What is Custify?
Pros from reviewers
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Task Management: Custify's task manager is a useful tool for managing teams and keeping them goal-oriented, enhancing team productivity and efficiency
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Increased Sales and Decreased Churn: Implementing workflows in Custify has led to an increase in product adoption, upsells, and cross-sells, and a decrease in churn, making it a valuable tool for boosting business performance
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Customizable Workflows and Automation: Custify offers customizable workflows for different customer segments and automation features, allowing for a more personalized and efficient customer management process
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Comprehensive Customer Overview: With multiple health scores and trends visible on one screen, Custify provides a comprehensive overview of customer health, enabling businesses to quickly identify and address any issues
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Exceptional Customer Service: Custify's customer service is responsive and detailed, providing useful solutions and quick resolution of any issues, ensuring a smooth user experience.
Cons from reviewers
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Limited documentation for API endpoints: While Custify offers a range of API endpoints, some users have found that not all of these are adequately documented. This can make it difficult to fully utilize the software's capabilities, particularly for tasks such as pulling historical timeseries values.
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Challenging implementation process: Some users have reported that the implementation of Custify can be somewhat challenging. While the software is user-friendly, it is also more powerful than it first appears, which can make the initial setup process more time-consuming than expected.
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Occasional bugs: Some users have reported encountering bugs while using Custify. While these issues were generally resolved quickly, they can still cause temporary disruptions to workflow.
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Lack of a single comprehensive dashboard: Some users have reported that Custify does not offer a single dashboard or report that consolidates all statistics in one place. This can make it more difficult to get a comprehensive overview of customer data.
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Limited activity tracking and analytics: While Custify offers a range of features, some users have found that its activity tracking and analytics capabilities could be improved. This could potentially limit the insights that can be gained from the software.
Main features
Starting Price
Free Plan
In-app messaging
Actionable insights
Automated workflows
Customer health scores
Customer segmentation
Starting Price
N/A
Free Plan
No
In-app messaging
Actionable insights
Automated workflows
Customer health scores
Customer segmentation
How Custify compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Custify best for according to our reviewers?
Operations Teams: These teams can use Custify to enhance daily operations and customer overviews. The software provides quick customer health overviews and automates previously manual tasks, although improvements could be made in activity tracking and analytics
Sales and Marketing Teams: These teams can use Custify to manage customers at different stages of their lifecycles and automate check-ins and important touch-points. The software provides vital insights into customers and allows for the automation of various tasks based on significant customer milestones
Small Businesses: Small businesses can benefit from Custify's automation features, comprehensive customer 360 view, and supportive team. The software can help identify when a user is at the end of their trial or when to upsell or upgrade, saving time and resources.
Customer Success Managers: These professionals can leverage Custify's customizable workflows and automation features to increase product adoption, upsells, and cross-sells. The software also provides multiple health scores and trends on one screen, aiding in customer management
Software Engineers: Engineers can utilize Custify's API endpoints and playbooks to trigger custom code, offering a more tailored experience. However, some endpoints may be undocumented, requiring additional exploration
Custify Reviews
4.8
Custify rating
4.8
Ease of use
4.8
Customer service
4.9
Value for money
4.8
Likelihood to recommend
4.9
Features
18 Custify Reviews
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Cynthia C
Custify: Empowering Data Analysts with Actionable Customer Insights
As a data analyst, I am impressed by the depth of analytics provided by Custify. It helps us understand our customers better and derive actionable insights from our data
August 5, 2024
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Wiley
Game-Changing Automation with Custify Software
As a member of a small team, any task that can be automated is a time-saver, allowing us to focus more on our clients. Custify offers unique features that no other software does. They have a supportive team, a comprehensive customer 360 view for quick access to all information, and overall, it's an excellent product. The ability to use an automated process to identify when a user is at the end of their trial or when to upsell or upgrade is a significant advantage. Receiving urgent alerts and tasks early in the morning, automatically assigned, without having to manually search for the information in different apps, is another huge benefit. While it may seem costly initially, it ultimately saves a lot of money, especially when implemented correctly.
July 27, 2024
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Samantha Williams
Custify: Enhancing Support Agent Efficiency with Complete Customer Journey Insights
As a support agent, I love how Custify provides a complete view of the customer journey. It helps me understand the context of each support request, enabling me to provide more personalized support
July 22, 2024
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Tyler
Doubled Upselling Rates with Custify Installation
I use Custify daily for reporting and targeting clients. It's an amazing tool that gives me a complete 360 view of the customer, consolidating all the information I need in one place, which used to require multiple apps. I can easily set my segments based on any metric or health score and create a custom playbook for specific client types. I get alerts when a trial is about to end or when a client has reached their plan limit, enabling me to reach out with a specific offer to upgrade or upsell. Initially, setting up Custify required help from their team, but everything became straightforward afterward. I haven't run into any major problems. I chose Custify for its user-friendliness and easy-to-use dashboard.
