Custify
Product information
Reviews
4.0 out of 5 stars
Custify is best for mid market and SMB customer success teams who need to proactively manage customer health, automate onboarding, and reduce churn. It stands out for its intuitive UI, deep integrations with CRMs and support tools, and strong automation features, but may not be ideal if you require highly customizable reporting or advanced analytics. Compared to main competitors like Gainsight and ChurnZero, it’s better suited for teams that want fast setup and ease of use over enterprise-level complexity. If you’re dealing with scattered customer data and reactive churn management, this is probably the right tool. If not, you might want to explore alternatives like Gainsight or Totango.
Product options
Tool Details
- Gainsight
- ChurnZero
- Totango
- ClientSuccess
- Planhat
- Easy to set up and use
- Strong integrations with popular CRMs and support platforms
- Effective automation for customer success workflows
- Responsive customer support
- Good value for mid-sized teams
- Reporting and analytics are less customizable than some competitors
- Limited advanced features for large enterprises
- Smaller integration ecosystem compared to top-tier competitors
- Some learning curve for automation setup
Related Resources
How to automate churn risk alerts with custom triggers in Custify
Learn how to set up automated churn risk alerts in Custify using custom triggers. Get practical steps, honest tips, and avoid common pitfalls.
How to use Custify reports to measure customer success KPIs effectively
Learn how to actually use Custify reports to track customer success KPIs—clear steps, honest advice, and no-nonsense tips that work in the real world.
How to segment customers by lifecycle stage using Custify filters
Learn how to use Custify filters to segment customers by lifecycle stage, spot real opportunities, and skip the fluff. Practical, no-nonsense guide.
Comparing Top B2B Customer Success Platforms for GTM Teams and the Benefits of Choosing Custify
See how top B2B customer success platforms stack up for GTM teams, and find out why Custify might be the tool worth your attention.
Step by step guide to tracking customer health scores in Custify for B2B teams
Learn how B2B teams can set up, track, and actually use customer health scores in Custify—without getting lost in the noise.
How to leverage Custify integrations with Intercom for better customer engagement
Connect Custify and Intercom the right way. Real-world tips for using these tools together to actually improve customer engagement, not just measure it.
How to Evaluate Customer Success Software for B2B SaaS and Why Custify Stands Out
Get a no-nonsense guide to picking customer success software for B2B SaaS—and see why Custify deserves a spot on your shortlist.
How to set up automated customer onboarding workflows in Custify for SaaS companies
Learn how to build simple, effective automated onboarding workflows in Custify for SaaS. Step-by-step, with honest advice and real-world tips.
How to assign and track customer tasks and follow ups in Custify
A practical, step-by-step guide to assigning and tracking customer tasks and follow-ups in Custify—no fluff, just actionable advice.
How to create and manage playbooks in Custify for customer success managers
A practical, no-nonsense guide for customer success managers on building and running playbooks in Custify to drive actual results with less headache.
Best practices for integrating Custify with Salesforce for seamless data sync
Learn practical steps, honest tips, and common pitfalls for syncing Custify with Salesforce—no fluff, just what you need to know to get it working.
How to implement personalized email campaigns for onboarding in Custify
Learn how to set up personalized onboarding email campaigns in Custify with real-world tips, pitfalls to avoid, and step-by-step instructions.