Custify Features
What are the features of Custify?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
Predictions
- Custom Triggers
Platform
- API & Integrations
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management
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Customer Information
Customer Health Scores | Based on 295 Custify reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 93% (Based on 295 reviews) | |
Customer Monitoring | Based on 294 Custify reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 94% (Based on 294 reviews) | |
Customer Profiles | Based on 297 Custify reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 89% (Based on 297 reviews) | |
Playbooks | Based on 289 Custify reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 93% (Based on 289 reviews) | |
Customer Segments | Based on 292 Custify reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 94% (Based on 292 reviews) | |
Product Engagement | Based on 284 Custify reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 88% (Based on 284 reviews) | |
Surveys | Based on 191 Custify reviews. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 80% (Based on 191 reviews) |
Predictions
Churn Risk | Based on 259 Custify reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 89% (Based on 259 reviews) | |
Upsell Opportunities | Based on 261 Custify reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 84% (Based on 261 reviews) | |
Custom Triggers | Based on 264 Custify reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 89% (Based on 264 reviews) | |
Machine Learning | As reported in 139 Custify reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 75% (Based on 139 reviews) |
Platform
Reporting & Dashboards | Based on 253 Custify reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 86% (Based on 253 reviews) | |
API & Integrations | Based on 279 Custify reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 90% (Based on 279 reviews) | |
Data Import & Export Tools | Based on 184 Custify reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 86% (Based on 184 reviews) | |
Workflow Capability | Based on 271 Custify reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes. | 89% (Based on 271 reviews) | |
Notifications | Based on 284 Custify reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 88% (Based on 284 reviews) | |
Customization | Based on 284 Custify reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 89% (Based on 284 reviews) | |
Scalability | Based on 274 Custify reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 90% (Based on 274 reviews) | |
Data Security | Based on 263 Custify reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 94% (Based on 263 reviews) | |
Performance & Reliability | Based on 285 Custify reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 92% (Based on 285 reviews) | |
User, Role, and Access Management | Based on 283 Custify reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 283 reviews) |
User Analysis
Survey Implementation | Allows you to deploy NPS surveys to users. | Not enough data | |
Data Analysis | Analyzes user survey responses and information in the application. | Not enough data |
User Support
User Segmentation | Organizes users into predefined groups and provides different responses based on group. | Not enough data | |
Multi-Language Support | Supports multiple languages. | Not enough data | |
Behavior-responsive Messaging | Provides responses based on user behavior and feedback. | Not enough data |
Walkthrough Type
Audio-visual Walkthroughs | Supports audio and video-based walkthroughs. | Not enough data | |
Text Bubble Walkthroughs | Supports text bubble walkthroughs. | Not enough data |
Product Analytics
Account-Level Analytics | Ability to see analytics at the account level. | Not enough data | |
User-Level Analytics | Ability to see analytics at the user level. | Not enough data | |
Segmentation | Ability to compare usage across segments such as role, company size, etc. | Not enough data | |
Funnels | See how users move though a product via grouped page sequences | Not enough data | |
Alerts | Receive automated alerts and reports based on gains or losses in performance. | Not enough data | |
Multi-Product Analytics | View analytics for multiple products in a single dashboard, including cross-product engagement | Not enough data | |
User Scoring | Scores customers and visitors to identify at-risk or thriving accounts. | Not enough data | |
Integrations | Breadth and functionality of integrations with third-party products. | Not enough data |
Data Sourcing
Data Enrichment | Uses external data sources to improve customer profiles. | Not enough data | |
Expandability | Can be updated to accept new sources and types of data. | Not enough data | |
Content Marketing | Can act as a content marketing platform. | Not enough data | |
Multiple Devices | Can engage with customers across any device with a consistent message. | Not enough data |
Intelligence
Marketing Metrics | Provides analysis of marketing program ROI and efficiency. | Not enough data | |
Predictive Modeling | Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. | Not enough data | |
Recommendation Engine | Uses artificial intelligence to provide suggestions based on desired outcomes. | Not enough data | |
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities | Not enough data | |
Zero-touch Renewals | Can fully automate the deal renewal process | Not enough data | |
Smart Content | Suggests content appropriate to stage and tone of the deal | Not enough data |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies | Not enough data | |
Training Mode | Includes recording and review capabilities to train new salespeople or review old deals | Not enough data | |
Playbooks | Creates and stores multiple playbooks for sales | Not enough data |
Mapping
Multiple Org Charts | Allows multiple relationship maps for each account and opportunity | Not enough data | |
Stakeholder Roles | Includes explicit definitions of stakeholder roles | Not enough data |
Platform Basics
Templates | Provide templates for customer journey mapping to jumpstart the process. | Not enough data | |
Exporting | Ability to export customer journey maps in a variety of formats to present and analyze. | Not enough data | |
Multi-user Access and Collaboration | Allow team members to invite others to collaborate on journey maps and make direct changes. | Not enough data | |
Multiple Personas | Provide the ability to compare the experiences of multiple personas in one journey map. | Not enough data | |
Data Analytics | Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. | Not enough data | |
Dynamic Segmentation | Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). | Not enough data | |
Journey Optimization | Automates the testing and optimization of customer-facing messaging and campaigns. | Not enough data |
Platform Data
Journey Reporting | Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). | Not enough data | |
Trends Reporting | Ability to measure product usage by feature, campaign performance by source, and other trending metrics. | Not enough data | |
Dashboards | Provides dashboards to combine and visualize quantitative and qualitive customer journey data. | Not enough data | |
Advanced Data Filtering | Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. | Not enough data |
Platform Additional Functionality
Journey Mapping | Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. | Not enough data | |
Integrations | Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. | Not enough data | |
Automated Alerts | Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. | Not enough data |
Analytics
Net Promoter Score (NPS) | Calculates net promoter score (NPS) using customer feedback data. | Not enough data | |
Customer Satisfaction (CSAT) Score | Calculates customer satisfaction (CSAT) score using customer feedback data. | Not enough data | |
Customer Effort Score (CES) | Calculates customer effort score (CES) using customer feedback data. | Not enough data | |
Gamification | Provides gamification tools to incentivize employees to leverage customer feedback insights. | Not enough data |
Customization
Stakeholder Management | Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. | Not enough data | |
Multilanguage Support | Allow users to create surveys and repond to customer feedback in a variety of languages. | Not enough data | |
Multiple Branding Support | Allows users to deploy surveys and intake feedback data for multiple brands. | Not enough data | |
Vertical-specific Solutions | Vendor provides industry- or role-specific experience management solutions. | Not enough data |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. | Not enough data | |
Templates | Include templates for onboarding project plans and documents. | Not enough data | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. | Not enough data |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. | Not enough data | |
Resources | Allocate resources to tasks and projects, and track their costs. | Not enough data | |
Content | Manage onboarding documents, training materials, and other content. | Not enough data | |
Tasks | Assign and track onboarding tasks to internal and external stakeholders. | Not enough data | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. | Not enough data |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. | Not enough data | |
Engagement | Include features to keep customers engaged such as internal communications. | Not enough data | |
Branding | Create white-label portals by customer, product, or project. | Not enough data | |
Visibility | Provide multiple levels of visibility accrosss all onboarding stages. | Not enough data | |
Collaboration | Allow internal and external users to collaborate without loging into the system. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. 93 reviewers of Custify have provided feedback on this feature. | 77% (Based on 93 reviews) | |
AI Text Summarization | Based on 93 Custify reviews. Condenses long documents or text into a brief summary. | 78% (Based on 93 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
