Overview
Product Information on Custify
What is Custify?
Custify Pricing
Overall experience with Custify
“Custify is literally Bible! ”
“Effective Customer Management but Project Tracking and Reporting Functionality Falls Short”
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Custify
Deciding Factors: Custify Vs. Market Average
Performance of Custify Across Market Features
Custify Likes & Dislikes
Nothing. Are you crazy? This platform is literally my bile. The first thing I open, and the last thing I close on a daily basis. Ok, the UI maybe looks a bit outdated, I'm not going to lie. Is it shiny? No but does it get shit done? YES! So definitely look behind the UI because it's all about the UX with Custify which I truly love. Also the dashboarding can sometimes be a bit of a pain in the but to figure out but once you figure it out - you're all set.
Playbooks, calculated metrics are very good. CSM service is very good.
I use Custify as a CSM to keep track of all our accounts. I like the amount of data I can sync to it, which gives me the ability to segment my customers and get notifications or playbooks to run accordingly. It helps me avoid going to other tools to search for information. It brings all my customer information into one place. I also like it to manage my tasks and stay on top of accounts at risk.
Nothing really. The UI sometimes seems a bit outdated but you need to look through it. It is functional - we're here to generate revenue for our company where I use Custify. As long as it does what it needs to do. Don't get me wrong it's not ugly, but a little glitter can fix everything.
Project management capabilities, tracking and measuring CSM activity and performance, task management, send email interface in playbooks.
I think the UI could be improved as well as the list view of accounts - while they can be customized, I would like to ability to create dynamic vs static list, and add properties to them.
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Peer Discussions
Custify Reviews and Ratings
- Head of Customer Success<50M USDSoftwareReview Source
Custify is literally Bible!
Their Customer Success Managers are insane. I am sometimes jealous of how they handle CS as we do. They are problem solvers. The platform itself is insane. This helped us scale our digital motion, which resulted in more revenue for closing. Even more than Sales & our retention rate is literally insane since we used it. The Playbook builder & calculated metrics are my favorite features. They allow me to go granular, something other tools often don't offer. They are super receptive to feedback and I see multiple times our feedback being incorporated multiple times. You're not just a number; you're a partner in their story, which I insanely appreciate. Also the lifecycles really gives you a great overview to where your customer is within their journey. It gives you some piece of mind to really get all of those numbers or questions answered within second. - Sales Manager<50M USDSoftwareReview Source
Centralized Customer Data and Task Management Features Enhance Account Visibility
I use Custify to centralize account information (meeting notes, emails, support tickets), manage tasks, get visibility on the health of our accounts. - Manager, Customer Service and Support<50M USDIT ServicesReview Source
Centralized Customer Data and Automation Enhance Decision-Making for CSM Teams
Custify has been a huge help in improving how we work and understand our customer base. It gives us a clear, structures overview of all relevant customer information by bringing data together from different tools like Hubspot anf Chargebee. This centralization saves a lot of time and enables my CSM team to make better, more informed decisions. The platform is intuitive, reliable, and has become an essential part of our daily workflow. - VP, Customer Service and Support50M-1B USDHealthcare and BiotechReview Source
Custify Enables Proactive Monitoring of Client Health and Churn Risk Factors
Custify has allowed us to obtain client health ratings across our client base. This is incredibly valuable to identify client dissatisfaction and ultimately proactively address churn risk. - Customer Service & Support Associate<50M USDSoftwareReview Source
Strong customer insight and health tracking in one place
Our overall experience of Custify has been very positive. It gives us a clear view of our customers, tracks key metrics and supports success planning. The team is responsive and open to feedback.