--- 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](/) > [Client Onboarding Software](/directory/4483/client-onboarding/software) > [Custify](/software/148852/custify) # Custify Canonical: https://www.softwareadvice.ie/software/148852/custify Page: 1 / 7\ 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 135 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 135 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 (21 total) - Chargebee - Freshdesk - Freshsales - Gmail - HappyFox Workflows - HubSpot CRM - Microsoft 365 - Microsoft Outlook - Pipedrive - Recurly - RudderStack - Salesforce Nonprofit Cloud - Segment - Slack - Stripe ... and 6 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Client Onboarding Software](https://www.softwareadvice.ie/directory/4483/client-onboarding/software) ## Related Categories - [Client Onboarding Software](https://www.softwareadvice.ie/directory/4483/client-onboarding/software) - [Product Analytics Software](https://www.softwareadvice.ie/directory/4437/product-analytics/software) - [Customer Data Platforms](https://www.softwareadvice.ie/directory/4718/customer-data-platform/software) - [Customer Journey Mapping Tools](https://www.softwareadvice.ie/directory/4004/journey-mapping/software) - [Digital Adoption Platforms](https://www.softwareadvice.ie/directory/4379/digital-adoption-platform/software) ## Alternatives 1. [LiveAgent](https://www.softwareadvice.ie/software/109980/liveagent) — 4.7/5 (1789 reviews) 2. [Skalin](https://www.softwareadvice.ie/software/322799/skalin) — 4.9/5 (55 reviews) 3. [monday CRM](https://www.softwareadvice.ie/software/348745/monday-sales-crm) — 4.7/5 (467 reviews) 4. [Customerscore.io](https://www.softwareadvice.ie/software/524566/Customerscore-io) — 4.8/5 (17 reviews) 5. [Zendesk Suite](https://www.softwareadvice.ie/software/26892/zendesk-talk) — 4.4/5 (4094 reviews) ## Reviews ### "Still good, still doing it's job" — 4.0/5 > **Marcin** | *19 March 2026* | Information Services | Recommendation rating: 8.0/10 > > **Pros**: Clear and transparent dashboard. After getting used to it feels lightweight (in a good sense) and does not overwhelm user with the amount of modules thrown at you. > > **Cons**: Having to log-in to Custify often. I think I have to do it every week when I start the work. It requires additional authentication. More customization of email notifications would be useful. ----- ### "Affordable platform to support your CSMs" — 4.0/5 > **Maggie** | *13 December 2024* | E-Learning | Recommendation rating: 7.0/10 > > **Pros**: Great customer support. Team is always available with a quick answer and it's easy to find a time to meet. Custify's playbooks have streamlined my workflow. > > **Cons**: The UX is a bit clunky, not always intuitive. Often what would be a simple task in another platform takes multiple clicks, or transferring between windows to complete which slows me down. > > Overall I feel like it's a good product for the price point and I can see that they are continually working to improve. They are very receptive to customer feedback. ----- ### "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. ----- ### "Tool to improve your customer satisfaction" — 5.0/5 > **Melissa** | *30 July 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: To know what customers think about my product and services, and help them to feel satisfied and reduce churn rate. > > **Cons**: It isn't easy to set up at first, but it becomes a great tool for obtaining relevant information that helps you improve. > > Very good, provide insight and metrics. Since we implemented the platform, our visibility and follow up into customer behavior has improved dramatically. ----- ### "Great customer management platform" — 4.0/5 > **Kelly** | *15 November 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: Lots of great features such as health scores and playbooks to save time > > **Cons**: Sometimes we have issues with emails not sending / delayed sends > > Overall a really good system, does a lot of things all in one place and new features are being developed consistently. Great support team when needed. ----- Page: 1 / 7\ 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