Custify 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Custify

4.9

(121)

Pricing

Pricing available upon request

About Custify

Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain customers, reduce churn rate and improve revenue, contract renewals, product adoption and more. The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities.

Custify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events.

Custify supports integrations with various third-party applications like Slack and Segment via APIs. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures.

Custify Screenshots

Custify Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Custify Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of Custify
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
AI/Machine Learning
Alerts/Notifications
API
Cancellation Management
Churn Management
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
CRM
CSAT Survey Structure
Customer Database
Customer Data Management
Customer Experience Management
Customer History
Customer Journey Mapping
Customer Management
Customer Profiles
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Visualization
Drag & Drop
Email Campaign Management
Email Management
Engagement Tracking
Event Triggered Actions
Feedback Management
Health Score
Lifecycle Management
Messaging
Monitoring
Multi-Channel Communication
NPS of Customers
NPS Survey Structure
Performance Metrics
Process/Workflow Automation
Real-time Alerts
Real-Time Data
Real-Time Notifications
Renewal Management
Reporting & Statistics
Revenue Management
Review Monitoring
Search/Filter
Sentiment Analysis
Survey/Poll Management
Surveys & Feedback
Task Management
Third-Party Integrations
Trend Analysis
User Onboarding
Visual Analytics
Widgets
Workflow Management

Custify Integrations

Segment

Zendesk Sell

HappyFox Workflows

Chargebee

Freshdesk

HubSpot CRM

See all 22 integrations

Custify User Reviews

Overall Rating

4.9

Ratings Breakdown

87%

12%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

5.0

Functionality

4.8

Oliver A.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2019

Loving it so far

We’ve increased our customer satisfaction, resulting in higher revenues for us, the tool pays itself in the first day of the month - highly recommend.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Various health scores in a 360 view of our customers, very flexible automation engine, actionable tasks and super easy to use UI. Also worth mentioning the great onboarding and follow-up support.

Cons:

Nothing so far. We'll review this with with every new use case.

Reasons for choosing Custify

Other systems are more complex to use and our CSMs would need to work manually quite a bit. We've been looking for a system that allows our CSMs to spend their time with our clients instead of doing copy & paste. As a result, we’ve integrated Custify via API so we're sending events and attributes which allowed us to automate everything.

Ryan O.

Verified reviewer

E-Learning

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Custify has been a gamechanger for us

Custify has been a gamechanger for us. We're on track to reduce churn by 45% in our first year and Custify has played a major part in this. The team are brilliant, we're well supported and Custify has been a huge success for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We implemented Custify moving from our old system of managing customer data in Hubspot and spreadsheets. Custify has a great integration with Hubspot, and other tools we use including G-Suite, Pendo and our helpdesk solution. It's got a great UI, which has helped CSM adoption and is very configurable and powerful. It's automation, AI, task management and lifecycle features are all really good.

Cons:

The way Custify handles recurring and non-recurring revenue is improving all the time. It's OK today, and I'm looking forward to more improvements that will take this to the top tier. Since we implemented there have already been a number of enhancements delivered which is very positive.

Reasons for choosing Custify

Custify delivered the best bang-for-buck, and we ultimately chose Custify based on price.

Jesse J.

Verified reviewer

Computer Software

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed June 2023

Very Useful Software!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

As 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.

Nicole R.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 2 years

Review source

Reviewed March 2024

A great tool with surprising depth and prolific product development

Overall, I'm pleased. I get really important insights from custify which I have come to rely on. I believe in their product development efforts as a company - they are so prolific and the scope of features they are releasing regularly really blows me away. I will be sticking around to work through getting my team more fully adopted and working through the other kinks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really do love Custify. It's a tool with great depth of functionality and it's fairly consistent across it's platform. I really enjoy the level of configuration you have in the tool and more so, the ease of filtering, tagging, segmenting, developing health scores,integration etc. I have very limited access to our tech team and so they did only the minimal integration between our product and custify. [When I consider some of our issues with adoption, it's likely due to how the integration was architected and tradeoffs we made.]. Given that, I set up everything else. I really rely on the insights that I can get about customers' use of our system and the alerting it does for us regarding when usage dips or increases. Playbooks are really helpful and user friendly.

