Custify Reviews & Product Details - Page 2

Custify makes it easy to stay on top of the customer journey with lifecycle stages, task automation, and segmentation. It’s intuitive enough and flexible enough to build tailored playbooks for engagement, renewals, and risk mitigation etc. The ability to assign follow-ups across different customer types has helped streamline my workflows and stay proactive. Review collected by and hosted on G2.com.

Some limitations around customization can make it hard to fully scale. I'd also love to see stronger integrations and more robust options for collaboration across teams. It's a great foundation, but more flexibility would go a long way as our customer success org matures. Review collected by and hosted on G2.com.

The application is intuitive and can be easily used by other departments and individuals who do not primarily work in Customer Success. As example, as CMO I use Custify to generate target audiences for Newsletters. Review collected by and hosted on G2.com.

I would love replacing our Newsletter tools with Custify but the HTML editing could be improved. Review collected by and hosted on G2.com.

We started using Custify to better track our customers and their overall experience with Knack. The platform has proven to be very user-friendly and intuitive, making it easy for our team to stay aligned on customer health and engagement. While there's always room for growth, Custify has been a valuable addition to our toolkit, and I would definitely recommend it to others looking for a customer success solution. I'd give it a solid 7 out of 10. Review collected by and hosted on G2.com.

I really don't have many cons. Would like a mobile app! Review collected by and hosted on G2.com.

What I like most about Custify is how easy it was to implement and how it brings clarity and intentionality to our partner success efforts. It allows us to visualize the entire partner journey, segment our outreach based on where each partner is in that journey, and stay on top of key touchpoints without feeling overwhelmed. The customization options—especially around health scores, lifecycle stages, and filters—make it easy to tailor the platform to reflect our specific goals and workflows. It’s not a one-size-fits-all tool, and that’s what makes it so effective for our team.We use the platform throughout each day, and it gives us the structure we need while still allowing for the flexibility that real relationship management requires. Finally, I'm completely grateful for how responsive our CSM, Giorgiana, is to our needs. Review collected by and hosted on G2.com.

One thing I’d love to see improved is the ability to integrate more directly with my daily workflow, especially when it comes to email. While emails sent through Gmail are logged in Custify, it would be even more helpful if I could access Custify directly from my inbox through an extension. That way, I could easily track email opens and reads in real time and have a more seamless view of engagement without needing to switch back and forth. It’s a small enhancement, but one that would make a big difference in helping us stay responsive and informed in our communication. Review collected by and hosted on G2.com.

Custify has been a strong addition to our client success toolkit. The platform stands out for its ease of use—getting started was straightforward, and the interface is intuitive even for new team members. One of the biggest advantages has been its reporting capabilities. The ability to build customized reports and surface key health indicators has helped us stay ahead of client needs and drive more strategic conversations. Review collected by and hosted on G2.com.

A Gmail integration would be a huge win, allowing for more seamless communication tracking. This would be through the Gmail site so I don't have to jump back and forth. Additionally, push notifications (whether in-app or via mobile) would help ensure that time-sensitive tasks and alerts aren’t missed. Review collected by and hosted on G2.com.

I really enjoy the light and fresh UI, compared to enterprise solutions from other vendors, everything is clean and well organized withoud endless searching for specific functions. Review collected by and hosted on G2.com.

A mobile app would be great where everything is available (from an information perspective) so that on-site appointments at the customer, you can quickly access all required information. Review collected by and hosted on G2.com.

I really like the automations that Custify provides such as segmentaton, health scores and playbooks. Based on the Customer Journey, notifications or E-Mails can be automatically triggered. Health Scores based on product usage or feature usage can be calculated and with just a few clicks you can see if your customer is healthy or not. Review collected by and hosted on G2.com.

Implementaton of integrations such as the API requires technical knowledge and changes in your own products as example to send the events to Custify. This slows down the CSM team sometimes. Review collected by and hosted on G2.com.

We have a lot of tasks that are automatically created from the playbooks when something needs the attention from the Customer Success Team. We can really easy manage those tasks within Custify and help our users daily. We leaverage a lot of the features from Custify and make use of the API and integrations. Review collected by and hosted on G2.com.

Some of the integrations require a little more technical knowledge or the use of the API as example for our data warehouse. Review collected by and hosted on G2.com.

The comprehensive visibility provided by Health Scores regarding customer health, which allows for consideration of many service dimensions.

The Custify support team is proactive and receptive to feedback. I recommend Custify for B2B SaaS looking to professionalize their CS team. Review collected by and hosted on G2.com.

It took us some time to integrate our systems with Custify since we incorporated a lot of information, which in some cases we had to generate for the project.

The Custify support team accompanied us every step of the way. Review collected by and hosted on G2.com.

Efficiency and productivity. Very detailed. Ease of use. Support is always on point. Review collected by and hosted on G2.com.

I don't like that they don't have reports that we can use on a monthly for each of our clients and playbooks that we are running. Review collected by and hosted on G2.com.