--- 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: '2026-07-16' 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, benefiting from its intuitive features for customer management. (121 reviews) - Users praise the **exceptional customer support** from Custify, always available and responsive to their needs. (82 reviews) - Users find Custify **intuitive and user-friendly** , enabling seamless use across various departments with minimal support required. (54 reviews) - Users value the **robust automation** in Custify, enhancing collaboration and efficiency in customer success management. (48 reviews) - Users value the **seamless integration options** offered by Custify, enhancing their adaptability and data management capabilities. (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 note **missing features** like improved tracking, communication options, and documentation, limiting overall effectiveness of Custify. (29 reviews) - Users highlight the **limited email functionality** of Custify, noting the need for better tracking and reporting features. (20 reviews) - Users face **limited customization** options in Custify, hindering their ability to optimize the interface and data management. (20 reviews) - Users find the **learning curve steep** , making initial setup and understanding usage challenging for some businesses. (17 reviews) - Users find Custify's interface **not intuitive** , struggling with navigation, customizations, and overloaded settings. (17 reviews) - Users find the **steep learning curve** of Custify challenging, making it difficult to fully utilize its features. (16 reviews) - Users face **integration issues** that require additional technical knowledge and could benefit from more streamlined options. (14 reviews) - Difficult Reporting (12 reviews) - Difficult Setup (11 reviews) - Users find Custify's **limited features** frustrating, lacking essential options and requiring tedious setup for minimal results. (11 reviews) ## Custify Reviews ### 1. Great Customer Success Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2025 **What do you like best about Custify?** With Custify we found a great SaaS solution for our Customer Success Team enabling them to spend time with the Customers instead of finding and re-organizing data. Our Customer Success Team can now see which Customers require more attention (as example if they have a really low product usage or not using some functions at all) and which Customers are making use of our applications and are happy. Whenever we have needed help their Team was available within Slack and helped us out. **What do you dislike about Custify?** Sometimes I would wish that the user interface is a bit more intuitive but that might be my personal opinion. **What problems is Custify solving and how is that benefiting you?** We now have a great picture of our clients and the features that they are using within our software. We can upsell in the right moment and we can reduce churn by scheduling calls with our clients and explain them functions that they are not using at all (as example they didn’t know or didn’t understand). ### 2. Game Changing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Nate F. | Partner Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Custify?** The UI is simplistic and easy to learn. The implementation process was simple and our contact at Custify made the process simple. They also really listened to the feedback that was shared around improvements to the platform **What do you dislike about Custify?** There is nothing that I dislike about Custify at this moment **What problems is Custify solving and how is that benefiting you?** We were looking to have a all in one platform where we could track emails, conversations, meeting notes, and have an easy way to share it out with our clients. This software came up in our review of different companies and we went with it. It has allowed us to do all of these things and streamline our customer success process ### 3. Really useful - the wider team have been great. Andreea is extremely helpful in helping troubleshoot **Rating:** 4.5/5.0 stars **Reviewed by:** Jack O. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Custify?** The support team. The health scores. Automation of processes and oversight. Also the slack channel. **What do you dislike about Custify?** There are things with any software that could use improvement, but all in all my experience has been extremely positive with Custify. **What problems is Custify solving and how is that benefiting you?** Automation of emailing clients, highlighting at risk clients and giving oversight in general. Easy to use - countless integrations. The webinars are extremely useful. The emojis are a nice plus too and add to the overall aesthetic of the platform ### 4. Game-Changer for Our Partner Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** William K. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Custify?** The entire Custify team has been incredible to work with, the implementation process was very straightforward, the tool is easy to use, and the price point is very competitive for the feature set. Our Partner Success Team has gotten a ton of value from the platform over the past year! **What do you dislike about Custify?** Some areas for improvement include further automation, further customization, and more mobile-friendly access. **What problems is Custify solving and how is that benefiting you?** Custify has improved our team's productivity by centralizing information in a single platform. Our use of dashboards and playbooks help to improve our effectiveness, and being able to email clients directly from the platform is a huge win! ### 5. Easy to use CSP for daily use **Rating:** 5.0/5.0 stars **Reviewed by:** Kirill S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Custify?