--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 514 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: 514 scale: '5' date_modified: '2026-07-15' 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:** 514 ## 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 making life easy **Rating:** 4.5/5.0 stars **Reviewed by:** Alesh F. | Senior account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2022 **What do you like best about Custify?** Easy to use interface. All the tabs are different. **What do you dislike about Custify?** It does gets tiresome at times to find a particular feature. **Recommendations to others considering Custify:** Try it once and see how the work gets easier. **What problems is Custify solving and how is that benefiting you?** Its a Lovely tool to keep a data record of all my customers. ### 2. Converting customers successfully with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel M. | Customer outreach specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Custify?** Before using Custify, my conversion rate was average. Now I have more clients that go from trial to paid in a shorter period thanks to Custify's lifecycle tracking and automated playbooks. Their app provides me with information like what features they use most or when and where they get stuck. With this information, I can segment the clients into groups of users and create targeted campaigns that are also automated. **What do you dislike about Custify?** I have nothing to complain about when it comes to Custify. **Recommendations to others considering Custify:** Any business that has onboarding problems should start using this software. A person can only do so much with excel… **What problems is Custify solving and how is that benefiting you?** With the help of Custify, I can get more clients to move from trial to paid. Overall conversion rate has increased and we see this in our bottom line. Custify is also saving me a lot of time due to their quick reports and health score alerts. ### 3. Great tool for customer onboarding and tracking customer health! **Rating:** 5.0/5.0 stars **Reviewed by:** Philippe S. | Business Development and Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about Custify?** The team at Custify was really supportive in showing how to implement and strategize our customer onboarding and health tracking. The system's UI is easy to use and the concierge onboarding was really powerful in enabling us! **What do you dislike about Custify?** As all software, it is always lacking a couple of elements but the team was very receptive to our feedback. For non-technical individuals, it can be hard to set up. **What problems is Custify solving and how is that benefiting you?** Customer satisfaction, longevity, automation of tasks, onboarding tracking, and playbooks. We spend less time worrying about what needs to be done and focus more on the quality of support we offer here at Kiflo. ### 4. A powerful tool to increase customer retention and reduce churn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Custify?** Custify’s dashboards & reporting system are very powerful. It is easy to slice and dice and understand what is the distribution of Accounts at Risk, Reasons per At-Risk customers, and Renewal At-Risk customers. **What do you dislike about Custify?** It is an easy-to-use, robust tool with a super intuitive interface even for non-technical people. There is nothing to dislike about it. **What problems is Custify solving and how is that benefiting you?** We wanted to make sure we stay on top of our churn. Understanding it and making sure we have a plan to prevent it. ### 5. Good for insights and fast feature responses **Rating:** 3.5/5.0 stars **Reviewed by:** Helen L. | Senior Customer Success Manager **Reviewed Date:** April 19, 2022 **What do you like best about Custify?** I like Custify alot and they are constantly coming out quickly with 'small win' features. It can be complicated but once you figure out events and attributes, it's great! **What do you dislike about Custify?** Sometimes the data pulling in isn't always 100% accurate - which is an error on both sides maybe? My only concern is that there is not a way to manually override something if the data that fed into it, wasn't working at the time. **What problems is Custify solving and how is that benefiting you?** Keeping track of customers Global Health scores, progress through onboarding and implementation, and adoption of features. ### 6. The right partner for your customer success journey **Rating:** 5.0/5.0 stars **Reviewed by:** Andreea I. | Relationship manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Custify?** We were new to client success so we didn’t know from the very beginning what we needed in order to succeed. We had ideas but truth be told, we were looking for a company that can help us create meaningful relationships with our customers and kind of help set us up for success. **What do you dislike about Custify?** To be honest, nothing comes to my mind at this point **Recommendations to others considering Custify:** If you have any issues, just contact the Custify team. You have a dedicated CS manager always available for you. **What problems is Custify solving and how is that benefiting you?** We're a small team and we really need to have everything measured, we need to hold ourselves accountable for what has been successful and what hasn't. Having some CS structure and some automation to process is kind of what we were looking for when discussing with Custify. ### 7. SO powerful - helped us focus on our customers in an enlightened way **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Custify?** The onestop shop to see customers health **What do you dislike about Custify?** We have found integrations a bit clunky with things like Hubspot **What problems is Custify solving and how is that benefiting you?** It's helping us have a clearer target in terms of renewals ### 8. Custify has played an essential part in tracking and understanding customer activity **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Custify?** That we are able to monitor customer acitivity **What do you dislike about Custify?** The way some of the event and attribute conditions are set up in creating Playbooks, Segments, Metrics, and Health Scores **Recommendations to others considering Custify:** The support and success team at Custify have been very helpful!I have been very happy to see some feature requests already deploy. Custify listens and is committed to making their customers succeed. I think Custify has a bright future ahead of it. **What problems is Custify solving and how is that benefiting you?