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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.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Sep 23, 2026
93 Software

Listed Top Customer Success Platforms | Best Customer Success Tools

  • AnswerDash

    Customers no longer need to leave the page to get smart, instant answers to their questions. AnswerDash AI predicts user needs and presents Q&A that is contextual to the webpage or personalized to the user. Now your customers can get instant answers without submitting a ticket or starting a live chat. What makes AnswerDash predictive self-service better than the rest? ... read more about AnswerDash

    Entry Level Price
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    Free Trial
    N/A
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    50% in Customer Success Software
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  • Amity

    Health scores and tailored insights help your team to cultivate and maintain high-precision customer relationships. A unified view of CRM, Support, Billing, Email, Marketing, Usage, and Outcome Data. Manage the entire customer lifecycle across your organization. Close the loop with reporting and analytics about customers, teams, processes, and products. Amity provides the world’s most powerful Customer Success software. Amity, senses ... read more about Amity

    Entry Level Price
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    N/A
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    50% in Customer Success Software
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  • Mixmax

    Make it easy for customers to do business with you by delivering an unbelievable email experience. Simplify scheduling for customer account reviews and support meetings. Automate your follow-up. If you’re anything like us, you spend most of your day in front of a computer. And you’re probably spending a lot of time (too much time) outside of your core area ... read more about Mixmax

    Entry Level Price
    $12 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • metacx

    MetaCX transforms how suppliers and buyers collaborate and win together with shared success plans backed by live performance data. By creating shared spaces that allow suppliers and buyers to define and measure outcomes, MetaCX helps align sales, success, account management, and delivery teams around the real business impact that customers can see. Conventional customer success platforms keep CSMs busy with ... read more about metacx

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    N/A
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    100% in Customer Success Software
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  • Kilterly

    Kilterly is a startup SaaS company that provides customer success software to companies of all shapes and sizes. Our mission is to provide insights that empower companies to upsell while building and maintaining a healthy customer success strategy. Aside from best in class customer service, your Kilterly subscription includes Unlimited onboarding & retention campaigns, Unlimited surveys including language analyzer feature, ... read more about Kilterly

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    33% in Customer Success Software
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  • OnlyBoth

    The OnlyBoth Benchmarking Engine is breakthrough automation. A.I. enables new valuable applications where benchmarking's usual flaws go away. The OnlyBoth Benchmarking Engine is breakthrough automation. A.I. enables new valuable applications where benchmarking's usual flaws go away. OnlyBoth Inc. uses AI to rethink and automate performance comparison and benchmarking, bringing unprecedented transparency and driving better performance in healthcare and other fields. ... read more about OnlyBoth

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    100% in Customer Success Software
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  • Quala

    Quala is the fastest, most intuitive Customer Success Platform. Our platform combines quantitative data with qualitative CSM sentiment to deliver a better health score on day one. With Quala, there are zero admins needed, zero annoying training sessions, and zero months to onboard. The days of standing up complex and chaotic dashboards are gone. We built Quala after buying customer ... read more about Quala

    Entry Level Price
    $200 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • Salesmachine

    Salesmachine empowers your sales and success teams with actionable product usage insights and automation to grow your business. Salesmachine identifies risks and opportunities based on product usage and customer data to help your customer success team engage with your customers at the right time. Your sales team waste time on unqualified leads. Salesmachine allows you to focus on the best ... read more about Salesmachine

    Entry Level Price
    $75 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in Customer Success Software
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  • SenseData

    Customer Success and actionable data platform that, through technology, helps you build trusting relationships between your company and your customers. We know that each company has its particularities and SenseScore is 100% customized for your scenario and business needs. We take into account the main indicators to calculate your customer’s health. This way, you anticipate risks and identify opportunities for ... read more about SenseData

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    100% in Customer Success Software
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  • Strikedeck

    Strikedeck - Gain a 360° view into customer status including journey stages, survey results, renewal status, support tickets, key metrics, and more that give you a real-time view of all account activity. Take advantage of the robust toolkit of surveys, emails, tasks, and automated workflow recipes & playbooks that standardize best practices for customer communication. Customize your display with pods ... read more about Strikedeck

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    100% in Customer Success Software
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  • Success4

