What users are saying about
10 Ratings
3 Ratings
10 Ratings
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Score 9.8 out of 100
3 Ratings
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Score 9.3 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

Userlane

It is well suit[ed] because of professional virtual assistants. Also quality is a great concern with well developed strategy from implementation till execution. Customer support needs improvement in addressing individual customer needs. User level analytics should be incorporated. These concerns would be really helpful if taken into consideration. Otherwise, it's a great platform.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

Custify
9.8
Userlane
Role-based user permissions
Custify
9.8
Userlane

Platform & Infrastructure

Custify
9.8
Userlane
API
Custify
9.8
Userlane

Customer Data Extraction / Integration

Custify
9.4
Userlane
Product usage
Custify
9.8
Userlane
Help desk / support tickets
Custify
9.1
Userlane

Customer Success Management

Custify
9.7
Userlane
Sponsor tracking
Custify
9.1
Userlane
Customer profiles
Custify
9.8
Userlane
Automated workflow
Custify
9.3
Userlane
Internal collaboration
Custify
10.0
Userlane
Customer health scoring
Custify
10.0
Userlane
Customer segmentation
Custify
10.0
Userlane

CSM Reporting & Analytics

Custify
9.5
Userlane
Customer health trends
Custify
10.0
Userlane
Engagement analytics
Custify
9.5
Userlane
Dashboards
Custify
9.1
Userlane

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

Userlane

  • Personalized training
  • Organic learning experience
  • On-demand contextual help
  • Proactive support and training
  • 24/7 Support
  • step-by-step interactive guidance
Ashish Ranjan Naik | 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

Userlane

  • Downloadable analytics.
  • Promotion feature.
  • Selling features.
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

Userlane

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

Userlane

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

Userlane

I haven't used any other to much extent.
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

Userlane

  • It save a lot of money in Training
  • It save a lot of expenses in Travel expenses for physical Training and support
  • Easy to use,It helps to increase the productivity of employees.So you save lot of money
Ashish Ranjan Naik | TrustRadius Reviewer

Screenshots

Pricing Details

Custify

General

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

Userlane

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

Rating Summary

Likelihood to Recommend

Custify
9.8
Userlane
9.3

Usability

Custify
8.0
Userlane

Support Rating

Custify
10.0
Userlane

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