--- description: Review of Custify Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Custify | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [Custify](/software/148852/custify) # Custify Canonical: https://www.softwareadvice.ie/software/148852/custify Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/148852/custify?page=2) > Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain customers, reduce churn rate and improve revenue, contract renewals, product adoption and more. The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities. Custify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events. Custify supports integrations with various third-party applications like Slack and Segment via APIs. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures. > > Verdict: Rated **4.9/5** by 122 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 122 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Custify - **Location**: Bucurest, Romania - **Founded**: 2017 ## Commercial Context - **Pricing model**: Other - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - AI/Machine Learning - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - Alerts/Notifications - CRM - CSAT Survey Structure - Cancellation Management - Churn Management - Collaboration Tools - Communication Management - Configurable Workflow - Contact Management - Customer Data Management - Customer Database - Customer Engagement - Customer Experience Management - Customer History ## Integrations (22 total) - Chargebee - Freshdesk - Freshsales - Gmail - HappyFox Workflows - HubSpot CRM - Intercom - Microsoft 365 - Microsoft Outlook - Pipedrive - Recurly - RudderStack - Salesforce.org Nonprofit Cloud - Segment - Slack ... and 7 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Customer Success Software](https://www.softwareadvice.ie/directory/4628/customer-success/software) ## Related Categories - [Customer Satisfaction Software](https://www.softwareadvice.ie/directory/4627/customer-satisfaction/software) - [Customer Success Software](https://www.softwareadvice.ie/directory/4628/customer-success/software) - [Customer Retention Software](https://www.softwareadvice.ie/directory/4619/customer-retention/software) ## Alternatives 1. 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More customization of email notifications would be useful. ----- ### "Custify Review" — 4.0/5 > **Chris** | *12 July 2024* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Ability to consolidate events from all users at parent company level and then build dashboards such as DAU, MAU, Utilization, and more. We even collect events for certain operations that have failed and are able to add companies to a segment that our support team then works through to resolve the issues. In some cases we reach out to the customer before they even knew they had a problem. > > **Cons**: Metrics and dashboards are not updated in real time, they are updated on schedules. If I'm building a dashboard and hit 'save' it sometimes takes 10 minutes or more for it to populate. > > Great team, mostly available when needed. Support is via Slack which can be good or bad. Ideally there would be a way to convert a Slack request to a ticket so it did not get lost (on either end). ----- ### "Very Useful Software\!" — 4.0/5 > **Jesse** | *1 June 2023* | Computer Software | Recommendation rating: 6.0/10 > > **Pros**: I really like the ability to create saved views to categorize our customers into different groups. The playbooks are really useful as well. As a software engineer, I use the playbooks to trigger an AWS Lambda function to run custom code I have written. > > **Cons**: As a software engineer, I use API endpoints frequently. I noticed that historical metrics are viewable on the custify customer page. I have tried to use the API to pull these historical timeseries values, but was informed that this endpoint was an undocumented endpoint so I wasn't able to use it like I wanted. ----- ### "Custify has been a gamechanger for us" — 5.0/5 > **Ryan** | *16 May 2024* | E-Learning | Recommendation rating: 10.0/10 > > **Pros**: We implemented Custify moving from our old system of managing customer data in Hubspot and spreadsheets. Custify has a great integration with Hubspot, and other tools we use including G-Suite, Pendo and our helpdesk solution. It's got a great UI, which has helped CSM adoption and is very configurable and powerful. It's automation, AI, task management and lifecycle features are all really good. > > **Cons**: The way Custify handles recurring and non-recurring revenue is improving all the time. It's OK today, and I'm looking forward to more improvements that will take this to the top tier. Since we implemented there have already been a number of enhancements delivered which is very positive. > > Custify has been a gamechanger for us. We're on track to reduce churn by 45% in our first year and Custify has played a major part in this. The team are brilliant, we're well supported and Custify has been a huge success for us. ----- ### "A great tool with surprising depth and prolific product development" — 4.0/5 > **Nicole** | *19 March 2024* | Computer Software | Recommendation rating: 7.0/10 > > **Pros**: I really do love Custify. It's a tool with great depth of functionality and it's fairly consistent across it's platform. I really enjoy the level of configuration you have in the tool and more so, the ease of filtering, tagging, segmenting, developing health scores,integration etc. I have very limited access to our tech team and so they did only the minimal integration between our product and custify. \[When I consider some of our issues with adoption, it's likely due to how the integration was architected and tradeoffs we made.\]. Given that, I set up everything else. I really rely on the insights that I can get about customers' use of our system and the alerting it does for us regarding when usage dips or increases. Playbooks are really helpful and user friendly. > > **Cons**: The UI - it's hard to make sense of everything. I don't enjoy how the UI is organized on the company 360 with each type of record ordered by group. I would prefer to be able to switch to see a time-based view. Additionally, as we add to the metrics we watch for customers, it will need some revisiting bc the right hand column gets very long. I've had a hard time getting CSMs to fully transition to using Custify - this is due to an integration issue between Hubspot, our product and Custify related to having users that can be users of multiple customers' sites. Lastly, we have uncovered some issues that have made the finance reports unusable for us. > > Overall, I'm pleased. I get really important insights from custify which I have come to rely on. I believe in their product development efforts as a company - they are so prolific and the scope of features they are releasing regularly really blows me away. I will be sticking around to work through getting my team more fully adopted and working through the other kinks. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/148852/custify?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/148852/custify) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data