About Custify

Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

The application enables managers to gain insight into customer product adoption behavior by tracking product usage in real-time. Custify helps businesses monitor utilization of licenses by prospective buyers, helping to identify renewal and upsell opportunities for additional services. Marketing teams can use Custify for customer outreach with tools for evaluating health scores, and the ability to analyze client satisfaction through a rating system.

Custify offers API-based and third-party integrations which allow users to connect the existing business system with CRM data, support tickets, and payment and invoicing platforms. The solution also provides automation tools, which allow users to generate tasks and workflows specific to the customer group. Plus, team members can set up event-based alerts for issues and receive notifications via emails or chat platforms.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Images

Custify usage tracking
Custify playbook
Custify activity management
View 4 more
Custify screenshot: Custify usage tracking Custify screenshot: Custify playbook Custify screenshot: Custify activity management

Features

Total features of Custify: 44

  • 360 Degree Feedback
  • API
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Behavior Tracking
  • CRM
  • Communication Management
  • Configurable Workflow
  • Customer Database
  • Customer Engagement
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Management
  • Engagement Analytics
  • Event Triggered Actions
  • Feedback Management
  • Goal Setting / Tracking
  • Health Score
  • Historical Reporting
  • Lifecycle Management
  • Live Chat
  • Multiple User Accounts
  • Onboarding
  • Ratings / Reviews
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retention Management
  • Revenue Management
  • Survey/Poll Management
  • Task Management
  • Third Party Integrations
  • Usage Tracking/Analytics

Alternatives

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Akita

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#3 Alternative to Custify
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Agile CRM

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Reviews

Overall rating

5 /5
(54)
Value for Money
5/5
Features
5/5
Ease of Use
4,9/5
Customer Support
5/5

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Showing 5 reviews of 54
Oliver A.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Loving it so far

Reviewed on 2019/09/05

We’ve increased our customer satisfaction, resulting in higher revenues for us, the tool pays...

We’ve increased our customer satisfaction, resulting in higher revenues for us, the tool pays itself in the first day of the month - highly recommend.

Pros

Various health scores in a 360 view of our customers, very flexible automation engine, actionable tasks and super easy to use UI. Also worth mentioning the great onboarding and follow-up support.

Cons

Nothing so far. We'll review this with with every new use case.

Andre C.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SaaS owners best Friend - Churn Killer

Reviewed on 2020/08/06

Support is on spot. Onboarding is very helpful. API have everything we need. Team at Custify is...

Support is on spot. Onboarding is very helpful. API have everything we need. Team at Custify is very fast on updating software and accepting a feedback.

Pros

Best part of this is tracking health score for each account. By measuring Member at Risk (MAR), we are able to proactively act and save clients before they even attempt to cancel.

Cons

I am trying to think about cons for this product. I relly can not think of anything that is bad. Really.

James D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Software that changed the game for us thanks to its automation features

Reviewed on 2021/03/01

We don’t have a big team so any task that can be automated is time saved and invested in attention...

We don’t have a big team so any task that can be automated is time saved and invested in attention to the client. Custify offered us what no other software did: a team that helps us with a smile on their face, a customer 360 view that allows us to find every information in no time and a great product overall.

Pros

Being able to use an automated process to know when a user is at the end of his trial or when to upsell or upgrade is a big plus. Finding urgent alerts and tasks early in the morning automatically assigned and not having to look for the information manually in different apps is another big plus.

Cons

It may seem expensive at first but in the end, it will save you a lot of money, especially if you implement it correctly.

Bogdan petre M.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

We underestimated how much value it would bring to our marketing and CS efforts

Reviewed on 2021/01/25

You don’t know how useful it is until you actually have it. It saves time and you can get more...

You don’t know how useful it is until you actually have it. It saves time and you can get more tasks done in a day. Our trial to paid ration has improved, due to the fact that we can react faster than ever before during the onboarding process.

Pros

Having all the information about a client in one place, in a customer 360 view, is a time-saver. Custify gives us the possibility to make segments, monitor what lifecycle step every client is in, and get alerts when a user is stuck in the onboarding process. I can either set the system to target them with customized messages or I can do it myself. Being able to step in quickly is one of those things that makes work easy. Not long after our business became a Custify customer, I could see the improvements in my reports and I would never go back to the way we used to do things.

Cons

The ability to customize emails is somewhat limited and for some reports, we had to ask for their help, but the overall experience tops any con.

Daniel D.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Helpful staff and excellent onboarding

Reviewed on 2020/10/05

So far it’s been great. We love the software and their support staff. Our team no longer wastes...

So far it’s been great. We love the software and their support staff. Our team no longer wastes time checking multiple tools and we quickly see if any customer is at risk of churn. We recommend Custify to anyone looking for a CS solution that can do more.

Pros

We have multiple pricing plans and each customer’s value differs by number of users and features needed. So a software to track and assign custom health scores across each customer was essential. Custify helps us solve this.
Plus we get all customer info in one place from across all tools. This saves everyone time especially in calls with that client. Implementation was also easy with their help.

Cons

No one report or dashboard to see all stats in one place

Showing 5 reviews of 54 Read all reviews

Custify FAQs

Below are some frequently asked questions for Custify.

Custify offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Starter Plan: $199 /month for up to 2 seats/users Standard Plan: $499/month for up to 10 seats/users Contact Custify for Enterprise plans

We do not have any information about Custify features

Custify has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Custify supports the following languages:

English

Custify supports the following devices:

Custify integrates with the following applications:

Segment

Custify offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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