Custify vs. Kilterly 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 Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterly’s automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your team’s workflow.
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 Businesses seeking a solution to build and sustain strong customer relationships
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Supported	API Offers API Not 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 $399.00/month Kilterly offers three pricing tiers based on number of clients Free Version Not Supported Free Trial 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 Kilterly Founded: 2018 United States kilterly.com
Alternatives Customerscore.io	Alternatives Freshsuccess Freshworks
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Skalin	CustomerGauge
CustomerGauge	Gleantap
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Categories Churn Prevention Supported Customer Satisfaction Supported Customer Success Supported Failed Payment Recovery Supported Upsell & Cross-Sell Supported	Categories Customer Engagement Supported Customer Experience Supported Customer Satisfaction Supported Customer Success Supported
Customer Satisfaction Features 360 Degree Feedback Supported Analytics Supported Call Reporting Not Supported Complaint Monitoring Not Supported Feedback Collection Supported Survey Management 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	Customer Satisfaction Features 360 Degree Feedback Not Supported Analytics Not Supported Call Reporting Not Supported Complaint Monitoring Not Supported Feedback Collection Supported Survey Management Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Not Supported Health Score Supported Onboarding Supported Revenue Management Not Supported Usage Tracking / Analytics Supported Win / Loss Analysis Not Supported Show More Features Customer Engagement Features Analytics Not Supported Churn Management Supported Communication Management Supported Community Management Not Supported Content Syndication Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Not Supported Customer Experience Features Action Management Supported Analytics Not Supported Customer Segmentation Not Supported Dashboard Supported Feedback Management Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Supported Survey Management Supported Text Analysis Supported Trend Analysis Not Supported
Integrations HubSpot CRM Supported HubSpot Customer Platform Supported Pipedrive Supported Salesforce Supported Chargebee Supported Freshdesk Not Supported Google Analytics Supported HubSpot Sales Hub Not Supported Intercom Not Supported Mailgun Not Supported Segment Supported Slack Not 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 Salesforce Supported Chargebee Not Supported Freshdesk Supported Google Analytics Not Supported HubSpot Sales Hub Supported Intercom Supported Mailgun Supported Segment Not Supported Slack Supported Zapier Not Supported Zendesk Supported Zoho CRM Not Supported Show More Integrations View All 10 Integrations
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