--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 513 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: 513 scale: '5' date_modified: '2026-07-14' 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:** 513 ## 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. I really like Custify, it always has many updates, what I like the most are the playbooks. **Rating:** 5.0/5.0 stars **Reviewed by:** Juliana C. | CS ops, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Custify?** I like the playbooks and AI notes! There are many updates. **What do you dislike about Custify?** I have difficulties in assembling some reports and integrations. **What problems is Custify solving and how is that benefiting you?** Engagement, health score, tasks, time optimization ### 2. useful for tracking the customer experience and monitoring success **Rating:** 3.5/5.0 stars **Reviewed by:** Hannah W. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Custify?** I like the playbooks to automate comminication with customers - it saves a lot of time tracking where customers have gotten to in their lifecycle. **What do you dislike about Custify?** I'd like more specific measurables around health scoring - at the moment its very person dependant as to their perception. **What problems is Custify solving and how is that benefiting you?** The playbooks allow us to contact customers at specific points in thier lifecycle regardless of how many customers we're managing. ### 3. Custify Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** LIsa R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Custify?** I like how intuitive it is. This a perfect integration to Hubspot for CRM because Hubspot is a terrible CRM. I like the simplicity of the metrics. Some systems over complicate that. **What do you dislike about Custify?** For context: My experience is primarily with Salseforce. My expectations are pretty high for in terms of CRMs, as Salesforce is considered the platinum standard for CRMs. I would not say there is anything I dislike, I think its actually pretty great. I think there is room for improvement to compete with larger CRM's. Overall, its good. I think when we are deciding where to improve, sometime we sacrifice good to be great. This is a good solid CRM on its way to being great. This is my list of improvment that will vastley help the user experience and put Custify on track to compete with larger CRMs : >Unable to drag and drop from download in my Google browser >Formatting issues when sending out emails to multiple users in the B2B org: - It changes to differnt gradients of your grey through out the email body if email is edited. - When copy and pasting an email I use frequently from my notes, It completely re-formats the body of the email if the email contains bullet points: The copy is coming from a neutral notebook with no formatting inbeded. - It re-formats the entire body of the email if I make any individual updates in the body of the email specifi to that user. >Limited attachemnts to only 10 or limited sizing parameters. When sending emails out of queue there should be a option to click all and send or click muliples and send out. Currently the only option is to select emails for removal. When sending out large amounts that may need to be checked for formatting and once confirmed correct its arduous to send out one at a time. This is a separate issue from Approving/Never/Always options. >Approving/Never/Always -this could be a blocker for CSM teams that dont have backend access to change in their settings. I personally do not think this is valuable feature since most teams use an automated email system with templates leadership sets up for the team to use. I am getting ready to do that for our team, so maybe I will find it useful, but I doubt it. **What problems is Custify solving and how is that benefiting you?** Its forcing Medality to understand that Hubspot is horrible for B2B CSM best practices. Hubspot is fine for marketing inbound support, and occasionally B2C best practices. Since facilitating the move over to Custify, I am able to show them why we work exclusivly out of a CRM. I am able to show them current and correct metrics through utilizing only Custify. ### 4. Love the Customer Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Custify?** The Customer Portal is so easy to create and share it makes colaboration easy!! **What do you dislike about Custify?** They could use a few more features and a more user friendly dashboard to assist with a wholistic view of the entire customer base. **What problems is Custify solving and how is that benefiting you?** Custify helps us to see the customer health score and usage of the subscriptions we sell. We also use it for tracking onboarding tasks ### 5. Excellent Customer Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2025 **What do you like best about Custify?** Ability to customize health scoring, templates, playbooks and workflows. Also love the customer portals. **What do you dislike about Custify?** The time zone difference is what stands out the most. **What problems is Custify solving and how is that benefiting you?** Managing our customer onboarding and adoption. ### 6. Helpful tool to keep an eye on your customer portfolio **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Custify?