** Custify offers a great way to oversee the Customer Health (product engagement, product usage, renewals, upsell opportunities) and allows you to easily interact with Customers by using Playbooks as example. You can track customer data and CSM data with different dashboards allowing a easy visualization. **What do you dislike about Custify?** Sometimes you need a bit more technical knowledge for using the API or the support of the technical team. **What problems is Custify solving and how is that benefiting you?** In the past we didn’t have a centralized platform and we needed to collect the data ourselves from different systems. Now we have one single place where we can access all the data. This allows us to spent more time with the customers instead of collecting data. ### 6. A game-changing app for Customer Success – incredibly useful and effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Mariano C. | Customer Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2025 **What do you like best about Custify?** What I like most about Custify is its ability to integrate information from different sources, cross-reference it, and generate health scores that allow us to continuously monitor the health of our customers. **What do you dislike about Custify?** Not much, though I would appreciate a bit more flexibility when building dashboards, as the available chart options are somewhat limited. **What problems is Custify solving and how is that benefiting you?** Monitoring our clients through data from multiple platforms not only enhances visibility but also delivers added value to our sales team by uncovering upselling opportunities. ### 7. Straightforward Customer Success Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Custify?** The software is simple to use for most of the daily things we're doing in our Customer Success Team. The applicaton is super fast and we had a single down time so far. From getting access to the software until the first results it is going really fast. **What do you dislike about Custify?** The calendar/task sync between Gmail and Custify could be improved. Especially I would love if I could see all of my Custify tasks also in Gmail. **What problems is Custify solving and how is that benefiting you?** In the past I had a sheet on which I noted the Customers I should get in touch with and the purpose of it. Now I have everything available in a nice view and can even automate it or segment it by Customers that I should really get in touch with. Some of our health scores allow even churn predictions with boosted our revenue. ### 8. Custify helps build a solid CS foundation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Custify?** Quick access to real time insights on usage of our platform **What do you dislike about Custify?** I found that there's a certain learning curve to it, probably because of the way it has been set with our platform. **What problems is Custify solving and how is that benefiting you?** Keeping track of our user's engagement was difficult before Custify, now we have data on usage and it's easy to keep track of users during their lifecycle. ### 9. Best tool for CSM teams **Rating:** 5.0/5.0 stars **Reviewed by:** Tala F. | Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Custify?** We love the easy usability of Custify and the ease of implementation that is supported by their great team. We connected several other tools and our data warehouse that makes it easy to spot the right actions to take. Especially we like the visualizations in the dashboard and having a centralized platform instead of several sheets. **What do you dislike about Custify?** Some integrations require a bit more technical understanding or time from our development department such as the API but it is doable. **What problems is Custify solving and how is that benefiting you?** We have now a centralized platform where we have all our information in a single place. The information is provided via the API (data warehouse) and some other integrations. ### 10. Solid CS Platform for Growing Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Martin C. | Product Owner SAP B1, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Custify?** It's good to have the information centralized from different data sources to have more information at hand and not so segmented. From there, make decisions. **What do you dislike about Custify?** Some limitations around customization can hinder full scalability, but it's a matter of getting creative. **What problems is Custify solving and how is that benefiting you?** We have had some inquiries with support regarding data integrations and metric calculations, but we have been resolving them. ### 11. Essential for our Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Custify?** As a CSM, I have my customer portfolio health always visible. I'm using it daily for QBR meetings (both preparation and follow ups). Also, I'm collaborating via the portal with my key accounts, especially during their onboarding. The tool saves me several hours a day, as otherwise I would not have any overview about the health of my customers **What do you dislike about Custify?** Since I started using it a few months ago, I have not come across any major issues. Small things have all been solved very quickly by the outstanding support team (kudos!). **What problems is Custify solving and how is that benefiting you?** I manage my entire portfolio of customers, running QBR meetings, use several automations for proactive follow ups and check-ins with my customers. The health tracking, which is connected to our product and therefore represents how well the product is adopted is also a key functionality. ### 12. Simply the Best Customer Success Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Custify?