--- title: Custify Reviews meta\_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 527 reviews by the users' company size, role or industry to find out how Custify works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 527 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### Custify Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Custify, facilitating efficient tracking and analysis of customer health. [(121 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819117&qs=pros-and-cons#reviews) Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively. [(82 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819274&qs=pros-and-cons#reviews) Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively. [(54 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819376&qs=pros-and-cons#reviews) Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies. [(48 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819657&qs=pros-and-cons#reviews) Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs. [(48 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819098&qs=pros-and-cons#reviews) Users highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation. [(29 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819822&qs=pros-and-cons#reviews) Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features. [(20 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819236&qs=pros-and-cons#reviews) Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify. [(20 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819173&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use. [(17 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819202&qs=pros-and-cons#reviews) Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management. [(17 mentions)](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819267&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Custify ##### 1. Ease of Use Users appreciate the **ease of use** of Custify, facilitating efficient tracking and analysis of customer health. [ See 121 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819117&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" What do you like about Custify? Custify gives us a clear, centralised view of customer health, engagement, renewals, and usage data in one place. The customisable health scoring mode ![Fili T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fili T.") FT Fili T. Mid-Market (51-1000 emp.) 4.0/5 "Excellent Tool Once Set Up" What do you like 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 ot ##### 2. Customer Support Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively. [ See 82 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819274&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" What do you like about Custify? Custify gives us a clear, centralised view of customer health, engagement, renewals, and usage data in one place. The customisable health scoring mode ![Peter T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Peter T.") PT Peter T. Small-Business (50 or fewer emp.) 5.0/5 "User-Friendly One-Stop Shop for Account Management, Reports & Exceptional Support" What do you like about Custify? As CSM it is my daily one stop shop for account management, reports and much more. The Interface is very user-friendly and the support is exceptionall ##### 3. Intuitive Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively. [ See 54 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819376&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" What do you like about Custify? Custify gives us a clear, centralised view of customer health, engagement, renewals, and usage data in one place. The customisable health scoring mode ![Frank B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Frank B.") B Frank B. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Customer Success Management with Great Integrations" What do you like 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 c ##### 4. Automation Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies. [ See 48 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819657&qs=pros-and-cons#reviews) See Related User Reviews ![Lisa A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa A.") LA Lisa A. Small-Business (50 or fewer emp.) 4.5/5 "Custify Automation and Slack/Outlook Integrations Make Customer Success Easier" What do you like about Custify? The most helpful thing about Custify is its automation, along with the integrations with Slack and Outlook. Having everything in sync makes Customer S ![Jessica H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica H.") JH Jessica H. 4.5/5 "Effortless Customer Management with Custify" What do you like 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 on ##### 5. Integrations Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs. [ See 48 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819098&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" What do you like about Custify? Custify gives us a clear, centralised view of customer health, engagement, renewals, and usage data in one place. The customisable health scoring mode ![Fili T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fili T.") FT Fili T. Mid-Market (51-1000 emp.) 4.0/5 "Excellent Tool Once Set Up" What do you like 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 ot ### 5 Cons or Disadvantages of Custify ##### 1. Missing Features Users highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation. [ See 29 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819822&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" 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 large ![Lisa A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa A.") LA Lisa A. Small-Business (50 or fewer emp.) 4.5/5 "Custify Automation and Slack/Outlook Integrations Make Customer Success Easier" What do you dislike about Custify? Filtering for e-mails would be helpful—for example, the option to ignore internal conversations. ##### 2. Email Functionality Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features. [ See 20 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819236&qs=pros-and-cons#reviews) See Related User Reviews GG George G. 4.5/5 "Empowered Our Customer Success Strategy" What do you dislike about Custify? Statistics gathering within Custify (opened E-Mail) as example could be improved ![Maximilian L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximilian L.") ML Maximilian L. