Customer Success Software

Are you looking for a reliable customer success software to manage your customers? GoodFirms presents here a carefully handpicked list of the best customer success platforms. The customer success management software listed here enable account management, alerts/notifications, communication management, customer engagement, customer lifecycle management, health score, onboarding, revenue management, reporting, analytics, task management, and more on a unified platform. To find the perfect customer success manager tools, explore this list of the best CSM software. Also, leverage filters for features, business size, pricing model, deployment type, and check the verified user reviews for the top customer success software listed here.

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Listed Top Customer Success Platforms | Best Customer Success Tools

  • 1. Zendesk Support

    Customer Service Software & Remote Support Software
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    Zendesk’s powerful and flexible customer service software and engagement platform scale to meet the needs of any business, from startups and small businesses to growth companies and enterprises. Zendesk offers a fully integrated call center built right into its support platform. Agents can handle calls in the same workspace as all other channels. This cloud-based support platform gives them full... learn more about Zendesk Support

    "If you're looking for great help desk software then Zendesk is the one for you."
    Brian Donovan, CEO at TimeShatter
    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    14%

    Category Focus

    Customer Success Software
  • 2. Agile CRM

    All-in-One CRM Software, Sales Enablement + Marketing Automation + Customer Service.
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    Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and ma... learn more about Agile CRM

    "Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses."
    Anonyms User
    Entry Level Price
    Free version
    Free Trial
    Available
    16%

    Category Focus

    Customer Success Software
  • 3. Intercom

    A new and better way to acquire, engage and retain customers.
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    Intercom builds a suite of messaging-first products that all modern internet businesses can use across the customer life cycle, from acquisition to engagement, and support. It's a modern product for sales, marketing and support to connect with customers and grow faster.... learn more about Intercom

    "I will highly recommend it due to its ease-of-use and great compatibility."
    Daniela Sawyer, Founder at FindPeopleFast
    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    25%

    Category Focus

    Customer Success Software
  • 4. Gainsight CS

    Deliver the Outcomes Your Customers Desire
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    Gainsight CS makes customers your best growth engine. Get a comprehensive view of your customers, understand trends and risks, and empower your team to scale with proven actions that deliver outcomes.... learn more about Gainsight CS

    "Versatile tool with a good customer support"
    Tal Admon
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    25%

    Category Focus

    Customer Success Software
  • 5. CRM Creatio

    The most agile CRM platform to accelerate sales, marketing, service and operations
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    CRM Creatio is a comprehensive full-fledge application to accelerate marketing, sales, and service that can be deployed as standalone products, or as a bundle on a single CRM platform. Creatio is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales and customer service. Midsize and large organizations can now efficiently manage the complete c... learn more about CRM Creatio

    "One of the best CRM I have used till now. "
    Anonyms User
    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    25%

    Category Focus

    Customer Success Software
  • 6. Tribe

    Launch your custom social network
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    Increase user engagement, drive retention, and boost member lifetime value. Create a stand-alone social network or integrate into your product/site. Enable your users to connect and discuss under your brand. Users can follow, ask questions, start discussions, upvote, comment and share content. Enjoy ready-to-use widgets to add social components to any part of your application. Anything that you ca... learn more about Tribe

    "A great platform to engage plentiful users and partners and make them stay"
    Werner Jorgensen , Marketing & Sales expert at Tooleto
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    25%

    Category Focus

    Customer Success Software
  • 7. TeamSupport

    Customer-focused Customer Support Software.
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    TeamSupport is customer support software built for B2B software and technology companies. Our dedicated customer and contacts databases help you manage customers at the company level, and better understand them so you can provide proactive support. Our collaborative approach to B2B customer support lets your entire team work together to solve customer issues faster and more efficiently. ... learn more about TeamSupport

    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    33%

    Category Focus

    Customer Success Software
  • 8. HubSpot Service Hub

    Turns Customers Into Promoters and Service Into Growth.
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    Customer service software that makes it easy to manage and connect with customers, and truly help them succeed. You’ll make customers happier, keep them longer, and grow your business faster. ... learn more about HubSpot Service Hub

    Entry Level Price
    Free version
    Free Trial
    Available
    33%

    Category Focus

    Customer Success Software
  • 9. Taskfeed

    Precursive is the all in-one project platform.
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    Precursive is the all-in-one project platform for Customer Success and Professional Services on Salesforce. Get, grow and retain customers with easy-to-use apps for project management, resource management, and professional services automation (PSA). Precursive is an integral part of our internal workflow, which enables us to effectively manage projects throughout the lifecycle of our clients. ... learn more about Taskfeed

    Entry Level Price
    $40 Per Month
    Free Trial
    14 Days
    50%

    Category Focus

    Customer Success Software
  • 10. UserGuiding

    Code-free product walkthroughs to boost retention
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    UserGuiding is a results-oriented and user-friendly onboarding guides and walkthroughs creator and manager. This allows you to assist your new users to perform and complete their tasks efficiently and adroitly. Furthermore, this lets them gain in-depth knowledge about your web application or programs as they go. Apart from being built with the ease of use of end users in mind, UserGuiding is al... learn more about UserGuiding

