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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

  • 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 solutions that enable customer services agents to interact with customers in real-time efficiently, versus the traditional 'please hold' approach. Verishow also integrates seamlessly with 3rd-party favorite brands and ... read more about VeriShow

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Customer Success Software
    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 — 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 ... read more about Forest Admin

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Customer Success Software
    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 one tightly-knit experience. Rocketlane is built by an experienced SaaS product team, that has taken care to craft delightful experiences that serve specific purposes in your project delivery ... read more about Rocketlane

    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    100% in Customer Success Software
    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 tools to execute better. Designed by CS experts, for CS experts, the platform aggregates and enriches all customer data on a single, easy-to- use interface to give you ... read more about Velaris

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Customer Success Software
    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 v1.1 elevates your support with generative AI. Enjoy 24/7 AI chat agents, seamless API integration, and personalized support through context uploading. Join the AI revolution and boost productivity ... read more about Zeon

    Entry Level Price
    $49 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    40% in Customer Success Software
    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 relationship processes in Marketing, Sales, CS, After Sales, Support and Receipts, making your team highly efficient and your customers passionate. SECRET SAUCE: CTV Completing Tasks Is Addictive. At ... read more about LoveCRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Customer Success Software
    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, letting agents focus on complex issues. Engage customers in real-time with our live chat feature and gain actionable insights through AI data analysis. Our self-service knowledge base allows ... read more about SAAS First

    Entry Level Price
    $0 One-time
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    20% in Customer Success Software
    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 to gather feedback through simple links, without requiring additional apps. Users can customize their review pages and website widgets to match their brand, turning social proof into a ... read more about SimplyReview

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    30% in Customer Success Software
    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 cycle. From lead generation and content creation to personalized outreach, real-time sales engagement, and 24/7 customer support, each agent handles a specific task to eliminate manual work and ... read more about CloudApper AI RevOps

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Customer Success Software
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  • 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 connectors or databases, allowing sales, support, and delivery to work in one environment. With Mria CRM, you can capture and qualify Leads, convert them into Deals, and track ... read more about Mria CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    8% in Customer Success Software
    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 WhatsApp, Facebook Messenger, Instagram, Viber, Email, and Website Live Chat—into a single interface for faster response times. AI Chatbot: An intelligent virtual assistant that integrates with your business ... read more about QuickConnect

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

  • Onthen

    Onthen centralizes your onboarding process into one branded, frictionless task page. No more email chains, no more chasing up. Replace long emails and constant chasing with user-friendly checklists that keep every onboarding on track, automatically. They complete their tasks, you get everything you need. No passwords, no friction, just results. — Clear and simple to-do lists that show who needs ... read more about Onthen

    Entry Level Price
    $19 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    10% in Customer Success Software
    Visit website

  • Azeon

    Azeon empowers customer success teams with an AI layer that tracks context, detects friction, and surfaces insights across every customer touchpoint. By reasoning across conversations and history, Azeon helps teams get ahead of churn, identify expansion opportunities, and deliver proactive support — turning reactive workflows into a strategic, relationship-driven success motion that scales with your business.

    Entry Level Price
    $0.89 Per Feature
    Free Trial
    N/A
    Pricing Type
    Per Feature
    10% in Customer Success Software
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  • Chatim

    Talk directly with your website visitors in real-time. When someone has a question or needs help, you're right there to answer. Turn curious visitors into happy customers with personal, immediate responses. Start with simple rule-based bots that handle common questions, then upgrade to AI-powered automation as you grow. Whether it's basic FAQs or smart conversations, your chatbot keeps working even ... read more about Chatim

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    20% in Customer Success Software
    Visit website

  • LinkSprig

    LinkSprig is an free AI-powered LinkedIn outreach platform, designed and developed by Espial Solutions, built to help businesses, founders, agencies, and sales professionals connect with the right prospects and build meaningful conversations effortlessly. By automating prospect discovery, personalized messaging, follow-ups, and responses, LinkSprig simplifies lead generation and helps users grow their network, generate quality leads, and close more deals efficiently ... read more about LinkSprig

    Entry Level Price
    $0.0 One-time
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    0% in Customer Success Software
    Visit website

  • Konverze AI

    Konverze AI is a done-for-you AI chatbot platform built for growing businesses. In under 60 seconds, you can deploy a fully trained chatbot on your website that understands your business, speaks to visitors in your tone, and works around the clock without a single human agent. The chatbot learns from your website, documents, and FAQs — then answers customer questions ... read more about Konverze AI

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Flat Rate
    5% in Customer Success Software
    Visit website

  • ZYNO CRM

    ZYNO CRM is a powerful Customer Relationship Management software that helps businesses streamline sales pipelines, manage leads, track interactions, and improve customer retention. It offers automated follow-ups, deal tracking, contact management, and detailed sales analytics to empower sales teams with actionable insights. Suitable for SMBs and enterprises across industries, Elite Mindz CRM integrates seamlessly with communication tools and ERP systems, ... read more about ZYNO CRM

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Contact Vendor
    20% in Customer Success Software
    Visit website

  • Exeechain

    Exeechain helps B2B SaaS customer success teams keep revenue by spotting the accounts most likely to churn and drafting the save before renewal. Every account gets a daily churn risk score from 0 to 100 with the top reasons attached, built from billing status, product usage, support conversations, NPS, champion changes and CRM activity. When risk rises, Exeechain writes the ... read more about Exeechain

    Entry Level Price
    $0 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    90% in Customer Success Software
    Visit website

  • Raiseaticket

    Raiseaticket redefines customer support efficiency in a world where digital transformation is key. It’s a no-cost platform that simplifies and elevates the support experience, enabling your team to prioritise customer interactions over system navigation. The platform features an intuitive dashboard for comprehensive oversight, rich with analytics and reporting tools that empower management and supervisors with actionable insights. Bid farewell to ... read more about Raiseaticket

    Entry Level Price
    $15 Per Month
    Free Trial
    More than 30 days
    Pricing Type
    Per User
    15% in Customer Success Software
    Visit website

  • Heylee

    Heylee helps high-volume B2C contact centers automate customer conversations and turn every interaction into actionable intelligence. Its platform combines AI agents for customer-facing workflows, agent assist for live teams, and conversation intelligence for evaluating and improving performance.Heylee supports calls, email, SMS, web chat, social messages, meetings, and offline recordings. Teams can connect workflows across contact-center and CRM environments, including Five9, ... read more about Heylee

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Usage Based
    5% in Customer Success Software
    Visit website

  • HighAdvocacy

    HighAdvocacy gives customer success teams a repeatable way to turn account health into public proof. Most CS teams already know which customers are thriving. The gap is the ask. HighAdvocacy closes it by triggering advocacy campaigns on the signals CS already tracks: onboarding milestones, usage thresholds, renewal moments, or a positive NPS response. The customer receives a friendly widget or ... read more about HighAdvocacy

    Entry Level Price
    $0 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in Customer Success Software
    Visit website

  • Olanna

    Olanna is an AI front desk for small businesses. Every customer gets a response, every time, whoever is or isn't at the desk. Olanna books the appointment, sends the confirmation, and follows up with customers who haven't rebooked. Revenue, bookings and recommended actions land on one dashboard each morning.

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    20% in Customer Success Software
    Visit website

  • Produktly

    Customer success and support teams use Produktly to guide customers without waiting on engineering. Smart tips and short tours answer the questions that keep coming back to the support desk, announcements and a changelog tell customers what changed before they get confused, and a public roadmap with voting shows what is coming next. NPS surveys, one-question micro-surveys, and a feedback ... read more about Produktly

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    22% in Customer Success Software
    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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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