Custify

RATING:

4.9

(109)

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 cus...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Custify Pricing

Free trial: 

Not Available

Free version: 

Not Available

Customer 360 degrees view - see all customer related information in one screen such as tickets, communication, tasks, and of course health scores, lifecycles and other CS related KPIs
Slide 1 of 3

Custify Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Custify

1 - 5 of 109 Reviews

User Profile

Răzvan

Verified reviewer

Information Technology and Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

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.

PROS

The 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.

CONS

No 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

Isaac

Program Development, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2024

Best Customer Support and software ever

Overall, we are totally happy with the team, the software and our future with the software.

PROS

One of the things that impressed me the most about Custify was the entire team behind this company. Custify offers similar features that are available out there in the market, but the way the customer success team and sales have been with our team is exceptional. They have worked with us to implement a solution that has been a bit of a pain for us due to so many systems that we are managing in-house (Hubspot, Zapier, AWS, etc.) Custify allows us to track trends and behaviors that we only suspected due to limited view caused by several platforms we used to manage our customers. Custify has allowed us to see our impact in real-time and empowered us to make better data-driven decisions.

CONS

There are still areas of opportunity that I see the team building on, which makes me so hopeful for the future. Areas of opportunity, such as not being able to set up lifecycles at people level are one of these areas but every time we have faced something that is unique to how we operate and not something that particularly can be done out of the box with custify, the customer success team over in Custify has been phenomenal in helping us navigate a solution that can help us achieve our end goal.

Jesse

Computer Software, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2023

Very Useful Software!

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.

Johannes

Computer Software, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2024

Highly customizable product, nice UI and an outstanding CS team

Great, very helpful and skilled CS team. The product is reliable. Improvement suggestions are implemented very fast

PROS

High degree of flexibility and customization

CONS

To find the best possible setup some time and iteration is needed. It's not an out of the box solution which works perfectly after 2 weeks

Reasons for switching to Custify

journey.io was more for PLG motions, but we were switching to a mid market / enterprise target market

Maggie

E-Learning, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

I 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.

CONS

Some 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.