    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    50%

    Category Focus

    Customer Success Software
  • 11. SmartKarrot

    Customer Success Platform
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    The SmartKarrot platform drives product and customer success through better user engagement and retention. SmartKarrot combines product insights and personalization engine with rich notifications, pulse feedback and referral management to provide an actionable mapping across the user journey. SmartKarrot is actively helping businesses across industries (patient engagement, employee engagement, con... learn more about SmartKarrot

    Entry Level Price
    Contact Vendor
    Free Trial
    30 Days
    20%

    Category Focus

    Customer Success Software
  • 12. Preferred Patron

    LOYALTY AND GIFT CARD SOLUTIONS WE HAVE THE RIGHT SOLUTION FOR YOU!
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    Preferred Market Solutions, LLC. is a leading provider of Customer Engagement Software and Loyalty Programs throughout the United States, Canada and abroad. We offer cutting-edge systems and marketing services to businesses world-wide. Our Preferred Patron™ loyalty platform has been helping businesses, small, medium and large, succeed across many diverse industries, including automotive, retail,... learn more about Preferred Patron

    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    20%

    Category Focus

    Customer Success Software
  • 13. Froged

    Give customers a personalized and self serve support
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    Froged is easy to install, just with a few steps, you can include in your product, live chat, knowledge base, in-app messages and much more to have a life cycle customer service... learn more about Froged

    Entry Level Price
    Free version
    Free Trial
    Available
    20%

    Category Focus

    Customer Success Software
  • 14. Helpwise

    Convert Customer Queries into Customer Delight
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    Helpwise Shared Inbox provides separate logins for the same business email hence allowing you to easily share the workload, assign emails to the right people, implement automation around your email workflow and easily track the performance & other metrics. By using Helpwise Shared Inbox, your team will not only get highly productive but customers or prospective leads will get their replies quickl... learn more about Helpwise

    Entry Level Price
    $12 Per Year
    Free Trial
    14 Days
    25%

    Category Focus

    Customer Success Software
  • 15. Ivinex CRM

    Capture Manage Move - Flow Data correctly
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    Ivinex CRM is a cloud-based solution that can be scaled to meet the business needs of any company. Flexible platform that provides sales and customer service functionality: forecasting, lead management, call center, surveys, and more. ... learn more about Ivinex CRM

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    33%

    Category Focus

    Customer Success Software
  • 16. Planhat

    We are passionate about customer success and technology
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    Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a... learn more about Planhat

    Entry Level Price
    $750 Per Month
    Free Trial
    N/A
    50%

    Category Focus

    Customer Success Software
  • 17. Precursive

    MAKE EVERY CUSTOMER A SUCCESS STORY.
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    Improve services delivery to maximize revenue by aligning sales, services, and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources, and make better use of your capacity. Plan, track and forecast your team's... learn more about Precursive

    Entry Level Price
    $40 Per Month
    Free Trial
    14 Days
    16%

    Category Focus

    Customer Success Software
  • 18. inSided

    Build a branded Online Community.
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    The best online community software to build the community; inSided is a community platform enables conversation across all channels and it will be helpful to the customers to get valuable advice anytime, anywhere. The user can also increase traffic with user-generated content through the software. The user can catch everything to build engaging community platform through inSided. With the help of ... learn more about inSided

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    33%

    Category Focus

    Customer Success Software
  • 19. Pendo Platform

    Pendo helps product teams deliver the value users want, even as their needs evolve.
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    Pendo helps product teams deliver the value users want, even as their needs evolve. Communicate with your customers where they live. Combine product engagement, surveys, and feedback to maximize customer retention. Optimize trial conversions and user onboarding in-product. ... learn more about Pendo Platform

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    33%

    Category Focus

    Customer Success Software
  • 20. Freshsuccess

    Prevent churn, increase expansion, and strengthen customer relationships.
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    Freshworks provides intelligent customer engagement software for businesses of all sizes, making it easy for teams to win customers for life. Freshworks SaaS products are ready to go, easy to use, and offer quick returns on investment. Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers throughout the world. Freshdesk - Cust... learn more about Freshsuccess

    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    100%

    Category Focus

    Customer Success Software
  • 21. CustomerSuccessBox

    NEXT GEN AI POWERED CUSTOMER SUCCESS PLATFORM FOR B2B SAAS.
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    CustomerSuccessBox is an AI-powered customer success platform for B2B SaaS. CustomerSuccessBox is an Outcome-Driven customer success platform that helps B2B SaaS companies reduce churn and grow their recurring revenue. It automates customer onboarding, product usage analysis, and user communication. Thus enabling success managers to deliver a superior customer onboarding experience, retain custome... learn more about CustomerSuccessBox

