--- title: Custify Reviews meta_title: 'Custify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 526 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: 526 scale: '5' date_modified: '2026-08-07' 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:** 526 ## 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, facilitating efficient tracking and analysis of customer health. (121 reviews) - Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively. (82 reviews) - Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively. (54 reviews) - Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies. (48 reviews) - Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs. (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 highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation. (29 reviews) - Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features. (20 reviews) - Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify. (20 reviews) - Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use. (17 reviews) - Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management. (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. Used it for 3 months and love it! **Rating:** 5.0/5.0 stars **Reviewed by:** K.J. G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Custify?** Custify is the best tool that I have found to manage our customer journey and monitor user behavior on our website!! **What do you dislike about Custify?** We don't use the task manager aspect of Custify but love every other part of it! **What problems is Custify solving and how is that benefiting you?** Custify allows us to track user behavior in our app and better serve our customers based on the results. It's amazing. ### 2. A solid Customer Success Platform with a well established customer feedback-loop. **Rating:** 5.0/5.0 stars **Reviewed by:** Damian L. | Tom, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Custify?** Custify does have all the features you would expect from a mature Customer Sucess Platform. They have in-depth segmentation, automation through playbooks, health scores that can be defined for each segment, a solid task system, lifecycles, surveys, the possibility to create calculated metrics, and a dashboard section that you can customize. And last but not least, the Custify team released a new feature called Touchpoints. It allows your CSMs, among other things, to review scheduled emails and customize them if necessary. This is a great addition and makes Custify a great tool if you want to segment your client base into multiple segments and be able to safely apply various levels of automation. **What do you dislike about Custify?** The platform is modular and allows for very fine and detailed customizations of your workflow. Once your setup and customer journey grow, the complexity of maintaining this system will too. A possible path to help users make those setups less complex would be top-level templates or predefined modules combining segments, playbooks, and health scores. **What problems is Custify solving and how is that benefiting you?** We are building a Customer Journey that can cater to different segments and types of customers and supports the CSM as much as possible in that process. As we work with our clients and discover new findings, we can quickly adapt those journey paths in Custify. With every iteration, our Customer Journey gets better at helping clients reach their desired outcome, and Custify does a great job in helping us operationalize that. ### 3. Perfect product for Customer Success teams **Rating:** 5.0/5.0 stars **Reviewed by:** Rania A. | Head of Customer Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Custify?** My favorite part about custify is the ability to easily track health scores and create automated tasks for CSMs based on them. It really helps set up the right processes for our department. **What do you dislike about Custify?** There was a bit of a learning curve to understand all the options fully. **What problems is Custify solving and how is that benefiting you?** Personalize emails based on the customer's data, reduce customers from delinquently churning by creating tasks for CSMs, and identify possible upgrade opportunities to increase retention rates. ### 4. Great Tool for Customer Success Departments **Rating:** 5.0/5.0 stars **Reviewed by:** Davide O. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Custify?** Custify is a powerful tool For CSMs and Success department in general. It has health scores that can be defined for each segment, the dashboard gives you also the possibility to send surveys and to create calculated metrics. One other positive note goes to the layout, with one page you have access to all the different informations you need about your clients. It is also possible to personalize the dashboard itself. **What do you dislike about Custify?** It is not something that I dislike, but it would be good to have a 'help section' where different help pages are included, giving you possibility to learn even more about the dashboard and the different sections without having necessarily a training. **What problems is Custify solving and how is that benefiting you?** The tool gives you possibility to save lots of time and to have everything you need in just one page. Considering the fact that success departments need to resolve different tasks in their daily duties, this tool is just perfect. Best benefit: time saved in all the tasks that would requires lots of time to be checked/resolved. ### 5. Useful tool to manage your customers and playbooks, has room for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Lucas K. | Team Lead Customer Success Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Custify?** We like the automatic playbooks, which we will use for a variety of reasons. From nurture flows to direct approaches. Once you understand how it works, you will get along fine with custify. **What do you dislike about Custify?** Some overviews within the tool look rather basic. Also the setup of the entire tool takes a lot of time to understand fully. I think the tool will benefit from having more learning tools, academy's. Mostly, we really like our Customer success managers' help, @Giorgiana! **What problems is Custify solving and how is that benefiting you?** Scalability of our platform seems like a challenge. Using custify has improved this quite a bit, even though we are not really there yet we see how much custify could help us. ### 6. Great product - great team. **Rating:** 4.5/5.0 stars **Reviewed by:** Kev R. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Custify?** The beauty of Custify is it's flexibility. It can be configured to suit our exact needs. The team are great too – they understand our requrements really well. **What do you dislike about Custify?** It's not neccassarily a dislike, but because the platform is highly configurable it does take some time to understand what the best setup is. **What problems is Custify solving and how is that benefiting you?