Compare Custify and Planhat 
At a Glance
Market Segments
Small-Business (66.5% of reviews)
Mid-Market (60.1% of reviews)
Entry-Level Pricing
No pricing available
Custom
Custify
Star Rating
(384)4.6 out of 5
Market Segments
Small-Business (66.5% of reviews)
Entry-Level Pricing
No pricing available
Learn more about CustifyPlanhat
Star Rating
(688)4.6 out of 5
Market Segments
Mid-Market (60.1% of reviews)
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users on G2 report that Planhat excels in Quality of Support with a score of 9.4, while Custify follows closely with a score of 9.6, indicating that both platforms provide excellent customer service, but Custify has a slight edge.
- Reviewers mention that Custify offers superior Customer Monitoring features, scoring 9.4 compared to Planhat's 9.0, highlighting Custify's effectiveness in tracking customer engagement and health.
- G2 users note that Planhat's Ease of Setup is rated at 7.8, which is lower than Custify's 8.3, suggesting that users find Custify easier to implement and get started with.
- Users say that both platforms provide robust Playbooks, but Custify shines with a score of 9.3 compared to Planhat's 8.6, indicating that Custify's playbook functionality is more comprehensive and user-friendly.
- Reviewers mention that Planhat's Customer Health Scores are rated at 8.8, while Custify leads with 9.3, suggesting that Custify offers more effective tools for assessing customer health and engagement.
- Users report that while both platforms have strong Customization capabilities, Custify's score of 8.9 slightly outperforms Planhat's 8.7, indicating a more flexible approach to tailoring the software to specific business needs.
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Pricing
Entry-Level Pricing
Custify
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Custify
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
9.1
320
8.7
575
Ease of Use
9.0
327
8.4
581
Ease of Setup
8.3
139
7.8
359
Ease of Admin
9.0
118
8.4
348
Quality of Support
9.6
306
9.4
563
Has the product been a good partner in doing business?
9.6
118
9.4
345
Product Direction (% positive)
9.4
318
9.3
526
Features by Category
Customer Information
9.3
295
|
Verified
8.8
417
|
Verified
9.4
294
|
Verified
9.0
411
|
Verified
8.9
297
|
Verified
8.9
422
|
Verified
9.3
289
|
Verified
8.5
408
|
Verified
9.4
292
|
Verified
8.8
377
|
Verified
8.8
284
|
Verified
8.3
352
|
Verified
8.0
191
7.4
292
|
Verified
Predictions
8.9
259
|
Verified
8.2
361
|
Verified
8.4
261
|
Verified
7.7
302
|
Verified
8.9
264
|
Verified
8.6
362
|
Verified
7.5
139
7.0
222
|
Verified
Platform
8.6
253
|
Verified
8.4
412
|
Verified
9.0
279
|
Verified
8.3
387
|
Verified
8.6
184
|
Verified
8.3
365
|
Verified
8.9
271
|
Verified
8.6
367
|
Verified
8.8
284
|
Verified
8.4
395
|
Verified
8.9
284
|
Verified
8.7
390
|
Verified
9.0
274
|
Verified
8.9
380
|
Verified
9.4
263
|
Verified
9.0
349
|
Verified
9.2
285
|
Verified
8.6
391
|
Verified
9.0
283
|
Verified
8.9
394
|
Verified
Generative AI
7.7
93
Feature Not Available
7.8
93
Feature Not Available
Billing and Payments
Not enough data
8.1
62
Not enough data
7.9
50
Not enough data
7.7
56
Revenue Recognition
Not enough data
8.3
76
Not enough data
7.5
50
Not enough data
7.8
55
Revenue Optimization
Not enough data
8.3
81
Not enough data
7.6
55
Not enough data
8.5
84
Not enough data
7.9
70
User Analysis
Not enough data
Not enough data
Not enough data
Not enough data
User Support
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Walkthrough Type
Not enough data
Not enough data
Not enough data
Not enough data
Product Analytics
Not enough data
8.6
59
Not enough data
8.2
60
Not enough data
8.8
55
Not enough data
8.1
45
Not enough data
8.6
57
Not enough data
8.6
46
Not enough data
8.4
53
Not enough data
8.4
61
Data Sourcing
Not enough data
8.5
128
Not enough data
8.5
125
Not enough data
6.7
90
Not enough data
7.5
93
Intelligence
Not enough data
6.4
77
Not enough data
6.6
82
Not enough data
6.5
80
Sales Team
Not enough data
7.9
60
Not enough data
7.6
60
Not enough data
8.3
81
Intelligence
Not enough data
7.8
68
Not enough data
7.7
57
Not enough data
7.5
57
Mapping
Not enough data
7.2
53
Not enough data
8.3
66
Platform Basics
Not enough data
8.1
118
Not enough data
8.0
105
Not enough data
8.5
99
Not enough data
7.9
90
