# Page 5 | Custify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is Custify the right Customer Success solution for you? Explore 122 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/190125/Custify/reviews --- Custify 4.9 (122) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 5 - Reviews of Custify ## Showing most helpful reviews Showing 101-122 of 122 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Marketing Manager Online Media Used the software for: 6-12 months ### "No more sheets - now we automate and get detailed reports" February 21, 2020 5.0 For my case I love the easy reports and that I don’t have to go through sheets to find the data I was looking for. Pros The task manager because it’s so action oriented has been helpful. And you can click on a task and get all the company's info right there and then. The playbooks automation engine has countless options – you can do whatever you need. Cons Don’t have anything negative to say right now. Review Source MN Manuel N. Customer Success Team Lead Computer Software Used the software for: Less than 6 months ### "Good for us as a small Startup" March 8, 2024 5.0 A somehow slow start to figure out how to get existing data / process into Custify. As soon as you have sorted that out the wow effects kick in and you realize what its actually capable of. Pros Easy setup and integration with Hubspot, Good Customer Support / Service Cons Introductions in app to various features - clear next steps or a start setup Review Source Samantha H. Customer Success Manager Management Consulting Used the software for: Less than 6 months ### "Fantastic support and great workflow management" November 12, 2020 5.0 Pros Custify's task automation makes it easy to stay on top of monitoring our users and making sure they don't fall through any communication gaps. I also love the health scores which allows me to take a temperature of a user at a glance. Cons There were a few workflow hinderances that I'm not a huge fan of. Small things, like completing a task immediately takes you to the next company with an outstanding task. However I will say that whenever I had an issue, the team at Custify were willing to jump in and make whatever adjustments they can to make our experience better. Review Source Primož K. Presales engineer Telecommunications Used the software for: 6-12 months ### "It is simple to use and helps" March 8, 2020 5.0 Finally something that works for us. Pros Custify presents the accounts in a simple, cohesive and organized way. Undestanding the health scores, lifecycles, product usage, and my team's impressions from meetings combine together is really easy and makes work easier. Cons There were a few cons I made the company aware of and they took care of those. Review Source JK Júlia K. customer Success Manager Information Technology and Services Used the software for: Less than 6 months ### "Good way to keep track of your customers with a great roadmap ahead" March 8, 2024 4.0 I'm really happy that finally there is a product catered to CSM, so we are not left with a CRM focused on the sales cycle. Besides the basic CRM functionality finally the success metrics, and customer health is the top priority. 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. Review Source VR Verified Reviewer Marketing Assistant Logistics and Supply Chain Used the software for: 6-12 months ### "Powerful and Intuitive Customer Management Software" February 14, 2023 5.0 Overall, Custify has been instrumental in enabling our company to handle our growing customer base with ease, and streamlining our CS, Marketing, and Sales efforts. Its intuitive design and powerful features make it a valuable addition to any customer management toolkit. Pros Centralizes customer data for easy access and managementEfficiently automates tasks and measures account manager performanceEnables small teams to manage large numbers of clients without compromising customer experience Cons Lack of helpful product documentation materials. However, Customer Success Manager (CSM) is readily available and responsive. Review Source GF Georgiana F. Product Manager Computer Software Used the software for: 1-2 years ### "Love it!" September 18, 2019 5.0 Seeing multiple health scores at once has been so good. I'd still love to see the revenue data, but even without it, your work will be so, so much easier. Pros It lets me see multiple health scores at once, really as many as I want, which is such an improvement from the previous software we used. It just saves me so much time and helps me recommend more strategic suggestions, which makes me look good to my boss. Cons I'd love a global dashboard for our revenue data. I'm in charge of getting these numbers to my boss, so that would make my life even easier. Review Source MDI Marius Daniel I. Support Specialist Restaurants Used the software for: 6-12 months ### "Useful tool that saves us time every day" July 29, 2020 5.0 Awesome experience. Client communication has improved, we save time and simplify reports. Their team really seems to care about each client and are very responsive to all our questions or requests. It’s one of those tools that’s used across multiple departments in our company and everyone seems to be happy with the results. Pros I use Custify to keep track of a certain segment of clients and monitor health scores. Overall it saves a lot of time not just with reporting but also with its automated playbooks. We now let most of our clients go through the playbook emails and notifications. Cons No major problems. Just some setup issues that were solved. Review Source MO Maya O. Director of Customer Experience Computer Software Used the software for: Less than 6 months ### "Love at First Sight" September 23, 2020 5.0 As of our 1st contact, MOST important for me was if their team is ready to do 2 important customization for us, as we are not a huge company. They said yes without a blink. Their Onboarding was easy and in OUR own pace, really felt as VIP client as of start to finish. (although, we are not VIP) Pros As soon as I saw their 1st screen, something clicked, feeling wise. We've been struggling for such a long time and without any doubt I knew we found what we need to measure and track and manage so many stuff. Like a perfect match + their support is A M A Z I N G! Cons Absolutely nothing, as love is blind LOL I honestly have no objections so far! Alternatives considered [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[Help Desk Migration](https://www.capterra.com/p/160609/Help-Desk-Migration/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Review Source MI Marius I. CEO Media Production Used the software for: 6-12 months ### "Automation and clear understanding of our user’s recurring activity " February 28, 2020 5.0 I was hesitant to go with a less known tool, but the results speak for themselves. The feedback from our customers – both via email