This review does not include a rating.
10 Ratings
This review does not include a rating.
10 Ratings
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Score 9.7 out of 100

Likelihood to Recommend

Annex Cloud User Generated Content Cloud

No answers on this topic

Custify

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.
Georgiana Florea | TrustRadius Reviewer

Feature Rating Comparison

Security

Annex Cloud User Generated Content Cloud
Custify
9.7
Role-based user permissions
Annex Cloud User Generated Content Cloud
Custify
9.7

Platform & Infrastructure

Annex Cloud User Generated Content Cloud
Custify
9.7
API
Annex Cloud User Generated Content Cloud
Custify
9.7

Customer Data Extraction / Integration

Annex Cloud User Generated Content Cloud
Custify
9.4
Product usage
Annex Cloud User Generated Content Cloud
Custify
9.7
Help desk / support tickets
Annex Cloud User Generated Content Cloud
Custify
9.1

Customer Success Management

Annex Cloud User Generated Content Cloud
Custify
9.7
Sponsor tracking
Annex Cloud User Generated Content Cloud
Custify
9.1
Customer profiles
Annex Cloud User Generated Content Cloud
Custify
9.7
Automated workflow
Annex Cloud User Generated Content Cloud
Custify
9.2
Internal collaboration
Annex Cloud User Generated Content Cloud
Custify
10.0
Customer health scoring
Annex Cloud User Generated Content Cloud
Custify
10.0
Customer segmentation
Annex Cloud User Generated Content Cloud
Custify
10.0

CSM Reporting & Analytics

Annex Cloud User Generated Content Cloud
Custify
9.5
Customer health trends
Annex Cloud User Generated Content Cloud
Custify
10.0
Engagement analytics
Annex Cloud User Generated Content Cloud
Custify
9.5
Dashboards
Annex Cloud User Generated Content Cloud
Custify
9.1

Pros

Annex Cloud User Generated Content Cloud

No answers on this topic

Custify

  • As many health scores as you want per account on one screen.
  • As many lifecycles as you want per account on one screen.
  • Lots of health history information per client on one screen.
  • Very easy usage for team collaboration.
Anonymous | TrustRadius Reviewer

Cons

Annex Cloud User Generated Content Cloud

No answers on this topic

Custify

  • There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
  • The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.
Anonymous | TrustRadius Reviewer

Usability

Annex Cloud User Generated Content Cloud

No score
No answers yet
No answers on this topic

Custify

Custify 8.0
Based on 1 answer
Overall a great tool with very useful features. It's UI seems a bit clunky and there is no full dashboard. Without these it takes a bit of work to find what you need and get an overview of current activity. Also, implementing everything takes a bit of work. I would recommend it to any saas that is serious about scaling and has a customer success dept
Anonymous | TrustRadius Reviewer

Support Rating

Annex Cloud User Generated Content Cloud

No score
No answers yet
No answers on this topic

Custify

Custify 10.0
Based on 1 answer
Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it
Anonymous | TrustRadius Reviewer

Alternatives Considered

Annex Cloud User Generated Content Cloud

No answers on this topic

Custify

This software makes it easy to analyze your data and optimize your onboarding - maybe the easiest I've seen, but you've got to be willing to dig into its features and setting. And of course without their Concierge Onboarding this is not so easy.
Maria-Mirabela Ganta | TrustRadius Reviewer

Return on Investment

Annex Cloud User Generated Content Cloud

No answers on this topic

Custify

  • Positive impact on churn reduction.
  • Easy view of the customer onboarding progress.
  • Playbooks make contacting a specific group of clients very easy.
Nemanja Klajic | TrustRadius Reviewer

Screenshots

Pricing Details

Annex Cloud User Generated Content Cloud

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Custify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Annex Cloud User Generated Content Cloud
Custify
9.7

Usability

Annex Cloud User Generated Content Cloud
Custify
8.0

Support Rating

Annex Cloud User Generated Content Cloud
Custify
10.0

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