Looking for a Custify Alternative? Accelerate with In-app CS WorkspaceFlexible Platform Robust IntegrationQBR AutomationEmail AssistanceCustom Dashboards
Outgrown Custify? Upgrade to AppEQ for Real-Time Insights, Scalable Automation, and Enterprise-Ready Engagement.
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Why CS Leaders Switch to AppEQ
Modern CS & AM teams are moving away from legacy platforms like Custify. Here’s how AppEQ compares:
| Feature | Custify | AppEQ |
|---|---|---|
| Data Driven Slide, Doc & Email | Partial Automation | Automated |
| In-App Workspace | ❌ | ✅ Flexible to configure different workspace based on team requirements like SMB, Enterprise & Leaders |
| Personalized QBRs | Manual | Automated with SmartSlides |
| CRM & Product Data Integration | Partial | Native & Real-Time |
| Email & Engagement Tools | Partial | ✅ Email Assist & Engagement Widget |
| Custom Dashboards | Complex Setup | Tailored + Done-for-you |
Level Up from Basic CS Tools — Drive Enterprise-Ready Engagement with AppEQ
Custify is great for small teams getting started with Customer Success—but as your organization scales, you need more than basic health scores and task tracking. AppEQ is built for growing CS and AM teams who need deeper insights, automation, and the ability to engage customers with personalized, data-driven content at scale. By unifying CRM, product usage, and subscription data, AppEQ helps you go beyond monitoring to meaningful, revenue-driving action.
From SMB Simplicity to Enterprise-Grade Execution
Overcome Custify’s Limitations:
• Limited integrations and shallow data connectivity
• Basic reporting and static health metrics
• No built-in automation for QBRs, emails, or customer-facing insights
With AppEQ, your CS team gets more than visibility—they get power. SmartSlides and Email Assist let you automate QBRs and emails using live customer data, while customizable dashboards and integrations support complex workflows and high-growth teams.
Automate QBRs with SmartSlides
Enable your team to instantly access account-level charts and tables for data-rich presentations, documents and emails—perfect for kick-offs, status updates, MBRs/QBRs, renewals, and more.
Flexible In-App Workspace for Proactive Actions
No more tab-hopping.
AppEQ’s In-App Customer Success Workbench delivers real-time insights right where CSMs work — making it easy to stay ahead of churn, identify growth opportunities, and deliver proactive value.
• Instant Context, No Hunting – View product usage, health scores, and renewal insights directly inside your CRM or Inbox.
• Proactive Outreach, Every Day – Get nudges and playbooks tailored to each account so you never miss a moment to drive value.
Native Integrations That Just Work
Say goodbye to manual exports and data stitching.
AppEQ connects natively with your CRM, product analytics, and billing systems — giving CS Ops full visibility and control without complex API workflows.
• ⚙️ Plug & Play with Your Stack – Seamless integrations with Salesforce, HubSpot, Mixpanel, Chargebee, and more — all without engineering lift.
• 📈 One Source of Truth for CS Data – Align product usage, account health, and revenue data across your CS tools for reliable, real-time reporting.
Personalization at Scale, Without the Manual Work
Your CSMs shouldn’t spend hours prepping slides.
AppEQ uses AI to auto-generate personalized, data-driven insights and talk tracks — enabling consistent, executive-ready content at scale across your customer base.
• 🧾 Standardized Yet Personalized – Deliver tailored QBRs, EBRs, and ROI decks that align to each customer’s goals — with zero manual effort.
• ⚡ Scalable Team Enablement – Empower every CSM with pre-built summaries, value highlights, and recommended actions — all auto-inserted into SmartSlides.
Data Driven Customer Success
Data Driven Decks, Docs and Emails
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