Our Top Picks

Amity enables proactive management using a flexible customer success platform. By offering a unified view of important data, tailored customer insights, and information-driven automation, the software simplifies workflows to reduce churn, mitigate risk, improve conversions, and drive more upsells.

Amity provides real-time organization, engagement, response, and collaboration tools across an organization. It also supports third-party integrations with a host of billing, email, CRM, marketing, and support services offered by well-known companies, including Salesforce, Zoho, and HubSpot.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
ChurnZero Logo
ChurnZero
The ChurnZero platform helps software-as-a-service (SaaS) businesses reduce churn by focusing on customer success above all else. With in-depth analysis of onboarding, product adoption, and customer engagement, ChurnZero provides actionable insights that simplify customer acquisition, retention, and satisfaction.

Combining new and existing data across many systems, ChurnZero integrates with popular CRM platforms and third-party services from companies such as Stripe, Zendesk, Slack, Google, Microsoft, and Help Scout. It’s been used successfully by teams at Cision, Untappd, and iContact, among others.

Summary

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ChurnZero
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
ClientSuccess Logo
ClientSuccess
ClientSuccess drives successful customer relationships across customer service, executives, managers, and other teams in your organization. With features including revenue management, real-time visibility reports, and weighted customer health scores, the ClientSuccess platform helps construct the entire customer journey to create and maintain sustainable growth.

With CRM syncing, ClientSuccess integrates customer, contact, and revenue data, making it instantly available to any member of the organization. The platform is trusted by industry leaders, such as Centrify, Reward Gateway, and Symphony Talent.

Summary

ClientSuccess Logo
ClientSuccess
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    No
  • Revenue Management
    No
Custify is an SaaS-oriented software platform for reducing churn, retaining customers, and increasing revenue. It provides a full overview of customer life cycles, product adoption, and usage behaviors, allowing intelligent assessment of KPIs and automation of daily workflows.

Custify integrates with many existing services, including CRM, analytics, email, marketing, and billing software. With Custify’s native API, customer names, emails, and other info can be easily retrieved from in-house or third-party apps, or information can be loaded directly into the flexible data importer.

Summary

  • Starting Price
    • Starter: $199/month
    • Standard: $499/month
    • Enterprise: Custom quote
  • Free Trial/Demo
    Free Demo and Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
CustomerSuccessBox Logo
CustomerSuccessBox
CustomerSuccessBox’s software leverages artificial intelligence (AI) technology for the business-to-business (B2B) SaaS market, giving teams leading indicators to predict client needs and take guided actions. With features such as an onboarding playbook, real-time product usage monitoring, and upsell forecasting, CustomerSuccessBox offers actionable insights to minimize guessing and help retain customers permanently.

Within a few minutes, CustomerSuccessBox can sync data from Zendesk, Stripe, Segment, Gmail, Chargebee, and other popular SaaS apps. The company also has a dedicated integrations team to handle custom integration requests.

Summary

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CustomerSuccessBox
  • Starting Price
    • Custom Quote
    • Starting from $499/month
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
Elevio delivers relevant information for support, product, customer success, and other teams within an organization. The solution’s easy onboarding, embeddable elements, and ability to create a hosted knowledge base allow internal teams to provide contextual knowledge to customers and team members alike.

Elevio is compatible with a range of support services, such as UserVoice, HelpDocs, Freshdesk, and LiveChat. It has assisted knowledge delivery for over 500 customers, including big names such as Staples, eBay, and AccuWeather.

Summary

  • Starting Price
    • Starter: $79/month
    • Regular: $119/month
    • Premium: $249/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    No
Freshchat Logo
Freshchat
Offered by Freshworks, Freshchat helps businesses connect with customers across web, mobile, and social messaging platforms, such as WhatsApp, Facebook Messenger, and Apple Business Chat. Freshchat can create proactive campaigns based on user behavior, and its bot and AI automation expedite the support process.

Used by companies like Discover, HP, and Decathlon, Freshchat integrates with billing, content management systems (CMS), and CRM services, such as Stripe, WordPress, and Zoho CRM. In addition, the Freshworks platform’s flexible API allows custom integrations with hundreds of apps.

Summary

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Freshchat
  • Starting Price
    • Messaging
    • Free Version Available
    • Blossom: $15/month/agent
    • Garden: $29/month/agent
    • Estate: $45/month/agent
    • Forest: $69/month/agent
    • Omnichannel
    • Estate Omnichannel:
    • $79/month/agent
    • Forest Omnichannel:
    • $139/month/agent
  • Free Trial/Demo
    Free Demo and 21-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
Front is a unified communication platform designed to scale customer support without sacrificing the human touch. With team inboxes, assigned messages, and shared drafts, Front allows users to collaborate remotely, manage workflows, and communicate more easily for decreased response times and better efficiency.

