Rating
4.9
122 reviews
Categories
3
Founded
2017
Employees
47
Custifys Customer Success Platform is designed for B2B SaaS businesses and enables them to reduce their churn and increase Customer Lifetime Value. Aside from in-product usage insights, it also gathers data from various systems like CRM, support or billing automatically and presents all relevant customer success KPIs and client interactions in an easy to understand dashboard. For low-touch workflows, it has a sophisticated automation engine built-in as well.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
6,110
Organic visits / mo
5,649
SEMrush reports no paid spend for this domain, but Google confirms 2 ad creatives- a paid channel SEMrush's panel misses.
Creatives run
2
as Custify SRL
Active now
2
last 14 days
Advertising since
Apr 2026
1 mo running
Last seen
today
still active
The shared messaging across Customer Success Platform advertisers - the validated angles to copy. See the niche →
(122 reviews)
Pros: Clear and transparent dashboard. After getting used to it feels lightweight (in a good sense) and does not overwhelm user with the amount of modules thrown at you.
Cons: Having to log-in to Custify often. I think I have to do it every week when I start the work. It requires additional authentication. More customization of email notifications would be useful.
Marcin B. · Customer Success Manager · Information Services · March 19, 2026
Pros: What I liked most about Custify is how it centralizes customer data and makes it genuinely actionable. The health score framework, playbooks, and automation help CSMs stay proactive instead of reactive, while the intuitive UI makes it easy to onboard both new and experienced team members.
Cons: Initial setup can be time-consuming, particularly when defining health scores and playbooks from scratch. That said, once everything is set up, the day-to-day usage is smooth and efficient.
Deeksha K. · Senior Customer Success Manager · Staffing and Recruiting · February 27, 2026
| Category | Page | Rank | Placement |
|---|---|---|---|
| Customer Retention | 1 | 3 | Ad |
Domain confidence 100%
Great experience overall, it’s a must need tool for customer success team
Pros: Communication tracking, Account health score, easy to use
Cons: Nothing that I can think of, everything works well
Sabari G. · Event Success Manager · Information Technology and Services · December 30, 2024
Loving using it. No complains with it so far.
Pros: The ease of use and Access to all information under one roof is a big boon
Cons: There's nothing to dislike. Looking forward to more updates and enhancements
Prakash D. · Event Success Manager · Computer Software · December 19, 2024
Brilliant. We've used Custify for 3 years and the support we receive is top class. Lots of product updates too, so the platform is constantly evolving with us and our needs.
Pros: Flexibility in the platform. Our CSM is super knowledgeable.
Cons: Only thing I'd say is because it so powerful, the possibilities are endless, so working out how implement an idea can sometimes take a little while to figure out.
Kev R. · Director of CS · Computer Software · December 16, 2024
Overall I feel like it's a good product for the price point and I can see that they are continually working to improve. They are very receptive to customer feedback.
Pros: Great customer support. Team is always available with a quick answer and it's easy to find a time to meet. Custify's playbooks have streamlined my workflow.
Cons: The UX is a bit clunky, not always intuitive. Often what would be a simple task in another platform takes multiple clicks, or transferring between windows to complete which slows me down.
Maggie Y. · Customer Success Manager · E-Learning · December 13, 2024
Happy with everything so far and looking forward to what's to come.
Pros: Easy to use and really helps automate the Sales & CS flows.
Cons: Some of the integrations or functions may be missing, but the team is happy to listen to our needs.
Ryan T. · Senior Sales executive · Computer Software · December 11, 2024
Overall a really good system, does a lot of things all in one place and new features are being developed consistently. Great support team when needed.
Pros: Lots of great features such as health scores and playbooks to save time
Cons: Sometimes we have issues with emails not sending / delayed sends
Kelly H. · Customer Success Manager · Information Technology and Services · November 15, 2024
Pros: I really like the fact that it gives me everything I need to see about my clients, their health score, and also my performance on my Dashboard. The dashboard itself is really visual, which I appreciate. I think the support you get is very good though, every issue we raise is dealt with, or responded to in very good time.
Cons: The emails can be hit and miss. I sometimes just use my Gmail because there have been inconsistent delays.
Jace K. · Senior Customer Success Manager · Computer Software · July 26, 2024
Really good! Because the support is great if there's any issues that come up we geta response super quick
Pros: The support has been fantastic and [sensitive content hidden] and the tech support are always quick to respond. It's an easy to use platform as well.
Cons: None that comes to mind at the moment, everythings good!
Anna S. · Customer Success Manager · Information Technology and Services · July 26, 2024
Our overall experience has been very positive. The platform is extremely flexible and there rarely is a case of "not possible". I'd say the system needs someone tech savvy enough with time to dedicate to setting it up and maintaining / updating it on a regular basis in order to make the most of it. But if you do have that, it is a very impactful system to have!
