# Custify Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Custify Software - reviews, pricing plans, popular comparisons to other Customer Success products and more. Source: https://www.capterra.com/p/190125/Custify --- # Custify Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Custify ## What is Custify? 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. ## What is Custify used for? [Customer Success](https://www.capterra.com/customer-success-software/)[Customer Satisfaction](https://www.capterra.com/customer-satisfaction-software/)[Customer Retention](https://www.capterra.com/customer-retention-software/) Overall rating Based on 122 user reviews Reviews sentiment Positive 99% Neutral 1% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Custify alternatives Highest Rated [4.8 (17)](https://www.capterra.com/p/10025816/Customerscore-io/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (458)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (4,076)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.7 (129)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/190125/Custify/alternatives/) ## Who uses Custify? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Task Management 4.8 (46) 82.61% of 46 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Reporting/Analytics 4.8 (45) 82.22% of 45 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Email Management 4.1 (42) 69.05% of 42 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Health Score 4.6 (28) 78.57% of 28 reviewers that rated this feature as important or highly important Calculate a company, client account or person's health via a scoring system Customer Management 4.7 (26) 84.62% of 26 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Customer Database 4.7 (18) 72.22% of 18 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Custify 66 features Informs of any account changes and notifications Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Allow customers to cancel their subscription remotely. Identify customers at risk of migration and activate strategies to retain them Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Survey designed the measure customer satisfaction with a product, service, and more Searchable repository of information about clients A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Access previous interactions or concerns to maintain customer relationships Visualize and analyze customer experience across all touchpoints and channels Store and organize information about customers and previous interactions Record customer information, purchase history, and other notes Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Plan, execute, and analyze email marketing campaigns Manage, store and organize emails within the system or via third-party apps Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Calculate a company, client account or person's health via a scoring system Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Communicate using messages within the system Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Calculate NPS of customers Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Streamlining repetitive tasks and activities through automated and predefined workflows Receive notification of issues as soon as they occur Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Automatically monitor and receive alerts for any new online reviews Search and filter data across systems to locate required information by entering keywords or certain criteria Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Track and interpret metrics on the usage of company resources Guide new users to understand and become proficient in using a product or service Interact with data visualization elements, such as charts and graphs, to drill down into data An extended application or connector that enables users to perform additional services with their current set of tools Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (122) 4.8 Based on 122 reviews ## Pricing Value for money 4.9 (116) ### Starting price Free trial not available Value for money 4.9 (116) 4.9 Based on 116 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[ Stripe](https://www.capterra.com/p/123889/Stripe/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (117) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (117) 5.0 Based on 117 reviews ## User reviews Overall rating 4.9 Based on 122 reviews Filter by rating 5(106) 4(15) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent MB Marcin B. Customer Success Manager Information Services ### "Still good, still doing it's job" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 19, 2026 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Deeksha K. Senior Customer Success Manager Staffing and Recruiting ### "Customer Success Made Proactive" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 27, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SG Sabari G. Event Success Manager Information Technology and Services ### "Great product for Customer Success teams " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 30, 2024 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PD Prakash D. Event Success Manager Computer Software ### "Product that actually makes your work life easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Kev R. Director of CS Computer Software ### "Great support from Custify" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 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. Alternatives considered [Planhat](https://www.capterra.com/p/149430/Planhat/) [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) Reasons for choosing Custify Flexibility in the product was key for us. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MY Maggie Y. Customer Success Manager E-Learning ### "Affordable platform to support your CSMs" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 13, 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. Switched from [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) It didn't provide any health scoring or segmentation options to meet our needs. Alternatives considered [ChurnZero](https://www.capterra.com/p/157980/ChurnZero/) [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [Totango](https://www.capterra.com/p/222281/Totango/) Reasons for choosing Custify It was the cheapest. They were the most responsive and had the best customer support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT Ryan T. Senior Sales executive Computer Software ### "Easy to use and a massive help. " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 11, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kelly H. Customer Success Manager Information Technology and Services ### "Great customer management platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 15, 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 Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Unsure - i was not in the business at the time Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JK Jace K. Senior Customer Success Manager Computer Software ### "Very good CS tool for everyday client management" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 26, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Anna S. Customer Success Manager Information Technology and Services ### "Easy to use and support is great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/190125/Custify/reviews/) Popular comparisons [LiveAgent vs Custify](https://www.capterra.com/compare/102188-190125/LiveAgent-vs-Custify)[monday CRM vs Custify](https://www.capterra.com/compare/190125-245800/Custify-vs-Monday-CRM)[Zendesk Suite vs Custify](https://www.capterra.com/compare/164283-190125/Zendesk-vs-Custify)[ChurnZero vs Custify](https://www.capterra.com/compare/157980-190125/ChurnZero-vs-Custify) [Rocketlane vs Custify](https://www.capterra.com/compare/190125-232772/Custify-vs-Rocketlane)[Zoho Desk vs Custify](https://www.capterra.com/compare/169505-190125/Zoho-Desk-vs-Custify)[Pipefy vs Custify](https://www.capterra.com/compare/144848-190125/Pipefy-vs-Custify)[TeamSupport vs Custify](https://www.capterra.com/compare/87908-190125/TeamSupport-vs-Custify)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)