Best Customer Success Software

Best customer success software includes BombBomb, RingCentral Engage Digital, Pega Customer Engagement, Totango, and Gainsight. These customer success platform helps take the customer data you have in your current tech stack and automates combining it to give you a 360-degree view of your customers.

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List of 20 Best Customer Success Software

Showing 1 - 20 of 77 products

Contenders | 2024

Hiver + Google Workspace is all you need to improve customer satisfaction

Drive customer success and deliver amazing experiences with Hiver - a multi-channel helpdesk built inside Gmail. Hiver offers teams support channels like email, live chat, WhatsApp and more to manage and resolve customer queries easily. Read Hiver Reviews

Category Champions | 2024

100% Free CRM Software for Your Business

FreeCRM is an innovative customer success software that helps small and medium businesses seamlessly manage customer relationships. The CRM software is feature-packed with tools for collaboration, task management, time tracking, client management, account management, dependency management, etc. FreeCRM consolidates customer data into a single database and helps enhance customer relationships. Read FreeCRM for SMBs Reviews

HubSpot Client Management Software helps to business to keep the complete eye on each and every leads and touch point with those leads to track the lead status. Hubspot lead scoring system helps sales team reduce the time and efforts in filtering out the bulk lead. Read Hubspot CRM Reviews

Most Reviewed

Emergents | 2024

HubSpot Service Hub is a fully-functional software that helps businesses deepen customer relationships. It is a customer success platform that helps with quick customer onboarding, ticketing, email scheduling, and more. Hubspot Service Hub collects all your customer service data on a single dashboard and optimizes customer service workflows through automation. Learn more about HubSpot Service Hub

Emergents | 2024

Software by Catalyst Software Corp. is a top-class platform that assists companies in increasing sales while providing remarkable customer service. This customer success management software offers insights and tools to identify customer retention risks and expansion opportunities, saving you hours every week. also gives a consolidated view of all the client data and creates real-time health profiles. Learn more about

Emergents | 2024

Customer success made simple

Planhat ensures effective internal and external collaboration with customers to reduce churn and drive growth. It is the best customer success software for planning customer-centric strategies, processes, and culture. Planhat offers a 360-degree view of your customers and their health scores to predict their future service satisfaction. Learn more about Planhat

Emergents | 2024

Make your customers stay with Customer Retention Software

Totango is a powerful customer success management platform for delivering incredible customer experience and achieving customer success goals. It helps you increase customer retention, renewal, and expansion through predictable revenue growth, automated communications, optimized customer journeys, etc. Totango also helps you identify customer health and mitigate risks. Learn more about Totango

Emergents | 2024

Manage users in real-time with customer success solutions

Custify offers the best customer success tools to help you confidently deliver customer services. It offers features like customer health score, customer experience canvas, 360 customer view, workflow automation, customer segmentation, outcome success plans, and more. Custify helps you scale more customer success across your entire business. Learn more about Custify

Emergents | 2024

Vitally is all you need to keep your customers pleased. Its customer success management tools provide actionable health scores for maintaining an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more. Maximize your customer success, productivity, efficiency, and visibility with Vitally. Learn more about Vitally

Emergents | 2024

Grow your client base with the best customer success software

ClientSuccess is a simple and powerful customer success system for forging long-lasting customer relationships. The software brings all your conversations in one place and keeps you up-to-date on the health of your customers. Define, manage, and measure your methodology for driving success with ClientSuccess and delivering consistent customer experience at scale. Learn more about ClientSuccess

Emergents | 2024

Expect more customer success stories than ever with inSided. It is one of the best customer success platforms that help businesses scale support, increase retention, and deliver great customer experience. It is feature-packed with a central community platform, customer success knowledge base, in-app embeddable, and more. Learn more about inSided

Emergents | 2024

Top-notch B2B & SaaS customer success management tools

CustomerGauge helps your teams enhance customer experiences through more efficient communication. Its highly-developed customer success software tools provide real-time feedback from your B2B value chain and help you act quickly on customer insights. CustomerGuage helps build deeper relationships, reduce churn, increase upsell, and generate more revenue. Learn more about CustomerGauge

