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Customer success solution for SaaS businesses

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Custify Pricing

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Value for money rating

4.9

/5

112

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What users say

Seeing multiple health scores at once has been so good. I'd still love to see the revenue data, but even without it, your work will be so, so much easier.
It's the first thing that I open & the last thing that I close. It really helped us in getting into a revenue mindset which is really great because we closed more revenue than our Sales department.

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Reviewers who mentioned pricing said:

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Ovidiu V.

Computer & Network Security, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy integration, great value

Reviewed 4 years ago

These guys know what they're doing. They're complete professionals. Will save both your developers and your CS team a lot of time.

Pros

Just finished the concierge onboarding. These guys did EVERYTHING to make sure I'm well set up, everything is integrated, and gave me some great ideas to make sure I get better results. We have a small company and I wear many hats so getting this help is great.

Cons

I'm just getting started, so ask me again in a few weeks, but if I had an issue, I'd probably just reach out to the company. They've been very welcoming to questions.

AW
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Allison W.

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good Customer Success Tool for a Great Price

Reviewed a year ago
Pros

Good customer support/success, they listen to customers a lot about what features they wantRelatively easy to use - there is not a lot of training required to get up and running once you have your data coming inA lot of new features/improvements on a regular basisReally good price compared to competitorsIt has been instrumental in our ability to support a large group of customers with a small team

Cons

Setting up playbooks and health scores can be a little tricky, but their CS team will usually talk it through with you and give you adviceWish there were more integrations with more revenue tools like Chart Mogul or Quickbooks

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James D.

Information Technology and Services, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago

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.

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Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The sidekick we use to keep churn low and reports easy

Reviewed 3 years ago

I don’t think there is a better tool for CS teams out there. Although it wasn’t meant for Support, it fits like a glove and worked wonders for me. I can get my reports done a lot faster than in the past when all of the information was segmented and I had to wait for every piece. Now I get everything in one place. I know which customer to contact, what their problem is, I have their conversation history and I know when they need an upselling and what features they use more.

Pros

I don’t have to work with segmented data from different departments any more. Every piece of information I need on a client ( payment history, chat history, usage of product) is in one place. I can see the clients with poor health scores and do something about it within minutes. I use the company 360 view to the fullest because it saves me a lot of time and has helped me increase the quality of my work.

Cons

It took me a while to get used to the software but the Custify team helped me every step of the way. In the beginning there were also quite a few annoying bugs and software froze but in the last few months everything has been really smooth.

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Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The Custify app and support has been great

Reviewed 3 years ago

I would say that overall this is a great software to use for Support teams. Personally, I feel like it helps me be more proactive and it helps me identify clients with issues faster. My clients are happier with how fast I can assist them and that can be seen in the low customer churn.

Pros

The tasks that in the past I used to get done by going to a bunch of different people to get the information from, are now done automatically overnight. I see my clients’ history of payments, past issues and chat and this allows me to solve any issue that they have so much faster than I’ve ever been able to. The clients are happy with the time that it takes me to solve their issues and that shows in the low churn.

Cons

When the software was implemented, getting used to it took me a little while, but the Custify team was very helpful.

MY
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Maggie Y.

E-Learning, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Impressions after first 6 months

Reviewed 5 months ago

Overall I've been happy with Custify. Though it is a bit clunky like I mentioned, it has done exactly what we needed it to do at a price that was reasonable. They continue to release updates and new features regularly and are receptive to user feedback which I appreciate.

Pros

I love the level of customer support I receive from my CSM [sensitive content hidden]. She is always quick to reply and if she is OOO there is another CSM to step in.

Cons

Some of the UX could use improvement. There are some things that just feel clunky and other platforms that have similar features are more smooth. For example, the display order of attributes in the People and Company lists- most programs you can drag and drop these to reorder but here I have to go into another drop down menu to move them. Or to create a new tag I have to leave the page I'm on to create the new tag, then navigate back to my original page, reload, and then tag. Other programs you can make new tags within the tag dropdown menu. The task sorting and flow is a little clunky as well. I prefer the flow and sorting features available in platforms like Hubspot.

