--- description: Review of Custify Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Custify | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [Custify](/software/148852/custify) # Custify Canonical: https://www.softwareadvice.co.uk/software/148852/custify Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/148852/custify?page=2) > Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain customers, reduce churn rate and improve revenue, contract renewals, product adoption and more. The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities. Custify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events. Custify supports integrations with various third-party applications like Slack and Segment via APIs. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures. > > Verdict: Rated **4.9/5** by 135 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 135 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Custify - **Location**: Bucurest, Romania - **Founded**: 2017 ## Commercial Context - **Pricing model**: Other - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - AI/Machine Learning - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - Alerts/Notifications - CRM - CSAT Survey Structure - Cancellation Management - Churn Management - Collaboration Tools - Communication Management - Configurable Workflow - Contact Management - Customer Data Management - Customer Database - Customer Engagement - Customer Experience Management - Customer History ## Integrations (22 total) - Chargebee - Freshdesk - Freshsales - Gmail - HappyFox Workflows - HubSpot CRM - Intercom - Microsoft 365 - Microsoft Outlook - Pipedrive - Recurly - RudderStack - Salesforce.org Nonprofit Cloud - Segment - Slack ... and 7 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) ## Related Categories - [Customer Satisfaction Software](https://www.softwareadvice.co.uk/directory/4627/customer-satisfaction/software) - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) - [Customer Retention Software](https://www.softwareadvice.co.uk/directory/4619/customer-retention/software) ## Alternatives 1. [LiveAgent](https://www.softwareadvice.co.uk/software/109980/liveagent) — 4.7/5 (1787 reviews) 2. [Skalin](https://www.softwareadvice.co.uk/software/322799/skalin) — 4.9/5 (55 reviews) 3. [monday CRM](https://www.softwareadvice.co.uk/software/348745/monday-sales-crm) — 4.7/5 (466 reviews) 4. [Customerscore.io](https://www.softwareadvice.co.uk/software/524566/Customerscore-io) — 4.8/5 (17 reviews) 5. [Zendesk Suite](https://www.softwareadvice.co.uk/software/26892/zendesk-talk) — 4.4/5 (4090 reviews) ## Reviews ### "Still good, still doing it's job" — 4.0/5 > **Marcin** | *19 March 2026* | Information Services | Recommendation rating: 8.0/10 > > **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. ----- ### "Affordable platform to support your CSMs" — 4.0/5 > **Maggie** | *13 December 2024* | E-Learning | Recommendation rating: 7.0/10 > > **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. > > 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. ----- ### "Very Useful Software\!" — 4.0/5 > **Jesse** | *1 June 2023* | Computer Software | Recommendation rating: 6.0/10 > > **Pros**: I really like the ability to create saved views to categorize our customers into different groups. The playbooks are really useful as well. As a software engineer, I use the playbooks to trigger an AWS Lambda function to run custom code I have written. > > **Cons**: As a software engineer, I use API endpoints frequently. I noticed that historical metrics are viewable on the custify customer page. I have tried to use the API to pull these historical timeseries values, but was informed that this endpoint was an undocumented endpoint so I wasn't able to use it like I wanted. ----- ### "Great customer management platform" — 4.0/5 > **Kelly** | *15 November 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **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 > > 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. ----- ### "Great tool to streamline CS processes and measure customer health" — 4.0/5 > **Elena** | *25 July 2024* | Information Technology & Services | Recommendation rating: 8.0/10 > > **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. > > 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\! ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/148852/custify?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/148852/custify) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data