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Custify
Bucharest, Romania
What it is
Custify is customer success software designed for customer success managers and B2B SaaS businesses. Its Customer 360 dashboard brings customer data, product usage, adoption, health scores, and lifecycle information into one view. Teams can define KPIs and other metrics, follow trends, and monitor accounts that may be at risk or ready for expansion. Playbooks can react to metric changes by sending reminders and assigning tasks. CustifyAI offers conversation summaries, natural-language customer queries, account selection, and AI-assisted workflow actions; it can use a company’s processes, goals, and rules to configure health scores and playbooks. The platform can import CRM, billing, support, and marketing data, with connections including a native API, JavaScript snippet, Segment, and named tools such as Salesforce, HubSpot, Stripe, and Zendesk. Custify states that it maintains active GDPR compliance and ISO 27001 certification, and uses AES-256 encryption at rest and TLS in transit. It says data is hosted on AWS in Ohio or Frankfurt, with EU-only hosting available on request. Pricing is available on request, with a free trial listed. Concierge Onboarding typically takes about four weeks and includes integration help, live training, a dedicated customer success manager, and post-launch support.
For and against
For
- Combines customer and product information in one dashboard.
- Teams can define custom KPIs and metrics.
- Playbooks can send reminders and assign tasks.
- Offers a native API, JavaScript snippet, and Segment connection.
- Concierge Onboarding includes live training and post-launch support.
Against
- Pricing is available only on request.
- Concierge Onboarding typically takes about four weeks.
- Data deletion after termination can take up to seven days.
The verdict
Custify brings customer health monitoring, workflow automation, and customer data integrations into a customer success platform. Teams should request pricing and consider its onboarding timeline and data-retention terms.
Who it suits
Custify is aimed at customer success managers and B2B SaaS businesses that need to centralize customer information and automate workflows. It may suit teams looking to track customer health, onboarding, renewals, or expansion opportunities.
Plans and prices
Custify
Custom pricing; request a demo
Read 7 Oct 2026 · custify.com
On the record
- AI
- Custify says its AI can use a company’s processes, goals, and rules to configure health scores and playbooks.custify.com · read 7 Oct 2026
- AI features
- CustifyAI offers conversation summaries, natural-language customer queries, account selection, and AI-assisted workflow actions.custify.com · read 7 Oct 2026
- Audience
- Custify describes the product as designed for customer success managers and highlights SaaS customer success use cases.custify.com · read 7 Oct 2026
- Automation
- Custify offers automated playbooks and custom tasks triggered by customer actions.custify.com · read 7 Oct 2026
- Customer 360
- The platform offers a customizable customer view with relevant customer data.custify.com · read 7 Oct 2026
- Data hosting
- Custify hosts servers on AWS in Ohio or Frankfurt and says EU-only hosting can be arranged on request.custify.com · read 7 Oct 2026
- Data location
- Custify says customer data is stored in secure data centers in Germany.custify.com · read 7 Oct 2026
- Data retention
- The default retention period during a contract is 24 months; after termination, Custify says deletion can take up to 7 days.custify.com · read 7 Oct 2026
- Encryption
- Custify states that it uses AES-256 encryption at rest and TLS encryption in transit.custify.com · read 7 Oct 2026
- Example integrations
- The Customer 360 page names Salesforce, HubSpot, Stripe, Chargebee, Recurly, Intercom, Help Scout, and Zendesk as examples of connected tools.custify.com · read 7 Oct 2026
- Health scoring
- Users can create personalized health scores to identify customer risks and opportunities.custify.com · read 7 Oct 2026
- Integrations
- Custify can import CRM, billing, support, and marketing data, and offers a native API, a JavaScript snippet, and a Segment connection.custify.com · read 7 Oct 2026
- Intended customers
- Custify describes its platform as designed for customer success managers and B2B SaaS businesses.custify.com · read 7 Oct 2026
- Onboarding and support
- Its Concierge Onboarding typically takes about four weeks and includes integration help, live training, a dedicated customer success manager, and post-launch support.custify.com · read 7 Oct 2026
- Pricing details
- The pricing page describes the offering as flexible but does not state plan names or prices in the page content.custify.com · read 7 Oct 2026
- Product
- Custify is customer success software for centralizing customer data, automating workflows, reducing churn, and driving expansion.custify.com · read 7 Oct 2026
- Purpose
- Custify is customer success software for centralizing customer data, automating workflows, reducing churn, improving onboarding, and driving expansion.custify.com · read 7 Oct 2026
- Security
- Custify states that it is SOC 2 Type 2 and ISO/IEC 27001 certified and GDPR compliant.custify.com · read 7 Oct 2026