** Makes it easy to communicate with our ICP/customer segments, be proactive, and be reactive where needed. ### 7. Great platform, great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca S. | Client Success Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Custify?** Custify is easy to use, has great features, makes automating procedures super easy and extremely useful for recordkeeping. **What do you dislike about Custify?** In the few months I've been using Custify, I haven't found a single thing I don't like about it! **What problems is Custify solving and how is that benefiting you?** Custify is a great place to manage a client's account from start to finish, and keep all notes, task reminders and communication in the same place for ease of reference. ### 8. Custify Provides Start-Up Value and CS Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Lizz D. | Head of Customer Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Custify?** It's amazing to be able to segment our customers with certain attributes. It's also really important to be able to track where customers are at in their onboarding. **What do you dislike about Custify?** Sometimes I have to refresh the page in order for things to "stick" or show as updated. **What problems is Custify solving and how is that benefiting you?** I now have visibility with our customers and a pulse on how things are going with them to prevent churn. ### 9. One of the best tool out in the market **Rating:** 4.5/5.0 stars **Reviewed by:** Ricky P. | Sr. Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Custify?** One of the best parts of using Custify is the Playbook. And having custom attribute to enhance people and company with more flexibility. **What do you dislike about Custify?** One of the parts which is still lacking is the API with bulk update, has a limitation of number of companies that it can support, There are workarounds that we found, but it always good to have straight forward API that can handle it. **What problems is Custify solving and how is that benefiting you?** We are using Custify as CRM to manage relationships with our customers. ### 10. Simple to use and they provide excellent, fast support when needed **Rating:** 4.5/5.0 stars **Reviewed by:** Diana G. | Head of CS, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2022 **What do you like best about Custify?** I like the segments and main customer view; it enables us to carve up our customer base to target the right groups of people with the most relevant information. **What do you dislike about Custify?** The email / playbooks feature isn't as good as it could be in terms of editing and creating emails - I find I have to export from an external HTML editor for best results which is a bit clunky. **What problems is Custify solving and how is that benefiting you?** It allows us to view all of our customers and overlay health, usage and subscription data so we can focus on those who need some human help. ### 11. The tool you need to do a proper customer segmentation **Rating:** 5.0/5.0 stars **Reviewed by:** Paula M. | Paid Media Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about Custify?** As a paid marketer I am always concerned about my landing page conversion rate. In order to make sure I have this covered, I need to know that my marketing messages are relevant and users resonate with them. Having the possibility to understand how different types of users use 123FormBuilder, what type of features they adopt, and why, makes me write better copy and has a positive impact on my conversion rate. **What do you dislike about Custify?** Based on the current product usage there is nothing I would say I dislike. **Recommendations to others considering Custify:** You could easily consider Custify a solution only for your CS and Support teams. That will be a mistake. Marketers benefit from it as well. **What problems is Custify solving and how is that benefiting you?** Custify helps us build a better segmentation strategy. It offers visibility on feature adoption, it helps us better understand and track user pain points. Having this clearly stated, helps us improve our marketing messages which have a direct impact on search landing pages conversion rate. We noticed and improved QS. ### 12. The perfect tool to manage your customer success operations **Rating:** 5.0/5.0 stars **Reviewed by:** Karina K. | Participant Support and Rewards Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Custify?** Having all the customer information in one tool and not needing to go back and forth between multiple systems. This actually saved a tremendous amount of time for the Customer Care team who finally had the time to talk to our customers and understand their real pains. We moved from reactive to proactive customer service. **What do you dislike about Custify?** I like the product and I am glad we took the decision to implement it. **Recommendations to others considering Custify:** Invest the time to properly set it up. Get the buy-in from your Product team to send product events. **What problems is Custify solving and how is that benefiting you?** The lack of customer visibility made us stay reactive for a long period of time. We switched the approach when we implemented Custify because we had all the data in one place. It improved our customer communication, it helped us set up correctly user expectations when we were talking about bugs SLAs, it gave us the opportunity to work on our renewal processes. ### 13. Custify helps us build the right message for the right audience **Rating:** 5.0/5.0 stars **Reviewed by:** Andreea Gabriela P. | Copywriter, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2022 **What do you like best about Custify?** Custify is powerful when it comes to building a proper segmentation for your customers. Having a proper segmentation strategy gives you the chance to deep dive and understand how are specific users using your product. What features do they use, how do they use them, and why do they use them? Knowing this type of information helps me tailor my communication. **What do you dislike about Custify?** I absolutely like the tool and I am glad the marketing team has access to it. It is super intuitive and easy to use for non-technical users. **Recommendations to others considering Custify:** Explore the tool in-depth and make sure you are taking advantage of all its functionalities. Do not limit its use to customer success teams. **What problems is Custify solving and how is that benefiting you?** Making sure we have a proper market fit is one of our priorities in the marketing team. We want to make sure we are attracting the right audience because this means higher conversions rates and a decreased churn rate. After we start using Custify our churn started to decrease by 25% ### 14. Easy, leightweight CS suite **Rating:** 4.0/5.0 stars **Reviewed by:** Dr. Jonas S. