Custify Reviews & Product Details

I appreciate the wide variety of articles, best practices, and e-books available, which have helped me get started with the platform and use it to define and achieve our own success. Additionally, I value the onboarding process with our dedicated CSM at Custify, as communication and follow-up have been smooth and enjoyable. Custify has become an essential part of my daily toolkit and is very easy to use. Review collected by and hosted on G2.com.

In my experience, there are a few usability issues that could be addressed to enhance the overall use of the platform. For example, when I try to add bullet points, it sometimes causes entire paragraphs to shift unexpectedly. I also find it inconvenient that notes taken during meetings do not appear under the general notes section, and I wish there were options to personalize these preferences. Additionally, I am disappointed that notes, meetings, or health pulses cannot be linked to a specific contact person. Being able to do so would make it much easier to track and understand the activities related to each individual. Review collected by and hosted on G2.com.

Custify is one of the leading Customer Success tools for SaaS companies, and it also pays attention to the needs and requests of smaller businesses. They helped us with integration of Custify event collection in our frontend by providing code examples that speeded everything up. Review collected by and hosted on G2.com.

In my experience, some workflows could be more intuitive and straightforward to help achieve results more quickly. Although the UI/UX is well-designed, it leans toward minimalism, which sometimes causes certain features to be hidden. Review collected by and hosted on G2.com.

Custify is very user-friendly, and if I ever have any questions on how to navigate the platform, they are always available to help. Custify has allowed us to really look at our customer data in a user-friendly way, automate tasks to check in with clients, and help to ensure that we don't drop any balls. I use it every day to check in on our clients! It was very easy to integrate with our software to track certain metrics. Review collected by and hosted on G2.com.

I don't love the setup for the customer portal and find it too much effort to set up. This is something that is not super important to us, though. Review collected by and hosted on G2.com.

Integrating the Custify Customer Success Platform into our processes and software application was very easy. Data exchange with third-party applications is straightforward, and it works seamlessly with GSuite, making it user-friendly. Review collected by and hosted on G2.com.

The knowledge base section within the application could be enhanced with more real time use-cases making it the ultimate integration guide such as how to correctly segment customers, how to correctly configure CSAT/NPS to get real usage out of the values. Review collected by and hosted on G2.com.

We have everything under the same roof. Previously we were using excel sheets and other manual tools to store client profiles, calculate their health scores, get their CSATs and NPS, track their activity and all.

Custify helped us bring structure and clarity to our Customer success processes.We can now set automated alerts, create customer lifecycles, manage dashboards, view client activity and platform usage and basically see a 360 view of each client. Review collected by and hosted on G2.com.

Sometimes the loading time is too much. The email templates section could have more structure so we can segregate templates depending on the topic. They have tags but thats not enough. It has become a long list of email templates now and hard to go through it.

More customizability to Customer View would be nice. We can create views but some customizability would be nice. Review collected by and hosted on G2.com.

Custify simplifies the management of the customer journey by leveraging dynamic lifecycle stages, intelligent task automation, and precise segmentation. Its user-friendly yet highly adaptable interface empowers teams to craft customized strategies for customer engagement, contract renewals, and risk reduction. The platform’s capacity to delegate follow-ups based on customer profiles has significantly optimized my processes and enabled a more proactive approach to client success. Review collected by and hosted on G2.com.

Certain constraints around customization can present challenges when attempting to scale comprehensively. Enhanced integrations and more advanced collaboration features across teams would add substantial value. While the platform provides a strong foundational framework, greater adaptability would significantly support the evolving needs of a growing customer success organization.

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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 integraton 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.