Custify Pros and Cons

Custify has been such a fantastic tool for our team—it’s incredibly user-friendly and didn’t take long at all to get the hang of. The platform’s clean and intuitive design makes it easy to navigate, and I really appreciate how simple the reports and dashboards are to read and interpret.

One of the standout features for me is the health scoring. It gives us clear, actionable insights into how our customers are doing, which helps us identify and address any potential issues before they become problems. It’s been a huge help in keeping our customers happy and engaged.

The playbooks have also been a game-changer. We’ve used them for everything from onboarding workflows to check-in reminders, and they’ve allowed us to scale our processes in ways that just weren’t possible before. It saves us so much time while ensuring no customer slips through the cracks.

Overall, Custify has made a noticeable difference in how we manage customer success. It’s streamlined our workflows, given us better visibility into our customers’ journeys, and helped us focus on what matters most—building strong relationships with our clients. Review collected by and hosted on G2.com.

Can’t say there’s anything I dislike about Custify—it’s been great overall! That said, I would really love to see a mobile app. It would be so helpful to check in on customers while on the go. It currently doesn’t adjust to smaller screen sizes, so a mobile version would make things much more convenient. Review collected by and hosted on G2.com.

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.

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.

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.

Setting up playbooks to automatically contact our users has been straightforward. Creating niche segments to pull customers and contact them with the correct information has also been extremely easy. Review collected by and hosted on G2.com.

Sometimes there is a lack of functionality, but the team is happy to listen to our needs and try to incorporate this into their roadmap.

While the playbooks are east to setup, as they grow, they can be quite hard to see and follow on-screen due to how they are displayed. Review collected by and hosted on G2.com.

Their customer portal is a game changer, it will make it easy for us to talk to the customer along with data for Quarter/half-yearly business reviews. Implementation of this tool for our large customer bases was easy and fast.

We are using this daily across our customer success team and auto trigger of tasks for individual CSM is very useful. Review collected by and hosted on G2.com.

Dashboards are not that advanced, they could have been visually better and easy to configure. Review collected by and hosted on G2.com.

Our teams use it to keep up on the status and details of our clients. I'm newer to the product with this new company but have really appreciated how easily I can see the details that matter and how quickly I can do a deep dive on details to prep for calls or QBR's. Review collected by and hosted on G2.com.

The only issue I have encountered is logging in at times. I'm a newer user with my company and its hard to remember which login is Microsoft and which is google and sometimes I get locked out not using the right SSO iitially becuse it defaults to the wrong one I chose initially EVEN if I use the "back to login" button. Review collected by and hosted on G2.com.

To handle multiple clients, impactful data insights with CTAs are a boon for customer success POD and that is something I love about Custify. Review collected by and hosted on G2.com.

Nothing as of now. Custify helps me a lot in managing my projects. Review collected by and hosted on G2.com.

As a marketer, it's an incredibly easy platform to navigate thanks to its simple UI. It's also quite powerful and acts as a source of truth for our platform usage as we have the integration switched on with Intercom. Review collected by and hosted on G2.com.

If I had to nit-pick, it would be that features/functionalities are sometimes hard to find as I'm not in here every day like our CS team is - it's probably a side effect of the minimalistic UI! Review collected by and hosted on G2.com.

As a company focused on delivering innovative learning solutions, we are always on the lookout for tools that can streamline our operations and enhance our customer experience. Custify has been a game-changer in this regard.

The platform's user-friendly interface and powerful features have allowed us to gain valuable insights into our customer base. By leveraging tools like Healthscore and NPS, we're able to proactively identify potential issues and take steps to improve customer satisfaction. Review collected by and hosted on G2.com.

There are some features (like logging specific customer interactions) that I wish were built-in to the platform rather than us having to generate oursevles. Review collected by and hosted on G2.com.