Custify
About Custify
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Most Helpful Reviews for Custify
1 - 5 of 106 Reviews
Răzvan
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
very useful tool
Our product adoption, upsells and cross-sells have increased once we implemented the workflows, and we're starting to see a reduction in churn as well. Great software - highly recommend it.
PROSThe flexible workflows you can customize by customer segment and the automation. Also the fact you see multiple health scores, not to mention health trends, on one screen. The task manager that helps you manage your team and keep them focused on the goal.
CONSNo real cons, except an internal one, and that is that we didn't plan enough time to study all the features right from the start. The software is very easy to use, but it's more powerful than it might seem at first. Schedule time with your team to play with it before you get started and make use of their free onboarding support.
Reasons for switching to Custify
Better onboarding and overall experience
Maggie
E-Learning, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2024
Impressions after first 6 months
Overall I've been happy with Custify. Though it is a bit clunky like I mentioned, it has done exactly what we needed it to do at a price that was reasonable. They continue to release updates and new features regularly and are receptive to user feedback which I appreciate.
PROSI love the level of customer support I receive from my CSM [sensitive content hidden]. She is always quick to reply and if she is OOO there is another CSM to step in.
CONSSome of the UX could use improvement. There are some things that just feel clunky and other platforms that have similar features are more smooth. For example, the display order of attributes in the People and Company lists- most programs you can drag and drop these to reorder but here I have to go into another drop down menu to move them. Or to create a new tag I have to leave the page I'm on to create the new tag, then navigate back to my original page, reload, and then tag. Other programs you can make new tags within the tag dropdown menu. The task sorting and flow is a little clunky as well. I prefer the flow and sorting features available in platforms like Hubspot.
Reason for choosing Custify
Price and customer support. The entire sales and CSM team was available to answer all of our questions in a timely manner. Custify does what I need it to do with out a lot of other features we have in our Sales CRM that we didn't need in our Customer Success CRM.
Jesse
Computer Software, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Very Useful Software!
I really like the ability to create saved views to categorize our customers into different groups. The playbooks are really useful as well. As a software engineer, I use the playbooks to trigger an AWS Lambda function to run custom code I have written.
CONSAs a software engineer, I use API endpoints frequently. I noticed that historical metrics are viewable on the custify customer page. I have tried to use the API to pull these historical timeseries values, but was informed that this endpoint was an undocumented endpoint so I wasn't able to use it like I wanted.
Bogdan Petre
Verified reviewer
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
We underestimated how much value it would bring to our marketing and CS efforts
You don’t know how useful it is until you actually have it. It saves time and you can get more tasks done in a day. Our trial to paid ration has improved, due to the fact that we can react faster than ever before during the onboarding process.
PROSHaving all the information about a client in one place, in a customer 360 view, is a time-saver. Custify gives us the possibility to make segments, monitor what lifecycle step every client is in, and get alerts when a user is stuck in the onboarding process. I can either set the system to target them with customized messages or I can do it myself. Being able to step in quickly is one of those things that makes work easy. Not long after our business became a Custify customer, I could see the improvements in my reports and I would never go back to the way we used to do things.
CONSThe ability to customize emails is somewhat limited and for some reports, we had to ask for their help, but the overall experience tops any con.
Stijn
Verified reviewer
Education Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
A true gem in the landscape of Customer Success Tools
Their culture: They have a stellar onboarding process, and excellent support, and they LISTEN to their users. They are open to suggestions and actually implement them. They are on the right path.
CONSLiterally nothing. The dashboarding can be a bit hard to figure out but with the stellar support of the entire team.