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 recei...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

34 Reviews of Custify

Average User Ratings

Overall

5.00 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(34)

34

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 34 results

September 2019

Oliver from GloriaFood

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

August 2020

Andre from Referrizer

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

SaaS owners best Friend - Churn Killer

Support is on spot. Onboarding is very helpful. API have everything we need. Team at Custify is very fast on updating software and accepting a feedback.

Pros

Best part of this is tracking health score for each account. By measuring Member at Risk (MAR), we are able to proactively act and save clients before they even attempt to cancel.

Cons

I am trying to think about cons for this product. I relly can not think of anything that is bad. Really.

Reasons for Choosing Custify

We compared everything. Features, Price, User Interface... and in all three categories Custify WINS

September 2020

Mihaela from GloriaFood

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Very good CS tool that’s also easy to use

Great experience and a real benefit across our CS and support departments. We get a clear picture of where our users are in the onboarding process, we see everything related to that user in one section, and we know who to focus our efforts on.

Pros

Easy and simple to use product. The Custify support team is amazing. Philipp did a great job onboarding everyone and helping us make some changes to segments and health scores. The segmentation and tasks functions are the features I focus most on. They keep our schedule clear and on track.

Cons

Setting up all the KPIs and health scores was a hassle at first. This was due to the fact we focus on so many things that it seemed we didn't have a clear objective. The dashboard is missing a lot. A way to have an overall look would really help.

August 2020

Shawn from Referrizer

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Great product with a great team!

First of all big cudos to support and ease of implementation. Custify may seem complicated at first, beside the modern simplistic design, but it really is not. Philipp and the team were here for us every step of implementation and are still here well over a year into using the product. We need something, they are there! More often than not, they develop features we are just about to ask for, and we get a nice update message on our dedicated Slack channel.

Pros

Integration was done over one month, as promised during the first call when we were exploring the product. After the implementation, came fine tuning, we had a million questions, and they answered every single one in a timely manner and to our satisfaction. Features you want to use strictly depend on your own product, if you want to see custom stats about any feature of your product, Custify can help. I personally love the Life Cycles we created and Playbooks!

Cons

We would love to see (and Custify is working on this already) per agent reporting.

Reasons for Choosing Custify

Custify had the most comprehensive system for what we need. Also, their onboarding process had a great effect on our chouce. We were given a mock account to "play" with before purchasing, we came up with a lot of questions, even some features we asked for were developed.

August 2020

Mircea from Smart Bill

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Essential tool for any SaaS that wants to scale their CS team

So far, a great experience. They’ve helped us every step of the way. Our end goal is to help our sales and customer success teams scale while improving our retention and upsell rates.

Pros

Patient and attentive CSM that walked us through all the steps. It has all the features we needed and it’s highly customizable to fit our custom CRM. The ability to predict client churn based on criteria by us. The customizable health scores and segments allow us to define playbooks and focus on the clients that need us.

Cons

In our case, certain payment methods are hard to be tracked so the churn alerts often have false positives. This can’t be helped. The many UI functions also take a bit to get used to.

Reasons for Choosing Custify

Much more personal support.