--- 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. Custify: A Synonym for Efficiency and Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Christian M. | Regional Customer Manager, Information Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Custify?** The platform is brilliantly streamlined. Its ability to provide a unified view of customer interactions and histories has made our daily operations far more coherent. Additionally, the proactive nature of their support team, especially with direct Slack access, speaks volumes about their dedication. **What do you dislike about Custify?** Initial integration was a tad tedious, with our team having to adapt and relearn certain processes. There were moments we felt the need for more fundamental features that other mature platforms offer. However, the promise of continuous improvement keeps us hopeful. **What problems is Custify solving and how is that benefiting you?** Our challenge has always been managing and understanding customer lifecycles. With Custify, we can now pinpoint exactly where each customer is in their journey, enabling timely interventions and fostering stronger relationships. ### 2. Custify is a great tool to centralize all about your customers **Rating:** 4.5/5.0 stars **Reviewed by:** Manuel S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Custify?** - Easy integration process with our platform and its native integrations with other platforms we use like Intercom, Hubspot, etc. - Great for segmenting your customer base for automated emails and follow ups. - Amazing customer service! Our rep Andreea was always very knowledgeable and helpful every time we had questions. **What do you dislike about Custify?** Overall it is a platform that has helped us improve many fronts but one thing that could be improved is the options to track results of communications such as email campaigns. **What problems is Custify solving and how is that benefiting you?** The main problem we had before using Custify is we had data from all our clients in many data sources. Custify helped us centralize all of that and now we are able to put them in different categories and segments and target them for specific actions accordingly, like automated communications, which is a HUGE time-saver for us. ### 3. Custify Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jenna M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Custify?** I appreciate Custify for its comprehensive analytics and reporting tools. These are particularly helpful in identifying at-risk customers. The upsides of using Custify are its intuitive design, customizable reports, and proactive customer support features. **What do you dislike about Custify?** Positive experience, with minor room for improvement. **What problems is Custify solving and how is that benefiting you?** Track client tasks and meeting notes ### 4. Feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Custify?** What stands out about Custify is its advanced segmentation and targeting. The most helpful part is the proactive alert system for potential issues. Upsides of using Custify include personalized customer experiences, enhanced retention strategies, and insightful data analytics. **What do you dislike about Custify?** Generally favourable, slight improvements feasible. **What problems is Custify solving and how is that benefiting you?** Managing multiple client information. ### 5. Good Health Scoring **Rating:** 4.0/5.0 stars **Reviewed by:** Kerryn S. | Media Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Custify?** What I appreciate most about Custify is its detailed customer health scoring system. This feature is incredibly helpful for proactive customer management. The upsides include seamless CRM integration, customizable workflows, and insightful analytics. **What do you dislike about Custify?** Content overall, with room for minor enhancements. **What problems is Custify solving and how is that benefiting you?** Customer health Score and Reporting ### 6. Powerful customer success automation tools **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon B. | HR Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Custify?** The best thing about Custify is its powerful customer success automation tools. The most helpful feature is the predictive analytics that help reduce churn. Upsides include user-friendly dashboards, effective customer journey mapping, and robust data integration. **What do you dislike about Custify?** Generally pleased, minor improvements achievable. **What problems is Custify solving and how is that benefiting you?** Helps minimize customer attrition. ### 7. Good tool to get Single View of Customer with Global Health Scoring of every customer **Rating:** 4.0/5.0 stars **Reviewed by:** Richa A. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** Single View of Customer , Global Health Scorecard for every customer, Flexibility to create customized playbooks, ease of running email campaigns and segmenting/ tagging customers **What do you dislike about Custify?** Flexibility of reports and dashboards, ability to index in the Custom data tab, HS integration and seamlessness to reflect data, Freshdesk integration is limited, does not easily give churn data or renewal indicativeness First time implementation steps are not clear and not easy to follow **What problems is Custify solving and how is that benefiting you?** Helping us get a single view of customer along with their health scorecard ; using it for weekly renewal account reviews and defining playbooks for further action ### 8. Nurturing Audience Connection: An Analytical Wand for Content Creators **Rating:** 5.0/5.0 stars **Reviewed by:** Andreea U. | Content Writer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Custify?