Customer Success Software

TrustRadius Top Rated for 2023

Top Rated Products

(1-3 of 3)

1
Intercom

Intercom creates modern Customer Service software that aims to redefine how businesses support their customers. The platform connects businesses directly to customers using powerful messaging and automation. According to the vendor, Intercom enables teams to scale support without…

2
Totango

Totango customer success software helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango provides a set of integrations and SuccessBLOCs—the company's proprietary pre-built customer success programs that…

3
ChurnZero

ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization,…

All Products

(1-25 of 88)

1
Totango

Totango customer success software helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango provides a set of integrations and SuccessBLOCs—the company's proprietary pre-built customer success programs that…

2
Intercom

Intercom creates modern Customer Service software that aims to redefine how businesses support their customers. The platform connects businesses directly to customers using powerful messaging and automation. According to the vendor, Intercom enables teams to scale support without…

3
ChurnZero

ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization,…

Explore recently added products

4
Gainsight CS

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to…

5
WalkMe

WalkMe is a Digital Adoption Platform (DAP) that promises to transform the user experience in "today’s overwhelming digital world." Using artificial intelligence, analytics, engagement, guidance and automation, WalkMe offers a transparent overlay that assists users to complete tasks…

6
ClientSuccess

ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage…

7
CustomerSuccessBox

What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that…

8
Cisco Webex Experience Management (discontinued)

Cisco Webex Experience Management (CloudCherry, before being acquired by Cisco) was a real-time, omni-channel Customer Experience Analytics and Sentiment Mapping product that helps customer-facing brands track, measure and improve customer delight. The product has been discontinued…

9
Custify

Custify is a customer success platform designed for B2B SaaS businesses. It helps users better meet customers' needs, reduce churn and increase lifetime value. The user can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant…

10
Planhat

Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.

11
UserIQ

UserIQ is a walkthrough tool that aims to empower SaaS companies to deliver what each user needs to be successful in every moment, starting with adoption. According to the vendor, key benefits include: effectively scale onboardingincrease feature usageaccelerate time-to-valueultimately…

12
Freshsuccess

Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails,…

13
Strikedeck (discontinued)

Strikedeck was a SaaS platform for Customer Success used to enable more efficiency in planning renewals, identifying upsell/cross-sell opportunities, and monitoring customer health, with out of the box playbooks and workflows for common events in the customer lifecycle. The platform…

14
Userlane

The technology developed by Userlane is designed to guide users through software like a GPS turn-by-turn navigation system. The vendor says this allows every user to operate even complex software on a professional level without any learning curve.Userlane includes interactive step-…

15
JivoChat

JivoChat is a combined live chat, VoIP, and business messenging service that integrates with email, Facebook, or other tools via API to provide a means to conduct omnichannel communication with customers.

16
Glance

Glance is a conferencing platform focused on customer engagement through visualization and collaboration.

17
involve.ai

involve.ai is a Customer Intelligence Platform that gives teams complete visibility of all their customers, allowing them to drive more revenue through smarter renewals and upsells. With the most up-to-date real-time data, recommendations for action & collaboration across the…

18
Get Amity (discontinued)

Amity was a customer success software designed to sense changes in customer health or rhythms, recommend the right actions and measure effectiveness. The software is discontinued.

19
SatisMeter

SatisMeter is a Net Promoter System (NPS) tool for web-based businesses. It is designed to help clients collect, analyse, and use feedback to improve customer experiences and build better products. SatisMeter automates NPS surveys to their clients' userbases with precision targeting…

20
Appy Pie

Appy Pie is a diversified no-code development platform. It offers app and web development, helpdesk support, chatbot building, design features, and integration that are helpful when starting, running, or growing a business.

21
Vitally

Vitally in New York offers an out of the box customer success platform designed to help B2B SaaS companies better understand their customers and drive customer experience, leading to better customer retention.

22
Chargebee Retention

Chargebee Retention (previously Brightback, acquired by Chargebee in early 2022) enables businesses to customize cancellation experiences with offers geared towards continuing the customer relationship and allows businesses to evaluate personalized retention-magnet strategies to…

23
Churnfree
0 reviews

Churnfree is a solution for reducing churn and retaining customers. It helps create customer retention flows and win back customers. Churnfree can be used to create custom retention flows to keep customers engaged and if they do ever slip away, Churnfree helps to win them back with…

24
Reptrics
0 reviews

Reptrics is a customer success management platform for businesses that interact with customers. Reptrics aims to modernize the way businesses interact with their customers providing feedback and data that helps improve business online customer retention.