** Custify helps us keep track of customer activity. The benefit is that we can plan specific strategic communication to engage with less active and super active customers. ### 9. Making life easy **Rating:** 5.0/5.0 stars **Reviewed by:** Zac M. | Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Custify?** Organization, clear view of my tasks, sending out emails, basically in one sentence; Getting things done! **What do you dislike about Custify?** Nothing to my knowledge, I've had a blast using Custify **What problems is Custify solving and how is that benefiting you?** Day-to-day stuff. Reaching out to clients based on the notes and tasks, being able to set reminders for myself. ### 10. Great support and fast implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Chief Technology Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Custify?** The possibility to do client segmentation in so many different ways is great. Saves the team a lot of work across many tools. Personally, I loved the easy implementation process. The guides I received were clear and the native integration options were sufficient for our needs. **What do you dislike about Custify?** Certain tracking features could be added and the interface feels clunky in some parts. But overall no issues so far. **Recommendations to others considering Custify:** I would recommend Custify to anyone looking to scale their CS team or who need their team to switch to a proactive method of doing things. **What problems is Custify solving and how is that benefiting you?** The onboarding rate has gone up. I think this says it all. It helps both the CS and marketing teams with targeted email campaigns and it’s time-saving.It allows the entire company to scale its outreach and support efforts. ### 11. Smooth implementation and great support along the journey **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2021 **What do you like best about Custify?** Being more on the product and technical side I really appreciate their straightforward documentation and the possibility to get in touch with their tech team every time we need. We have a dedicated slack channel where we can just message them instantly and they get back to us. It's made our life easier by a hundred miles because it's not only through email. **What do you dislike about Custify?** Up at this stage I wound’t say their is something we dislike. The whole CS team is their to help us every step of the way from product training to sharing the CS knowledge they have **Recommendations to others considering Custify:** If you have any issues just contact the Custify team. You have a dedicated CS manager always available for you. **What problems is Custify solving and how is that benefiting you?** ON the product and engineering side we try to focus on core key features and try to avoid as much as possible any distractions. On the other hand, customer experience is an important topic for us and we want to make sure we are on top of it. We were searching for a tool that would easily integrate with our other existing tool stack and allow us to take advantage of data that we already had but was living in separate sistems. We got the major integrations up and running within a few days, with a few hours of development work. ### 12. Excellent Customer Success solution with an excellent Customer Success team **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew R. | Sr. Director Customer Success & Support, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2021 **What do you like best about Custify?** Custify is quite capable yet very easy to implement. The solution allows seamless Salesforce integration that worked right out of the box, and the API allows for custom integration (e.g., product adoption and usage data). The Custify team was accessible and always ready to jump in to help answer questions, configure or ensure seamless integration. It's a perfect combination, and we are successfully adopting the platform now. **What do you dislike about Custify?** Three isn't much to dislike. Initially, the product documentation was a little sparse, but now, it is quite robust **What problems is Custify solving and how is that benefiting you?** Custify allows us to bring in the product adoption and usage data together with the CRM and revenue data. By allowing us to combine them successfully, it introduced a completely new dimension and our view of our clients. Lifecycles and playbooks drive the behavior of our Account Management, and Customer Success Management teams and the comprehensive dashboards allow everything from an executive overview to detailed CSM level dashboards. ### 13. Health score tracking and more! **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie G. | Director of Onboarding and Support **Reviewed Date:** May 10, 2022 **What do you like best about Custify?** The health scoring system is really great. I also like the ability to add workflows with playbooks. **What do you dislike about Custify?** Understanding what part of the lifecycle a customer is in is a bit tricky when viewing their profile. **What problems is Custify solving and how is that benefiting you?** Tracking customer lifecycle along with health scores has given us great insight into our managed segment of customers and has helped improve our handover process within our team. ### 14. A mixed emotional experience **Rating:** 4.5/5.0 stars **Reviewed by:** Nirav R. | Senior Customer Success Manager **Reviewed Date:** June 21, 2022 **What do you like best about Custify?** It's very user friendly and we in the organisation use it quite often to delegate and sort things. **What do you dislike about Custify?** To reach places, you need multiple clicks. Not the most intuitive of the tools I've used. But doesn't mean it's bad. **What problems is Custify solving and how is that benefiting you?** It's helping me organise things and tasks. Including clients too. ### 15. A great solution for enhancing customer satisfaction & increasing upsell rate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Custify?** It is really easy to have a complete overview thanks to the customer 360 view feature. I can help my clients in just a few minutes because I have all of the data available. I can see anything from payment history to their feature usage. Having access to all of the info allows me to do quick segmentation and reporting. **What do you dislike about Custify?