** Custify unfolds a new dimension in audience analysis for me as a Content Writer. The segmentation and health scoring features are particularly enlightening, shedding light on audience preferences and engagement levels, which in turn, refines our content strategies to be more targeted and relevant. **What do you dislike about Custify?** Initially, the avalanche of data was overwhelming, necessitating a thorough familiarization to effectively navigate through the features and utilize the platform to its full potential. **What problems is Custify solving and how is that benefiting you?** Custify streamlines the process of audience analysis, making it remarkably simpler to identify what resonates with our audience. This has not only optimized our content strategies but also cultivated a deeper connection with our audience, leading to a noticeable uplift in engagement and brand affinity. ### 9. Great tool for Customer Success teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Custify?** Support team is always there to listen our feedbacks and take into account our requests. Many features like playbooks, attributes, tasks make day to day operations easier. **What do you dislike about Custify?** Some features have limitations, but nothing critical to create an obstacle in daily routine. **What problems is Custify solving and how is that benefiting you?** Tracking customer data, health status, creating automations and notifications for integrated tool like Slack or Salesforce. ### 10. Great Software for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Marita B. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Custify?** Easy to integrate all our data sources, easy CSV imports. Made it easy to transform our daily processes and data plattforms to Custify. Now we enjoy a centralized plattform for Customer Success Tasks and. **What do you dislike about Custify?** Sometimes the in product help could contain more information or deeper informaton about things as example the dashboards / reporting feature. However, the Customer Support has helped here. **What problems is Custify solving and how is that benefiting you?** We have several data sources that we are trying to combine and automate in order to ensure that all of our customers have a great shopping expierence and are using our shop again. ### 11. It's going great - simple and effective **Rating:** 4.5/5.0 stars **Reviewed by:** Himanshu M. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** The UI is very clean and understandable. Its our daily product. Our entire team uses all the features offered bu Custify. **What do you dislike about Custify?** There is nothing so far that I didnt enjoy using **What problems is Custify solving and how is that benefiting you?** We had a problem that we were not able to track our clients, their communications, the current issues, how many accounts are assigned to each of the CSM, the renewal dates were manually kept a check on and there was a high probability of getting the same missed. Custify resolves all this and do more than we thought. ### 12. Clean UI, straight-forward UX, solid feature upgrades without unnecessary frills. **Rating:** 5.0/5.0 stars **Reviewed by:** Jayne L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2023 **What do you like best about Custify?** Their support responsiveness - your CSM is available to you via Slack and so you can always ask whenever you have a question. They're also often upgrading the platform and take feedback into account. Several times features I've asked for have been added, and their updates come in often. On top of that, it has a clean layout and once you learn the system, it's pretty easy to make changes. We use it every day. **What do you dislike about Custify?** Because it's relatively new, there can be times where some of their features are missing something basic, but then again they're always improving their functionality so it never feels like a true setback. It was a little difficult to implement - the team didn't really want to switch over from the old way, and it takes quite a bit to learn how to set everything up so the team also rely on me to make all of the changes - I'm by no means an implementation manager so it ended up a second job on top of my first to build it and keep it going. Plus we had no dedicated resource in development at the time so it was quite cumbersome to integrate. Basically be really ready to set staff resources aside to implement and maintain. **What problems is Custify solving and how is that benefiting you?** We had no way to actually manage our subscriptions before, we have our internal platform where we have an overview, but acting on that data was very manual, as well as building 1001 reports with our data scientists. We weren't seeing historical data or trends in a more fluid way, and we didn't have a one-place-of-truth. With Custify, we're able to get a very clear understanding of where our customers are at, see their progressions, as well as remove a ton of time spent sending emails, checking progressions etc. ### 13. Great Platform for Customer Success Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Custify?** They are always building new features, are very responsive to our needs/questions, they have an API we can integrate our platform through. The workflows (playbooks) are great to give our team a clear action plan based on where customers are at. **What do you dislike about Custify?** Nothing really. We looked at a lot of solutions before picking this one. Overall we are very happy with the product and support we get. **What problems is Custify solving and how is that benefiting you?** Managing a large customer base across 11 success managers. ### 14. The Customer Success Platform Every Account Manager Needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Cristea M. | Customer Success Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Custify?