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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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Rankings updated: Dec 31, 2025
82 Software

Listed Top Customer Success Platforms | Best Customer Success Tools

  • Userlist

    Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information ... read more about Userlist

    Entry Level Price
    $99 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    33% in Customer Success Software

    Features
    • Account Management
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • Onboarding
    • Reporting & Analytics

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $99 Per Month
    Visit website

  • VeriShow

    VeriShow by HBR Labs is an intuitive agent dashboard that is combined with an easy-to-use customer interface that induces a high level of customer satisfaction for clients. Specialize in personal engagement co-browsing ... read more about VeriShow

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Onboarding
    • Revenue Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Forest Admin

    Easy setup, without any hassle. Save time and money with the internal tool that fits all your needs. Forest Admin helps hundreds of companies manage their data. Don’t just visualize your data ... read more about Forest Admin

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Customer Engagement
    • Customer Lifecycle Management
    • Onboarding
    • Revenue Management
    • Operations Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • Free
    Vendor pricing page
    Visit website

  • Rocketlane

    Rocketlane is a collaborative Customer Onboarding Platform. Rocketlane helps you shorten time-to-value, streamline implementation projects, and elevate your onboarding CX. Rocketlane uniquely combines project management, live document collaboration, and communication capabilities into ... read more about Rocketlane

    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    100% in Customer Success Software

    Features
    • Account Management
    • Communication Management
    • Customer Engagement
    • Onboarding
    • Operations Management
    • Task Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $19 Per Month
    Visit website

  • Velaris

    Take a proactive approach to Customer Success with Velaris, the complete Customer Success Platform that guides teams on where to spend their time, as well as arming them with productivity and collaborative ... read more about Velaris

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • Health Score
    • Onboarding
    • Revenue Management
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • 24x7 Support

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • GBP (£)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Vendor pricing page
    Visit website

  • Zeon

    Introducing Zeon, the AI-powered platform transforming customer support. Zeon v1.0 launched with ""Front Desk,"" an intuitive chat dashboard enabling seamless chat widget deployment, real-time user communication, and efficient ticket management. Now, Zeon ... read more about Zeon

    Entry Level Price
    $49 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    40% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • Onboarding
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Executive-office
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $49 Per Month
    Visit website

  • LoveCRM

    For micro, small and medium-sized companies that need to manage customer relationships from end to end, LoveCRM is the perfect solution that replaces several software programs in your company and automates customer ... read more about LoveCRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Customer Success Software

    Features
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Consumer-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Mac
    • Linux
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guide

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • SAAS First

    SAAS First is an all-in-one customer support platform that streamlines operations with its omnichannel inbox, integrating email, live chat, and social media into one interface. Our AI-powered chatbot, Milly, handles routine queries, ... read more about SAAS First

    Entry Level Price
    $0 One-time
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    20% in Customer Success Software

    Features
    • Account Management
    • Communication Management
    • Customer Engagement
    • Onboarding
    • Reporting & Analytics
    • Task Management
    • AI Features

    Key Details
    Industries
    • Accounting
    • Apparel-fashion
    • Architecture-planning
    • Computer-network-security
    • Computer-hardware
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • E-learning
    • Entertainment
    • Financial-services
    • Human-resources
    • Information-technology-services
    • Legal-services
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Account
    • Boards
    • CRM
    • Inbox
    • Integrations
    • Knowledge Base
    • Marketing
    • Milly - AI Chatbot
    • Onboarding
    • Subscription
    • Workspace

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Growth
    $29 Per Month
    Power
    $99 One-time
    Visit website

  • SimplyReview

    SimplyReview is a leading customer testimonial software designed to help businesses collect, manage, and display authentic customer reviews and video testimonials effortlessly. Offering an intuitive, automated review collection process, SimplyReview enables clients ... read more about SimplyReview

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    30% in Customer Success Software

    Features
    • Alert/Notification
    • Customer Engagement

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guide

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Get Free Trial
    Visit website

