Custify is the Customer success tool every SaaS needs
Overall Satisfaction with Custify
We started looking for a tool to help our customer success dept target and manage their activity separately and more effectively. We ended up with a tool that has a much wider appeal since our sales and support staff use it when they want to see everything about a client in one place, like discussions, tickets, previous offers we made, plan history, who talked to them last, etc.
- Excellent segmentation features.
- Tasks and alerts functionality.
- Excellent support.
- Customer overview.
- Learning the UI takes some time.
- Dashboard is not so great. Needs more metrics.
- Emailing reports would help.
- Saves our CSMs time and effort.
- Having everything in one platform has led to much better results in upsell and churn.
Do you think Custify delivers good value for the price?
Are you happy with Custify's feature set?
Did Custify live up to sales and marketing promises?
Did implementation of Custify go as expected?
I wasn't involved with the implementation phase
Would you buy Custify again?
Custify saves our teams time as all customer info is in one place. Managers easily see activity by team member, so we get an overview of tasks. Automation features help with our onboarding flow.
If you have multiple pricing plans and use different KPIs per plans this tool would help. Also if you have depts that each may have contact with a user, it would really help to have all client info in one place.