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Score 9.7 out of 100


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 13 features
  • Role-based user permissions (10)
  • API (10)
  • Product usage (10)
  • Customer profiles (10)

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Custify, and make your voice heard!

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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, visit


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

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Alternatives Pricing

What is Totango?

Totango is a customer success platform that is designed to help recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. According to the vendor, Totango is also…

What is is a product engagement platform with features for in-app analytics, surveys and feedback, and guidance.

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Product Demos

Customer Success Stories: ChartMogul
Customer Success Stories: Monograph
Customer Success Stories: Kiflo
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Features Scorecard



Platform & Infrastructure


Customer Data Extraction / Integration


Customer Success Management


CSM Reporting & Analytics

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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

Custify Screenshots

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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

Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)20%

Custify Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

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

Reviewers rate Internal collaboration and Customer health scoring and Customer segmentation highest, with a score of 10.

The most common users of Custify are from Small Businesses (1-50 employees) and the Computer Software industry.
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Reviews and Ratings




(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it.
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