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Josh P.
Advisor, 7 years

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Updated December 14, 2025
Custify vs Planhat: Which is best for you?
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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
Pricing available upon request
Pricing available upon request
Free Trial
Free Version
Screenshots
and Demo
and Demo
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Top Rated
Features
Features
Survey/Poll Management
5.0
Customizable Templates
5.0
CRM
4.89
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Customer Management
4.67
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Integrations
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Pros / Cons
- 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.
- Often what would be a simple task in another platform takes multiple clicks, or transferring between windows to complete which slows me down.
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- To do that we had to integrate our CRM, our back office, Chargebee, Aircall, NPS by Promotor, ... and it was all feasible and within a proper timing.
- I don't find the integrations panel intuitive to use, particulary the sync with Salesforce is quite complicated to manage and solve basic use cases
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Ease-of-Use
Highest performing feature
in the comparison
4.8/ 5in the comparison
4.5/ 5
Value for Money
Highest performing feature
in the comparison
4.9/ 5in the comparison
4.5/ 5
Customer Support
Highest performing feature
in the comparison
5/ 5in the comparison
4.7/ 5
Functionality
Highest performing feature
in the comparison
4.8/ 5in the comparison
4.6/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
FrontRunners 2025
N/A
Advisor
Recommendations
Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad