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Custify

By Custify

4.7 out of 5 stars

How would you rate your experience with Custify?

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Custify Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the ease of use of Custify, as it streamlines customer tracking and simplifies operations effectively. (109 mentions)
Users highlight the outstanding customer support at Custify, benefiting from dedicated agents and prompt assistance. (73 mentions)
Users appreciate the powerful automation capabilities of Custify, enhancing their customer management and ensuring timely communication. (47 mentions)
Users find Custify intuitive and user-friendly, thanks to its clean layout and responsive customer support. (47 mentions)
Users appreciate the customization features of Custify, enabling tailored customer management and efficient workflows. (39 mentions)
Users value the seamless integrations of Custify, enhancing data visibility and tracking for improved customer success. (39 mentions)
Users find Custify's centralized information invaluable for managing customer success tasks efficiently and effectively. (38 mentions)
Users find missing basic features in Custify, complicating setup and requiring significant resource allocation for improvement. (23 mentions)
Users find the email functionality lacking due to limited contact selection and insufficient reporting capabilities. (17 mentions)
Users find limited customization in Custify restricts adaptation to their specific needs and hampers usability and organization. (17 mentions)
Users find the UI not intuitive, requiring time and effort to master for effective daily use. (13 mentions)
Users find the steep learning curve of Custify challenging, making it difficult to fully utilize its features. (13 mentions)
Users face integration issues that require technical expertise and time, impacting the overall efficiency of Custify. (12 mentions)
Users find Custify's limited features frustrating, lacking essential options and requiring tedious setup for minimal results. (11 mentions)

Top Pros or Advantages of Custify

1. Ease of Use
Users value the ease of use of Custify, as it streamlines customer tracking and simplifies operations effectively.
See 109 mentions

See Related User Reviews

Summer M.
SM

Summer M.

Small-Business (50 or fewer emp.)

5.0/5

"As a CSM, Custify has allowed me to set up the Customer Success operations at my startup for success"

What do you like about Custify?

Custify has been incredibly helpful in tracking the usage and health of our customers via their metrics and health score builders. The calculated metr

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Custify changes the CSM's world!"

What do you like about Custify?

The most helpful is to have all data in one place. Many different integrations that are easy to set up without developer support. Custify just make th

2. Customer Support
Users highlight the outstanding customer support at Custify, benefiting from dedicated agents and prompt assistance.
See 73 mentions

See Related User Reviews

Katarzyna M.
KM

Katarzyna M.

Small-Business (50 or fewer emp.)

4.5/5

"All in one timesaver for CSM :)"

What do you like about Custify?

360-Degree View: Get the full scoop on your customers' world. Easy Automation: No more grunt work – set it and forget it. Seamless Integration: Play

Summer M.
SM

Summer M.

Small-Business (50 or fewer emp.)

5.0/5

"As a CSM, Custify has allowed me to set up the Customer Success operations at my startup for success"

What do you like about Custify?

Custify has been incredibly helpful in tracking the usage and health of our customers via their metrics and health score builders. The calculated metr

3. Automation
Users appreciate the powerful automation capabilities of Custify, enhancing their customer management and ensuring timely communication.
See 47 mentions

See Related User Reviews

Danny K.
DK

Danny K.

Small-Business (50 or fewer emp.)

5.0/5

"Fantastic Feature Set and Great Customer Support!"

What do you like about Custify?

I really enjoy all of features and how Custify is really user friendly. I manage a book of customers, and with the features Custify offers like segmen

Ashlyn C.
AC

Ashlyn C.

Small-Business (50 or fewer emp.)

5.0/5

"Great Tool for Client Services Team"

What do you like about Custify?

What I like most about Custify is its powerful automation capabilities. What’s most helpful is the predictive analytics that help foresee customer chu

4. Intuitive
Users find Custify intuitive and user-friendly, thanks to its clean layout and responsive customer support.
See 47 mentions

See Related User Reviews

Arda K.
AK

Arda K.

Small-Business (50 or fewer emp.)

5.0/5

"Following Detailed Notes via Custify"

What do you like about Custify?

Custify's experience is so user friendly to follow different topics in a one page. While using Custify, it is not that easy to be overwhelmed in order

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"On a way to operationalize Customer Success"

What do you like about Custify?

It has clear structure and the modules are easily found.