Contenders | 2024

A system to boost productivity and profitability a

Accelo is a leading customer success software that helps you deliver a world-class customer experience with its dedicated experts, easy setup, and extensive guidance. Accelo provides a united view of your business data, client communications, and other activities on a single platform and streamlines workflows to boost efficiency. Read Accelo Reviews

Category Champions | 2024

Accelerate your Business growth with our data-driv

Churn360 is a top-rank customer success platform that helps professionals build long-lasting customer relationships. It gives a complete view of your customers in a single click and their health score to identify at-risk customers. Churn360 tracks customer journeys, segments customers, and automates customer success processes. Read Churn360 Reviews

Emergents | 2024

Strikedeck is a function-rich customer success management software for fulfilling client needs. It offers multiple features such as customer management, customer support, health score, account management, usage tracking, analytics, etc. Strikedeck helps you make smart decisions, drive more sales, and retain customers forever. Learn more about Strikedeck

Emergents | 2024

Intercom is the best customer success software that helps businesses effectively manage and optimize their customer success efforts. The software provides the fastest and most efficient inbox to help you resolve customer queries instantly. Intercom also reduces response times and resolves issues immediately with powerful AI chatbots and custom bots. Read Intercom Reviews

Emergents | 2024

Actionable Customer Success Software for B2B SaaS

CustomerSuccessBox offers smart customer success tools that are designed for boosting customer satisfaction and reducing manual team efforts. It helps you deliver an outstanding customer experience with key features like customer management, communication management, customer engagement, health score, onboarding and training, customer feedback, and more. Redesign your customer-growth strategy with CustomerSuccessBox today. Learn more about CustomerSuccessBox

Emergents | 2024

Ensure positive user experience with Customer Success System

UserIQ is a comprehensive customer success management platform that helps businesses retain and expand their customer base with minimal effort. The software identifies churn risk and growth opportunities to drive customer and company success. With UserIQ, you can quickly find at-risk accounts and prioritize whom to contact. Learn more about UserIQ

Category Champions | 2024

Zoho Desk powers faster issue resolution, boosts c

Zoho Desk is one of the best customer success platforms that assist businesses in driving customer success. Its top features, like automatic ticket assignment, ticket collaboration, single interface communication, daily dashboard, reports and insights, in-app service portals, etc., make it an industry-favorite customer service solution. Read Zoho Desk Reviews

Emergents | 2024

User Onboarding without Coding

UserGuiding is a customer success system that assists non-technical staff in onboarding your users quickly. The software also measures onboarding success by collecting user feedback and tracking other metrics and KPIs, and does not demand any coding skills. Product tours, segmentation, onboarding checklists, in-app surveys, resource centers, and hotspots are among the top features of UserGuiding. Learn more about UserGuiding

customer success software guide

Delivering exceptional customer experiences is not just a luxury in today's fiercely competitive market; it's essential for long-term sustainability. Because of this, customer success software has become the absolute game-changer.

Customer success software is more than just a regular toolbox; it is a dynamic collection of tools and services that have been painstakingly designed to support businesses in their unrelenting pursuit of customer success. 

According to research, the global customer success platforms market is estimated to reach $3.1 billion by 2026. It gives businesses the ability to successfully manage customer relationships, anticipate their needs with ease, and achieve unmistakable success. 

With an arsenal of cutting-edge analytics, automation wizardry, and seamless collaboration features, this software ensures that businesses have the all-knowing eye and dexterous hand needed to extract the most value from each customer interaction. The days of strewn customer data and educated guesswork are over. 

Customer success software centralizes all customer information, allowing businesses to see the entire customer journey. It's a veritable fountain of knowledge, revealing trends, forecasting impending challenges, and revealing personalized strategies to delight customers based on their unique preferences and quirks.

