--- title: "Custify Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Custify Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/190125/Custify/" page_type: "product" language: "en" --- # Custify Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/) Recognitions Shortlist Overall rating Based on 135 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... - Customer Success / 2025 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 (1,787)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (466)](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 (4,090)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/190125/Custify/alternatives/) ## FAQs about Custify Overview ### What problems does Custify solve? Custify solves fragmented customer data, manual outreach, and late detection of churn risk by combining health scores, lifecycle tracking, task automation, and a customer 360 view. Customer success, support, sales, and onboarding teams use it to spot low engagement early, personalize communication, manage more accounts, and reduce admin-heavy status chasing. Answer based on 101 reviews Overview ### Which roles and teams benefit most from Custify? Custify is most used by customer success teams, including managers, specialists, and department heads, who track account health, manage renewals, and automate customer outreach. Product and operations leaders use it to monitor adoption and improve processes, while founders and executives rely on portfolio visibility, retention insights, and growth forecasting. Answer based on 122 reviews Overview ### What company size and industries is Custify built for? Custify is built for small B2B SaaS companies, with 91% of reviewers from small businesses and 30% from computer software. It also serves information technology and services at 26% and marketing and advertising at 17%, with lighter use among enterprise and midsize firms. Commonly used for customer success. Answer based on 122 reviews Features and Usability ### What are the key features of Custify? Custify includes core customer success features like health scores, a customer 360 view, customer segmentation, and usage tracking. Differentiators include playbooks for workflow automation, alerts tied to KPIs or churn risk, and integrations with tools like HubSpot and Zapier to centralize data, onboarding, and outreach. Answer based on 60 reviews Limitations ### Does Custify have bugs or reliability issues? Custify works reliably for many teams, but some users still run into minor bugs, visual glitches, or occasional reporting issues. Customer success and support teams often describe problems as manageable rather than blocking, and they note that support responds quickly. Initial setup and navigation can also need extra help for some organizations. Answer based on 29 reviews Integrations ### Which third-party tools and platforms does Custify integrate with? Custify integrates with HubSpot CRM, Salesforce Sales Cloud, Salesforce Service Cloud, and Stripe, with catalog support for over 20 integrations overall. Additional connections include Slack, Intercom, Segment, and Zapier. These integrations cover CRM, support, billing, communication, and customer data workflows across common business systems. Answer based on 29 reviews Getting Started and Support ### What training and onboarding options does Custify offer? Custify provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided setup, webinars offer group instruction, documentation serves as written reference, and videos provide visual walkthroughs for self-paced learning. Answer based on 5 reviews Getting Started and Support ### What customer support options does Custify offer, and how do users rate the experience? Custify offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users generally describe support as quick, attentive, and helpful during onboarding, setup, and issue resolution. Some mention setup can take longer for complex use cases, and a few note occasional friction around communication flow. Answer based on 87 reviews Features and Usability ### How good are Custify health scores? Custify gives customer success teams flexible health scores that support proactive account management and daily prioritization. Many CSMs value custom scoring, alerts, segmentation, and the 360 customer view, especially across different plans. Setup can take time, though day-to-day use feels clear and practical once the framework is configured. Answer based on 41 reviews ## 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 AI summary Based on 667 Customer Success reviews Capterra data shows that buyers of customer success software rank the following features as their top priorities: - **Customer Management** (**57%** of reviewers rated this feature as critical) - **Health Score** (**47%**) - **Reporting/Analytics** (**46%**) Custify supports all three of the features reviewers rate highest: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses manage customer relationships, track account health, and monitor performance trends, allowing teams to spot risks early and make better retention decisions. Customer Management 4.7 (33) 87.88% of 33 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Health Score 4.6 (35) 82.86% of 35 reviewers that rated this feature as important or highly important Calculate a company, client account or person's health via a scoring system Reporting/Analytics 4.7 (47) 82.98% of 47 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Activity Tracking 4.5 (21) 71.43% of 21 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 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 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 Custify 66 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Cancellation Management: Allow customers to cancel their subscription remotely. - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CSAT Survey Structure: Survey designed the measure customer satisfaction with a product, service, and more - Customer Data Management: Searchable repository of information about clients - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Health Score: Calculate a company, client account or person's health via a scoring system - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Messaging: Communicate using messages within the system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - NPS of Customers: Calculate NPS of customers - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-time Alerts: Receive notification of issues as soon as they occur - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Review Monitoring: Automatically monitor and receive alerts for any new online reviews - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Onboarding: Guide new users to understand and become proficient in using a product or service - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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 (135) 4.8 Based on 135 reviews ## Pricing Value for money 4.9 (128) Value for money 4.9 (128) 4.9 Based on 128 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 (130) 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 (130) 5.0 Based on 130 reviews ## User reviews Overall rating 4.9 Based on 135 reviews Filter by rating 5(118) 4(16) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AS Alejandro S. Customer Success Specialist Information Services ### ""Easy, Intuitive Dashboard with Configurable Alerts and Customer Metrics"" 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 August 11, 2026 Overall, a positive experience. It helps anticipate potential customer conflicts before they occur.. Pros Easy to use and intuitive. Facilitates customer metrics and sends configurable alerts. Cons Setting up database connections is complex. However, once connected, the information is displayed correctly. 