Great software for SaaS companies
Nemanja Klajic | TrustRadius Reviewer
August 06, 2020

Great software for SaaS companies

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Custify

Custify is definitely used by the whole organization, from sales to product development. The biggest problem we use Custify for is churn management. We love that we can create a segment and use those created segments to keep track of absolutely anything. We can now look at the health scores of the accounts, 360 customer views, create playbooks, and much more, all in one system.
  • Playbooks
  • Health scores
  • Lifecycle
  • Custom tracking
  • Reporting: in development.
  • Positive impact on churn reduction.
  • Easy view of the customer onboarding progress.
  • Playbooks make contacting a specific group of clients very easy.
It's a well-rounded software. They are best suited for SAAS companies looking to improve their Customer Success and Support services. Implementation is easy enough and the onboarding process is very personal. Their support is great and they are very receptive of feature recommendations. All in all, a great service for any SAAS company.

Custify Feature Ratings

Product usage
9
Help desk / support tickets
Not Rated
Sponsor tracking
Not Rated
Customer profiles
9
Automated workflow
7
Internal collaboration
10
Customer health scoring
10
Customer segmentation
10
Customer health trends
10
Engagement analytics
8
Dashboards
Not Rated
Role-based user permissions
9
API
9
Integration with Salesforce.com
Not Rated