    We provide the right tools that do all the heavy lifting so you can focus on your customer success strategy. Better insights drive better engagement with your customers and across your organization. Gain insights on all aspects of customers, segments, usage, product adoption, and your teams. Increase retention and reduce the risk of churn with proactive monitoring and action. Identify ... read more about Success4

    Entry Level Price
    $499 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • Tilkon

    Establish a common “language” to improve efficient and effective collaboration. Map out how your solutions are aligned to customer’s goals. Structured, logical, and easy to implement the framework. Improve critical thinking and depth of understanding. Easily capture and visualize strategic priorities and pains. Efficiently and effectively, communicate and validate understanding. Highlight potential gaps in understanding or lack of information. The ... read more about Tilkon

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    100% in Customer Success Software
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  • Vitally

    Customer success starts with product success. Analyze every interaction users have with your product and create custom metrics to measure your unique value. It should take minutes to test out new products - not weeks. Leverage our one-click integrations to popular product analytics tools, or send product events directly to us using our Javascript API. Customers renew when they experience ... read more about Vitally

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    100% in Customer Success Software
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  • WalkMe

    WalkMe's product super-imposes an interactive and flexible layer containing step-by-step balloon hints, which are attached to different User Interface (UI) elements, that appear in a sequential manner according to the users' actions. WalkMe's Walk-Thru’s are automatically overlaid on the UI itself, adapting themselves to changing layouts and element positions, and do not require any agent, player, or software to be ... read more about WalkMe

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    33% in Customer Success Software
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  • Value Management Office

    The Value Management Office (VMO) from Ecosystems has a primary goal: to empower sales and marketing professionals to convey the unique benefits and value of their products and services to customers, with quantified insight, research, and analysis. Our software platform promotes interactive conversations for improving the performance of your marketing, sales, and customer success teams. The Ecosystem platform makes it ... read more about Value Management Office

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    N/A
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    100% in Customer Success Software
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  • ValueCloud

    This is among the best customer success tools available on the market now and provides VPs of Customer Success and SVPs of Customer Success with the visibility they need to ensure the promises made in the sales cycle are achieved and essentially kept through treating customer value as a strategic asset. This ensures product adoption and moreover helps the customer ... read more about ValueCloud

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    100% in Customer Success Software
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  • Vizolution

    SaaS solution that streamlines complex customer journeys by removing the need for paper, improving compliance, and reducing costs. ur solutions give your front-line staff the digital tools to explain products, exchange documentation, and collect e-signatures remotely, as if there in-person. This means journeys that used to span multiple steps and channels can be simplified into a single interaction. This improves ... read more about Vizolution

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    100% in Customer Success Software
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  • Weav

    Weav combats churn uniquely in multiple ways, rather than just from one angle. It's 100% automated and provides the tools you need to fight churn on the fly. Weav helps customers stay with in-app detours to prevent cancels, predicting when they cancel, recover failed payments, and more. It's important to understand churn is a symptom of something bigger. The faster ... read more about Weav

    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • Radiance Labs

    We are an experienced group of technologists drawn to the hardest problems. With backgrounds in User Experience, AI, and Digital Marketing we believe that companies large and small can leverage messaging to develop deeper connections with their customers. Use Messaging channels like SMS, Facebook Messenger, WhatsApp, and Web Chat to supercharge your Customer Engagement. Increase Loyalty and Lifetime Value with ... read more about Radiance Labs

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    100% in Customer Success Software
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  • Verint

    Today’s organizations face skyrocketing expectations for delivering better customer experiences (CX) across every channel. But hiring more workers and increasing workforce expenses isn’t a sustainable option. AI offers a solution – and that’s where Verint comes in. We empower brands with groundbreaking AI via our next-gen open platform. The first of its kind, Verint Open Platform helps organizations increase CX ... read more about Verint

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    35% in Customer Success Software
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  • Involve

    Involve was founded by immigrants who know the value of hard work. They have successfully built software companies together since they were teenagers. In 2019 they were added to the Forbes 30 under 30 list. Saumya is our CTO and Bachelor’s and Masters in Computer Science. Her focus is Natural Language Processing, the core of our Involve AI engine. Gaurav ... read more about Involve

