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

"Great Tool for Client Services Team"

What do you like best about Custify? Very useful to guage how client relationships are tracking. I'm able to view all client details from the dashboard, save meeting notes, update client lifecycles and send emails directly from the dashboard. What do you dislike about Custify? Only thing that could be improved is an auto-save function for meeting notes What problems is Custify solving and how is that benefiting you? Ensures all client comms and details are stored in one please

"Reporting is more accurate and fast"

What do you like best about Custify? One thing I like most about Custify is that reporting is easy, and I can create my reports based on whatever criteria I choose. Custify allows us to integrate other tools, enabling complex segments and health score tracking. With Custify, I can target clients much easier during each phase of their journey, and I don’t spam those uninterested. For example, we target clients that need extra features and offer them the option to upgrade for a customized ...

"Customer Success on Steroids"

What do you like best about Custify? The easiness of use. It's very straight forward and is custimisable to your specific needs. Thes really helps to have your most needed metrics show on top if you want to get in touch with customers. What do you dislike about Custify? Nothing specific there were minor things but the success and support team is very reachable and most of our queries have been added as features since then as they update the platform very well to needs of CSM's. What ...

"The CS tool you need!"

What do you like best about Custify? Literally EVERYTHING! From their stellar onboarding, stellar support and the amazing features. They are a company that listens to their users and really take our opinions to make their product better. They don't only save me time, but it helps me reduce my churn, upsell my customers,... What do you dislike about Custify? Nothing. Literally nothing. They are the best tool on the market right now. What problems is Custify solving and how is that benefiting ...

"A very customer friendly CSM tool"

What do you like best about Custify? I like the easy to use interface. Many CSM features that you can leverage for your customers in order to be up to date with their healthcheck. What do you dislike about Custify? I would say that everything that was reported to the team as "need an enhacement" was sorted or added on the roadmap. Very professional approach. What problems is Custify solving and how is that benefiting you? Custify is solving my CS management needs, automations, notes, tasks ...

"Easy to setup and great insights"

What do you like best about Custify? Custify's intuitive interface and centralized customer data empower us to deliver personalized experiences and make informed decisions, leading to enhanced customer success. What do you dislike about Custify? Not all metrics can be done perfectly. In our case our weekly average usage metric which calculates the usage on a user base instead of an account base was not possible to do in custify yet. What problems is Custify solving and how is that ...

"Amazing Tool"

What do you like best about Custify? What I appreciate most about Custify is how easy it is to use. We had demos with all the big CSM software solutions, and Custify had the best UI and checked all the boxes we needed. What do you dislike about Custify? There's nothing to dislike! It does take some time to get set up, but our Custify onboarding and success team has been incredibly supportive. It can feel overwhelming at first, but their team is top notch. What problems is Custify solving ...

"Custify - A Perfect 10: Unlocking the Full Potential of Customer Success!"

What do you like best about Custify? I am pleased to provide my highest recommendation for Custify based on my experience with its exceptional features. As a Had of Sales, I have been using Custify for quite some time, and I can confidently say that it is one of the best tools available in the market for Customer Success Management. First and foremost, I must commend Custify for its remarkable flexibility, which enables users to tailor the tool to their specific needs. The tool is designed ...

"An Exceptional Customer Success Management Software"

What do you like best about Custify? Custify has a multitude of excellent features that help our business understand customer churn, retention, customer lifecycles, and identify upsell opportunities. The platform offers a comprehensive and user-friendly interface, which makes it easy to manage our customer success operations. The real-time customer data and analytics are particularly helpful in making data-driven decisions that ultimately benefit our customers and business. Additionally, ...

"A Great Solution for Customer Success"

What do you like best about Custify? Custify has proven to be an indispensable component of our customer success management strategy. The platform's intuitive interface and visually appealing design make it effortless to navigate and comprehend the data presented. The real-time dashboards and reporting functionality have significantly impacted our ability to swiftly identify trends, evaluate customer health, and pinpoint upsell opportunities that drive business growth. One of Custify's ...