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Customer Success with Centralized Data" 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. ##### 3. Limited Customization Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify. [ See 20 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819173&qs=pros-and-cons#reviews) See Related User Reviews MP Melissa P. Small-Business (50 or fewer emp.) 4.5/5 "Actionable Insights and Seamless Integrations Elevate Customer Success" What do you dislike about Custify? The native reporting suite could offer more customization for advanced analytics. While data exports and integrations support our needs, more in-platf ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Great visibility and customer health tracking in one place" 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 ##### 4. Learning Curve Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use. [ See 17 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819202&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scalable and Data Driven Platform for Proactive Customer Success - Basic Platform with no frills" 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 large ![Fili T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fili T.") FT Fili T. Mid-Market (51-1000 emp.) 4.0/5 "Excellent Tool Once Set Up" 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 ##### 5. Not Intuitive Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management. [ See 17 mentions ](https://www.g2.com/products/custify/reviews?filters%5Bsentiment_snippet%5D=1819267&qs=pros-and-cons#reviews) See Related User Reviews ![Fili T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fili T.") FT Fili T. Mid-Market (51-1000 emp.) 4.0/5 "Excellent Tool Once Set Up" 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 ![Samantha S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Samantha S.") SS Samantha S. Small-Business (50 or fewer emp.) 4.0/5 "Flexible Playbooks That Empower Our CS Team" What do you dislike about Custify? From my perspective it is not intuitive and there can be an intimidating learning curve. ## Top-Rated Alternatives [ ![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5(1,609) ](https://www.g2.com/products/churnzero/reviews) [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ View All Alternatives ](https://www.g2.com/products/custify/competitors/alternatives) ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 9/17/2025 "Good Customer Success App" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 7/7/2025 "A Powerful Tool for Daily Customer Success Work" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 11/17/2025 "Seamless Integration and Outstanding Performance with Custify" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Custify? The alerting feature could be optimized with an mobile app instead of mails to make usage better. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") AT Verified User in Telecommunications Mid-Market (51-1000 emp.) 12/16/2025 "Custify is a partner that was more than happy to adapt to our business's unique needs." 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Anne N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anne N.") AN Anne N. Customer Success Manager Mid-Market (51-1000 emp.) 6/24/2025 "Favorite daily tool for Customer Success Teams" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 9/29/2025 "My Go to solution for my clients" 4.5/5 What do you like best about Custify? Efficiency and productivity. Very detailed. Ease of use. Support is always on point. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") IC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/15/2025 "Effective Customer Success Tool with Time-Saving Features, but Overwhelming Settings" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Custify? The settings section is overall a bit overloaded with settings and difficult to use. Review collected by and hosted on G2.com. 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) Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/7/2025 "Custify helps CSM teams to perform great" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Hardware](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Hardware") UC Verified User in Computer Hardware Mid-Market (51-1000 emp.) 9/4/2025 "Great tool for scaling Customer Success without losing the personal touch" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jace K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jace K.") JK Jace K. Senior Customer Success Manager Small-Business (50 or fewer emp.) 11/15/2023 "Really great for the current features that we use" 4/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/13/2025 Current UserValidated ReviewerSource: Organic ##### Categories on G2 [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)[Experience Management](https://www.g2.com/categories/experience-management)[Product Analytics](https://www.g2.com/categories/product-analytics)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Digital Adoption Platform](https://www.g2.com/categories/digital-adoption-platform)[Customer Success](https://www.g2.com/categories/customer-success)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What statistical analysis techniques and tools are most useful for a business intelligence or research team that needs to go beyond basic pivot tables?](https://www.g2.com/discussions/what-statistical-analysis-techniques-and-tools-are-most-useful-for-a-business-intelligence-or-research-team-that-needs-to-go-beyond-basic-pivot-tables)[What is the easiest 3D rendering software to learn for a beginner who wants to create product mockups without going through a long learning curve?](https://www.g2.com/discussions/what-is-the-easiest-3d-rendering-software-to-learn-for-a-beginner-who-wants-to-create-product-mockups-without-going-through-a-long-learning-curve)[What local listing management system offers real-time update tracking?](https://www.g2.com/discussions/what-local-listing-management-system-offers-real-time-update-tracking) [What is the leading social media manager app for companies?](https://www.g2.com/discussions/what-is-the-leading-social-media-manager-app-for-companies)[Which batch management tool gives the easiest traceability from raw materials to finished goods for food production teams?](https://www.g2.com/discussions/which-batch-management-tool-gives-the-easiest-traceability-from-raw-materials-to-finished-goods-for-food-production-teams)[Pros and Cons Details](https://www.g2.com/products/custify/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)