Custify vs. Pulpstream Comparison


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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 53% of HR professionals plan to invest in process automation, according to a KPMG survey. Create an easier experience for your team by automating requests such as Leave of Absence, Intermittent, employee onboarding/offboarding. A Forrester study showed a 361% rise in the total ROI from automating safety and risk management processes. Streamline entire safety and risk management operations, including OSHA compliance, incident management, claims management, investigations, and audits & inspections across locations and geographies. Free yourself from repetitive tasks and busy work. Tap into our white-glove service to rethink and redesign your business processes and automate them in record time. Leverage Pulpstream’s built-in alerts, notifications, and process kick starters to keep things moving, and track when and where tasks get stuck. Put your processes on autopilot and see progress at a glance.
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 Supported iPad Supported Android Supported Chromebook Not Supported
Audience B2B SaaS companies	Audience Safety and risk management solution for organizations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online 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 No information available. 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 Supported Live Online Supported In Person Not Supported
Company Information Custify Founded: 2017 Romania www.custify.com	Company Information Pulpstream Founded: 2013 United States pulpstream.com
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Categories Churn Prevention Supported Customer Satisfaction Supported Customer Success Supported Failed Payment Recovery Supported Upsell & Cross-Sell Supported	Categories Business Process Automation Supported Business Process Management Supported EHS Management 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 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 Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Not Supported EHS Management Features Audit Management Supported Corrective / Preventive Actions Supported Environmental Management Supported Environmental Risk Assessment Supported Forms Management Supported Incident Management Supported Industrial Safety Management Supported Injury Reporting Supported Inspection Management Supported MSDS Not Supported Occupational Health Management Supported OSHA Recordkeeping Supported Safety Risk Assessment Supported Training Management Supported Waste Management Not Supported
Integrations Adobe Acrobat Sign Not Supported Chargebee Supported Docusign Not Supported Google Analytics Supported HubSpot CRM Supported HubSpot Customer Platform Supported Pipedrive Supported Salesforce Supported Segment Supported Zapier Supported Zoho CRM Supported Show More Integrations View All 9 Integrations	Integrations Adobe Acrobat Sign Supported Chargebee Not Supported Docusign Supported Google Analytics Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Pipedrive Not Supported Salesforce Not Supported Segment Not Supported Zapier Not Supported Zoho CRM Not Supported Show More Integrations View All 2 Integrations
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