you’re not using it, you are losing money. Just call them and ask for the ROI breakdown. **What problems is Custify solving and how is that benefiting you?** A lot of our tasks were done manually, which resulted in a higher churn rate due to clients not being reached in time. Now, a lot of these have been automated with the help of Custify. The cross-tool automation in playbooks is a huge plus. It allowed us to connect the tools we needed in the same flow and the results of our work speak for themselves. ### 4. A very versatile and useful software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2021 **What do you like best about Custify?** It’s very easy to use and it gives us a complete view of what our clients are doing. The customer 360 view is the feature we are using most in our dept. It gives us a complete view of what every client is doing: their payment history, what features they use and to what extent if they get stuck during the onboarding process or how many people are using one account. It’s never been easier to keep track of our clients and to keep them happy and engaged. **What do you dislike about Custify?** The dashboard could use a little more work but that’s it. Everything else is great. **Recommendations to others considering Custify:** You have everything to win by using this software. Give it a little time to get used to it. **What problems is Custify solving and how is that benefiting you?** We are now able to intervene in time and to make sure that our clients are happy and are not looking for another business to replace us. It’s great to have such a tool to use. ### 5. Tracking customer insights and viewing all usage data is so easy with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Bogdan Petre M. | Content Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2021 **What do you like best about Custify?** I can view all of the client insights in a customer 360 view and this alone helps my workflow and the accuracy of my reports. Everything I do has now been automated and I have every information I need about a client in one place. This has helped the number of successfully onboarded clients grow. **What do you dislike about Custify?** I would like to be able to customize the emails a little bit more. **Recommendations to others considering Custify:** If you get Custify, make sure you involve the marketing and product teams. You will get so much more value across your company. **What problems is Custify solving and how is that benefiting you?** With the Custify app, I can make segments, monitor what step every client is in, and get alerts when a user is stuck in the onboarding process. This way, I can set the system to target them with customized messages or intervene myself and take care of the problem. The automated process is saving time, and we work better as a team because everyone has their tasks distributed with the help of Custify’s settings, which means no two people work on the same task by mistake - or that any issue is missed. ### 6. I use it daily and I wouldn’t go back **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela A. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Custify?** I am impressed with what this tool can do. I use it daily for reporting and targeting clients and it’s incredibly helpful. I can see all the info on a client in one place instead of going through multiple apps. Now I know exactly which of my clients need to upgrade and I can send them an offer. It saves us time and I feel much more productive than before. **What do you dislike about Custify?** I had some trouble when I first did the setup, but the customer support team was great, and they walked me through all the steps once I contacted them. **Recommendations to others considering Custify:** Any business that wants to easily track their clients and sell more should start using Custify. It’s a lifesaver. **What problems is Custify solving and how is that benefiting you?** I can set my segments based on any metric or health score and then set up a playbook targeted to a specific type of client. Another great feature is that now I know when a trial is getting closer to the end or when someone reached a limit in their plan. Custify can automatically send, using the setup that I made, an offer to upgrade or upsell. ### 7. Custify has made tracking how well our Clients have been doing much simpler and easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan B. | Customer Success Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Custify?** Being able to track client health scores has been very helpful. Custify provided our team with a centralized place to view all our relevant client information. **What do you dislike about Custify?** There isn't anything about Custify that I dislike. The service allows us to manage important client information all in one place, and it is easy to use. **Recommendations to others considering Custify:** Custify has a great support team. Reach out if you have any questions and they'll get back to you in a quick and informative manner. **What problems is Custify solving and how is that benefiting you?** Custify has helped us improve our onboarding process and manage our live clients. Being able to store our information in one place while also viewing indicators of how each of our client's programs is running has made these processes easier. ### 8. Easy CS tool every department should try **Rating:** 5.0/5.0 stars **Reviewed by:** Mircea-Toma A. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2021 **What do you like best about Custify?** Anyone who knows how difficult it is to reduce churn and wants to have an automated onboarding process and automated outreach should definitely start using Custify. There is no denying how much time we’ve managed to save and how much we’ve managed to reduce our churn since we implemented this software. **What do you dislike about Custify?** For certain features, like lifecycles, we need their help to set them up due to complexity. **What problems is Custify solving and how is that benefiting you?** When you have multiple pricing plans, being able to set custom health scores for each plan and seeing everything in one place is amazing. On top of this, the fact that health scores connect with the alerts makes it easier to know what the tasks are every day. And having it all automated helps us reach far more clients than we’d been able to in the past. ### 9. That product that you hope nobody else uses. It’s that good. **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra C. | Content Artisan, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2021 **What do you like best about Custify?