# Custify Software Reviews, Demo & Pricing - 2026 > Review of Custify Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/customer-success/custify-profile --- [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 2026: Benefits, Features & Pricing 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 [(122)](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 [(122)](https://www.softwareadvice.com/customer-success/custify-profile/reviews/) Ratings Breakdown - 4.80Ease of use - 4.91Value for money - 4.97Customer support - 4.82Functionality Pricing Available upon request Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1786)](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 [(463)](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 [(4081)](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 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 HubSpot CRM Integration rated undefined from -1 review See all 22 integrations ## Custify User Reviews Overall Rating 4.9 Ratings Breakdown 5 87% 4 12% 3 1% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.9 Customer support 5.0 Functionality 4.8 MB Marcin B. Verified reviewer Information Services 11-50 employees Used daily for less than 2 years Review source Reviewed March 2026 Still good, still doing it's job 4 Ratings Breakdown 5 Ease of use 3 Functionality 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. Read More TL Thomas L. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 2 years Review source Reviewed July 2024 Reduce Churn and keep customers happy with Custify 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More JJ Jesse J. Verified reviewer Computer Software 11-50 employees Used weekly for less than 6 months Review source Reviewed June 2023 Very Useful Software! 4 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 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. Read More CC Chris C. Verified reviewer Computer Software 501-1000 employees Used daily for less than 2 years Review source Reviewed July 2024 Custify Review 4 Great team, mostly available when needed. Support is via Slack which can be good or bad. Ideally there would be a way to convert a Slack request to a ticket so it did not get lost (on either end). Ratings Breakdown 5 Ease of use 5 Customer support 4 Functionality Pros: Ability to consolidate events from all users at parent company level and then build dashboards such as DAU, MAU, Utilization, and more. We even collect events for certain operations that have failed and are able to add companies to a segment that our support team then works through to resolve the issues. In some cases we reach out to the customer before they even knew they had a problem. Cons: Metrics and dashboards are not updated in real time, they are updated on schedules. If I'm building a dashboard and hit 'save' it sometimes takes 10 minutes or more for it to populate. Reasons for switching to Custify We used SherlockScore (acquired by FreshDesk) and the service was good. We had a difficult time getting metrics per product. They may have added new features so definitely check them out as part of your due diligence. Read More JC Joel C. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 2 years Review source Reviewed July 2024 Overall great experience and great product 5 Overall, this has been excellent. I really get a lot out of using the platform overall. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I particularly love using the health scores to anaylse my client's health and see which ones may be at risk. This is such a strong indicator for us. They are also very customisable depending on your product which is great. The support at Custify is excellent. Issues are addressed quickly and they really seem to take client feedback on board. Cons: I find that the email modal is probably the bit I like the least. This has improved a lot but there are still a couple of issues with the UI, and with emails becoming stuck in pending. Reasons for switching to Custify Hubspot wasn't as focused as it needed to be for a CSM which is why we switched. Read More NR 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 4 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 4 Ease of use 4 Value for money 4 Customer support 5 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). Read More Es Edona s. Verified reviewer Computer Software 11-50 employees Used daily for less than 2 years Review source Reviewed May 2023 Head of Client Services 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: \-Playbooks ( I absolutely love the flexibility to automate outreach, create reminders and create notes and tasks for the team via playbooks. It is a critical feature if you work with small and midsize companies. Managing the clients has never been easier for us. Custify played a big plan in our overview Success strategy - Healthscoors- It's been a game changer for us to be able and monitor our client's journey and more so, to be able to create our healthcare matrixes - The support team is fantastic- They were always happy to jump on meetings and help us with the setup Cons: \- The only thing I would point out is improving the native integrations. We use several other tools, and we are limited on being able to send data from Custify to our CRM, so we can centralize the data for all teams Reasons for choosing Custify \- Custify fits the best to our business model.- The team was friendly and professional, and we loved working with people with the same values.-Innovative and flexible to customize Custify so it could meet our needs Read More RO 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 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More VR 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More VR 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 122 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/)[SmartKarrot vs Custify](https://www.softwareadvice.com/customer-success/custify-profile/vs/smartkarrot/)[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** (4081) Recently recommended **10** times [TenForce](https://www.softwareadvice.com/cms/tenforce-profile/) **4.1** (7) Recently recommended **1** times [ChorusCX](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/) **5.0** (1) Recently recommended **1** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3055) Recently recommended **0** times Stuck Between Options? 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