--- title: "Custify Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Custify. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Custify is a good fit for you!" source_url: "https://www.softwareadvice.com/customer-success/custify-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / [Custify](https://www.softwareadvice.com/customer-success/custify-profile/) / Custify Reviews 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](https://www.softwareadvice.com/customer-success/custify-profile/) Reviews [Alternatives](https://www.softwareadvice.com/customer-success/custify-profile/alternatives/) # Custify User Reviews ## Reviews summary - Overall rating: 4.9/5 - Total reviews: 135 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 5.0/5 - Value for money: 4.9/5 - Functionality: 4.8/5 ### 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%) ### Most mentioned pros - My team and I use Custify for our growing team to manage customers, engage with them more intentionally, and to keep track of tasks and playbooks. - Lots of great features such as health scores and playbooks to save time - Lots of product updates too, so the platform is constantly evolving with us and our needs. ### Most mentioned cons - Often what would be a simple task in another platform takes multiple clicks, or transferring between windows to complete which slows me down. - Sometimes we have issues with emails not sending / delayed sends - The UX is a bit clunky, not always intuitive. ## Custify customer reviews Showing reviews 1-25 of 135 (page 1). ### 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. --- ### Product that actually makes your work life easier - Overall rating: 5/5 - Reviewer: Prakash D. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered Loving using it. No complains with it so far. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Custify is literally my bible - Overall rating: 5/5 - Reviewer: Stijn S. - Verified reviewer: Yes - Industry: Writing and Editing - 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### A great software to manage customer relationship and help automate key workflows - Overall rating: 5/5 - Reviewer: Dwi O. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered Custify has been such an excellent tool for a number of departments within our business. It's provided us with key insights into our customers and allowed us to automate a number of tasks based on essential milestones for customers. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Custify has been an excellent tool for helping manage customers in various stages of their lifecycles. It's also been beneficial in allowing us to setup key workflows to automate check-ins and key touch-points. The customer service is excellent. We've been dealing with [sensitive content hidden], and she's very responsive and detailed in her replies. It's great to know we have someone on the other side who understands our business and provides helpful solutions. #### Cons There's been a couple of bugs, however, they were addressed and fixed relatively soon after. --- ### The sidekick we use to keep churn low and reports easy - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 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 I don’t think there is a better tool for CS teams out there. Although it wasn’t meant for Support, it fits like a glove and worked wonders for me. I can get my reports done a lot faster than in the past when all of the information was segmented and I had to wait for every piece. Now I get everything in one place. I know which customer to contact, what their problem is, I have their conversation history and I know when they need an upselling and what features they use more. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I don’t have to work with segmented data from different departments any more. Every piece of information I need on a client ( payment history, chat history, usage of product) is in one place. I can see the clients with poor health scores and do something about it within minutes. I use the company 360 view to the fullest because it saves me a lot of time and has helped me increase the quality of my work. #### Cons It took me a while to get used to the software but the Custify team helped me every step of the way. In the beginning there were also quite a few annoying bugs and software froze but in the last few months everything has been really smooth. #### Reasons for choosing Custify Better overall value --- ### UX and thorough CS features are what convinced us to use Custify - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered Since we started using Custify, we have managed to get more clients to stay with us and they are more satisfied with what they get. We can set health scores based on pricing plans, set alerts and solve any issue faster. It’s been wonderful to have a lot of day-to-day tasks taken off our plate due to Custify’s automation features and clear reports. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros By far the best feature of this tool is the customer 360 view. You get every piece of information on a client, in front of your eyes. No more going through different software, making them hold the line or taking forever to find a problem. Everything’s there and what we’ve noticed is how much less time the CSMs and support staff spend with each client now. #### Cons I can’t think of anything that I dislike. I just wish we had this software sooner. --- ### I don't think there is a better software for customer succes. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Automotive - Company size: 10000+ employees - Product usage: Used daily for less than 12 months - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered Our whole team works much better together since we started using Custify- the churn has dropped to its lowest point ever and the upsell rate is climbing. Numbers don’t lie: this is the best customer success software on the market. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I can view all of them or segment health scores at once. I can set alerts based on specific scores for certain segments and I know exactly if there is an issue. The 360 customer view allows me to have an overview of how a client is using our app and I can even track NPS for each individual feature. If you configure it right, you can see what a client wants, what he’s doing and where his usage is going in one glance. #### Cons There’s a new design and this has some small visual bugs occasionally. Nothing major. --- ### Not a marketing tool but we do get a lot of insights out of it - Overall rating: 5/5 - Reviewer: Theodora S. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2022 - Review source details: This review was submitted organically. No incentive was offered In the last 6 months, we have experienced a lot of growth, and because of Custify we could manage a larger number of customers with a small team without jeopardizing the customer experience. It helped us streamline our internal processes between CS and Marketing/Sales efforts. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros - Customer data in one place - Manage and automate tasks properly. - Measuring general and in-depth account manager performance. - Manage a large number clients with a small team #### Cons I wish there were more helpful product documentation materials so that whenever we have a question to first go and check the docs rather than talk to our CSM. Nevertheless, our CSM, Irina, is there for us everytime we need her and her response time is super fast. It is nice to know that whenever you have a problem, somebody will treat it with a high priority and try to solve it fast. --- ### Helpful staff and excellent onboarding - Overall rating: 5/5 - Reviewer: Daniel D. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered So far it’s been great. We love the software and their support staff. Our team no longer wastes time checking multiple tools and we quickly see if any customer is at risk of churn. We recommend Custify to anyone looking for a CS solution that can do more. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We have multiple pricing plans and each customer’s value differs by number of users and features needed. So a software to track and assign custom health scores across each customer was essential. Custify helps us solve this. Plus we get all customer info in one place from across all tools. This saves everyone time especially in calls with that client. Implementation was also easy with their help. #### Cons No one report or dashboard to see all stats in one place #### Reasons for choosing Custify Better customer experience --- ### Proactive work reduces churn - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Telecommunications - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2020 - Review source details: This review was submitted organically. No incentive was offered I get far better responses now when I talk with my customers. It really helps if you see that your customer is struggel;ing and you contact them. They get this feeling of us knowing their needs. In cases where they had to call us it was just starting off on the wrong foot. Now we have satisfied customers and they say they can depend on us and our service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Custify helps us make sure that our clients are actually successful. We can identify when they get stuck on something and help them to solve their issues proactively. We have many times the situation where the customer does not reach out for help until the issue is really big. Many times not even then. They just decide to stop being our customer. Custify and the proactiveness it enables saved us quite a bit of churn. #### Cons I don't know if it's weird, but I actually don't have any complaints. This product makes me happier at my job. I was worried in the beginning that I would be overwhelmed by the functionalities but the user friendly UI and the onboarding services just works. --- ### Affordable and easy-to-use CS tool - Overall rating: 5/5 - Reviewer: Ezgi A. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 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 liked the team that I was working with. The CSM was quite attentive. Besides that, it’s a good tool to track general usage and customer insights. It saved me a lot of time in finding customer information. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I liked the company 360 view a lot and use it often. It saved me a lot of time finding the right information and data while communicating with customers. #### Cons In my opinion, Segment integration could be a bit better. --- ### Very good CS tool for everyday client management - Overall rating: 4/5 - Reviewer: Jace K. - Verified reviewer: Yes - Industry: Computer Software - 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 #### Ratings breakdown - Ease of use: 3/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I really like the fact that it gives me everything I need to see about my clients, their health score, and also my performance on my Dashboard. The dashboard itself is really visual, which I appreciate. I think the support you get is very good though, every issue we raise is dealt with, or responded to in very good time. #### Cons The emails can be hit and miss. I sometimes just use my Gmail because there have been inconsistent delays. --- ### Quality CS tool every saas should implement - Overall rating: 5/5 - Reviewer: Radu D. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered So far it’s been a real help. Our CS team has their health scores set up with alerts so they basically get an early warning system of when they need to step in. Onboarding has improved significatively as well as calls / CSM / day. Since they don’t waste time in multiple reports through various tools, they can call about 20% more. Bottom line, it’s been a real benefit for us #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User segmentation and automated outreach. These were the features that sold us on Custify. KPI tracking per user plan and automated outreach based on this criteria is what we needed and Custify delivered. Their support team helped us get started and explained everything. #### Cons No major issues. I don’t think the UI is the best and the setup process can take long. In our case we had multiple integrations so that slowed things --- ### More than customer success, it’s a true customer insights tool for us - Overall rating: 5/5 - Reviewer: Alexandra C. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software lets me know, based on the KPIs and health scores I set, when a client needs to upgrade or when he needs another package that we upsell. The customer 360 view allows me to have a complete look at a client and know exactly how to help them. #### Cons Takes a little bit to learn how to use complex features like lifecycle or health scores but once you do, it’s a smooth process. #### Reasons for choosing Custify Overall experience with Custify: It’s one of those products that you just end up hoping nobody else has, because it’s that good and it gives you an advantage over the competition. The automated process does all those boring repetitive tasks for you and it’s great. --- ### Increased revenue and reduced churn - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. This will probably be useful to any SaaS company and customer success organization, but if you manage a team, the task manager will make CS collaboration so much more efficient. I would also highly recommend their onboarding support (“concierge onboarding”), which was free of charge to us and a great help, as they pre-configured the platform for us - super time saver. I can highly recommend it to any SaaS team looking to get their churn-numbers right. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros - The task manager here is very much like Trello. You can differentiate labels by color, assign them to your CS managers, and it's very focused on the action everyone needs to take to get to the next step. Very efficient. We have been looking at several platforms and Custify stood out by far with their UI and UX, really state of the art. You can reach everything within a click and the product is really super fast. We are able to track all our KPIs (health scores) and they are all visible in the 360-view. We also can alert ourselves if any of those drop under a defined value. This way we are always proactive with our key customers, instead of waiting for them to cancel. #### Cons I've been thinking about what to write here for a while, but I just really love this product. --- ### We use Custify to tackle churn and track user activity - Overall rating: 5/5 - Reviewer: Shweta R. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Our company has reduced churn and our dept has been more productive than ever before. We are now able to anticipate a client’s needs and the automated process reacts the moment the health score drops. This helps us engage the client and make a new offer. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros For a product that was not necessarily meant for our dept, it works great for us. We can see our clients’ payment history, the way that they use our product, how many people use our product and so on. The customer 360 view really offers a 360 view. It gave us even a view on our clients’ behaviour and that is an amazing step up in front of the competition. #### Cons At first it’s a bit difficult to use, but once you get the hang of it, you become a duck in the water. ## More reviews [Next reviews](https://www.softwareadvice.com/customer-success/custify-profile/reviews/?page=2) --- Custify Reviews, Pros and Cons - 2026 Software Advice