But that's not all. Prepare to be astounded by the effectiveness of proactive customer engagement. A customer success platform becomes your most powerful ally, bombarding you with automated alerts, targeted notifications, and personalized content delivery. 

It ensures that your company is always connected to its customers, answering their questions proactively, initiating timely outreach, and providing laser-focused resources to propel its success.

What Is Customer Success Software?     

Customer success management (CSM) software is advanced software that analyzes your existing customer data to provide you with a comprehensive picture of your customers and their experiences. 

With its top-notch algorithms and analytical capabilities, CSM software provides you with a comprehensive view of your customers and their experiences, allowing you to fine-tune your strategies like never before.

While you may be familiar with customer service software, CSM software takes specialization to new heights. It goes beyond the surface level, honing in on specific areas where your customer service can excel.

CSM software serves as your trusted guide, leading you to untapped reservoirs of valuable information. By deciphering the intricacies of customer interactions, it helps you identify patterns, uncover pain points, and unlock the potential for exceptional service enhancements.

But CSM software doesn't stop there. It becomes the catalyst for continuous improvement, equipping you with actionable intelligence to optimize your customer service strategies. With data-driven decision-making, you can strategically allocate resources where they are most needed and align your efforts to deliver unparalleled customer satisfaction.

Benefits of Customer Success Software

The business landscape today is fiercely competitive, and customer success software has emerged as a transformative tool for organizations looking to optimize customer relationships and drive growth. Let's delve into these benefits in detail:

1. Increase visibility

Customer success software provides organizations with enhanced visibility into customer interactions and touchpoints. By consolidating customer data from various sources into a centralized platform, businesses gain a comprehensive view of their customers' journey. 

This holistic visibility allows them to track customer behavior, preferences, and satisfaction levels at every stage. Armed with these insights, businesses can identify engagement opportunities, anticipate needs, and align their strategies to deliver highly personalized experiences.

2. Improve customer experience and engagement

One of the primary advantages of customer success management software is its ability to elevate customer experience and engagement. By leveraging advanced analytics and automation, businesses can proactively address customer needs, offer timely support, and provide personalized content. 

Automated alerts and notifications facilitate proactive outreach, ensuring businesses stay connected with customers throughout their entire lifecycle. Such a personalized and proactive approach not only boosts customer satisfaction but also enhances loyalty and advocacy.

3. Enhanced customer insights

Customer success software empowers businesses to gain deeper insights into their customer base. By analyzing customer data, behavior, and feedback, businesses can uncover valuable patterns, preferences, and pain points. 

These insights help identify opportunities for upselling and cross-selling, refine product offerings, and develop targeted marketing strategies. With a better understanding of their customers, businesses can tailor their approach to meet specific needs, resulting in higher customer satisfaction and retention rates.

4. Increased efficiency

Customer success software streamlines and automates various customer-related processes, leading to increased efficiency. 

Automated notifications, reminders, and follow-ups ensure that critical tasks are not overlooked, reducing the risk of missed opportunities. Moreover, collaboration features within the software facilitate cross-functional communication, enabling teams to work cohesively toward customer success.

5. Reduce churn

CSM plays a critical role in reducing customer churn, a key metric for business success. By monitoring customer behavior, usage patterns, and feedback, businesses can identify early warning signs of dissatisfaction or disengagement. 

This proactive approach allows them to intervene promptly, address concerns, and provide proactive solutions to prevent churn. Customer success software helps businesses build stronger relationships, improve retention rates, and minimize revenue loss associated with customer attrition.

6. Boost efficiency

Another significant benefit of customer success software is its ability to boost operational efficiency. With streamlined processes, automated workflows, and real-time analytics, businesses can optimize their resources and achieve higher productivity. 

The software empowers customer success teams to effectively prioritize tasks, track progress, and focus on high-impact activities. By eliminating manual data entry, reducing duplication, and automating routine tasks, businesses can free up valuable time for strategic initiatives and value-added customer interactions.