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    100% in Customer Success Software
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  • CustomerX

    CustomerX is a customer satisfaction solution that centralizes information and uses stored data to monitor and encourage engagement, and it adopts mechanisms to strengthen consumer relationships. The platform also allows automation of processes, the sending of surveys for measuring satisfaction, and monitoring customer journeys to identifying possible risks and adopt proactive behaviors. CustomerX is the software for customer success that ... read more about CustomerX

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    100% in Customer Success Software
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  • ServiceSource

    Predictive analytics solution for monitoring customers and identifying risks of churn and the best time to intervene to prevent it. The Customer Journey Experience (CJX™) is the driving force behind the improvement of customer lifetime value and satisfaction. Through our best-in-class onboarding, adoption, and renewals management processes, we help drive greater scale to maximize your customer yield and boost renewals. ... read more about ServiceSource

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    100% in Customer Success Software
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  • Churnly

    Churnly provides you with immediate insight into the entire customer journey and predicts which customers and revenue are most likely to churn. Choosing the right Customer Success software can be tough, but we make it easy for you. We enable your team to add layers of customer insight with the help of machine learning predictions to support your customer success ... read more about Churnly

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    100% in Customer Success Software
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  • Brightback

    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.

    Entry Level Price
    $1000 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Customer Success Software
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  • Boostopia

    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. ... read more about Boostopia

    Entry Level Price
    $9 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • CFN Insight

    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 is accountable for improving the appropriate ... read more about CFN Insight

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    100% in Customer Success Software
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  • Kapta

    Key account management platform that provides organizational mapping, collaboration with team members, custom playbooks and templates for your customer success.

    Entry Level Price
    $1000 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Customer Success Software
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  • Gleantap

    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.

    Entry Level Price
    $99 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    25% in Customer Success Software
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  • InsuredMine

    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, Deal Board, Email ... read more about InsuredMine

    Entry Level Price
    $44 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    20% in Customer Success Software
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  • Ecosystems

    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 into a centralized cloud asset for improved decisions throughout the organization. ... read more about Ecosystems

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    100% in Customer Success Software
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  • Smart Match App

    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 to bring your business to a higher ... read more about Smart Match App

    Entry Level Price
    $35 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    14% in Customer Success Software
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  • Strikedeck

    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 data from non-standard sources can also ... read more about Strikedeck

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    33% in Customer Success Software
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  • Tapdesk

    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 ... read more about Tapdesk

    Entry Level Price
    $69.99 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    11% in Customer Success Software
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  • 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 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 based on ... read more about Userlist

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

Related Categories

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

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FeatureLiveAgent5.0Zendesk Support4.5Agile CRM4.6Intercom4.3Tidio5.0Gainsight CS4.5TeamSupport5.0HubSpot Service Hub5.0
All features (11 features)
Account Management
Alert/Notification
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Reporting & Analytics
Task Management
AI Features
Total supportedout of 11 features11/117/119/114/117/116/115/115/11
Full supportNot supported
Feature scores: supported = 1, not supported = 0

What the matrix tells you

Which Customer Success Software products lead on features, and where the rest fall short.

Feature-count leaders

LiveAgent leads with 11 of 11 features supported.

  • LiveAgent11 / 11
  • Zendesk Guide10 / 11
  • CallMiner Eureka10 / 11
  • Agile CRM9 / 11
  • Vitally9 / 11

Most features (6-10)

Solid all-rounders just behind the leaders - strong picks if a top choice does not fit your budget or stack.

  • SmartKarrot8 / 11
  • Planhat8 / 11
  • Catalyst8 / 11
  • Value Management Office8 / 11
  • Zendesk Support7 / 11

Watch-outs - missing table stakes

These products support the fewest features - confirm they cover your must-haves before shortlisting.

  • Ivinex CRM2 / 11
  • AnswerDash3 / 11
  • Pendo Platform3 / 11
  • WalkMe4 / 11
  • Tilkon4 / 11

Related Feature Matrices

CRM Software Feature MatrixMarketing Automation Feature MatrixHelp Desk Software Feature MatrixBusiness Intelligence Feature MatrixAccounting Software Feature Matrix