** The intuitive user interface makes it easy to get started with Custify. They don't hide the main functions behind nested menus. Their team provides super support and integration help combined with state-of-the-art Customer Success insights. **What do you dislike about Custify?** For me the sync of the calendar could be a little bit improved to manage meetings more properly. **What problems is Custify solving and how is that benefiting you?** While we had different systems we've used for Customer Success we have now a centralized platform we are using for Customer Success. In the past we had our events in our local data warehouse and subscriptions in our CRM/ERP software. We didn't have metrics, health scores or the possibility of having playbooks since we couldn't combine the data. Now everything is working and we get a better overview of Customers. We've be able to reduce churn significantly. ### 13. Can't imagine to manage my customers without Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Custify?** I am depending on understanding our customer health before I go on any meeting with my customers - especially if they are still in their onboarding phase, however, it also helps me a lot for QBR meetings or other check ins. I like how I can manage my day with tasks, I always use the actionable task view. **What do you dislike about Custify?** To be honest, there is not really anything that I can say I dislike. It's a great CSP! **What problems is Custify solving and how is that benefiting you?** - I use it to understand product adoption for each of my customers. - I use Custify to understand the lifecycle stage of each of my customers - Reporting for my portfolio - Reporting for my management - Tasks management - Note taking ### 14. CSP for the next level **Rating:** 4.5/5.0 stars **Reviewed by:** Elena R. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Custify?** We've imlemented Custify in our day to day work in our Customer Success Management Team and got rid of all those sheets were we tracked customers. Now we get real time information from all our systems and can see if our customers are healthy or not. **What do you dislike about Custify?** The initial setup and implementation in our environment took quite some time and took some ressources from our development team. **What problems is Custify solving and how is that benefiting you?** We can see if our users make benefit of all our features and in case they are likely to churn we can avoid that by showing them all the features they are not yet using. ### 15. Most user friendly app for CSM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Custify?** I like that we can easily stay in touch with our customers with Notificatons, In-App Notificatons and the tracked events. **What do you dislike about Custify?** Some of the functions have just be moved to Settings and while the CSM UI is clean and intuitive the Settings section is a bit overloaded. **What problems is Custify solving and how is that benefiting you?** We migrated all our Customer related things to Custify since we wanted to automate the working with our data. We've nearly reached 100% like Event extraction and matching of the events to users. This helps to understand how and what our users are doing with our software. ### 16. Organized, efficient and easy to use Customer Success software **Rating:** 5.0/5.0 stars **Reviewed by:** Maggie M. | Partner Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Custify?** Custify's various health scores and global health scores are incredibly helpful to have to reference when managing various accounts. I really like how easy it is to take a look at where each account stands through these scores, it allows me to measure and act throughout an account's lifecycle more effectively. I also love the customer support and implementation process, having a Slack channel directly with Custify has been wonderful. The Slack integrations for various features are also nice. **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 recurring tasks feature and for tasks to be a bit more automated when adding to customer portals or pages. Often times I need to set up the same tasks at different points of the year for a customer and it can be tedious to create a new set every time or can look like a lot of tasks to the customer if I put them all out with various due dates. **What problems is Custify solving and how is that benefiting you?** Custify's various health scores and global health scores are incredibly helpful to have to reference when managing various accounts, it is also helpful to see my team member's accounts through this view. ### 17. Best CSP for day 2 day usage **Rating:** 5.0/5.0 stars **Reviewed by:** Merve S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Custify?** The best thing is that you can see all information you need for your daily work within a few clicks. You can build custom dashboards, use predefined dashboards or use visualizations in Customer 360 view. **What do you dislike about Custify?** Sometimes the API requires technical assistance from the developers and depending on the internal resources we have available it takes a bit. **What problems is Custify solving and how is that benefiting you?** In the past we've had different Excel files where we collected all the data as example renewals - now we have that all available in a single place - that's great and makes work so much easier. ### 18. The Secret to Our Customer Success! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Custify?