7. Scalability

The best customer success software is designed to scale with businesses as they grow. Whether organizations are serving a few customers or managing a large client base, the software can accommodate their needs. As customer volumes increase, the software adapts to handle the growing data, interactions, and complexities. 

This scalability ensures that businesses can continue delivering personalized customer experiences, maintaining high levels of service even as their customer base expands.

From increased visibility and improved customer experience to enhanced insights, reduced churn, boosted efficiency, and scalability, this software empowers organizations to optimize their customer relationships and drive sustainable growth. 

Key Features of Customer Success Management Software

Customer Success Management (CSM) software offers a comprehensive range of features that are specifically designed to enhance customer engagement, satisfaction, and overall success. Let's take a closer look at the key features that make CSM software an invaluable tool for businesses:

essential features of customer success software

1. Customer dashboards or profiles

The customer success management platform provides businesses with customer profiles that consolidate and present vital customer information in a single, easily accessible view. These dashboards offer a holistic overview of each customer's journey. 

These include their history, interactions, preferences, and current status. By utilizing customer dashboards, businesses can effectively track consumer health scores, identify accounts at risk, and monitor key metrics to ensure proactive customer management.

2. Communication management tools

Efficient and effective communication is the backbone of customer success. CSM software offers robust communication management tools to facilitate seamless interactions. 

By centralizing communication records, businesses can ensure consistent messaging, promptly follow up on customer inquiries, and provide timely support. This further fosters and nurtures strong customer relationships.

3. Content creation and management tools

Customer success system often incorporate content creation and management tools that enable businesses to deliver relevant and personalized information to their customers. These tools allow businesses to create, store, and distribute educational content, onboarding materials, tutorials, and FAQs. 

4. Personalization and segmentation

CSM software offers powerful personalization capabilities that allow businesses to tailor customer interactions and experiences by segmenting customers based on various criteria. These mainly include industry, usage patterns, or subscription level; businesses can deliver targeted and relevant messaging. 

Personalization features enable businesses to customize product recommendations and deliver personalized onboarding experiences. This eventually strengthens customer relationships and drives higher levels of engagement.

5. Self-service channels

Self-service channels play a vital role in empowering customers and reducing reliance on support teams. CSM software often includes self-service portals or knowledge bases where customers can independently access valuable resources, FAQs, troubleshooting guides, and community forums. 

These self-service channels empower customers to find answers to common queries on their own, saving time and effort for both customers and support teams.

6. Feedback collection

CSM software boasts robust feedback collection tools that empower businesses to gather valuable insights from their customers. These tools facilitate the seamless collection of feedback through surveys, feedback forms, and customer sentiment analysis. 

Armed with this wealth of data, businesses can make well-informed, data-driven decisions and continuously refine their products, services, and customer experiences to exceed customer expectations.

7. Customer segmentation tools

Personalized customer success strategies are essential, and CSM software offers powerful segmentation capabilities to achieve this. Through precise customer segmentation, businesses can tailor their engagement strategies, and cater to the specific needs of each customer segment. 

This level of customization not only enhances customer satisfaction but also boosts retention rates, as customers feel valued and understood.

8. Automation capabilities

Time-consuming, repetitive tasks are a thing of the past with CSM software's automation capabilities. By automating routine tasks and processes through streamlined workflows, businesses can save valuable time and enhance efficiency. 

CSM software automates tasks like customer onboarding, follow-ups, renewals, and upselling, ensuring consistent and timely communication with customers. 

With these time-saving measures in place, businesses can redirect their resources to high-value activities such as proactive customer outreach and personalized support, ultimately driving customer success.

9. Proactive support and outreach

With CSM software, businesses can take customer support and outreach to the next level by adopting a proactive approach. By harnessing customer data and leveraging advanced analytics, businesses can identify customers who may be at risk or in need of assistance. 

CSM software enables businesses to set up alerts and triggers based on predefined criteria, ensuring that appropriate actions are taken to address customer concerns before they escalate. 