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2023 **What do you like best about Custify?** Easy to implement, leightweight with all the essentials and no fuss! **What do you dislike about Custify?** Sometimes small bugs reveal how young this company is. But no bugs that haven't been fixed afterall. **What problems is Custify solving and how is that benefiting you?** It is our daily tool for the entire CS team. Metrics, Health Scoring, Playbooks and Lifefycle + Communication. A single point of truth for us! ### 15. An effective tool to manage customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Custify?** Our enterprise business unit division relies on Custify as its single point of truth. Custify integrates with almost every key tool we use on a daily basis, enabling us to monitor the health of our customers and take proactive measures instead of reacting. **What do you dislike about Custify?** There really isn't much I dislike about it. **What problems is Custify solving and how is that benefiting you?** Custify has enabled us to consolidate all customer data into a single platform, allowing us to create more detailed health metrics that will help us scale customer success even further. By using Custify, we can build bridges between other departments: marketing sees our champions, sales identifies upsell opportunities, and product understands how users are using the product. ### 16. Understanding ICPs Is a Breeze with Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Custify?** As a content specialist in a marketing agency environment, my goal is to create content that would drive the most tangible results for my clients. That means creating content that is precisely tailored to a client’s target audience and ideal customer profile. Custify’s customer data analysis capabilities helped us understand our client’s ICP quickly and easily to produce high-performing SEO content. **What do you dislike about Custify?** Nothing I can think of — Custify was a great solution for us all around. **What problems is Custify solving and how is that benefiting you?** We had a SaaS client who was already using Custify and gave us access to the platform as part of our audience research process. With the data from Custify, we were able to construct a precise ICP and target it with SEO blog content. This SEO content later went on to surpass our goals for the top-of-the-funnel organic traffic to the client’s website, ultimately leading to surpassed conversion goals. ### 17. Client related tasks, simplified **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Custify?** It's so helpful to have all client-related tasks in one place. Regular touch points, scheduled follow-ups, and reminders to self can all be handled in one place, with a reference of recent communications right next to it. **What do you dislike about Custify?** My only wish is that the task notifications were more like desktop push notifications. Sometimes task alerts get lost in the shuffle, but still nice to have them all in one place. **What problems is Custify solving and how is that benefiting you?** Our company primarily uses Custify to give our Success team a way of tracking customer interaction, tasks, and communications. We also use it for keeping notes from client meetings. We've since added staff from other teams (Operations) into Custify so they can more easily see some background/context on clients. ### 18. A hidden gem in a forest of Customer Success Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Stijn S. | Customer Success Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2022 **What do you like best about Custify?** Let me start off that the onboarding process of Custify is out from this world. Literally, I felt special from the first contact. The Customer Success Team (especially Natalia) knows the product inside out, is transparent, listens & really goes this extra mile. This is literally every other tool I worked with in the past 5 years but on Crack. It's easy to navigate, stellar dashboarding. Doing my day to day job never was so fun. Ultimate pro's: * Great dashboarding * Really cool metrics calculating tool * Easy to set up segments * Really easy to set-up **What do you dislike about Custify?** Noting so far. Really! The feedback you provide is taken into account and you get updates on them on a regular basis. Your customer voice is heard & you are central in your partnership with them **Recommendations to others considering Custify:** N **What problems is Custify solving and how is that benefiting you?** Benefits: * Keeping track of the metrics of all my customers * Just a few clicks to understand the behaviour of my customers * Easy oversight of risk management * Sending surveys with the blink of an eye * Building playbooks which automates processes on company and person level. Never saw that before! ### 19. Achieving actionable insights from customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Custify?** When I interact with our customers, I feel more comfortable since we started using Custify. Custify empowers us not to be surprised by an unknown customer issue. I understand how they use our platform, where they find value, and how we can better support them. **What do you dislike about Custify?** It has been less than 6 months since I started using Custify, and so far, everything has gone smoothly. I have no complaints. **What problems is Custify solving and how is that benefiting you?** It gives us the ability to create custom scoring based on customer usage of our products. This allows us to drive meaningful conversations and be one step closer to understanding the needs of our customers. ### 20. Custify has been a great tool to monitor Customers health **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Custify?** Dashboards and healthscores where I can understand how our customers perform (adoption & retention) at one glance. **What do you dislike about Custify?** Email templates could be more dynamic where we can insert links, banners, images and even signatures. **What problems is Custify solving and how is that benefiting you?** Before using Custify, we were tracking our customers adoption, engagement and retention rate in a very manual way where we will export the data on excel sheet and then do the calculations by %. By utilising Custify metrices and healthscores, we are able to monitor these values in real time and segment customers based on how their performing on Custify. In turn, our communications with customers have been more personalised. ### 21. Amazing Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Custify?** What I appreciate most about Custify is how easy it is to use. We had demos with all the big CSM software solutions, and Custify had the best UI and checked all the boxes we needed. **What do you dislike about Custify?** There's nothing to dislike! It does take some time to get set up, but our Custify onboarding and success team has been incredibly supportive. It can feel overwhelming at first, but their team is top notch. **What problems is Custify solving and how is that benefiting you?