** The combination of a simple to use product, simple integration with existing tools like Gmail and CRM makes it easy to get started with more professional Customer Success. **What do you dislike about Custify?** The help section could contain a bit more information and best use cases for Customer Success. **What problems is Custify solving and how is that benefiting you?** While we had a Customer Success Team since longer time (besides Account Management), we haven't had tools that we could use to handle our tasks. We've implemented Custify in our daily processes making it easier to access data and we can now make use of all the things we need such as Customer Segmentation, collection of NPS/CSAT scores, calculation of health scores. Besides collecting the information, we can extract them and discuss this within the team and our Managers. ### 19. Awesome Customer Success Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren B. | Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about Custify?** Custify has been such a fantastic tool for our team—it’s incredibly user-friendly and didn’t take long at all to get the hang of. The platform’s clean and intuitive design makes it easy to navigate, and I really appreciate how simple the reports and dashboards are to read and interpret. One of the standout features for me is the health scoring. It gives us clear, actionable insights into how our customers are doing, which helps us identify and address any potential issues before they become problems. It’s been a huge help in keeping our customers happy and engaged. The playbooks have also been a game-changer. We’ve used them for everything from onboarding workflows to check-in reminders, and they’ve allowed us to scale our processes in ways that just weren’t possible before. It saves us so much time while ensuring no customer slips through the cracks. Overall, Custify has made a noticeable difference in how we manage customer success. It’s streamlined our workflows, given us better visibility into our customers’ journeys, and helped us focus on what matters most—building strong relationships with our clients. **What do you dislike about Custify?** Can’t say there’s anything I dislike about Custify—it’s been great overall! That said, I would really love to see a mobile app. It would be so helpful to check in on customers while on the go. It currently doesn’t adjust to smaller screen sizes, so a mobile version would make things much more convenient. **What problems is Custify solving and how is that benefiting you?** Custify helps me keep track of customer health and check-ins, understand customer behaviour, and spot potential churn risks early. This saves time and makes it easier to stay on top of my customers. ### 20. Custify Transformed Our CS Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Custify?** Since implementing Custify we've gained incredible visibility into our customer base. The real-time health scores are nice, they give us an immediate pulse on where each account stands. **What do you dislike about Custify?** One area that could use some improvement is the Email templates. The tagging feature is good but categories such as Newsletters, Renewal Reminders and so on would be great. **What problems is Custify solving and how is that benefiting you?** Before we had implemented Custify, we haven't had the whole picture of our data. Now we have all connected to Custify (CRM, Support Tickets, EMail, Chat) and can clearly see product usage, engangement with our solutions and now, that is the great part, easily identify customers at-risk, use upsell opportunities and reach out to Customers with far more precision. ### 21. Fantastic Feature Set and Great Customer Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Danny K. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2023 **What do you like best 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 segmentation, playbooks, healthscores, and tasks, it makes it easy for me to successfully manage all of my customers. I can easily edit a segment of my customers, update my playbooks and generate a timely email to all my customers so they receive timely and strategic communication from me. Custify helps me make sure I do my job well. Also, with the tasks feature in custify, it helps me make sure I am on task with my customers. The integrations custify offers helps me make sure I am reaching out to my customers at crucial periods of time. Beyond all the valuable features Custify offers, their customer support team is top notch and always willing and able to help out and provide support. **What do you dislike about Custify?** While Custify does have a help center that has a ton of helpful and useful articles that help you learn their features, I would love if Custify offered in-app tooltips or walkthroughs when I need them. For instance, there are some features custify offers that I am hesitant to activate just because I do not know how to fully use them or don't understand them. I would really like it if while I was in the application there was some sort of automated walkthrough with pop-ups that display on screen to push me or encourage me to use these features I am not using. It would make me feel more comfortable and motivate me to activate these features I am not using. They do have a lot of features, so it is a little intimidating and I think offering a walkthrough on screen would be super beneficial. **What problems is Custify solving and how is that benefiting you?** I have a lot of customers and Custify makes it easy to help me manage all of them. With the features Custify offers, it helps automate my job and make sure I am on top of all my tasks and outreach I have to do with all my customers. For example, with the "Tasks" feature, I can set a reminder for myself with a date to ensure I don't miss out on an important outreach or check-in to my customers. At the end of the day, Custify benefits me by making sure I don't leave my customers hanging. ### 22. Custify's user friendly platform has helped us improve customer success analysis **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Custify?