5. Customization
Users appreciate the customization features of Custify, enabling tailored customer management and efficient workflows.
See 39 mentions

See Related User Reviews

Danny K.
DK

Danny K.

Small-Business (50 or fewer emp.)

5.0/5

"Fantastic Feature Set and Great Customer Support!"

What do you like about Custify?

I really enjoy all of features and how Custify is really user friendly. I manage a book of customers, and with the features Custify offers like segmen

KS

Kerryn S.

Small-Business (50 or fewer emp.)

4.0/5

"Good Health Scoring"

What do you like about Custify?

What I appreciate most about Custify is its detailed customer health scoring system. This feature is incredibly helpful for proactive customer managem

6. Integrations
Users value the seamless integrations of Custify, enhancing data visibility and tracking for improved customer success.
See 39 mentions

See Related User Reviews

Justine B.
JB

Justine B.

Mid-Market (51-1000 emp.)

4.5/5

"Has helped our Customer Success Team significantly with reducing churn"

What do you like about Custify?

Custify has helped our Customer Success team with: smooth onboardings for customers, tracking customer usage which in turn has reduced churn and easy

Kutay Y.
KY

Kutay Y.

Mid-Market (51-1000 emp.)

4.5/5

"Reliable Tool for CS Teams"

What do you like about Custify?

Best thing about Custify is the team. They are always there when you need them, and they take feedback very seriously. We had some unique use-cases an

7. Centralized Information
Users find Custify's centralized information invaluable for managing customer success tasks efficiently and effectively.
See 38 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Handling Complex Customer Success requirements"

What do you like 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 centraliz

Quinn A.
QA

Quinn A.

Mid-Market (51-1000 emp.)

5.0/5

"Great system to keep customer information organized"

What do you like about Custify?

Custify has been a game changer for our CSM team in keeping customer info, communication and insights stored in one place. I like how customizable it

Top Cons or Disadvantages of Custify

1. Missing Features
Users find missing basic features in Custify, complicating setup and requiring significant resource allocation for improvement.
See 23 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"My Go to solution for my clients"

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.

Vignesh N.
VN

Vignesh N.

Mid-Market (51-1000 emp.)

4.5/5

"User Friendly with rich features"

What do you dislike about Custify?

Email section can be improved with more features and formating.

2. Email Functionality
Users find the email functionality lacking due to limited contact selection and insufficient reporting capabilities.
See 17 mentions

See Related User Reviews

Caterina L.
CL

Caterina L.

Small-Business (50 or fewer emp.)

4.0/5

"Customer Journey ensured"

What do you dislike about Custify?

- non variable sorting of attributes in Customer view - that I have no possibility to choose more than one contact to send an e-mail, at the moment I

Thiago N.
TN

Thiago N.

Mid-Market (51-1000 emp.)

4.5/5

"Great tool for streamlining CSM teams processes and flows"

What do you dislike about Custify?

Email functionality could have better reporting & dashboard. Right now we can only check open rate of emails sent.

3. Limited Customization
Users find limited customization in Custify restricts adaptation to their specific needs and hampers usability and organization.
See 17 mentions

See Related User Reviews

Maggie M.
MM

Maggie M.

Small-Business (50 or fewer emp.)

5.0/5

"Organized, efficient and easy to use Customer Success software"

What do you dislike about Custify?

The task feature is great and something I hope to utilize more in the coming months, creating task templates are helpful but I would love to see a rec

SM

Simeon M.

Small-Business (50 or fewer emp.)

4.0/5

"Go-to tool for Customer Sucess Management"

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

4. Not Intuitive
Users find the UI not intuitive, requiring time and effort to master for effective daily use.
See 13 mentions

See Related User Reviews

Jace K.
JK

Jace K.

Small-Business (50 or fewer emp.)

4.0/5

"Really great for the current features that we use"

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 o

Johannes D.
JD

Johannes D.

Small-Business (50 or fewer emp.)

5.0/5

"Highly customizable product, a user interface that is enjoyable to use, and an outstanding CS team"

What do you dislike about Custify?

To find the best possible setup some time and iteration is needed. It's not an out of the box solution which works perfectly after 2 weeks

5. Steep Learning Curve
Users find the steep learning curve of Custify challenging, making it difficult to fully utilize its features.
See 13 mentions

See Related User Reviews

Verified User
E

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Custify really improves CSM processes"

What do you dislike about Custify?

