AC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/21/2025

"Excellent Tool for Data-Driven Customer Success"

4.5/5

What do you like best about Custify?

We've been using Custify with our team for several months now, and it's become an essential part of our customer success workflow. One of the biggest advantages for us has been how easily our team can collaborate and stay aligned using the platform. The interface is intuitive, the automation saves time, and the insights it delivers are incredibly valuable.

Custify has empowered us to work in a much more data-driven way. We're now able to make informed decisions and set clear priorities based on real customer behavior and usage trends. This has significantly improved our ability to proactively support our customers and drive retention.

The support is great and our CSM Theodora is always there to help and assist with her knowledge. Thanks Theo.

Overall, Custify has not only improved our internal efficiency but also enhanced the value we provide to our clients. Highly recommended for any customer success team that wants to elevate their operations with actionable insights. Review collected by and hosted on G2.com.

What do you dislike about Custify?

Not much to be honest, I could have some more integrations f.e with zoom. And if I could add features, it would be nice to have the option to create and handle deals (similar to Hubspot) and having a comparable mailing feature would be nice. That are the only things we would need to totally drop the other tool. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

Custify enables us to make data-driven decisions and focus on what matters most.

It gives us clear visibility into customer health and engagement, so our team can prioritize their time on high-value accounts. Instead of reacting, we now work proactively—allocating resources where they have the biggest impact. Review collected by and hosted on G2.com.

DL

Dianna L.

CSM

Small-Business (50 or fewer emp.)

6/18/2025

"Solid CS Platform with Room to Grow for Scaling Teams"

4/5

What do you like best about Custify?

Custify makes it easy to stay on top of the customer journey with lifecycle stages, task automation, and segmentation. It’s intuitive enough and flexible enough to build tailored playbooks for engagement, renewals, and risk mitigation etc. The ability to assign follow-ups across different customer types has helped streamline my workflows and stay proactive. Review collected by and hosted on G2.com.

What do you dislike about Custify?

Some limitations around customization can make it hard to fully scale. I'd also love to see stronger integrations and more robust options for collaboration across teams. It's a great foundation, but more flexibility would go a long way as our customer success org matures. Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/6/2025

"Easy to use Customer Success Software"

5/5

What do you like best about Custify?

The application is intuitive and can be easily used by other departments and individuals who do not primarily work in Customer Success. As example, as CMO I use Custify to generate target audiences for Newsletters. Review collected by and hosted on G2.com.

What do you dislike about Custify?

I would love replacing our Newsletter tools with Custify but the HTML editing could be improved. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

With Custify, we are able to define the target audience for our monthly mailings and reach customers more directly by focusing on topics that are relevant to them. Within the Marketing Team, this approach has helped reduce churn from our newsletters and informational mailings, allowing us to keep the communication channel open and maintain a strong connection with our customers. Review collected by and hosted on G2.com.

LM

Laura M.

Senior Partner Strategy Executive

Small-Business (50 or fewer emp.)

4/30/2025

""A User-Friendly Tool for Customer Success Tracking""

3.5/5

What do you like best about Custify?

We started using Custify to better track our customers and their overall experience with Knack. The platform has proven to be very user-friendly and intuitive, making it easy for our team to stay aligned on customer health and engagement. While there's always room for growth, Custify has been a valuable addition to our toolkit, and I would definitely recommend it to others looking for a customer success solution. I'd give it a solid 7 out of 10. Review collected by and hosted on G2.com.

What do you dislike about Custify?

I really don't have many cons. Would like a mobile app! Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

Review:

We started using Custify to better track our customers and their overall experience with Knack, and it’s been a solid solution. The platform is very user-friendly and gives our team a centralized place to view each customer’s journey, activity, and relevant information all in one spot. This has helped us stay more organized and proactive in our customer success efforts. While I’d rate it a 7 out of 10, I would definitely recommend Custify to others looking for a streamlined way to manage customer relationships. Review collected by and hosted on G2.com.

PK

Page K.

Vice President

Small-Business (50 or fewer emp.)

4/30/2025

"A Thoughtful, Flexible Tool That’s Growing With Us"

5/5

What do you like best about Custify?

What I like most about Custify is how easy it was to implement and how it brings clarity and intentionality to our partner success efforts. It allows us to visualize the entire partner journey, segment our outreach based on where each partner is in that journey, and stay on top of key touchpoints without feeling overwhelmed. The customization options—especially around health scores, lifecycle stages, and filters—make it easy to tailor the platform to reflect our specific goals and workflows. It’s not a one-size-fits-all tool, and that’s what makes it so effective for our team.We use the platform throughout each day, and it gives us the structure we need while still allowing for the flexibility that real relationship management requires. Finally, I'm completely grateful for how responsive our CSM, Giorgiana, is to our needs. Review collected by and hosted on G2.com.

What do you dislike about Custify?