** As an Account Manager, being ahead of the curve is pivotal. Custify has been my secret weapon in preparing for renewal and upsell conversations. The tool offers a comprehensive view of the health of my portfolio, ensuring I'm always informed and ready. **What do you dislike about Custify?** There was a slight learning curve in the beginning, especially tailoring the platform to my specific workflow. But it's been smooth sailing since. **What problems is Custify solving and how is that benefiting you?** No more last-minute surprises or feeling blindsided during client meetings. With Custify, I walk in with a clear picture, understanding the nuances of each client's experience, ensuring our interactions are productive, insightful, and client-focused. ### 15. A Customer Success Platform Tailored for Product Managers: Insightful & Impactful! **Rating:** 5.0/5.0 stars **Reviewed by:** Denis S. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Custify?** As a Product Manager, understanding our product's actual usage patterns is crucial. Custify provides a transparent window into how users interact with our app. Beyond just numbers, it's the context that has empowered me to prioritize client discussions effectively. **What do you dislike about Custify?** It took a short while to align the platform's capabilities with our specific product needs, but once dialed in, the insights have been invaluable. **What problems is Custify solving and how is that benefiting you?** Custify aids in pinpointing clients at risk, ensuring proactive intervention. The deeper understanding of user behaviors and preferences it offers ensures our product feedback discussions are always grounded in data and genuine user experiences. ### 16. New user experience **Rating:** 4.0/5.0 stars **Reviewed by:** Małgorzata O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Custify?** user interface friendly automation features streamlining interaction with customers posibillity to integrate with other tools **What do you dislike about Custify?** nothing to dislike as I am in process of discovering **What problems is Custify solving and how is that benefiting you?** All Customers data and interactions in one place ### 17. User Friendly with rich features **Rating:** 4.5/5.0 stars **Reviewed by:** Vignesh N. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Custify?** It is easy to use. UI is crisp and dashboard with customisable. Having to work on it daily does not seem difficuly. Support is very good and prompt. **What do you dislike about Custify?** Email section can be improved with more features and formating. **What problems is Custify solving and how is that benefiting you?** Account level notifications on the usage, renewal date and customer feedback through nps. The health of the account and all the relevant details are visible in one dashboard. Without custify multiple platforms need to be checked to get various data. ### 18. Great CRM Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Chris G. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Custify?** It's wide range of filters and data points. **What do you dislike about Custify?** The processing time could be improved to be faster. **What problems is Custify solving and how is that benefiting you?** It is helping greatly to keep track of customer assignments. ### 19. It does what I was looking for. **Rating:** 5.0/5.0 stars **Reviewed by:** Scott S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Custify?** It consolidates data from five different sources into a single pane of glass saving us tons of time trying to get our arms around the status of a given account. The tool features and workflows align with how we manage our accounts. Learning how to use this tool has been fairly intuitive. **What do you dislike about Custify?** Mostly fit and finish. It would be nice if there was more flexibility in how one could customize dashboards and displays. For example, ideally, a lot of gray space could be utilized to get more information on a single screen, column widths could be modified to save space, column header text could be wrapped so we could use more descriptive names. **What problems is Custify solving and how is that benefiting you?** Consolidation of data from five different sources into a single pane of glass which saves us tons of time trying to get our arms around a given account or set of accounts. ### 20. Overall very good, however the tool seems a bit complicated for inexperienced users **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?** Variety of options, lots of variables to measure. **What do you dislike about Custify?** Sometimes I'm not sure how to filter out things. Calculated Metrics are a bit complicated to me. **What problems is Custify solving and how is that benefiting you?** Keeping all the client information in one place. Automation of processes - we use playbooks very often and they are AWESOME. ### 21. Beyond CS: A Customer Success Platform Empowering Content Writers! **Rating:** 5.0/5.0 stars **Reviewed by:** Laura D. | Content Writer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Custify?** Custify's adaptability is its biggest strength. For a Content Writer like me, having access to concrete user behavior data and trends has been a boon. No more back-and-forths with the product team for insights! **What do you dislike about Custify?** The sheer array of features can be a tad overwhelming at the outset. But patience pays off, turning it into a vital tool in the content arsenal. **What problems is Custify solving and how is that benefiting you?** Having the right insights means content that's more aligned with user needs and interests. With Custify's data at my fingertips, I've noticed a significant uptick in the engagement and reach of my articles. ### 22. Great platform to Streamline our overall CS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Custify?