** Custify has been great for providing a user-friendly platform for our company to better evaluate customer success. While more advanced that our previous tool, it is easy to use and provides great features like custom metrics and health scores! **What do you dislike about Custify?** The initial implementation was a bit tricky and theres a bit left to be desired with some of the 3rd party integrations, but Custify's customer support team was very responsive and helpful. **What problems is Custify solving and how is that benefiting you?** In the past, our customer data has lived in various locations and we used several different tools. Custify has provided a platform where all tools can live. In addition, Custify's advanced metrics have helped provide greater insight than we previously had. ### 23. The Perfect Blend of Scalability and Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Caterina T. | Customer Growth Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Custify?** With Custify, we’ve built a scalable customer journey that truly delivers. Lifecycles provide precise insights into customer status, and the Task Management feature helps keep our team organized. Playbooks offer a clear framework for excellence, while integrations, like those via Make, enable exciting automation possibilities. What’s more, the bidirectional integration with other sales tools ensures seamless collaboration. Call documentation through relevant interfaces is also a great feature, and surveys like CSAT are another highlight that adds real value. Custify has truly become an indispensable tool for us! **What do you dislike about Custify?** What could be improved? Only a few minor points: for instance, I’d love to see customizable views for individuals in the People section within the Company view. **What problems is Custify solving and how is that benefiting you?** My job is to create upsells and customer growth. Due to the right key metrics, which I can manage in Custify, I always have the guarantee to find the right customers to generate growth. ### 24. Great day to day software for Customer Success Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Angela H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Custify?** Easy to use and all information quickly available. The dashboards can be build as you need and with all events from all other software available you can build great rules to see if the customer is healthy or not. **What do you dislike about Custify?** Sometimes it is a bit difficult to understand all the events together coming in but thanks to their great team we've managed to build great rules. **What problems is Custify solving and how is that benefiting you?** We benefit from one centralized platform when using Custify and do not need to get all our events across different products. That saves time that we can spend with our customers. ### 25. Following Detailed Notes via Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Arda K. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best 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 to check the information Their customer support team is always open to communicate, so if there is something going wrong, you can feel free to contact with them **What do you dislike about Custify?** Export feature would be beneficial to download all details shared with Custify **What problems is Custify solving and how is that benefiting you?** All meetings require taking notes, so all these materials need to be collected in one platform. Custify really help us to organize our notes and see what will be our next step ### 26. Great Customer Success Plattform **Rating:** 4.5/5.0 stars **Reviewed by:** Felix S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Custify?** The UI is intuitive, that means that you can start quickly and get your things done. For us, working not directly with the customer but overseaing all business stuff is easy with the Dashboard feature. **What do you dislike about Custify?** Sometimes the export of data i.e. CSV or XLSX data for other systems we have could be a bit more intuitive. **What problems is Custify solving and how is that benefiting you?** We oversee the status of our customers (like expiration, features of our product they are using) and get indicators when the perfect moment is to reach out to our Customers. ### 27. Tool to streamline your customer success processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Custify?** They offer a great tool to streamline all the customer success proccesses within one central place. Besides having metrics, playbooks and so on you can also get in touch with your customers and get their feedback and their CSAT and NPS. **What do you dislike about Custify?** Sometimes more customization within the web ui would be nice such as custom tables. **What problems is Custify solving and how is that benefiting you?** Having worked with different tools and solutions, Custify is solving our issue to have one single sources of truth. We have now a centralized place were we have renewals, communication, revenue (or all financials) in place, now everything is transparent to anyone making it better for the whole team. ### 28. My favorite Customer Success Plattform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Custify?** The intuitive UI is great, you can reach all needed functions with just a few clicks. This, together with the simplified approach helps to get things done without spending to much time to understand it. **What do you dislike about Custify?