** Custify has helped me keep track of customer developments and tasks along the onboarding and adoption journey. Especially while working with large portfolios it allowed me not to lose myself in the many parallel customer interactions. **What do you dislike about Custify?** Subjective view but the UI could be more modern and visually pleasing. **What problems is Custify solving and how is that benefiting you?** Keeping track of customer onboardings and adoption metrics. ### 7. All in one timesaver for CSM :) **Rating:** 4.5/5.0 stars **Reviewed by:** Katarzyna M. | Customer Success Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Custify?** 360-Degree View: Get the full scoop on your customers' world. Easy Automation: No more grunt work – set it and forget it. Seamless Integration: Plays well with lots of already-used tools. API Integration: For those who like to customize their setup. Custify CS: always there when I need them, they are amazingly helpful, they appreciate any feedback and use it wisely to grow :) **What do you dislike about Custify?** Perhaps improve the interface's UX for more clarity, but it doesn't hinder usability. No adjustments can be made to historical data once it has been recorded, even though there are cases where it would be beneficial.. **What problems is Custify solving and how is that benefiting you?** Huge Timesaver - helps automate or semi automate repetable processes. Also having all client data in one source of truth ### 8. Reliable Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Chuck W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Custify?** What I like most about Custify is that you can make a small CS team (For example, I am a 'Dept. of one' type of idea) seem much larger, if you set the CRM up properly. Coming from Vitally, we were/are also frequently impressed by Custify because it JUST WORKS. In addition, the customer service is awesome. We are in a very different time zone from Custify, but it has never hindered how helpful they are. **What do you dislike about Custify?** Custify definitely has a learning curve Sometimes the navigation required inside the CRM to perform certain tasks can take too many clicks to get where you need to go Some features I do not use because they still don't make sense to me despite explanation, but it doesn't hinder the product. I am probably just missing out. **What problems is Custify solving and how is that benefiting you?** We had a problem with reaching out to clients on a frequent basis and generally keeping in touch. When the idea came up to implement automated email campaigns for segmented parts of our customer population, the process inside of Custify to do so took me no more than an afternoon to build inside of a playbook. I was able to make the 500 customers I manage feel like I was that much more available and it definitelty has a positive effect on churn. ### 9. Reliable Tool for CS Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Kutay Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Custify?** Best thing about Custify is the team. They are always there when you need them, and they take feedback very seriously. We had some unique use-cases and they were able to develop the tool around our requests. The tool is reliable and it just works. Integration was simply singing into different platforms and it collecs all the communication and CRM data. Easy to set up automations and slack notifications. Health-scoring is very flexiable. **What do you dislike about Custify?** Custify's reporting section is easy to use as well, however it requires timely CRM updates which effects its flexibility. For example if a customer is churned, it needs to be updated on CRM on the day of churn, not later, to keep the reporting correct. You cannot update these dates. This is not a problem for us because we use Salesforce's reporting for all the teams. I would also have a few more words about CRM integration but they improved a lot on that side lately. **What problems is Custify solving and how is that benefiting you?** We combine all the post-sale data of a customer in this single plaform. We use health scores to predict churns. We use NPS for feedback ### 10. On a way to operationalize Customer Success **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Custify?** It has clear structure and the modules are easily found. **What do you dislike about Custify?** I've been struggiling to properly set up visual representation of the data. **What problems is Custify solving and how is that benefiting you?** Oprationalizing Customer Success. ### 11. Excellent Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Gerrlane G. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2024 **What do you like best about Custify?** Their support is amazing! Our CSM, Giorgiana Ianole, is incredibly helpful and knowledgeable. I also appreciate their openness to feedback and suggestions. **What do you dislike about Custify?** I can't think of a downside right now, but I would like to see more automations and possibly AI-powered features to provide deeper insights into the customer's journey. **What problems is Custify solving and how is that benefiting you?** Custify is helping us streamline our customer success processes, ensuring we stay on top of customer interactions and proactively address issues. ### 12. Awesome tool for customer visibility and automations **Rating:** 5.0/5.0 stars **Reviewed by:** Corey Z. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Custify?