Custify

Custify

About TrustRadius Scoring
Score 9.1 out of 100
Custify

Overview

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...

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Recent Reviews

Finally something that helps

10 out of 10
March 10, 2020
A lot of customer success products have great offerings, but it's rare to find a platform that gives you all of a client's health scores …
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A great software

10 out of 10
October 07, 2019
Custify has been a key player in helping us reduce churn and increase upsells. But it all really started with their concierge onboarding. …
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Love it!

10 out of 10
September 20, 2019
We've been using Custify to increase our conversion from free users to paying customers. We've been able to significantly improve our …
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Popular Features

View all 15 features
  • Product usage (11)
    9.1
    91%
  • API (11)
    8.2
    82%
  • Customer profiles (11)
    8.2
    82%
  • Role-based user permissions (11)
    7.3
    73%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.custify.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Demos

Customer Success Stories: ChartMogul
02:34
Customer Success Stories: Monograph
02:29
Customer Success Stories: Kiflo
02:27
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Features Scorecard

Security

7.3
73%

Platform & Infrastructure

8.1
81%

Customer Data Extraction / Integration

9.1
91%

Customer Success Management

8.4
84%

CSM Reporting & Analytics

9.0
90%
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Product Details

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 its 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 a 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 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: NPS surveys
  • 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

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Custify Videos

Find out how ChartMogul's Ingmar Zahorsky uses Custify to automate customer success health scoring, and build sophisticated proactive processes. As a result they have successfully scaled they CS team's activities and have significatively improved their renewal and lifecycle activities.
Find out how Monograph's Ailyn Mendoza and Giovanni Gomez used Custify to extract valuable insights about their customers' struggles during the implementation journey and how they've used those insights to better assist clients in understanding the product.
See how Philippe Swamy and his team at Kiflo have streamlined their onboarding process and increased the number of clients with better results and without adding new staff, simply by using Custify 🚀

Custify Downloadables

Custify Integrations

Custify Competitors

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

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

ChurnZero, Planhat, and Amity are common alternatives for Custify.

Reviewers rate Product usage and Customer health scoring and Customer segmentation highest, with a score of 9.1.

The most common users of Custify are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

 (11)

Ratings

Reviews

(1-10 of 10)
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Score 9 out of 10
Vetted Review
Verified User
Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that hubspot cannot
Maria-Mirabela Ganta | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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
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
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
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
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.

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