** I like being able to see all of my clients’ info in one place with the customer 360 view. Now, I can easily filter the clients based on whatever criteria I need and I know exactly when they need to upgrade. The automation and segmentation of the process saves time and significantly reduces the risk of making a mistake. **What do you dislike about Custify?** In the beginning, there was a learning curve but once you get past that, there’s nothing left to dislike. **Recommendations to others considering Custify:** This is a software that every SaaS company should have. Period. **What problems is Custify solving and how is that benefiting you?** Knowing exactly when a user needs to upgrade or when they need a separate package that we upsell, is very important. Using KPIs and health scores we know precisely which clients we need to approach and with which offer. It’s a great feature to have. ### 10. Works great for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2021 **What do you like best about Custify?** I like Custify because although it’s not a tool meant for our department, we have managed to use it successfully with our clients. We are able to track our clients and see what features of our product they use more and which ones they use very little or not at all. **What do you dislike about Custify?** It perfectly fits our needs so there’s really nothing to dislike since we probably aren’t using it to its full extent. **Recommendations to others considering Custify:** I would recommend this to the Sales dept as well. Forget that it’s built for CS, you can use it just as well. **What problems is Custify solving and how is that benefiting you?** We have gained more clients because we’re now able to customize the offer for our clients, based on the features that they are interested in, from our product. This has helped us convert more people from Trial into Paid and to Upsell others. ### 11. Helps us track and focus on Customer Health and Churn Reduction **Rating:** 5.0/5.0 stars **Reviewed by:** Andrei V. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2020 **What do you like best about Custify?** At our company we have multiple tiers of clients with different levels of pricing along with different addons. So we need a custom approach to tracking customer health, churn and growth opportunities. Custify lets us do this. We set health scores for each plan. This way we see when a certain type of user is at risk of churn or if he reaches could be upsold to a different plan or addon. There are many features in Custify and this flexibility is why we use it daily. **What do you dislike about Custify?** There’s nothing we really hate. Just a few things we wish could be improved like there are a few limitations regarding branding and customization. A dashboard and report emails would also be nice. **Recommendations to others considering Custify:** This is really a cross-dept tool that both sales and customer success teams need to use. Getting started is a bit difficult but they have an awesome support team and you should reach out for any issue. **What problems is Custify solving and how is that benefiting you?** With Custify we have a process to reduce churn and automate outreach for upselling. It’s a process their team helped us implement and refine. We’ve had great results reducing churn by 50% in some cases. Custify directly helps us scale our CS and sales teams. ### 12. Custify has helped me a lot to reduce my client churn **Rating:** 5.0/5.0 stars **Reviewed by:** Cucu E. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Custify?** This CRM tool is very useful and it helps you save a lot of time, while all of your tasks are working more smoothly. It makes the ability to work with your team more productive, being even more perfect on a remote program. **What do you dislike about Custify?** The dashboard could be a bit more organized. **Recommendations to others considering Custify:** A very helpful solution for reducing churn. Besides, customer support is great, as a client you get a lot of assistance and guidance through every step, whenever you need it. **What problems is Custify solving and how is that benefiting you?** It is very helpful when it comes to identifying customers with low engagement, which allows actions to be taken more rapidly in order to fix whatever the problem may be. ### 13. Custify is a great product, and the implementation is simple. **Rating:** 5.0/5.0 stars **Reviewed by:** Gabe J. | Customer Happiness, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2020 **What do you like best about Custify?** Custify allows us to automatically target out-reach to our customer base based on actions (or inactions) taken by the users on our platform. This allows us to identify the people who are using our product but could be getting more out of it. The fact that Custify connects to Zapier is a huge up-side for us, it allows us to really have some fun with the automatic out-reach that we trigger based on metrics that we use Custify to identify. On top of that, George and Philip made onboarding very easy. It took us a little longer than expected to get set up, but those gentlemen helped us keep things moving forward offering guidance when it was needed. **What do you dislike about Custify?** I really don't have any dislikes about Custify. The only thing that would even further improve my review would be some additional 'in-Custify' analytics/ data tracking. Custify has a great team and when I have questions I feel totally comfortable hitting their guys up when we need help or run into any issue. **What problems is Custify solving and how is that benefiting you?** Custify is helping us proactively fight churn by identifying users who are not active on our platform. It really powers up our CSM's by automating some of the manual, repetitive processes such as scheduling meetings for low adopters. ### 14. Practical and very helpful tool to both sales and support **Rating:** 5.0/5.0 stars **Reviewed by:** Bogdan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2020 **What do you like best about Custify?** For us, first and foremost, Custify solves an issue of client overview across our teams. We’ve integrated previously disconnected tools so now our teams not only get full info on our clients but also multiple outreach options and detailed customer health tracking. The automated playbook and alerts options save everyone a lot of time. **What do you dislike about Custify?** Integration took a bit of time and deciding on the right customer health scores was a process in itself but once we got everything set up, we saw the benefits. **Recommendations to others considering Custify:** Definitely worth a try if you have a saas. They have awesome support and can help guide you through the integration and setup process. Our main limitations came from our custom integrations. **What problems is Custify solving and how is that benefiting you?