** The playbooks have proven invaluable in automating our processes. The health score feature is instrumental in identifying customers at risk and prioritizing their needs. Additionally, the ability to review all customer communications, facilitated by integrations, is great. **What do you dislike about Custify?** Our implementation process took a considerable amount of time. In comparison to CRM tools, we find that we lack detailed insights into customer email behavior, such as whether emails have been opened and how many times they have been accessed. **What problems is Custify solving and how is that benefiting you?** Custify helps us a lot in managing customers and their behavior, which also gives us insights to how our new SaaS solution performs. ### 23. Driving Customer Success: A Comprehensive Toolkit for CS Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Christiana S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Custify?** Custify facilitates a nuanced understanding of customer engagements through its robust health scoring and segmentation features. This, paired with intuitive interfaces, significantly elevates our capability to anticipate and address customer needs. **What do you dislike about Custify?** The initial engagement demands a steep learning curve, particularly around the customization of automation workflows. However, the initial investment in learning is soon outweighed by the resultant operational efficiency. **What problems is Custify solving and how is that benefiting you?** Custify streamlines the identification of account health trends, enabling proactive measures to enhance customer satisfaction and retention. This foresight has been instrumental in refining our CS strategies to align with evolving customer expectations. ### 24. A Customer Success Platform for All: Elevating Social Media Strategy! **Rating:** 5.0/5.0 stars **Reviewed by:** Luiza-Valentina M. | Junior Social Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Custify?** Custify has been transformative for me as a Social Media Manager. It's refreshing to see a customer success tool that's not limited to just one department. Pulling product usage reports has never been easier, without the need to rely on engineering or product teams. **What do you dislike about Custify?** Although the tool is powerful, it might take a bit to familiarize yourself with all its features. But once you do, it's smooth sailing. **What problems is Custify solving and how is that benefiting you?** Data is central to creating resonating social media content. With Custify's insights and our team's creativity, we've seen an impressive 30% uptick in post engagements. ### 25. Custify Has Become an Essential Part of Our Daily CS Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler M. | Director, Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Custify?** Being able to automate tasks, emails, playbooks, etc. After the inital set up was completed, we've been able to have our entire CS operation on auto-pilot. **What do you dislike about Custify?** Our particular business model doesn't utilize the revenue or reporting dashboards. **What problems is Custify solving and how is that benefiting you?** Being able to communicate and reach out to existing customers at scale and monitor their activity and usage. Custify allows us to monitor and automate communications with 30k+ customers based off account activity being driven by our API hooks directly from our software management platform. ### 26. A Must-Have for Startups Navigating Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine S. | Customer Success Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Custify?** Custify offers a straightforward initiation, catering precisely to startups aiming to develop a robust customer success program. Its user-friendly interface combined with flexibility in configurations has simplified our daily operations, leading to a 15% increase in process efficiency. **What do you dislike about Custify?** While Custify provides a stellar platform, their team is highly responsive, and they offered us a "white glove" experience that we absolute loved. **What problems is Custify solving and how is that benefiting you?** Custify plays an instrumental role in structuring our customer success journey, right from a foundational control center to sophisticated automation. Its one-click integrations have further expedited our workflows, facilitating growth and adaptability as our business progresses. ### 27. Good for basic use cases but not customizable enough **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Custify?** The ability to automate NPS and CSAT surveys as well as creating lifecycles and playbooks to better automate and track processes and client progress. This allows us to scale the work that we are doing. **What do you dislike about Custify?** Custify has a lot of restrictions in terms of customizing it for your use case. The information panel for organizations is not logically organized. I also dislike that emails are sent from custify email addresses. **What problems is Custify solving and how is that benefiting you?** Custify has allowed us not to use spreadsheets to manage our contact list and helps us scale processes. This is vital for a small team like ours. It also helps us to score and keep an eye on client progress. ### 28. Custify enables us (customer and event success team) to view the 360 degree customer journey. **Rating:** 5.0/5.0 stars **Reviewed by:** Lakshay K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2023 **What do you like best about Custify?** Customised dashboard views for better visibility. Easy creation of attributes to better filter out the data. **What do you dislike about Custify?** Mobile responsiveness and Mobile Application can be useful. Currently it's missing. **What problems is Custify solving and how is that benefiting you?