Custify

A true gem in the landscape of Customer Success Tools

Pluspunten:

Their culture: They have a stellar onboarding process, and excellent support, and they LISTEN to their users. They are open to suggestions and actually implement them. They are on the right path.

Minpunten:

Literally nothing. The dashboarding can be a bit hard to figure out but with the stellar support of the entire team.

Overwogen alternatieven: Vitally en ChurnZero

Loving it so far

Opmerkingen: We’ve increased our customer satisfaction, resulting in higher revenues for us, the tool pays itself in the first day of the month - highly recommend.

Pluspunten:

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.

Minpunten:

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

Overwogen alternatieven: ChurnZero en Planhat

Redenen om over te stappen op Custify: Other systems are more complex to use and our CSMs would need to work manually quite a bit. We've been looking for a system that allows our CSMs to spend their time with our clients instead of doing copy & paste. As a result, we’ve integrated Custify via API so we're sending events and attributes which allowed us to automate everything.

Descent product, makes NPS collection easy

Pluspunten:

NPS collection feature. Customer Support.

Minpunten:

Occasional bug encounter, and the logic for setting up cohorts and surveys and playbooks is a bit hard to follow.

Head of Client Services

Pluspunten:

-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

Minpunten:

- 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

Overwogen alternatieven: ChurnZero

Redenen om over te stappen op Custify: - Custify fits the best to our business model.- The team was friendly and professional, and we loved working with people with the same values.-Innovative and flexible to customize Custify so it could meet our needs

Understanding our clients and leveraging that data is Custify’s main value

Opmerkingen: I would say that Custify is like a magic 8 ball; it somehow always has the right answer and our clients get better service in the end. The segmentation feature is great and the results are accurate. My reporting on our clients’ feature usage has never been more accurate. Custify saves time and lowers churn once you learn how to use it correctly.

Pluspunten:

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.

Minpunten:

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

Overwogen alternatieven: Vitally, ChurnZero en Gainsight CS

Redenen om over te stappen op Custify: Value for money and an extraordinarily CS team that actually partnered up with us and helped grow the business