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.

I liked the personal onboarding process. I especially appreciate all the insights I finally get about our customers, which are really valuable. The playbooks and all the semi-automated communication functions is particularly beneficial for us, such as setting a trigger for when there's an upsell possibility and then starting direct communication with the customer. I also like how Custify connects with tools like Gmail, Help Scout, Slack, Stripe and Mixpanel, as well as integrates via API with our own backend. Review collected by and hosted on G2.com.

Custify is a quite enhanced, big product with a lot of features, and when setting it up, you can get overwhelmed. We needed quite some time on our end with our dev team to connect the data. In the beginning, you may struggle to identify the most important things. So make sure to block some dev-time for the set-up and be clear on what you want to achieve in the first set-up round. Review collected by and hosted on G2.com.

Custify provides a great Customer Success Software that helped us to unlock potential business growth in our existing Customer base. Custify has a minimal implementaton time and truly prioritizes customers. Review collected by and hosted on G2.com.

Although the implementation process is straight forward and the support team is great, I found that the knowledgebase lacked depth for certain topics. However, Custify provides a great Slack channel were you get responses very quickly. Review collected by and hosted on G2.com.

Agile visualization of key customer data. Review collected by and hosted on G2.com.

It can improve the ease of configuration Review collected by and hosted on G2.com.

I have tried to set up my own CSP using the well known AI tools and actors / agents, but the effort to maintain it as well as the accuracy was not acceptable for a production system, so I looked at several vendors. The reason I chose Custify over the others was their clean interface, the advanced AI capabilities within the product as well as their MCP that I’m utilizing further. Review collected by and hosted on G2.com.

I have nothing to complain about, I know what it would take to have something similar done inhouse. Review collected by and hosted on G2.com.

Custify combines a strong product with a high-quality support model. The dedicated Customer Success team and shared Slack channel with direct access to product specialists have accelerated onboarding, adoption, and cross-functional alignment. Theodora has been exceptional as our CSM she brings clarity, operational rigor, and consistently helps us turn insights into action, driving measurable retention outcomes. Review collected by and hosted on G2.com.

The native reporting suite could offer more customization for advanced analytics. While data exports and integrations support our needs, more in-platform reporting flexibility would improve complex visualization and deeper performance analysis. Review collected by and hosted on G2.com.

I love the automation functionality (Playbooks), of which I have more than 50 by now. I use it for everything - notifications for me and my team, customer communication, repetitive tasks, QBR meetings, I even automatically publish the customer portal depending on the lifecycle stage of my customers, basically the entire flow is on auto-pilot. It is a game changer and save me hours of manual work. Review collected by and hosted on G2.com.

The reports that I need are a bit more sophisticated and it took me a while to create them, however, that is not the fault of the product, rather my own. Review collected by and hosted on G2.com.

The most helpful thing about Custify is its automation, along with the integrations with Slack and Outlook. Having everything in sync makes Customer Success much easier. Review collected by and hosted on G2.com.

Filtering for e-mails would be helpful—for example, the option to ignore internal conversations. Review collected by and hosted on G2.com.

Our health scoring is not simple and requires us to do some calculations on our raw data, which we found Custify's calculated metrics very helpful. Without those, the health scoring would not be as exact, but now we finally solved this for good and don't have false positives or false negatives anymore. We also utilized Custify's AI agends on a daily base, which makes us much more efficient as a team. Review collected by and hosted on G2.com.

All good - I have nohting to dislike at the moment. Review collected by and hosted on G2.com.

Keep track of customers' health and have everything centralized in one place Review collected by and hosted on G2.com.

The use of AI isn't that accurate, especially when it comes to analyzing complex customers. Review collected by and hosted on G2.com.