Custify Pricing, Features, Reviews & Comparison of Alternatives

Custify

Customer success solution for SaaS businesses

5.0/5 (53 reviews)

Custify overview

What is 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.
www.custify.com

Pricing

Starting from
$199/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

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

Supported languages

English
Custify screenshot: Custify usage trackingCustify screenshot: Custify playbookCustify screenshot: Custify activity management

Custify user reviews

Excellent
53

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  4.9
  5.0
Oliver Auerbach

Loving it so far

Used daily for 6-12 months
Reviewed 2019-09-05
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Andre Cvijovic

SaaS owners best Friend - Churn Killer

Used daily for less than 6 months
Reviewed 2020-08-06
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bogdan Petre Minuț

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

Used daily for 6-12 months
Reviewed 2021-01-25
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Gabriela Amarie

Upselling twice as much since we installed Custify

Used daily for 6-12 months
Reviewed 2021-01-21
Review Source: Capterra

I use Custify daily for reporting and targeting clients. It’s an amazing tool to have. With the customer 360 view, I have all the info in one place, whereas before I had to go through multiple apps to get the same result.

Pros
Setting my segments based on any metric or health score and setting up a custom playbook targeted to a specific type of client makes my work so much easier. When a trial is close to ending or when a client has reached a limit in their plan, I get an alert and can use the setup in Custify to reach out with a specific offer to upgrade or upsell.

Cons
When you first do the setup you need help from the Custify team, but afterward, everything gets pretty easy. No major problems so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Custify is a great product, and it's easy to implement.

Used daily for 6-12 months
Reviewed 2020-11-11
Review Source: Capterra

Custify is helping us proactively fight churn by identifying users who are not active on our platform. It really powers up our CSM's by automating some of the manual, repetitive processes such as scheduling meetings for low adopters.

Pros
Custify allows us to automatically target out-reach to our customer base based on actions (or inactions) taken by the users on our platform. This allows us to identify the people who are using our product but could be getting more out of it. The fact that Custify connects to Zapier is a huge up-side for us, it allows us to really have some fun with the automatic out-reach that we trigger based on metrics that we use Custify to identify. On top of that, [SENSITIVE CONTENT HIDDEN] made onboarding very easy. It took us a little longer than expected to get set up, but those gentlemen helped us keep things moving forward offering guidance when it was needed.

Cons
I really don't have any dislikes about Custify. The only thing that would even further improve my review would be some additional 'in-Custify' analytics/ data tracking. Custify has a great team and when I have questions I feel totally comfortable hitting their guys up when we need help or run into any issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Custify pricing

Starting from
$199/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

Custify features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Custom Fields
Customer Database
Customizable Branding
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Third Party Integration

Calendar Management (220 other apps)
Contact Management (179 other apps)
Customizable Reporting (195 other apps)
Real Time Reporting (161 other apps)
Social Media Integration (208 other apps)
Surveys & Feedback (192 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Custify

Key features of Custify

  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • KPI Tracking
  • Usage Tracking/Analytics
View All Features