Custify Reviews & Product Details - Page 3

What I appreciate most about Custify is its robust reporting capabilities, especially in tracking customer interactions, and churn metrics. The platform offers clear, customizable analytics presented in a visually appealing format, which allows me to quickly understand key metrics and make informed decisions. This ability to integrate seamlessly with our existing systems enhances our operational efficiency and ensures that we can effectively manage and reduce churn while driving business growth. Review collected by and hosted on G2.com.

As of now, there isn't anything specific that I dislike about Custify. Review collected by and hosted on G2.com.

Custify presents structured data in a nice UI that is utilized to assess our Customers' health. Not only is this tool great for understanding the landscape of our global customer-base, it allows one to drill-down into specifics with ease. The ability to change my "zoom lens" between customers, people, and other data points (such as internal notes/email communication) is the main reason I use custify daily.

Additionally, Custify's Support/Success Management has been "at the ready" when they are needed. This reliable & fast communication goes a long way, especially for an IT organization that can require their quick engagement in order for us to be at our best. Review collected by and hosted on G2.com.

I do not have much to say here, but one nit-picky item is the propagation time for `Communication` to flow into a customer. Specifically, sometimes outbound emails take longer than you'd ideally want (~40 mins occasionally). Review collected by and hosted on G2.com.

I like the playbooks and AI notes! There are many updates. Review collected by and hosted on G2.com.

I have difficulties in creating some reports and integrations. Review collected by and hosted on G2.com.

I like the playbooks to automate comminication with customers - it saves a lot of time tracking where customers have gotten to in their lifecycle. Review collected by and hosted on G2.com.

I'd like more specific measurables around health scoring - at the moment its very person dependant as to their perception. Review collected by and hosted on G2.com.

I like how intuitive it is. This a perfect integration to Hubspot for CRM because Hubspot is a terrible CRM. I like the simplicity of the metrics. Some systems over complicate that. Review collected by and hosted on G2.com.

For context: My experience is primarily with Salseforce. My expectations are pretty high for in terms of CRMs, as Salesforce is considered the platinum standard for CRMs.

I would not say there is anything I dislike, I think its actually pretty great. I think there is room for improvement to compete with larger CRM's. Overall, its good. I think when we are deciding where to improve, sometime we sacrifice good to be great. This is a good solid CRM on its way to being great.

This is my list of improvment that will vastley help the user experience and put Custify on track to compete with larger CRMs :

>Unable to drag and drop from download in my Google browser

>Formatting issues when sending out emails to multiple users in the B2B org:

- It changes to differnt gradients of your grey through out the email body if email is edited.

- When copy and pasting an email I use frequently from my notes, It completely re-formats the

body of the email if the email contains bullet points: The copy is coming from a neutral notebook with no formatting inbeded.

- It re-formats the entire body of the email if I make any individual updates

in the body of the email specifi to that user.

>Limited attachemnts to only 10 or limited sizing parameters.

When sending emails out of queue there should be a option to click all and send or click muliples and send out. Currently the only option is to select emails for removal. When sending out large amounts that may need to be checked for formatting and once confirmed correct its arduous to send out one at a time. This is a separate issue from Approving/Never/Always options.

>Approving/Never/Always -this could be a blocker for CSM teams that dont have backend access to change in their settings. I personally do not think this is valuable feature since most teams use an automated email system with templates leadership sets up for the team to use. I am getting ready to do that for our team, so maybe I will find it useful, but I doubt it. Review collected by and hosted on G2.com.

The Customer Portal is so easy to create and share it makes colaboration easy!! Review collected by and hosted on G2.com.

They could use a few more features and a more user friendly dashboard to assist with a wholistic view of the entire customer base. Review collected by and hosted on G2.com.

Custify has helped me keep track of customer developments and tasks along the onboarding and adoption journey. Especially while working with large portfolios it allowed me not to lose myself in the many parallel customer interactions. Review collected by and hosted on G2.com.

Subjective view but the UI could be more modern and visually pleasing. Review collected by and hosted on G2.com.

360-Degree View: Get the full scoop on your customers' world.

Easy Automation: No more grunt work – set it and forget it.

Seamless Integration: Plays well with lots of already-used tools.

API Integration: For those who like to customize their setup.

Custify CS: always there when I need them, they are amazingly helpful, they appreciate any feedback and use it wisely to grow :) Review collected by and hosted on G2.com.

Perhaps improve the interface's UX for more clarity, but it doesn't hinder usability.

No adjustments can be made to historical data once it has been recorded, even though there are cases where it would be beneficial.. Review collected by and hosted on G2.com.

What I like most about Custify is that you can make a small CS team (For example, I am a 'Dept. of one' type of idea) seem much larger, if you set the CRM up properly.

Coming from Vitally, we were/are also frequently impressed by Custify because it JUST WORKS.

In addition, the customer service is awesome. We are in a very different time zone from Custify, but it has never hindered how helpful they are. Review collected by and hosted on G2.com.

Custify definitely has a learning curve

Sometimes the navigation required inside the CRM to perform certain tasks can take too many clicks to get where you need to go

Some features I do not use because they still don't make sense to me despite explanation, but it doesn't hinder the product. I am probably just missing out. Review collected by and hosted on G2.com.

Best thing about Custify is the team. They are always there when you need them, and they take feedback very seriously. We had some unique use-cases and they were able to develop the tool around our requests.

The tool is reliable and it just works. Integration was simply singing into different platforms and it collecs all the communication and CRM data. Easy to set up automations and slack notifications.

Health-scoring is very flexiable. Review collected by and hosted on G2.com.

Custify's reporting section is easy to use as well, however it requires timely CRM updates which effects its flexibility. For example if a customer is churned, it needs to be updated on CRM on the day of churn, not later, to keep the reporting correct. You cannot update these dates. This is not a problem for us because we use Salesforce's reporting for all the teams.

I would also have a few more words about CRM integration but they improved a lot on that side lately. Review collected by and hosted on G2.com.