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.

Looking for a Custify Alternative? Accelerate with In-app CS WorkspaceFlexible Platform Robust IntegrationQBR AutomationEmail AssistanceCustom Dashboards

See how it works

Trusted by world's leading brand

Why CS Leaders Switch to AppEQ

Automate QBRs with SmartSlides

Flexible In-App Workspace for Proactive Actions

Native Integrations That Just Work

Personalization at Scale, Without the Manual Work

Data Driven Customer Success

Data Driven Decks, Docs and Emails

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BY USE CASES

BY TOOL STACK

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