** Before Custify, it was hard to keep track of all our customers. Now, we have a centralized source of knowledge about our customers. They also have amazing support. They created a slack channel for us where I can ask them anything. Implementation was very straightforward. **What do you dislike about Custify?** I'd like to see more AI in the future around health scores (churn predictions) **What problems is Custify solving and how is that benefiting you?** Had a lack of customer organization ### 13. Great developer experience and API **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Custify?** As a software engineer, I was tasked with integrating our platform with custify to get insights on our customers. I can't speak to the product itself since it's outside my remit, but the developer experience is very good, and the API documentation is excellent - it was really easy to get data into the platform. **What do you dislike about Custify?** I didn't have any negative experiences while integrating with the product. **What problems is Custify solving and how is that benefiting you?** Client health/insights ### 14. Great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about Custify?** My CSM is always there and responds asap **What do you dislike about Custify?** Can be slow, especially when filtering reports / users **What problems is Custify solving and how is that benefiting you?** Customer healthscoring ### 15. Very good CS-Tool which is GDPR-Compliant **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher W. | General Manager Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Custify?** GDPR-Compliant, Good Customer Service and Support and smooth Sales-Process, Fair Pricing, Easy Implementation (took us just about 6 hours to get everything syn ced and easy Integration in pur processes! **What do you dislike about Custify?** Seemless-E-Mail Integration to Hubspot is missing. **What problems is Custify solving and how is that benefiting you?** To see calculated Custumer-Usage-Data, Have data-based touchpoints and giving cusotmers a white-glove-approach. ### 16. A complete platform to track Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Leticia O. | Customer Engagement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Custify?** Custify is user friendly platform that helps our CS team tracking customers' health on daily basis. We are able to see almost full information from each of our and manage them easily, which allow us take quick actions accordingly to their status. **What do you dislike about Custify?** We have been always suported and listened by the customer support team every time we encounter something unusual on the platform. **What problems is Custify solving and how is that benefiting you?** Custify help us to have all our customers information and status in a single tool and it makes ou lives as CSMs much better! ### 17. Great metrics for Product Managers Too **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about Custify?** Ability to send events from our product to Custify and have them roll up at customer level and be used in dashboards to track things such as DAU/MAU, license utilization, and more. **What do you dislike about Custify?** To recalculate new metrics back in time it is necessary to contact support. **What problems is Custify solving and how is that benefiting you?** User onboarding. Sending events to help automate the movement of the customer during their journey and uncoiver stuck customers. ### 18. Easy compact tool for CSM **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Custify?** Clarity and lots of different features I'd never thought I needed until I started to work with Custify. Also, It's easy to use on a daily basis. I have a window with Custify open all working day. **What do you dislike about Custify?** The only thing sometimes I need to wait some time for my account to be updated (when I use some templates, tasks, etc.) **What problems is Custify solving and how is that benefiting you?** I've got all of the information about my clients in one place and at one click. ### 19. Exellent platfom **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Custify?** A great all round platform that enables full visibility and analysis of our customers across the business, we rely on Custify daily. Very good automation. **What do you dislike about Custify?** We have had a few issues with delayed emails, however the support team have been very responsive and got these sorted quickly! **What problems is Custify solving and how is that benefiting you?** Able to have visibility across the business of our customers, and automation to save time and ensure that we are providing the best service to our customers. ### 20. Great CSM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** simone d. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Custify?** Custify excels in providing a holistic view of customer interactions. The most helpful feature is the ability to tailor customer success strategies based on real-time data. The upsides are robust automation, comprehensive customer profiles, and effective lifecycle management. **What do you dislike about Custify?** Primarily content, some minor adjustments possible. **What problems is Custify solving and how is that benefiting you?