Proactive support and outreach not only prevent customer churn but also demonstrate a genuine commitment to customer success, fostering long-term relationships built on trust.

10. Integration support

Seamless integration with other systems and tools is a critical feature of client success software. This integration allows businesses to consolidate customer data, streamline workflows, and facilitate the smooth flow of information across different teams and departments. 

By harmonizing data and processes, businesses can enhance operational efficiency, improve data accuracy, and foster collaboration, resulting in a seamless customer success management experience.

11. Analytics

CSM software offers robust analytics capabilities that provide businesses with actionable insights into customer behavior, engagement, and success metrics. 

Comprehensive reporting and user-friendly dashboards enable businesses to gain a deep understanding of customer health scores, churn rates, product usage, and customer satisfaction levels. 

With all these features, businesses can make informed decisions, prioritize actions, and optimize their customer success strategies to drive continuous improvement and deliver exceptional customer experiences.

Why Do You Need a Customer Success Platform?

Customer success plays a crucial role in achieving sustainable growth and maintaining a loyal customer base. To effectively address this need, businesses are getting their hands on customer success platforms. Some of the most common reasons why you need a customer success platform are written below. Let’s take a look at them!

1. Manage customer data

A Customer Success Platform acts as a centralized repository, enabling businesses to store and organize all customer-related information. With a holistic view of customer data, businesses can better understand their customers, personalize interactions, and provide tailored solutions to their specific needs.

2. Gain insights into customer behavior

One of the major advantages of a customer success platform is its ability to analyze customer behavior and identify patterns and trends. 

Leveraging advanced analytics, businesses can gain valuable insights into customer preferences, and engagement levels. These insights allow for data-driven decision-making, and optimization of customer journeys. 

3. Boost revenue

With a customer success platform, businesses can easily identify cross-selling or upselling opportunities and deliver targeted offers/recommendations. Additionally, the platform enables businesses to track customer satisfaction, gather feedback, and identify areas of improvement. This eventually boosts customer loyalty and reduces churn rates.

4. Enable communication and collaboration

A customer success platform facilitates seamless communication and collaboration by providing a centralized platform for sharing and accessing customer-related information, tasks, and notes. Through this, teams are able to work together efficiently and ensure consistent and personalized customer interactions.

5. Accelerated growth

A customer success platform assists in identifying and nurturing high-value customers, and increasing customer lifetime value. It empowers businesses to proactively engage with customers, provide timely support, and deliver personalized experiences. This enhances customer satisfaction and takes the company to the next level. 

6. Integrate with other business tools

A customer success platform can easily integrate with other various business tools. These mainly take into account CRM systems, marketing automation platforms, and customer support software

This integration ensures a smooth flow of customer data across different systems, eliminating silos and improving overall efficiency. It allows businesses to have a holistic view of the customer journey and ensures consistent and coordinated efforts across all touchpoints.

By prioritizing customer success through the adoption of a Customer Success Platform, businesses can enhance customer satisfaction, increase customer loyalty, and drive long-term success.

How to Choose a Customer Success Platform?

A customer success platform is a vital tool for businesses aiming to improve customer satisfaction and drive growth. It enables organizations to streamline customer success processes, effectively manage customer relationships, and achieve better customer outcomes. 

However, selecting the right customer success platform can be a challenging task. To ensure you make an informed decision, consider the following factors when choosing a customer success platform:

1. Choose a selection team

Form a selection team consisting of representatives from various departments, including customer success, sales, marketing, and IT. Involving stakeholders from different areas ensures that all perspectives are considered during the evaluation process. This team will be responsible for assessing available options, gathering requirements, and making the final decision.

2. Define your business needs

Before evaluating different platforms, clearly define your business needs and objectives. Consider the specific challenges your customer success team faces, such as onboarding, adoption, retention, and upselling. Determine the key features and functionalities required to address these challenges effectively.