July 16, 2024
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Susan
Effective Feedback Collection: Empowering Product Development with Custify
As a product manager, I find the feedback collection feature of Custify to be very useful. It helps us understand what our customers like and dislike about our product, guiding our product development efforts
July 8, 2024
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Mary
Supportive Team and Superior Onboarding with Custify
So far, my experience with Custify has been excellent. I appreciate the software and their support team. My team no longer wastes time checking multiple tools and we can quickly identify if any customer is at risk of churn. I would recommend Custify to anyone seeking a more comprehensive customer service solution. We have various pricing plans and each customer's value varies based on the number of users and features required. Therefore, a software to track and assign custom health scores to each customer was crucial and Custify has helped us address this. We also have all customer information in one place from all tools, saving everyone time, particularly during client calls. The implementation was also straightforward with their assistance. The only drawback is the lack of a single report or dashboard to view all statistics in one place. I chose Custify for an improved customer experience.
July 1, 2024
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Randy G
Seamless Integration, Exceptional Value
I am highly impressed with Custify. I find their team to be professional and knowledgeable, saving both my developers and customer service team a lot of time. We have just completed the concierge onboarding and are extremely satisfied with the assistance we received. The team at Custify ensured everything was set up correctly, integrated properly, and even provided innovative ideas for better results. As a small company, this level of support is greatly appreciated. We are just starting to use the software and are open to reaching out to the company if any issues arise, as we have found them to be very responsive to questions.
June 24, 2024
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Steven G
Streamlining Customer Management and Workflow Automation with Custify
Custify has proven to be an exceptional tool for multiple departments in our company. It has provided us with vital insights into our customers and allowed us to automate various tasks based on significant customer milestones. It has been excellent for managing customers at different stages of their lifecycles and has been beneficial in establishing key workflows to automate check-ins and important touch-points. The customer service is exceptional. We have been working with a representative who is very responsive and detailed in her responses. It's comforting to know we have someone who understands our business and provides useful solutions. We've come across a few bugs, but they were addressed and resolved relatively quickly.
June 17, 2024
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Richard F
Essential Asset for Any Business: Custify
I use Custify daily and find it an excellent tool for improving our customer experience by alerting us and enabling us to create engagement flows. Sometimes, creating certain conditions requires team assistance, which isn't ideal. However, the team is great at responding and resolving these issues.
June 8, 2024
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Janet Rodriguez
Custify: Enhancing Churn Risk Identification and Customer Retention Strategies
As an operations manager, I appreciate how Custify helps us identify churn risks. This has enabled us to implement timely retention strategies and improve our customer retention rate
June 3, 2024
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Marie Smith
Benefits of Custify's Task Management for Project Managers
As a project manager, I find the task management feature of Custify to be extremely beneficial. It helps me keep track of all customer-related tasks and ensures nothing falls through the cracks
May 28, 2024
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Marilyn D
Enhancing Targeted Marketing with Custify's Customer Segmentation
As a marketing professional, I appreciate how Custify allows us to segment our customers based on their behavior. This has significantly improved the effectiveness of our targeted marketing campaigns
May 19, 2024
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Judy R
Custify's Robust Reporting for Data-Driven Decisions
As a business owner, I am impressed by the robust reporting capabilities of Custify. It provides clear visibility into our customer base, helping us make data-driven decisions
May 13, 2024
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Nathan A
Highly Recommended: Custify, a Game-Changer for Daily Operations
My overall experience with Custify has been positive. It has enhanced our daily operations and customer overview, and we're eager to keep using it for more customer behavior insights. Custify's interface is simple and meets most of our needs, especially in providing quick customer health overviews and automating previously manual tasks. However, it could improve in activity tracking and dashboards/analytics, and its implementation was somewhat challenging. We selected Custify for its price, functionality, and interface.
May 4, 2024
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Logan E
Custify: Streamlining Sales with Real-Time Customer Insights
As a sales executive, I appreciate how Custify seamlessly integrates with our CRM system, providing real-time insights into customer behavior and helping us identify upselling opportunities
April 30, 2024
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Arthur Martinez
Highly Beneficial Tool!
I value the ability to create saved views in Custify to categorize our customers into different groups. I find the playbooks very helpful as they enable me to trigger an AWS Lambda function to run my custom code. As a software engineer, I frequently use API endpoints. I observed that historical metrics can be seen on the Custify customer page. I tried to use the API to pull these historical timeseries values, but found out that this endpoint was undocumented, which hindered me from using it as I planned.
April 22, 2024
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George Rodriguez
Efficient Customer Interaction Tracking with Automated Alerts
its intuitive interface and comprehensive features make it easy for me to track customer interactions and monitor their product usage. The automated alerts are particularly useful, allowing me to proactively address potential issues before they escalate
April 16, 2024
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Edward Smith
Custify: An Invaluable Tool for Customer Success Managers
As a customer success manager, I find Custify to be an invaluable tool in managing my client portfolio
April 16, 2024