** Custify on mobile is… difficult to say the least. I do wish they would improve things there. **Recommendations to others considering Custify:** Take your time to learn the software and ask their support to guide you wherever needed. **What problems is Custify solving and how is that benefiting you?** Being able to create a custom playbook for a specific type of client means that we can do a lot more outreach and automate much of it. Such as upselling clients when they reach certain KPIs, reaching out when their payments are delayed, or just keeping track of their general satisfaction through health scores so we can intervene in time. ### 16. Helps in my day to day tasks! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Custify?** Visibility on my all accounts, new features being added often. Ease of use, great views. **What do you dislike about Custify?** Lacking some features, but they are very responsive! **What problems is Custify solving and how is that benefiting you?** Allowing me to better manage my customers and see how their health is. ### 17. Custify has worked great for our CSMs and support staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Custify?** Custify is one of those software that works great for everyone and keeps the whole team happy. My team is more proactive now. We get to set automatic alerts and tasks and I can see what everyone is working on. The 360 customer view allows us to get a look at any client’s history and that saves us time during calls. **What do you dislike about Custify?** I had a little bit of trouble getting around Custify in the first week but Philip’s team proved to be an invaluable help. **What problems is Custify solving and how is that benefiting you?** Both my team and myself are really happy with Custify. Everyone knows what their tasks are every day. Things have simplified more than I could have ever thought they would and I can see what everyone is working on. Since we are able to see our client’s info and history and shorten our calls with them, they have been happier with our services and that is visible in the very low churn. ### 18. Great tool for Customer Success teams who need flexibility in their customer's health tracking. **Rating:** 5.0/5.0 stars **Reviewed by:** Yevheniia S. | Chief Customer Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2021 **What do you like best about Custify?** Custify Team and the level of their support are great. Special thanks to concierge onboarding. With the Team's help and different third-party integrations, we managed to start using the platform way before the full integration with our product was over. **What do you dislike about Custify?** It was pretty hard to distinguish Custify among other similar solutions, it would be great to have a deeper overview on comparisons with other products and Custify killer features. **What problems is Custify solving and how is that benefiting you?** - diversity of tools we were using to manage customer's journey - health tracking - segmentation - automation of tasks - omnichannel communication being stored in one place ### 19. Great experience so far! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Custify?** Playbook emails and the lifecycle features **What do you dislike about Custify?** Noting so far. Everything is good so far! **What problems is Custify solving and how is that benefiting you?** We had problems with keeping track of the customer's lifecycles and Custify has been a great tool to help. ### 20. We make more money with Custify, ROI has been excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Custify?** Custify has been a great investment across the board. Our customers are more pleased than ever with our work which only means that our revenues have gone up, and it’s all thanks to their awesome CS team. At our company we have depts worldwide and distributed across many projects but with the same clients. Our use case for such a tool was complex and it needed to match multiple dept needs and security concerns. **What do you dislike about Custify?** The integration took a bit and multiple features we needed are not available yet. We will be using a separate system for those. **Recommendations to others considering Custify:** Our experience has been great with Custify. I strongly recommend considering such a tool. CS activity will be signficatively improved. **What problems is Custify solving and how is that benefiting you?** We now keep better track of our clients’ onboarding, set health scores, and take a look at every client’s account and history. Any problem gets solved much quicker than ever before as everyone is in sync with client activity and all relevant managers are automatically notified when client issues appear. Clients are happy so they're staying loyal. ### 21. Awesome CSM dedicated team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Custify?** Custify is the best software I've used for CS activity management and the first one that actually has all the client information in one place. Custify has a very nice knowledge base but the true advantage is the support team that's always just a few minutes away and almost always has insightful answers or advice. Now we know exactly which accounts are of maximum priority so this solves a lot time-consuming reporting. **What do you dislike about Custify?** Hard to find one. I do wish the interface could be customized a bit more for larger screens. **Recommendations to others considering Custify:** Anybody working in Marketing and CS should have this tool. It almost feels like someone else is doing half of your job. **What problems is Custify solving and how is that benefiting you?** My reports have never looked better or been more accurate than they are now and that is all thanks to Custify. Using this software makes me feel like a big part of my job is already done and I can concentrate on more significant tasks like proactive outreach to prevent client issues. ### 22. Custify helps us understand and target our audience better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Custify?** Custify is of great help to me. I use it daily in my daily routine to check in on client segments and onboarding performence. With the help of Custify, I know precisely when my clients need extra features, and we can contact them ahead of time with automated playbooks with upgrade offers. It's not built for sales or marketing, but it works to solve some of our outreach requirements and keeps us in sync with the CS team activity. **What do you dislike about Custify?