Custify
Last Updated
Overview
Custify is a premier customer success software designed specifically for B2B SaaS companies to reduce churn and increase customer lifetime value. While the initial data mapping during integration can be complex, the platform’s ability to provide a 360-degree view of the customer lifecycle is unparalleled.
Custify Specifications
- Analytics And Reporting
- Customer Feedback Surveys
- Self-Service Portal
- Customer Profiles
Custify Features
Customer 360 View
The software allows teams to get a holistic view of every customer interaction. Custify consolidates product usage data, support tickets, and communication history into a single dashboard, providing CSMs with the full context of a customer’s health and lifecycle stage.
Automated Playbooks
Teams can scale their outreach without adding headcount. This feature allows you to trigger automated email sequences or internal tasks based on specific customer behaviors, such as a drop in product usage or the completion of an onboarding milestone.
Real-Time Health Scoring
The software helps identify at-risk accounts before it's too late. Custify allows you to build complex health scores using various data points (e.g., login frequency, feature adoption, NPS), giving you an instant visual indicator of account status.
Pros And Cons of Custify
Pros
Concierge onboarding ensures a very high success rate for new deployments
Highly flexible health scoring that adapts to unique SaaS business models
Automated playbooks significantly reduce time spent on manual outreach
Cons
Software automation features can be improved as per customer needs
Some integrations such as HubSpot can be improved further as suggested by some users
Custify Reviews
Total 20 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars20%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Hospital & Health Care, N/A employees
Less than a year
“Health scores save time”
Pros
The health scores and playbooks have been a big help in cutting down the time we spend. Our CSMs can create tasks and alerts from those health scores so they're not stuck digging through reports anymore.
Cons
At times, we run into delays with email sends. Other than that, nothing notable so far though we'll keep reassessing it as new use cases come up.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
10
Information Services, N/A employees
Less than a year
“Useful metrics and alerts”
Pros
Interface is simple to work with. It makes tracking customer metrics easy and also sends alerts that can be configured as needed.
Cons
Getting the database connections set up is fairly complicated. That said, once everything is connected, the information displays correctly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Computer Software, N/A employees
Less than 6 months
“All information in one place”
Pros
Using it feels very easy and having such a large amount of information gathered in one place is a big advantage. Managing customer account information is also very convenient and it makes it simple to spot patterns and anticipate events.
Cons
The filters could perform better. It would also help to have more and simpler integrations with other systems such as MySQL, along with more survey options.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Frequently Asked Questions
Who are the typical users of Custify?
Custify features are used by Customer Success Managers (CSMs), Heads of Customer Success, Account Managers, and Operations Leaders in SaaS companies.
What language does Custify support?
Custify software primarily supports English.
Does Custify offer an API?
Yes, Custify offers an API.
What other apps does Custify integrate with?
Custify supports integration with a wide range of platforms, including Chargebee, Pendo, BigQuery, Amplitude and more.
What level of support does Custify offer?
Custify offers support via helpful documentation, blogs, and contact form.
Does Custify have a mobile app?
No, Custify does not offer a dedicated mobile app.
What types of pricing plans does Custify offer?
Custify price is based on tiered subscription plans tailored to the size and complexity of your customer success operations. Get a detailed Custify cost breakdown tailored to your specific requirements.