** Some of the functions are behind nested menues making it more difficult to reach them or to remember them. **What problems is Custify solving and how is that benefiting you?** We track all of our clients within Custify and analyze the behavior of them in our applications. This helps us to identify clients that need more attention (more likely to Churn) and clients that are healthy (continue within their contract). This assures that our revenue stream is growing without losing customers. ### 29. Custify for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Jisha Jose T. | Manager, Customer Success, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2024 **What do you like best about Custify?** Detailed health scoring, which helps us to prioritize clients who may need extra attention or who are most likely to grow. This scoring is adjustable. It is integrated seamlessly with our Platform making it easy to centralize customer data. Ideal for a single view of customer information across various platforms, reducing silos and enabling better insights. As it offers centralized customer data, it is frequently used for routine tasks, such as follow-ups, onboarding steps, and renewal reminders. The implementation was very easy as they offer amazing support. **What do you dislike about Custify?** Nothing I can think as of now, the platform is doing it's job pretty well so far and we are happy with the Outcome. **What problems is Custify solving and how is that benefiting you?** Reducing Customer Churn: Custify’s health scoring and proactive alerts make it easy to identify at-risk customers. Enhancing Onboarding and Adoption: Custify’s automation workflows are a big advantage for customer onboarding. Step-by-step onboarding processes, automated check-ins, and educational touchpoints that guide customers through using the product effectively. This leads to better adoption and satisfaction, which are critical for long-term retention. ### 30. Great CSP Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Custify?** I really like the intuitive user interface and that you can easily reach all major functions within the software. The support in Slack they provide is great and helpful and fast responding. **What do you dislike about Custify?** The dashboards could be enhanced with a presentation mode so that you can directly present from Custify. **What problems is Custify solving and how is that benefiting you?** We collect data, check if clients are healthy or not (depending on events such as login to our application) and usage of features. If we spot users that are no longer using features of our software or don't leverage some features at all we can proactively trigger playbooks and get in touch with them. ### 31. Helped our Customer Success Team to reduce churn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Custify?** Custify helped our Customer Success Team with a better onboarding of our customers, tracking events and usage. This made our sales processes even easier. **What do you dislike about Custify?** Some of the integration require advanced technical skills and in house development ressources in order to really get events. **What problems is Custify solving and how is that benefiting you?** We now collect all of our data in a single place, this makes it possible to react faster and ensures that we reach out to the right people at the right time. Now we can schedule renewal E-Mails at the right time and if product usage is high. This ensures that there is more will to renew our subscriptions. ### 32. The team listen to my needs and it is easy to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan T. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Custify?** Setting up playbooks to automatically contact our users has been straightforward. Creating niche segments to pull customers and contact them with the correct information has also been extremely easy. **What do you dislike about Custify?** Sometimes there is a lack of functionality, but the team is happy to listen to our needs and try to incorporate this into their roadmap. While the playbooks are east to setup, as they grow, they can be quite hard to see and follow on-screen due to how they are displayed. **What problems is Custify solving and how is that benefiting you?** Custify has just bought out integration with Intercom and Stripe. My company already used both of these pieces of software before using Custify, so it is good to see they are integrating with other large SAAS businesses. This allows us to be more efficient with our work and day-to-day operations. ### 33. A good Customer Success platform for large customer base **Rating:** 4.5/5.0 stars **Reviewed by:** Amith S. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2024 **What do you like best about Custify?** Their customer portal is a game changer, it will make it easy for us to talk to the customer along with data for Quarter/half-yearly business reviews. Implementation of this tool for our large customer bases was easy and fast. We are using this daily across our customer success team and auto trigger of tasks for individual CSM is very useful. **What do you dislike about Custify?** Dashboards are not that advanced, they could have been visually better and easy to configure. **What problems is Custify solving and how is that benefiting you?** Custify is helping us bring the data of our large customer base into one platform. It help us to manage the health scores and guides the CSM to focus on the areas/clients who needs attention. Overall our main focus is to reduce churn with an early warning system in place with Custify. ### 34. Helpful to organize data and daily tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Custify?