** We switched to remote work and sharing info about clients became a time consuming process since we have multiple tools which store this information. With tools integrated in Custify, we now have a full 360 view across our clients. Support and CS teams can coordinate better and also sales teams can track customer health scores to track onboarding and clients ready to switch plans. ### 15. Great tool for customer overview and outreach automation **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian F. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2020 **What do you like best about Custify?** Our team works across multiple products keeping track of onboarding, client usage and various KPIs. The best value of Custify is its flexibility. I can use it as a PM tool to oversee app usage or onboarding bottlenecks but the rest of the team can use it for automated outreach campaigns or for general customer success activities. Overall it saves us a lot of time. **What do you dislike about Custify?** In the beginning, there’s a bit of a learning curve but as you start using everything, it becomes a daily routine. Team is pretty happy. **Recommendations to others considering Custify:** Go through the concierge on boarding. Their staff is awesome and gave us detailed guides on each implementation. They did a demo to each of our team members that had to use the tool. Don’t be afraid to reach out, it’s complicated occasionally but that’s why you pay them. **What problems is Custify solving and how is that benefiting you?** Custify helps us first solve the issue of onboarding step tracking. We get to see when users sign up, what features they use and how they go through the steps. When they get stuck our team can reach out. Secondly, the fact that we have all the information in one place about users really saves everyone a lot of time. The Customer 360 view keeps everyone on the same page. We did have to integrate each product like the payment gateway and the helpdesk software and this took time. ### 16. A simple and efficient way to manage customer relationships. **Rating:** 5.0/5.0 stars **Reviewed by:** Stefan-Tudor M. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Custify?** There are many features in Custify our team loves. The health scores are especially great for us since we tied them with alerts so we get notified on each new change. The segmentation and reports are also helpful - they keep our team on track with everything. Whenever we have any issue their customer support team is easy to reach and quick to reply. **What do you dislike about Custify?** The way the features are organized, how complicated adding a new health score can be. Not big issues but worth improving from my point of view. **Recommendations to others considering Custify:** Depends what you’re looking for. If you need an automated solution to fix your problems this is not it. This is a tool your team can use to save time and effort. Works great if you already know your client KPIs and your CS objectives. **What problems is Custify solving and how is that benefiting you?** With Custify we focus on improving customer retention. With the alerts and quick reports our CS managers know who might have issues with onboarding or with bad support so they can quickly step in. The automated functions like email playbooks and messages also help with onboarding. It’s really helped us across the board. ### 17. The tool we needed for customer success and outreach automation **Rating:** 5.0/5.0 stars **Reviewed by:** Radu D. | CTO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Custify?** It’s been very easy to create segments within our user base based on user plans and their respective KPIs. We were looking for a tool that could let us set different KPIs per user groups and automate emailing. Custify fit right into our plans and gave us a lot more ideas and options. We can set automated campaigns with emails, SMS and in-app notifications from their tool based on KPIs we set. **What do you dislike about Custify?** The UI isn’t great and setting up health scores could be easier. Once everything is set up, it’s pretty simple to use for the team. **Recommendations to others considering Custify:** Don’t go all out on every possible feature from the beginning. Setup your customer view with all integrations, then set some health score for the most common accounts and then develop use cases. If you are new to this, like we were, you’re just going to get lost in the complexity. **What problems is Custify solving and how is that benefiting you?** We were looking for a solution to automate customer outreach based on certain criteria. With Custify we set health scores per user groups and in some cases per account. This gives us our CS team a lot of insight on what’s going on and what issues they need to look out for. They can reach out when onboarding stops or when certain health scores drop. It makes them more proactive, which is what we really wanted. ### 18. Our customer success team’s favorite tool **Rating:** 5.0/5.0 stars **Reviewed by:** Iancu T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2020 **What do you like best about Custify?** The customer health tracking based on multiple KPIs along with the tasks and playbook automations give us a really comprehensive solution for customer success. There’s a lot of value added and probably our favorite feature is the health scores tied with alerts and tasks. This basically gives our cs team a roadmap of activities every day **What do you dislike about Custify?** Nothing yet. The team likes it. Setting new health scores is a bit complicated and we always end up calling support. The UI isn’t exactly intuitive in some places either. **What problems is Custify solving and how is that benefiting you?** With Custify our CS teams save time and know where to focus their efforts. We set health scores and tasks accordingly and every morning they know who to call and why. Their main objectives are to increase customer retention and improve the trial to paid onboarding. So far we’ve managed to scale quite well. ### 19. Custify is our CS team’s best tool yet **Rating:** 5.0/5.0 stars **Reviewed by:** Radu-Sebastian A. | Principal Software Delivery Lead - AI Products, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2020 **What do you like best about Custify?