One thing I’d love to see improved is the ability to integrate more directly with my daily workflow, especially when it comes to email. While emails sent through Gmail are logged in Custify, it would be even more helpful if I could access Custify directly from my inbox through an extension. That way, I could easily track email opens and reads in real time and have a more seamless view of engagement without needing to switch back and forth. It’s a small enhancement, but one that would make a big difference in helping us stay responsive and informed in our communication. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

Custify is helping us solve the challenge of managing partner relationships in a more intentional and scalable way. Before we adopted it, we were relying on a different platform that wasn’t really designed to function as a CRM, which meant we lacked the structure and visibility we needed to stay ahead of partner needs. Custify gives us a centralized, purpose-built space to track engagement, monitor health, and plan outreach based on where each partner is in their lifecycle. It’s helped us move from a reactive approach to a more proactive one, making it easier to spot opportunities, identify risks early, and ensure no partner feels overlooked. The result is stronger relationships, better internal coordination, and more confidence in how we support each campus. Review collected by and hosted on G2.com.

TD

Tom D.

Partner Success Executive

Small-Business (50 or fewer emp.)

4/30/2025

"My thoughts on Custify"

4/5

What do you like best about Custify?

Custify has been a strong addition to our client success toolkit. The platform stands out for its ease of use—getting started was straightforward, and the interface is intuitive even for new team members. One of the biggest advantages has been its reporting capabilities. The ability to build customized reports and surface key health indicators has helped us stay ahead of client needs and drive more strategic conversations. Review collected by and hosted on G2.com.

What do you dislike about Custify?

A Gmail integration would be a huge win, allowing for more seamless communication tracking. This would be through the Gmail site so I don't have to jump back and forth. Additionally, push notifications (whether in-app or via mobile) would help ensure that time-sensitive tasks and alerts aren’t missed. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

Custify is helping us centralize all critical information about our clients in one accessible location. It serves as a single source of truth for our team, making it easier to manage client data, track engagement, and stay aligned internally. One key benefit has been the ability to easily share files and resources with clients through the platform, which has streamlined communication and eliminated the need to track down documents across multiple tools. Overall, Custify has helped us work more efficiently and deliver a more organized, consistent experience to our partners. Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/17/2025

"Good Customer Success App"

5/5

What do you like best about Custify?

I really enjoy the light and fresh UI, compared to enterprise solutions from other vendors, everything is clean and well organized withoud endless searching for specific functions. Review collected by and hosted on G2.com.

What do you dislike about Custify?

A mobile app would be great where everything is available (from an information perspective) so that on-site appointments at the customer, you can quickly access all required information. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

Before we didn't have health scores and only very basic CSAT/NPS scores (basically calculated manually). Now we have all that in a single place and we could not be happier. We can now trigger notifications (either internally or to the customer) if people drop the usage of our software or if they are paying for a feature they are not using yet. Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/7/2025

"A Powerful Tool for Daily Customer Success Work"

5/5

What do you like best about Custify?

I really like the automations that Custify provides such as segmentaton, health scores and playbooks. Based on the Customer Journey, notifications or E-Mails can be automatically triggered. Health Scores based on product usage or feature usage can be calculated and with just a few clicks you can see if your customer is healthy or not. Review collected by and hosted on G2.com.

What do you dislike about Custify?

Implementaton of integrations such as the API requires technical knowledge and changes in your own products as example to send the events to Custify. This slows down the CSM team sometimes. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

We had to guess if a customer enjoys all the areas of our product making it sometimes difficult to predict if they will stay with us or won't renew the contract. Since we have a clear picture of the customer now, we can proedict that the customer will stay or we will be in touch with the customer very early before the customer devices that he needs to renew. This helps! Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/17/2025

"Seamless Integration and Outstanding Performance with Custify"

5/5

What do you like best about Custify?

I like that the Custify Customer Success Plattform has been integrated in our software application within 2 weeks. The speed and performance together with the provided integrations made Custify for us a perfect match. Review collected by and hosted on G2.com.

What do you dislike about Custify?

The alerting feature could be optimized with an mobile app instead of mails to make usage better. Review collected by and hosted on G2.com.

What problems is Custify solving and how is that benefiting you?

We used multiple tools to track usage of our software application but couldn't combine those information with our CRM system. Since we manually needed to combine information, no one did this ever. Now we can the CRM in sync with Custify and the events also in Custify making it easy to spot accounts that drop usage, do not use our service at all and combine all information for potential upselling. Review collected by and hosted on G2.com.

AT

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

12/16/2025

"Custify is a partner that was more than happy to adapt to our business's unique needs."

4/5

What do you like best about Custify?

1. Simple but effective - other platforms seemed overkill, and expensive. Custify was right in that happy medium where we could justify the spend.

2. We are not a SaaS org, which is not the typical user of a CSP. Custify understood our business and adapted to what we needed.

3. Helpful staff willing to think outside the box for our unique business. Review collected by and hosted on G2.com.

What do you dislike about Custify?

Support is in EMEA, we are in the US. Not a huge deal, but we had to work within limited hours. Review collected by and hosted on G2.com.