Cons:

The UI - it's hard to make sense of everything. I don't enjoy how the UI is organized on the company 360 with each type of record ordered by group. I would prefer to be able to switch to see a time-based view. Additionally, as we add to the metrics we watch for customers, it will need some revisiting bc the right hand column gets very long. I've had a hard time getting CSMs to fully transition to using Custify - this is due to an integration issue between Hubspot, our product and Custify related to having users that can be users of multiple customers' sites. Lastly, we have uncovered some issues that have made the finance reports unusable for us.

Reasons for switching to Custify

I needed a more accurate picture of customer health. Additionally, I wanted to be able to scale my CSM team (the latter hasn't panned out so much).

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Understanding our clients and leveraging that data is Custify’s main value

I would say that Custify is like a magic 8 ball; it somehow always has the right answer and our clients get better service in the end. The segmentation feature is great and the results are accurate. My reporting on our clients’ feature usage has never been more accurate. Custify saves time and lowers churn once you learn how to use it correctly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When I use the customer 360 view, I can see how clients use our software to solve their issues. Custify also allows me to see the clients’ engagement with our product and use those insights through custom playbooks or segmented reports.

Cons:

There isn’t really anything I don’t like so far. Maybe the mobile view has some weird bugs.

Reasons for choosing Custify

Value for money and an extraordinarily CS team that actually partnered up with us and helped grow the business

Verified

Reviewer

Computer Software

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2021

The best software we found for the needs of customer success and support teams

The goal was to optimize their work and scale the team using the Custify features. It really simplifies the work of devs and sales also since they no longer need to export reports or sync with support on various client specific issues. Churn is much lower now and everyone can focus on their work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The teams can set custom health scores and track them as needed. They can now anticipate our client’s needs. CSMs can set tasks and alerts based on health scores, and they no longer waste time looking for reports.

Cons:

I don't think there is one. This is such a great fit for me

Reasons for choosing Custify

Much better and detailed onboarding documentation.

Prakash D.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2024

Product that actually makes your work life easier

Loving using it. No complains with it so far.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use and Access to all information under one roof is a big boon

Cons:

There's nothing to dislike. Looking forward to more updates and enhancements

Stijn S.

Verified reviewer

Writing and Editing

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2024

Custify is literally my bible

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First of all their Customer Success Manager is of the charts. They are really thinking with you to what problems you want to fix within your own CS strategy. It's literally my bible. It's the first thing that I open & the last thing that I close. It really helped us in getting into a revenue mindset which is really great because we closed more revenue than our Sales department. It helped us to Scale our digital motion which was critical.

Cons:

Are you crazy? There is nothing I dislike about Custify

Marcin B.

Verified reviewer

Information Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

Short learning curve to start Customer Success work.

Custify is third CRM/ CS tool I am using- previously it's been Hubspot and Totango. This one took the least time to make it work for me.

Ratings Breakdown

Ease of use

Functionality

Pros:

Clear overview of available modules. Seems very straightforward and more intuitive then some of the competitor's.

Cons:

Some modules require further development e.g. time tracking - has potential to become even more helpful.

Alex B.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed June 2024

It just does sooo much

Its been brilliant for us, and still we are only just scratching the surface. The product is great, the business is great and the support is great. My advice to anyone looking at CS software (and we looked at LOTS) I would say do your homework, have a clear plan on what it is exactly you want to prioritise and achieve using that CS software and stick to it. Then, pick Custify and get going.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is so flexible. Once you get your head around how you can use the calculated metrics and segments to really control any activities you want to plan with our customer its such a powerful tool. The support we have received from Custify and in particular Giorgiana is incredible. ALWAYS there, on hand to help us if we have questions or need advice. They listen. We recommended a few improvements on calls with them during our time so far and they take note, pass them on and then in future releases you see some of your suggestions being included - its brilliant.

Cons:

There is a lengthy setup process. To really get the full benefit of Custify you need to have it integrating with your systems. They have inbuilt integrations with some CRMs and accounting software but if you want it to connect with your software too you have to be prepared to invest time and resource into developing that integration.

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