Planhat vs Custify: Main Overview
Let’s begin with a review of Planhat and its main alternative:
Planhat Overview
Planhat is primarily a customer success platform that specializes in high-touch environments while also providing a good CRM solution to its customers.
- Key advantages: powerful platform, unified data, metrics engine, automations, success plans
- Key complaints: slow implementation, heavy lift, steep learning curve, setup complexity, pushing their CRM
Custify’s Overview
Custify’s customer success software is designed to better fit your business and team size. Custify’s customers are diverse and have complex use cases, and the platform’s automations, playbooks, and integrations better support hybrid, mixed-touch, and low-touch models.
- Key advantages: customer-success-first platform, automation engine, playbooks, intuitive UI, minimal ops dependency, better support for smaller teams, concierge onboarding
- Key complaints: occasional difficulties in implementation based on organizational complexity
Key Takeaways:
- Planhat is a powerful customer success platform that targets enterprise customers and supports advanced data setups.
- Custify is a feature-rich customer success software that can adapt to companies of all sizes with diverse engagement models.
- Planhat can be slow to implement, depending on account complexities, and they also actively try to push their CRM solution.
- Custify supports companies through its concierge onboarding and performs better for low-touch, tech-touch, and mixed-touch models.
Comparison Matrix: Planhat vs Custify
Data-first model with flexible schema to map accounts, subscriptions, events. Dynamic health scoring and customizable metrics Workflows, automations, drag-and-drop builders.
Event-first accounts/users; custom fields; calculated metrics; lightweight setup.
Weighted measures & segment‑level inputs; AI summaries
Event‑based playbooks; AI‑generated playbooks;
Success Plans, customer-facing sharing
Custom and built‑in lifecycles (onboarding, adoption, renewal)
Workflows, automations, drag-and-drop builders
Event‑based playbooks; AI‑generated playbooks;
Success Plans, customer-facing sharing
Custom and built‑in lifecycles (onboarding, adoption, renewal)
Dashboards for QBRs
Branded, shareable, customer portals & dashboards, customizable per client
AI features for analytics and suggestions (emerging)
Advanced AI summaries, AI playbooks, AI churn risk, sentiment scoring, conversational AI
Role-based dashboards, metrics engine, time series, funnel analytics
Fully-customizable, shareable dashboards and reports, customer 360 analytics, full customer experience monitoring
Real-time collaboration, task/project management inside the platform, shared customer objectives.
Task management in your CS dashboards, full collaboration capabilities, and automated task assignment
Depends on data mapping and workflows — several weeks to a few months typical.
~1-3 weeks from sign-up to full setup and value addition, with concierge onboarding
50-100 integrations (approx) Quote-based / tiered pricing (platform-focused)
45+ (+200 in Zapier) Quote (tiered/account‑based)
Strong in data model flexibility and metrics engine
Guided, concierge onboarding; fast time‑to‑value
Teams requiring advanced data modeling and enterprise features
Startup → Mid‑market (scales to enterprise)
Why choose Custify over Gainsight or Totango?
Let Custify guide your customer success journey with clear, actionable reports and insights.
Feature Breakdowns: Planhat vs Custify
1. Which Platform Has the Best Automation: Planhat or Custify?
Planhat features powerful automation capabilities and an extensive library of templates to help any CSMs kickstart their automation. Custify also has extensive automation features, allowing CSMs to use calculated metrics as triggers and conditions and even generate playbooks with the help of AI.
Planhat automation features
Customer success automation. Planhat features a solid automation engine meant to help CSMs increase their productivity. Planhat automations can include simple flows, branching, conditions, webhooks, wait steps, and functions.
Automation templates. To help make things easier for CSMs, Planhat features a large library of templates that are pre-configured and ready-to-use.
Replacement codes. Planhat features codes that one can insert in an automation to reference other automations. While these codes can get overly complex quickly, they are a nice feature to have.
Custify automation features
Advanced Automation Engine. Custify’s automation goes beyond simple triggers. With our automation engine, you can create event-based playbooks to automate communication, note-taking, surveys, customer tasks and portals, CSM tasks, and even other automations.
