Customer Success Software

Customer Success

What is Customer Success Software?

Customer Success software provides a high level view of your customer health and enables your customer success through onboarding, health tracking etc. Customer Success software integrates with your existing CRM and provides additional functionality to ensure your at-risk accounts do not fall through the cracks.

Common Features

  • Account Health Tracking
  • Onboarding Workflow Management
  • Onboarding Collateral Management
  • CRM Integration
  • Reporting and Analytics
  • Onboarding Portal
  • Customer Scorecards
  • Surveys and Polling
  • Centralized Note Taking

Top Customer Success Software

2023 Data Quadrant Awards

2024 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

Switch to Emotional Footprint
Products: 11
Next Award: Nov 2024

Top Customer Success Software 2024

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Composite Score
8.9 /10
CX Score
9.1 /10

Front is a hub for all things customer communication. Front combines the simplicity of email with the intelligence of a CRM, so you can provide tailor-made service at scale. Front is a hub for customer communication that allows companies to offer tailor-made service at scale. Front looks and feels like your email inbox with a few very important differences: teammates collaborate in the same place where external messages are sent and received, and behind the scenes, robust workflows and integrations power the efficiency and insights typically found in a CRM.

Scorecard
Scorecard

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Badge Winner
Badge Winner
Composite Score
8.8 /10
CX Score
8.9 /10

Service Hub brings all your customer service data and channels together in one place, and helps scale your support through automation and self-service. The result? More time for proactive service that delights, retains, and grows your customer base.

Scorecard
Scorecard

Pros

  • Helps Innovate
  • Inspires Innovation
  • Respectful
  • Client's Interest First
Badge Winner
Badge Winner
Intercom

Intercom

Composite Score
8.6 /10
CX Score
8.7 /10

The modern customer communications platform that unifies every aspect of the customer journey, from conversion to engagement to support. Connecting with customers is more important than ever. We can help with scalable messaging for sales, marketing, and support.

Scorecard
Scorecard

Pros

  • Helps Innovate
  • Enables Productivity
  • Includes Product Enhancements
  • Altruistic
Badge Winner
Badge Winner
Totango, Inc

Totango

Composite Score
7.8 /10
CX Score
8.0 /10

Totango enables you to reduce churn, grow revenue, drive adoption, and scale your customer success. Totango is the customer success solution designed to help your team achieve their goals. Our customer data platform actively monitors all customer health signals and proactively engage at scale, resulting in focused, proactive customer success teams, increased productivity, and a lower churn rate.

Scorecard
Scorecard

Pros

  • Enables Productivity
  • Effective Service
  • Caring
  • Respectful
ClientSuccess

ClientSuccess

Composite Score
7.8 /10
CX Score
8.3 /10

ClientSuccess is customer success software that helps you build relationships that last. The platform helps SaaS companies manage customers, reduce churn & maximize revenue.

Scorecard
Scorecard

Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity
Badge Winner
Planhat

Planhat

Composite Score
7.4 /10
CX Score
7.6 /10

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat combines an elegant user experience with powerful enterprise architecture to offer simple solutions to complex business problems. From customer success to sales to marketing to product to finance, Planhat helps you help your customers achieve their goals.

Scorecard
Scorecard

Pros

  • Respectful
  • Fair
  • Efficient Service
  • Acts with Integrity
Custify

Custify

Composite Score
7.2 /10
CX Score
7.7 /10

Custify is a Customer Success Platform engineered for B2B SaaS companies. The platform centralizes data from multiple systems into an intuitive dashboard, highlighting key KPIs and customer health scores. From flagging at-risk accounts to automating workflows, Custify enables you to proactively manage customer relationships, reduce churn, and maximize lifetime value. Designed for scalability, it's a dynamic solution that evolves with your business needs, freeing your Customer Success Managers to focus on high-impact, strategic activities.

Scorecard
Scorecard

Pros

  • Appreciates Incumbent Status
  • Helps Innovate
  • Continually Improving Product
  • Reliable
YNOT Partners INC.

UserGuiding

Composite Score
7.1 /10
CX Score
6.8 /10

UserGuiding improves product adoption rates through 'no coding needed' interactive user onboarding flows. With this simple lightweight tool, just about anyone can quickly create step-by-step product walkthroughs on-screen. UserGuiding comes with great analytics as well to track the performance of walkthroughs, tours, tutorial popups, and more to help create personalized experiences.

Scorecard
Scorecard

Pros

  • Client's Interest First
  • Generous Negotitation
  • Transparent
  • Friendly Negotiation

Cons

  • Slower Product Innovation
  • Less Inspiring
  • Less Effective Service
ChurnZero

ChurnZero

Composite Score
7.1 /10
CX Score
6.9 /10

ChurnZero is a real-time Customer Success platform that helps subscription businesses fight customer churn. ChurnZero allows businesses to understand how their customers use their product, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints.

Scorecard
Scorecard

Pros

  • Respectful
  • Transparent
  • Friendly Negotiation
  • Efficient Service
Catalyst Software

Catalyst

Composite Score
7.1 /10
CX Score
6.6 /10

Catalyst is a Customer Success Platform (CSP), that integrates with all the tools you’re already using to provide one centralized view of customer data. Customer Success Managers can proactively take the right actions to prevent churn, such as receiving automated alerts when a customer is not using certain features that are critical to their success.

Scorecard
Scorecard

Pros

  • Security Protects
  • Helps Innovate
  • Continually Improving Product
  • Trustworthy

Cons

  • Less Generous
  • Under Delivered
  • Leverages Incumbent Status