** One of them is, Custify enables us gather the data that we're looking for, which is key ### 21. Great Tool for Client Services Team **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlyn C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Custify?** What I like most about Custify is its powerful automation capabilities. What’s most helpful is the predictive analytics that help foresee customer churn. The upsides of using Custify include efficient task management, insightful customer success playbooks, and seamless integrations. **What do you dislike about Custify?** Positive sentiment, minor tweaks desirable & auto-save function for notes **What problems is Custify solving and how is that benefiting you?** Ensures all client comms and details are stored in one please ### 22. Custify is nice to stay organized with your customers, as a team. **Rating:** 4.5/5.0 stars **Reviewed by:** Bengi D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Custify?** I like the ability to set workflows (playbooks) to automize getting noticed and automize tasks. **What do you dislike about Custify?** Overall, not much, but having more options regarding playbooks, eg. playbooks regarding healthscores could be nice. **What problems is Custify solving and how is that benefiting you?** Custify helps me to organize my customers by various attributes, assign myself and my customers tasks, set up alerts for important metrics, and let me communicate with & report to my team lead easier by leaving notes and tasks on my customers' profiles. ### 23. Custify changes the CSM's world! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Custify?** The most helpful is to have all data in one place. Many different integrations that are easy to set up without developer support. Custify just make things much easier - you do not have to remember about tens or hundreds of tasks - Custify will remind you what to do in a proper moment. It helps also to work based on the same standards and processes for defined client groups. You will just save your time thanks to automatic emails which can be sent to chosen companies or users. I am really happy that Custify is the only source of data about my clients and I do not have to check or join data from several Excel files. :D I use it every day. I also appreciate the support we received during implementation. We always received an answer for our requests and some features were added to the Custify tool. **What do you dislike about Custify?** I tried to find something to write in this section but... I did not find even one small reason to dislike Custify. **What problems is Custify solving and how is that benefiting you?** - different client segmentation - easy search of any data related to the clients; everything is in one place ### 24. Comprehensive CSM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Chris R. | CRM Development and Lead Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Custify?** The most helpful aspect is the automated alerts for customer health changes. The upsides of using Custify are its intuitive user interface, powerful segmentation tools, and robust reporting capabilities. **What do you dislike about Custify?** Positive overall, minor adjustments suggested. **What problems is Custify solving and how is that benefiting you?** In my role as CRM consultant at Social Places, I appreciate the alerts in regard to customer health changes. Identifying any challenges our clients are experiencing and advising on various solutions to explore is made simpler using Custify. The intuitive user interface and segmentation tools are great, and I monitor reporting data to determine next steps for our clients. ### 25. Allowing CSMs to work proactively! **Rating:** 4.0/5.0 stars **Reviewed by:** Emma S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Custify?** The Custify health scores have had the biggest impact on our CS team so far, allowing them to prioritise their time with the clients that need it most, and drill down into the stats to provide tailored advice on how to get more value! The service we've received from the Custify team has also been fabulous from our first demo, righ through to now. They're lovely to work with, respond promptly and act on feedback quickly too! **What do you dislike about Custify?** I don't enjoy the email flow through Custify, so often find myself using Gmail instead, and the UI in some places could be improved. **What problems is Custify solving and how is that benefiting you?** Custify has allowed us to transition away from a reactive service to a proactive service, while allowing our QBRs and touchpoints to be more informative and valuable for the client. The customer views on Custify have also been incredibly valuable for me, being able to group and filter clients by a large variety of attributes. ### 26. Great tool to streamline CS processes and measure customer health **Rating:** 4.0/5.0 stars **Reviewed by:** Elena M. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Custify?** Long list of integrations covering most of the systems we're working with. Very flexible to adapt to existing processes and make them more efficient with playbooks/ lifecycles. The Health Score feature has been a massive value add for us and it's flexible enough to support our outcome based customer health scoring which is quite complex. Can't fault the support we have received from Giorgiana and the team! Super responsive and always happy to answer questions, offer advice and come up with workarounds if needed. **What do you dislike about Custify?