** We love the health scores even though in our case these are specific to each client so we have quite a lot. The fact that we get a full view of a customer's interaction and activity. The alerts function also helps our team stay on top of any issues as soon as they happen. The flexibility we have to configure tracking for each client and adapt as our business grows and we add more features. **What do you dislike about Custify?** We don't have any section to get an overall view across all accounts or CS member activity. **Recommendations to others considering Custify:** Consider this tool if you need a complex flexible customer success tool. Their support is awesome and the software is top-notch **What problems is Custify solving and how is that benefiting you?** We have a few enterprise clients that use our platform in various ways. Each one is different so we need separate KPIs. Custify helps us to flexibly set, monitor and modify these KPIs as our company scales. So we get a clear view of each account and monitor any issues in real time. As a result we increase customer retention and can easily upsell new features to the right clients. ### 20. Love at First Sight **Rating:** 5.0/5.0 stars **Reviewed by:** Maya O. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2020 **What do you like best about Custify?** As of our 1st contact, MOST important for me was if their team is ready to do 2 important customizations for us, as we are not a huge company. They said yes without a blink. Their Onboarding was easy and in OUR own pace, really felt as VIP client as of start to finish. (although, we are not VIP) **What do you dislike about Custify?** Absolutely nothing, as love is blind. Joking a bit, but really nothing to dislike. **Recommendations to others considering Custify:** Have 20min call with Patrick Delaney and Carl Lane from Custify, you will not regret it. **What problems is Custify solving and how is that benefiting you?** We were looking for so long to find the best way to manage our Churn, Lifetime value, Retention, Customers Health tracking, Lifecycles of our own onboarding process, and managed to enable the customer support team amazing tool for their needs + same great tool for top management, analytics, reporting. And Custify really does work! It does provide results already after the first month of usage!! Hence, my love for this product :) ### 21. Outstanding support and efficient service. **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about Custify?** Custify allows us to automate our task creation and client management. Their health score system allows us to keep track of the user behavior that really matters to us at a glance. **What do you dislike about Custify?** Not much to dislike, really. Any time I find kinks in the workflow I voice my concerns and more often than not a change is made to enhance it. **What problems is Custify solving and how is that benefiting you?** Our product has a high learning curve and Custify helps us monitor our user behavior efficiently so we can see who is struggling and needs a bit more support. Additionally, their task automation really helps stay organized and prevent users from falling through communication gaps. ### 22. Ambitious CS product with exceptional support **Rating:** 5.0/5.0 stars **Reviewed by:** Mihaela B. | Software sales & support specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Custify?** The tool has a lot of useful features and it’s very easy to use once you get used to it. Its UI is clean and fast. The main advantage though is the awesome customer support and onboarding they provide. Philipp has been awesome in training everyone and adapting certain features to our needs. The segmentation couple with tasks function really keeps me on a clear path. **What do you dislike about Custify?** Certain integrations or reports can only be done with their team’s help. Some features are also a bit limited still but we see updates every month so I’m sure we’ll get everything soon. **Recommendations to others considering Custify:** It’s mostly a CS tool but can be adapted to other depths. It is important that you have a clear goal in mind when you start with Custify. **What problems is Custify solving and how is that benefiting you?** Having a central hub for all our data is very useful. No more wasting time across platforms to check our user base. The tasks and alerts function keep us on track with clients that need our attention. Overall we get a much better visibility across our clients. ### 23. Custify is such a great tool for our customer success team **Rating:** 5.0/5.0 stars **Reviewed by:** Mircea C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2020 **What do you like best about Custify?** The multitude of features and its dedicated support sold it for us. Custify lets us configure and set things up in the exact way our unique flow needs. With customized segments and health scores for each plan we can see what’s going on with our users. We can target each of them using automated playbooks, saving our CS teams a lot of time. Philipp was very patient and walked us through all the steps. **What do you dislike about Custify?** Learning the complex UI takes some time. Their concierge onboarding is necessary. **Recommendations to others considering Custify:** Pay attention in the onboarding process. Setting everything up took a bit for us. Each department had to get involved and make a plan. **What problems is Custify solving and how is that benefiting you?** We have a SaaS model with multiple plans, upsell features and various payment methods. This saves us time, allowing our sales and CS teams to scale. We’re already seeing results in upsell conversion rates. ### 24. Goes above and beyond to get you the best insights **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandru P. | CX Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about Custify?** With Custify we can configure complex customer health scores to keep track of all our target KPIs. It’s fairly easy to configure and works great with segments and makes it quite easy for our team to track and find the best accounts to target. **What do you dislike about Custify?** Dashboard is so and so, and takes a bit to learn everything. But we get onboarding from their team for each member so that simplified this. **Recommendations to others considering Custify:** Learning every little features takes bit. Took me a few weeks to get accustomed to the interface and everything. Their onboarding helped a lot. But still, this should be considered. This tool works absolutely great, but you need to know what “to ask it”. So know your kpis and objectives. **What problems is Custify solving and how is that benefiting you?