What I really like about Custify is the seamless integration with other data sources and the segmentation of users based on account information, events and metrics. Review collected by and hosted on G2.com.

In my personal opinion the reporting feature could support more data exporting to reuse the data for other things. Review collected by and hosted on G2.com.

I'd like to Customer 360 overview in order to monitor the Customer Experience of our customers. All events are tracked within Custify and based on Segmentation and Health Scores a 360 degree of the customer can be build. Review collected by and hosted on G2.com.

The integration to get all the events within Custify was a bit too complicated, in the end we've decided to go with their API which works very well. Review collected by and hosted on G2.com.

The Custify customer success platform offers us an easy-to-use solution that we benefit from every day. What I appreciate most about Custify is having all our data centralized in one place, which truly makes our work much simpler. Review collected by and hosted on G2.com.

The Gmail integration has room for improvement. Since our approach prioritizes mobile, having a dedicated mobile app would be very beneficial. Review collected by and hosted on G2.com.

The intuitive user interface makes working with the Custify Customer Success Platform straightforward and efficient. Unlike some enterprise products, you can achieve results quickly, and the Custify team is always available to provide support and assistance whenever needed. Review collected by and hosted on G2.com.

I would really like to be able to replace even more third-party software and manage tasks like sending newsletters directly within Custify. However, that feature is currently missing. Review collected by and hosted on G2.com.

In our department, Custify has been a huge help in streamlining our Customer Success Process. The playbooks are easily my favorite feature. They make it simple to automate routine tasks and setup smart follow-ups. This feature helped us to save a lot of working hours. Review collected by and hosted on G2.com.

The Template Section for E-Mail, Notes, and Tasks functions as intended, but I find it somewhat limited and wish it offered greater flexibility for customization. Review collected by and hosted on G2.com.

Very easy to use, continuous improvements and an essential part of my Day to day as a CSM Review collected by and hosted on G2.com.

Tokens on the latest AI feature, but understandable as this is a cost to them.

If used wisely its not an issue as you are given free tokens Review collected by and hosted on G2.com.

I like Custify's intuitive UI and the easy integrations it offers with other vendors' software. Their support team is great. We connect Custify to our data warehouse and CRM systems, and it aggregates all our data effectively. The initial setup was quite easy and took less than a month. Review collected by and hosted on G2.com.

Statistics gathering within Custify (opened E-Mail) as example could be improved Review collected by and hosted on G2.com.

In order to meet our Customer Success goals, we decided to go with Custify. We manage a huge amount of large accounts and Custify provides a centralized, reliable view of customer health scores across regions and our teams. The integration with other tools ensures that Customer Success works hand-in-hand with Sales and Product. Review collected by and hosted on G2.com.

The platform is customizable, which for us meant a longer implementation phase. During the onboarding we leveraged the Custify Team to have health scores and user segmentation based on our needs. Review collected by and hosted on G2.com.

As a company with a large and diverse product suite we are working through our implementation. We have had a fantastic experience with an extremely helpful and responsive CSM supported by a great broader team. We integrate with our CSM, a data warehouse and use the API to manage and control data. Recent updates are allowing more customization and powerful graphical plotting features at finer resolutions. Review collected by and hosted on G2.com.

Data warehouse data is synced line by line, rather than by account or contact which can create some orphaned data, for us, in the way we are using Custom Data tables but so far we have been able to manage this using the API. Review collected by and hosted on G2.com.

Custify makes customer success management incredibly easy and automated. I love how it integrates seamlessly with our and gives us a 360° view of each customer’s health score, usage patterns, and renewal likelihood. The customizable dashboards and automated playbooks save our CSMs hours every week. It’s the most intuitive customer success software I’ve used — everything from onboarding tracking to churn prediction just works. Review collected by and hosted on G2.com.

During the initial weeks, there is definitely a learning curve, particularly when configuring custom KPIs and segments. Despite this, Custify’s support and documentation are outstanding, and their customer success onboarding team guided us through the process, ensuring everything was set up smoothly. Review collected by and hosted on G2.com.