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

Awesome user data and automation options

What do you like best? We have a freemium business with multiple upsell options. Measuring user KPIs and determining the best touchpoints to contact them with offers or onboarding help is a major feature for us. The data for this helps us optimize and improve our approach. What do you dislike? No global revenue dashboard. Please add this. Recommendations to others considering the product: Spend some time learning its features, and listen to the training from their concierge ...

Easy to integrate solution. Helped us improve retention

What do you like best? How easy it's been to integrate with the rest of our product stack, so actions we take in Custify can be done right there on the platform, even though other applications do the actual work, like sending the automatic email or SMS sequences we set in Custify according to segments and journeys and then also see the data from their impact. What do you dislike? Integration was ok, but the initial setup was kinda slow. No big deal, though, because we ended up with a ...

Good software that helped us understand our user onboarding

What do you like best? I was worried that automation would hurt the experience our premium accounts usually get from the company, but it turned out to actually improve it. First, they get exactly the tutorials they need when they need them, based on what they're doing with the product, so they don't need to reach out to us to ask. This saves us time and keeps them in the app. Second, we set milestones that trigger automatic task creation for our CSMs to get in touch with certain accounts ...

I didn't even know what I am missing

What do you like best? To be honest I like everything. The most amazing thing is that I get answers to questions I didn't know I had. I can understand my customers so much better now and I can automate entire message sequences based on the customer journeys, milestone or trigger points. What I especially like is that I can automate task creation. Makes my work proactive. What do you dislike? For now I haven't found anything to dislike. I have found myself staying late at the office ...

Simplifies and automates my work

What do you like best? How the software assigns work for my team on its own. It does it based on milestones in the customer journey that we've defined, of course – it's not random. Our product has varied usage due to periodic needs so the fact that Custify can handle our case makes it ideal. What do you dislike? I didn't find anything I really dislike. Recommendations to others considering the product: Don’t worry about getting extra work load. If you set it up right and tweak ...

We searched and we found

What do you like best? Custify is bringing the best of Trello in terms of task management, and combines it with dream features for customer success managers. We now can easily see what our clients do with our product, we see the account health, account history and so on. What I like the most are the automatic messages to client segments throughout their journeys. Highly recommend. What do you dislike? Nothing, really. Although a global revenue dashboard would be nice. ...

A tool that was necessary and got us away from sheets

What do you like best? I feel like many products tell you that you can move away from spreadsheets, but many don't fully follow through on that promise. Custify does. I have access to so much data at a click of a button, that there's no way I do anything better, in a spreadsheet. And if that's not enough, then that data is accessible from so many places in the platform. It's not like in other platforms I tried, where you have to click on 50 things to get the data you need. It's very ...

A tool that saves us time and helps convert users

What do you like best? Being able to automate my messages to customers has been really good. But what's been really great is that we've been able to integrate tasks for our CSMs within these workflows. They're based on trigger points that notify the team it's time to call or reach out to customers to deal with specific issues. What do you dislike? I wasn't able to connect my CRM when I first started, but it was fixed a while ago, so it's not an issue anymore. Recommendations to ...

A tool we never knew we needed but now find essential

What do you like best? We've been able to identify certain features and stages in our product that customers routinely get stuck in or abandon. What do you dislike? I know it's common, but setup was a bit slower than ideal. Recommendations to others considering the product: Don't keep the insights you gain from this product in your department. Customer success needs to be an effort across the entire company. Do the reports and share the insights. Pushing everyone on the same ...

Easy to integrate and very intuitive design

What do you like best? Integrating with other software products has been one of the simplest experiences. We've integrated Custify with our website analytics, email software, CRM, helpdesk, billing software, you name it. Very easy and makes this platform very robust.It’s clear documentation and dedicated support saved our dev time many hours, giving us no headaches. What do you dislike? I don't really dislike anything anymore. I did have an issue with the CRM integration being missing ...