Calixa vs. Custify Comparison


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		Related Products Forethought Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. 166 Ratings Visit Website Sogolytics Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolytics’ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform. 869 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 240 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Plauti For Salesforce and Microsoft Dynamics 365 CE teams who want to run reports, automation and AI only on data they can trust, Plauti is the native data-quality platform that diagnoses, cleans and makes data actionable without it ever leaving the CRM. Unlike bolt-on tools that export your data or native features that stop at detection, Plauti gives configurable, governed control across Salesforce and Dynamics — so the AI, analytics, and revenue engine on top can finally trust the data underneath. 123 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 594 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website 11x 11x is building the autonomous digital workforce for GTM teams to accelerate growth. With two digital workers live today, 11x helps sales, marketing, and growth teams create, qualify, and convert pipeline across every channel in one unified platform. Alice is the outbound digital worker creating demand. She runs your full outbound motion in one workflow from prospecting to enrichment to multi-channel engagement and booking meetings on autopilot. Julian is an inbound digital worker capturing demand 24/7. He handles discovery, qualifies leads, and books meetings across phone, chat, SMS, email, and WhatsApp. Inbound intent is converted into qualified pipeline instantly. Trusted by teams worldwide, from high-growth startups to large enterprises, including Xerox, UST, Gupshup, Sage, Checkr, Armanino, and Rho. Backed by a16z and Benchmark, 11x is automating GTM workflows so humans can focus on what they do best: creating, innovating, and building relationships. 70 Ratings Visit Website
About Use product usage data to find your top self-serve signups. Get a 360° view of customers and your interactions with them. Engage customers at a-ha moments to increase conversion. Scale your product-led GTM with insights and action in one place. Focus your time on the customers with the most potential. Use product and customer data to prioritize sign-ups that are most likely to convert. Understand what customers are doing with your product and how they are interacting with you. No longer be stuck in the dark with an incomplete picture of your customer. Engage customers at key milestones to improve conversion. Get real-time alerts when customers hit specific metrics or perform important actions. Streamline your workflow by taking action in Calixa. Kick off a sequence, create an opportunity, extend a trial, all from one place. Stop jumping from tab to tab. Get started in minutes, not months. With just a few clicks, connect all your data to Calixa and we take care of the rest.	About Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. Customer 360 view: Streamline customer data from CRMs, support, and billing systems. Growth: Automatically identify growth, renewal, and upsell opportunities. Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Businesses and companies seeking a sales platform to turn signups into revenue	Audience B2B SaaS companies
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $499 per month Free Version Supported Free Trial Not Supported	Pricing 899$/mo Up to 3 seats / users Tracking of health scores / KPIs Customer 360° profiles Customer outreach directly from Custify Customer segmentation Tracking of customer lifecycles Automation / Playbooks Actionable task management Custom integrations Concierge onboarding Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Calixa United States calixa.io	Company Information Custify Founded: 2017 Romania www.custify.com
Alternatives Scuba Scuba Analytics	Alternatives Customerscore.io
FunnelStory	Phano
CrowdPower	Skalin
Ortto	CustomerGauge
DataFinder ByteDance View All	involve.ai View All
Categories Customer Journey Mapping Tools Supported Customer Success Supported Lead Management Supported	Categories Churn Prevention Supported Customer Satisfaction Supported Customer Success Supported Failed Payment Recovery Supported Upsell & Cross-Sell Supported
	Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Not Supported Show More Features Customer Satisfaction Features 360 Degree Feedback Supported Analytics Supported Call Reporting Not Supported Complaint Monitoring Not Supported Feedback Collection Supported Survey Management Supported
Integrations HubSpot CRM Supported HubSpot Customer Platform Supported Salesforce Supported Segment Supported Amazon Cognito Supported Amplitude Supported Chargebee Not Supported Google Analytics Not Supported Google Cloud BigQuery Supported Intercom Supported Outreach Supported Pipedrive Not Supported Salesloft Supported Sentry Supported Slack Supported Snowflake Supported Stripe Supported Zapier Not Supported Zendesk Supported Zoho CRM Not Supported Show More Integrations View All 15 Integrations	Integrations HubSpot CRM Supported HubSpot Customer Platform Supported Salesforce Supported Segment Supported Amazon Cognito Not Supported Amplitude Not Supported Chargebee Supported Google Analytics Supported Google Cloud BigQuery Not Supported Intercom Not Supported Outreach Not Supported Pipedrive Supported Salesloft Not Supported Sentry Not Supported Slack Not Supported Snowflake Not Supported Stripe Not Supported Zapier Supported Zendesk Not Supported Zoho CRM Supported Show More Integrations View All 9 Integrations
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