Not enough data
7.9
92
Content
Not enough data
7.2
92
Not enough data
6.9
71
Not enough data
5.9
68
Not enough data
6.0
65
Not enough data
7.3
80
Collaboration
Not enough data
6.7
78
Not enough data
6.6
72
Not enough data
8.2
95
Not enough data
8.2
113
Not enough data
7.5
76
Not enough data
4.6
58
Platform Basics
Not enough data
Not enough data
8.0
5
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.1
6
8.7
186
7.8
6
8.4
190
8.6
6
8.7
195
Project Tracking
6.9
6
8.5
174
6.0
5
8.0
144
7.2
6
8.3
152
8.9
6
8.5
195
7.7
5
8.3
147
Customer Engagement
6.7
5
8.1
169
7.3
5
8.4
164
7.3
5
7.8
156
6.7
5
8.6
171
7.0
5
8.5
175
Functionality
Not enough data
8.1
35
Not enough data
8.0
31
Not enough data
8.2
28
Not enough data
7.8
31
Not enough data
7.6
35
Management
Not enough data
8.3
43
Not enough data
8.4
44
Not enough data
7.5
29
Not enough data
8.5
44
Not enough data
8.6
29
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Categories
Categories
Shared Categories
Custify and Planhat are categorized as Customer Success, Customer Data Platform (CDP), Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, and Client Onboarding
Unique Categories
Custify is categorized as Customer Journey Analytics, Digital Adoption Platform, and Experience Management
Reviews
Reviewers' Company Size
Custify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
43.4%
Information Technology and Services
17.0%
Marketing and Advertising
12.5%
Events Services
2.1%
Internet
1.9%
Other
23.1%
Computer Software
37.8%
Information Technology and Services
17.7%
Marketing and Advertising
8.5%
Internet
2.3%
Human Resources
2.3%
Other
31.4%
Most Helpful Reviews
Custify
Most Helpful Favorable Review
Brian S.
Verified User in Computer Software
Custify's ability to manage what matters to us, our data, our tickets, etc... The platform centralizes critical information our CS team uses to best manage our client relationships. One point I cannot emphasize enough was how helpful and involved Custify...
Most Helpful Critical Review
Verified User in Information Technology and Services
- interfaces have been inconsistent and ultimately turned off - cannot customize or configure side bar data in company or person page
Planhat
Most Helpful Favorable Review
Verified User in Information Technology and Services
Very easy-to-use, but incredibility powerful customer success tool. Allows us to better understand and manage our customer base and workflows. Easy set up of teams, metrics, views, personas, analytics and much more. Very customizable and has a variety of...
Most Helpful Critical Review
Verified User in Computer Software
The entire tool is super buggy, most integrations do not work as intended. Uploads do not work. Data module does not work properly. Feels like we are stuck in an ongoing alpha version. not worth the money.
Brian S.
Verified User in Computer Software
Custify's ability to manage what matters to us, our data, our tickets, etc... The platform centralizes critical information our CS team uses to best manage our client relationships. One point I cannot emphasize enough was how helpful and involved Custify...
Verified User in Information Technology and Services
Very easy-to-use, but incredibility powerful customer success tool. Allows us to better understand and manage our customer base and workflows. Easy set up of teams, metrics, views, personas, analytics and much more. Very customizable and has a variety of...
Verified User in Information Technology and Services
- interfaces have been inconsistent and ultimately turned off - cannot customize or configure side bar data in company or person page
Verified User in Computer Software
The entire tool is super buggy, most integrations do not work as intended. Uploads do not work. Data module does not work properly. Feels like we are stuck in an ongoing alpha version. not worth the money.
Discussions
Where is my data stored?
1 comment
PW
Your data is stored in a data center either within the European Union or in the US, depending on your preference. Read more
Can I send unlimited customer data into Custify?
1 comment
PW
Data storage and data retention depends on the plan that you choose. Read more
How long did it take to implement?
2 comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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