CSI Pro vs Custify
CSI Pro
customersuccessintelligence.com
Custify
custify.comSide by side
| Figure | CSI Pro | Custify |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 2 | 1 |
| Spec score · Customer Success Analytics Software | 8.1 (#6) | 8.2 (#4) |
| Purpose | CSI Pro provides customer success teams with renewal probability scores, AI-generated QBRs, and retention playbooks in a browser-based tool. | Custify is customer success software for centralizing customer data, automating workflows, reducing churn, improving onboarding, and driving expansion. |
| Security | The maker says account data stays locally in the browser and API keys are encrypted with AES-256-GCM using PBKDF2 with 100,000 iterations. | Custify states that it is SOC 2 Type 2 and ISO/IEC 27001 certified and GDPR compliant. |
| Support | The privacy policy and terms list [email protected] for questions. | Custify lists in-app and email support and describes guided onboarding and implementation assistance. |
Plans
In their own words
CSI Pro
CSI Pro is a browser-based tool for customer success teams assessing renewal risk and preparing account materials. It calculates a 0–100% renewal probability score from usage trends, support volume, and sentiment; this scoring works offline without AI. The tool can draft structured QBRs and one-page escalation briefs, with AI-enhanced outputs available in Pro. Account Intelligence synthesizes company news, financial signals, and customer success community data, and includes three free research uses with Wikipedia as a fallback when no API key is available. Pro adds a Document Vault that accepts PDF, CSV, and TXT files and uses their contents in QBR, triage, and advisor outputs. CSI Pro is delivered as a single HTML file, and core scoring, QBR, triage, and advisor features work offline. The free plan includes core scoring and analysis with no account required. Pro Lifetime is listed at 29.00 USD once, with use on up to two devices simultaneously and a perpetual license for internal business use.
Custify
Custify is customer success software for bringing customer information together, automating workflows, reducing churn, and supporting expansion. Its Customer 360 dashboard combines customer data, product usage, adoption, health scores, and lifecycle details. Teams can define custom KPIs and metrics, track trends, and monitor at-risk customers and expansion opportunities. Playbooks can send reminders and assign tasks when metrics change; CustifyAI adds conversation summaries, natural-language customer queries, account selection, and AI-assisted workflow actions. The platform can import CRM, billing, support, and marketing data through a native API, JavaScript snippet, and Segment connection. Named integrations include Salesforce, HubSpot, Stripe, Chargebee, Recurly, Intercom, Help Scout, and Zendesk. Custify states that it maintains active GDPR compliance and ISO 27001 certification, and hosts customer data in Germany. Concierge Onboarding typically takes about four weeks and includes integration help, live training, a dedicated customer success manager, and post-launch support. Pricing is on request; a free trial is available.