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In this review, I’m going to share my analysis and evaluation from my hands-on experience with Custify. But first, if you’re just beginning your search for the best customer success tools, check out my picks for the best customer success software. You probably already know that Custify is among the most popular customer success tools out there, but you need to better understand what’s good (and not so good) about it.

This in-depth Custify review will walk you through the tool's pros and cons, features and functionality, and more to help guide you to better understand its capabilities and its suitability for your needs.

Custify software review, a screenshot of the tool's dashboard
I like how Custify's custom dashboards, pictured here, allow users to analyze customer churn, track expansion revenue, understand trial conversion rates, and visualize customer health.

Custify Product Overview

Custify streamlines customer success operations by delivering actionable in-product usage insights, enabling CS teams to boost customer satisfaction through targeted outreach and intervention strategies. It serves primarily B2B SaaS companies, arming them with a suite of tools for tracking KPIs, customer segmentation, product adoption, and identifying upsell opportunities. The platform benefits users by saving a lot of time through automated notifications and providing CSMs with the data they need to proactively address accounts at risk of churning.

Custify tackles pain points like lack of customer visibility, difficulty in tracking customer health, and challenges in managing personalized communication at scale. Its most compelling features include real-time dashboards, automated task workflows, detailed customer health scores, and rich insights generated from customer data, which are illustrated in intuitive screenshots for easy interpretation.


  • Personalization: Enables bespoke health scores. This means users can tailor customer health metrics to fit specific business needs, allowing for precise monitoring and interventions.
  • Automation: Offers workflow automation. This allows for the creation of triggers that automatically assign tasks or send communications based on customer behavior, saving time and ensuring timely engagement.
  • Analytics: Provides comprehensive analytics. With this, teams can access real-time data to make informed decisions, track customer trends, and anticipate needs for a more strategic approach to success.


  • Integration Complexity: This may present challenging integrations. This implies that integrating Custify with other systems can sometimes be complex and may require technical support, which could be a hurdle for some businesses.
  • Learning Curve: Involves a steep learning curve. New users might find the platform overwhelming initially, necessitating a period of adjustment and learning to fully utilize its capabilities.
  • Feature Richness: This could be excessive for small businesses. The extensive array of features, while beneficial for larger organizations, maybe more than what a small business needs, potentially complicating its customer success processes.

Expert Opinion

In my view, Custify stands out for its robust analytics and personalization capabilities, which are crucial for any SaaS company intent on fine-tuning customer success efforts. While its pricing and functionality align well with industry standards, the complexity of its interface and integration may pose challenges for some. It offers excellent support and a rich set of features, which can greatly benefit mid-size to large enterprises.

However, for smaller companies or those just starting, the extensive functionalities and onboarding process might seem daunting. Custify excels in environments that demand meticulous customer data tracking and high engagement levels, but may not be the best fit for businesses seeking a simple, plug-and-play solution.

Custify: The Bottom Line

Custify distinguishes itself through its personalized customer health scores that adapt to various business models, a feature not always available in similar platforms. Its ability to automate complex workflows tailored to customer behaviors sets it apart, providing a unique tool for SaaS companies to maintain a proactive stance in customer relations.

The real-time analytics and insights offered by Custify are especially noteworthy, enabling businesses to make data-driven decisions promptly. These features, when leveraged correctly, can not only streamline customer success processes but also significantly impact a company's ability to grow and retain its customer base.

Custify Deep Dive

Product Specifications

  1. Customer Data Platform - Yes
  2. Customer Health Scoring - Yes
  3. Automated Workflows - Yes
  4. Real-time Analytics - Yes
  5. Account Segmentation - Yes
  6. Revenue Tracking - Yes
  7. NPS and Customer Feedback - Yes
  8. Task Management - Yes
  9. Email Campaigns - Yes
  10. In-app Messaging - Yes
  11. Customer Lifecycle Tracking - Yes
  12. Customizable Reporting - Yes
  13. Early Warning System - Yes
  14. Role-based Access Control - Yes
  15. User Onboarding Guides - Yes
  16. CRM Integration - Yes
  17. Support Ticket Integration - Yes
  18. Churn Prediction - Yes
  19. Product Usage Tracking - Yes
  20. Renewal Management - Yes
  21. Playbooks - Yes
  22. Multi-channel Communication - Yes
  23. Customer Success Planning - Yes
  24. QBR Management - Yes
  25. Customer Training Events Tracking - Yes

Custify Feature Overview

  1. Customer Health Scoring: Custify allows users to configure custom health scores that reflect the unique needs and behaviors of their customers, enabling them to identify at-risk accounts promptly.
  2. Automated Workflows: With Custify, businesses can automate complex tasks and customer communications based on behavior, ensuring engagement happens at the right time without manual intervention.
  3. Real-time Analytics: The analytics suite in Custify offers real-time data and insights, helping teams to make immediate and data-driven decisions.
  4. Account Segmentation: Users can segment accounts based on various criteria, allowing for targeted and relevant interactions with each customer group.
  5. NPS and Customer Feedback: Custify integrates NPS scores and customer feedback mechanisms directly into the platform, centralizing the data for better analysis and action.
  6. Task Management: Custify features an integrated task management system, streamlining daily operations and ensuring that no customer need falls through the cracks.
  7. CRM Integration: The ability to integrate with existing CRM platforms means that users can synchronize customer data for a unified view of customer activities.
  8. Support Ticket Integration: Custify's integration with support ticket systems ensures customer success teams have visibility into customer issues and can coordinate follow-ups efficiently.
  9. Playbooks: The platform offers customizable playbooks, guiding customer success managers through best practices and ensuring consistent service.
  10. Renewal Management: Custify helps track renewal dates and opportunities, providing timely reminders and actions to retain customers.