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Bogdan Petre M.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 3 years ago

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.

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Verified reviewer

Computer Software, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Understanding our clients and leveraging that data is Custify’s main value

Reviewed 3 years ago

I would say that Custify is like a magic 8 ball; it somehow always has the right answer and our clients get better service in the end. The segmentation feature is great and the results are accurate. My reporting on our clients’ feature usage has never been more accurate. Custify saves time and lowers churn once you learn how to use it correctly.

Pros

When I use the customer 360 view, I can see how clients use our software to solve their issues. Custify also allows me to see the clients’ engagement with our product and use those insights through custom playbooks or segmented reports.

Cons

There isn’t really anything I don’t like so far. Maybe the mobile view has some weird bugs.

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Daniel D.

Real Estate, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Helpful staff and excellent onboarding

Reviewed 4 years ago

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

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Verified reviewer

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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.

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Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Increased revenue and reduced churn

Reviewed 5 years ago

This will probably be useful to any SaaS company and customer success organization, but if you manage a team, the task manager will make CS collaboration so much more efficient. I would also highly recommend their onboarding support (“concierge onboarding”), which was free of charge to us and a great help, as they pre-configured the platform for us - super time saver. I can highly recommend it to any SaaS team looking to get their churn-numbers right.

Pros

- The task manager here is very much like Trello. You can differentiate labels by color, assign them to your CS managers, and it's very focused on the action everyone needs to take to get to the next step. Very efficient. We have been looking at several platforms and Custify stood out by far with their UI and UX, really state of the art. You can reach everything within a click and the product is really super fast. We are able to track all our KPIs (health scores) and they are all visible in the 360-view. We also can alert ourselves if any of those drop under a defined value. This way we are always proactive with our key customers, instead of waiting for them to cancel.

Cons

I've been thinking about what to write here for a while, but I just really love this product.

EA
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Ezgi A.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Affordable and easy-to-use CS tool

Reviewed 4 months ago

Overall, I liked the team that I was working with. The CSM was quite attentive. Besides that, it’s a good tool to track general usage and customer insights. It saved me a lot of time in finding customer information.

Pros

I liked the company 360 view a lot and use it often. It saved me a lot of time finding the right information and data while communicating with customers.

Cons

In my opinion, Segment integration could be a bit better.

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Verified reviewer

Computer Software, 1,001-5,000 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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UX and thorough CS features are what convinced us to use Custify

Reviewed 3 years ago

Since we started using Custify, we have managed to get more clients to stay with us and they are more satisfied with what they get. We can set health scores based on pricing plans, set alerts and solve any issue faster. It’s been wonderful to have a lot of day-to-day tasks taken off our plate due to Custify’s automation features and clear reports.

Pros

By far the best feature of this tool is the customer 360 view. You get every piece of information on a client, in front of your eyes. No more going through different software, making them hold the line or taking forever to find a problem. Everything’s there and what we’ve noticed is how much less time the CSMs and support staff spend with each client now.

Cons

I can’t think of anything that I dislike. I just wish we had this software sooner.

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Iancu T.

Computer Software, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Powerful customer success tool for a growing saas

Reviewed 4 years ago

Awesome value overall. We’ve had great results in onboarding improvement and in customer retention. It’s basically doubled productivity across our CS team and the results really show. Custify staff is also very nice and always answers quickly. I really recommend them to any saas that wants to scale.

Pros

The features we use daily are the health scores connected with tasks and alerts. This gives our CS and sales teams a daily roadmap of activities. Coupled with the 360 customer view, all they need to do is call the client. They don’t dig in other tools and don’t bother other team members.