** I do a lot of reporting and the only downside to Custify is that for a certain type of report based on a custom metric, I needed to contact their support team to have it set up correctly. **Recommendations to others considering Custify:** Great CS tool. I recommend demoing it to other departments as well as it really helps keep everyone in sync on customer activities. **What problems is Custify solving and how is that benefiting you?** We can better target clients for drip email campaigns using the nice UI from playbook setup. Custify also lets me segment the audience based on what features they use and add secondary filters like their pricing plan. Segmenting and targeting are a breeze, on par with dedicated tools we use for other activities. ### 23. Connecting every app we use was easier than expected **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Custify?** Custify is simple at first look, but as we got into it we realized how complex everything could be. Implementation was easy at first, but we missed some KPIs we needed to track, and also, some changes in our stack required new implementation. Their team was amazing through this process. We had clear documentation and fast feedback from their devs. **What do you dislike about Custify?** Some visual bugs still appear on certain screens like reports or segments, especially on smaller screens. Everything else is great. **Recommendations to others considering Custify:** Go through the documentation carefully and check your import data settings. **What problems is Custify solving and how is that benefiting you?** The CS needed a more advanced tool and to separate their activity from normal support. Custify fit in quite nicely. We connected every app we use so CS can get an overview of client accounts and with playbooks, they can automate a good chunk of their tasks now. The objective was to enable the cs team to scale their activities. So far this has worked out nicely. ### 24. Great tool for tracking client's success **Rating:** 4.0/5.0 stars **Reviewed by:** Sandy N. | Customer Success Specialist **Reviewed Date:** May 31, 2022 **What do you like best about Custify?** Notes and how it's easily to sum up the succes of an account **What do you dislike about Custify?** The communication tool and sending out emails through Custify as it does bug a lot and sometimes won't even load or show up for me. **What problems is Custify solving and how is that benefiting you?** Problems of leaving notes at one place and trackability of accounts and success ### 25. Custify helps our onboarding process stay on track **Rating:** 3.5/5.0 stars **Reviewed by:** Shaye-Lynne D. | Client Success Manager **Reviewed Date:** July 12, 2022 **What do you like best about Custify?** The easibility for tracking the onboarding stages of our clients **What do you dislike about Custify?** The f act that the internal surveys are very limited **What problems is Custify solving and how is that benefiting you?** Organization of client onboarding status, and automated email outreach ### 26. Such an improvement over the old way we did CS **Rating:** 5.0/5.0 stars **Reviewed by:** Diya G. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Custify?** My favorite thing about using Custify is that I can track how clients use our features; their engagement with maybe…the newest feature we have added. Segmentation is also one really cool feature of this software. It feels like the possibilities of segmenting clients are endless. **What do you dislike about Custify?** I need a certain report segmented by date with a few other metrics. The support team kindly helps me with this but some option to generate a custom report would be nice. **Recommendations to others considering Custify:** Simple customer success software with a lot of customization. Take your time in integration. **What problems is Custify solving and how is that benefiting you?** I can segment my clients based on the pricing plan, feature usage, or anything else I need. It makes my work easier and saves a lot of time. I also set health scores and get alerts when the health scores drop. It’s fantastic because you don’t have to look through reports every day to find any issues. Custify lets you know what to do and who to call, and that's now “business as usual.” ### 27. A great tool with many benefits for both our sales and cs departments **Rating:** 5.0/5.0 stars **Reviewed by:** Tudor L. | Android Developer, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Custify?** Custify works great for us even though we implemented it as a cross-company tool for both customer success and sales. Since we started using it, the teams do their own reports and keep in sync on customer priorities. The trial to paid ratio has gone up and the teams scaled their workload to 20% more calls. **What do you dislike about Custify?** Integrating everything takes a bit of time. They gave us a detailed guide and documentation but still hoped to finish sooner. Also, the custom metrics setup is a bit weird and not easy to get used to. **Recommendations to others considering Custify:** Integration takes a bit to be done right. You do get a detailed guide and if you encounter any problems, Philipp and his team are always available and very patient. **What problems is Custify solving and how is that benefiting you?** The main issue was how to sync work between departments and keep them in sync as they both approached the same users. With Custify this is easy and they can each track their own metrics in their own custom dashboards. They have also upsold more clients than ever before. Having access to the clients’ history has proved to be a great plus and a time saver all-around. ### 28. Simplified checking on our clients for urgent issues **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Custify?** The thing I like the most about Custify is the 360 customer view. It allows me and my team to keep track of a client or view his entire history. After we do a call to discuss solutions we see their health scores improve almost in real time. We can actively see our CS impact in the company's bottom line. **What do you dislike about Custify?** At first, you get the impression it’s not that friendly. The UI has some issues, especially on mobile. **Recommendations to others considering Custify:** Don’t be discouraged the first couple of days. **What problems is Custify solving and how is that benefiting you?