** Managing our relationships with customers was getting difficult as we grew, Custify makes it much more manageable. ### 22. Your CS stack must include Custify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2022 **What do you like best about Custify?** It is user-friendly and brings important customer information in front of your relevant internal audience. Implementing Custify changed how my team works and how our relationships are managed. **What do you dislike about Custify?** There are no comments or additions I can make. The team is excellent, the CSM is helpful, and the dedicated slack channel is fantastic. **What problems is Custify solving and how is that benefiting you?** Previously, our data wasn't organized and wasn't used intentionally or meaningfully. After using Custify, this is now part of our normal workflow. ### 23. Great for business automations **Rating:** 5.0/5.0 stars **Reviewed by:** Lo G. | Social Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Custify?** I like that Custify makes it very easy to find customer data. **What do you dislike about Custify?** Custify has a medium learning curve with acronyms that took me a bit to understand. **What problems is Custify solving and how is that benefiting you?** The company I work for uses Custify, and I use it to get data on customers because I'm in customer service. ### 24. A fantastic team behind an awesome CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Gary H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** The part that gets me overly excited is having all the information I need on one screen without needing to navigate back and forth between multiple tabs. I can view the entire lifecycle of a customer, and this saves me at least one hour per day. I can invest that hour in building meaningful relations with our customers. **What do you dislike about Custify?** It would be nice to see more examples of playbooks and learn what other Custify customers have set up that we could borrow from without having the information channeled through the CSMs. This way, the processes would be more self-serve, and we can move even faster in some circumstances. **Recommendations to others considering Custify:** Make sure you go through the onboarding process together with your CSM. It saves time and brings you up to speed with Custify **What problems is Custify solving and how is that benefiting you?** One of the biggest challenges was customer visibility. We were spending a lot of time gathering information rather than talking to customers and establishing meaningful relationships. By implementing Custify, we saved at least one hour per day to give back to our customers. ### 25. Customer Success operations running smoothly **Rating:** 5.0/5.0 stars **Reviewed by:** Silviana P. | Senior Manager, Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2022 **What do you like best about Custify?** In my personal experience with the tool, what I like the most is how easy it is to segment customers by various criteria and decide on action paths for each segment. Also, the responsiveness of their team. They are open to receive feedback, and the product is constantly updating to reflect such requests. The ease of use for CSMs, the increased visibility into tasks, the easy to build targeted and segmented lists based on product usage have made our team very efficient. As I continue to add more use cases, I am impressed with the capabilities to support these needs. **What do you dislike about Custify?** Nothing really, but make sure you bring all the data points you need into Custify. The tool is as good as the data you feed into it. Also, I'm always looking for more reports around individual CSMs' activity. **Recommendations to others considering Custify:** Have a transparent relationship with your CSM from Custify. In my experience, they provided dedicated best practices once they knew my primary goals. **What problems is Custify solving and how is that benefiting you?** I am looking for a quick way to identify struggling customers and those that are exceeding. Or customers that fit a specific profile. Custify makes it easy to find and segment the client portfolio based on different criteria and then set various actions through playbooks. ### 26. Great features and support, has really helped us scale our efforts **Rating:** 4.5/5.0 stars **Reviewed by:** Aalexander S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Custify?** With Custify we can track health scores per segment or pricing plan, we can set alerts if the health scores drop, and send tasks to the person designed to fix them. We all know precisely what we have to do in the morning thanks to this automation. We save more time than we could have thought possible. **What do you dislike about Custify?** It's taken months to get everything setup and onboard all our staff. Also we have some local tools that we needed to connect via API and this involved extra work from the Custify team that got pushed back a bit. **Recommendations to others considering Custify:** The benefits to lowering churn alone should convince anyone to use Custify. Trust their team and be patient while learning how to use it. It’s an investment in your team and company. **What problems is Custify solving and how is that benefiting you?** As a team, we work much better together, we each know what we have to do and thus we save a lot of time. As a manager, I know, in real-time, what each member of my team works on. And the biggest problem that we solved with Custify is churn; it's dropped dramatically. ### 27. We’ve been working smarter since using Custify **Rating:** 4.5/5.0 stars **Reviewed by:** Angel G. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** The ease of use and the simplicity of the UI interface is the best part. Everything starts from a proper client segmentation, and you can use those segments in building powerful health scores or different lifecycles. Building playbooks is a slam dunk, and they keep us focused on what’s important. **What do you dislike about Custify?** It would be nice to be able to build playbooks using conditional logic. I know this is something Custify is preparing for release soon. **Recommendations to others considering Custify:** Do not be afraid to contact support or your dedicated customer success manager, as they are very helpful. **What problems is Custify solving and how is that benefiting you?** With the help of Custify, we’ve been able to bring visibility over the client communication history and establish a cadence. We implemented onboarding lifecycle tracking, educational lifecycles, and product adoption lifecycles. We can now easily see the impact of our marketing automation on the overall business and we understand the revenue at risk we've managed to save. ### 28. Customer Success functionality with accurate reports **Rating:** 5.0/5.0 stars **Reviewed by:** Monica B. | Customer Success Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Custify?