Calculated Metrics. Custify lets you create advanced metrics you can track using no-code automation. These metrics can then be used within automations to view insights, identify patterns, and follow trends.
AI-Generated Playbooks. With the launch and continued expansion of CustifyAI, our automations are also getting better. You can use CustifyAI to simply request specific automation playbooks based on a simple prompt. CustifyAI will generate the main steps of the automation, which you can then customize based on your account specifics.
2. How Does Health Scoring Work in Planhat and Custify?
While Planhat has the option to monitor customer health through health scoring, Custify’s health score engine is much more powerful and customizable, with the possibility of using multiple health scores per account, advanced calculated metrics, custom weighting and distribution for each score, and custom CSM ratings.
Planhat health scoring features
Customer Health. Planhat features a single customer health indicator that operates at the account level. This indicator can be influenced by multiple health factors that you can set up. The final score is calculated on a scale of 0-10.
Advanced Health Factors. Planhat lets you group health scores and calculate an average for a specific customer segment. Health factors can also have a more complex setup and impact on the final customer health score.
Custify health scoring features
Multiple advanced customer health scores that can be set up for each account, customer, or customer segment.
Weighted measurements. Each health score can have a different distribution (which values show in the red, orange, or green), as well as different impact levels on the overall global health. They can also be displayed or hidden from your account dashboard.
Signals, or automated health scores. Through the use of automations, CSMs in Custify can get notified when certain health scores dip below a certain threshold or climb over a value that indicates upsell potential.
Global health score for each account. The global health score in Custify is a complex equation that includes every health score for that account based on its preset impact level. For example, you could have a “Logins” health score of 67 with a low impact, a “Feature usage” score of 86 with high impact, and an “Active tickets” score of 54 with high impact. The Global score would be [(1*76)+(3*86)+(3*54)]/7 = 70.85, or approximately 71. In the equation, you can see the different impacts at play.
CSM rating that overrides health scores. At the same time, we recognize that health scores rarely tell the whole picture. To prevent panic scenarios where the customer is actually fine, we have a custom CSM rating health score that can accompany traditional health scores. This rating can also include a note from the CSM that says, for example, “this customer is fine.”
3. How Do Shareable Customer Portals Work in Planhat and Custify?
Both Planhat and Custify offer feature-rich, brandable, and shareable customer portals. The biggest difference is that Planhat portals are slightly more difficult to set up.
Planhat customer portal features
Customer portal pages and sections. Planhat’s portals feature simple building blocks called “pages,” which can feature both documents and dashboards relating to an account. These are then organized into sections.
Portal templates. Plahat allows users to create and save portal templates.
Portal manager. Portals in Planhat can be edited, assigned user roles, and shared from within the portal manager.
Custify’s customer portal features
Focused on key account details. Custify’s customer portals bring together customer objectives, KPIs, files, meetings, conversations, and more.
Include playbooks and tasks. You can embed account playbooks and assigned tasks inside the portal so customers can easily visualize the next steps on their journey and what is required of them.
Brandable and Shareable. Custify portals can be set up to feature customers’ brand colors and logos, and then shared directly with customers or shown in your next QBR / EBR.
4,Which Platform Has the Best AI Implementation: Planhat or Custify?
CustifyAI is more in-depth and complex, and integrates with the Custify platform better. Planhat features conversational AI and a writing assistant, while Custify includes churn risk and SWOT analyses, advanced customer summaries, the ability to generate automation flows, and an integration between CustifyAI and Slack, allowing you to ask about your accounts directly on Slack.
What customers say about Custify
A better experience for your customers, fewer headaches for your team. You'll be set up in minutes.
Custify helps us to identify upsell opportunities and churn risks very quickly. We now have better retention and a higher customer lifetime value. If you're looking for a CS tool, this is an easy decision.
Custify helps our success team to strategically manage our customers' life cycle. We can now instantly identify churn risks and use a data driven approach to onboarding, product adoption and health scoring. Custify is a no brainer for subscription businesses.
We saw ourselves reflected in Custify. Two small companies trying to really disrupt an industry and try to do something different. We were just excited to work with a company like that.
Custify helped us integrate their customer success management solution within weeks. We've gained a 360 degree view of our clients & it has allowed us to improve our customer focus and further refine our CS strategy. Their solution is scalable, easy to deploy and very user friendly.
