Custify
Custify is a customer success platform designed for B2B SaaS companies to reduce churn, increase retention, and boost customer lifetime value through automated health scoring and lifecycle management.
Process Street
Process Street is a modern process management platform that helps you create, track, and automate core business workflows through interactive checklists to ensure your team follows consistent operating procedures.
Quick Comparison
| Feature | Custify | Process Street |
|---|---|---|
| Website | custify.com | process.st |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2018 | 2014 |
| Headquarters | Bucharest, Romania | San Francisco, USA |
Overview
Custify
Custify helps you manage your B2B SaaS customer relationships by bringing all your data into one clear view. Instead of jumping between different tools, you can see product usage, support tickets, and billing information in a single dashboard. This allows you to identify which customers are struggling and which are ready for an upgrade before they even reach out to you.
You can automate your entire customer success workflow, from onboarding new clients to setting up renewal alerts. The platform proactively notifies you when a customer's health score drops, so you can intervene immediately. By focusing on actionable insights rather than just data collection, you can spend less time on manual tracking and more time building meaningful relationships that drive long-term growth.
Process Street
Process Street is a simple way for you to manage your team's recurring checklists and procedures. Instead of static documents that sit in a folder, you get interactive workflows that guide your team through every step of a task. You can create rich documents with images, videos, and form fields to capture data as work happens, ensuring nothing falls through the cracks during complex operations.
You can use it for everything from employee onboarding and client setups to content approvals and safety inspections. The platform helps you maintain high standards by providing visibility into who is doing what and when. It scales with your needs, offering a free version for individuals and robust paid plans for teams that need advanced automation, conditional logic, and role-based permissions.
Overview
Custify Features
- Customer Health Scoring Define custom health scores based on product usage and engagement so you know exactly which accounts need your attention.
- Automated Playbooks Trigger automated tasks and emails based on customer behavior to ensure every client receives the right message at the right time.
- Lifecycle Management Track your customers through every stage of their journey, from initial onboarding to successful renewal and expansion.
- 360-Degree Customer View Consolidate data from your CRM, support desk, and billing system into one unified profile for every customer.
- Task Management Organize your daily workflow with automated task assignments and reminders that keep your team focused on hitting retention goals.
- Usage Tracking Monitor how your customers actually use your software to identify feature adoption gaps and opportunities for upselling.
Process Street Features
- Interactive Checklists. Turn your static SOPs into live checklists where you can track progress and ensure your team follows every step.
- Conditional Logic. Create truly dynamic workflows that automatically adapt and show or hide tasks based on the data you enter.
- Collaborative Approvals. Streamline your decision-making by setting up single or multi-stage approval flows for any task or document.
- Data Capture Forms. Collect structured data within your workflows using form fields, then sync that information directly to your other tools.
- Task Assignments. Assign specific steps to different team members and set dynamic due dates to keep your projects on schedule.
- Workflow Automations. Connect your processes to thousands of apps to trigger actions automatically and eliminate manual data entry.
Pricing Comparison
Custify Pricing
Process Street Pricing
- 1 active workflow
- Unlimited pages
- Unlimited storage (5MB/file)
- Email support
- Standard templates
- Everything in Free, plus:
- Up to 5 members
- Unlimited workflow runs
- Conditional logic
- Stop tasks
- Role-based permissions
Pros & Cons
Custify
Pros
- Highly customizable health scoring and automation playbooks
- Responsive customer support team during the implementation phase
- Clean and intuitive interface that simplifies complex data
- Deep integrations with popular CRM and support tools
Cons
- Initial setup requires significant time and data mapping
- No public pricing makes budget planning difficult initially
- Learning curve for building complex automated workflows
Process Street
Pros
- Intuitive interface makes creating complex workflows simple
- Conditional logic handles complicated business rules easily
- Strong integration capabilities with Zapier and Slack
- Excellent for maintaining consistency across remote teams
Cons
- Pricing can be high for very small teams
- Mobile app experience is less robust than desktop
- Steep learning curve for advanced automation features