** Technical implementation has required a lot of effort on our end. Complexity of the system means it takes quite a long time to really become proficient with all the features. The email modal needs improvement: we're still going back and forth between using Custify and our email provider. Custify can be a little bit unreliable at times with bugs and pulling updates from other systems can take quite long slwoing down our processes (e.g. new client setup) **What problems is Custify solving and how is that benefiting you?** Client information was spread accross a range of different systems and getting an overview of the customer's usage, challenges, issues, touchpoints or the relationship has been a time consuming process which lacked consistency in the past. We were also much more reactive and often only realised issues too late. Custify has helped us prevent things from falling through the cracks by showing all customer related information in one place. Custify is also supporting the alignment betwen different internal departments like CS & Sales, CS & Support. The Health Scores and playbooks allow us to identify issues early and initiate corrective action before things excalate. We have become much more proactive in driving value to customers. ### 27. I would recommend Custify to others who have the same line of work as myself **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Custify?** It keeps me very organized with all my clients who have a lot of info that needs to be stored. The notes, tasks, and communication aspects are all very helpful and easy to use. I use this platform every day and it makes it easy to find client info that I need. **What do you dislike about Custify?** Sometimes an important task pulled from our backend software will appear a day late and be marked as overdue. I'm not sure if that is an issue on our end or Cusitfy's. **What problems is Custify solving and how is that benefiting you?** The problem that Cusitfy is solving is that I would be a lot more disorganized and mentally scattered if I didn't have a majority of my notes and tasks all in one place. This keeps me a lot more organized and easy to pull up info quickly during meetings. ### 28. Highly customizable product, a user interface that is enjoyable to use, and an outstanding CS team **Rating:** 5.0/5.0 stars **Reviewed by:** Johannes D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Custify?** High degree of flexibility and customization **What do you dislike about Custify?** To find the best possible setup some time and iteration is needed. It's not an out of the box solution which works perfectly after 2 weeks **What problems is Custify solving and how is that benefiting you?** Everything about a customer in one place, transparency about product usage data -> peace of mind. Automations like notifications, communications (e.g. product newsletter) -> save tie. Customer segmentations -> better unstand and manage customers ### 29. Making life easier for CSM Teams! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2024 **What do you like best about Custify?** Most helpful thing are the playbooks. Automations are simply neccesary when you have a large number of clients. Custify makes it easier to control the processes and make sure the clients have good health scores and are satisfied. It's great that it's east to integrate with different platforms - in our case Jira. I use the tool every day to check the current status of tasks. **What do you dislike about Custify?** Would probably be easier to use if we had templates - ready to use and implement. **What problems is Custify solving and how is that benefiting you?** Custify is solving issues like monitoring Customer Health Scores, making automations easier, tracking the process way more efficiently. Without it with such a scale of customers we would be lost. ### 30. Great software, receptive company - (paid review) **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Custify?** The super helpful ui/aggregation of tasks! **What do you dislike about Custify?** I think most of the problems are on our side as we're currently caught between two CRMs. **What problems is Custify solving and how is that benefiting you?** Keep up with communications with customers and managing tasks and process flows related to the customer journey. ### 31. Reliable tool! **Rating:** 3.5/5.0 stars **Reviewed by:** Cindy T. | Account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Custify?** Custify is great because it provides a comprehensive overview of customer health. The most helpful feature is the real-time alerts for customer engagement. The upsides include automated workflows, insightful analytics, and efficient customer segmentation. **What do you dislike about Custify?** Overall satisfied, minor refinements conceivable. **What problems is Custify solving and how is that benefiting you?** Customer engagement, task management, operational efficiency ### 32. Great tool. Keeps you organized **Rating:** 5.0/5.0 stars **Reviewed by:** Yolanda M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Custify?** I like Custify's robust reporting and analytics the best. These features are particularly helpful for making data-driven decisions. The upsides of using Custify include its intuitive interface, seamless integration capabilities, and proactive customer success management. **What do you dislike about Custify?