** Our reports are finally accurate with data from across our tool stack. Now we can keep track of our clients’ insights which makes it so much easier to anticipate when and what kind of feature upgrade they could use. The automated playbooks are also great because we can link our tools and do complex outreach. **What do you dislike about Custify?** I would say that maybe the only downside is that it’s not easy to setup, and some features are quite complex to navigate at first. **Recommendations to others considering Custify:** If saving time on daily tasks and reducing your churn are on your to-do list then you really should consider Custify. Also, don’t be afraid to ask for help from the support team - they're great! **What problems is Custify solving and how is that benefiting you?** Since we started using Custify, I have been able to upsell more than ever before and, thanks to the custom health scores. Of great benefit are also the custom tasks and alerts: if a client has low health scores, we know exactly when to call, what to offer. ### 29. Difficult to Navigate and many updates needed **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2022 **What do you like best about Custify?** Custify is helpful for gathering health scores, however there are a lot of bugs and we lost months of data **What do you dislike about Custify?** The UX isn't great, and it's hard to track certain aspects of each customer and receive timely updates. Additionally, there's no way to send emails to a full list. **What problems is Custify solving and how is that benefiting you?** It gathers our health scores but this is now all we use it for as other features were lacking ### 30. Reporting is more accurate and fast **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn F. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** One thing I like most about Custify is that reporting is easy, and I can create my reports based on whatever criteria I choose. Custify allows us to integrate other tools, enabling complex segments and health score tracking. With Custify, I can target clients much easier during each phase of their journey, and I don’t spam those uninterested. For example, we target clients that need extra features and offer them the option to upgrade for a customized fee. **What do you dislike about Custify?** Some reports that are too complex to generate, requiring help from the Custify team. It’s a little bit inconvenient but the Custify team are quick to help. And the dedicated slack channel is convenient. **Recommendations to others considering Custify:** It’s a great tool to have because it optimizes your work, and tasks feel easier to accomplish. Take your time during the implementation process to set your health scores correctly. **What problems is Custify solving and how is that benefiting you?** Having Cutify has saved me a lot of time and it helps me stay on track with my daily tasks through alerts and tasks. It’s easy to work when you have every bit of information in one place. The 360 customer view is a great help because it lets me check a client’s history and usage of our features and thus create a customized offer to upsell him. ### 31. The Lifecycle Tracking feature is a great help **Rating:** 5.0/5.0 stars **Reviewed by:** William S. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** We can set health scores and alerts in any way that works for us and that is a plus over the previous method we used. Being able to see what features work best for each client through the 360 customer view is something any saas team should have. It just makes it so much easier to segment and track NPS for every feature our clients use. **What do you dislike about Custify?** We haven’t been using it for too long but so far the only trouble I had with Custify was just getting around it the first few times. **Recommendations to others considering Custify:** Don’t look any further. There’s nothing better on the market with all these features at this price range. **What problems is Custify solving and how is that benefiting you?** There’s been a noticeable growth difference in the onboarding process since we started using Custify. The 360 customer view makes it easy to see what clients need and to create a customized outreach plan for them. With custom offers and better feature adoption, we have reduced our churn significatively. ### 32. Powerful insights & customer segmentation done right **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip W. | Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** The fact that I can easily slice and dice our customer base. Custify helped us build powerful segments that we use as a foundation for health scores and lifecycles. We can better adapt our marketing communication to help the users discover and adopt our solution. **What do you dislike about Custify?** Custify is a great tool that provides plenty of insights. What's not to like about it? **Recommendations to others considering Custify:** Custify can be the go-to tool for multiple teams. Do not see it as a tool exclusively for CSMs. Marketers can benefit from it as well. **What problems is Custify solving and how is that benefiting you?** I was trying to automate and at the same time, “upgrade” our educational lifecycles. Before using Custify the educational lifecycle was not connected with the product usage. You could not differentiate between different scenarios such as active users versus passive ones, users who were using a specific product feature etc. Having this information in Custify offered the possibility to customize the communication and be more relevant. ### 33. Great experience from the beginning **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2022 **What do you like best about Custify?** Custify is all about user experience, from the way the platform was built, having in mind CSM needs, to the way their team interacts with ours, on a day-to-day business (walking the walk not just talking the talk). This is absolutely vital to us. Every second one of our team members spends wasting thought on "why isn't the system working" or frustrated struggling with some unintuitive menu, is one not spent having meaningful conversations with our customers. **What do you dislike about Custify?** Nothing comes to my mind at this moment. I was impressed by the way the product looks and works from the moment I saw the demo. **Recommendations to others considering Custify:** Make time to do a proper implementation with their team and bring in multiple sources of data. **What problems is Custify solving and how is that benefiting you?** Reducing wasted admin time, increasing customer engagement, getting ahead of churn, and improving CSM portfolio capacity. After implementing Custify we have had increased visibility on usage stats, a better understanding of which clients are high/medium/low risk of churning, and a smoother renewal process with improved and consistent communication across the user base. ### 34. Customer health portfolio at a glance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Custify?