Custify Reviews & Product Details

I appreciate the wide variety of articles, best practices, and e-books available, which have helped me get started with the platform and use it to define and achieve our own success. Additionally, I value the onboarding process with our dedicated CSM at Custify, as communication and follow-up have been smooth and enjoyable. Custify has become an essential part of my daily toolkit and is very easy to use. Review collected by and hosted on G2.com.

In my experience, there are a few usability issues that could be addressed to enhance the overall use of the platform. For example, when I try to add bullet points, it sometimes causes entire paragraphs to shift unexpectedly. I also find it inconvenient that notes taken during meetings do not appear under the general notes section, and I wish there were options to personalize these preferences. Additionally, I am disappointed that notes, meetings, or health pulses cannot be linked to a specific contact person. Being able to do so would make it much easier to track and understand the activities related to each individual. Review collected by and hosted on G2.com.

Custify is very user-friendly, and if I ever have any questions on how to navigate the platform, they are always available to help. Custify has allowed us to really look at our customer data in a user-friendly way, automate tasks to check in with clients, and help to ensure that we don't drop any balls. I use it every day to check in on our clients! It was very easy to integrate with our software to track certain metrics. Review collected by and hosted on G2.com.

I don't love the setup for the customer portal and find it too much effort to set up. This is something that is not super important to us, though. Review collected by and hosted on G2.com.

We have everything under the same roof. Previously we were using excel sheets and other manual tools to store client profiles, calculate their health scores, get their CSATs and NPS, track their activity and all.

Custify helped us bring structure and clarity to our Customer success processes.We can now set automated alerts, create customer lifecycles, manage dashboards, view client activity and platform usage and basically see a 360 view of each client. Review collected by and hosted on G2.com.

Sometimes the loading time is too much. The email templates section could have more structure so we can segregate templates depending on the topic. They have tags but thats not enough. It has become a long list of email templates now and hard to go through it.

More customizability to Customer View would be nice. We can create views but some customizability would be nice. Review collected by and hosted on G2.com.

Custify simplifies the management of the customer journey by leveraging dynamic lifecycle stages, intelligent task automation, and precise segmentation. Its user-friendly yet highly adaptable interface empowers teams to craft customized strategies for customer engagement, contract renewals, and risk reduction. The platform’s capacity to delegate follow-ups based on customer profiles has significantly optimized my processes and enabled a more proactive approach to client success. Review collected by and hosted on G2.com.

Certain constraints around customization can present challenges when attempting to scale comprehensively. Enhanced integrations and more advanced collaboration features across teams would add substantial value. While the platform provides a strong foundational framework, greater adaptability would significantly support the evolving needs of a growing customer success organization.

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I'd like to Customer 360 overview in order to monitor the Customer Experience of our customers. All events are tracked within Custify and based on Segmentation and Health Scores a 360 degree of the customer can be build. Review collected by and hosted on G2.com.

The integraton to get all the events within Custify was a bit too complicated, in the end we've decided to go with their API which works very well. Review collected by and hosted on G2.com.

In order to meet our Customer Success goals, we decided to go with Custify. We manage a huge amount of large accounts and Custify provides a centralized, reliable view of customer health scores across regions and our teams. The integration with other tools ensures that Customer Success works hand-in-hand with Sales and Product. Review collected by and hosted on G2.com.

The platform is customizable, which for us meant a longer implementation phase. During the onboarding we leveraged the Custify Team to have health scores and user segmentation based on our needs. Review collected by and hosted on G2.com.

As a company with a large and diverse product suite we are working through our implementation. We have had a fantastic experience with an extremely helpful and responsive CSM supported by a great broader team. We intergrate with our CSM, a data warehouse and use the API to manage and control datas. Recent updates are allowing more customisation and powerful graphical plotting features at finer resolutions. Review collected by and hosted on G2.com.

Data warehouse data is synced line by line, rather than by account or contact which can create some orphaned data, for us, in the way we are using Custom Data tables but so far we have been able to manage this using the API. Review collected by and hosted on G2.com.

Custify makes customer success management incredibly easy and automated. I love how it integrates seamlessly with our and gives us a 360° view of each customer’s health score, usage patterns, and renewal likelihood. The customizable dashboards and automated playbooks save our CSMs hours every week. It’s the most intuitive customer success software I’ve used — everything from onboarding tracking to churn prediction just works. Review collected by and hosted on G2.com.

During the initial weeks, there is definitely a learning curve, particularly when configuring custom KPIs and segments. Despite this, Custify’s support and documentation are outstanding, and their customer success onboarding team guided us through the process, ensuring everything was set up smoothly. Review collected by and hosted on G2.com.

I love having the possibility to help the team preventing churn with data and analytics gathered within Custify. Since we are tracking events we have the possibility to segment users, build health scores, collect NPS scores and interact with customers on a new level. Review collected by and hosted on G2.com.

The implementation phase took quite some while due to connecting all integrations and data storages but once this is solved it just works. Review collected by and hosted on G2.com.

We've been using Custify with our team for several months now, and it's become an essential part of our customer success workflow. One of the biggest advantages for us has been how easily our team can collaborate and stay aligned using the platform. The interface is intuitive, the automation saves time, and the insights it delivers are incredibly valuable.

Custify has empowered us to work in a much more data-driven way. We're now able to make informed decisions and set clear priorities based on real customer behavior and usage trends. This has significantly improved our ability to proactively support our customers and drive retention.

The support is great and our CSM Theodora is always there to help and assist with her knowledge. Thanks Theo.

Overall, Custify has not only improved our internal efficiency but also enhanced the value we provide to our clients. Highly recommended for any customer success team that wants to elevate their operations with actionable insights. Review collected by and hosted on G2.com.

Not much to be honest, I could have some more integrations f.e with zoom. And if I could add features, it would be nice to have the option to create and handle deals (similar to Hubspot) and having a comparable mailing feature would be nice. That are the only things we would need to totally drop the other tool. Review collected by and hosted on G2.com.