Pros: Long list of integrations covering most of the systems we're working with. Very flexible to adapt to existing processes and make them more efficient with playbooks/ lifecycles. The Health Score feature has been a massive value add for us and it's flexible enough to support our outcome based customer health scoring which is quite complex. Can't fault the support we have received from [sensitive content hidden] and the team! Super responsive and always happy to answer questions, offer advice and come up with workarounds if needed. We have also seen many of our feature and improvement requests/ suggestions materialise which is fantastic. The recent updates to the task manager have been a game changer and the team at Custify is working hard on providing regular quality of life improvements!
Cons: Technical implementation has required a lot of effort on our end. Complexity of the system means it takes quite a long time to really become proficient with all the features. The administration of the system is quite time consuming, but this is also due to the fact that we're using it a lot and try to get the most from the system.
Elena M. · CSM · Information Technology and Services · July 25, 2024
Pros: First of all their Customer Success Manager is of the charts. They are really thinking with you to what problems you want to fix within your own CS strategy. It's literally my bible. It's the first thing that I open & the last thing that I close. It really helped us in getting into a revenue mindset which is really great because we closed more revenue than our Sales department. It helped us to Scale our digital motion which was critical.
Cons: Are you crazy? There is nothing I dislike about Custify
Stijn S. · Head of Customer Success · Writing and Editing · July 16, 2024
It's a lovely experience to work with Custify. It's clear what you need to do in the tool and their support and customer success is incredible.
Pros: That the results are directly visible. We have implemented Custify and we immediately saw that customer success managers had more time to spend on strategic calls with customers instead of spending a lot of time on admin things. Next to that we are able to spot churn risks way earlier which resulted in negative churn after 6 months with Custify.
Cons: There is nothing in particular but one thing that they can do a bit better is the view. It looks very dry but that is not an issue as the product just does what it promises. Rather have a product that looks older but works then the other way around.
Thomas L. · Senior Customer Experience Manager · Information Technology and Services · July 16, 2024
Great team, mostly available when needed. Support is via Slack which can be good or bad. Ideally there would be a way to convert a Slack request to a ticket so it did not get lost (on either end).
Pros: Ability to consolidate events from all users at parent company level and then build dashboards such as DAU, MAU, Utilization, and more. We even collect events for certain operations that have failed and are able to add companies to a segment that our support team then works through to resolve the issues. In some cases we reach out to the customer before they even knew they had a problem.
Cons: Metrics and dashboards are not updated in real time, they are updated on schedules. If I'm building a dashboard and hit 'save' it sometimes takes 10 minutes or more for it to populate.
Chris C. · GM · Computer Software · July 12, 2024
Pros: enjoying the design, ease of use for my daily needs. rich with features that matter at my work
Cons: some of the offered features needs to be developed further. sometimes laggy when saving notes or tasks
Tom S. · csm · Information Technology and Services · July 12, 2024
Pros: Custify is very easy to use and has helped drastically with onboarding new customers and retaining existing customers.
Cons: The way our subscriptions are setup causes some issues with health scores if there are multiple subscriptions for the same customer.
Justine B. · Head of Sales and CS · Computer Software · July 12, 2024
Overall, this has been excellent. I really get a lot out of using the platform overall.
Pros: I particularly love using the health scores to anaylse my client's health and see which ones may be at risk. This is such a strong indicator for us. They are also very customisable depending on your product which is great. The support at Custify is excellent. Issues are addressed quickly and they really seem to take client feedback on board.
Cons: I find that the email modal is probably the bit I like the least. This has improved a lot but there are still a couple of issues with the UI, and with emails becoming stuck in pending.
Joel C. · Customer Success Manager · Information Technology and Services · July 12, 2024
Its been brilliant for us, and still we are only just scratching the surface. The product is great, the business is great and the support is great. My advice to anyone looking at CS software (and we looked at LOTS) I would say do your homework, have a clear plan on what it is exactly you want to prioritise and achieve using that CS software and stick to it. Then, pick Custify and get going.
Pros: It is so flexible. Once you get your head around how you can use the calculated metrics and segments to really control any activities you want to plan with our customer its such a powerful tool. The support we have received from Custify and in particular Giorgiana is incredible. ALWAYS there, on hand to help us if we have questions or need advice. They listen. We recommended a few improvements on calls with them during our time so far and they take note, pass them on and then in future releases you see some of your suggestions being included - its brilliant.
Cons: There is a lengthy setup process. To really get the full benefit of Custify you need to have it integrating with your systems. They have inbuilt integrations with some CRMs and accounting software but if you want it to connect with your software too you have to be prepared to invest time and resource into developing that integration.
Alex B. · Managing Director · Information Technology and Services · June 13, 2024
Pros: $8e
Cons: It would be great if there was an easier way to share knowledge about Custify with teammates. As an admin, I sometimes feel my site knowledge is siloed in me and I need to document processes outside of Custify to make them repeatable for other teammates. This can make it more difficult for team members to adopt the product or use it to its full functionality. It may be valuable to build that documentation/knowledge sharing capability into the product itself.
