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Customer success solution for SaaS businesses
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.
Typical customers
Platforms supported
Support options
Training options
Value for money
5.0
/5
94
Starting from
No pricing info
Value for money contenders
Functionality
5.0
/5
94
Total features
46
2 categories
Functionality contenders
Overall Rating
5.0
/5
94
Positive reviews
100
%
91
3
0
0
0
Overall rating contenders
Tudor L.
Accounting, 5,001-10,000 employees
Used daily for 6-12 months
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Our department’s experience as well as mine, with Custify, has been more than great. It’s amazing how one software can be used by so many departments, even though it was created with just one department in mind. We are able to get more clients to convert and then turn them into loyal customers. Using Custify saves our team time and I get to touch base with more clients in one day. Interactions with them are on point thanks to the 360 view. The CSMs know exactly what to offer them to keep them happy and loyal.
The fact that Custify works for sales too is an added bonus for any business. We have converted more clients from Trial to Paid than we were able to in the past. We get access to the clients’ history with our products, the way that they use our features and any problems that they might have had in the past. Based on all of this info, we create custom packages for them and they are happy that they pay for features that they actually use.
I can’t find a single bad thing to say about Custify.
Matthew R.
Information Technology and Services, 1,001-5,000 employees
Used daily for 6-12 months
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It has been a great experience, from the beginning of the sales cycle. The Custify team has been engaged, available and always ready to help. They made our deployment easy and ensured we successfully adopted the solution. Both the solution and the team are worth recommending
Custify helped us gain a 360 degrees view of our customers by consolidating CRM, Customer Support, Revenue and Product data. It is easy to deploy, easy to use and provides a broad set of capabilities to manage customer segments, lifecycles, health scores as well as comprehensive dashboarding. Custify Customer Success team has been fully committed to ensure we successfully adopt their product.
Initially, there wasn't too much product documentation, but now, there is a comprehensive Help Center including a knowledge base, best practices and FAQ's
Mary C.
Marketing and Advertising, 51-200 employees
Used daily for 1-2 years
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All in one software... I like that it helps us track businesses that are at risk so that we can be proactive and prevent churn. I also like the tasks section, it helps the team be on top of their duties, deadlines, etc. The onboarding is great and Custify team is super helpful.
It's great but such a complex platform that some things can be easily forgotten if you are not making the adjustments within the platform on daily basis. In all cases, the support team is always there to give us the instructions and help with any questions we may have.
Theodora S.
Marketing and Advertising, 1-10 employees
Used daily for 6-12 months
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In the last 6 months, we have experienced a lot of growth, and because of Custify we could manage a larger number of customers with a small team without jeopardizing the customer experience. It helped us streamline our internal processes between CS and Marketing/Sales efforts.
- Customer data in one place - Manage and automate tasks properly. - Measuring general and in-depth account manager performance. - Manage a large number clients with a small team
I wish there were more helpful product documentation materials so that whenever we have a question to first go and check the docs rather than talk to our CSM. Nevertheless, our CSM, Irina, is there for us everytime we need her and her response time is super fast. It is nice to know that whenever you have a problem, somebody will treat it with a high priority and try to solve it fast.
Stefan-Tudor M.
Computer Software, 1-10 employees
Used daily for 6-12 months
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After implementing and connecting everything, the benefits started to be obvious to everyone. It’s a great tool to track app usage and customer insights. We use it to improve customer retention and keep everyone in sync on client information. There’s also cross-tool automation in playbooks so we moved our onboarding flow through Custify. This way we connect certain tools in the same flow and our team can improve steps more accurately. So it’s been a pretty good experience so far.
Custify has a lot of flexibility in integrations. Took us a bit to connect everything but once we did, our CS team instantly saw the benefits. Segmentation, reporting and health scores are the main features we use and like. Their support is also top notch - always quick to reply.
Some complexity around certain features like adding health scores. Also no easy way of tracking team performance by team member.
Custify has the following pricing plans:
Pricing model: Subscription
Q. Who are the typical users of Custify?
Q. What other apps does Custify integrate with?
Custify integrates with the following applications:
Microsoft Outlook, Zoho CRM, Zapier, Recurly, Gmail, Segment, Salesforce.org Nonprofit Cloud, Pipedrive, Freshsales, Wootric, Freshdesk, HappyFox Workflows, Stripe, Slack, Microsoft 365, RudderStack, Zendesk Sell, Chargebee, Xero, HubSpot CRM, Intercom, Zendesk Suite