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

"Managing customer success with automation"

What do you like best about Custify? Having all information in one place is essential for working with clients and being focused on them. Our entire portfolio is in Custify, making it easy to work with clients. This tool allows us to track customer satisfaction, and create dashboards, playbooks, and metrics based on our needs. It can be completely customized. What do you dislike about Custify? No dislikes. Their technical support team responds quickly to technical questions, and there is ...

"Valuable insight into our CSM journey"

What do you like best about Custify? With Custify, we can customize everything according to our needs and integrate our own product. It has a very intuitive user interface, and the team is very helpful. What do you dislike about Custify? Even though it is not available in other languages, it is a solid product that deserves to be recommended What problems is Custify solving and how is that benefiting you? With a tool designed to help CSMs conduct their daily work, it's great to be able to ...

"An essential tool for my daily workflow!"

What do you like best about Custify? Custify helps me easily keep track of meetings, tasks and notes for each of my clients so I can provide the best level of service. The digital record for each client is well-formatted, allowing me to see my notes, communications and tasks in one place. The tasks our organization has set up through Custify help ensure I am on track and engaging frequently with my clients. What do you dislike about Custify? There have been some formatting issues from time ...

"Your CS stack must include Custify"

What do you like best about Custify? It is user-friendly and brings important customer information in front of your relevant internal audience. Implementing Custify changed how my team works and how our relationships are managed. What do you dislike about Custify? There are no comments or additions I can make. The team is excellent, the CSM is helpful, and the dedicated slack channel is fantastic. What problems is Custify solving and how is that benefiting you? Previously, our data wasn't ...

"Perfect product for Customer Success teams"

What do you like best about Custify? My favorite part about custify is the ability to easily track health scores and create automated tasks for CSMs based on them. It really helps set up the right processes for our department. What do you dislike about Custify? There was a bit of a learning curve to understand all the options fully. What problems is Custify solving and how is that benefiting you? Personalize emails based on the customer's data, reduce customers from delinquently churning by ...

"Great platform, great service!"

What do you like best about Custify? Custify is easy to use, has great features, makes automating procedures super easy and extremely useful for recordkeeping. What do you dislike about Custify? In the few months I've been using Custify, I haven't found a single thing I don't like about it! What problems is Custify solving and how is that benefiting you? Custify is a great place to manage a client's account from start to finish, and keep all notes, task reminders and communication in the ...

"Flexible tool to surface data about our customers and act upon it"

What do you like best about Custify? Custify is a very flexible tool that gives insights about our customers and allows us to take action quickly. Data flows into Custify from our product and numerous 3rd party products in our tech stack, reducing the need for the CSM team to search through multiple tools to find what they need. Using that data, we've developed playbooks to automate many things, such as sending dynamically customized emails to customers, notifying CSMs when a customer has ...

"Great for business automations"

What do you like best about Custify? I like that Custify makes it very easy to find customer data. What do you dislike about Custify? Custify has a medium learning curve with acronyms that took me a bit to understand. What problems is Custify solving and how is that benefiting you? The company I work for uses Custify, and I use it to get data on customers because I'm in customer service.

"An effective tool to manage customer relationships"

What do you like best about Custify? Custify has proven to be a great tool for our customer service team. Our CSMs get a holistic 360-degree view of the customer and their interactions, as well as prompt and helpful support. What do you dislike about Custify? Nothing comes to mind. I could pinpoint a few small UI flows that could be better, but overall the experience was good. It was easy for us to invest in Custify because we knew they care about the quality and performance of the ...

"An effective tool to manage customer relationships"

What do you like best about Custify? Our enterprise business unit division relies on Custify as its single point of truth. Custify integrates with almost every key tool we use on a daily basis, enabling us to monitor the health of our customers and take proactive measures instead of reacting. What do you dislike about Custify? There really isn't much I dislike about it. What problems is Custify solving and how is that benefiting you? Custify has enabled us to consolidate all customer data ...