Custify

Overview

Custify is a customer success platform for B2B SaaS businesses, helping reduce churn and increase Customer Lifetime Value (CLV) with personalized health scores, automation workflows, and unified customer data from CRM, billing, and support systems.

Designed for mid-market B2B SaaS companies ($10K-50K monthly revenue) needing advanced customer success management.

Quick Facts:

• Category: Customer Success Management
• Pricing: Custom quote (estimated $500-2,000/month)
• Free trial: Yes - trial available
• G2 rating: 4.7/5 (280 reviews)

Custify consolidates customer data from CRM (Salesforce, HubSpot), billing (Stripe), and support systems (Zendesk, Intercom) into unified dashboard with personalized health scores, in-product usage tracking, and automated workflows for reducing churn and identifying upsell opportunities.

Core Features

• Personalized Health Scores: Adaptive scoring models tailored to specific B2B SaaS business models, not one-size-fits-all metrics
• Low-Touch Automation: Automated workflows for lifecycle emails, renewal reminders, and health monitoring without manual intervention
• Unified Customer View: Single dashboard consolidating all customer interactions, KPIs, and engagement trends from multiple sources

Our Take: Custify is solid mid-market customer success platform with excellent G2 rating (4.7/5 from 280 reviews) and users reporting 45% churn reduction in first year. The personalized health scores adapting to business models differentiate from generic alternatives. However, quote-based pricing (estimated $500-2,000/month) lacks transparency vs Vitally or ChurnZero with published tiers. Users praise responsive support but criticize steep learning curve (8-16 hours setup) and complex integrations requiring technical help. Best for mid-market B2B SaaS under $10K budget needing advanced automation, but SMBs wanting transparent pricing and simpler setup save time with Vitally or ChurnZero.

Personalized Customer Health Scores

Unlike generic health scoring, Custify adapts to various B2B SaaS business models with customizable scoring algorithms. Track product usage, support tickets, NPS scores, payment history, and engagement metrics weighted to your specific business. At-a-glance health indicators (green/yellow/red) identify at-risk customers requiring intervention or expansion-ready accounts for upselling. Users report this personalization as key differentiator vs competitors with fixed scoring models.

Automation Engine for Low-Touch Workflows

Build repeatable processes with automated playbooks triggered by customer journey milestones or health score changes. Automate lifecycle emails (onboarding, feature adoption, renewal reminders), health monitoring alerts, and CSM task assignments. Enhanced 2025 automation supports complex workflows with conditional logic and multi-step sequences, enabling teams to scale customer success without proportional headcount increases.

Unified Data Integration Dashboard

Consolidates data from 100+ integrations including Salesforce, HubSpot, Zendesk, Intercom, Stripe, and custom APIs. Single pane view shows customer interactions, KPIs, support tickets, billing status, and product usage trends. In-product usage tracking identifies feature engagement patterns and potential churn signals. Dashboard customization allows role-based views for executives, CSMs, and support teams.

Custom Quote-Based Pricing

• Pricing based on company size, number of users, and workflow complexity
• Estimated range: $500-2,000/month for mid-market teams
• Affordable for early-stage companies under $10K budget
• Contact Custify directly for customized quote

Pricing notes: No transparent published tiers. Quote model considers operational requirements, making it difficult to compare vs competitors with public pricing.

Best value: Contact for quote if mid-market B2B SaaS ($10K-50K revenue). Consider Vitally or ChurnZero for transparent pricing tiers if budget-conscious or SMB.

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• Pricing
• G2 Reviews