3. Evaluate integration with olther tools

Check whether the customer success platform integrates smoothly with your existing tools and systems. Consider the tools your team currently uses, such as CRM, marketing automation, or project management software

Seamless integration enables data sharing and workflow streamlining, and provides a comprehensive view of customer interactions. Look for pre-built integrations or APIs that allow for easy data exchange.

4. Consider the cost

Assess the pricing models of different customer success platforms. Some platforms offer a flat fee, while others have tiered pricing based on the number of users or features. Determine your budget and evaluate whether the platform's cost aligns with the value it provides. 

Consider additional costs, such as implementation, training, and ongoing support. Compare pricing structures and choose a platform that offers the best value for your investment.

5. Negotiate terms

Once you have identified a suitable customer success platform, don't hesitate to negotiate terms. Discuss pricing, contract length, and any specific requirements you may have. Be transparent about your budget constraints and the value you expect to gain.

Negotiating can often result in more favorable terms, such as discounted pricing, additional features, or extended trial periods. Vendors are often willing to accommodate reasonable requests to secure your business.

6. Test integration and usability

Before making a final decision, conduct a thorough evaluation of the shortlisted platforms. Request demos or trial access to test the platform's integration capabilities and usability. Involve end-users from your customer success team to gain their insights and feedback. 

Assess the platform's intuitiveness, ease of navigation, and alignment with existing workflows. Consider factors like customization options, reporting capabilities, and the availability of actionable insights.

7. Seek customer references and reviews

To gain a better understanding of the platform's performance, seek customer references and read online reviews. Connect with existing customers of the platform to gather their experiences and insights. 

Inquire about their satisfaction levels, the platform's reliability, and the vendor's support quality. Online reviews can provide additional perspectives and help you make a well-informed decision.

8. Make the final decision

After considering all the factors mentioned above, collaborate with your selection team to make the final decision. Evaluate each platform's strengths and weaknesses based on your business needs, integration capabilities, pricing, usability, and customer feedback. 

Take into account the long-term potential of the platform and its scalability to accommodate your future growth. Choose the platform that best aligns with your requirements and offers the most value to your organization.

Selecting the right customer success platform requires a systematic and comprehensive approach. By following the above-mentioned steps, you can easily hop on the best customer success software. 

Top 5 Customer Success Software with Pros, Cons, Features, and Pricing

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With so many customer success software available in the market, choosing the best one is not easy. This is where our list of top 5 customer success software will help you choose the best one for your business. Let’s take a look at them!

1. Gainsight

gainsight dashboard

Gainsight provides a comprehensive platform for your customer success strategy that strives to coordinate the objectives, perceptions, and actions of various customer-facing teams, including sales, marketing, support, and product. 

The platform helps lower churn, boost retention rates, and even spur expansion potential by offering a unified perspective of the client. Gainsight empowers your teams to provide exceptional customer experiences throughout the full customer lifecycle with a variety of tools.

The platform provides useful capabilities to get in-depth client data, solicit their input directly, and gauge their levels of involvement. You can consistently and more effectively meet your client’s needs if you have a better grasp of them. 


  • Engagement analytics
  • Pre-packaged analytics graphs
  • Sponsor tracking
  • Interactive report builder


  • This software assists businesses in decreasing the chances of customer churn through its advanced customer scoring tool. 
  • Its Insight feature enables the centralization of data sources to give users a 360-degree view of their client profiles and assess their overall health.
  • This software automates several communication processes, which makes it very simple for users to operate. 


  • At times, the load times can be a little long for certain specific pages. 
  • It requires a steep learning curve to get your hands on this software. 


  • On-request

2. Custify

custify dashboard

Custify is a cloud-hosted customer success software solution created to assist businesses in efficiently collecting data from various channels. Custify provides businesses with the data they need to improve customer retention, lower churn rates, increase revenue, optimize contract renewals, and do much more. 

Organizations can easily keep track of license usage on its flexible platform and get timely alerts when contracts and free trials are about to expire. This maximizes the potential for paid subscriptions and upselling.


