What users are saying about
10 Ratings
Top Rated
32 Ratings
10 Ratings
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Score 9.7 out of 100
Top Rated
32 Ratings
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Score 8.9 out of 100

Feature Set Ratings

    Security

    9.7

    Custify

    97%

    Whatfix

    Feature Set Not Supported
    N/A
    Custify ranks higher in 1/1 features

    Role-based user permissions

    9.7
    97%
    10 Ratings
    N/A
    0 Ratings

    Platform & Infrastructure

    9.7

    Custify

    97%

    Whatfix

    Feature Set Not Supported
    N/A
    Custify ranks higher in 1/1 features

    API

    9.7
    97%
    10 Ratings
    N/A
    0 Ratings

    Customer Data Extraction / Integration

    9.4

    Custify

    94%

    Whatfix

    Feature Set Not Supported
    N/A
    Custify ranks higher in 2/2 features

    Product usage

    9.7
    97%
    10 Ratings
    N/A
    0 Ratings

    Help desk / support tickets

    9.1
    91%
    1 Rating
    N/A
    0 Ratings

    Customer Success Management

    9.6

    Custify

    96%

    Whatfix

    Feature Set Not Supported
    N/A
    Custify ranks higher in 6/6 features

    Sponsor tracking

    9.1
    91%
    1 Rating
    N/A
    0 Ratings

    Customer profiles

    9.7
    97%
    10 Ratings
    N/A
    0 Ratings

    Automated workflow

    9.0
    90%
    10 Ratings
    N/A
    0 Ratings

    Internal collaboration

    10.0
    100%
    10 Ratings
    N/A
    0 Ratings

    Customer health scoring

    10.0
    100%
    10 Ratings
    N/A
    0 Ratings

    Customer segmentation

    10.0
    100%
    10 Ratings
    N/A
    0 Ratings

    CSM Reporting & Analytics

    9.5

    Custify

    95%

    Whatfix

    Feature Set Not Supported
    N/A
    Custify ranks higher in 3/3 features

    Customer health trends

    10.0
    100%
    10 Ratings
    N/A
    0 Ratings

    Engagement analytics

    9.4
    94%
    10 Ratings
    N/A
    0 Ratings

    Dashboards

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Custify is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    9.7

    Custify

    97%
    10 Ratings
    8.6

    Whatfix

    86%
    23 Ratings

    Likelihood to Renew

    Custify

    N/A
    0 Ratings
    8.6

    Whatfix

    86%
    2 Ratings

    Usability

    8.0

    Custify

    80%
    1 Rating
    7.5

    Whatfix

    75%
    6 Ratings

    Support Rating

    10.0

    Custify

    100%
    1 Rating
    9.0

    Whatfix

    90%
    7 Ratings

    Online Training

    Custify

    N/A
    0 Ratings
    7.3

    Whatfix

    73%
    1 Rating

    Implementation Rating

    Custify

    N/A
    0 Ratings
    7.8

    Whatfix

    78%
    2 Ratings

    Configurability

    Custify

    N/A
    0 Ratings
    7.3

    Whatfix

    73%
    1 Rating

    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

    Whatfix

    For the area of independent learning of topics in a system, Whatfix is best suited, as it offers many possibilities due to the different offers of the presentation. We are developing this with the support of the personnel development department and it is showing the first positive results and it is showing the first positive results in our sales units.
    Read full review

    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.
    Read full review

    Whatfix

    • Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals.
    • Feature enhancements are released every quarter, often with significant functionality improvements.
    • The support and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none!
    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

    Whatfix

    • How no-code the experience with Whatfix is really depends on your application. As one of our applications relies on nested iframes, not everything worked out-of-the-box and we had to spend time on debugging and doing advanced customizations. Though the support team at Whatfix has been very helpful in solving these matters, it still made it difficult for us to delegate the work to coworkers with less technical experience.
    • Prone to bugs. While no platform is perfect, we unfortunately had some cases where bugs broke popups and guides for our users.
    • Look & feel customization can be restrictive and inconsistent. Depending on what kind of content you create, you have more or less options to customize the look and feel of the content. E.g. popups have a dozen of pre-configured templates and the possibility to edit the style based on HTML, CSS, and Javascript (JSX), whereas Task Lists have less options to be configured. Though I was informed that Whatfix will improve this in the near feature.
    Read full review

    Pricing Details

    Custify

    Starting Price

    Editions & Modules

    Custify editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Whatfix

      Starting Price

      Editions & Modules

      Whatfix editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        Optional

        Additional Details

        All Pricing models are customized and tailor-made according to the customer's requirement. Please contact sales@whatfix.com for more details.

        Likelihood to Renew

        Custify

        No answers on this topic

        Whatfix

        Whatfix are an absolutely stellar vendor in every way. As with all technology tools and platforms, it's important to evaluate the marketplace to see what else is on offer. It would have to be something exceptional for us to seriously consider discontinuing our relationship with Whatfix
        Read full review

        Usability

        Custify

        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
        Read full review

        Whatfix

        While they've made a lot of improvements in the last year, there are still challenges with walkthroughs and how beacons can be created. They are aware of these limitations and are actively soliciting customer feedback to help them remedy these shortcomings.
        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

        Whatfix

        Support is very proactive and quick at solving/investigating any issue that might come up. They are very knowledgeable about their own tool and coding as well, and therefore, they quickly understand the goal you try to achieve - even doing custom code when necessary (or fixing your custom code). Even as COVID hit, Whatfix still managed to supply the same high standard of support.
        Read full review

        Online Training

        Custify

        No answers on this topic

        Whatfix

        While helpful, the feedback from our employee was, that [they felt] the training was very high-level - sometimes confusing. It would be great to have some kind of sandbox environment for new users to train certain scenarios.
        Read full review

        Implementation Rating

        Custify

        No answers on this topic

        Whatfix

        Although Whatfix make the process relatively straightforward (they will provide Group Policy Scripts to install a Google Chrome extension specific to your organisation) its important to ensure your network deployment teams (if you have more than one) understand their role and what they need to do to test deployment once they undertaken the work.
        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

        Whatfix

        There is no comparison - Whatfix is the clear winner with us from the very beginning. As Whatfix continues to grow and innovate their product, engage with it's customers on a level beyond any I have every seen. They work as Partners with us, their teams from bottom to top are incredible - Customer Service, Collaboration Teams, Innovation, Sales, Success Mangers and everyone I missed are incredible. One team in particular I want to call out for there outstanding service, care and innovation to help us launch one of our systems is the Professional Services Team. Ganish, Joel, and everyone else who has been on our calls and worked behind the scenes to hit our incredible tight deadline in August - KUDOs for a job well done, You ROCK, THANK YOU words cannot describe how great you guys have been with us on this project, but on all of them. Whatfix's team definitely understands, the customer is first, they align with our values and we will continue to grow with them
        Read full review

        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.
        Read full review

        Whatfix

        • The hope is that it will make claiming expenses easier for employees which would allow them get on with their jobs and also take a number of basic queries away from the administrative team. Actual numbers are yet to be determined.
        Read full review

        Screenshots

        Add comparison