  • CloudApper AI RevOps

    CloudApper AI RevOps is an all-in-one AI-powered revenue operations solution designed to help businesses scale without increasing headcount. It combines five intelligent agents—Scouting, Amplifier, Outreach, Sales, and CSR—to automate the entire revenue ... read more about CloudApper AI RevOps

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Revenue Management
    • Reporting & Analytics
    • AI Features

    Key Details
    Industries
    • Computer-software
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Google Chat
    • Gmail
    • SendGrid
    • LinkedIn
    • Perplexity
    • Twilio
    • Wordpress
    Visit website

  • Mria CRM

    Mria CRM for Jira is the first truly Jira-native CRM system, built on Atlassian Forge to ensure security, scalability, and seamless integration. Designed for Jira-first teams, it eliminates the need for external ... read more about Mria CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    8% in Customer Success Software

    Features
    • Account Management
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • Health Score
    • Revenue Management
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Accounting
    • Airlines-aviation
    • Alternative-dispute-resolution
    • Alternative-wmedicine
    • Animation
    • Apparel-fashion
    • Architecture-planning
    • Arts-crafts
    • Automotive
    • Aviation-aerospace
    • Banking
    • Biotechnology
    • Bpo
    • Broadcast-media
    • Building-materials
    • Business-supplies-equipment
    • Capital-markets
    • Chemicals
    • Civic-social-organization
    • Civil-engineering
    • Commercial-real-estate
    • Computer-network-security
    • Computer-games
    • Computer-hardware
    • Computer-networking
    • Computer-software
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • Design
    • Education-management
    • E-learning
    • Electrical-electronic-manufacturing
    • Environmental-services
    • Executive-office
    • Financial-services
    • Food-production
    • Government-administration
    • Government-relations
    • Graphic-design
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Import-export
    • Individual-family-services
    • Industrial-automation
    • Information-services
    • Information-technology-services
    • Insurance
    • International-trade-development
    • Internet
    • Investment-banking-venture
    • Investment-management
    • Legal-services
    • Logistics-supply-chain
    • Management-consulting
    • Marketing-advertising
    • Market-research
    • Mechanical-or-industrial-engineering
    • Media-production
    • Medical-device
    • Medical-practice
    • Mental-health-care
    • Motion-pictures-film
    • Nanotechnology
    • Nonprofit-organization-management
    • Oil-energy
    • Outsourcing-offshoring
    • Pharmaceuticals
    • Professional-training
    • Program-development
    • Public-relations
    • Publishing
    • Railroad-manufacture
    • Real-estate
    • Restaurants
    • Retail
    • Security-investigations
    • Staffing-recruiting
    • Telecommunications
    • Translation-localization
    • Transportation-trucking-railroad
    • Utilities
    • Venture-capital
    • Veterinary
    • Warehousing
    • Wholesale
    • Wireless
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Weekdays
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Documentation
    • Book a demo
    • Comparison Hub

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial

    Integration
    Integrated With
    • Jira
    • Jira Service Desk
    Visit website

  • QuickConnect

    QuickConnect is an all-in-one omnichannel customer engagement platform designed to help businesses streamline their communication, marketing, and support. Its primary products and features include: Unified Inbox: Consolidates customer messages from multiple channels—including ... read more about QuickConnect

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Customer Success Software

    Features
    • Alert/Notification
    • Communication Management
    • Customer Engagement
    • Customer Lifecycle Management
    • AI Features

    Key Details
    Industries
    • Accounting
    • Education-management
    • E-learning
    • Telecommunications
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • Android
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar

    Packages
    Pricing Type
    • Free
    Vendor pricing page Try Software Demo

    Integration
    Integrated With
    • WhatsApp
    • Instagram
    • Viber
    Visit website

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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.

Related Categories

Help Desk Software
Customer Service Software
Reputation Management Software
Customer Loyalty Software
Review Management Software

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