If you're going to integrate a brand new tool into your day-to-day operations, you want to make sure that the people behind the tool are the ones with whom you see yourself doing business for a number of years. We felt safe investing in Custify because we know that they care about the product and its functionality & performance.
We've watched NRR grow steadily a lot over the past year, as we've doubled down on our customer usage, without increasing headcount. 90% of what we built is either an automated sort of email connection or automated task reminders.
Our SaaS is quite complex and offers multiple integrated solutions. Even in this scenario, Custify has proven to be a great tool. Our CSMs get a holistic 360 view of each customer and their interactions. On top of this, their support exceeded all our expectations.
Since using Custify we could manage more customers per CSM and we could identify customers that needed our attention. It allowed us to be more proactive on a daily basis and automate manual tasks. The process became really streamlined and it helped us become better for our customers.
Custify freed up more time for our team to focus on the parts of the job that they enjoy and remove the manual tasks and the things that they don't particularly like doing quite as much.
We use Custify to reduce unwanted customer churn. The setup was fast and easy for our tech team. Now our Customer Success Team can't live without Custify anymore.
We feared that the integration would wind up taking a lot of developer time, but we finished in less than half a day thanks to Custify's concierge onboarding.
The most important aspect of working with Custify is that they are very keen to hear and act on customer feedback. Dialogue is key - new product releases often have features that are useful to us. Their CSMs, proactively reach out once feedback that was important for us, has been implemented.
Custify's easy integration and native compatibility with platforms like Intercom and Hubspot streamlined our data centralization. Segmenting customers for targeted automated communications has been a game-changer.
Custify transformed our approach, consolidating information from scattered sheets to one efficient hub with insightful dashboards and dynamic health scores. Thanks to its integration capabilities, our team is now faster, more productive, and closely connected with our clients.
Custify's standout features, the flexible calculated metrics and the visual playbook builder, enable our data-driven company to extract meaningful insights from our customer data. It provides a comprehensive view of our Customer Success impact, from broad overviews to detailed individual customer analyses. With real-time notifications on upsell opportunities and actionable insights for both our Sales and Product teams, Custify is an essential tool for informed decision-making.
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Utilizing Custify, we've seen a significant increase in tool adoption, underscoring the value of health scores. The ability to instantly assess a company's performance and track user engagement trends has greatly empowered our customer success team. This has shifted their focus towards enhancing customer experiences, leading to higher engagement and referrals. Essentially, health scores have been pivotal in our strategy to understand and support our customers more effectively.
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Since integrating Custify, we've consistently exceeded our core KPIs, improved our retention rate and boosted our upsell revenue by 25 to 35% monthly. Coming into this role after Custify was onboarded, I've seen firsthand how much easier it is to manage these critical metrics. It's a game changer that supports my growth as a customer success manager, allowing me to focus effectively on our clients and drive our company's success forward.
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Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything. Now, everything is centralized, and I can focus on our customers without getting lost in mundane work. We've become more efficient, and our ability to engage and support our customers has greatly improved.
Without Custify, we would be completely blind-sided. It has brought all our customer data into one platform and automated key processes, allowing us to focus on what really matters—driving customer success. Thanks to the real-time alerts and insights, we increased our expansion MRR by 43% and reduced churn significantly. The time savings alone have been invaluable for our lean team.
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When we started with Custify, we had been using another platform that was too complex and required a lot of technical effort to maintain. Custify made everything simpler—centralizing our data, improving our NPS by 20%, and automating workflows, which saved us about 15 hours each month. With Custify it's easy to streamline your processes and focus more on customers.
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Custify has been a game-changer for us. Before, we were duct-taping solutions together, but now, with real-time insights and a holistic approach to customer data, we've significantly boosted customer satisfaction and made well-informed, data-driven decisions. This shift to proactive management has helped us reduce churn and better support our customers' success.
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Custify helped us shift from firefighters to a consultative team, without needing to hire more people.
The creation of our global health score process was definitely a milestone. We see Custify as a partnership rather than something we were sold and had to figure out on our own. That support has been what's made this successful for us.
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