  • KPI tracking
  • Customer 360
  • Task assignment
  • Audience segmentation


  • It offers exceptional client communication functionalities that save extensive time and smoothen work. 
  • Along with being a CRM tool, it shows multiple health scores and trends on a single screen which reduces complexities. 
  • It allows users to easily create segments, track the lifecycle stage of each client, and receive alerts whenever a user is experiencing trouble. 


  • Its dashboard lacks certain advanced features. 
  • The ability to customize emails is limited for certain reports. 


  • Starts from $199.0 per user per month

3. ClientSuccess

clientsuccess dashboard

ClientSuccess is an inclusive platform for fostering customer success in SaaS companies. It is specifically designed to cultivate a customer-centric culture across the entire organization. The platform offers a range of solutions to support customer success teams in improving customer onboarding, adoption, retention, and growth. 

Positioning itself as the ultimate solution for comprehensive customer success management, ClientSuccess equips teams with essential tools and features to efficiently carry out their responsibilities. 


  • Customer segmentation
  • Role-based user permissions
  • Revenue forecasting
  • Revenue management


  • This software is very simple and easy to use, which attracts more and more users. 
  • It offers excellent customer service, which resolves all customer queries in no time. 
  • It automatically links users’ inboxes which saves plenty of time to manually add each and every mail. 


  • This software doesn’t support certain types of workflows. 
  • At times, it is very difficult to manage a team and not have to click into individual accounts. 


  • On-request

4. Planhat

planhat dashboard

Planhat is a popular solution for aggregating customer data. This makes it an excellent choice for companies. It integrates seamlessly with popular CRMs such as HubSpot and Salesforce and customer communications software.


  • Internal collaboration
  • Automated workflow
  • Customer segmentation
  • Sponsor tracking


  • This software offers easy-to-use and configurable workflows. 
  • It provides a dedicated API that helps in integration with multiple third-party tools. 
  • Since it doesn’t require any setup fee, startups are able to get their hands on this software with ease. 


  • Its UI is a little rough around the edges. 
  • This software doesn’t offer a free trial. 


  • On-request

5. Whatfix

whatfix dashboard

Whatfix is an employee engagement and onboarding software solution that supports all stages of the employment lifecycle.  The system assists businesses in establishing productive company cultures in which employees across teams and departments are aligned and working toward the same goals.


  • IP whitelisting
  • Audit logs
  • Auto translation
  • Content aggregation


  • This software offers an intuitive software solution that assists organizations in establishing better company cultures. 
  • Its informative onboarding process boosts the efficiency of the workforce.
  • This platform helps users make the most of the system with various learning resources. 


  • At times, the software can get slowed down and cause difficulties. 
  • Due to custom pricing, this software is quite expensive. 


  • Custom pricing

From the top five above-mentioned software, you can easily hop on the best one which suits your business requirements. Whichever software you choose, make sure to explore its features and pricing models before you make your final decision. 

How to Implement a Customer Success Platform?

A client success platform enables businesses to proactively engage with customers, deliver personalized experiences, and drive value throughout the customer journey. To successfully implement a customer success platform, organizations need to follow a strategic and well-planned approach. These primarily include:

How to Implement a Customer Success Platform

1. Identify your business goals

Before diving into the implementation process, it's crucial to clearly identify your business goals and objectives. Determine what you want to achieve with your customer success efforts. 

Are you aiming to increase customer retention, reduce churn, drive upsells, or improve overall customer satisfaction? By defining your goals, you can align your implementation strategy accordingly and ensure that your customer success platform supports your specific business needs.

2. Choose a customer success platform

Once you have defined your goals, the next step is to choose a suitable customer success platform. Evaluate different platforms based on their features, scalability, integration capabilities, and cost-effectiveness. 

Look for a platform that aligns with your business requirements and offers the necessary tools to drive customer success. Consider factors such as data management, analytics capabilities, automation features, and customer communication functionalities. 

Additionally, ensure that the platform integrates seamlessly with your existing systems, such as CRM and help desk software.