** By far the responsiveness of their team. Their CS team is best in class, and their product is constantly updating to reflect requests from customers. The ease of use for CSMs, the increased visibility into tasks, the easy to build targeted and segmented lists based on account details or usage has made our team more efficient than ever. As we continue to develop our use cases and build out the platform, we continue to be impressed with the capabilities to support our needs. **What do you dislike about Custify?** Nothing really but make sure you bring all the data points you need into Custify. **What problems is Custify solving and how is that benefiting you?** We were looking for user insights and a quick way to identify customers that are struggling and those that are exceeding. Custify makes it easy to find and segment our client portfolio based on different criteria and then respond directly in meaningful ways that resonate with customers. ### 35. Full-featured Customer Success software strengthened by outstanding technical support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Custify?** I can: track action items (Tasks) for all my clients, get reminders, customize tags & notes, leverage integrations, automate outreach, and benefit from outstanding customer support from the Custify team! **What do you dislike about Custify?** The technical support/CS team has been very helpful and responsive in addressing any concerns. If application response time could be slightly improved, it would make it even more useful. **What problems is Custify solving and how is that benefiting you?** Custify helps me manage all the outreach and follow-up I need to address for my clients without leaving me to rely on post-it notes, spreadsheets, tracking sheets, etc. ### 36. An awesome team behind a powerful CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Savu M. | Coach, Trainer, Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Custify?** From the moment I started using the tool, I was sold on the UX/UI of the product. Everything was easy to use, 1 click away. It was clear to me that it was designed having in mind the user's (in this case customer success agent, manager) pains. What I like is that for every task that you do you have a customer context. You do not have to switch between tabs, to navigate a long list of customer details. **What do you dislike about Custify?** I had the chance to use the tool for a few months only but it was enough to know that it is what every Support or CS team needs. **Recommendations to others considering Custify:** The concierge onboarding service was amazing. The Custify team was a real business partner and supported us every step of the way. Do not hesitate to get in touch with your dedicated CSM every time you are in doubt. **What problems is Custify solving and how is that benefiting you?** We wanted to move from a reactive to a proactive customer approach. And in order to do that we needed all the relevant customer information at our fingertips. We were handling customer chats and the time we had available to do customer research and understand user context was limited. So having billing information, product data, and customer communication history in one place made it easy for us to reply faster and better to our clients on chat. We noticed an immediate increase customer satisfaction. ### 37. All the customer information you need at the tip of your fingers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Custify?** I have a 360-degree view of every customer I interact with. I am no longer blindsided. I can anticipate when a customer is frustrated because he reported a bug 2 weeks ago and did not receive an update from us. I have my task to-do task list and I know every day who are the customers I should focus on. I can better prioritize the things that are important and require my immediate attention **What do you dislike about Custify?** From the moment we implemented the solution it became one of the few tools that I use on a daily basis. **What problems is Custify solving and how is that benefiting you?** Since using Custify we could manage more customers per CSM and we could identify customers that needed our attention. It allowed us to be more proactive on a daily basis and automate manual tasks. The process became really streamlined and it helped us become better for our customers. ### 38. Custify allows you to take action based on where your customers are in their lifecycle **Rating:** 4.0/5.0 stars **Reviewed by:** Gef F. | Senior Solutions Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Custify?** Custify is a great tool to set up customer success workflows and segments. You can also quickly identify any notable events for the customer to enable customers to maximize your product. The team at Custify is also quick to iterate on any product feedback or requests. **What do you dislike about Custify?** Their reporting tool/dashboard needs additional work in order to be more useful. **What problems is Custify solving and how is that benefiting you?** Custify allows us to segment and track customers based on their lifecycle and create appropriate actions. ### 39. Custify in a nutshell: An awesome team behind a powerful tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Ruxandra G. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **What do you like best about Custify?** The team behind the tool is simply outstanding. You feel you gained a real business partner from the first moment you interact with them, from the very first sales conversation. During the concierge onboarding, the Custify team showed us what was actually possible, we designed new workflows, we automated everything and now at a glance, I can see every customer from those at risk of churn to those eligible for upselling. **What do you dislike about Custify?** Not much to say on dislikes. Up until now, Custify has been meeting all of our needs from the very first moment we interacted with them. **Recommendations to others considering Custify:** Invest time in the relationship with your dedicated CSM. They will be able to provide best practices if they understand your main challenges. **What problems is Custify solving and how is that benefiting you?** Custify helps me better organize my day and it forces me to always work on what matters. This can be challenging, especially when handling a large number of accounts. I like the fact that I can create tasks for myself, and plan out my touchpoints to make sure no accounts are slipping through the cracks. The playbooks we’ve built for the renewal process reduced some of the manual burdens of planning. It also helped us bridge the gap between customer success and account management and our internal process just got better since we've implemented Custify. ### 40. Understanding our clients has allowed us to become proactive **Rating:** 5.0/5.0 stars **Reviewed by:** Anisah S. | Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **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 solve an issue, we can see in the 360 dashboard if the problem persists and if the client's feature usage increases. This is one of the best things about Custify - contextual visibility. **What do you dislike about Custify?