** Positive outlook, minor improvements plausible. **What problems is Custify solving and how is that benefiting you?** You can access all client comms in one place. ### 33. Great tool that fits our needs! **Rating:** 4.0/5.0 stars **Reviewed by:** Julia R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Custify?** - The playbooks are great - The health score feature really helps us identify at risk customers and which customers may need to be prioritised - Seeing all communications in one place is really helpful - The support is excellent **What do you dislike about Custify?** Bit of a learning curve in the beginning - the platform is not super intuitive, but I've got the hang of it now and have no other complaints! **What problems is Custify solving and how is that benefiting you?** Our issue was that we had multiple tools and places where we collected customer information, and it was very easy to lose track/not know where key information was. With Custify, we can now see all of this information in one place, and with a quick glance we can see a customer's health score and all recent communications, meaning we can spend less time on tracking down information and more time working with customers! ### 34. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2024 **What do you like best about Custify?** Very easy to use, and pratical for work. **What do you dislike about Custify?** The layout is not the best in my opinion **What problems is Custify solving and how is that benefiting you?** I used Custify only to browse data ### 35. Makes my day easier! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Custify?** I like the layout of the program. The attributes and details on the right-hand information bar are the pieces I use most when checking in on a client. The menu options for the main database and the second-level Customers menu are straightforward and intuitive. Pinning Notes to the top of the feed is very nice, as I always have a quick overview available when checking in. The integration with email is incredible as well. This allows the whole team to know what is happening at all times. The Tasks section is a nice feature, too. This saves a lot of time by auto notifying CSM's of different touchpoints and check-in times. Customer service is great too. Our implementation person was very responsive to questions and concerns. **What do you dislike about Custify?** The things I might point out here are minor for me, but frustrating at times. Health Scores and setting those up is not a smooth or easy process. **What problems is Custify solving and how is that benefiting you?** The great spreadsheet of clients, contacts, and communications is gone! ### 36. A Game-Changer in Streamlining CSM Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Padi C. | Customer Experience Manager, Information Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Custify?** Custify is a must-have for customer teams. Its rich feature set, particularly the ability to assign health scores tailored to customer segments, enhances our ability to gauge client relationships. The dashboard consolidates client data and offers functionalities like sending surveys and metric calculations. The customization options, allowing us to tweak the dashboard to our preference, showcase the flexibility of the platform. Implementation was straightforward for us. **What do you dislike about Custify?** Custify works really well. But, adding a "help section" with tips and guides would be great. This would help users use it even better without needing extra training. Integration update intervals are not user defined. **What problems is Custify solving and how is that benefiting you?** Custify makes handling customer success easier. Everything you need is on one screen, so you don't have to jump around different pages or tools. This saves a lot of time for people working in CSM. With the time saved, they can focus on other important tasks. ### 37. Excellent customer success platform **Rating:** 5.0/5.0 stars **Reviewed by:** Ross S. | BDM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Custify?** Custify's all-in-one customer success platform is a game-changer. The automated alerts for customer health changes are invaluable, keeping me informed and proactive. I also value its user-friendly interface, advanced segmentation options, and detailed reporting features. **What do you dislike about Custify?** While the overall experience is highly positive, a few small tweaks could further enhance its functionality. **What problems is Custify solving and how is that benefiting you?** Allowing me to proactively manage my clients in real time. This allowsd me and my team to ensure all clients are happy. ### 38. Highly Recommend Custify! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Custify?** I love that Custify helps make managing clients during implementation and throughout customer success easy. Our AM at Custify takes our feedback and feature requests seriously, and I trust that good ideas will eventually be added to the product. I also love that with Custify, every piece of data, attribute, and segmentation can be customized. The team has been a joy to work with and will always answer our Slack messages fairly quickly or be willing to jump on a call if needed. Highly recommend! **What do you dislike about Custify?