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Custify vs monday CRM Comparison (2026)

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Custify logo

Custify

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monday CRM

Overview

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.

Use monday CRM for all your construction processes. Manage resources, communicate and collaborate with subcontractors and staff in the field, and save time with automations. Integrate existing tools, and track progress, timeframes, and budgets through visual dashboards and real-time reports.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

12

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.9

135

5

4

3

2

1

118

16

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.7

468

5

4

3

2

1

339

116

8

5

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

Pros

“Custify gives our CS team a single, clear view of account health, combining usage data, engagement, and risk signals in one place.”
VC

Veronica C.

Project Manager

“The health score framework, playbooks, and automation help CSMs stay proactive instead of reactive, while the intuitive UI makes it easy to onboard both new and experienced team members.”
Verified reviewer profile picture

Deeksha K.

Senior Customer Success Manager

“Good fit for a mid-sized CS team that has outgrown spreadsheets but doesn't need the cost or complexity of an enterprise suite.”
Verified reviewer profile picture

Juan M.

Responsable de Infraestructura

Pros

“The platform allows users to create custom workflows, automate repetitive tasks, and track team performance via visual dashboards.”
Verified reviewer profile picture

Douglas N.

Diretor

“The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know.”
SG

Simran G.

Senior Client Success Manager

“Combine that with sequences, and you've got yourself full comms communication with your contacts and accounts without needing to open outlook or gmail separately, and you can still view all the emails in overview widget (emails & activities which feels like it takes a huge upgrade in crm), and track meetings etc in the activities board so team leads and managers can keep an eye on workload and team capacity in a way that's meaningful to sales/customer success teams.”
SG

Simran G.

Senior Client Success Manager

Cons

“Sometimes we have issues with delayed email sends.”
JM

Juan M.

Consultant

“The way our subscriptions are setup causes some issues with health scores if there are multiple subscriptions for the same customer.”
JB

Justine B.

Head of Sales and CS

“I don't enjoy how the UI is organized on the company 360 with each type of record ordered by group. ”
NR

Nicole R.

Chief Customer Officer

Cons

“I have also noticed that when you start handling data tables containing hundreds of rows of contacts, the display tends to slow down slightly on standard web browsers.”
PK

Patrick K.

Vice President at JPK and Associates, Inc.

“It makes it harder to keep conversations cleanly scoped to the deal they actually belong to.”
DM

Desiree M.

Founder

“The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars)”
Verified reviewer profile picture

Nicholas B.

Managing Director

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features67
  • AI Copilot
  • AI/Machine Learning
  • API
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • CRM
  • CSAT Survey Structure
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cancellation Management
  • Churn Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Customer Data Management
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Generative AI
  • Health Score
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lifecycle Management
  • Marketing Automation
  • Meeting Management
  • Messaging
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Channel Communication
  • NPS Survey Structure
  • NPS of Customers
  • Onboarding
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Prioritization
  • Project Management
  • Project Tracking
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-time Alerts
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Review Monitoring
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Trend Analysis
  • Usage Tracking/Analytics
  • User Onboarding
  • Visual Analytics
  • Widgets
  • Workflow Automation
  • Workflow Management
  • Total features88
  • AI Copilot
  • AI/Machine Learning
  • API
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • CRM
  • CSAT Survey Structure
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cancellation Management
  • Churn Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Customer Data Management
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Generative AI
  • Health Score
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lifecycle Management
  • Marketing Automation
  • Meeting Management
  • Messaging
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Channel Communication
  • NPS Survey Structure
  • NPS of Customers
  • Onboarding
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Prioritization
  • Project Management
  • Project Tracking
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-time Alerts
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Review Monitoring
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Trend Analysis
  • Usage Tracking/Analytics
  • User Onboarding
  • Visual Analytics
  • Widgets
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations19
  • 7pace Timetracker
  • Aircall
  • BigPicture
  • Chargebee
  • Dropbox
  • Facebook Business Suite
  • Freshdesk
  • Freshsales
  • Google Calendar
  • HappyFox Workflows
  • HubSpot CRM
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Miro
  • PandaDoc
  • PhoneBurner
  • Pipedrive
  • Recurly
  • RudderStack
  • Salesforce Nonprofit Cloud
  • Shopify
  • Slack
  • Stripe Payments
  • SurveyMonkey
  • Twilio
  • Twilio Segment
  • Typeform
  • Wootric
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho CRM
  • Total integrations22
  • 7pace Timetracker
  • Aircall
  • BigPicture
  • Chargebee
  • Dropbox
  • Facebook Business Suite
  • Freshdesk
  • Freshsales
  • Google Calendar
  • HappyFox Workflows
  • HubSpot CRM
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Miro
  • PandaDoc
  • PhoneBurner
  • Pipedrive
  • Recurly
  • RudderStack
  • Salesforce Nonprofit Cloud
  • Shopify
  • Slack
  • Stripe Payments
  • SurveyMonkey
  • Twilio
  • Twilio Segment
  • Typeform
  • Wootric
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho CRM