Custify is a customer success platform designed for B2B SaaS businesses. It helps users better meet customers' needs, reduce churn and increase lifetime value. The user can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in its dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has…
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PG Forsta HX Platform
Score 8.0 out of 10
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The PG Forsta HX platform, the technology and research solution formed from the Forsta solution based on the combined (through merger) technology of Dapresy, Confirmit, and FocusVision, and later by the acquisition of Press Ganey in 2022, is a customer experience management solution featuring both forms and text analysis to understand the Voice of the Customer.
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Pricing
Custify
PG Forsta HX Platform
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Custify
PG Forsta HX Platform
Free Trial
No
No
Free/Freemium Version
No
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Premium Consulting/Integration Services
No
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Entry-level Setup Fee
No setup fee
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More Pricing Information
Community Pulse
Custify
PG Forsta HX Platform
Features
Custify
PG Forsta HX Platform
Security
Comparison of Security features of Product A and Product B
Custify
7.0
Ratings
24% below category average
PG Forsta HX Platform
-
Ratings
Role-based user permissions
7.00 Ratings
00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Custify
8.0
Ratings
8% below category average
PG Forsta HX Platform
-
Ratings
API
8.00 Ratings
00 Ratings
Integration with Salesforce.com
8.00 Ratings
00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Custify
9.0
Ratings
1% above category average
PG Forsta HX Platform
-
Ratings
Product usage
9.00 Ratings
00 Ratings
Help desk / support tickets
9.10 Ratings
00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Custify
8.3
Ratings
4% below category average
PG Forsta HX Platform
-
Ratings
NPS surveys
8.00 Ratings
00 Ratings
Sponsor tracking
8.00 Ratings
00 Ratings
Customer profiles
8.00 Ratings
00 Ratings
Automated workflow
9.00 Ratings
00 Ratings
Internal collaboration
7.00 Ratings
00 Ratings
Customer health scoring
9.00 Ratings
00 Ratings
Customer segmentation
9.00 Ratings
00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.
There are several new enhancements and features being added to the product on a regular basis, whether its new reporting tools, survey question types or something else, the products are always improving. They are also proactive when it comes to communicating issues, platform changes, downtimes (rare) which I have not seen from other vendors too often. Aside from the product which just works, the support team has to be one of their best assets in my opinion. Their support team know the product inside and out and can provide some creative solutions to achieve your goals. They are always available and offer 24x7 services for free which in many other companies is only available as an add-on cost for premium support.
360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
Getting multiple health scores and trends on one screen.
This is one of the few survey programs that let's you do almost anything you can imagine - complex logic, showcasing concept designs/videos, cluster analysis are a few of the uses we got out of this program.
Comprehensive data analysis and reporting options allowed us to fill just about any client request.
My biggest surprise was that we needed to dedicate more time than I thought at the beginning to learn the software more deeply. The interface is the easiest I've used, but there are just many possibilities this software opened up for us, and we wanted to make sure we're familiar with them.
The ability to repeat the same data export with the options you selected the first time would be good. There are a lot of options available for data exports and it can be challenging to remember exactly which options you picked should you want to put out the same options as a previous export.
Continue to improve functionality and speed. You are already the leader in my book. Don't fall behind. :)
Create more "Ready to use" questions like the Carousel for grid questions.
From my point of view Confirmit has been a key tool in our organization. Without it we can't deliver what we do at this moment. Confirmit has proved that is a reliable, stable and easy to use tool. The few issues we found (as far as I know) were sent to Confirmit support team and fix them. Patching the product has been done faster and without large downtime of the product
Overall a great tool with very useful features. It's UI seems a bit clunky and there is no full dashboard. Without these it takes a bit of work to find what you need and get an overview of current activity. Also, implementing everything takes a bit of work. I would recommend it to any saas that is serious about scaling and has a customer success dept
Confirmit is a very technical tool, it takes time for someone to get used to the interface, even when it could definitely be more intuitive or user friendly, this is part of Confirmit's strenghts that makes it one of the most robust data collection technologies out there.
I personally have never used their support but i know our business has had multiple calls with them and they have always been helpful. I would imagine they are helpful as they have always had responses for our questions and have never left us hanging. Highly rate their support team
The support team is responsive and I can tell that they are actually trying to help get to the heart of the issues before making us try every possible solution available. They ask the right questions and test things before coming back to us with proposals. I like the support team at Confirmit.
Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that hubspot cannot
While I was not responsible for the decision to utilize Confirmit I am certainly glad to be using it instead of Dimensions. The interface, coding language, and flexibility of Confirmit are all superior to Dimensions in my opinion. I only programmed average complexity surveys in Dimensions so it is possible that there is some feature or flexibility that I did not get to experience but from my use, Confirmit definitely comes out on top.
Connecting all these data points has been a game-changer. We're seeing higher conversions both from free trials and from starter plans to premium plans. We're now developing an upsell offering for our most premium plan and figuring out how to integrate it into Custify. We're ambitious and want to see what's possible to pull off.