Softwr

Customer Success · head to head

Custify vs Proposify

Custify logo

Custify

Customer Success

Customer Success Software for SaaS

From
$399/month
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$19/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Custify no mobile app for on-the-go customer success management; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Custify covers Health scores, Proposify covers Proposal templates.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Custify and Proposify actually diverge.

Attributes where Custify and Proposify differ
AttributeCustifyProposify
Starting price$399/month$19/month
Pricing modelUnknownsubscription
CategoryCustomer SuccessSales Enablement
Founded20172013

Identical on both: free tier (No), platforms (Web), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Custify

  • Health scores
  • Playbooks
  • Task automation
  • Customer 360
  • Churn alerts
  • Intercom

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Pipedrive

Both cover

  • Salesforce
  • HubSpot
  • Stripe
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Custify

  • Customer Successnot Proposify
  • Saasnot Proposify
  • Automationnot Proposify

Proposify

  • Document proposal and template managementnot Custify
  • Sales document tracking and managementnot Custify
  • Team collaboration on proposalsnot Custify

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Custify

  • No mobile app for on-the-go customer success management
  • Limited reporting customization options

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

Pricing, plan by plan

Custify

$399/month
  • Starter$399/month
    • Customer 360 view
    • Basic health scoring
    • Task management
  • Growth$undefined/mo
    • Expansion opportunity identification
    • Advanced automation
    • Custom dashboards

Proposify

$19/month
  • Basic$19/month
    • 10 document sends per month
    • Annual billing (monthly billing: $29/month)
    • Overage: $0.50 per send
  • Team$41/month
    • 30 document sends per month
    • Annual billing (quarterly billing: $49/month)
    • Overage: $0.30 per send
  • Business$3900/year
    • 75 document sends per month
    • Custom pricing (starts at $3,900/year)
    • Overage: $0.75 per send
  • Enterprise$null/month
    • Custom pricing and send limits

Which should you pick?

Choose Custify if

  • You need health scores.
  • You also want playbooks.
Custify review

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is Custify or Proposify better?
Neither clearly leads. Custify starts at $399/month and Proposify at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Custify or Proposify?
Custify starts at $399/month and Proposify at $19/month.
Does Custify or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Custify best used for?
Custify is most often used for customer success, saas, automation. Of those, customer success and saas are not what Proposify is typically brought in for.
What can Custify do that Proposify cannot?
Custify covers Health scores, Playbooks, Task automation, Customer 360. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Salesforce, HubSpot, Stripe, Web support.

Answered from the vendors’ own pages

Custify: How much does Custify cost?

Custify pricing starts at $399-$899 per month depending on team size and seats. Pricing is quote-based for larger teams, with no per-seat fees on higher tiers.

Source
Proposify: How much does Proposify cost?

Proposify Basic plan costs $19/user/month (annual) or $29/user/month (monthly). Team plan is $41/user/month (annual) or $49/user/month (quarterly). Business starts at $3,900/year with custom pricing for Enterprise. All prices in USD.

Source
Custify: What CRM systems does Custify integrate with?

Custify integrates with HubSpot, Salesforce, Zoho CRM, Zendesk Sell, Intercom, Pipedrive, Close CRM, Freshworks CRM, and 200+ other applications through Zapier.

Source
Proposify: What document send limits does each plan include?

Basic includes 10 monthly sends ($0.50 per overage), Team includes 30 monthly sends ($0.30 per overage), and Business includes 75 monthly sends ($0.75 per overage). Enterprise has custom limits.

Source
Custify: Does Custify have a mobile app?

No, Custify does not offer a dedicated mobile app. It is a cloud-based web platform accessible via browser on mobile devices.

Source
Proposify: Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.

Source
Proposify: How much do I save with annual billing?

Annual billing offers significant discounts compared to monthly options. For example, Basic plan saves up to 4 months of fees per year when billed annually versus monthly.

Source
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