Quivly vs. Custify
Custify is a customer success platform: health scores, playbooks, a portal, and a four-week concierge start. Quivly runs the book in hours, with agents and Radar.
Phased migration — see integrations or book a demo for timelines.
Both cover health and playbooks. Quivly is live in hours, runs the play, and adds Radar.
| Capability |  Quivly | Custify |
|---|---|---|
| Go live in hours | Yes | —Not a focus |
| Health scores | Yes | Yes |
| Playbooks and workflows | Yes | Yes |
| AI that carries the next play | Yes | Partial |
| MCP for Claude, Cursor, and ChatGPT | Yes | —Not a focus |
| External market signals (Radar) | Yes | —Not a focus |
| CRM, warehouse, and billing together | Yes | Partial |
A check is included. Partial covers part of it. A dash is not the product.
Custify gives a CS team a workspace: health, playbooks, surveys, a portal, and AI that summarizes the account. Their concierge onboarding is four weeks. Quivly runs the work. Live in hours. Billing and the warehouse on the record. Radar for the market.
Custify is the classic customer success platform, with AI added for summaries and suggested actions. You design the metrics and the playbooks. The start they sell is four weeks. Quivly is the system the book runs in. Agents carry onboarding, renewal, and expansion. Ask Quivly answers across billing and the warehouse. Radar sees outside the product. Hours, not a month.
A team that wants a familiar CS workspace: health, playbooks, NPS and CSAT, and a branded portal customers log into.
A team that wants the book moving this week. Ask across CRM, the warehouse, billing, and support. The next play runs. Radar sits next to health. No formula project before anyone can act.
Both show health, connect to the CRM, and use AI so a CSM spends less time assembling context. The choice is the category: a platform you configure, or the system that runs the work.
Switch when Custify is where you look, and the account still lives in the warehouse, billing, and support. Stay if a customer portal and NPS or CSAT are the job you bought it for.
“Before Quivly, our team spent over half their time on manual data-gathering and spreadsheet wrangling. We saw immediate ROI: within our first two weeks.
Now months in, our CSMs are managing up to 60% more ARR in their books of business compared to before—effectively saving us from needing additional headcount as we scale.”
Robyn Lee
Director of Customer Experience · Mycroft
Customer 360
CRM, billing, product, and support connected. Health is tied to revenue and usage from the start.
At-risk · by P(churn)
Signals re-ranked every hour
Railway
Vercel
Supabase
Resend
Vercel: Health 84 → 66 in 2 wks
Railway: Score crossed below 50
Actions Feed
Onboarding, the save, and expansion are prepared and can go out. Less time in a playbook builder.
Expansion playbooks
Start when expansion signals match
Supabase
Expansion QBR + pricing bands
Vercel
New seats: approval loop
Railway
API tier — upgrade nudge
Slack: #expansion — Supabase QBR sent for review
Automated
Vercel: 12 seats — finance approval draft
Needs approval
In-app: Railway “upgrade API tier” nudge
Automated
Ask Quivly
Risk, renewal, what changed. Across billing and the warehouse, not a summary on a CS screen.
Portfolio command center
Heatmap · renewals · team load
Portfolio health heatmap
Segments × regions · warmer tone = more attention needed
Renewal risk · ARR at stake
prob.-weighted
CSM workload & capacity
Radar
Funding, a leadership change, a competitor in the account. NPS and product usage do not see that.
Expansion signals
Ranked for your book · last 30d
Supabase
Seats +18 · API calls +42% vs LM
+$240K ARR
Vercel
New workspace · 3 envs in 14d
Uplift
Railway
Adoption: deploys 2.1× L90
+$95K
Resend
Steady usage, cross-sell fit
QBR
Vercel+Supabase: shared expansion cluster
Railway crossed usage tier threshold
Quivly goes live in hours. Custify publishes concierge onboarding as a four-week start.
Yes. CustifyAI summarizes accounts, reads sentiment, and can turn a process into playbooks. That is AI inside a CS platform. Quivly’s agents run the play, Ask Quivly covers billing and the warehouse, and Radar covers the market. MCP reaches the assistants your team already uses.
Custify includes a customer portal plus NPS and CSAT. Quivly is not a survey tool or a branded portal. If that portal is the requirement, Custify covers it. If running the book is the requirement, Quivly does.
Custify means designing health, metrics, and playbooks inside a concierge onboarding. Quivly is built so the team connects sources and runs.
Agents, Ask Quivly, and Radar on one record. Live the day you connect.
