Custify vs Velaris
Custify
custify.com
Velaris
velaris.ioSide by side
| Figure | Custify | Velaris |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Customer Health Score Software | 8.4 (#2) | 6.6 (#23) |
| Spec score · Customer Success Software | 8.4 (#2) | 6.6 (#21) |
| Spec score · Proactive Customer Retention Software | 8.3 (#2) | 6.6 (#16) |
| Spec score · Customer Revenue Optimization (CRO) Software | 8.4 (#2) | 6.6 (#17) |
| Integrations | Custify can import CRM, billing, support, and marketing data, and offers a native API, a JavaScript snippet, and a Segment connection. | Velaris says it supports more than 70 integrations and offers to build integrations that customers need but do not see listed. |
| Intended customers | Custify describes its platform as designed for customer success managers and B2B SaaS businesses. | Velaris says it is built for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses that need to manage Customer Success at scale. |
| Product | Custify is customer success software for centralizing customer data, automating workflows, reducing churn, and driving expansion. | Velaris is an AI agent platform for Customer Success teams that automates workflows and helps teams become more proactive. |
| Security | Custify states that it is SOC 2 Type 2 and ISO/IEC 27001 certified and GDPR compliant. | The security portal lists ISO 27001:2022 certification, SOC 2, and GDPR compliance. |
Plans
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.