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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UserTesting
Score 8.0 out of 10
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UserTesting helps UX researchers, designers, product teams, and marketers gather actionable insights through research, testing, and feedback. With a network of real people ready to share their perspectives, UserTesting enables organizations to make customer-first decisions at scale.
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.
When working with general market customers. For example, a person between the ages of 30 and 60 who has a checking account and a mortgage with their primary bank, as long as they don't get too specific about a particular bank.
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.
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.
I'm actually trying to get a license for my current job at my current company (recently moved to a new company). I gave it this rating because I am about to go to our executive to ask that we purchase it! I know that there will be value because we are forecasting a high volume of research next year
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
It can be difficult to organize our tests and go back and find information. I think the AI tools are helping and will help with this, but for now it is time consuming to sort through all of the tests and information and then synthesize it and share it with others. It just takes a lot of time.
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
I've used the "power hour," as I think it's called. This really helped me gain a greater understanding of my specific needs and wants from the platform. This excellent service points to the excellent relationship UserTesting provides its clients. I would recommend this service to any of my colleagues.
From a technical perspective, the implementation was extremely smooth. Most of the change management / implementation hurdles were clearing use of the tool through our various security, legal, and information privacy teams. Once these concerns were addressed (UserTesting.com was very helpful in providing all the needed documentation), the implementation process was very simple and we were able to get going right away.
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
UserTesting is probably the most polished with the largest tester pool, fastest turnaround, and great tools for both moderated and unmoderated tests. Userlytics is a solid alternative, especially for the budget-conscious. It supports usability testing on lots of devices, and you can do both moderated and unmoderated sessions. The UI isn’t as seamless as UserTesting’s, but it gets the job done and it's pretty flexible in terms of study setup and participant targeting. Trymata is the most basic, but it’s relatively straightforward and affordable. You still get session recordings and written responses, but lacks dashboard polish or advanced features. It’s great for smaller teams or one-off tests.
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.
We can build tests and gather the insights from those tests to validate our products at a breakneck pace.
By quickly validating our assumptions, we can adjust or refine our designs to ensure the final results are more user-focused.
Recently, by testing and comparing two different flows for a form, we were able to create the right solution that gave us better leads compared to the former form. This results in better leads, better data about the user, and better support at the end for this user.