Front is compatible with most popular messaging apps and services, including Facebook Messenger, Twitter, WhatsApp, and Discord. It also integrates with a range of CRM, e-commerce, productivity, customer support, and analytics programs.

Summary

  • Starting Price
    • Starter: $9/month/user
    • Plus: $24/month/user
    • Prime: $49/month/user
  • Free Trial/Demo
    7-Day Free Trial
    Free Demo
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    No
  • Revenue Management
    No
Gainsight Logo
Gainsight
Gainsight CS is a customer success management program for increasing customer retention and business growth. The software offers comprehensive views of the customer journey to help businesses extract more value for time invested.

To deliver improved outcomes, Gainsight CS provides users with strategic playbooks, timelines, scorecards, analytics dashboards, and more. The software is used by industry-leading companies such as GE, LinkedIn, and Athenahealth.

Summary

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Gainsight
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo and 15-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
HubSpot CRM Logo
HubSpot CRM
HubSpot CRM helps salespeople, customer service teams, business owners, and other key decision-makers in an organization manage customer relationships. With features such as a universal inbox, chatbots, and in-depth reports about customer support tickets, HubSpot CRM makes organizing communication simpler and keeps teams focused on the customer experience.

HubSpot CRM also includes tools to attract, engage with, and understand new leads, such as email health insights and ad retargeting. The platform has been used successfully by major companies, including Atlassian, DoorDash, and VMware.

Summary

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HubSpot CRM
  • Starting Price
    • Starter: $50/month
    • Professional: $890/month
    • Enterprise: $3,200/month
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
inSided drives improved customer success by scaling support, increasing engagement, and delivering timely contextual knowledge. Its self-service community platform, advanced knowledge base, product feedback, and real-time usage data features form a fully functional SaaS package for customer success management.

inSided integrates seamlessly with CRM and help desk tools such as Salesforce and Zendesk, and the platform is used by leading software companies, including Zapier, Coursera, and Streamlabs. A free demo is available upon request.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    No
  • Onboarding
    Yes
  • Revenue Management
    Yes
LiveAgent Logo
LiveAgent
LiveAgent offers a range of B2B software solutions to improve customer service outcomes. Businesses can set up a complete customer service portal featuring a knowledge base, forum, FAQs, and query progress indicator. LiveAgent also offers the market’s fastest live chat service, with advanced automation and smart routing of customer queries to the best agent available.

LiveAgent supports integrations for CMS, CRM, email, feedback, billing, and more. Its many options include PayPal, Twilio, Magenta, Trello, and GoDaddy.

Summary

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LiveAgent
  • Starting Price
    • Free Version Available
    • Ticket: $15/month/agent
    • Ticket + Chat: $29/month/agent
    • All-inclusive: $39/month/agent
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    No
  • Onboarding
    Yes
  • Revenue Management
    No
Planhat is a flexible customer success platform that compiles data, delivers insights, and enhances outcomes with powerful strategies. With revenue management, customer health scores, usage analytics, and management reporting, Planhat provides a modern toolset to meet customers’ changing needs.

Planhat integrates with a wide range of applications, such as Slack, Gmail, Zapier, Intercom, and Pipedrive. It’s used and trusted by Workato, Meltwater, Talentech, and other innovative companies around the world.

Summary

  • Starting Price
    • Start-up: $950/month
    • Professional: $1,500/month
    • Enterprise: Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
ProfitWell Logo
ProfitWell
ProfitWell focuses on boosting revenue by understanding and reducing churn. Its customer success platform reports key metrics about customer retention, demographic segmentation, active usage, and comparable businesses. ProfitWell also provides a proprietary tool to recover lost money from credit card failures.

With over 1.2 billion subscription transactions examined, ProfitWell offers comprehensive ROI analyses to increase retention rates. It’s used by customer success teams at companies like HubSpot, Conversio, and TeamGantt.

Summary

ProfitWell Logo
ProfitWell
  • Starting Price
    • Free Version Available
    • ProfitWell Metrics: $0/month
    • Enterprise: Custom Quote
  • Free Trial/Demo
    Free Version Available
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    No
  • Onboarding
    No
  • Revenue Management
    Yes
Salesmachine Logo
Salesmachine
Salesmachine leverages automation and product usage data to provide actionable insights for B2B SaaS companies. The platform’s onboarding, adoption, and renewal features allow users to identify qualified leads based on customer data, such as health scores and churn reasons, reducing risk and time spent on unqualified leads.

