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

  • Brightback

    Auto-trigger customer-saving workflows and provide insights on where you need to improve.
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    Brightback helps save and retain customers, automatically triggers customer-saving workflows, and provides insights on where you need to improve. Maximize your efforts on high-value accounts with automated customer profiling. Target customers with personalized offers by segment, LTV, tenure, usage, and more. ... read more about Brightback

    Entry Level Price
    $1000 Per Month
    Free Trial
    N/A
    Category Focus
    50% in Customer Success Software
  • Boostopia

    All-in-one support operations platform to transform your team and customer experience.
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    Combine all of your customer data so you can manage your support team without guessing or ugly spreadsheets. We help you easily identify and act on the biggest opportunities to increase team productivity, make customers happier, and help your business grow. Boostopia is building the support department OS helping managers use their help desk to improve teams and customer experiences. Don't settle w ... read more about Boostopia

    Entry Level Price
    $9 Per Month
    Free Trial
    14 Days
    Category Focus
    100% in Customer Success Software
  • CFN Insight

    Journey mapping software that drives customer success.
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    Clarivate™ is a global leader in providing trusted information and insights to accelerate the pace of innovation. Our portfolio consists of some of the world’s most trusted information brands, including the Web of Science™, Cortellis™, Derwent™, CompuMark™, MarkMonitor™, and Techstreet™. With CFN Insight™, you can identify every customer touchpoint, assign a business owner who i ... read more about CFN Insight

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    50% in Customer Success Software
  • Kapta

    Account Management team needs to drive growth and retention with your existing clients.
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    Key account management platform that provides organizational mapping, collaboration with team members, custom playbooks and templates for your customer success. ... read more about Kapta

    Entry Level Price
    $1000 Per Month
    Free Trial
    N/A
    Category Focus
    100% in Customer Success Software
  • Gleantap

    An intelligent way to scale your fitness & wellness business in the changing world.
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    Engage customers and boost loyalty with Gleantap, a powerful multi-channel customer engagement platform. With Gleantap, businesses can harness the power of SMS marketing and mobile push notifications to retain customers, automate marketing, and increase revenue, referrals, and reviews. It features mobile push notifications, text messaging marketing, smart analytics, and segmentation tools. ... read more about Gleantap

    Entry Level Price
    $99 Per Month
    Free Trial
    N/A
    Category Focus
    25% in Customer Success Software
  • InsuredMine

    Convert, Engage, and Retain
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    Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Dea ... read more about InsuredMine

    Entry Level Price
    $44 Per Month
    Free Trial
    15 Days
    Category Focus
    20% in Customer Success Software
  • Ecosystems

    Value Selling for the Modern Enterprise
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    Ecosystems is the leading software-as-a-service (SaaS) platform for collaborative customer value management. From sales to customer success, providers leverage Ecosystems to quantify and align with customers on the business value being delivered. Through AI-driven analytics and integrations like Salesforce, Microsoft Dynamics, Gainsight, and HubSpot, individual value conversations are transformed ... read more about Ecosystems

    Entry Level Price
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    Free Trial
    N/A
    Category Focus
    100% in Customer Success Software
  • Smart Match App

    The no1 Matchmaking Software CRM
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    The #1 Matchmaking Software CRM. Smart Match App is an award-winning matchmaking and membership management software CRM servicing more than 100,000 users worldwide. Match your clients, arrange introductions and dates, receive valuable date feedback with professional matchmaking tools. Smart CRM software with professional matchmaking tools and functionality addresses important tasks from one system ... read more about Smart Match App

    Entry Level Price
    $35 Per Month
    Free Trial
    Available
    Category Focus
    14% in Customer Success Software
  • Strikedeck

    The Leading Customer Success Platform
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    With Strikedeck’s 360° Customer Success dashboard, you’ll have a single, unified system of record for each and every customer. Real-time health scoring will help identify key customers, and alert you to critical status changes. Strikedeck’s library of API-based connectors removes the burden of integrating in-house and ensures swift onboarding. Additional mechanisms for integration ensures d ... read more about Strikedeck

    Entry Level Price
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    Free Trial
    N/A
    Category Focus
    33% in Customer Success Software
  • Tapdesk

    CRM that generates leads for your business
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    Tapdesk is a CRM and leads search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search c ... read more about Tapdesk

    Entry Level Price
    $69.99 Per Month
    Free Trial
    Available
    Category Focus
    11% in Customer Success Software
  • Userlist

    Email Marketing Automation for SaaS Companies. Done Right.
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    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 when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns ... read more about Userlist

    Entry Level Price
    $99 Per Month
    Free Trial
    14 Days
    Category Focus
    33% in Customer Success Software
  • VeriShow

    Engage With Your Customers Remotely
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    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 solutions that enable customer services agents to interact with customers in real-time efficiently, versus the traditional 'please hold' approach. Verishow also integrates seamlessl ... read more about VeriShow

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    50% in Customer Success Software
  • Forest Admin

    Build one internal tool for all your data
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    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 — handle it in the most convenient way possible. With Forest Admin, your business teams can manipulate and organize data through one simple interface. Forest Admin is fully extensible and customizable, wi ... read more about Forest Admin

    Entry Level Price
    Free version
    Free Trial
    Available
    Category Focus
    50% in Customer Success Software
  • Rocketlane

    Collaborative Customer Onboarding Software
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    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 one tightly-knit experience. Rocketlane is built by an experienced SaaS product team, that has taken care to c ... read more about Rocketlane

    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    Category Focus
    100% in Customer Success Software
  • Churn360

    Customer Success Platform engineered for growing companies
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    Churn360 brings together customer's data that is spread across multiple SaaS products like CRM, Subscription billing software, help desk softwares, etc. into one convenient, easy to use page that provides the CSM a 360 degree view of the customer. In addition Churn360 provides features like playbook automation, customer journey mapping and tracking, surveys, AI based opportunity management to effe ... read more about Churn360

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    50% in Customer Success Software

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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