Custify Reviews in June 2026: User Ratings, Pros & Cons

"We make more money with Custify, ROI has been excellent"

What do you like best about Custify? Custify has been a great investment across the board. Our customers are more pleased than ever with our work which only means that our revenues have gone up, and it’s all thanks to their awesome CS team. At our company we have depts worldwide and distributed across many projects but with the same clients. Our use case for such a tool was complex and it needed to match multiple dept needs and security concerns. What do you dislike about Custify? The ...

"Converting customers successfully with Custify"

What do you like best about Custify? Before using Custify, my conversion rate was average. Now I have more clients that go from trial to paid in a shorter period thanks to Custify's lifecycle tracking and automated playbooks. Their app provides me with information like what features they use most or when and where they get stuck. With this information, I can segment the clients into groups of users and create targeted campaigns that are also automated. What do you dislike about Custify? I ...

"Great support and fast implementation"

What do you like best about Custify? The possibility to do client segmentation in so many different ways is great. Saves the team a lot of work across many tools. Personally, I loved the easy implementation process. The guides I received were clear and the native integration options were sufficient for our needs. What do you dislike about Custify? Certain tracking features could be added and the interface feels clunky in some parts. But overall no issues so far. Recommendations to others ...

"Custify helps us understand and target our audience better"

What do you like best about Custify? Custify is of great help to me. I use it daily in my daily routine to check in on client segments and onboarding performence. With the help of Custify, I know precisely when my clients need extra features, and we can contact them ahead of time with automated playbooks with upgrade offers. It's not built for sales or marketing, but it works to solve some of our outreach requirements and keeps us in sync with the CS team activity. What do you dislike about ...

"Awesome CSM dedicated team"

What do you like best about Custify? Custify is the best software I've used for CS activity management and the first one that actually has all the client information in one place. Custify has a very nice knowledge base but the true advantage is the support team that's always just a few minutes away and almost always has insightful answers or advice. Now we know exactly which accounts are of maximum priority so this solves a lot time-consuming reporting. What do you dislike about ...

"Connecting every app we use was easier than expected"

What do you like best about Custify? Custify is simple at first look, but as we got into it we realized how complex everything could be. Implementation was easy at first, but we missed some KPIs we needed to track, and also, some changes in our stack required new implementation. Their team was amazing through this process. We had clear documentation and fast feedback from their devs. What do you dislike about Custify? Some visual bugs still appear on certain screens like reports or ...

"We can scale and have a better relationship with our clients"

What do you like best about Custify? The customer 360 view and the automation function are really the best features I use. The first allows me to see everything that a certain client does and understand their unique usage needs and the latter enables us to set custom playbooks with various upsell or churn prevention objectives. With Custify, tracking clients and their engagement with our product is so easy. What do you dislike about Custify? Integration and setting everything up took a bit ...

"Excellent Customer Success solution with an excellent Customer Success team"

What do you like best about Custify? Custify is quite capable yet very easy to implement. The solution allows seamless Salesforce integration that worked right out of the box, and the API allows for custom integration (e.g., product adoption and usage data). The Custify team was accessible and always ready to jump in to help answer questions, configure or ensure seamless integration. It's a perfect combination, and we are successfully adopting the platform now. What do you dislike about ...

"Seeing actual client usage and onboarding flow has become so much easier"

What do you like best about Custify? One of the best uses I have for Custify is reporting. So far, this app has allowed us to create usage reports any way I want. The custom dashboards really help us keep track of how each segment performs. Aside from this, with the help of the Custify team, I can access one big report which in the past would've taken me days to put together and check for any errors. What do you dislike about Custify? It’s a really complex tool that takes a bit of getting ...

"A great tool with many benefits for both our sales and cs departments"

What do you like best about Custify? Custify works great for us even though we implemented it as a cross-company tool for both customer success and sales. Since we started using it, the teams do their own reports and keep in sync on customer priorities. The trial to paid ratio has gone up and the teams scaled their workload to 20% more calls. What do you dislike about Custify? Integrating everything takes a bit of time. They gave us a detailed guide and documentation but still hoped to ...