Salesmachine syncs data from a user’s database or back office to use with Zendesk, Gmail, Salesforce, Zapier, Delighted, and more. Data from the Salesmachine platform can also be pushed to external services, including Slack, Segment, Pipedrive, and HubSpot.

Summary

Salesmachine Logo
Salesmachine
  • Starting Price
    • Grow: $75/month
    • Scale: $500/month
    • Business: $2,500/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
SmartKarrot Logo
SmartKarrot
SmartKarrot enables customer success at scale by reducing churn, increasing onboarding effectiveness, improving team productivity, increasing product adoption, and enhancing the overall customer experience. With a customer health dashboard, multichannel campaigns, multi-category surveys, and user-friendly automation tools, SmartKarrot provides quick access to a portfolio summary, financials, account trends, feature usage, and other metrics.

SmartKarrot’s API allows CRM, help desk, product adoption, communication, and billing integrations with a variety of popular services from Google, Microsoft, Asana, Jira, and more.

Summary

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SmartKarrot
  • Starting Price
    • Starter Plan: $499/month
    • Growth Plan: $699/month
    • Enterprise Plan: Custom quote
  • Free Trial/Demo
    Free Demo and 14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
Strikedeck Logo
Strikedeck
Strikedeck gathers customer data into a unified customer success system. The platform’s 360-degree customer success dashboard displays real-time data and alerts about customer health scores, and simple action-based triggers can streamline daily workflows to solve recurring issues.

Strikedeck features one-click integrations with more than 50 apps, including Zendesk, Salesforce, Jira, Marketo, and Freshdesk, along with multiple ways to transfer data from in-house sources. A live demo and free trial are both available upon request.

Summary

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Strikedeck
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo and 30-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
Totango is an all-in-one customer success platform that helps businesses configure a successful customer journey. Totango allows users to select a pre-built SuccessBLOC or create their own customer journey template. The platform’s analytics dashboard supports proactive engagement and automated communication, giving businesses the freedom to optimize their strategy at scale.

Totango’s integration hub provides customizable real-time insights using all available data streams. The Totango API can connect to tools like Slack, Amazon Redshift, Amazon S3, Dropbox, and Minio, among others.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo and 14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    Yes
UserGuiding Logo
UserGuiding
UserGuiding builds effective product guides to increase product adoption without the need for coding. With net promoter score (NPS) surveys, user segmentation, and robust analytics, UserGuiding provides an intuitive way to gain customer insights at every stage of interaction with the product.

Trusted by over 2,000 teams globally, UserGuiding’s interactive guides, manuals, and templates simplify onboarding. The product integrates with Intercom, Mixpanel, Segment, Slack, Google Analytics, Google Tag Manager, and Woopra and has new integrations under construction.

Summary

UserGuiding Logo
UserGuiding
  • Starting Price
    • Start-Up Plan: $199/month
    • Growth plan: $399/month
    • Enterprise Plan: $999+/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    Yes
  • Onboarding
    Yes
  • Revenue Management
    No
UserIQ is an analytics-oriented customer success platform designed to predict outcomes, drive adoption, and reduce churn. The platform combines customer health data, intelligent trend monitoring, and fine-tuned in-app campaigns to boost customer satisfaction, reduce guesswork, and improve ROI.

UserIQ integrates with Salesforce, HubSpot, Slack, and other platforms to generate actionable insights for every stage of the customer journey. Some of its successful clients include StackPath, Cox Automotive, and TechSmith.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Customer Engagement
    Yes
  • Customer Lifecycle Management
    No
  • Onboarding
    Yes
  • Revenue Management
    No

How We Chose the Best Customer Success Software

There are many customer success software companies to choose from, each offering multiple features and services. We evaluated these companies based on the following three criteria: features, integrations, and reports.

Features

The best customer success software includes essential features, such as customer life cycle management, segmentation, engagement, and health scores. In addition to providing information about product or service success, it should go beyond standard customer relationship management (CRM) tools to enhance knowledge of customers’ experiences without being too difficult for a customer service team to use.

Integrations

Third-party integrations can automate and optimize key business functions by allowing the seamless exchange of many types of customer information. The best customer success software allows for integrations with CRM systems and other business management tools, such as support ticketing, product analytics, email client, conferencing, and billing software.

Reports

The software should allow customer service managers and their staff to compile client information into detailed reports and include options for custom and automated reporting. It should provide actionable insights to help the user, support staff, and other decision-makers evaluate and improve the overall customer experience.