Custify

Avantages

Various health scores in a 360 view of our customers, very flexible automation engine, actionable tasks and super easy to use UI. Also worth mentioning the great onboarding and follow-up support.

Inconvénients

Nothing so far. We'll review this with with every new use case.

Alternatives envisagées 

Pourquoi passer à Custify

Avantages

-Playbooks ( I absolutely love the flexibility to automate outreach, create reminders and create notes and tasks for the team via playbooks. It is a critical feature if you work with small and midsize companies. Managing the clients has never been easier for us. Custify played a big plan in our overview Success strategy - Healthscoors- It's been a game changer for us to be able and monitor our client's journey and more so, to be able to create our healthcare matrixes - The support team is fantastic- They were always happy to jump on meetings and help us with the setup

Inconvénients

- The only thing I would point out is improving the native integrations. We use several other tools, and we are limited on being able to send data from Custify to our CRM, so we can centralize the data for all teams

Alternatives envisagées 

Pourquoi passer à Custify

Avantages

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.

Inconvénients

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.

Avantages

The ease of use and Access to all information under one roof is a big boon

Inconvénients

There's nothing to dislike. Looking forward to more updates and enhancements

Avantages

When I use the customer 360 view, I can see how clients use our software to solve their issues. Custify also allows me to see the clients’ engagement with our product and use those insights through custom playbooks or segmented reports.

Inconvénients

There isn’t really anything I don’t like so far. Maybe the mobile view has some weird bugs.

Alternatives envisagées 

Pourquoi passer à Custify

Avantages

The teams can set custom health scores and track them as needed. They can now anticipate our client’s needs. CSMs can set tasks and alerts based on health scores, and they no longer waste time looking for reports.

Inconvénients

I don't think there is one. This is such a great fit for me

Alternatives envisagées 

Pourquoi passer à Custify

Avantages

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.

Inconvénients

I am trying to think about cons for this product. I relly can not think of anything that is bad. Really.

Alternatives envisagées 

Pourquoi choisir Custify 

Pourquoi passer à Custify

Avantages

One of the things that impressed me the most about Custify was the entire team behind this company. Custify offers similar features that are available out there in the market, but the way the customer success team and sales have been with our team is exceptional. They have worked with us to implement a solution that has been a bit of a pain for us due to so many systems that we are managing in-house (Hubspot, Zapier, AWS, etc.)

Custify allows us to track trends and behaviors that we only suspected due to limited view caused by several platforms we used to manage our customers. Custify has allowed us to see our impact in real-time and empowered us to make better data-driven decisions.

Inconvénients

There are still areas of opportunity that I see the team building on, which makes me so hopeful for the future. Areas of opportunity, such as not being able to set up lifecycles at people level are one of these areas but every time we have faced something that is unique to how we operate and not something that particularly can be done out of the box with custify, the customer success team over in Custify has been phenomenal in helping us navigate a solution that can help us achieve our end goal.

Alternatives envisagées 

Avantages

Custify is very easy to use and has helped drastically with onboarding new customers and retaining existing customers.

Inconvénients

The way our subscriptions are setup causes some issues with health scores if there are multiple subscriptions for the same customer.

Avantages

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.

Inconvénients

None that comes to mind at the moment, everythings good!

Avantages

Easy setup and integration with Hubspot, Good Customer Support / Service

Inconvénients

Introductions in app to various features - clear next steps or a start setup

Avantages

Custify has been an excellent tool for helping manage customers in various stages of their lifecycles. It's also been beneficial in allowing us to setup key workflows to automate check-ins and key touch-points. The customer service is excellent. We've been dealing with [sensitive content hidden], and she's very responsive and detailed in her replies. It's great to know we have someone on the other side who understands our business and provides helpful solutions.

Inconvénients

There's been a couple of bugs, however, they were addressed and fixed relatively soon after.

Avantages

We love using Custify for automated Slack reminders, their playbooks, and creating internal reporting about our customers.

Inconvénients

They are still a newer product and are building out a lot of new tools that will make it better.

Avantages

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

Inconvénients

Lack of helpful product documentation materials. However, Customer Success Manager (CSM) is readily available and responsive.

Avantages

The flexible workflows you can customize by customer segment and the automation. Also the fact you see multiple health scores, not to mention health trends, on one screen. The task manager that helps you manage your team and keep them focused on the goal.

