What is Custify?
Custify is a Customer Success Platform engineered for B2B SaaS companies. The platform centralizes data from multiple systems into an intuitive dashboard, highlighting key KPIs and customer health scores. From flagging at-risk accounts to automating workflows, Custify enables you to proactively manage customer relationships, reduce churn, and maximize lifetime value. Designed for scalability, it's a dynamic solution that evolves with your business needs, freeing your Customer Success Managers to focus on high-impact, strategic activities.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
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75 Likeliness to Recommend
95 Plan to Renew
1
Since last award
70 Satisfaction of Cost Relative to Value
1
Since last award
Emotional Footprint Overview
+87 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Custify?
Pros
- Appreciates Incumbent Status
- Helps Innovate
- Continually Improving Product
- Reliable
Emotional Footprint
How to Read
Positive
Neutral
Negative
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Feature Ratings
Onboarding Workflow Management
Onboarding Portal
Customer Scorecards
Onboarding Collateral Management
CRM Integration
Account Health Tracking
Reporting and Analytics
Surveys and Polling
Centralized Note Taking
Vendor Capability Ratings
Product Strategy and Rate of Improvement
Vendor Support
Business Value Created
Availability and Quality of Training
Ease of Implementation
Ease of Data Integration
Quality of Features
Usability and Intuitiveness
Breadth of Features
Ease of IT Administration
Ease of Customization
cover for SOCIAL
demo-1-Customer 363
demo-2.Customer health (1)
What is the Custify Portal and why every CS team should try it.
Why Customer 360 is essential for CS teams | Custify
Custify Reviews
Rutvik M.
- Role: Consultant
- Industry: Technology
- Involvement: End User of Application
Submitted Jul 2023
Helping me with everything related to clients
Likeliness to Recommend
What differentiates Custify from other similar products?
Custify differentiates itself with its customizable platform, advanced analytics, seamless integration, and exceptional customer support. It offers businesses the flexibility to adapt the software to their specific needs and processes. The robust analytics capabilities provide valuable insights for data-driven decision-making. Custify integrates smoothly with existing CRM systems, minimizing disruption. The dedicated support team ensures a smooth user experience and prompt assistance. In summary, Custify stands out for its customization, analytics, integration, and customer-centric approach.
What is your favorite aspect of this product?
Able to set automation and to track full onboarding, health score, and dashboard!
What do you dislike most about this product?
Need to have good email reminders and task it sucks :(
What recommendations would you give to someone considering this product?
Nothing comes to mind right now
Pros
- Fair
- Altruistic
- Helps Innovate
- Continually Improving Product
Stephney A.
- Role: Public Sector
- Industry: Retail
- Involvement: Business Leader or Manager
Submitted Mar 2023
Custify! Must have tool for business.
Likeliness to Recommend
What differentiates Custify from other similar products?
Custify offers a one-stop shop by giving customers access to all the information they require. I like how dashboards can be created using various data. It has many fantastic features, including the ability to create user health scores based on specific data, playbooks for automation, and extensive integration with tools like HubSpot, Intercom, Jira, Slack, Zapier, etc. An excellent tool overall for client success teams.
What is your favorite aspect of this product?
I find Custify to be very user-friendly. The software is very intuitive, and the learning slope is not too great. I quickly became familiar with all of Custify’s features and capabilities, as well as how they could help me. Additionally, Custify offers me strong insights that enable me to carry out my duties as successfully as feasible. I can fully comprehend my customer group and identify those who require particular outreach and touchpoints.
What do you dislike most about this product?
It isn’t much wrong with Custify and he only thing I would highlight is the potential for greater management. I would adore being able to handle my customers’ accounts more easily, including adding a default photo for them, being able to quickly delete employees from a business from the people tab, and having the option to select multiple notes at once to delete.
What recommendations would you give to someone considering this product?
Custify is simple to use and straightforward to get started with. The group responds quickly. It has everything a company could need to start putting together a fruitful customer success program. It is easy to use and offers you a lot of freedom and configuration control.
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Atul K.
- Role: Consultant
- Industry: Engineering
- Involvement: Business Leader or Manager
Submitted Mar 2023
Fantastic product!
Likeliness to Recommend
What differentiates Custify from other similar products?
Better than other product.
What is your favorite aspect of this product?
Customer Centric
What do you dislike most about this product?
None of the Product
What recommendations would you give to someone considering this product?
Customers
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing