Custify Professional, Scientific, and Technical Services Reviews & Insights

Score9.9 out of 10

12 Reviews and Ratings

Community insights

TrustRadius Insights for Custify are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Well-organized and easy-to-navigate dashboards: Reviewers have praised the software for its well-organized analytics and customer properties dashboards, which are easy to navigate. This feature has been mentioned by several users as a standout aspect of the software.

Good automation features with integration capabilities: Many reviewers appreciate the software's good automation features and its ability to integrate with other tools. This functionality has been highlighted by multiple users as a key strength of the software.

360-degree view of customer accounts: Users have expressed satisfaction with the software's 360-degree view of customer accounts, which includes tracking health scores, usage trends, and adoption rates. Multiple reviewers have found this comprehensive view of customer data to be valuable in managing their relationships effectively.

Custify Reviews

4 Reviews

Professional, Scientific, and Technical ServicesInformation Technology & Services3Marketing & Advertising1

Great software for SaaS companies

Rating: 9 out of 10

Incentivized

August 6, 2020

Use Cases and Deployment Scope

Custify is definitely used by the whole organization, from sales to product development. The biggest problem we use Custify for is churn management. We love that we can create a segment and use those created segments to keep track of absolutely anything. We can now look at the health scores of the accounts, 360 customer views, create playbooks, and much more, all in one system.

Pros

Playbooks
Health scores
Lifecycle
Custom tracking

Cons

Reporting: in development.

Likelihood to Recommend

It's a well-rounded software. They are best suited for SAAS companies looking to improve their Customer Success and Support services. Implementation is easy enough and the onboarding process is very personal. Their support is great and they are very receptive of feature recommendations. All in all, a great service for any SAAS company.

Nemanja Klajic

Customer Success Lead in Product Management at Referrizer LLC (Marketing & Advertising, 51-200 employees)

Vetted Review

1 year of experience

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Great software that helped us automate and improve our conversion rates.

Rating: 10 out of 10

Incentivized

April 3, 2020

Use Cases and Deployment Scope

Greater efficiency both in serving clients and in our own CS operations. The software identifies trigger points and milestones customers go through, and it lets us know when to reach out to them. It also gives us a lot of data on how our users do in our software and helps us optimize our onboarding flow.

Pros

Well organized data.
Good automation features also used with integration with other software.

Cons

Global Revenue and a more simple dashboard.

Likelihood to Recommend

Making decisions on whether to upsell or cross-sell. Setting KPIs and optimizing on boarding flow by each step.

Maria-Mirabela Ganta

Marketing Coordinator in Marketing at Socialinsider (Information Technology & Services, 1-10 employees)

Vetted Review

1 year of experience

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Easy integration with great CSM value for those that are willing to use it

Rating: 10 out of 10

Incentivized

January 29, 2020

Use Cases and Deployment Scope

Integrates with all the tools we're already using. One of the fastest deployments I've seen. We imported our customers in 10 minutes. You can import anything from marketing data to billing information. It's a surprisingly robust product, and it gives you everything you need to make actual data-based decisions. I felt like we were partially working on guesswork before, and it drove me nuts, so I'm very pleased with this choice.

Pros

Fast integrations with practically every software you can think of.
So much data and it is so well organized. It’s easy to access exactly the data you need.

Cons

There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.

Likelihood to Recommend

From my point and my experience, I recommend this product to a team that's willing to spend time digging into data. This software makes it very easy, the easiest I've seen, but you've got to be willing to dig into what it offers you, and then you've got to be willing to take action with what you find.

Verified User

C-Level Executive in Information Technology (Information Technology & Services company, 1-10 employees)

Vetted Review

1 year of experience

A great software

Rating: 10 out of 10

Incentivized

October 7, 2019

Use Cases and Deployment Scope

Custify has been a key player in helping us reduce churn and increase upsells. But it all really started with their concierge onboarding. We got access to Philipp and Thomas, the founders, who talked to us about our goals and gave us fresh ideas we hadn't considered. Then, their team did most of the setting up and integration for us and helped our developers a lot with what was left.

Pros

They have the nicest, most professional team. They'll answer any question anyone on your team has.
The software is incredible! I haven't seen another platform with so much action-oriented customer data and task management options wrapped into one.

Cons

No cons from us. Everyone on the team is very happy we went with Custify.

Likelihood to Recommend

We like the flexible workflows you can customize by customer segment and the automation. You see multiple health scores, not to mention health trends, on one screen. The task manager helps you manage your team and keep them focused.

Răzvan Vișan

Co-founder & dev in Engineering at Socialinsider (Information Technology and Services, 1-10 employees)

Vetted Review

1 year of experience

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