** At first, you get the impression it’s not that UX friendly. **Recommendations to others considering Custify:** Don’t be discouraged the first couple of days. Give yourself time to get used to Custify. You’ll be grateful you did. **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, either in a couple of emails. ### 41. Nice and easy to use tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2022 **What do you like best about Custify?** Easy to use, comprehensive information, good reporting tools, integrations are working fine **What do you dislike about Custify?** UI/UX could be a bit more intuitive, platform administration can be improved **What problems is Custify solving and how is that benefiting you?** We collect NPS, we measure our accounts health, we organize our CS efforts ### 42. Powerful, easy to use CS solution **Rating:** 5.0/5.0 stars **Reviewed by:** Livia T. | Customer Success Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2022 **What do you like best about Custify?** I am a big fan of the task management module from Custify. It keeps me focused and on the right track. I know exactly what I have to do and which is the priority.The team meetings are more efficient because of that. **What do you dislike about Custify?** Nothing comes to my mind. I consider it a powerful tool, a must-have in the CS technology stack **Recommendations to others considering Custify:** Not sure what I could suggest rather than make sure you are adopting the tool **What problems is Custify solving and how is that benefiting you?** Making sure we are doing the right things right. It improved the internal team collaboration offering visibility on the team load. By using Custify on a day-to-day basis we make sure we contribute to the customer & partner success. ### 43. Easy to use and fast to implement **Rating:** 4.5/5.0 stars **Reviewed by:** Allen M. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Custify?** We love the simplicity of the UI. Everything is intuitive, easy to understand. Other products we considered were quite complicated and were hard to understand and implement. At Custify, it was quite straightforward. The concierge onboarding was just excellent. **What do you dislike about Custify?** Nothing comes to mind. Everything is fantastic from the platform to the team, from the sales process to the overall provided customer experience **Recommendations to others considering Custify:** Make the most out of the concierge onboarding service. It speeds up the learning process, and it offers peace of mind that you've implemented the right thing. **What problems is Custify solving and how is that benefiting you?** After implementing Custify, we shifted from a reactive engagement model to a proactive one thanks to automation. We could properly track our onboarding process and provide a top-notch customer experience to our customers. Custify has given us the tools and knowledge to understand and help our customers along their journey. ### 44. Custify is a number one platform that I visit when preparing for the customer calls **Rating:** 5.0/5.0 stars **Reviewed by:** Katarina M. | Senior Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Custify?** My team was implementing Custify as a Customer Success platform. From the start, Custify team made the onboarding very fast and was helpful for every part of it. Once we completed implementation and onboarding, it was obvious that the Product team will also benefit from using the platform. Now Product team is using Custify and it is a centralized platform for all Customer information. **What do you dislike about Custify?** I am not a power User of Custify, but I like every part of it so far. **What problems is Custify solving and how is that benefiting you?** We are no longer combining information about customers from multiple sources. I also like Slack integration and events that call for immediate action. ### 45. More Success for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Benji J. | Senior Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2022 **What do you like best about Custify?** Automation in playbooks works as a great aid in ensuring customers are reached duly. Keeping a track of client details has become such an easy task with Custify. The cross-tool automation in playbooks is great. Now we can link the our in-house tool via API and get the most accurate targeting and more complex messaging. **What do you dislike about Custify?** Custify is pretty much an all rounder. If they focus a bit more on the UI/UX, it would be the best. **What problems is Custify solving and how is that benefiting you?** Customer Engagement, Notifications, Campaigns, Alerts & Automations ### 46. A valuable tool for managing large volumes of clients **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel S. | Social Media Specialist and Automation Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Custify?** Custify provides us with an easy-to-use platform that allows us to manage and maintain large volumes of clients effectively. I love the simplicity that comes from creating segments, playbooks, and lifecycles. These tools allow our team to streamline many of our more tedious tasks and better serve our clients through data and by pushing task notifications automatically to Slack. For example, we previously needed to set up routine check-ups to make sure our software was working properly. Now, Custify lets us know if a client has gone more than X amount of time without performing an action, letting us know when to investigate and fix issues instead of needing to constantly be monitoring it ourselves. The Custify client success team is also excellent and is always quick to help out whenever needed. **What do you dislike about Custify?** Creating complex emails can require some HTML coding, which may be less immediate than other email builder tools (though the ability to paste HTML code means that less technically inclined users (like me) can just use a different builder and paste it in when needed). **What problems is Custify solving and how is that benefiting you?** With Custify, we have been able to streamline our onboarding process, better measure our client success using our software, and to better monitor the health of our users. By removing many of our menial tasks, it has freed up time for our team to focus on the aspects of the job we enjoy- serving our clients better. ### 47. Custify gets the job done and has amazing support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Custify?