Custify Reviews

The ability to add relevant information for quick check, ability to see communications via emails

Nothing to dislike as such. Just little more intuitiveness and innovation is always appreciated

Not having to look at the data at multiple places. Ability to reduce documentation and bring everything under one roof.

Customised dashboard views for better visibility. Easy creation of attributes to better filter out the data.

Mobile responsiveness and Mobile Application can be useful. Currently it's missing.

It allows us to track customer email communication, save notes, create tasks related to the particular account and gives clear visibility on the account status.

Helpful in both bird's eye view as well detailed view of each account.

Global health card gives an overview of the account

Native integration with freshdesk should be seamless

A comprehensive solution that offers insights into every aspect of any account. This tool provides a holistic view of the account's overall health, enabling us to identify and address concerns promptly, thereby enhancing the overall customer experience.

Very user friendly and ease of implementation

Custmisation is not possible, need to work on personalisation factor.

It is helping us to track our customer's journey with respect to their events

Customizable data fields and everything in one place! Very easy to align to the specific needs of our organization. Also easy to navigate and locate information.

Unable (at this time) to create filters in custom data view or download data for additional filtering/sorting in Excel/Sheets. Additionally, custom data view has difficulty scrolling to view all information.

Holistic view of custom accounts allowing for executive management and CSMs to take strategic view of all accounts with the ability to deep dive into each account for analysis. Very easy to navigate and update columns in each view.

Ease of Use

Best way to see an overview of the project

Custify is a useful tool. Initially setting up was challenging

Gives an overview of project and help in highlighting issues

The analytics - Really helps me spot areas in which I need to be aware of in terms of my customers health and product usage

Not much, its a great product. The email function could be improved but thats about it.

Its improving the health of our customers accounts by giving us real time analytics

Engemengent score.Capability to integrate with multiple CRM / API.

Setting at the initial stage was a tough one to get.

Custify providees a deep drive of customer via engemenet scrore and making QBR and other followups more automated.

For me , it's about having all the data in one place. Instead of chasing our CS manager, i know exactly who to go to & the same with the customer

There isn't actually anything i dislike about the platform.

All the data and CSM is in 1 place , makes my job so much eaiser

The most important feature that I love about Custify is the real-time notifications to stay updated on the accounts. To handle multiple clients, impactful data insights with CTAs are a boon for customer success POD.

Nothing as of now. Custify helps me a lot in managing my accounts.

It helps me get important details, current status, and pending tasks on my accounts. In order to streamline the process, and be updated with CTAs it is important to be a single click away from your accounts and that is where Custify helps. The various segments like Customers, tasks, and email notifications to see the last email done within your organization help me to stay updated.