Sometimes there are so many new things that you needs to keep learning and improving yourself. Sometimes and for some of us this is a challenge.

Jace K.
JK

Jace K.

Small-Business (50 or fewer emp.)

4.0/5

"Really great for the current features that we use"

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 o

6. Integration Issues
Users face integration issues that require technical expertise and time, impacting the overall efficiency of Custify.
See 12 mentions

See Related User Reviews

Blake M.
BM

Blake M.

Mid-Market (51-1000 emp.)

3.5/5

"Straightforward approach to Customer Success software"

What do you dislike about Custify?

There's a bit more opportunity for automation + integration left on the table. (And I hope to see it in the future). Would love to see more integratio

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"A Powerful Tool for Daily Customer Success Work"

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.

7. Limited Features
Users find Custify's limited features frustrating, lacking essential options and requiring tedious setup for minimal results.
See 11 mentions

See Related User Reviews

Pierre-Yves B.
PB

Pierre-Yves B.

Mid-Market (51-1000 emp.)

4.0/5

"Overall good experience working with the product on a daily basis"

What do you dislike about Custify?

The dashboards have a ton of potential to be incredibly useful. However, although I know what is possible, building the reports in a way that visualiz

Sebastian W.
SW

Sebastian W.

Small-Business (50 or fewer emp.)

5.0/5

"Easy to setup and great insights"

What do you dislike about Custify?

Not all metrics can be done perfectly. In our case our weekly average usage metric which calculates the usage on a user base instead of an account bas

Custify Reviews (464)

Reviews

Custify Reviews (464)

4.7
464 reviews
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G2 reviews are authentic and verified.
Verified User in Education Management
AE
Mid-Market (51-1000 emp.)
"Great for Scaling Customer Success"
What do you like best about Custify?

- The automation capabilities, that help reduce manual tasks

- The health scores and segmentation features Review collected by and hosted on G2.com.

What do you dislike about Custify?

I’d love to see more AI-driven features for predicting churn and tools that generate success plans based on client notes. Review collected by and hosted on G2.com.

Justine B.
JB
Head of Customer Success
Mid-Market (51-1000 emp.)
"Has helped our Customer Success Team significantly with reducing churn"
What do you like best about Custify?

Custify has helped our Customer Success team with: smooth onboardings for customers, tracking customer usage which in turn has reduced churn and easy sales > customer success handoffs. Our Customer Success team lives in Cusitfy. The support is amazing and should be called out. Review collected by and hosted on G2.com.

What do you dislike about Custify?

The way our subscriptions are setup is not fully supported in Custify which has been challenging but we have found a way around that. Review collected by and hosted on G2.com.

Nurcin T.
NT
Customer Engagement Team Lead
Mid-Market (51-1000 emp.)
"A Must-Have Tool for CS Teams"
What do you like best about Custify?

We have been using Custify over a year now. The platform is very user friendly and easy to implement. It has been a tool that we spend most of our time now, on daily basis :)

Having a full information about our customers in a single place is helping us a lot. We are using Healthscore, NPS, Customer Portal, integrations, playbook features actively and those are helping us for automation purposes. Review collected by and hosted on G2.com.

What do you dislike about Custify?

We have shared some feedback about Customer Portals and NPS, and the team is doing their best to help us to achieve what we have asked for. Review collected by and hosted on G2.com.

Prakash D.
PD
Event Success Manager
Mid-Market (51-1000 emp.)
"Custify makes Customer handling easy"
What do you like best about Custify?

The ability to add relevant information for quick check, ability to see communications via emails Review collected by and hosted on G2.com.

What do you dislike about Custify?

Nothing to dislike as such. Just little more intuitiveness and innovation is always appreciated Review collected by and hosted on G2.com.

Ariel Z.
AZ
Customer Success Manager
Small-Business (50 or fewer emp.)
"Custify has helped us organize and track the progress of our clients"
What do you like best about Custify?

It makes it easy to include workflows and playbooks to follow up with our clients and ensure they are following the right steps to take advantage of our services. Review collected by and hosted on G2.com.

What do you dislike about Custify?

The tracking emails feature could be improved. Currently, we don't see whether an email sent was read. Review collected by and hosted on G2.com.

