Custify vs. CustomerX Comparison


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Empower your team to modernize operations and reduce the development backlog with Pipefy. 594 Ratings Visit Website Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. 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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.	About CustomerX is the customer success software that allows you to act proactively, data-driven and focused on your customer's success, building lasting relationships and transforming your customer success area into a true revenue driver! Integrate and centralize all your customer information in one place. Automate routine processes and save more time to dedicate to your customers. Track your customer's journey, identify risks and take proactive actions. Know how your customers are doing and which ones need attention. Launch satisfaction surveys via email directly from the platform. Define and track your customer's journey from the beginning. CustomerX has a unique technology that allows it to integrate with most platforms available on the market, ensuring that all information about your customer is available in one place in a reliable and automated way!
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 B2B SaaS companies	Audience Customer success software for companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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	Pricing No information available. 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 Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Custify Founded: 2017 Romania www.custify.com	Company Information CustomerX Founded: 2017 Brazil www.customerx.cx/
Alternatives Customerscore.io	Alternatives SuccessGuardian
Phano	CFN Insight Clarivate
Skalin	Churn360
CustomerGauge	Canvas AI
involve.ai View All	ThriveStack View All
Categories Churn Prevention Supported Customer Satisfaction Supported Customer Success Supported Failed Payment Recovery Supported Upsell & Cross-Sell Supported	Categories Customer Success 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 Pipedrive Supported Blotout Not Supported Chargebee Supported Freshdesk Not Supported Google Analytics Supported Intercom Not Supported Meltano Not Supported Mixpanel Not Supported Salesforce Supported Segment Supported Zapier Supported Zendesk Not Supported Zoho CRM Supported Show More Integrations View All 9 Integrations	Integrations HubSpot CRM Supported HubSpot Customer Platform Supported Pipedrive Supported Blotout Supported Chargebee Not Supported Freshdesk Supported Google Analytics Not Supported Intercom Supported Meltano Supported Mixpanel Supported Salesforce Not Supported Segment Not Supported Zapier Not Supported Zendesk Supported Zoho CRM Not Supported Show More Integrations View All 9 Integrations
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