Custify

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

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.

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.

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.

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

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.

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!

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.