** It allows us to track customer email communication, save notes, create tasks related to the particular account and gives clear visibility on the account status. Helpful in both bird's eye view as well detailed view of each account. ### 29. Getting to know Custify more **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Custify?** The task reminders have been very helpful in managing multiple accounts **What do you dislike about Custify?** The side bar icons are not labels until you hover over them **What problems is Custify solving and how is that benefiting you?** Managing multiple accounts and monitoring performance overall. We are able to get notifications if a customer is falling behind to be proactive on saving a relationship ### 30. Absolutely adequate. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Custify?** Quite decent solution for CSM. Quick help and easy to use and easy overview of your clients. I use it every day, and it has been an easily implemented. **What do you dislike about Custify?** Quite a few bugs with integration, and complicated backend api. **What problems is Custify solving and how is that benefiting you?** Managing 100's of companies and keeping score of their succes metrics ### 31. An Exceptionally Handy and Adaptive Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Michael L. | Customer Success Manager (DACH), Information Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Custify?** The user-friendly interface of Custify is certainly a highlight. It ofers us an all-encompassing perspective on our custome's activites. We frequently utilize the 'full customer overview' in our department, which paints a clear picture of each client's interactions: their billing detaisl, the specific functionalities they lean on, whether they face any hiccups during the initian phase (onboarding), or the user-count for each account. It's incredibly seamless now to monitor our clientele and ensure their satisfaction and commitment. **What do you dislike about Custify?** Whiel the overall experience is commendable, the dashboard could benefit from some refinement. Beyon that, it's largely spot-on **What problems is Custify solving and how is that benefiting you?** With Custify, we can proactively step in and guarantee our clients remain satisfied and aren't tempted to seek alternatives. It's truly invaluable to have such a resource. ### 32. 8 years in software creation, 2 years in team leading **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Custify?** Clarity of built in charts / views, Ease of Use **What do you dislike about Custify?** built-in assumptions, e.g. for customer profiles (that they cannot change during the month) **What problems is Custify solving and how is that benefiting you?** One place containing full info about customers ### 33. Create tool for CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Custify?** Easy to use and great automation features **What do you dislike about Custify?** Nothing specific but sometimes minor bugs **What problems is Custify solving and how is that benefiting you?** It helps us to track customers and automate the process ### 34. Excellent Tool with lots of features and holistic approach to CS management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** Customizable data fields and everything in one place! Very easy to align to the specific needs of our organization. Also easy to navigate and locate information. **What do you dislike about Custify?** Unable (at this time) to create filters in custom data view or download data for additional filtering/sorting in Excel/Sheets. Additionally, custom data view has difficulty scrolling to view all information. **What problems is Custify solving and how is that benefiting you?** Holistic view of custom accounts allowing for executive management and CSMs to take strategic view of all accounts with the ability to deep dive into each account for analysis. Very easy to navigate and update columns in each view. ### 35. Beats all the others out there , what you need is there. **Rating:** 5.0/5.0 stars **Reviewed by:** Asif K. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** For me , it's about having all the data in one place. Instead of chasing our CS manager, i know exactly who to go to & the same with the customer **What do you dislike about Custify?** There isn't actually anything i dislike about the platform. **What problems is Custify solving and how is that benefiting you?** All the data and CSM is in 1 place , makes my job so much eaiser ### 36. Game changer! Has elevated me and our business to new levels **Rating:** 5.0/5.0 stars **Reviewed by:** Craig T. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Custify?** The analytics - Really helps me spot areas in which I need to be aware of in terms of my customers health and product usage **What do you dislike about Custify?** Not much, its a great product. The email function could be improved but thats about it. **What problems is Custify solving and how is that benefiting you?** Its improving the health of our customers accounts by giving us real time analytics ### 37. Not a heavy user of Custify but have seen the benefits with onboarding new clients. **Rating:** 4.0/5.0 stars **Reviewed by:** Trevor B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Custify?** Being able to manage the onboarding process as a project has been helpful. It allows clients to use to onboard on their time and tracks progress. We have really seen a quicker onboarding time in some cases as a result. **What do you dislike about Custify?** A little bit clunky to get things started at first. Support was very helpful though making the experience quickly corrected. **What problems is Custify solving and how is that benefiting you?** Assisting with onboarding new clients making it faster for them to launch. ### 38. Great tool for streamlining CSM teams processes and flows **Rating:** 4.5/5.0 stars **Reviewed by:** Thiago N. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Custify?