Custify Reviews

10 Ratings
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Score 9.8 out of 100

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alex Ne gru | TrustRadius Reviewer
January 15, 2020

Lowered my churn and improved my customer lifecycle visibility

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
  • Getting multiple health scores and trends on one screen.
  • Custify is not perfect for our business model as we have many customized cases, but it's the best one I've found and the team has been kind enough to help us integrate everything.
Read alex Ne gru's full review
Anonymous | TrustRadius Reviewer
March 10, 2020

Finally something that helps

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • As many health scores as you want per account on one screen.
  • As many lifecycles as you want per account on one screen.
  • Lots of health history information per client on one screen.
  • Very easy usage for team collaboration.
  • Missing a global revenue dashboard.
Read this authenticated review
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
Vetted Review
Verified User
Review Source

Pros and Cons

  • 360 degree view of every account's health.
  • The automation engine. They call it "Playbooks", and it's still in beta and already quite robust. We made some requests for our unique case. Hope they implement them.
  • A global revenue dashboard is very much needed.
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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

Pros and Cons

  • Fast integrations with practically every software you can think of.
  • So much data and it is so well organized. It’s easy to access exactly the data you need.
  • There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
  • The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.
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Georgiana Florea | TrustRadius Reviewer
September 20, 2019

Love it!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • We get notifications when a customer's usage goes down, so we can check in and get them engaged again.
  • We can see how many of their team members use our product and set automatic workflows to make sure the rest gets on board before the trial ends.
  • It's easy to identify hot prospects that are ready to convert, to make sure we don't miss opportunities.
  • My biggest surprise was that we needed to dedicate more time than I thought at the beginning to learn the software more deeply. The interface is the easiest I've used, but there are just many possibilities this software opened up for us, and we wanted to make sure we're familiar with them.
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Oliver Auerbach | TrustRadius Reviewer
October 08, 2019

Customer success software with great UI

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Concierge onboarding: they actually went through our application, truly understood the use case of our own offering, and created a document which I could simply forward to our engineering team to send the right data to Custify.
  • We can configure our own health scores. This means when a customer service member views a client they can see in a very visual way how far the customer is along in terms of onboarding, success, and paid services. This saves a lot of time because we don't need to go back and forth between our own application and Cusitify.
  • API integration. This means everything happens automatically. For example, if the task was to upsell and the client self-purchased, in the moment of the purchase the task gets automatically closed so the SC team always sees only the open tasks.
  • Great usability in the day to day work for the CS team.
  • It would be nice to have a monthly summary via email, at least for key accounts, so I don't have to log in anymore.
Read Oliver Auerbach's full review
Răzvan Vișan | TrustRadius Reviewer
October 07, 2019

A great software

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • They have the nicest, most professional team. They'll answer any question anyone on your team has.
  • The software is incredible! I haven't seen another platform with so much action-oriented customer data and task management options wrapped into one.
  • No cons from us. Everyone on the team is very happy we went with Custify.
Read Răzvan Vișan's full review

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