Custify

Custify Reviews

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Ratings and Reviews
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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.

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)
97%
9.7
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.