G G. · CSM · Computer Software · May 17, 2024
Custify has been a gamechanger for us. We're on track to reduce churn by 45% in our first year and Custify has played a major part in this. The team are brilliant, we're well supported and Custify has been a huge success for us.
Pros: We implemented Custify moving from our old system of managing customer data in Hubspot and spreadsheets. Custify has a great integration with Hubspot, and other tools we use including G-Suite, Pendo and our helpdesk solution. It's got a great UI, which has helped CSM adoption and is very configurable and powerful. It's automation, AI, task management and lifecycle features are all really good.
Cons: The way Custify handles recurring and non-recurring revenue is improving all the time. It's OK today, and I'm looking forward to more improvements that will take this to the top tier. Since we implemented there have already been a number of enhancements delivered which is very positive.
Ryan O. · VP, Client Services · E-Learning · May 16, 2024
Great, very helpful and skilled CS team. The product is reliable. Improvement suggestions are implemented very fast
Pros: High degree of flexibility and customization
Cons: To find the best possible setup some time and iteration is needed. It's not an out of the box solution which works perfectly after 2 weeks
Johannes D. · Head of Customer Success · Computer Software · May 3, 2024
Overall, I'm pleased. I get really important insights from custify which I have come to rely on. I believe in their product development efforts as a company - they are so prolific and the scope of features they are releasing regularly really blows me away. I will be sticking around to work through getting my team more fully adopted and working through the other kinks.
Pros: I really do love Custify. It's a tool with great depth of functionality and it's fairly consistent across it's platform. I really enjoy the level of configuration you have in the tool and more so, the ease of filtering, tagging, segmenting, developing health scores,integration etc. I have very limited access to our tech team and so they did only the minimal integration between our product and custify. [When I consider some of our issues with adoption, it's likely due to how the integration was architected and tradeoffs we made.]. Given that, I set up everything else. I really rely on the insights that I can get about customers' use of our system and the alerting it does for us regarding when usage dips or increases. Playbooks are really helpful and user friendly.
Cons: The UI - it's hard to make sense of everything. I don't enjoy how the UI is organized on the company 360 with each type of record ordered by group. I would prefer to be able to switch to see a time-based view. Additionally, as we add to the metrics we watch for customers, it will need some revisiting bc the right hand column gets very long. I've had a hard time getting CSMs to fully transition to using Custify - this is due to an integration issue between Hubspot, our product and Custify related to having users that can be users of multiple customers' sites. Lastly, we have uncovered some issues that have made the finance reports unusable for us.
Nicole R. · Chief Customer Officer · Computer Software · March 19, 2024
Overall, we are totally happy with the team, the software and our future with the software.
Pros: One of the things that impressed me the most about Custify was the entire team behind this company. Custify offers similar features that are available out there in the market, but the way the customer success team and sales have been with our team is exceptional. They have worked with us to implement a solution that has been a bit of a pain for us due to so many systems that we are managing in-house (Hubspot, Zapier, AWS, etc.) Custify allows us to track trends and behaviors that we only suspected due to limited view caused by several platforms we used to manage our customers. Custify has allowed us to see our impact in real-time and empowered us to make better data-driven decisions.
Cons: There are still areas of opportunity that I see the team building on, which makes me so hopeful for the future. Areas of opportunity, such as not being able to set up lifecycles at people level are one of these areas but every time we have faced something that is unique to how we operate and not something that particularly can be done out of the box with custify, the customer success team over in Custify has been phenomenal in helping us navigate a solution that can help us achieve our end goal.
Isaac E. · Customer Relationship Manager · Program Development · March 15, 2024
Overall, I liked the team that I was working with. The CSM was quite attentive. Besides that, it’s a good tool to track general usage and customer insights. It saved me a lot of time in finding customer information.
Pros: I liked the company 360 view a lot and use it often. It saved me a lot of time finding the right information and data while communicating with customers.
Cons: In my opinion, Segment integration could be a bit better.
Ezgi A. · Customer Success Manager · Information Technology and Services · March 14, 2024
I'm really happy that finally there is a product catered to CSM, so we are not left with a CRM focused on the sales cycle. Besides the basic CRM functionality finally the success metrics, and customer health is the top priority.
Pros: I really like the mission of Custify and that they cater the product towards CSM and customers over leads and sales. This is visible in all small aspects of the product which is really helpful for al teams after customer acquisition.
Cons: I miss a certain level of automation while using Custify, and it was a bit hard in the onboarding to find the perfect way to use the platform. I see the potential in Custify, but certain features are not there yet.
Júlia K. · customer Success Manager · Information Technology and Services · March 8, 2024
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