** The biggest problem Custify solved for us is the time it takes us to solve any given issue. Instead of going back and forth between departments and clients, now we can solve any issue either on the spot, or in a couple of emails. It has also simplified internal CS performance tracking. ### 29. Great Customer Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Custify?** The ability to segment and group our data based on custom attributes, events, and behaviors - excellent customer support and best practices shared whenever needed. **What do you dislike about Custify?** More custom attribute types and the ability to work with tags would be beneficial, some UI improvements when flowing through the app - such as customization and view of the "Details" area for each customer profile. **What problems is Custify solving and how is that benefiting you?** Understanding customer behaviors and needs, seeing their progress and evolution over dedicated periods of time. Grouping into specific cohorts for curated planning and progress based on their individual status. ### 30. Good solution foro managing customers & tracking health scores **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2021 **What do you like best about Custify?** - Highly customizable app - triggers, playbooks, health scores - Easy to integrate with internal tool and third party platforms - Allows usage tracking and reports ( via Dashboards) - Great overview of client portfolio - Health score tracking with alerts is simple and adaptable to each case - Excellent customer care **What do you dislike about Custify?** - no mobile app or responsive dashboard - their KB system is new and does not fully cover many issues - nps surveys need more channels - Implementation took some time **What problems is Custify solving and how is that benefiting you?** We needed a simple tool that could help us track client health and simplify some of cs related tasks. We have alerts set for each health score and can adapt segments of clients and assign them different CSMs with specific KPIs. No info is lost and everything is in one place. ### 31. Good tool to keep everything and everyone in sync **Rating:** 4.5/5.0 stars **Reviewed by:** Adah K. | Customer Retention Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2021 **What do you like best about Custify?** Good for a customer overview and for syncing across remote team members. No more multi-tool reports or searches. For that it's been great. **What do you dislike about Custify?** Interface is complicated and setting everything up took longer than expected. After using it for a few months, it gets easier, though. **Recommendations to others considering Custify:** take your time to learn the UI **What problems is Custify solving and how is that benefiting you?** Having all relevant client data in one place and keeping everyone in sync on this. This includes sales agents, support agents and customer retention. Reports and segments also help since we no longer need to sync data from 4 tools for 1 report. ### 32. We can scale and have a better relationship with our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2021 **What do you like best about Custify?** The customer 360 view and the automation function are really the best features I use. The first allows me to see everything that a certain client does and understand their unique usage needs and the latter enables us to set custom playbooks with various upsell or churn prevention objectives. With Custify, tracking clients and their engagement with our product is so easy. **What do you dislike about Custify?** Integration and setting everything up took a bit of effort and cross-dept coordination. **Recommendations to others considering Custify:** Ask their CS team for help when you need it. The software is great and works brilliantly but you will need help in the early stages of getting used to it. **What problems is Custify solving and how is that benefiting you?** We needed a simple way to reach out to segments of clients automatically. For some we wanted a custom way of approaching them to upsell or try new features and for others we needed to prevent them from churning without actually needing our staff to get involved. Custify really helped us scale and save a lot of time. ### 33. Seeing actual client usage and onboarding flow has become so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Custify?** One of the best uses I have for Custify is reporting. So far, this app has allowed us to create usage reports any way I want. The custom dashboards really help us keep track of how each segment performs. Aside from this, with the help of the Custify team, I can access one big report which in the past would've taken me days to put together and check for any errors. **What do you dislike about Custify?** It’s a really complex tool that takes a bit of getting used to. Setting everything up takes time and there is no video tutorial, just dedicated support - which is quite good though. **Recommendations to others considering Custify:** It’s a little difficult to use at first but don’t lose hope and be sure that once you will get the hang of how to make the best of this app you will love it. **What problems is Custify solving and how is that benefiting you?** With the help of Custify, I am now able to keep track of our users’ insights and get ideas on how to improve certain aspects of our onboarding, like email timing, triggers or even copy. We are more proactive as a team and it shows in our overall results. It’s helped a lot to be able to view these reports without dev assistance. Our trial-to paid rate has improved and this is directly due to the data we get from Custify’s lifecycle tracking and dashboard reports. ### 34. Custify helped a lot during last year’s push to WFH **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about Custify?** When we started working remotely last year, Custify made our lives much easier. We don’t have to be in the same place to be able to work well together and have easy access to client data. We set our own health scores, depending on what interests us. Once a health score drops, we get an alert and this alone saves us a great deal of time. With the company 360 view we know everything our clients do and we get a clear idea where they’re heading and if they need help. **What do you dislike about Custify?** Nothing. I really regret not getting something like this years ago! **Recommendations to others considering Custify:** Anyone looking for UX friendly software, look no further than Custify. This is by far the best product on the market. However, do pay attention to the onboarding. It’s quite complex. **What problems is Custify solving and how is that benefiting you?