Custify Reviews & Product Details - Page 5

Custify excels in providing a holistic view of customer interactions. The most helpful feature is the ability to tailor customer success strategies based on real-time data. The upsides are robust automation, comprehensive customer profiles, and effective lifecycle management. Review collected by and hosted on G2.com.

Primarily content, some minor adjustments possible. Review collected by and hosted on G2.com.

What I like most about Custify is its powerful automation capabilities. What’s most helpful is the predictive analytics that help foresee customer churn. The upsides of using Custify include efficient task management, insightful customer success playbooks, and seamless integrations. Review collected by and hosted on G2.com.

Positive sentiment, minor tweaks desirable & auto-save function for notes Review collected by and hosted on G2.com.

I like the ability to set workflows (playbooks) to automize getting noticed and automize tasks. Review collected by and hosted on G2.com.

Overall, not much, but having more options regarding playbooks, eg. playbooks regarding healthscores could be nice. Review collected by and hosted on G2.com.

The most helpful is to have all data in one place. Many different integrations that are easy to set up without developer support. Custify just make things much easier - you do not have to remember about tens or hundreds of tasks - Custify will remind you what to do in a proper moment. It helps also to work based on the same standards and processes for defined client groups. You will just save your time thanks to automatic emails which can be sent to chosen companies or users. I am really happy that Custify is the only source of data about my clients and I do not have to check or join data from several Excel files. :D I use it every day. I also appreciate the support we received during implementation. We always received an answer for our requests and some features were added to the Custify tool. Review collected by and hosted on G2.com.

I tried to find something to write in this section but... I did not find even one small reason to dislike Custify. Review collected by and hosted on G2.com.

The most helpful aspect is the automated alerts for customer health changes. The upsides of using Custify are its intuitive user interface, powerful segmentation tools, and robust reporting capabilities. Review collected by and hosted on G2.com.

Positive overall, minor adjustments suggested. Review collected by and hosted on G2.com.

The Custify health scores have had the biggest impact on our CS team so far, allowing them to prioritise their time with the clients that need it most, and drill down into the stats to provide tailored advice on how to get more value!

The service we've received from the Custify team has also been fabulous from our first demo, righ through to now. They're lovely to work with, respond promptly and act on feedback quickly too! Review collected by and hosted on G2.com.

I don't enjoy the email flow through Custify, so often find myself using Gmail instead, and the UI in some places could be improved. Review collected by and hosted on G2.com.

Long list of integrations covering most of the systems we're working with. Very flexible to adapt to existing processes and make them more efficient with playbooks/ lifecycles. The Health Score feature has been a massive value add for us and it's flexible enough to support our outcome based customer health scoring which is quite complex. Can't fault the support we have received from Giorgiana and the team! Super responsive and always happy to answer questions, offer advice and come up with workarounds if needed. Review collected by and hosted on G2.com.

Technical implementation has required a lot of effort on our end. Complexity of the system means it takes quite a long time to really become proficient with all the features. The email modal needs improvement: we're still going back and forth between using Custify and our email provider. Custify can be a little bit unreliable at times with bugs and pulling updates from other systems can take quite long slwoing down our processes (e.g. new client setup) Review collected by and hosted on G2.com.

It keeps me very organized with all my clients who have a lot of info that needs to be stored. The notes, tasks, and communication aspects are all very helpful and easy to use. I use this platform every day and it makes it easy to find client info that I need. Review collected by and hosted on G2.com.

Sometimes an important task pulled from our backend software will appear a day late and be marked as overdue. I'm not sure if that is an issue on our end or Cusitfy's. Review collected by and hosted on G2.com.

High degree of flexibility and customization Review collected by and hosted on G2.com.

To find the best possible setup some time and iteration is needed. It's not an out of the box solution which works perfectly after 2 weeks Review collected by and hosted on G2.com.

Most helpful thing are the playbooks. Automations are simply neccesary when you have a large number of clients. Custify makes it easier to control the processes and make sure the clients have good health scores and are satisfied. It's great that it's east to integrate with different platforms - in our case Jira. I use the tool every day to check the current status of tasks. Review collected by and hosted on G2.com.

Would probably be easier to use if we had templates - ready to use and implement. Review collected by and hosted on G2.com.