Cons

Navigation through the UI can be a pain in certain sections. Also setting health scores is not as intuitive as we expected - we always end up asking for their support staff to assist.

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Verified reviewer

Information Technology and Services, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very effective solution for our sales & support teams

Reviewed 4 years ago

Very good experience. Once I got the hang of it, life got much easier. Our sales team saves a lot of time and gets much better results. From segmenting to targeting and automated outreach it is a great tool that I recommend.

Pros

Sleek interface with very fast and dedicated support makes Custify one of the best new additions to our sales & support teams’ arsenal. We can now segment customers by value, order history, or recent activity. We can target customers likely for an upsell or cross-sell, saving us a lot of time and effort. This coupled with the email automation really helps us improve sales!

Cons

Not that easy to learn. You really need the concierge onboarding. Also, the dashboard needs some work as it lacks some overview reports.

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Verified reviewer

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Custify has helped me a lot to reduce my client churn

Reviewed 3 years ago

This CRM tool is very useful and it helps you save a lot of time, while all of your tasks work more smoothly. It makes the ability to work with your team more productive, being even more perfect on a remote program.

Pros

It is very helpful when it comes to identifying customers with low engagement, which allows actions to be taken more rapidly in order to fix whatever the problem may be.

Cons

The dashboard could be a bit more organized.

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Verified reviewer

Information Technology and Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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An easy integration with great value value in reducing churn

Reviewed 4 years ago

The UX and customization options have been amazing. Integration was a breeze. We had help from their clear documentation and their awesome support. Highly recommend trying it out to see if it fits your business.

Pros

Instead of spending what felt like almost all my time connecting information from all kinds of different places, I can now see so much relevant information on one screen.

Cons

We haven't been using it for a long time. So far, so good.

AZ
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Alana Z.

Computer Software, 11-50 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Life without Custify Would be Awful

Reviewed 4 years ago
Pros

We used Custify EVERYDAY to optimize our relationships with our end customers. I cannot imagine a better solution or a better team to help you deploy their solution. We are now able to provide proactive customer support and deliver real-time tangible value to our end customers.

Cons

We're super fans of Custify <3 We have had such a wonderful experience with the tool and the team.

KS
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Karla S.

Think Tanks, 11-50 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good product, reasonable price, and fantastic customer service.

Reviewed 4 years ago

My overall experience is great. Aside from being a good product at a reasonable price, their customer service is very good.

Pros

Great UX, which makes it simple to use. It is also easy to integrate with other systems.

Cons

One can do a lot with the product as is so, I do not have any complaints.

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Elena N.

Human Resources, 11-50 employees

Used monthly for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Revolutionary customer management with Custify

Reviewed a year ago

Overall, our experience with Custify has been nothing short of revolutionary. The user-friendly interface and customization options make it easy for our entire team to use, and the automated task feature has greatly improved our productivity. The integration with other tools is a huge plus, and the customer support team is always there to help. I highly recommend Custify to any business looking to streamline its customer management.

Pros

- The interface is intuitive and easy to navigate, making it a breeze to manage customer interactions and track important information- The customization options allow us to tailor the software to fit our specific needs and processes- The automated task feature is a game-changer, saving us a lot of time and ensuring that nothing falls through the cracks- The customer support team is always quick to respond and extremely helpful

Cons

As a small business, the pricing can be a bit steep but it's worth it for the overall efficiency and productivity it brings.

JM
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Josh M.

Sports, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product at a Great Price

Reviewed 4 years ago

They have given us a great customer score model and automatic triggers to notify customers and our reps when there are issues or concerns. We are very happy with the Custify product.

Pros

After looking at more expensive options we couldn't afford and several other options that didnt meet the requirements we needed we were thrilled to find custify. It does everything we need for our fast growing saas business without a bill for $1000+ every month. Very highly recommended.

Cons

There is really no con. It took sometime to setup a custom configuration we needed but it was pretty smooth and they were very helpful and responsive to questions.