** The main benefit we get from Custify is the ability to track how much our clients use certain features. We get to segment and track NPS for each of these features. Not a lot of other software allows custom NPS tracking so this is a big plus. The automated playbooks are an added bonus because the onboarding is now child’s play. ### 35. Custify gives us a break from tedious tasks. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about Custify?** There is no other tool on the market that helps a CS dept as much as Custify. It is the perfect tool for our Cs TEAM. As a manager, I need to be able to keep track of what every team member is doing, and this is exactly what Custify is helping me with. Another great feature is that we can track our clients' health scores based on pricing plan or per any other segment you could think of. **What do you dislike about Custify?** It's that one report that I have to get from Philipp's team when I need it. Wish I could do it by myself, but I see it as a small issue that will be fixed soon. **What problems is Custify solving and how is that benefiting you?** TIME!!! We are saving so much time now. When we reach out to a client, we use the customer 350 view and it helps to have every bit of information in one place and not to have to collect it from various other departments. I can now set tasks for my team, alerts to let us know when it's time to take action and all of this paid off really fast. Our churn has dropped significantly compared to the time when we weren't using Custify. ### 36. With Custify the customer success team can finally scale **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2021 **What do you like best about Custify?** NPS and reports! I can now track and segment our clients’ satisfaction for each feature that they use. Tracking the NPS helps me find out which features our company’s clients use most and based on that I know how to create customized upsell offers. Now the clients are happy because they don’t get spammed and they get offered features that they actually need. **What do you dislike about Custify?** There’s one team performance report I wish I could get as fast as the rest of them, but the Custify CS works really fast and they deliver it the same day so it’s ok. **Recommendations to others considering Custify:** Any CS department that is looking for a tool created with them in mind should get Custify. **What problems is Custify solving and how is that benefiting you?** Custify has made it easy for all of us to have access to information in real time and the entire team sees the same data. This is crucial especially now when we are not working from the office anymore. We get alerts if the health scores drop and this is really important for how we work together as a team. The main benefit is that since we started using Custify our churn has dropped significantly and honestly I consider that reason enough to say Custify has been ROI positive. ### 37. When we found Custify it was a perfect match to the requirement brief from the CS dept **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about Custify?** This software feels like it was custom-made for our customer success department. The segmentation filters work great and the fact that they can track custom health scores per pricing plan is beyond helpful. Now they use the customer 360 view when dealing with clients and it saves everyone so much time. No more requests for cross-tool reports with billing or usage data. **What do you dislike about Custify?** Nothing. It’s been a great help to us so far. **Recommendations to others considering Custify:** Any company that has a CS department, needs this tool. I don’t know how else to say how great it is. **What problems is Custify solving and how is that benefiting you?** Our churn is lower than ever and that’s because we are able to act faster than before if a client is at risk of churn. Also, thanks to the 360 view, the CSMs engage with more clients every day. This helps them scale and lowers the work on dev side for custom reports or tracking. ### 38. I never thought I would be excited about alerts & health scores. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about Custify?** With Custify I have the ability to see as many health scores as I want and to set alerts for them. I am honestly excited about alerts and the automated tasks because they save me and my team so much time and in the morning. We know exactly what the day’s priorities will be. **What do you dislike about Custify?** There isn’t anything that I don’t like. Custify is the best software I have ever used for Customer success. **Recommendations to others considering Custify:** Every feature of this software is great. Try to learn from their team how to make the best of the software. **What problems is Custify solving and how is that benefiting you?** With the 360 customer view, I have an overview of how our features are being used and I can segment and track NPS for each feature. This helps me know what changes our customers need and when we can upsell them on certain customized packages. ### 39. Customer 360 info and health scores made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Custify?** When the company started using Custify, I got a 360 customer view of all clients and this was a game-changer. I can keep track of my clients, see everything in one place and set alerts if the health scores are dropping below a certain point. **What do you dislike about Custify?** The new dashboard feature looks a little rough on the edges, but I don’t think that is a major problem if you take into consideration all the other benefits of using Custify. **Recommendations to others considering Custify:** This is a great tool that every saas business should have. Do note that setup takes a bit and in order to truly benefit everyone will need a proper onboarding **What problems is Custify solving and how is that benefiting you?** We have gained more clients because we’re now able to customize the offer, based on the features that they are interested in. This has helped us convert more people from Trial into Paid. ### 40. Great tool to for managing & tracking day-to-day CS activities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Custify?