** There is nothing I dislike about this product. **What problems is Custify solving and how is that benefiting you?** We need a solution for client success/account management and implementation. Custify meets both needs at an affordable price. ### 39. Great tool for CSM teams to automate, track and monitor customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Deepthi S. | Associate Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** 1.The best part about custify is their automations(playbooks) which enables us to run timely customer outreach, NPS etc. It also enables the CSMs to recieve alerts whenever a customer falls below the defined parameters of good health score. 2.They have in-house integrations with many tools and ability to filter the incoming data, which enables smooth data flow and control. **What do you dislike about Custify?** The dashbords are not too dynamic and intial integration needed a lot of tech support. **What problems is Custify solving and how is that benefiting you?** We can have all are customer data spread across various tools in a single platform, which enables a comprehensive and detailed view of every customer. It has become a go-to tool for many verticals like CSM team, support team, ESM team and Product team for details and analysis of customer details. ### 40. Comprehensive CS platform **Rating:** 5.0/5.0 stars **Reviewed by:** Paula S. | Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Custify?** What I like best about Custify is its comprehensive customer success platform. It offers detailed customer health scores and proactive alerts, which are incredibly helpful. The upsides include its user-friendly interface, automated workflows, and robust analytics that help in retaining customers effectively. **What do you dislike about Custify?** Overall great, some areas for fine-tuning. **What problems is Custify solving and how is that benefiting you?** Custify helps us monitor customer health scores and identify at-risk customers through automated alerts and insights. By proactively engaging with these customers, we can reduce churn. ### 41. Great tool for Customer Success Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Custify?** The Custify platform allows us to follow our daily/weekly tasks easily as a customer success team and thanks to the integration with Salesforce, we can have all information in one place which makes our lives easier. **What do you dislike about Custify?** It is not a big problem but using the "back" button from an account page takes me to the first page, even if I was on the 2nd or 3rd page which can be distracting sometimes **What problems is Custify solving and how is that benefiting you?** One place for keeping all information related to customers Following daily/weekly tasks Sending NPS surveys to our customers via email ### 42. Good overall system. **Rating:** 4.0/5.0 stars **Reviewed by:** Luke S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Custify?** It is pretty easy to use and it has most features I need. **What do you dislike about Custify?** I would like to see a little more custimization. I would like to see a finance section and a feedback system built in. I want to collect feedback from my team and allow them to add it and have it stored in one place. I would like to have a finance section I can add all invoices and other financials to and be able to upload and pull reports based on what is in there. **What problems is Custify solving and how is that benefiting you?** It is best for tracking my clients and giving me data that is helpful in assisting my clients. ### 43. Easy to use for business management and reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Custify?** It's easily customizable. Our team tracks our metrics weekly, and the information is easily viewed and analyzed using Custify. **What do you dislike about Custify?** I can't think of anything that I don't like. **What problems is Custify solving and how is that benefiting you?** Staying on track with communicating to our customers as well as being able to see their activities. ### 44. Great tool with excellent features **Rating:** 4.0/5.0 stars **Reviewed by:** Carly P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Custify?** Custify has proved extremely useful for us when measuring customer health, as we have quite a complex set of criteria for measuring this and the team was always available to provide support and guidance on how we could best utilise the tool for our requirements. **What do you dislike about Custify?** The platform also has quite a large learning curve to become totally comfortable using all the features. **What problems is Custify solving and how is that benefiting you?** We needed a single place to collect all of our client information, as it was living in different platforms and tools. Now, it's easy for us to quickly assess our customer health scores and know where we need to be focusing our efforts, spending more time actually speaking with the right clients rather than searching for information in different places! ### 45. Feedback **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Custify?** Custify's best aspect is its ability to centralize customer data effectively. The most helpful feature is the automated customer health monitoring. The upsides include streamlined communication with customers, insightful feedback collection, and detailed performance tracking. **What do you dislike about Custify?