Custify vs. Planhat

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Custify
Score 9.6 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
Planhat
Score 8.4 out of 10
N/A
Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.N/A
Pricing
CustifyPlanhat
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CustifyPlanhat
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
CustifyPlanhat
Considered Both Products
Custify
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.
Planhat

No answer on this topic

Top Pros
Top Cons
Features
CustifyPlanhat
Security
Comparison of Security features of Product A and Product B
Custify
7.0
11 Ratings
25% below category average
Planhat
8.9
10 Ratings
1% below category average
Role-based user permissions7.011 Ratings8.910 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Custify
8.0
11 Ratings
8% below category average
Planhat
9.2
10 Ratings
6% above category average
API8.011 Ratings9.09 Ratings
Integration with Salesforce.com8.01 Ratings9.56 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Custify
9.0
11 Ratings
2% above category average
Planhat
9.0
11 Ratings
2% above category average
Product usage9.011 Ratings9.011 Ratings
Help desk / support tickets9.11 Ratings9.09 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Custify
8.3
11 Ratings
3% below category average
Planhat
8.8
11 Ratings
3% above category average
NPS surveys8.01 Ratings9.29 Ratings
Sponsor tracking8.02 Ratings9.16 Ratings
Customer profiles8.011 Ratings10.011 Ratings
Automated workflow9.011 Ratings7.011 Ratings
Internal collaboration7.011 Ratings10.011 Ratings
Customer health scoring9.011 Ratings8.011 Ratings
Customer segmentation9.011 Ratings8.011 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Custify
9.0
11 Ratings
7% above category average
Planhat
6.8
10 Ratings
21% below category average
Customer health trends9.011 Ratings5.010 Ratings
Engagement analytics9.011 Ratings5.010 Ratings
Dashboards9.03 Ratings9.010 Ratings
Revenue forecasting00 Ratings8.07 Ratings
Best Alternatives
CustifyPlanhat
Small Businesses
Intercom
Intercom
Score 8.7 out of 10
Intercom
Intercom
Score 8.7 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.9 out of 10
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CustifyPlanhat
Likelihood to Recommend
9.0
(11 ratings)
9.0
(11 ratings)
Usability
9.0
(2 ratings)
9.0
(4 ratings)
Support Rating
9.0
(2 ratings)
9.7
(4 ratings)
User Testimonials
CustifyPlanhat
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.
Read full review
Planhat
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Read full review
Pros
Custify
  • 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.
Read full review
Planhat
  • Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
  • The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
  • The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
Read full review
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.
Read full review
Planhat
  • Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
  • The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
Read full review
Usability
Custify
I like custify because it does exactly what you think it would. It's reliable and delivers quality organization and analytics for our usage. It's only downfall is it's lack of specific analytics and combination with sales tools that make customer transferring easy. Overall highly recommend using custify and are in a smaller business.
Read full review
Planhat
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Read full review
Support Rating
Custify
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
Read full review
Planhat
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
Read full review
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.
Read full review
Planhat
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
Read full review
Return on Investment
Custify
  • Free to paid conversions have gone up, and we see more customers choosing premium options than before, since we're using the automatic workflows to make sure the trial is a lot more focused on helping them see results before they pay a single dollar.
Read full review
Planhat
  • Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
  • The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
Read full review
ScreenShots

Custify Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Planhat Screenshots

Screenshot of Insights identify outliers in a portfolio to help users understand risks and opportunities.Screenshot of Displays clients through any filter to shows only the information that matters.