Custify Reviews in May 2025: User Ratings, Pros & Cons

"Understanding our clients has allowed us to become proactive"

What do you like best about Custify? The thing I like the most about Custify is the 360 customer view. It allows me and my team to keep track of a client or view his entire history. After we solve an issue, we can see in the 360 dashboard if the problem persists and if the client's feature usage increases. This is one of the best things about Custify - contextual visibility. What do you dislike about Custify? At first, you get the impression it’s not that UX friendly. Recommendations to ...

"A fantastic team behind an awesome CS tool"

What do you like best about Custify? The part that gets me overly excited is having all the information I need on one screen without needing to navigate back and forth between multiple tabs. I can view the entire lifecycle of a customer, and this saves me at least one hour per day. I can invest that hour in building meaningful relations with our customers. What do you dislike about Custify? It would be nice to see more examples of playbooks and learn what other Custify customers have set up ...

"The Lifecycle Tracking feature is a great help"

What do you like best about Custify? We can set health scores and alerts in any way that works for us and that is a plus over the previous method we used. Being able to see what features work best for each client through the 360 customer view is something any saas team should have. It just makes it so much easier to segment and track NPS for every feature our clients use. What do you dislike about Custify? We haven’t been using it for too long but so far the only trouble I had with Custify ...

"Onboarding went up since we got Custify"

What do you like best about Custify? Custify is a very handy tool. I know it was not designed for the Sales dept, but we use a lot of the same features as CS. With Custify’s help, I am able to see all the steps a client takes from the moment they create the account. I know if they’ve done the onboarding and what features they use more, or how often they use our software. Based on this information, I can create custom packages to try and convert a client from trial to paid or to upsell ...

"Customer Success operations running smoothly"

What do you like best about Custify? In my personal experience with the tool, what I like the most is how easy it is to segment customers by various criteria and decide on action paths for each segment. Also, the responsiveness of their team. They are open to receive feedback, and the product is constantly updating to reflect such requests. The ease of use for CSMs, the increased visibility into tasks, the easy to build targeted and segmented lists based on product usage have made our team ...

"Customer Success functionality with accurate reports"

What do you like best about Custify? Our reports are finally accurate with data from across our tool stack. Now we can keep track of our clients’ insights which makes it so much easier to anticipate when and what kind of feature upgrade they could use. The automated playbooks are also great because we can link our tools and do complex outreach. What do you dislike about Custify? I would say that maybe the only downside is that it’s not easy to setup, and some features are quite complex to ...

"Custify in a nutshell: An awesome team behind a powerful tool!"

What do you like best about Custify? The team behind the tool is simply outstanding. You feel you gained a real business partner from the first moment you interact with them, from the very first sales conversation. During the concierge onboarding, the Custify team showed us what was actually possible, we designed new workflows, we automated everything and now at a glance, I can see every customer from those at risk of churn to those eligible for upselling. What do you dislike about ...

"Great tool for customer onboarding and tracking customer health!"

What do you like best about Custify? The team at Custify was really supportive in showing how to implement and strategize our customer onboarding and health tracking. The system's UI is easy to use and the concierge onboarding was really powerful in enabling us! What do you dislike about Custify? As all software, it is always lacking a couple of elements but the team was very receptive to our feedback. For non-technical individuals, it can be hard to set up. What problems is Custify solving ...

"Easy tool we use for segmentation and onboarding optimization"

What do you like best about Custify? I can better organize my day because of Custify. I know which are my tasks and what is the priority, to which customers do I have to talk. I have the piece of mind that I do not forget about important things because everything I have to know is in Custify. I am no longer spending time updating several excel sheets and building reports for my manager it is so easy. What do you dislike about Custify? I cannot say there is something I do not like about ...

"A valuable tool for managing large volumes of clients"

What do you like best about Custify? Custify provides us with an easy-to-use platform that allows us to manage and maintain large volumes of clients effectively. I love the simplicity that comes from creating segments, playbooks, and lifecycles. These tools allow our team to streamline many of our more tedious tasks and better serve our clients through data and by pushing task notifications automatically to Slack. For example, we previously needed to set up routine check-ups to make sure ...