** Overall Custify features save us time and keep us on track with daily targets. Their reports, notifications and alerts are part of each day for us. ### 25. Essential tool with great service **Rating:** 5.0/5.0 stars **Reviewed by:** Dragoș S. | Software Sales & Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2020 **What do you like best about Custify?** I really appreciate how easy to use Custify is. It gives each member of our staff a lot of freedom in the sense they don’t need developer or management help for getting segmented data, they can keep track of clients’ KPIs in real time with health scores and they get real time notifications on clients that are ready to be contacted for an upsell. **What do you dislike about Custify?** Learning to use and modify settings takes a bit but after their onboarding call it was not a problem. **Recommendations to others considering Custify:** Pay attention during the onboarding call and make sure you understand the KPIs you track. **What problems is Custify solving and how is that benefiting you?** Overall it gives each member the ability to get the information they need, across the company. Everyone feels connected. We now have better client interactions and can easily keep track of health scores. ### 26. Great CS tool - saves us so much time! **Rating:** 5.0/5.0 stars **Reviewed by:** Teodora L. | SaaS Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2020 **What do you like best about Custify?** The automation features along with the customer health tracking save us so much time. We know who to call, when, what issues they're facing. Our efficiency has gone up by about 20%. Big shoutout to their account managers who helped us install and learn the app so fast. **What do you dislike about Custify?** A general dashboard with everything in one palace would help. Also generic review emails each month would be nice. **Recommendations to others considering Custify:** Think about your end goal. Do you want to save time, get more upsells or reduce churn? Discuss it with Custify so that they can guide you through the best way to implement and reach your goal. **What problems is Custify solving and how is that benefiting you?** We have a SaaS with multiple plans and a lot of leads. Knowing when to upsell, when a user's activity drops, or when a trial is ready to convert is essential. We don’t have a big team so focusing our efforts is essential for our bottom line. Custify helps us do this. Even though it seemed expensive in the beginning, the ROI it brought in was well worth it. ### 27. Solid tool, great segmentation **Rating:** 5.0/5.0 stars **Reviewed by:** Marius I. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2020 **What do you like best about Custify?** Custify adapts easily to our growing and complex data set. We’ve tripled in size in the past year and the tool hasn’t had any issues. It’s easy to track customers and set health scores based on the KPIs we measure. **What do you dislike about Custify?** Dashboard and setup seems a bit difficult but at least they provide onboarding and continuous support. **Recommendations to others considering Custify:** Be patient with the learning process. Consider the setup and KPIs as the tool adapts to what you track. **What problems is Custify solving and how is that benefiting you?** Overall saves us time and helps us segment and target our users. We have a growing database so we need as much automation as possible to stay on track. We've also been able to better prioritize which accounts to focus on each week. ### 28. Brilliant Kit, Brilliant Service **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel H. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2021 **What do you like best about Custify?** Excellent way of keeping track of what our customers are doing. **What do you dislike about Custify?** Integration with CRMs could be easier, but I appreciate it's a difficult job! **What problems is Custify solving and how is that benefiting you?** Just keeping track of customers is a huge plus! ### 29. Very helpful automation tool for our sales and cs teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2020 **What do you like best about Custify?** Segmenting accounts is so much easier now. Our sales teams know who to call for an upsell and our cs teams know who is at risk of churn! Their support has been a Godsend. This was our first customer success solution, and they helped us set health scores, goals, segments and onboarded every one of our staff. **What do you dislike about Custify?** The interface isn't exactly easy and it is lacking some quick overview stats. It’s also quite difficult to set up. Without their support we would not have been able to do it.. **Recommendations to others considering Custify:** Get your staff onboarded as fast as possible and make sure they use it. Otherwise, the tool will not give results! **What problems is Custify solving and how is that benefiting you?** Our goal was to increase customer retention and help our staff save time so they can scale their efforts with our user base. So far it's been a great help! ### 30. Powerful tool that helps us keep our clients happy **Rating:** 5.0/5.0 stars **Reviewed by:** Popa R. | Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2020 **What do you like best about Custify?** The interface is easy to use and understand. It feels specifically built for our customer success efforts. I like the 360 customer view and the fact that it pulls in all email communication with the client. These really simplify everything and save a ton of time. **What do you dislike about Custify?** Activity dashboards or recent clients listings are not available. Would be nice. **Recommendations to others considering Custify:** Custify is highly customizable and can adapt to many CS formats. Be sure to have a clear list of expectations when starting with it. **What problems is Custify solving and how is that benefiting you?** Besides the time saved from having everything in one place, it is helpful in keeping me on track with the next clients to approach and when with their reminders and notifications. Also it helps identify clients that may be eligible for some upsells. We offer certain paid features but since we have many free plan users, knowing to contact makes it hard. With custify targeting features we can identify the best candidates. ### 31. I'm very happy with the content display but I wish it could be in simpler format. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Custify?** We can see sales within the different time periods like 30 day 90 day, That helps me make decisions of who I should contact to see what going on with there business. **What do you dislike about Custify?** I dislike the format of the client profiles **What problems is Custify solving and how is that benefiting you?** We are getting access to all this data , to make better decisions in terms of client health. Making decision of how to prep for a call. This makes my job a lot easier. ### 32. Fast setup and very helpful staff **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel D. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2020 **What do you like best about Custify?** Implementing Custify was a breeze. We got the concierge package so assistance was provided at all steps. We never had a customer success product till now so having someone help us with KPIs, health scores and reports was awesome. The interface is very flexible once you learn it. Multiple integrations with detailed documentation. **What do you dislike about Custify?** UI is a bit complicated and there’s no dashboard to see all relevant data in one view. **What problems is Custify solving and how is that benefiting you?** We have multiple subscription plans across our userbase and need a way of monitoring their health scores and for members from each dept to see all client info in one place. ### 33. I believe I already recommended Custify to 2 or 3 of our partners. **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2020 **What do you like best about Custify?** I love the health score system, fully customizable easy to create and keep track of how our clients are doing. 360 view is great as well. I also have to give praise to Custify's great onboarding process, dedicated Slack channel where they answer all our questions very quickly. Everything we asked for to be developed was done very quickly! **What do you dislike about Custify?** Tasks not appointed to specific CSM, but it's being fixed next sprint from what I hear. Would love to see group reporting based on segments with date stamp **Recommendations to others considering Custify:** Great support, easy implementation **What problems is Custify solving and how is that benefiting you?** We do a lot of 1 on 1 onboardings in Referrizer and it's great to have the lifecycles for each of those accounts. With lifecycles Custify provides it's easy for us to keep track of the onboarding progress. ### 34. This CS software saves us so much time in day to day activities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Custify?** The ease of use and valuable customer insights provided by the platform **What do you dislike about Custify?** I would like a bit more organization, but overall great product **Recommendations to others considering Custify:** If you are looking to reduce churn and gain valuable insights to your customer health scores, then Custify is the way to go **What problems is Custify solving and how is that benefiting you?** We are reducing churn and helping company's grow effectively with the information pulled from Custify ### 35. Churn Killer - Retention Booster - Revenue Enhancer :-) **Rating:** 5.0/5.0 stars **Reviewed by:** Andre C. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about Custify?** Custify is easy to use, it gives us all data we need to prevent churn **What do you dislike about Custify?** Nothing really.. I spent 5 minutes on this question, trying to figure out one bad thing, could not find it. **Recommendations to others considering Custify:** Working with Custify is totally different than with any other company. They are incredible, responsive company with great understanding of our needs. **What problems is Custify solving and how is that benefiting you?** Custify helps us prevent cancellations by tracking each account health score. It helps us recognize upsell opportunities to bring more revenue per client. ### 36. Easy to integrate solution. Helped us improve retention **Rating:** 5.0/5.0 stars **Reviewed by:** Abhijit B. | Director, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2020 **What do you like best about Custify?** How easy it's been to integrate with the rest of our product stack, so actions we take in Custify can be done right there on the platform, even though other applications do the actual work, like sending the automatic email or SMS sequences we set in Custify according to segments and journeys and then also see the data from their impact. **What do you dislike about Custify?** Integration was ok, but the initial setup was kinda slow. No big deal, though, because we ended up with a very powerful system. **Recommendations to others considering Custify:** When you choose a customer success platform, don't just look at it on its own. See how it plays to your current product and what other problems it will solve, like reporting, segmentation, task automation etc. **What problems is Custify solving and how is that benefiting you?** We've been able to customize what we send (email / sms), to who and when in a much more efficient way and we actually see if it works or not in re ### 37. Good software that helped us understand our user onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Custify?** I was worried that automation would hurt the experience our premium accounts usually get from the company, but it turned out to actually improve it. First, they get exactly the tutorials they need when they need them, based on what they're doing with the product, so they don't need to reach out to us to ask. This saves us time and keeps them in the app. Second, we set milestones that trigger automatic task creation for our CSMs to get in touch with certain accounts outside the platform, just as we did before, except now it's more targeted and specific to their needs, which means they're not wasting time and we're not missing opportunities. **What do you dislike about Custify?** I wish it was easy to see our global Custify revenue, because that number would help us feel the overall impact. **Recommendations to others considering Custify:** Go through their concierge onboarding and set things up step by step. If you don’t have the data and a clear understanding of what you want you can work with their team to set these up. Otherwise it does not really work. **What problems is Custify solving and how is that benefiting you?** We've seen monthly value grow on all account segments, but especially on our older premium accounts, which makes a big impact on the company's bottom line. ### 38. Essential CS tool that helps us every day **Rating:** 5.0/5.0 stars **Reviewed by:** Andrei S. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2020 **What do you like best about Custify?** Easy to implement with our tech stack thanks to clear documentation and concierge onboarding. We can now automate campaigns with emails, popups, sms and more. Its analytics is a great help also. We have now identified features our clients don't use and onboarding steps that are usually skipped. **What do you dislike about Custify?