Custify vs. Kapta

Custify

Kapta

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Custify	Score 9.7 out of 10	Small Businesses (1-50 employees)	Custify is a customer success platform designed for B2B SaaS businesses. It helps users better meet customers' needs, reduce churn and increase lifetime value. The user can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in its dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has…	N/A
Kapta	Score 9.0 out of 10	N/A	Kapta is a CRM (Client Relationship Management) tool that provides a centralized platform for managing client information, tasks, and goals, enabling businesses to enhance visibility, improve collaboration, and drive strategic alignment. Kapta allows teams to store all client-related data in one place, eliminating information silos and fostering communication. It offers features such as organization charts, notes & meeting tracking, SWOT analysis, and account plans to…	N/A

Pricing

Custify

Kapta

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Custify	Kapta
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	Custify	Kapta
Considered Both Products	Custify NS Nick Saisi CSM/Support Specialist Chose Custify Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that … Incentivized Helpful? Verified User Anonymous Chose Custify ChurnZero and Totango Incentivized Helpful? Maria-Mirabela Ganta Marketing Coordinator Chose 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. Incentivized Helpful? Verified User Anonymous Chose Custify Custify was simpler to integrate and easier to use. We got troubled by enterprise-grade software as it has a lot of requirements and were sometimes even shocked that the data is kept only for a short timeframe so no historical data digging was possible. Custify helped here a lot. Incentivized Helpful? Verified User Anonymous Chose Custify I'd get Custify if you have high-value accounts, but your team doesn't have enough time to give them personalized treatment. If you're facing this, I know how difficult it is to run a CS team and use "no time" as the reason a key account is at risk. Incentivized Helpful? Verified User Anonymous Chose Custify We tried other products before. They were good, but Custify is hands down our favorite. I recommend getting a demo from a few companies, maybe give a few a try, to see what works best for your needs. Incentivized Helpful? alex Ne gru CEO Chose Custify Totango, ClientSuccess, ChurnZero and Planhat Incentivized Helpful? Oliver Auerbach Founder & CEO Chose Custify We actually thought of using Trello first. But as great as Trello is for task management it just won't work for this. Most other Customer Service systems seem to be designed for enterprise-level or have a bad user experience. Incentivized Helpful? Răzvan Vișan Co-founder & dev Chose Custify ChurnZero, ClientSuccess, Planhat and Strikedeck Incentivized Helpful? Georgiana Florea Product Manager Chose Custify This is the first CS software we've used. Incentivized Helpful?	Kapta No answer on this topic

Features

Custify

Kapta

Security

Comparison of Security features of Product A and Product B
	Custify 7.0 Ratings 22% below category average	Kapta - Ratings
Role-based user permissions	7.00 Ratings	00 Ratings

Platform & Infrastructure

Comparison of Platform & Infrastructure features of Product A and Product B
	Custify 8.0 Ratings 8% below category average	Kapta - Ratings
API	8.00 Ratings	00 Ratings
Integration with Salesforce.com	8.00 Ratings	00 Ratings

Customer Data Extraction / Integration

Comparison of Customer Data Extraction / Integration features of Product A and Product B
	Custify 9.0 Ratings 2% above category average	Kapta - Ratings
Product usage	9.00 Ratings	00 Ratings
Help desk / support tickets	9.10 Ratings	00 Ratings

Customer Success Management

Comparison of Customer Success Management features of Product A and Product B
	Custify 8.3 Ratings 3% below category average	Kapta - Ratings
NPS surveys	8.00 Ratings	00 Ratings
Sponsor tracking	8.00 Ratings	00 Ratings
Customer profiles	8.00 Ratings	00 Ratings
Automated workflow	9.00 Ratings	00 Ratings
Internal collaboration	7.00 Ratings	00 Ratings
Customer health scoring	9.00 Ratings	00 Ratings
Customer segmentation	9.00 Ratings	00 Ratings

CSM Reporting & Analytics

Comparison of CSM Reporting & Analytics features of Product A and Product B
	Custify 9.0 Ratings 7% above category average	Kapta - Ratings
Customer health trends	9.00 Ratings	00 Ratings
Engagement analytics	9.00 Ratings	00 Ratings
Dashboards	9.00 Ratings	00 Ratings

Best Alternatives
	Custify	Kapta
Small Businesses	ChurnZero Score 7.9 out of 10	ChurnZero Score 7.9 out of 10
Medium-sized Companies	CustomerSuccessBox Score 9.5 out of 10	CustomerSuccessBox Score 9.5 out of 10
Enterprises	Gainsight CS Score 8.8 out of 10	Gainsight CS Score 8.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Custify	Kapta
Likelihood to Recommend	9.0 (0 ratings)	- (0 ratings)
Usability	9.0 (0 ratings)	- (0 ratings)
Support Rating	9.0 (0 ratings)	- (0 ratings)

User Testimonials
	Custify	Kapta
Likelihood to Recommend	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 Product Manager Read full review	No answers on this topic
Pros	360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more. Getting multiple health scores and trends on one screen. alex Ne gru CEO Read full review	No answers on this topic
Cons	My biggest surprise was that we needed to dedicate more time than I thought at the beginning to learn the software more deeply. The interface is the easiest I've used, but there are just many possibilities this software opened up for us, and we wanted to make sure we're familiar with them. Georgiana Florea Product Manager Read full review	No answers on this topic
Usability	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 Verified User Anonymous Read full review	No answers on this topic
Support Rating	I personally have never used their support but i know our business has had multiple calls with them and they have always been helpful. I would imagine they are helpful as they have always had responses for our questions and have never left us hanging. Highly rate their support team Incentivized NS Nick Saisi CSM/Support Specialist Read full review	No answers on this topic
Alternatives Considered	Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that hubspot cannot Incentivized NS Nick Saisi CSM/Support Specialist Read full review	No answers on this topic
Return on Investment	Connecting all these data points has been a game-changer. We're seeing higher conversions both from free trials and from starter plans to premium plans. We're now developing an upsell offering for our most premium plan and figuring out how to integrate it into Custify. We're ambitious and want to see what's possible to pull off. Verified User Anonymous Read full review	No answers on this topic
ScreenShots	Custify Screenshots