Custify Reviews & Product Details

I really enjoy all of features and how Custify is really user friendly. I manage a book of customers, and with the features Custify offers like segmentation, playbooks, healthscores, and tasks, it makes it easy for me to successfully manage all of my customers. I can easily edit a segment of my customers, update my playbooks and generate a timely email to all my customers so they receive timely and strategic communication from me. Custify helps me make sure I do my job well. Also, with the tasks feature in custify, it helps me make sure I am on task with my customers. The integrations custify offers helps me make sure I am reaching out to my customers at crucial periods of time. Beyond all the valuable features Custify offers, their customer support team is top notch and always willing and able to help out and provide support. Review collected by and hosted on G2.com.

While Custify does have a help center that has a ton of helpful and useful articles that help you learn their features, I would love if Custify offered in-app tooltips or walkthroughs when I need them. For instance, there are some features custify offers that I am hesitant to activate just because I do not know how to fully use them or don't understand them. I would really like it if while I was in the application there was some sort of automated walkthrough with pop-ups that display on screen to push me or encourage me to use these features I am not using. It would make me feel more comfortable and motivate me to activate these features I am not using. They do have a lot of features, so it is a little intimidating and I think offering a walkthrough on screen would be super beneficial. Review collected by and hosted on G2.com.

Custify has been great for providing a user-friendly platform for our company to better evaluate customer success. While more advanced that our previous tool, it is easy to use and provides great features like custom metrics and health scores! Review collected by and hosted on G2.com.

The initial implementation was a bit tricky and theres a bit left to be desired with some of the 3rd party integrations, but Custify's customer support team was very responsive and helpful. Review collected by and hosted on G2.com.

With Custify, we’ve built a scalable customer journey that truly delivers. Lifecycles provide precise insights into customer status, and the Task Management feature helps keep our team organized. Playbooks offer a clear framework for excellence, while integrations, like those via Make, enable exciting automation possibilities. What’s more, the bidirectional integration with other sales tools ensures seamless collaboration. Call documentation through relevant interfaces is also a great feature, and surveys like CSAT are another highlight that adds real value. Custify has truly become an indispensable tool for us! Review collected by and hosted on G2.com.

What could be improved? Only a few minor points: for instance, I’d love to see customizable views for individuals in the People section within the Company view. Review collected by and hosted on G2.com.

Easy to use and all information quickly available. The dashboards can be build as you need and with all events from all other software available you can build great rules to see if the customer is healthy or not. Review collected by and hosted on G2.com.

Sometimes it is a bit difficult to understand all the events together coming in but thanks to their great team we've managed to build great rules. Review collected by and hosted on G2.com.

Custify's experience is so user friendly to follow different topics in a one page. While using Custify, it is not that easy to be overwhelmed in order to check the information

Their customer support team is always open to communicate, so if there is something going wrong, you can feel free to contact with them Review collected by and hosted on G2.com.

Export feature would be beneficial to download all details shared with Custify Review collected by and hosted on G2.com.

The UI is intuitive, that means that you can start quickly and get your things done. For us, working not directly with the customer but overseaing all business stuff is easy with the Dashboard feature. Review collected by and hosted on G2.com.

Sometimes the export of data i.e. CSV or XLSX data for other systems we have could be a bit more intuitive. Review collected by and hosted on G2.com.

They offer a great tool to streamline all the customer success proccesses within one central place. Besides having metrics, playbooks and so on you can also get in touch with your customers and get their feedback and their CSAT and NPS. Review collected by and hosted on G2.com.

Sometimes more customization within the web ui would be nice such as custom tables. Review collected by and hosted on G2.com.

The intuitive UI is great, you can reach all needed functions with just a few clicks. This, together with the simplified approach helps to get things done without spending to much time to understand it. Review collected by and hosted on G2.com.

Some of the functions are behind nested menues making it more difficult to reach them or to remember them. Review collected by and hosted on G2.com.

Detailed health scoring, which helps us to prioritize clients who may need extra attention or who are most likely to grow. This scoring is adjustable. It is integrated seamlessly with our Platform making it easy to centralize customer data. Ideal for a single view of customer information across various platforms, reducing silos and enabling better insights. As it offers centralized customer data, it is frequently used for routine tasks, such as follow-ups, onboarding steps, and renewal reminders. The implementation was very easy as they offer amazing support. Review collected by and hosted on G2.com.

Nothing I can think as of now, the platform is doing it's job pretty well so far and we are happy with the Outcome. Review collected by and hosted on G2.com.

I really like the intuitive user interface and that you can easily reach all major functions within the software. The support in Slack they provide is great and helpful and fast responding. Review collected by and hosted on G2.com.

The dashboards could be enhanced with a presentation mode so that you can directly present from Custify. Review collected by and hosted on G2.com.