** One of the things I like best about using Custify is that simple tasks can be done automatically, with no human intervention through playbooks. We get alerts and reports in the morning and can focus on important high touch issues. This saves me so much time and the fact that I can see the clients’ interactions with our team, their usage of our product and any other information I need is fantastic. **What do you dislike about Custify?** Nothing major. I had some trouble in the beginning with UI bugs but Philip’s team was great and they helped solve the issues. **Recommendations to others considering Custify:** It may not be a product tailored for support but give it a shot, you will see how great it works in your saas support / cs strategy. **What problems is Custify solving and how is that benefiting you?** Custify makes communication with my clients easier because I can see all of their history, from payments to health scores and I can assist them as soon as scores drop. It’s a great software to help lower churn and increase customer engagement. Syncing between departments saves time. The tool is part of our effort of moving to a more proactive approach. ### 41. Our CS department is more productive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Custify?** My team uses Custify on a daily basis. The product is incredibly useful and for me, it’s perfect because it helps me track my team’s productivity which has increased significantly. The task and alerts features are particularly useful. When coupled with our custom health scores, we now get alerts on specific client issues. No need for long reports every morning. **What do you dislike about Custify?** Nothing really. It didn't seem easy to use at first but after a while I got used to it. **Recommendations to others considering Custify:** I would tell anyone considering Custify to take the plunge without any regret. It’s the best product on the market and be sure to take full advantage of Philipp and his team because they are knowledgeable and responsive. **What problems is Custify solving and how is that benefiting you?** We are able to track health scores per segment and this reduces significantly the time it takes us to perform a task. We can set alerts for these health scores and the software sends an alert when these health scores drop. It’s useful also because each team member is assigned tasks based on custom playbooks we set. ### 42. A software bought for our CS team really helps us in Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2021 **What do you like best about Custify?** What is great about this app is that I can track all the information about a client and see what support does. It’s great because when I want to contact a client to get him from the trial into paid period or make an upsell, I don’t have to wait on that info to come from various other depts or reports. Instead, I have everything in one place in the customer 360 view and i can tie it with alerts. **What do you dislike about Custify?** I may be just a little jealous that the software itself wasn’t meant for Sales, but other than that everything is perfect. **Recommendations to others considering Custify:** I know that it was thought out to be a tool for support specialists but if you are looking for a multi-function multi department tool, Custify really works. **What problems is Custify solving and how is that benefiting you?** Our onboarding rate has gone up and the clients are happy when we contact them, and we know exactly what it is that they need. On top of this, I save a lot of time thanks to the 360 customer view and I feel much more productive. ### 43. The features in Custify directly help us coordinate both sales and support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2021 **What do you like best about Custify?** Custify has come in handy especially in the recent past. I was handed a client from another colleague and I knew nothing about him so I had to find out everything asap. Having Custify was great because I was able to see every conversation he had with my colleague, his conversation history with support people and his usage of our product. I was able to do all that, contact him and look professional from the first day. This would have never happened in the past when the customer 360 view was not part of my life. **What do you dislike about Custify?** As a Sales Consultant, I don’t use it to its full extent and what I do use it fits my needs perfectly and I have no complaints. **Recommendations to others considering Custify:** If you think this is only for CS departments you are wrong. We use it to sync every dept and in sales it helps us with conversions from lead to paid. **What problems is Custify solving and how is that benefiting you?** It saves me time. It makes communicating with my clients a lot easier. I have been able to get more of them from trial to paid and I have upsold more than in any other month before Custify was available. Basically, for me, it helped me go over my target and become closer to my clients. They trust me more and that is a huge plus. ### 44. Real-time customer visibility is a game-changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 25, 2021 **What do you like best about Custify?** Custify is an awesome tool to segment your client base into manageable areas and to target each segment with automated campaigns to address concerns or give shout-outs. **What do you dislike about Custify?** Custify and its team have been awesome and there is nothing that I can think of that they can do better currently. **What problems is Custify solving and how is that benefiting you?** Impact customer retention and reduce churn by better engaging and educating our customers on our stickiest features. By properly tracking our product feature usage, we can properly promote and educate our users on our stickiest features and this reduces the likelihood of churn. ### 45. A tool for CS that works brilliantly for Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2021 **What do you like best about Custify?** It’s a great tool. It’s easy to use and on top of a nice and clean UI, it has amazing features that make it perfect for me. The segmentation and the tasks that are assigned automatically are helping with staying on track and saving time for the entire team, not just me. **What do you dislike about Custify?** There are certain reports that I must ask the Custify team to send me. Luckily, they are very quick about it and it’s not the end of the world. **Recommendations to others considering Custify:** It may be a CS tool but don’t overlook it; it can do wonders for a multitude of departments. **What problems is Custify solving and how is that benefiting you?