What users are saying about
10 Ratings
6 Ratings
10 Ratings
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Score 9.8 out of 100
6 Ratings
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Score 10 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

Planhat

Planhat is an excellent tool for any CS organization and will enable you to manage and reduce churn more strategically
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

Custify
9.8
Planhat
9.8
Role-based user permissions
Custify
9.8
Planhat
9.8

Platform & Infrastructure

Custify
9.8
Planhat
9.8
API
Custify
9.8
Planhat
9.8
Integration with Salesforce.com
Custify
Planhat
9.8

Customer Data Extraction / Integration

Custify
9.4
Planhat
9.8
Product usage
Custify
9.8
Planhat
10.0
Help desk / support tickets
Custify
9.1
Planhat
9.5

Customer Success Management

Custify
9.7
Planhat
9.8
Sponsor tracking
Custify
9.1
Planhat
9.2
Customer profiles
Custify
9.8
Planhat
10.0
Automated workflow
Custify
9.4
Planhat
9.5
Internal collaboration
Custify
10.0
Planhat
9.8
Customer health scoring
Custify
10.0
Planhat
10.0
Customer segmentation
Custify
10.0
Planhat
10.0
NPS surveys
Custify
Planhat
9.8

CSM Reporting & Analytics

Custify
9.6
Planhat
9.8
Customer health trends
Custify
10.0
Planhat
10.0
Engagement analytics
Custify
9.6
Planhat
9.8
Dashboards
Custify
9.1
Planhat
9.7
Revenue forecasting
Custify
Planhat
9.8

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

Planhat

  • Internal Collaboration on customer accounts (CS, Support, exec sponsors, CX).
  • For leadership to standardize methodology and initiatives.
  • Customizeable for basic or advance users.
  • Analytics - internal CS activities as well as customer engagement analytics.
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

Planhat

  • Giving access rights to different users is powerful but requires some thinking (who can see which accounts).
  • More templates would be great when creating customized dashboards.
  • Not much to complain about really - the team has been very responsive to feedback.
Anonymous | 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

Planhat

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

Planhat

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

Planhat

Planhat has a better UI, covers a wide range of features and use-cases. It covers hybrid tech-touch and high touch well. Strong on revenue management.
Anonymous | 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

Planhat

  • Improving net retention.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Custify

General

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

Planhat

General

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

Rating Summary

Add comparison