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Custify Logo
Custify

Custify

7.2 /10
Category
Custify
7.2 /10

What is Custify?

Custify is a Customer Success Platform engineered for B2B SaaS companies. The platform centralizes data from multiple systems into an intuitive dashboard, highlighting key KPIs and customer health scores. From flagging at-risk accounts to automating workflows, Custify enables you to proactively manage customer relationships, reduce churn, and maximize lifetime value. Designed for scalability, it's a dynamic solution that evolves with your business needs, freeing your Customer Success Managers to focus on high-impact, strategic activities.

Company Details


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Custify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Custify.

75 Likeliness to Recommend

95 Plan to Renew

70 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

+87 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Custify?

6% Negative
11% Neutral
83% Positive

Pros

  • Appreciates Incumbent Status
  • Helps Innovate
  • Continually Improving Product
  • Reliable

Feature Ratings

Average 77

Onboarding Workflow Management

81

Onboarding Portal

80

Customer Scorecards

80

Onboarding Collateral Management

77

CRM Integration

75

Account Health Tracking

75

Reporting and Analytics

72

Surveys and Polling

72

Centralized Note Taking

62

Vendor Capability Ratings

Average 70

Vendor Support

75

Product Strategy and Rate of Improvement

75

Business Value Created

74

Availability and Quality of Training

73

Ease of Implementation

71

Ease of Data Integration

70

Quality of Features

69

Usability and Intuitiveness

68

Breadth of Features

67

Ease of IT Administration

67

Ease of Customization

60

Custify Reviews

Kaylan C.

  • Role: Operations
  • Industry: Other
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Oct 2023

Easy to use platform that helps to manage clients

Likeliness to Recommend

8 /10

What differentiates Custify from other similar products?

E-mail automation, possibility of creating health scores, graphics and data tracking.

What is your favorite aspect of this product?

Data analytics and the possibility of scaling client communication.

What do you dislike most about this product?

Sometimes it can be a little glitchy, but is not a big deal.

What recommendations would you give to someone considering this product?

If you are looking for a software for your Customer Success Team, this is the one to. It helps us a lot.

Pros

  • Saves Time
  • Respectful
  • Acts with Integrity
  • Helps Innovate

Thomas L.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Oct 2023

Love working with the product and the team!!

Likeliness to Recommend

9 /10

What differentiates Custify from other similar products?

Support is outstanding which builds a lot of trust.

What is your favorite aspect of this product?

Open to improvements at all times.

What do you dislike most about this product?

Sometimes limited features.

What recommendations would you give to someone considering this product?

Hesitate no longer

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Gary H.

  • Role: Operations
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Oct 2023

Powerful Tool for Customer Success, Worth it!

Likeliness to Recommend

10 /10

What differentiates Custify from other similar products?

Custify stands out for its seamless integration capabilities and intuitive dashboard. It pulls data from various systems, giving a 360-degree view of customer health, all in one place. Unlike other platforms, it's highly customizable, allowing you to tailor it to your specific business needs.

What is your favorite aspect of this product?

My favorite feature has to be the automated workflows. They not only flag at-risk accounts but also suggest proactive measures to enhance customer relationships. It's like having an extra set of eyes that never sleep, constantly scanning for opportunities to reduce churn and increase lifetime value.

What do you dislike most about this product?

If I had to pick, I'd say the initial setup can be a bit overwhelming due to its range of features. However, their customer support is top-notch and helps you through the process.

What recommendations would you give to someone considering this product?

For anyone looking to seriously invest in customer success, Custify is a no-brainer. Just make sure to utilize their onboarding support to get the most out of the platform from day one. It's a robust tool, so take the time to understand its full capabilities to maximize your ROI.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

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