** We were able to remove all our manual processes and instead of using multiple sheets, all information needed to take actions and innitiatives are consolidated in one place. Useful Dashboards & Healthscores are also something I like about this product. **What do you dislike about Custify?** Email functionality could have better reporting & dashboard. Right now we can only check open rate of emails sent. **What problems is Custify solving and how is that benefiting you?** Information consolidation Integration with other tools such as Hubpost Dynamic healthscores Customer Engagement Overall our team became more productive and faster. We also became high touch, and got much closer to our clients ### 39. One stop solution for the summary of an account **Rating:** 5.0/5.0 stars **Reviewed by:** Veena S. | Event Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** Global health card gives an overview of the account **What do you dislike about Custify?** Native integration with freshdesk should be seamless **What problems is Custify solving and how is that benefiting you?** A comprehensive solution that offers insights into every aspect of any account. This tool provides a holistic view of the account's overall health, enabling us to identify and address concerns promptly, thereby enhancing the overall customer experience. ### 40. Great SaaS Software for CSM Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Tanja S. | Customer Success Manager, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2023 **What do you like best about Custify?** We really like the easy implementation and use of Custify in our day to day business with our clients. We managed to implement better workflows and processes by using i.e. Playbooks and Customer Lifecycles. **What do you dislike about Custify?** The help section could handle a few more topics i.e. integrations and maybe some practical examples. **What problems is Custify solving and how is that benefiting you?** Help onboarding customers, renewals and avoid churn. ### 41. Good product for our needs! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Custify?** Custify helped us streamline our processes, improved communication across departments, save time, mostly thanks to the health score feature and playbooks. The support the platform offers is also superb compared to our others. Overall it's great and can recommend :) **What do you dislike about Custify?** I find the UI not very user friendly, especially at the beginning of using the platform it took a while to get used to and was not very intuitive. Another frustrating thing is the gmail integration, the connection is unstable and emails often don't send. These things however are overpowered by the positives so I don't mind. **What problems is Custify solving and how is that benefiting you?** Health score - figuring out who's doing well and who isn't Communication across the team and across departments - handover is easier and everyone new can get up to speed easly ### 42. Custify helps us keep a track of all active accounts and customers and their health in one place. **Rating:** 3.5/5.0 stars **Reviewed by:** Nitin P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** Serves as a single source of truth for the after-sales divison at Airmeet. **What do you dislike about Custify?** Implementation time was too high and customisation support is negligible. **What problems is Custify solving and how is that benefiting you?** Track correspondence with customers at all touch points. Integration with metabase helps us attribute product usage with customer behavior and future usage. ### 43. Excellent tool for customer success departments **Rating:** 4.0/5.0 stars **Reviewed by:** Jean-Marc G. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Custify?** Custify is an excellent solution for customer success departments. It offers robust features that are highly beneficial for CSMs and the success department overall. One of the standout features is the ability to define health scores for each customer segment. The dashboard provides comprehensive access to various client information, and you can even send surveys and create calculated metrics. The layout is user-friendly, presenting all the necessary client data on a single page. Additionally, Custify allows customization of the dashboard itself. **What do you dislike about Custify?** While there isn't anything specifically disliked about Custify, having a dedicated "help section" with comprehensive information and resources would be beneficial. Such a section would enable users to further explore the dashboard and its various sections without necessarily requiring training. **What problems is Custify solving and how is that benefiting you?** Custify solves several problems for customer success departments, ultimately resulting in significant benefits. By using Custify, you can save a substantial amount of time and access all the necessary information on a single page. This is particularly valuable for success departments that handle various tasks in their daily duties. The most significant benefit is the time saved in tasks that would otherwise require a significant amount of time to check and resolve. ### 44. Custify - A Perfect 10: Unlocking the Full Potential of Customer Success! **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Custify?