** Mainly satisfied, some minor areas for enhancement. **What problems is Custify solving and how is that benefiting you?** Managing multiple client information and having one platform where I can store all my information and refer back to when updating client information. ### 46. Great one stop shop for our customer to access everything they need **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Custify?** The support we have received from Theodora has been outstanding. She is always willing to jump on calls, answer questions, and solve for the needs that we have. **What do you dislike about Custify?** Custify is continuing to enhance the experience so at this time there may be things we want that just aren't ready yet. We are okay with that though because they hear our needs and are working on enhancement requests for those things. **What problems is Custify solving and how is that benefiting you?** It serves as one place that all things can live for a customer. Starting from the implementation of the product and follows them to customer success. ### 47. Highly Recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Quinton M. | Co-Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Custify?** Custify's standout feature for me its all-encompassing customer success platform. The most valuable component for our sales team is the automated alerts for changes in customer health. Benefits of using Custify include an intuitive user interface, advanced segmentation tools, and comprehensive reporting capabilities. **What do you dislike about Custify?** My overall experiance thus far has been great, can't fult Custify. **What problems is Custify solving and how is that benefiting you?** Customer Sucsess Reports ### 48. Great tool for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Joel C. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Custify?** I like the ability to create different views depending on what I am trying to analyse about a customer's health. The health scores make it easy to identify the customers who are at risk and who may need more support. The playbooks make our roles a lot easier as we know that tasks are always being followed. **What do you dislike about Custify?** I find the gmail integration a bit frustrating as it often doesn't work and so I have to resend the email within gmail. Also, when an email is pending, it often isn't obvious that the correct people are being sent the email as it will only show one person, even if multiple email addresses have been selected. **What problems is Custify solving and how is that benefiting you?** Custify is helping us to identify the customers who need support as their health scores are low. This makes my life much easier as I can spend more time helping the customers who really need it and who may be at risk. I can always stay on top of my admin with the playbooks which make onboarding and tracking customer progress much easier. ### 49. Good experience managing a portfolio of clients and processes **Rating:** 4.0/5.0 stars **Reviewed by:** Mieke R. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Custify?** The best thing about Custify is its user-friendly interface that simplifies complex customer success tasks. The most helpful aspect is the detailed customer health dashboards. Upsides include customizable workflows, efficient onboarding tools, and proactive customer support. **What do you dislike about Custify?** Generally content, some minor enhancements feasible. **What problems is Custify solving and how is that benefiting you?** Managing a variety of customers, tasks and processes for each ### 50. Great Support and Highly Configurable Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Custify?** I really like the tasks, playbooks, customer portal, and customer health scoring capabilities of Custify. The customer-facing portal aspect streamlines our onboarding and collaboration efforts as we scale. What I love about Custify is the support we receive. The product is strong but the team that supports us is wonderful and is very focused on helping us maximize our use of the product based on what we're trying to achieve. **What do you dislike about Custify?** It can be a little complicated for a small team without a dedicated administrator and the MRR isn't useful to a business that is focused on ARR. **What problems is Custify solving and how is that benefiting you?** Customer health scoring was a big missing piece for us. We also needed control over creating workflows and tasks that are aligned with the various stages of the customer lifecycle. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+09%3A10%3A16+-0500&secure%5Bsession_id%5D=a98a3969-ac16-4788-b27d-293f051f33e0&secure%5Btoken%5D=9099b42a6cbb95b40aa99cbd2b81195377f53a9b814fa13dcb3b050e64cbcaa7&format=llm_user) ## Custify Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [interCOMM](https://www.g2.com/products/intercomm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Custify Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Mapping** - Multiple Org Charts - Stakeholder Roles **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Custify Alternatives - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,590 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (928 reviews)