Inconvénients

No real cons, except an internal one, and that is that we didn't plan enough time to study all the features right from the start. The software is very easy to use, but it's more powerful than it might seem at first. Schedule time with your team to play with it before you get started and make use of their free onboarding support.

Alternatives envisagées 

Pourquoi choisir Custify 

Logiciel antérieur 

Avantages

By far the best feature of this tool is the customer 360 view. You get every piece of information on a client, in front of your eyes. No more going through different software, making them hold the line or taking forever to find a problem. Everything’s there and what we’ve noticed is how much less time the CSMs and support staff spend with each client now.

Inconvénients

I can’t think of anything that I dislike. I just wish we had this software sooner.

Avantages

I can view all of them or segment health scores at once. I can set alerts based on specific scores for certain segments and I know exactly if there is an issue. The 360 customer view allows me to have an overview of how a client is using our app and I can even track NPS for each individual feature. If you configure it right, you can see what a client wants, what he’s doing and where his usage is going in one glance.

Inconvénients

There’s a new design and this has some small visual bugs occasionally. Nothing major.

Avantages

- Customer data in one place
- Manage and automate tasks properly.
- Measuring general and in-depth account manager performance.
- Manage a large number clients with a small team

Inconvénients

I wish there were more helpful product documentation materials so that whenever we have a question to first go and check the docs rather than talk to our CSM. Nevertheless, our CSM, Irina, is there for us everytime we need her and her response time is super fast. It is nice to know that whenever you have a problem, somebody will treat it with a high priority and try to solve it fast.

Avantages

We have multiple pricing plans and each customer’s value differs by number of users and features needed. So a software to track and assign custom health scores across each customer was essential. Custify helps us solve this.
Plus we get all customer info in one place from across all tools. This saves everyone time especially in calls with that client. Implementation was also easy with their help.

Inconvénients

No one report or dashboard to see all stats in one place

Alternatives envisagées 

Pourquoi passer à Custify

Avantages

The tasks that in the past I used to get done by going to a bunch of different people to get the information from, are now done automatically overnight. I see my clients’ history of payments, past issues and chat and this allows me to solve any issue that they have so much faster than I’ve ever been able to. The clients are happy with the time that it takes me to solve their issues and that shows in the low churn.

Inconvénients

When the software was implemented, getting used to it took me a little while, but the Custify team was very helpful.

Avantages

Easy and simple to use product. The Custify support team is amazing. Philipp did a great job onboarding everyone and helping us make some changes to segments and health scores. The segmentation and tasks functions are the features I focus most on. They keep our schedule clear and on track.

Inconvénients

Setting up all the KPIs and health scores was a hassle at first. This was due to the fact we focus on so many things that it seemed we didn't have a clear objective. The dashboard is missing a lot. A way to have an overall look would really help.

Avantages

User segmentation and automated outreach. These were the features that sold us on Custify. KPI tracking per user plan and automated outreach based on this criteria is what we needed and Custify delivered. Their support team helped us get started and explained everything.

Inconvénients

No major issues. I don’t think the UI is the best and the setup process can take long. In our case we had multiple integrations so that slowed things

Avantages

Task setting and alerts are a great way to get things done much faster and to save time. We integrated a lot of our stack and now the customer 360 view is like a hub where you can find every information on any client, without going through a multitude of programs.

Inconvénients

It would be great to not need the Custify team for some complex reports we need to export. But they are working on a new feature for this.

Avantages

Our teams needed a way to get access to the same client info from multiple tools. We used to have sheets and tool reports. Finding the client history would sometimes take a long time. With Custify we have everything in the customer 360 view from most of our tools. The team can also segment and set alerts based on certain KPIs derived from these integrations.

Inconvénients

Some bugs show up once in a while with reports or health scores. Nothing major but annoying if you need something in the actual moment.

Avantages

Just finished the concierge onboarding. These guys did EVERYTHING to make sure I'm well set up, everything is integrated, and gave me some great ideas to make sure I get better results. We have a small company and I wear many hats so getting this help is great.

Inconvénients

I'm just getting started, so ask me again in a few weeks, but if I had an issue, I'd probably just reach out to the company. They've been very welcoming to questions.