Custify

Custify Reviews

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Ratings and Reviews
(1-9 of 9)

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Maria-Mirabela Ganta | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

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.


Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I'd get Custify if you have high-value accounts, but your team doesn't have enough time to give them personalized treatment. If you're facing this, I know how difficult it is to run a CS team and use "no time" as the reason a key account is at risk.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We tried other products before. They were good, but Custify is hands down our favorite. I recommend getting a demo from a few companies, maybe give a few a try, to see what works best for your needs.
Oliver Auerbach | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We actually thought of using Trello first. But as great as Trello is for task management it just won't work for this. Most other Customer Service systems seem to be designed for enterprise-level or have a bad user experience.

Custify Scorecard Summary

Feature Scorecard Summary

Security (1)
97%
9.7
Role-based user permissions (10)
97%
9.7
Platform & Infrastructure (1)
97%
9.7
API (10)
97%
9.7
Customer Data Extraction / Integration (2)
94%
9.4
Product usage (10)
97%
9.7
Help desk / support tickets (1)
91%
9.1
Customer Success Management (6)
96%
9.6
Sponsor tracking (1)
91%
9.1
Customer profiles (10)
97%
9.7
Automated workflow (10)
91%
9.1
Internal collaboration (10)
100%
10.0
Customer health scoring (10)
100%
10.0
Customer segmentation (10)
100%
10.0
CSM Reporting & Analytics (3)
95%
9.5
Customer health trends (10)
100%
10.0
Engagement analytics (10)
94%
9.4
Dashboards (2)
91%
9.1

What is Custify?

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 an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.

  • Customer 360 view: No more spreadsheets! Get all the customer data from your CRM, support, billing, and other systems in one place.

  • Growth: Automatically identify growth, renewal, and upsell opportunities.

  • Tasks and Alerts: Get notified when a customer is stuck in onboarding, at risk of churning, or due to renew.

  • Customer Health: Identify at-risk customers and reduce unwanted churn. Track your KPIs and define health scores.

  • Automation: Create playbooks and automate workflows to focus on white-glove tasks.

  • Customer Lifecycle: Understand product adoption and increase customer satisfaction during onboarding. Then encourage customers to renew their contracts and become advocates.


Custify Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Billing

Customer Success Management Features

  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

Custify Screenshots

Custify Integrations

Custify Competitors

Custify Pricing

Custify Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)20%

Custify Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is Custify's best feature?

Reviewers rate Internal collaboration and Customer health scoring and Customer segmentation highest, with a score of 10.

Who uses Custify?

The most common users of Custify are from Small Businesses and the Computer Software industry.