JS
Customer Success Manager
Computer Software
Enterprise (> 1000 emp.)
"Not perfect... but close"
What do you like best about Custify?

Custify gives me all of the data necessary to get a high-level overview of my global customer health, while also allowing me to pull out the microscope and get nuanced data on each individual customer. It enables me to send my customers through highly detailed campaigns and measure the success or failure of each step... all automatically. It enables me to quickly and easily pull my entire Pre- and Post- sales teams email accounts in to Custify, which allows us to monitor communications with the customer from one centralized source. It did take some time for us to get our Custify set up and in to a usable state, but after it is set up the work required from my team is quite minimal. We were able to pull in our Jira, Salesforce, and several other tools which enables us to further centralize our data.

Support has been excellent when we've needed it. Between our Custify CSM and the Support team, we always get quick responses when needed.

Custify is the first tool that I log in to every single day and is typically my last tool that I check for the day. It is my go-to source for monitoring and engaging with my customer base and its quickly becoming our most important tool for keeping our customers happy and coming back to our product for more. Review collected by and hosted on G2.com.

What do you dislike about Custify?

Not much, anymore -- I have very few complaints. The team has risen to the occasion and is providing frequent updates, which has quickly reduced my complaints about the product. There are two key things that I think still need some improvement, but I'm confident that the team is already hard at work addressing these issues.

1. Processing time - Immediately after adding customers to Custify, it can take some time (hours) for calculated metrics and health scores to process. There should be a priority "updates" queue for new companies to ensure all data is always populated.

2. Emails - This has actually seen some improvement recently, but it sometimes takes a little while for emails triggered through Custify to actually send. Not a crazy amount of time - 30 minutes or so. This causes us to send time-sensitive emails outside of Custify. Not a big deal, but just something to consider.

We have seen a few minor issues with site reliability, but these are quite rare and generally very well contained. We have had no issues with data loss related to site reliability, either. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business (50 or fewer emp.)
"Custify has help us gauge customer adoption"
What do you like best about Custify?

Custify has been a huge help in providing insight to our customers adoption. We can easily review customer health scores/usage to gauge our customers engagement with our applications. Review collected by and hosted on G2.com.

What do you dislike about Custify?

I dont think there is really a dislike. I think its more an internal issue. We have a learning curve and are not leveraging the all functionality Custify offers. I think we could get a lot more use out of Custify if we took the time to implement more features. Review collected by and hosted on G2.com.

Jordan B.
JB
Customer Success
Small-Business (50 or fewer emp.)
"Pretty good, I still have lots of work to do to make the most of it though"
What do you like best about Custify?

Service is always fantastic, price point was still something we had to justify at our size but it was reasonable and I think the platform is pretty easy to use once you figure it out. Review collected by and hosted on G2.com.

What do you dislike about Custify?

1) There are a few things I'm unable to calculate simply because of how our data is pulled into the system, ex: for contract values we have to send them as attributes but then I dont know that I can make calculations based off that (ex: contract value divided by user hours since contract start date). Our initial plan was to just send raw data and we could calculate everything in Custify but there are some limitations to what we can actually do.

2) This is hardly a Custify issue, but my challenge is that I'm busy and I'm still trying to sort out proper health scores and things like that, it would be cool if someone was able to come understand our business and metrics and offer to take a stab at it for me so we could get more useful global health scores. Review collected by and hosted on G2.com.

Kev R.
KR
Director of Customer Success
Small-Business (50 or fewer emp.)
"Custify review"
What do you like best about Custify?

Flexibility and customer success services. Review collected by and hosted on G2.com.

What do you dislike about Custify?

I wouldn't say I dislike, but it's very poweful and therefore the possibilities are endless. Review collected by and hosted on G2.com.

Michael M.
MM
Member
Small-Business (50 or fewer emp.)
"Great tool for customer visibility"
What do you like best about Custify?

What I appreciate most about Custify is its robust reporting capabilities, especially in tracking customer interactions, and churn metrics. The platform offers clear, customizable analytics presented in a visually appealing format, which allows me to quickly understand key metrics and make informed decisions. This ability to integrate seamlessly with our existing systems enhances our operational efficiency and ensures that we can effectively manage and reduce churn while driving business growth. Review collected by and hosted on G2.com.

What do you dislike about Custify?

As of now, there isn't anything specific that I dislike about Custify. Review collected by and hosted on G2.com.