Custify vs. Upzelo Comparison


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With over 100 integrations, the system fits seamlessly into current workflows while delivering measurable, long-term financial impact. 7 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. 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Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences. 3,089 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 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 BrandMail BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures. 332 Ratings Visit Website Birdeye Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale. 5,194 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 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. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 198 Ratings Visit Website ZipRecruiter At ZipRecruiter, our mission is to actively connect people to their next great opportunity. ZipRecruiter's smart matching technology finds candidates with the right skills and experience and prompts them to apply. It uses ZipRecruiter AI to analyze the keywords, skills, experience, and location details in your job description. It then compares this information with the profiles and resumes of millions of job seekers in our database. The system then presents you with candidates whose qualifications are the strongest match, helping you quickly identify top talent. It also sends jobs to 100+ job boards with one click. ZipRecruiter provides 24/7 customer support rated highest for quality among major hiring platforms. You can contact us via: Phone, Live Chat or Email. ZipRecruiter is the #1-rated hiring site according to G2. ZipRecruiter delivers quality candidates to 80% of employers within the first day. ZipRecruiter serves both small businesses and enterprise employers. 14,382 Ratings Visit Website
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 Upzelo's customer loyalty and reward programs are crafted to boost your business's growth. Make each purchase a celebration with a bespoke program that's easy to set up and launch in minutes, all without needing any coding skills! Should you require assistance, our support and migration teams will guide you at every step. It's the only loyalty app you need. Points programs, VIP levels, and referral incentives foster trust and reward your customers for their engagement. Upzelo is an all-in-one customer loyalty and rewards platform. Transform one-time buyers into lifelong customers.
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 Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience B2B SaaS companies	Audience B2C, E-commerce, Retailers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support 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 $47 per month Free Version 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 Upzelo Founded: 2021 United Kingdom upzelo.com/
Alternatives Customerscore.io	Alternatives Churnfree
Phano	Churnkey
Skalin	Snipp
CustomerGauge	Umanest
involve.ai View All	CustomerGauge View All
Categories Churn Prevention Supported Customer Satisfaction Supported Customer Success Supported Failed Payment Recovery Supported Upsell & Cross-Sell Supported	Categories Churn Prevention Supported Customer Engagement Supported Customer Loyalty Supported Customer Retention Supported Customer Satisfaction Supported Customer Success Supported Loyalty Management Supported NPS 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 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 Not Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Show More Features Customer Engagement Features Analytics Supported Churn Management Supported Communication Management Not Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Not Supported
Integrations Zapier Supported Adobe Commerce Not Supported Axis LMS Not Supported Chargebee Supported Feefo Not Supported Google Analytics Supported Gorgias Not Supported HubSpot CRM Supported HubSpot Customer Platform Supported Intercom Not Supported Magento Not Supported REVIEWS.io Not Supported Recharge Not Supported Salesforce Supported Segment Supported Shopify Not Supported Slack Not Supported WooCommerce Not Supported Zendesk Not Supported Zoho CRM Supported Show More Integrations View All 9 Integrations	Integrations Zapier Supported Adobe Commerce Supported Axis LMS Supported Chargebee Not Supported Feefo Supported Google Analytics Not Supported Gorgias Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Intercom Supported Magento Supported REVIEWS.io Supported Recharge Supported Salesforce Not Supported Segment Not Supported Shopify Supported Slack Supported WooCommerce Supported Zendesk Supported Zoho CRM Not Supported Show More Integrations View All 15 Integrations
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