You say the word CRM in a meeting, and someone inevitably says HubSpot before you can even finish your sentence. The same way someone yells “Kleenex!” when they mean tissue or “Uber!” when they mean ride share. HubSpot has become the default answer to "What CRM should we use?" - which is fine… if you like paying for features you might never use and turning your sales and marketing team into part-time data-entry specialists.
But maybe, just maybe, you’re not here to make your SDRs cry into their dashboards. Maybe you actually care about customer success and lifetime value instead of just capturing leads and hammering them until they unsubscribe.
If that’s you, you might want to meet Custify.
Custify is a customer success platform built for SaaS and subscription-based businesses that want to keep customers happy after the sale. (Radical idea, right?)
Where HubSpot is a Swiss Army knife that comes with 37 attachments you didn’t ask for, Custify is the precision tool that actually helps you do one thing incredibly well: make sure your customers stay, grow, and love you.
| Feature | HubSpot | Custify |
|---|---|---|
| Primary Focus | Marketing & Sales | Customer Success & Retention |
| Onboarding Experience | “Here’s 40 hours of training videos.” | “Here’s how to help your customers succeed starting day one.” |
| Data You Actually Use | 15% of what’s in the CRM | 100% - because it’s directly tied to customer health and renewals |
| Integration with Product Data | Possible, but not their love language | Baked in - product usage metrics are the star of the show |
| Ease of Getting to ROI | Slow burn, requires marketing campaigns to pay off | Fast - retention improvements show up in churn metrics ASAP |
| Likelihood to Require a Full-Time Admin | Pretty high | Low (unless you just like hiring more people) |
When I saw the Custify demo today, I had one of those “Wait, why isn’t everyone using this?” moments. Here’s why:
Customer Health Scoring That Doesn’t Require a PhD
No more mystery churn. Custify shows you, in real time, which accounts are thriving and which are waving little red flags.
Automated Playbooks
Because manually chasing every “uh-oh” account is a special kind of corporate masochism. Trigger onboarding flows, renewal nudges, upsell offers — all without lifting a finger.
Product Usage Insights That Matter
HubSpot tells you if someone opened your last email. Custify tells you if they’ve stopped using your product entirely. Which do you think is more useful when deciding who needs attention?
Seamless Integration with Your Existing Stack
Pull in CRM data, support tickets, and product analytics so you have a complete view of the customer — without 12 browser tabs open.
Retention, Retention, Retention
Because if you’re losing customers faster than you’re getting them, your sales pipeline is just a really expensive leaky bucket.
Even if you’re a ride-or-die HubSpot shop, you can still bring Custify into the mix. Think of it like hiring a personal trainer in addition to your gym membership. Sure, the gym has all the equipment — but the trainer actually makes sure you’re getting results instead of just wandering around near the squat rack.
The truth is, HubSpot can do customer success… sort of. But it’s not their core mission. Custify was literally built for it. And for SaaS companies, that focus matters.
If you’re serious about:
Lowering churn
Increasing upsells
Actually knowing what’s going on with your customers after they buy
… then Custify isn’t just “another CRM.” It’s the missing half of your revenue strategy.
And if you’re still skeptical, go get a demo. Worst case, you’ll walk away thinking, Wow, maybe I don’t have to live inside HubSpot forever.
Want help figuring out the right tools for your growth stack?
At Sea Change Advisors, we help SaaS and SMB teams choose platforms that actually move the needle — without the bloat, without the drama.
Let’s talk and make your tech stack actually work for you.