    Entry Level Price
    $499 Per Month
    Free Trial
    N/A
    100%

    Category Focus

    Customer Success Software
  • 22. UserIQ

    Engage, measure, teach, learn.
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    Predict user behavior. Create winning experiences. With UserIQ, you’ll finally prove that customer success is company success. The one platform you need to do customer success right: engage, measure, teach, learn. Data-driven automation takes care of the busy work so you can focus more time on scaling and building a better future for your customers. Predict user behavior. Create winning experien... learn more about UserIQ

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Customer Success Software
  • 23. ChurnZero

    Customer First Customer Focused.
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    ChurnZero is Customer Success software for growing SaaS and subscription businesses. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero (1) helps businesses understand how their customers use their product, (2) assesses their health and their likelihood to renew, and (3) gives the business the means to automate and per... learn more about ChurnZero

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    33%

    Category Focus

    Customer Success Software
  • 24. TOTANGO

    Run any customer journey, easily and at scale.
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    Totango is a Customer Success Platform that drives action and focuses for teams and predictable results for management. Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to r... learn more about TOTANGO

    Entry Level Price
    Free version
    Free Trial
    Available
    33%

    Category Focus

    Customer Success Software
  • 25. Textline

    Secure business text messaging platform for modern customer support and sales teams.
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    Textline gives you a platform to text directly with your customers. Have the freedom to multitask, respond as a team and quickly resolve customer issues and new sales. Use SMS and make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business SMS platform that offers the best tools for customer support workfl... learn more about Textline

    Entry Level Price
    $59.97 Per Month
    Free Trial
    14 Days
    100%

    Category Focus

    Customer Success Software
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Frequently Asked Questions

Who Can Use the Customer Success Software Solution?

Regardless of their size and area of operation, all business organizations can implement and use the customer success management tool. Because customer success management plays an indispensable role in retaining and augmenting the customer experience, most companies have a separate department and team to cater to this solution. 

Multiple departments and cross-functional teams within an organizational setup use free customer success software, such as product development teams, business executives, customer support, client servicing departments, etc.

What is the Difference Between Customer Service Software and Customer Success Software?

Both customer success management and customer service management are integral parts of the business process, sharing similar goals, but the disparity lies in the implementation approach. 

Customer success tools are proactive and help clients accomplish their goals, whereas customer service software is reactive, meaning they help resolve a customer issue. Customer success is a continuously evolving process that aims to build robust relationships. Customer service ends when the customer problem gets resolved.

CSM tools prioritize improving the retention rate, increasing the upselling and cross-selling, decreasing churn ratio, etc., while customer service focuses on enhancing communication and speed. 

The customer success manager aims to drive more value from the product to achieve the end desire. On the other hand, the customer service manager pays attention to improving the customer satisfaction level. Cross-departmental teams use customer success software whereas customer service software is used by one or two units.

How Does the Best Customer Success Software Improve the Retention Rate?

The customer support team can closely work with customer success management departments to boost the retention rate. First, businesses need to focus on building trust and a vital infrastructure by providing productivity tools to client success and support teams. 

Companies also have to consistently take customer feedback and work upon the loopholes to ensure top-class services. The CMS system even plays a significant role in educating the customer about the product. The software provides data, analyzing which you can understand the customer buying pattern. It helps customer success managers keep a close eye on changing metrics.

Also, monitor the Net Promoter Score (NPS) to get insights about customer satisfaction levels. NPS helps to address customer concerns quickly and increase the retention ratio.

Which Other Software Tools Can Integrate With Top Customer Success Software?

One of the critical factors that allow customer success software to perform exceedingly well is its ability to sync with other widely used tools with ease. This means customer success managers can retain more clients and prevent churn. The additional software solutions that can integrate with CMS systems include Customer Service Software, Help Desk Software, Customer Loyalty Software, Review Management Software, and Reputation Management Software. 

Also, the CSM system can align with CRM tools, change management software, workflow management software solutions, and more.

Does CMS Software Deal With Change Management?

Change management plays a crucial role in customer success management; hence, it is a critical feature of CMS software. Change management helps to improve the customer journey and focuses on three main areas of customer success management. These include motivation, where the best customer success software drives awareness amongst customers on why the change is beneficial. 

The second stage is empowering the customer to use the CMS system to make the changes streamlined and successful. You can take the support of learning materials and snippets to make the understanding simpler. The third step is the demonstration of the positive impact due to that change.

How Much Does Customer Success Software Cost?

The customer success software market is expanding rapidly, with many customer success software vendors providing their tools to make the competition stiffer. In such a scenario, cost becomes a decisive factor in choosing a top-notch customer success software company. You get the option of free and open-source customer success software such as Bitrix24, Agile CRM, EngageBay, LiveAgent, etc. 

If you are searching for a few more free customer success software with premium features, you can check the list of best customer success software generated by GoodFirms which includes  HubSpot Service Hub, Totango, and Forged, etc.

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