Custify is an application that is easy to use, learn, and has many features that help make daily tasks in administration, sales, implementation, and support manageable. Review collected by and hosted on G2.com.

What I like the least is the notes section for each client because accessing it is complicated. Review collected by and hosted on G2.com.

Honestly, I was impressed by the team from the first moment. I had several Customer Success Platform demos booked, but the team of Custify stood out from the first meeting. While others missed to explain how I can solve my specific problem, the sales team at Custify understood my use case perfectly. I was not disappointed in the onboarding either, the product setup with the new AI flow was very easy, all I did was uploading my Notion files and the product almost self-setup itself. Amazing! Review collected by and hosted on G2.com.

So far there is nothing that comes to mind, if that changes, I will update the rating here :). Review collected by and hosted on G2.com.

Working at a digital agency, keeping track of client health, usage metrics, and communication across complex web projects can easily turn into a chaotic mess of spreadsheets and scattered platforms. Adopting Custify has been a change for us. It combined our workflow into one clear, actionable platform. The automated playbooks and health scoring enables us to stay proactive rather than reacting. Review collected by and hosted on G2.com.

Integration and data sections such as CSV could be a bit more intuitive. We've had to invest multiple dev hours in order to get all up and running. Review collected by and hosted on G2.com.

The user interface is intuitive and easy to use without hours of finding the right functions. Everything within Custify is structured and easily to reach. The automation engine combined with the AI functions really helps to save time and do real automations. Review collected by and hosted on G2.com.

File sharing between customers and us could be improved to get rid of external services. Statistics of uploads / downloads could be improved. Review collected by and hosted on G2.com.

We are a mid sized Customer Success Team and we were looking for a Customer Success Software. During that process, me and my team have looked at several solutions, but Custify's Customer Success Platform stood out already during our decision making process. Their sales team was very knowledgeable, and could show us how we can accommodate our CS process (which is a little bit different than the stand processes you would expect). We did not regret our decision to go with Custify, as also their onboarding support was best in class, we could get everything set up in less than a month.

Since then we have made significant improvements to our productivity - I can say that I like best the ease of use of Custify, the powerful calculated metrics that we use to a bit extent, and their team behind the software. Their recent AI based functionalities are worth mentioning as well as something me and my team loves. Review collected by and hosted on G2.com.

Nothing to be honest, we are very happy with Custify. Review collected by and hosted on G2.com.

I think one of the best things about Custify is that it's helped us to move away from being a team that was heavily influenced by individual account behavior. The best part has probably been around visibility. We can see account health, customer engagement, renewal exposure, and even team activity in one place, which is great. Review collected by and hosted on G2.com.

The area where I wish for more depth is in the reporting section. The built-in reporting is ok for the operational aspects, and for the more in-depth management views, we still have to do a bit of work outside of Custify. Review collected by and hosted on G2.com.

What I think I like the most about Custify is that I get a single working view of the account. So, I don't have to stitch information from the CRM, from support requests, from product informaton, from Slack messages. What I'm hoping that Custify will give me is a better understanding of adoption, risk, and how I can intervene. Review collected by and hosted on G2.com.

The initial implementaton was heavier than I expected. Not bad, just not light. You need clean data and a good idea of what you want out of it, otherwise you'll spend time reworking things later. I would say the product is easy to use once it is set up, but getting to that point takes a bit of planning. Review collected by and hosted on G2.com.

Custify is the first thing I check when I start my day. I use it to glance at account health, product usage, support activity, and renewal dates without having to open multiple applications. Of course, it saves me time, but I think the real advantage is that it changes my whole approach to prioritizing my day. I used to respond to the person who was making the most noise. Review collected by and hosted on G2.com.

Setup requires real thought. Custify is not an solution where you simply flip a switch and receive a best-in-class model for account health scoring. You must think about what signals matter most to your business, and for us, this was a bit of a process of trial and error. Additionally flexibility in reporting and export options for some of our views that we use internally would be great. Review collected by and hosted on G2.com.

The automation of data and workflows is a life saver.

The UX is clean and friendly to use and the pricing is incredibly reasonable compared to other players in the market. Review collected by and hosted on G2.com.

We found our onboarding to be slightly slow due to requirements from the integrations not being fully explained in the pre-sales process. These have all been fixed post implementation. Review collected by and hosted on G2.com.

I was checking out several customer success platforms until I found Custify. I chose it for my team because of its powerful AI agents that they recently added to the product. I do not want to have to build all this myself, as we have migrated different systems into Custify, and their AI now analyzes everything for us. Review collected by and hosted on G2.com.

I am a happy user, so far I have nothing to dislike. Also the Custify team is very helpful. Review collected by and hosted on G2.com.