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

Powerful tool that helps us keep our clients happy

What do you like best? The interface is easy to use and understand. It feels specifically built for our customer success efforts. I like the 360 customer view and the fact that it pulls in all email communication with the client. These really simplify everything and save a ton of time. What do you dislike? Activity dashboards or recent clients listings are not available. Would be nice. Recommendations to others considering the product: Custify is highly customizable and can ...

Excellent Tool for Customer Success

What do you like best? The ability to organize customers into segments, and create automated actions based on live updating information and health scores. It allows me to create a growth mindset knowing that I don't need to check up on clients individually and will be informed if action is needed. What do you dislike? Setup can be challenging, but the support team is excellent and helped us with our specific needs. What problems are you solving with the product? What benefits have ...

The Perfect Tool!

What do you like best? Custify has a great product, that is easy to use and has been so helpful for our company and they are great to work with! What do you dislike? We have not any issues, it is a great product and company. What problems are you solving with the product? What benefits have you realized? Custify has made it so easy to keep things organized and made our whole process more efficient.

The automation tool we needed

What do you like best? The integration with our existing support software along with our CRM gives us a full 360 view of our customers. I love the segmentation options and the health scores What do you dislike? No dashboard for overview of stats and I would like some emails with activity summaries Recommendations to others considering the product: Learning the ropes takes a bit and don’t hesitate to have the Custify team do a demo for you What problems are you solving with ...

Great Product at Fair Price

What do you like best? Has a great customer scoring model tool. What do you dislike? No major issues. We did a custom configuration that took a little work as expected and it went very smoothly. Recommendations to others considering the product: They really helped with some powerful custom configuration. If you're trying to do something custom just email their team and it seems they can always find a way to get it done. What problems are you solving with the product? What ...

Great CS tool - saves us so much time!

What do you like best? The automation features along with the customer health tracking save us so much time. We know who to call, when, what issues they're facing. Our efficiency has gone up by about 20%. Big shoutout to their account managers who helped us install and learn the app so fast. What do you dislike? A general dashboard with everything in one palace would help. Also generic review emails each month would be nice. Recommendations to others considering the product: ...

Unify your CX Org with Data Backed Insights!

What do you like best? The easiest solution for team collaboration. We utilize automation features and automatic task creation to keep a 360 view of our customers. What do you dislike? We're really big fans of Custify <3 Recommendations to others considering the product: Honestly the best team to work with - they truly care about making your deployment of Custify as successful as possible. What problems are you solving with the product? What benefits have you realized? ...

Must have CS tool with useful customer insights

What do you like best? The main point is that it helps us lower churn and automates most of our outreach. A really big plus is that I finally have a single place with all the info I need about our clients. What do you dislike? Not easy to learn on your own but the Custify team helped out with an onboarding call. Recommendations to others considering the product: If you’re looking for an easy customer success software, give Custify a shot. It works as said and their support is ...

A great tool that helps us automate

What do you like best? We can implement and measure our entire onboarding process through Custify. Meaning emails, sms, pop-up from different apps can now be done through one system, giving us way more flexibility and options in targeting. We are also able to measure each step and change accordingly. What do you dislike? Global dashboards would be a big help. Recommendations to others considering the product: Have Custify team members do onboarding for each new user. Saves a lot ...

Essential CS tool that helps us every day

What do you like best? Easy to implement with our tech stack thanks to clear documentation and concierge onboarding. We can now automate campaigns with emails, popups, sms and more. Its analytics is a great help also. We have now identified features our clients don't use and onboarding steps that are usually skipped. What do you dislike? Not much from my side. Setup and integration took some time. The concierge onboarding helped make a plan for this. Recommendations to others ...