** I am pleased to provide my highest recommendation for Custify based on my experience with its exceptional features. As a Had of Sales, I have been using Custify for quite some time, and I can confidently say that it is one of the best tools available in the market for Customer Success Management. First and foremost, I must commend Custify for its remarkable flexibility, which enables users to tailor the tool to their specific needs. The tool is designed to be versatile, allowing for customization that meets our unique business requirements. Additionally,it is incredibly user-friendly, with an intuitive interface that makes it easy to navigate and use. Even those with limited technical skills can comfortably use the tool with minimal assistance. The perfect data visualization offered by Custify is yet another standout feature. The tool has a wide range of visualization options that present complex data in a clear, concise, and visually appealing format. Finally, the good analysis of users that Custify provides to get feedback for our app development is a game-changer. With this feature, we can easily analyze user feedback, identify areas of improvement, and prioritize our app development roadmap accordingly. Overall, I highly recommend Custify to any organization seeking an all-in-one solution that provides flexibility, user-friendliness, perfect data visualization, and good user analysis. **What do you dislike about Custify?** Nothing 🤩 I can't complain about Custify. I really like the tool. **What problems is Custify solving and how is that benefiting you?** Customer retention: By providing us with insights into customer behavior and engagement, Custify helps us to understand our customers better, and to provide personalized experiences that increase customer satisfaction and loyalty. Data consolidation: Custify consolidates customer data from multiple sources, making it easier for us to gain a comprehensive view of our customers and to make data-driven decisions based on this information. Improved customer communication: Custify provides us with tools to communicate with our customers more effectively, enabling them to deliver targeted and personalized messages at the right time. ### 45. Straighforward software for managing clients information and gaining insights! **Rating:** 4.5/5.0 stars **Reviewed by:** Margo N. | Implementation Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Custify?** It is easy to use and understand, and information is displayed clearly. I enjoy the tagging feature and seeing account details at a glance. **What do you dislike about Custify?** I wish you could edit notes on customers accounts! **What problems is Custify solving and how is that benefiting you?** Keeping track of customer and all of their information, including their health scores. ### 46. Manage your Customer data with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Custify?** overview about all the data, helpful dashboards and insights **What do you dislike about Custify?** hard to find things if you are new, you have to get used to it first **What problems is Custify solving and how is that benefiting you?** had very unstructured data before and couldn't see which customers had potential for e.g. upselling ### 47. Exceptional Customer Support and Dedicated Onboarding Team Make Custify Shine **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan T. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Custify?** Custify's proactive approach to customer success stands out because it enables businesses to anticipate customer needs and build long-lasting relationships. It empowers companies to provide exceptional customer support, leading to higher customer satisfaction and loyalty. **What do you dislike about Custify?** Custify's procing structure is potentially costly for smaller businesses. **What problems is Custify solving and how is that benefiting you?** Customer engagement, data management, automation, and integration with other business tools ### 48. Ease of Integration Meets Stellar Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Mihai C. | Full Stack Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Custify?** Custify's easy-to-use integration combined with their straightforward technical documentation made our API integration journey smooth. **What do you dislike about Custify?** A couple of technical issues did surface, but their resolution speed was commendable. **What problems is Custify solving and how is that benefiting you?** With Custify, we've found a solution that boosts our CS team's performance without draining development resources. It's a win-win for SocialInsider.com! ### 49. Deep Drive your Customer using Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Sanchit A. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Custify?** Engemengent score.Capability to integrate with multiple CRM / API. **What do you dislike about Custify?** Setting at the initial stage was a tough one to get. **What problems is Custify solving and how is that benefiting you?** Custify providees a deep drive of customer via engemenet scrore and making QBR and other followups more automated. ### 50. Swift and Efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Costin G. | Full Stack Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Custify?** The integration process with Custify was simple and intuitive. The clarity of their technical documentation stands out, making our API integration straightforward. **What do you dislike about Custify?** While minor technical issues arose, the Custify team's swift response ensured minimal disruptions. **What problems is Custify solving and how is that benefiting you?** The tool allows us to bolster our CS team's efficiency without delving deep into development. A time-saver for our engineering team! ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+16%3A46%3A43+-0500&secure%5Bsession_id%5D=a627bde3-8de6-4d10-b968-8ec2c9b7f684&secure%5Btoken%5D=9101f8436e8d1af5f4bc595df53cbcabce7311627e136c1ed4a1729f34710edb&format=llm_user) ## Custify Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [interCOMM](https://www.g2.com/products/intercomm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Custify Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Mapping** - Multiple Org Charts - Stakeholder Roles **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Custify Alternatives - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (929 reviews)