Standout Functionality

  1. Personalized Customer Health Scores: Custify's ability to personalize health scores for individual business models is a standout feature that sets it apart from many other platforms that offer more generic scoring.
  2. Advanced Automation Capabilities: The level of automation within Custify, especially for task assignments and communication based on customer behavior, is more advanced than many other tools in the market.
  3. Playbooks and QBR Management: Custify's provision for detailed playbooks and Quarterly Business Review (QBR) management tools are unique offerings that foster structured and strategic customer success efforts.


Custify provides native integrations with popular CRM systems, support ticket platforms, marketing automation tools, and software development products to ensure workflow across different business functions. These integrations allow users to maintain a cohesive data environment and automate processes across platforms.

Custify also offers an API, allowing for further customization and integration with other systems as needed. Additionally, there are add-ons to extend the platform's capabilities, including user onboarding guides and in-app messaging, to enhance customer engagement and success.

Custify Pricing

Custom pricing upon request.

Ease of Use

Navigating Custify's extensive feature set and taking full advantage of its capabilities can initially present a challenge, reflecting a learning curve for new users. The interface, while powerful, involves complexity that requires a thorough onboarding process to ensure users are well-versed in utilizing the system effectively. Once accustomed, however, the organization and navigation of the tool are intuitive, allowing for efficient daily use.

Customer Support

Custify prides itself on offering robust customer support, with a range of resources including documentation, webinars, and tutorials. They provide live chat support and are generally responsive to customer inquiries and issues. However, some users may find the technical aspects of integration support lacking or may experience frustration if their particular issue requires a deep level of technical knowledge to resolve. Overall, the support infrastructure is solid, but the specialized nature of some inquiries could pose challenges.

Custify Use Case

Who Would Be A Good Fit For Custify?

Businesses that prioritize proactive customer success strategies would find Custify to be a fitting tool. Its robust feature set seems tailored for medium to large enterprises that manage a considerable volume of customer data and require sophisticated tools to monitor customer health, automate workflows, and maintain strong customer relationships. Loyal and avid customers of Custify tend to be from tech-forward industries such as SaaS, fintech, and e-commerce, where the ability to predict and mitigate churn is essential.

These industries benefit significantly from the integrations and real-time analytics offered by Custify. The tool is well-suited for companies with dedicated customer success teams of any size, as its scalability makes it a good match for growing companies that plan to expand their customer base over time.

Who Would Be A Bad Fit For Custify?

Small businesses or startups just beginning to structure their customer success processes might find Custify overwhelming and not aligned with their current needs due to its breadth of features and complexity. Companies looking for a simple, plug-and-play solution may become disappointed with the level of setup and customization required.

Furthermore, businesses outside of subscription-based models or those with less emphasis on long-term customer engagement may not find the full value in Custify's suite of features. It could be excessive for companies that do not have the resources to dedicate to a comprehensive customer success platform.

Custify FAQs

What is Custify?

Custify is a customer success software that provides tools for tracking, managing, and enhancing customer relationships.

Can Custify integrate with other software?

Yes, Custify offers integrations with various CRM, support, and marketing automation tools.

Does Custify offer a free trial?

For information about free trials, you would need to contact Custify directly as they may offer this on a case-by-case basis.

Can Custify help reduce customer churn?

Custify is designed to identify at-risk customers and automate engagement to help reduce churn.

Is there a minimum team size for using Custify effectively?

Custify is scalable, so it can be used effectively by teams of varying sizes.

Does Custify offer customer support?

Custify provides customer support through various channels including documentation, webinars, live chat, and tutorials.

How does Custify handle customer data privacy?

Custify complies with data privacy regulations, though you should consult with them for specifics regarding their data handling practices.

Is Custify suitable for any industry?

While versatile, Custify is most beneficial in industries where customer retention and lifetime value are critical, such as SaaS and e-commerce.

Alternatives to Custify

  • Gainsight: Opt for Gainsight if you're looking for industry-leading predictive analytics and customer health scoring capabilities.
  • Totango: Consider Totango if your focus is on a user-friendly interface and swift implementation.
  • ClientSuccess: ClientSuccess might be your choice for a more boutique experience with a strong emphasis on relationship management.

Custify Company Overview & History

Custify caters to businesses seeking to streamline and optimize their customer success operations. The tool is widely used by SaaS companies, reflecting its specialization in managing recurring customer relationships. It is a privately held company, focused on providing solutions that enhance customer retention and reduce churn.

The company operates under a mission to enable businesses to maintain meaningful, growing relationships with their customers. Since its inception, Custify has reached several milestones, including significant product updates, expanding its client base, and forming strategic partnerships.


In summary, Custify stands out in the realm of customer success software for its comprehensive features that serve well-established businesses in subscription-based industries. It offers a range of capabilities from customer health scoring to in-depth analytics and automation. However, its complexity may not be ideal for smaller teams or businesses that are new to customer success strategies.

For those who find Custify to align with their needs, it promises a substantial platform to aid in reducing churn and increasing customer lifetime value. Readers who have used Custify are encouraged to share their experiences to help others make an informed decision.

Hannah Clark
By Hannah Clark

Hannah Clark is the Editor of The Product Manager. Following six years of experience in the tech industry, she pivoted into the content space where she's had the pleasure of working with some of the most brilliant voices in the product world. Driven by insatiable curiosity and a love of bringing people together, her mission is to foster a fun, vibrant, and inspiring community of product people.