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. JM Juan Martin C. Consultant Hospital & Health Care ### " Improving the customer satisfaction" 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 8/10 August 11, 2026 Extraordinarily CS team that actually partnered up with us and helped grow the business. Also, we’ve integrated via API so we're sending events and attributes which allowed us to automate everything. Pros Great health scores and playbooks to save time. CSMs can set tasks and alerts based on health scores, and they no longer waste time looking for reports. Cons Sometimes we have issues with delayed email sends. Nothing so far. We'll review this with with every new use case. 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. Juan Manuel M. Responsable de Infraestructura Health, Wellness and Fitness ### "Clean, quick to deploy, good value for a mid-sized CS team" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 10, 2026 Good fit for a mid-sized CS team that has outgrown spreadsheets but doesn't need the cost or complexity of an enterprise suite. Deployment was quick and support has been responsive throughout. Pros Health scoring gives us one view of every account, which replaced our spreadsheet tracking. Playbooks assign onboarding and renewal tasks automatically, so the process is consistent across CSMs. The interface is clean and the team was productive in 4 weeks without long training. Cons Custom reporting is limited outside the standard dashboards, and the documentation is thin on advanced segmentation — a few configurations needed support instead of being self-service. 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. FV Franco V. Helpdesk Information Technology and Services ### "Great tool to avoid problems in the day to day" 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 August 10, 2026 We were asked to use it and before we noticed it had really made a impact in how we tackled work and cases. Pros It has helped us avoid problems with clients thanks to the data we could gather beforehand using Custify. Cons Nothing really remarkable difficulty-wise. Perhaps the learning curve at first but it's really intuitive after a couple of uses. 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. RL Rodrigo L. COO Information Technology and Services ### "Great tool for Customer success management helpful in reducing churn" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 10, 2026 Pros Tener todos la información de los clientes en el mismo lugar. Los health scores que permiten tener condensada mucha información. El soporte técnico que recibimos en la preventa y la gestión comercial previa a la compra. Cons Nos costó más de lo esperado hacer la primera integración con nuestros sistemas, pero una vez hecha la primera, pudimos avanzar más rápido Alternatives considered [Planhat](https://www.capterra.com/p/149430/Planhat/) Reasons for choosing Custify Technical support in the sales process and flexibility for pricing 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. BR Brian R. Technology Helpdesk Leader Computer Software ### "Excellent tool for customer management and their corporate health" 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 10/10 August 10, 2026 It greatly improved customer management, understanding their issues, and the overall health of each one regarding the system Pros Ease of use, the large amount of information in one place, and customer account information management. It is very easy to find patterns and anticipate events. Cons Better performance on filters. More and simpler integrations with other systems like MySQL. More surveys options. 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. SM Sebastian M. CTO Pharmaceuticals ### "A key tool for managing customer health" 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 August 7, 2026 Overall, our experience has been very positive. Custify has become a central tool for our Customer Success team, helping us prioritize accounts, catch risks early, and improve communication with customers. Custify's support team was responsive whenever we had questions or ran into technical issues. Pros Custify gave us complete visibility into our accounts' health in one place. The health scores and automated alerts let us get ahead of churn risks before they become real problems. The interface is intuitive, so our team got up to speed quickly without much training. I also love how easy it is to build playbooks and automate follow-up tasks, which saves us a ton of operational time. Cons The initial learning curve for setting up custom segments and attributes was a bit longer than expected, and a few integrations needed technical support to get working the way we wanted. It would be great to see more customization options in the out-of-the-box reports. 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. GT Gianpiero T. Customer Success Manager Pharmaceuticals ### "Excelente plataforma para gestionar el Customer Success" 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 August 6, 2026 Pros Poder tener todo centralizado en una única herramienta y la facilidad para configurar diferentes métricas que ayuden a conocer la salud de los clientes. Cons La configuración y conexión con diferentes sistemas al principio fue un poco compleja, luego se hizo más fácil. 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. TS Tahelys S. Customer Success Computer Software ### "Revoluciona la Gestión de Clientes con Custify" 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 July 31, 2026 Utilizo Custify para agilizar la toma de decisiones. Me permite centralizar puntos clave en un solo lugar y verificar el rendimiento mensual de cada cliente. Pros Me gusta que Custify permita centralizar puntos clave en un solo lugar, lo que ayuda a verificar el rendimiento mensual de manera eficiente. Cons Por el momento sin comentarios, mientras use más la herramienta posiblemente encuentre puntos de mejora. 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. VS Victoria S. Customer Success Agent Information Technology and Services ### "Custify's Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 31, 2026 Pros Before implementing Custify, our customer information was scattered across Excel spreadsheets and internal platforms, which made it hard to get a unified view. With Custify, we now have all our customer data centralized in one place, presented in a much more visual way than before. This makes it easier for our team to track accounts and gives us better visibility into the status of each one. Cons I haven't found any negative points about the tool so far. We've been using it for a relatively short time, and everything has worked smoothly for our team without major issues. 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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