and in the bottom line – have been very positive. Pros The automation engine is easy and adaptable and lets us personalize customer journeys in flexible workflows, so that each customer can get the most accurate message. In our saas user usage may vary based on various needs so adapting to that is great. Cons Learning to work with it took a bit but this has been a very useful tool, so no big cons. Review Source SS Shubham S. Customer Success Associate Sports Used the software for: 6-12 months ### "Streamlined our Customer Success Processes" June 19, 2020 5.0 Pros The ability to use detailed metrics to create customer segments and organize them into lifecycles has been extremely helpful. This has allowed us to be extremely efficient as we grow our client base and focus our attention in the areas that need it most. This tool helps our team everyday. Cons Setup took a little bit longer as we had a very specific use case, but the customer support team was fantastic in responsiveness and ability to find effective solutions in a timely fashion. Review Source pallavi J. Associate manager -inside sales Information Technology and Services Used the software for: Less than 6 months ### "Sles and support together in custify" April 15, 2021 5.0 Since using Custify we have managed to get more clients through the onboarding process. More satisfaction and hassle-free working. It was a wise choice for business growth. Won't give up on Custify. Pros The 360-degree view is the best solution anyone can ask for. It helps to explore more and more lead generations for our business. Cons A little more work on design would be great. Review Source ES Elena S. Corporate Accounts Liason Marketing and Advertising Used the software for: 1-2 years ### "Great tool for Customer Success" April 26, 2022 5.0 Pros I like the ability to customize and integrate with many other systems to use. We can feed in the things we need, customize things and then track them. Our team is able to be successful with help of Custify.. Cons It is a very advanced software so it can be hard to figure things out but they have a great team that's always willing to help. Alternatives considered [ChurnZero](https://www.capterra.com/p/157980/ChurnZero/) Review Source AC Andre C. CEO Marketing and Advertising Used the software for: Less than 6 months ### "SaaS owners best Friend - Churn Killer" August 6, 2020 5.0 Support is on spot. Onboarding is very helpful. API have everything we need. Team at Custify is very fast on updating software and accepting a feedback. Pros Best part of this is tracking health score for each account. By measuring Member at Risk (MAR), we are able to proactively act and save clients before they even attempt to cancel. Cons I am trying to think about cons for this product. I relly can not think of anything that is bad. Really. Alternatives considered [ChurnZero](https://www.capterra.com/p/157980/ChurnZero/) Reason for choosing Custify We compared everything. Features, Price, User Interface... and in all three categories Custify WINS Review Source MV Marco V. Customer Success Specialist Marketing and Advertising Used the software for: 1-2 years ### "Amazing tool, would recommend it to everyone!" April 26, 2022 5.0 Pros The CRM is great, I'm able to save all my notes and keep in touch with my clients. Cons It takes some time to pick up info from our platform. Review Source AZ Alana Z. Head of Operations Computer Software Used the software for: 6-12 months ### "Life without Custify Would be Awful" May 23, 2020 5.0 Pros We used Custify EVERYDAY to optimize our relationships with our end customers. I cannot imagine a better solution or a better team to help you deploy their solution. We are now able to provide proactive customer support and deliver real-time tangible value to our end customers. Cons We're super fans of Custify <3 We have had such a wonderful experience with the tool and the team. Review Source KS Karla S. Head of Operations Think Tanks Used the software for: 6-12 months ### "Good product, reasonable price, and fantastic customer service." November 10, 2020 5.0 My overall experience is great. Aside from being a good product at a reasonable price, their customer service is very good. Pros Great UX, which makes it simple to use. It is also easy to integrate with other systems. Cons One can do a lot with the product as is so, I do not have any complaints. Review Source BD Ben D. Customer Success Specialist Marketing and Advertising Used the software for: 6-12 months ### "Great tool loaded with features!" May 10, 2022 5.0 Very satisfied with this product after using it for a full year. Pros The intuitive way of segmenting companies and a plethora of options to use the available data. Cons No cons so far, and don't expect that to change. Review Source JM Josh M. Ceo Sports Used the software for: 6-12 months ### "Great Product at a Great Price" June 3, 2020 5.0 They have given us a great customer score model and automatic triggers to notify customers and our reps when there are issues or concerns. We are very happy with the Custify product. Pros After looking at more expensive options we couldn't afford and several other options that didnt meet the requirements we needed we were thrilled to find custify. It does everything we need for our fast growing saas business without a bill for $1000+ every month. Very highly recommended. Cons There is really no con. It took sometime to setup a custom configuration we needed but it was pretty smooth and they were very helpful and responsive to questions. Review Source Evan S. Customer Success Associate Sports Used the software for: Less than 6 months ### "Custify Review " March 4, 2021 5.0 It's overall a great software but needs some improvements that I listened to in the text above. Pros I enjoy the data it presents about each client's payment activity on our software. It also helps organize clients' account managers. Cons The biggest thing I do not like is the layout of each client's profile. The interface needs to be organized in a better format. Review Source DL Daniel L. Sales/Marketing Sports Used the software for: 1-2 years ### "Great Tool for Our Company?" June 19, 2020 5.0 Custify has been a great tool for our business. Has helped us organize and made our operation more efficient and they have been a pleasure to work with. Pros Custify has great tools that make running our business easier. In addition their team is very helpful and reachable. Would recomend to anyone. Cons Have had a great expierence with the product. Never had any issues. Review Source BO Bruce O. Customer Success Specialist Marketing and Advertising Used the software for: Less than 6 months ### "Extremely helpful software!" April 25, 2022 5.0 Pros It's extremely all-encompassing and there's a function for anything you might need. Cons It takes a little bit of time to get used to. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.