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

Practical and very helpful tool to both sales and support

What do you like best? For us, first and foremost, Custify solves an issue of client overview across our teams. We’ve integrated previously disconnected tools so now our teams not only get full info on our clients but also multiple outreach options and detailed customer health tracking. The automated playbook and alerts options save everyone a lot of time. What do you dislike? Integration took a bit of time and deciding on the right customer health scores was a process in itself ...

A simple and efficient way to manage customer relationships.

What do you like best? There are many features in Custify our team loves. The health scores are especially great for us since we tied them with alerts so we get notified on each new change. The segmentation and reports are also helpful - they keep our team on track with everything. Whenever we have any issue their customer support team is easy to reach and quick to reply. What do you dislike? The way the features are organized, how complicated adding a new health score can be. Not ...

Outstanding support and efficient service.

What do you like best? Custify allows us to automate our task creation and client management. Their health score system allows us to keep track of the user behavior that really matters to us at a glance. What do you dislike? Not much to dislike, really. Any time I find kinks in the workflow I voice my concerns and more often than not a change is made to enhance it. What problems are you solving with the product? What benefits have you realized? Our product has a high learning ...

Our customer success team’s favorite tool

What do you like best? The customer health tracking based on multiple KPIs along with the tasks and playbook automations give us a really comprehensive solution for customer success. There’s a lot of value added and probably our favorite feature is the health scores tied with alerts and tasks. This basically gives our cs team a roadmap of activities every day What do you dislike? Nothing yet. The team likes it. Setting new health scores is a bit complicated and we always end up ...

Helps us track and focus on Customer Health and Churn Reduction

What do you like best? At our company we have multiple tiers of clients with different levels of pricing along with different addons. So we need a custom approach to tracking customer health, churn and growth opportunities. Custify lets us do this. We set health scores for each plan. This way we see when a certain type of user is at risk of churn or if he reaches could be upsold to a different plan or addon. There are many features in Custify and this flexibility is why we use it daily. ...

Custify is a great product, and the implementation is simple.

What do you like best? Custify allows us to automatically target out-reach to our customer base based on actions (or inactions) taken by the users on our platform. This allows us to identify the people who are using our product but could be getting more out of it. The fact that Custify connects to Zapier is a huge up-side for us, it allows us to really have some fun with the automatic out-reach that we trigger based on metrics that we use Custify to identify. On top of that, George ...

Good product, fair price, fantastic customer service

What do you like best? Great UX, which makes it simple to use. Easy to integrate with other systems. What do you dislike? There isn't anything I dislike so, I don't have anything to say here What problems are you solving with the product? What benefits have you realized? It is a great product for those that want to be proactive. One can always stay up to date and keep track of the different relations the company has.

Great tool for customer overview and outreach automation

What do you like best? Our team works across multiple products keeping track of onboarding, client usage and various KPIs. The best value of Custify is its flexibility. I can use it as a PM tool to oversee app usage or onboarding bottlenecks but the rest of the team can use it for automated outreach campaigns or for general customer success activities. Overall it saves us a lot of time. What do you dislike? In the beginning, there’s a bit of a learning curve but as you start using ...

The tool we needed for customer success and outreach automation

What do you like best? It’s been very easy to create segments within our user base based on user plans and their respective KPIs. We were looking for a tool that could let us set different KPIs per user groups and automate emailing. Custify fit right into our plans and gave us a lot more ideas and options. We can set automated campaigns with emails, SMS and in-app notifications from their tool based on KPIs we set. What do you dislike? The UI isn’t great and setting up health ...

Custify is our CS team’s best tool yet

What do you like best? We love the health scores even though in our case these are specific to each client so we have quite a lot. The fact that we get a full view of a customer's interaction and activity. The alerts function also helps our team stay on top of any issues as soon as they happen. The flexibility we have to configure tracking for each client and adapt as our business grows and we add more features. What do you dislike? We don't have any section to get an ...