What users are saying about
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10 Ratings

Custify

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10 Ratings
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Score 9.8 out of 100
31 Ratings
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Score 7.7 out of 100

Likelihood to Recommend

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

Pega Customer Engagement Suite

PRPC is a BPM and Case management suite from Pega Systems. Pega is a comprehensive suite which offers a unique theme of BPM development in the market. A no-coding approach based on rules with inheritance makes Pega a very powerful product but is very difficult to learn. Even, if we go to Pegasystems for training, we have to work on a project at least for a year to have some confidence. Areas where it requires improvements:1) One of the first things that client's IT department questions about is proprietary BLOB column in PRPC, for them, it is a disadvantage, but as we all know BLOB is what makes the highly complex data model of any BPM application fit inside to a common schema which eliminates the help of a DBA. 2) Another area of improvement is: when using the wizards to generate rules (such as the connector wizards) you have to be careful about the level of coupling between the work object's data model and the interface's data model. This can also create maintenance issues.3) The complete Pega suite of products have a long time to develop and deploy and it can be easily done using other low-cost software.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

Custify
9.8
Pega Customer Engagement Suite
8.1
Role-based user permissions
Custify
9.8
Pega Customer Engagement Suite
8.1
Single sign-on capability
Custify
Pega Customer Engagement Suite
8.1

Platform & Infrastructure

Custify
9.8
Pega Customer Engagement Suite
API
Custify
9.8
Pega Customer Engagement Suite

Customer Data Extraction / Integration

Custify
9.4
Pega Customer Engagement Suite
Product usage
Custify
9.8
Pega Customer Engagement Suite
Help desk / support tickets
Custify
9.1
Pega Customer Engagement Suite

Customer Success Management

Custify
9.7
Pega Customer Engagement Suite
Sponsor tracking
Custify
9.1
Pega Customer Engagement Suite
Customer profiles
Custify
9.8
Pega Customer Engagement Suite
Automated workflow
Custify
9.4
Pega Customer Engagement Suite
Internal collaboration
Custify
10.0
Pega Customer Engagement Suite
Customer health scoring
Custify
10.0
Pega Customer Engagement Suite
Customer segmentation
Custify
10.0
Pega Customer Engagement Suite

CSM Reporting & Analytics

Custify
9.6
Pega Customer Engagement Suite
Customer health trends
Custify
10.0
Pega Customer Engagement Suite
Engagement analytics
Custify
9.6
Pega Customer Engagement Suite
Dashboards
Custify
9.1
Pega Customer Engagement Suite

Sales Force Automation

Custify
Pega Customer Engagement Suite
7.6
Customer data management / contact management
Custify
Pega Customer Engagement Suite
7.2
Workflow management
Custify
Pega Customer Engagement Suite
8.0
Territory management
Custify
Pega Customer Engagement Suite
6.6
Opportunity management
Custify
Pega Customer Engagement Suite
8.0
Integration with email client (e.g., Outlook or Gmail)
Custify
Pega Customer Engagement Suite
7.3
Interaction tracking
Custify
Pega Customer Engagement Suite
8.6

Customer Service & Support

Custify
Pega Customer Engagement Suite
8.6
Case management
Custify
Pega Customer Engagement Suite
8.9
Call center management
Custify
Pega Customer Engagement Suite
8.7
Help desk management
Custify
Pega Customer Engagement Suite
8.2

Marketing Automation

Custify
Pega Customer Engagement Suite
8.0
Lead management
Custify
Pega Customer Engagement Suite
8.0
Email marketing
Custify
Pega Customer Engagement Suite
8.0

CRM Project Management

Custify
Pega Customer Engagement Suite
8.1
Task management
Custify
Pega Customer Engagement Suite
8.4
Reporting
Custify
Pega Customer Engagement Suite
7.7

CRM Reporting & Analytics

Custify
Pega Customer Engagement Suite
8.0
Pipeline visualization
Custify
Pega Customer Engagement Suite
8.1
Customizable reports
Custify
Pega Customer Engagement Suite
8.0

Customization

Custify
Pega Customer Engagement Suite
7.6
Custom fields
Custify
Pega Customer Engagement Suite
8.0
Custom objects
Custify
Pega Customer Engagement Suite
7.8
Scripting environment
Custify
Pega Customer Engagement Suite
7.6
API for custom integration
Custify
Pega Customer Engagement Suite
7.0

Social CRM

Custify
Pega Customer Engagement Suite
7.7
Social data
Custify
Pega Customer Engagement Suite
7.8
Social engagement
Custify
Pega Customer Engagement Suite
7.5

Integrations with 3rd-party Software

Custify
Pega Customer Engagement Suite
7.0
Marketing automation
Custify
Pega Customer Engagement Suite
7.0

Platform

Custify
Pega Customer Engagement Suite
8.2
Mobile access
Custify
Pega Customer Engagement Suite
8.2

Pros

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

Pega Customer Engagement Suite

  • Ability to design custom integrated campaigns
  • Analytics to provide key insights and ability to tune your campaign accordingly
  • Ability to design agent workflows
Anonymous | TrustRadius Reviewer

Cons

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

Pega Customer Engagement Suite

  • Pega Customer Engagement Suite is ready to use out of the box with several features, but custom development is always needed.
  • Although new features can be quickly implemented, they have to go through a screening Business analysis process, QA screening and SCRUM based development.
  • Pega eliminates the need for custom code, but there are rare cases where an specific requirement has little to no support from Pega, and implementing custom code can break OOB functionality and make the system unstable.
David A. Herrera | TrustRadius Reviewer

Usability

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

Pega Customer Engagement Suite

No score
No answers yet
No answers on this topic

Support Rating

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

Pega Customer Engagement Suite

No score
No answers yet
No answers on this topic

Alternatives Considered

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

Pega Customer Engagement Suite

We evaluated Marketo as another potential customer engagement partner but felt that they did not offer nearly the same flexibility in terms of process management that Pega did. Also, Pega seems to be years ahead of Marketo when it comes to leveraging AI for decision making and predictive analytics.
John Silva, MBA | TrustRadius Reviewer

Return on Investment

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

Pega Customer Engagement Suite

  • Reduction in Admin cost through automation.
  • Achieve efficiency in the customer service operations.
  • Pega's capability for quick time to Market helped us keep the system up to date specifically relating to compliance requirements which has stricter implementation timelines.
Anonymous | TrustRadius Reviewer

Screenshots

Pega Customer Engagement Suite

Pricing Details

Custify

General

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

Pega Customer Engagement Suite

General

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

Rating Summary

Likelihood to Recommend

Custify
9.8
Pega Customer Engagement Suite
8.0

Usability

Custify
8.0
Pega Customer Engagement Suite

Support Rating

Custify
10.0
Pega Customer Engagement Suite

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