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

Fast setup and very helpful staff

What do you like best? Implementing Custify was a breeze. We got the concierge package so assistance was provided at all steps. We never had a customer success product till now so having someone help us with KPIs, health scores and reports was awesome. The interface is very flexible once you learn it. Multiple integrations with detailed documentation. What do you dislike? UI is a bit complicated and there’s no dashboard to see all relevant data in one view. What problems ...

Love at First Sight

What do you like best? As of our 1st contact, MOST important for me was if their team is ready to do 2 important customizations for us, as we are not a huge company. They said yes without a blink. Their Onboarding was easy and in OUR own pace, really felt as VIP client as of start to finish. (although, we are not VIP) What do you dislike? Absolutely nothing, as love is blind. Joking a bit, but really nothing to dislike. Recommendations to others considering the product: Have ...

Very helpful automation tool for our sales and cs teams

What do you like best? Segmenting accounts is so much easier now. Our sales teams know who to call for an upsell and our cs teams know who is at risk of churn! Their support has been a Godsend. This was our first customer success solution, and they helped us set health scores, goals, segments and onboarded every one of our staff. What do you dislike? The interface isn't exactly easy and it is lacking some quick overview stats. It’s also quite difficult to set up. Without their support ...

Ambitious CS product with exceptional support

What do you like best? The tool has a lot of useful features and it’s very easy to use once you get used to it. Its UI is clean and fast. The main advantage though is the awesome customer support and onboarding they provide. Philipp has been awesome in training everyone and adapting certain features to our needs. The segmentation couple with tasks function really keeps me on a clear path. What do you dislike? Certain integrations or reports can only be done with their team’s help. ...

Custify is such a great tool for our customer success team

What do you like best? The multitude of features and its dedicated support sold it for us. Custify lets us configure and set things up in the exact way our unique flow needs. With customized segments and health scores for each plan we can see what’s going on with our users. We can target each of them using automated playbooks, saving our CS teams a lot of time. Philipp was very patient and walked us through all the steps. What do you dislike? Learning the complex UI takes some time. ...

Churn Killer - Retention Booster - Revenue Enhancer :-)

What do you like best? Custify is easy to use, it gives us all data we need to prevent churn What do you dislike? Nothing really.. I spent 5 minutes on this question, trying to figure out one bad thing, could not find it. Recommendations to others considering the product: Working with Custify is totally different than with any other company. They are incredible, responsive company with great understanding of our needs. What problems are you solving with the product? What ...

Goes above and beyond to get you the best insights

What do you like best? With Custify we can configure complex customer health scores to keep track of all our target KPIs. It’s fairly easy to configure and works great with segments and makes it quite easy for our team to track and find the best accounts to target. What do you dislike? Dashboard is so and so, and takes a bit to learn everything. But we get onboarding from their team for each member so that simplified this. Recommendations to others considering the product: ...

I believe I already recommended Custify to 2 or 3 of our partners.

What do you like best? I love the health score system, fully customizable easy to create and keep track of how our clients are doing. 360 view is great as well. I also have to give praise to Custify's great onboarding process, dedicated Slack channel where they answer all our questions very quickly. Everything we asked for to be developed was done very quickly! What do you dislike? Tasks not appointed to specific CSM, but it's being fixed next sprint from what I hear. Would love ...

Essential tool with great service

What do you like best? I really appreciate how easy to use Custify is. It gives each member of our staff a lot of freedom in the sense they don’t need developer or management help for getting segmented data, they can keep track of clients’ KPIs in real time with health scores and they get real time notifications on clients that are ready to be contacted for an upsell. What do you dislike? Learning to use and modify settings takes a bit but after their onboarding call it was not a ...

Solid tool, great segmentation

What do you like best? Custify adapts easily to our growing and complex data set. We’ve tripled in size in the past year and the tool hasn’t had any issues. It’s easy to track customers and set health scores based on the KPIs we measure. What do you dislike? Dashboard and setup seems a bit difficult but at least they provide onboarding and continuous support. Recommendations to others considering the product: Be patient with the learning process. Consider the setup and KPIs as ...