** Not much from my side. Setup and integration took some time. The concierge onboarding helped make a plan for this. **Recommendations to others considering Custify:** Go through their concierge onboarding and have all people involved do it. This way everyone has a clear picture of what Custify can do and what third-party apps need to be integrated. **What problems is Custify solving and how is that benefiting you?** We now have a clear view of our onboarding and can optimize it. We can make combined playbooks and measure each step accordingly, no more need to check each separate tool. ### 39. A great tool that helps us automate **Rating:** 5.0/5.0 stars **Reviewed by:** Andreea D. | Senior Online Marketing Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2020 **What do you like best about Custify?** We can implement and measure our entire onboarding process through Custify. Meaning emails, sms, pop-up from different apps can now be done through one system, giving us way more flexibility and options in targeting. We are also able to measure each step and change accordingly. **What do you dislike about Custify?** Global dashboards would be a big help. **Recommendations to others considering Custify:** Have Custify team members do onboarding for each new user. Saves a lot of time as learning all the options and settings can be tough. **What problems is Custify solving and how is that benefiting you?** We have a freemium business model and determining when a user needs to upgrade or may need certain separate packages we upsell, is very important. With the KPIs and health scores we set we can identify the ideal customers to approach and convert. ### 40. Good product, fair price, fantastic customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Karla S. | Head Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2020 **What do you like best about Custify?** Great UX, which makes it simple to use. Easy to integrate with other systems. **What do you dislike about Custify?** There isn't anything I dislike so, I don't have anything to say here **What problems is Custify solving and how is that benefiting you?** It is a great product for those that want to be proactive. One can always stay up to date and keep track of the different relations the company has. ### 41. The automation tool we needed **Rating:** 5.0/5.0 stars **Reviewed by:** Iulian O. | Customer Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2020 **What do you like best about Custify?** The integration with our existing support software along with our CRM gives us a full 360 view of our customers. I love the segmentation options and the health scores **What do you dislike about Custify?** No dashboard for overview of stats and I would like some emails with activity summaries **Recommendations to others considering Custify:** Learning the ropes takes a bit and don’t hesitate to have the Custify team do a demo for you **What problems is Custify solving and how is that benefiting you?** It saves us time in contacting the right clients. Each team member has an immediate view of all client activit, including their communication with us. Overall we feel much more more productive now ### 42. We searched and we found **Rating:** 5.0/5.0 stars **Reviewed by:** Miro S. | ICT Sales Team Leader , Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2020 **What do you like best about Custify?** Custify is bringing the best of Trello in terms of task management, and combines it with dream features for customer success managers. We now can easily see what our clients do with our product, we see the account health, account history and so on. What I like the most are the automatic messages to client segments throughout their journeys. Highly recommend. **What do you dislike about Custify?** Nothing, really. Although a global revenue dashboard would be nice. **Recommendations to others considering Custify:** We were positively surprised. Our goal was for a long time to get **What problems is Custify solving and how is that benefiting you?** I was actually surprised to see how much effect Custify had on our business. Out of everything we searched and hoped for in a CS platform, we got so much more. Our retention rates finally look decent, and clients are more open to upsells now, too. ### 43. Awesome user data and automation options **Rating:** 5.0/5.0 stars **Reviewed by:** Adi F. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2020 **What do you like best about Custify?** We have a freemium business with multiple upsell options. Measuring user KPIs and determining the best touchpoints to contact them with offers or onboarding help is a major feature for us. The data for this helps us optimize and improve our approach. **What do you dislike about Custify?** No global revenue dashboard. Please add this. **Recommendations to others considering Custify:** Spend some time learning its features, and listen to the training from their concierge service - that basically took us step by step through all our goals. **What problems is Custify solving and how is that benefiting you?** With all the data and integrations made, we can confidently say we make informed decisions about how to modify the onboarding flow and we can measure the results with reports in Custify. ### 44. Great Product at Fair Price **Rating:** 5.0/5.0 stars **Reviewed by:** Josh M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2020 **What do you like best about Custify?** Has a great customer scoring model tool. **What do you dislike about Custify?** No major issues. We did a custom configuration that took a little work as expected and it went very smoothly. **Recommendations to others considering Custify:** They really helped with some powerful custom configuration. If you're trying to do something custom just email their team and it seems they can always find a way to get it done. **What problems is Custify solving and how is that benefiting you?** We wanted to have a customer health score for all our saas clients and we wanted to be able to trigger messages to customer success reps and clients based on usage and some custom data points. Custify solved these needs at a great price compared to other tools with this feature set. ### 45. Our churn is lower and we know what issues are most common to our users **Rating:** 5.0/5.0 stars **Reviewed by:** alex N. | Industry Advisory Board member, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2020 **What do you like best about Custify?