Custify Reviews

10 Ratings
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Score 9.8 out of 100

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Reviews (1-9 of 9)

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Maria-Mirabela Ganta | TrustRadius Reviewer
April 03, 2020

Great software that helped us automate and improve our conversion rates.

Score 10 out of 10
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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.

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Anonymous | TrustRadius Reviewer
March 10, 2020

Finally something that helps

Score 10 out of 10
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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.
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Anonymous | TrustRadius Reviewer
March 04, 2020

Great CS automation tool that helps us take better care of our key accounts and more

Score 10 out of 10
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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.
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Anonymous | TrustRadius Reviewer
January 28, 2020

Easy integration with great CSM value for those that are willing to use it

Score 10 out of 10
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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.
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Oliver Auerbach | TrustRadius Reviewer
October 08, 2019

Customer success software with great UI

Score 10 out of 10
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Alternatives Considered

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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Feature Scorecard Summary

Role-based user permissions (10)
API (10)
Product usage (10)
Help desk / support tickets (1)
Sponsor tracking (1)
Customer profiles (10)
Automated workflow (10)
Internal collaboration (10)
Customer health scoring (10)
Customer segmentation (10)
Customer health trends (10)
Engagement analytics (10)
Dashboards (2)

About 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

Has featureProduct usage
Has featureHelp desk / support tickets
Has featureOnline customer community
Has featureBilling

Customer Success Management Features

Has featureSponsor tracking
Has featureCustomer profiles
Has featureAutomated workflow
Has featureInternal collaboration
Has featureCustomer health scoring
Has featureCustomer segmentation

CSM Reporting & Analytics Features

Has featureCustomer health trends
Has featureEngagement analytics
Has featureDashboards
Has featureCustomer lifetime value
Has featureChurn rate

Security Features

Has featureRole-based user permissions

Platform & Infrastructure Features

Has featureAPI
Has featureIntegration with

Custify Screenshots

Custify Integrations

Custify Competitors

Custify Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

Custify Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Custify Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Custify Technical Details

Operating Systems: Unspecified
Mobile Application:No