25
ProsperStack
0 reviews

ProsperStack is a platform that automates and enhances subscriber acquisition and retention experiences to help subscription businesses keep the customers they've already earned. ProsperStack features cancellation flow branding with drag-and-drop custom branding that allows a seamless…

Customer Success Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Learn More About Customer Success Software

What is Customer Success Software?

Customer Success Management Software provides a set of tools to help ensure that customers achieve their desired outcomes while using a vendor’s product or service. These tools help internal customer success, service, and marketing teams monitor customer activity and sentiment to better understand overall customer account health.

Customer success software platforms centralize all customer data into an accessible 360-degree view of the customer. The data might include support tickets, product usage, and adoption, downloads, upsells, or other customer signals. The typical goals are decreased customer churn, increased customer satisfaction (usually measure by an NPS score), and increased upsell opportunities.

Customer Success Software Features

Some customer success software will include all of the features below, while others may focus specifically on one area of customer success tracking or monitoring.

  • Customer engagement analytics
  • Product usage tracking
  • Customer health scorecards
  • Rules-based alerts
  • Call-to-action notifications
  • Rule-based workflow automation
  • 360-degree customer profiles
  • Role-specific dashboards
  • Renewals dashboard
  • Interactive report builder
  • Sponsor tracking
  • NPS surveys
  • Customer communications
  • Integration with marketing platforms

Benefits of Customer Success Software

The benefits of using Customer Success Management Software include the ability to:

  • proactively find customers that need attention
  • prioritize areas of response
  • Identify potential brand advocates for use in customer stories/case studies
  • identify upsell and cross-sell opportunities
  • optimize the customer lifecycle
  • Maximize customer satisfaction and customer loyalty

The software is primarily used by customer success managers, account managers, and sales executives.

Types of Customer Success Software

Some products in this category are broader customer success management suites, offering most if not all of the above capabilities.

Other products focus on a particular area. For example, some products support customer success initiatives by enabling contextual, usage-based communication in-product. Others provide the usage statistics and segmentation capabilities that customer success managers can use to trigger communications from within other systems. Customer success is one use case for these products. However, they are also used by other customer experience/engagement teams, such as Marketing, and are more likely to be integrated with than compete directly with full CSM suites.

Customer Success Software Comparison

  1. CRM vs. Customer Success: does your team need a comprehensive customer success management solution, or are you looking for something that could be built-out in a pre-existing CRM with a little bit of consulting help? Same teams can easily achieve all they would gain from a customer success software by further instrumenting their CRM (and saving money on a customer success platform in the process). However, companies that have a large volume of accounts, a large amount of revenue, or an overall complex customer success lifecycle will likely benefit from investing in customer success software.
  2. Information organization: this type of software might be a better investment for teams that need to organize and centralize a bunch of customer data from multiple different sources. These platforms are great at taking disparate streams of customer data and pulling them into one hub for customer success managers, marketers, and salespeople to view and analyze. But if your team doesn’t have a need to better organize disparate sources of customer data, some of these platforms may not be worth the money.

Pricing Information

Pricing for customer success software is not generally available, but most platforms have a tiered model based on the number of users, amount of revenue managed, or the number of accounts managed. A typical software instance might charge a one-time upfront fee, and then a per-seat monthly fee ranging from $50 to $200 depending on the feature set.

Related Categories

Frequently Asked Questions

What does customer success software do?

Customer success software is designed to help businesses monitor how happy customers are with their products or service. They also give customer success and marketing teams a view of customer activity on their platform or application. Most tools include features like customer engagement tracking and analytics, notifications or alerts, in-product calls-to-action (CTAs), customer account health scoring, and customer profiles.

Why do I need customer success software?

Customer success software is great for teams that are building out their customer success/service function, need to gain a deeper understanding of customer sentiment and satisfaction, or that have a large volume of customer data that needs to be centralized and turned into actionable insights.

Some key benefits of using customer success software include:

  • Finding customers that need help or attention
  • Identifying future brand advocates
  • Look for up-sell and cross-sell opportunities
  • Record and track customer satisfaction over time
  • Get direct customer feedback
  • Engage with customers on a more regular basis

What are the best customer success platforms?

According to end-user feedback on TrustRadius, the top-rated customer success software platforms include:

People looking for customer success software on TrustRadius compare the products above with other tools like Salesforce, Pendo.io, ClientSuccess.

How much does customer success software typically cost?

Most vendors that provide customer success software don’t display pricing publicly on their website. Though most platforms follow a subscription-based pricing model that charges either monthly or annually. The cost typically varies depending on the number of seats required, the number of accounts being managed, or the amount of revenue being managed.