** The combination of multiple customer health scores. The software gives you a lot of data, but it also lets team members rate customers based on their individual experiences with the customer team, so first, you get a much more accurate health score, and second, it's easier to see who in our company needs to talk to who in the customer's company, and who in the customer's company might present a challenge for renewal or even to convert from free to paid. We have multiple types of clients with different use cases (like models and agencies), so having a way to track and score them separately is a massive help **What do you dislike about Custify?** Custify is not perfect for our business model as we have many customized cases, but it's the best one I've found and the team has been kind enough to help us integrate and setup as much as could be done. **Recommendations to others considering Custify:** Make sure you have data api for your CRM so you can easily integrate. We have a custom setup and it took some work to make the data sync work. Also make sure you document what you sync and what you need synced so you don’t push needless data. **What problems is Custify solving and how is that benefiting you?** We no longer need to guess what's going on with our clients and this has directly helped us reduce churn. ### 46. A tool that saves us time and helps convert users **Rating:** 5.0/5.0 stars **Reviewed by:** VICKY K. | CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2020 **What do you like best about Custify?** Being able to automate my messages to customers has been really good. But what's been really great is that we've been able to integrate tasks for our CSMs within these workflows. They're based on trigger points that notify the team it's time to call or reach out to customers to deal with specific issues. **What do you dislike about Custify?** I wasn't able to connect my CRM when I first started, but it was fixed a while ago, so it's not an issue anymore. **Recommendations to others considering Custify:** Analyze the reports to optimize when to message and how. This way, with everyone focusing on the same thing is how we improved our conversion rate. **What problems is Custify solving and how is that benefiting you?** We finally have a way to make sure no critical moment or customer falls through the cracks and measure the impact of reaching out. ### 47. Great product and team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Custify?** The ability to automate customer success through the segmentation and workflows at scale **What do you dislike about Custify?** The time to bring in third-party data but once setup its automatic **What problems is Custify solving and how is that benefiting you?** Repeatable CS tasks and actions ### 48. Custify Helps Our Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Custify?** Custify is a great product that helps our business and are great to work with. **What do you dislike about Custify?** Everything has been great with custify. Never have had an issue. **What problems is Custify solving and how is that benefiting you?** Custify software makes running our business much easier. It has made us more efficient and increased our value to our customers. ### 49. A tool that was necessary and got us away from sheets **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2020 **What do you like best about Custify?** I feel like many products tell you that you can move away from spreadsheets, but many don't fully follow through on that promise. Custify does. I have access to so much data at a click of a button, that there's no way I do anything better, in a spreadsheet. And if that's not enough, then that data is accessible from so many places in the platform. It's not like in other platforms I tried, where you have to click on 50 things to get the data you need. It's very simple and intuitive here. This product feels like it's about getting you the data, showing you the path to the action you need to take, then setting you free to convert. **What do you dislike about Custify?** The only data point I'm missing is the revenue of our overall work and maybe a full overview dashboard. **Recommendations to others considering Custify:** Give it time, learn the software and analyze the reports. We noticed results but it took a bit of patience and adapting. **What problems is Custify solving and how is that benefiting you?** Took a bit but we started seeing results after making decisions based on data in custify. Accounts became upselled more and onboarded faster. ### 50. Excellent Tool for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Shubham S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2020 **What do you like best about Custify?** The ability to organize customers into segments, and create automated actions based on live updating information and health scores. It allows me to create a growth mindset knowing that I don't need to check up on clients individually and will be informed if action is needed. **What do you dislike about Custify?** Setup can be challenging, but the support team is excellent and helped us with our specific needs. **What problems is Custify solving and how is that benefiting you?** I'm able to keep track of top performing and inactive customers. This has made our Customer Success team extremely efficient and allowed us to tailor our day-to-day actions based on a clear list of priorities. ## Custify Discussions - [What support do you offer?](https://www.g2.com/discussions/what-support-do-you-offer-f6ff3699-53c6-47be-8741-ad0d57ce8290) - 1 comment, 1 upvote - [What integrations do you offer? Will you add an additional integration for my company?](https://www.g2.com/discussions/what-integrations-do-you-offer-will-you-add-an-additional-integration-for-my-company) - 1 comment, 1 upvote - [Can I send unlimited customer data into Custify?](https://www.g2.com/discussions/can-i-send-unlimited-customer-data-into-custify) - 1 comment, 1 upvote - [How do we get started?](https://www.g2.com/discussions/how-do-we-get-started) - 1 comment, 1 upvote - [Where is my data stored?](https://www.g2.com/discussions/where-is-my-data-stored) - 1 comment, 1 upvote - [View Custify pricing details and edition comparison](https://www.g2.com/products/custify/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+14%3A35%3A30+-0500&secure%5Bsession_id%5D=45e1d0a8-95b6-4606-9fee-4e55bd2c61f9&secure%5Btoken%5D=94af3d556b2c11d515800a6555efb5615a30a76b27c1b7a9725d1a259fc4f270&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 **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Mapping** - Multiple Org Charts - Stakeholder Roles **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Custify Alternatives - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (937 reviews)