Custify vs Retain
Custify
custify.comRetain
retain.soSide by side
| Figure | Custify | Retain |
|---|---|---|
| Price from | — | $79/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 4 |
| Spec score · Customer Health Score Software | 8.4 (#2) | 7.7 (#11) |
| Spec score · Proactive Customer Retention Software | 8.3 (#2) | 7.7 (#6) |
| Data retention | The default retention period during a contract is 24 months; after termination, Custify says deletion can take up to 7 days. | When an account is terminated or deletion is requested in writing, Retain says it deletes account data and end-user data within 30 days, subject to legal retention requirements. |
| Integrations | Custify can import CRM, billing, support, and marketing data, and offers a native API, a JavaScript snippet, and a Segment connection. | Retain can receive product events through its SDK or API, forward events from PostHog, read subscription data from Stripe or Polar, and send configured alerts to Slack or Discord. |
| Security | Custify states that it is SOC 2 Type 2 and ISO/IEC 27001 certified and GDPR compliant. | Retain says data is encrypted in transit with TLS, passwords are hashed, production access is restricted and authenticated, and workspace data access is scoped; it does not currently hold SOC 2 or ISO 27001 certification. |
Plans
Retain
- Pro$79 a month
- Growth$199 a month
- Scale$449 a month
- EnterprisePriced on request
In their own words
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.
Retain
Retain analyzes product usage and payment signals to score customer health, identify churn risk, and explain what is driving that risk. Its AI examines more than 10 behavior signals, including feature use, onboarding, trends, quiet days, and billing. Scores run from 0 to 100, correspond to risk levels, and are recalculated daily from current behavior. Teams can compare retention by signup month, plan, channel, or account size, and identify a Best Retention Trigger shared by successful customers. Retain groups accounts by lifecycle stage, sends contextual risk alerts, and prepares win-back messages based on customer changes. Product events can arrive through its SDK or API or be forwarded from PostHog; subscription information can come from Stripe or Polar. Alerts can be configured for Slack or Discord. It also exposes seven MCP tools to AI clients including Claude, Cursor, Codex, Gemini, and Perplexity: five read data and two change alert state. Retain is aimed at B2B SaaS companies past product-market fit with high-value customers and lean customer-success or account-management teams. There is no free plan; a 14-day trial is available. Monthly plans start at $79 a month for up to 150 active accounts.