** Custify is a software that has helped me to organize my daily tasks and the data within our company. **What do you dislike about Custify?** Even if the Web Interface is pretty clear and straight forward, some of the functions require additional clicks. **What problems is Custify solving and how is that benefiting you?** I've been using task lists for my daily tasks which can be now handled within Custify. Thanks to the Customer 360 degree view, I have all information and the tasks in a single place and I can help and support the customers rather than checking in my manual lists what I should do. ### 35. Great for managing account details! **Rating:** 4.5/5.0 stars **Reviewed by:** Robbie H. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2024 **What do you like best about Custify?** Our teams use it to keep up on the status and details of our clients. I'm newer to the product with this new company but have really appreciated how easily I can see the details that matter and how quickly I can do a deep dive on details to prep for calls or QBR's. **What do you dislike about Custify?** The only issue I have encountered is logging in at times. I'm a newer user with my company and its hard to remember which login is Microsoft and which is google and sometimes I get locked out not using the right SSO iitially becuse it defaults to the wrong one I chose initially EVEN if I use the "back to login" button. **What problems is Custify solving and how is that benefiting you?** All CSM's need to forecast, understand and update client details, and create visibility with leadership on those things and Custify helps us do that. ### 36. Technical onboarding specialist **Rating:** 4.0/5.0 stars **Reviewed by:** Priyadarshini S. | technical onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Custify?** It has been structured properly and efficiently organized **What do you dislike about Custify?** It appears a bit unorganized at the moment. **What problems is Custify solving and how is that benefiting you?** Sending email, putting them in the lifecycles ### 37. Single dashboard view with tremendous Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Rishabh T. | Senior Event Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2023 **What do you like best about Custify?** To handle multiple clients, impactful data insights with CTAs are a boon for customer success POD and that is something I love about Custify. **What do you dislike about Custify?** Nothing as of now. Custify helps me a lot in managing my projects. **What problems is Custify solving and how is that benefiting you?** To get important details, current status, and pending tasks on my accounts. In order to streamline the process, and be updated with CTAs it is important to be a single click away from your accounts and that is where Custify helps. The various segments like Customers, tasks, and email notifications to see the last email done within your organization help me to stay updated. ### 38. Does everything you need it to! **Rating:** 4.5/5.0 stars **Reviewed by:** Devon D. | Demand Generation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Custify?** As a marketer, it's an incredibly easy platform to navigate thanks to its simple UI. It's also quite powerful and acts as a source of truth for our platform usage as we have the integration switched on with Intercom. **What do you dislike about Custify?** If I had to nit-pick, it would be that features/functionalities are sometimes hard to find as I'm not in here every day like our CS team is - it's probably a side effect of the minimalistic UI! **What problems is Custify solving and how is that benefiting you?** We're using it to consult our data and identify platform usage, which is playing a huge role in the primary research we're publishing as content on the website. It's been a staple in understanding how activated and engaged out customers really are. ### 39. Agile visualization **Rating:** 5.0/5.0 stars **Reviewed by:** Virginia R. | CPO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2025 **What do you like best about Custify?** Agile visualization of key customer data **What do you dislike about Custify?** It can improve the ease of configuration **What problems is Custify solving and how is that benefiting you?** Visualization of a panel with strategic data for our strategic clients allows us to quickly identify where to provide greater service. ### 40. A SaaSy CS Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Nate R. | Senior Customer Success Manager, North America, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Custify?** As a company focused on delivering innovative learning solutions, we are always on the lookout for tools that can streamline our operations and enhance our customer experience. Custify has been a game-changer in this regard. The platform's user-friendly interface and powerful features have allowed us to gain valuable insights into our customer base. By leveraging tools like Healthscore and NPS, we're able to proactively identify potential issues and take steps to improve customer satisfaction. **What do you dislike about Custify?** There are some features (like logging specific customer interactions) that I wish were built-in to the platform rather than us having to generate oursevles. **What problems is Custify solving and how is that benefiting you?** helping us to deliver exceptional customer service and drive business growth. ### 41. Straightforward approach to Customer Success software **Rating:** 3.5/5.0 stars **Reviewed by:** Blake M. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Custify?