** I like having everything in one place now, instead of spread on multiple platforms. Plus, I get to see everything that my clients are dealing with, and it makes interacting with them much easier, and you can tell they are satisfied as well. ### 46. Every CS team should implement Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Mihai S. | Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Custify?** The health scores and the ability to track them per segment like pricing plan or feature usage are excellent. We can sync that with the alerts, and when the health scores drop, we get an alert, and we can react faster than we were able to in the past. Custify has improved our relationship with the customers and our churn has dropped significantly. **What do you dislike about Custify?** I have no complaints about Custify. It’s perfect the way it is. **Recommendations to others considering Custify:** Are there CS businesses and teams that don’t use Custify? This software should be the first thing any CS team acquires even before anything else. **What problems is Custify solving and how is that benefiting you?** We all get the same information simultaneously, and we can access it whenever we want. It’s great to be able to work remotely like this. Physically we may not be in the same place, but we work just as well. Getting alerts when something happens it’s also great because we don’t waste time looking for a problem. For sure the most important problem that Custify helped us solve was the churn which has dropped significantly since we started using the software. ### 47. A tool every b2b SaaS team should use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2021 **What do you like best about Custify?** This software makes it easy for me to segment and track our customers’ loyalty for each feature that they use. Being able to track the NPS means I know what features they use and based on that information, our company can create customised upsells. **What do you dislike about Custify?** Some reports that I need require getting in touch with Philip’s team, to get them. **Recommendations to others considering Custify:** Anyone looking for a CS tool should look no further than Custify, but do keep in mind that implementation takes time and a bit of effort. The custify team give out a detailed doc but your devs will need to put in a few hours. **What problems is Custify solving and how is that benefiting you?** With the help of Custify, everyone has the same information, and it’s accurate. We all have access to the same things, and aside from saving time, we work so much better together. Our churn has gone down (significantly) and our upsell has gone up since we started using Custify. I think there is no better reason to use and stay loyal to this software. ### 48. We have significantly reduced client churn **Rating:** 5.0/5.0 stars **Reviewed by:** Adina J. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Custify?** Keeping track of all our KPIs with the help of just one tool is something great. It saves time and makes work and our ability to improve so much easier. If one of our clients is at a risk of churn, we get an alert and the system assigns the task to a team member who can try to fix the issue. Since we’ve started using Custify, our churn has reduced significantly. Furthermore, our team has managed to do a great job, despite working remote. **What do you dislike about Custify?** Honestly, the only thing that comes to mind is a dashboard, to have every report in one place. This would be a great improvement. Other than that, everything’s perfect. **What problems is Custify solving and how is that benefiting you?** We are now able to see much faster (through alerts) when a customer is at a risk of churn, and we also get alerts for customers with low engagement, which allows us to take action faster in both cases. For example, with low engagement clients, the system automatically sends a custom playbook with emails and notifications to a CSM who will check for any issue. ### 49. A tool that helped us push to organize and plan **Rating:** 5.0/5.0 stars **Reviewed by:** James D. | Process Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2021 **What do you like best about Custify?** The customer health scores and automation features are saving us a lot of precious time. We know which client needs our attention and regarding what issue. Our clients are happy we don't spam them and I'm happy the team does more revenue per agent. **What do you dislike about Custify?** Some reports require contacting the Custify team; it would be nice to be 100% independent. **Recommendations to others considering Custify:** I would recommend Custify to any business that deals with subscription clients. It’s the best CS product on the market and they have an amazingly helpful team. You won’t regret your decision. **What problems is Custify solving and how is that benefiting you?** The automated process and the health scores let us know exactly when to upsell, when the trial period is almost over or when the client is at a risk of churn. We are more focused since we started using Custify and our churn has reduced by a significant percentage. ### 50. A serious piece of software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Program Development | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Custify?** We implemented this to simplify our customer facing teams’ job. We needed something that would integrate every tool we use and give the team options like health scores and task coordination. We really loved the onboarding process with Philipp - we got a detailed list of each step and a lot of tips on how to best configure Custify for our use case. **What do you dislike about Custify?** Nothing really. This software is a great fit. **Recommendations to others considering Custify:** If you’re looking for a software that simplifies the support and customer success teams’ jobs, Custify is a great fit. **What problems is Custify solving and how is that benefiting you?** Custify is definitely much better than a custom solution we originally had in mind. The team gets everything in the company 360 view and now they can focus on users at risk of churn or companies in need of upsell. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+09%3A06%3A06+-0500&secure%5Bsession_id%5D=0b10ff3e-d519-48bb-9cd4-56b0dc372dca&secure%5Btoken%5D=56d4c5e6f2bc54faffe86222eeddaa99f5a24abd006afd5ad0d65c1442baa0db&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)