Custify Reviews

10 Ratings
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Score 9.8 out of 100

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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
Vetted Review
Verified User
Review Source

Return on Investment

  • Connecting all these data points has been a game-changer. We're seeing higher conversions both from free trials and from starter plans to premium plans. We're now developing an upsell offering for our most premium plan and figuring out how to integrate it into Custify. We're ambitious and want to see what's possible to pull off.
Read this authenticated review
Georgiana Florea | TrustRadius Reviewer
September 20, 2019

Love it!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • Free to paid conversions have gone up, and we see more customers choosing premium options than before, since we're using the automatic workflows to make sure the trial is a lot more focused on helping them see results before they pay a single dollar.
Read Georgiana Florea's full review

Feature Scorecard Summary

Role-based user permissions (10)
9.8
API (10)
9.8
Product usage (10)
9.8
Help desk / support tickets (1)
9.1
Sponsor tracking (1)
9.1
Customer profiles (10)
9.8
Automated workflow (10)
9.4
Internal collaboration (10)
10.0
Customer health scoring (10)
10.0
Customer segmentation (10)
10.0
Customer health trends (10)
10.0
Engagement analytics (10)
9.6
Dashboards (2)
9.1

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 Salesforce.com

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

Consumers
0%
Small Businesses (1-50 employees)
50%
Mid-Size Companies (51-500 employees)
30%
Enterprises (> 500 employees)
20%

Custify Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Custify Technical Details

Operating Systems: Unspecified
Mobile Application:No