** It has an easy interface and an incredibly responsive support team. At our scale, Custify gets the job done and lets our Customer Success team do what they do best without worrying too much about getting the data they need from our app. **What do you dislike about Custify?** Lack of more robust analytics controls. From an engineering perspective, I'd like more control over which analytics attributes we send and don't send without needing to contact support. More granular control over events we send through our analytics implementation would be ideal in a perfect world. **What problems is Custify solving and how is that benefiting you?** We're trying to gain more insight into customer behavior in the post-sales funnel, where we need to know account activity for both our companies and individual users. This helps us initiate the best and most relevant workflows for retaining our customers. ### 48. Powerful CS Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Yazan A. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Custify?** Helps us make proactive decisions, assisting us with communicating success to our customers. The team is very responsive to all our questions or requests. **What do you dislike about Custify?** I would love to see enhancements to the UI. Apart from that, I believe that Custify delivers what it promises. **What problems is Custify solving and how is that benefiting you?** Risk management. Churn Management. Identifying upsell opportunities. ### 49. Scaling operations has been easier than we thought **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about Custify?** By far the responsiveness of their team. Their CS team is the best in class, and their product is constantly updated to reflect requests from customers. You have increased visibility into team tasks, and it is easy to build targeted and segmented lists based on account details or product usage **What do you dislike about Custify?** Nothing really but make sure you bring all the data points you need into Custify, in order to get the most out of it. **Recommendations to others considering Custify:** Have a fully transparent relationship with your dedicated CSM. She will be able to provide dedicated best practices if she knows your main goals, if she is aware of your day-to-day struggles. **What problems is Custify solving and how is that benefiting you?** We were trying to automate as much as possible the manual & repetitive tasks we had in the team. We were trying to earn more time for our CSMs so they can spend it with our customers instead of joggling through different systems. After implementing Custify we achieved a 40% reduction in time spent on mundane and administrative tasks. ### 50. great for client management **Rating:** 4.5/5.0 stars **Reviewed by:** RJ G. | Ops, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2022 **What do you like best about Custify?** filtering functions and ease of use for beginners - able to pinpoint exact person we are looking for **What do you dislike about Custify?** loading is on the slow end, sometimes it takes forever to load **What problems is Custify solving and how is that benefiting you?** keeping organized and managing clients all in one place ## 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=8&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+05%3A33%3A33+-0500&secure%5Bsession_id%5D=b8a1fa14-6375-4912-ab2a-151c4bd90d35&secure%5Btoken%5D=02d814e495f7134b68e8bb6b9be977030817e06130985917a3193df1978ec73f&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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **User Analysis** - Survey Implementation - Data Analysis - Real-Time Data - Real-Time Notifications **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations - Usage Tracking/Analytics **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices - Email Marketing - Multi-Channel Marketing - Real-Time Data **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Customizable Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual 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 - Customizable Branding - Knowledge Management - Workflow Management - Email Management - Feedback Management - Survey/Poll Management - Negative Feedback Management **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Machine Learning **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **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 - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Third-Party Integrations - Social Media Integration - Multi-Language **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 **Additional Functionality** - Real-Time Reporting - Drag & Drop - Surveys & Feedback - Dashboard - NPS Survey Structure - Customizable Forms - Visual Analytics - Data Visualization - Customer Segmentation - Tagging - Customer Journey Mapping - Text Analysis - Customizable Reports - Real-Time Notifications - Alerts/Notifications - Access Controls/Permissions - CRM - Multi-Channel Data Collection - Multi-Channel Communication - Customizable Fields - Real-Time Analytics - Predictive Analytics - Collaboration Tools - Sentiment Analysis - Trend Analysis - API - AI Copilot - Engagement Tracking - Customizable Templates - Reporting/Analytics **Analytics - Digital Adoption Platform** - Analytics - Reporting/Analytics - Visual Analytics - Real-Time Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Additional Functionality** - Conversion Tracking - Funnel Analysis - Product Data Management - Engagement Tracking - Alerts/Notifications - Cohort Analysis - Session Recording - AI Copilot - Data Visualization - Customer Journey Mapping - Generative AI - Interactive Reports - A/B Testing **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance - Contextual Guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning - Asynchronous Learning - Blended Learning - Self-paced Learning **Additional Functionality** - Customer Experience Management - Generative AI - Workflow Management - AI Copilot - Task Management - Progress Tracking - Alerts/Notifications - In-App Training - Behavior Tracking - Gamification - Knowledge Base Management - Audience Targeting - Customizable Fields - Reporting & Statistics - Customizable Reports - Performance Metrics - Launch Management - Content Library - API - User Onboarding - Customizable Branding - Event Triggered Actions - Engagement Tracking - Self Service Portal - Data Quality Control - Data Import/Export - Employee Onboarding - Self Service Tools - Survey/Poll Management - Learning Management - Content Management - Customizable Templates - Interactive Content - Activity Tracking - Activity Dashboard - Monitoring - Training Management - Communication Management - Surveys & Feedback - Content Creation ## 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 (1,594 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 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