--- title: "Custify Software Reviews, Demo & Pricing - 2026" description: "Review of Custify Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/customer-success/custify-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / Custify Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/customer-success/custify-profile/reviews/)[Alternatives](https://www.softwareadvice.com/customer-success/custify-profile/alternatives/) # Custify Review Custom quote 1 plan Wondering if Custify is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Custify 4.9 [(135)](https://www.softwareadvice.com/customer-success/custify-profile/reviews/) 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. Wondering if Custify is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. ## Custify User Interface ## Popular Custify Alternatives Main Product Custify 4.9 [(135)](https://www.softwareadvice.com/customer-success/custify-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.88Value for money - 4.95Customer support - 4.81Functionality Pricing Available upon request Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.64Value for money - 4.69Customer support - 4.57Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Skalin](https://www.softwareadvice.com/customer-success/skalin-profile/) 4.9 [(55)](https://www.softwareadvice.com/customer-success/skalin-profile/#reviews) Ratings Breakdown - 4.89Ease of use - 4.90Value for money - 4.89Customer support - 4.75Functionality Pricing Starting at €569.00 per month Get Price Alternative Product [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.7 [(466)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.50Value for money - 4.57Customer support - 4.52Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [Customerscore.io](https://www.softwareadvice.com/product/524566-Customerscore-io/) 4.8 [(17)](https://www.softwareadvice.com/product/524566-Customerscore-io/#reviews) Ratings Breakdown - 4.88Ease of use - 4.88Value for money - 5.0Customer support - 4.76Functionality Pricing Starting at €119.00 per month Get Price Alternative Product [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.4 [(4090)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Ratings Breakdown - 4.33Ease of use - 4.16Value for money - 4.26Customer support - 4.36Functionality Pricing Starting at $55.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Automation Workflow Management ## Custify Integrations Gmail Integration rated 4.6 from 10 reviews Segment Integration rated undefined from -1 review Zendesk Sell Integration rated undefined from -1 review HappyFox Workflows Integration rated undefined from -1 review Chargebee Integration rated undefined from -1 review Freshdesk Integration rated undefined from -1 review See all 22 integrations ## Custify User Reviews ## Custify customer ratings - Overall rating: 4.9/5 - Total reviews: 135 ### Rating distribution - 5 stars: 118 reviews (87%) - 4 stars: 16 reviews (12%) - 3 stars: 1 reviews (1%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.8/5 - Value for money: 4.9/5 - Customer support: 5.0/5 - Functionality: 4.8/5 --- ### Still good, still doing it's job - Overall rating: 4/5 - Reviewer: Marcin B. - Verified reviewer: Yes - Industry: Information Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 3/5 #### Pros Clear and transparent dashboard. After getting used to it feels lightweight (in a good sense) and does not overwhelm user with the amount of modules thrown at you. #### Cons Having to log-in to Custify often. I think I have to do it every week when I start the work. It requires additional authentication. More customization of email notifications would be useful. --- ### Affordable platform to support your CSMs - Overall rating: 4/5 - Reviewer: Maggie Y. - Verified reviewer: Yes - Industry: E-Learning - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered Overall I feel like it's a good product for the price point and I can see that they are continually working to improve. They are very receptive to customer feedback. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Great customer support. Team is always available with a quick answer and it's easy to find a time to meet. Custify's playbooks have streamlined my workflow. #### Cons The UX is a bit clunky, not always intuitive. Often what would be a simple task in another platform takes multiple clicks, or transferring between windows to complete which slows me down. #### Reasons for choosing Custify It was the cheapest. They were the most responsive and had the best customer support. #### Reasons for switching to Custify It didn't provide any health scoring or segmentation options to meet our needs. --- ### Very Useful Software! - Overall rating: 4/5 - Reviewer: Jesse J. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great customer management platform - Overall rating: 4/5 - Reviewer: Kelly H. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall a really good system, does a lot of things all in one place and new features are being developed consistently. Great support team when needed. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Lots of great features such as health scores and playbooks to save time #### Cons Sometimes we have issues with emails not sending / delayed sends #### Reasons for switching to Custify Unsure - i was not in the business at the time --- ### Great tool to streamline CS processes and measure customer health - Overall rating: 4/5 - Reviewer: Elena M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered Our overall experience has been very positive. The platform is extremely flexible and there rarely is a case of "not possible". I'd say the system needs someone tech savvy enough with time to dedicate to setting it up and maintaining / updating it on a regular basis in order to make the most of it. But if you do have that, it is a very impactful system to have! #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Long list of integrations covering most of the systems we're working with. Very flexible to adapt to existing processes and make them more efficient with playbooks/ lifecycles. The Health Score feature has been a massive value add for us and it's flexible enough to support our outcome based customer health scoring which is quite complex. Can't fault the support we have received from [sensitive content hidden] and the team! Super responsive and always happy to answer questions, offer advice and come up with workarounds if needed. We have also seen many of our feature and improvement requests/ suggestions materialise which is fantastic. The recent updates to the task manager have been a game changer and the team at Custify is working hard on providing regular quality of life improvements! #### Cons Technical implementation has required a lot of effort on our end. Complexity of the system means it takes quite a long time to really become proficient with all the features. The administration of the system is quite time consuming, but this is also due to the fact that we're using it a lot and try to get the most from the system. #### Reasons for choosing Custify Flexibility of health scores to match our needs, range of integrations, very pleasant and transparent sales process, value for money #### Reasons for switching to Custify Needed a more CS specific tool that supported Customer Health Scoring --- ### A great tool with surprising depth and prolific product development - Overall rating: 4/5 - Reviewer: Nicole R. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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). --- ### Reduce Churn and keep customers happy with Custify - Overall rating: 5/5 - Reviewer: Thomas L. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered It's a lovely experience to work with Custify. It's clear what you need to do in the tool and their support and customer success is incredible. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros That the results are directly visible. We have implemented Custify and we immediately saw that customer success managers had more time to spend on strategic calls with customers instead of spending a lot of time on admin things. Next to that we are able to spot churn risks way earlier which resulted in negative churn after 6 months with Custify. #### Cons There is nothing in particular but one thing that they can do a bit better is the view. It looks very dry but that is not an issue as the product just does what it promises. Rather have a product that looks older but works then the other way around. #### Reasons for switching to Custify Hubspot was not ready to scale with us and it's not a customer success tool so the options were limited. Custify just hits all the parameters to create the best health scores and integrates with all programs it needs to for us. --- ### Understanding our clients and leveraging that data is Custify’s main value - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Loving it so far - Overall rating: 5/5 - Reviewer: Oliver A. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### The best software we found for the needs of customer success and support teams - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- Showing 1 - 10 of 135 Reviews [See All Reviews](https://www.softwareadvice.com/customer-success/custify-profile/reviews/) ## Custify Popular Comparisons [LiveAgent vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/liveagent/)[Skalin vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/skalin/)[monday CRM vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/monday-crm/)[Zendesk Suite vs Custify](https://www.softwareadvice.com/compare/26892-Zendesk/vs/148852-custify/)[Totango vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/totango/)[HubSpot Service Hub vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/hubspot-service-hub/)[Planhat vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/planhat/) [Compare All Alternatives](https://www.softwareadvice.com/customer-success/custify-profile/alternatives/) ## Other Top Recommended Customer Success Software [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4090) Recently recommended **9** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3058) Recently recommended **0** times [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/) **4.5** (2214) Recently recommended **0** times [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) **4.7** (1787) Recently recommended **0** times Stuck Between Options? 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