** It's simple. Folks usually say that about software they like, but honestly, Custify is simple to use for most of the daily things you need to do as a CSM. It didn't take my team long at all to get up to speed and using the product effectively. **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 integrations for us Custify client users. The API seems nice, but I'm not a big fan of the existing Gmail extension. And something to sync with my calendar/task system better would be great too. **What problems is Custify solving and how is that benefiting you?** Actionable data about our customer book at the hands of the right people! ### 42. Great for Scaling Customer Success **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Custify?** - The automation capabilities, that help reduce manual tasks - The health scores and segmentation features **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. **What problems is Custify solving and how is that benefiting you?** Our biggest challenge is organizing client information in a meaningful way that's easily accessible to everyone in the company. Custify helps keep everything structured internally while ensuring key teams can access the data they need. ### 43. Has helped our Customer Success Team significantly with reducing churn **Rating:** 4.5/5.0 stars **Reviewed by:** Justine B. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **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. **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. **What problems is Custify solving and how is that benefiting you?** Tracking Customer usage with the end result to reduce churn, easy onboardings. ### 44. A Must-Have Tool for CS Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Nurcin T. | Customer Engagement Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **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. **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. **What problems is Custify solving and how is that benefiting you?** As Customer Success teams, we need to have a full understanding of customer information : the contract, the operational tasks, activeness, platform usage, meetings, emails, health scores and many more. Custify is helping us to integrate any customer information or task in a single place. Morevoer, the reminders, playbooks and automations are decreaseing our operational workload. ### 45. Custify makes Customer handling easy **Rating:** 5.0/5.0 stars **Reviewed by:** Prakash D. | Event Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **What do you like best about Custify?** The ability to add relevant information for quick check, ability to see communications via emails **What do you dislike about Custify?** Nothing to dislike as such. Just little more intuitiveness and innovation is always appreciated **What problems is Custify solving and how is that benefiting you?** Not having to look at the data at multiple places. Ability to reduce documentation and bring everything under one roof. ### 46. Custify has helped us organize and track the progress of our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Ariel Z. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **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. **What do you dislike about Custify?** The tracking emails feature could be improved. Currently, we don't see whether an email sent was read. **What problems is Custify solving and how is that benefiting you?** It helps us have all the information of our clients in one place and see how healthy they are in terms of product usage and adoption. ### 47. Not perfect... but close **Rating:** 4.5/5.0 stars **Reviewed by:** John S. | Customer Success Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2024 **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. **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. **What problems is Custify solving and how is that benefiting you?** We primarily use Custify to monitor our global customer health. Custify enables us to get very granular with the data that we're looking for and run campaigns against (or supporting) that data. ### 48. Custify has help us gauge customer adoption **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **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. **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. **What problems is Custify solving and how is that benefiting you?** Customer adoption. Catching low usage and allowing time to help our customers with adoption before the customer churns. ### 49. Pretty good, I still have lots of work to do to make the most of it though **Rating:** 3.5/5.0 stars **Reviewed by:** Jordan B. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **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. **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. **What problems is Custify solving and how is that benefiting you?** Its mostly keeping me on track with customer follow ups and not letting things slip through the cracks. ### 50. Custify review **Rating:** 5.0/5.0 stars **Reviewed by:** Kev R. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about Custify?** Flexibility and customer success services. **What do you dislike about Custify?** I wouldn't say I dislike, but it's very poweful and therefore the possibilities are endless. **What problems is Custify solving and how is that benefiting you?** Allows us to communicate effectiely with our customers at scale. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+05%3A46%3A57+-0500&secure%5Bsession_id%5D=74cd0341-d0d9-4543-9f96-efc04327f25b&secure%5Btoken%5D=70b08c683299061d0b0dd29a3e2f05df40329cd39e38ccb3c0a3d53d946328ca&format=llm_user) ## Custify Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 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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 - 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