3. Configure your customer success platform

After selecting a customer success platform, it's time to configure it according to your specific business needs. Customize the platform to align with your workflows, customer lifecycle stages, and desired customer engagement strategies. 

Set up customer health scores, define triggers and alerts, and establish communication channels within the platform. Tailor the platform to accommodate your customer success processes and ensure it reflects your unique brand identity.

4. Migrate your customer data

To leverage the full potential of a customer success platform, it's essential to migrate your customer data accurately and securely. This includes importing existing customer information, historical data, and relevant metrics into the platform. 

Ensure that the migration process is seamless and error-free to maintain data integrity. Collaborate with your IT team or consult with the platform provider to ensure a smooth data migration process while adhering to data protection and privacy regulations.

5. Educate your customers

To get the most out of your customer success platform, educate them on its capabilities and how it can improve their experience. Tell your customers about the platform's benefits and emphasize how it will help them accomplish their objectives. 

To assist them in effectively utilizing the platform's features, give them training materials, tutorials, and documentation. 

6. Run assessment calls

As part of the implementation process, conduct assessment calls with your customers to evaluate their needs, goals, and pain points. These calls provide an opportunity to gather feedback, understand their expectations, and align your customer success strategies accordingly. 

Assess the value they expect from the platform and explore how you can tailor its features to meet their specific requirements. These assessment calls also allow you to identify potential roadblocks and ensure that the platform implementation is on track.

7. Implement a conversational experience

To enhance customer engagement and satisfaction, implement a conversational experience within your customer success platform. Incorporate chatbots, live chat, or ticketing systems to enable real-time communication with your customers. 

These conversational channels facilitate instant support, enable proactive outreach, and foster personalized interactions. Leverage automation and AI capabilities to provide self-service options and deliver timely, relevant information to your customers.

8 Collaborate with other departments

Customer success is a cross-functional effort that requires collaboration and alignment across various departments within the organization. Work closely with sales, marketing, product, and support teams to ensure a seamless customer experience throughout their journey. 

Collaborative efforts will help align customer success strategies with broader business objectives and ensure a consistent customer experience at every touchpoint.

9. Internal cooperation instead of competition

Encourage internal cooperation and synergy among different teams instead of fostering a competitive mindset. Create a culture that values teamwork, knowledge sharing, and mutual support. 

Break down silos and facilitate open communication channels to enable seamless coordination between departments. By fostering cooperation, you can ensure that all teams work together to deliver exceptional customer experiences and drive customer success.

By following these key steps, organizations can easily implement a customer success platform. With the right platform in place, businesses can optimize customer engagement, deliver personalized experiences, and achieve long-term customer satisfaction and success. 

Challenges in Customer Success Software

Customer success software provides valuable insights and tools that ensure customer satisfaction, retention, and growth. However, organizations may encounter various challenges when implementing and utilizing customer success software. Some of these include:

Challenges in Customer Success Software

1. Overlap

A primary challenge in utilizing Customer Success software is the potential overlap with existing systems and tools within an organization. Many companies already employ various software platforms to manage different customer interactions. 

These mainly take into account CRM systems, marketing automation tools, and support ticketing systems. Integrating Customer Success software with these systems can be complex, requiring careful planning and coordination to avoid duplicated efforts and confusion among teams.

2. Data quality

Ensuring the accuracy and quality of data within the Customer Success software is another critical challenge. Customer data is often scattered across multiple sources. 

These include CRM databases, billing systems, and product usage analytics. Integrating and consolidating these sources can be challenging, and inconsistencies or errors can lead to inaccurate insights and recommendations. 

Establishing data governance practices, conducting regular data audits, and implementing data cleansing processes are essential for maintaining reliable and trustworthy data within the Customer Success software.

3. Monitoring customer usage

An essential aspect of Customer Success is monitoring customer usage and engagement with the product or service. Customer Success software typically tracks metrics like product adoption, feature usage, and user activity. 

However, capturing and interpreting this usage data accurately can be complex, especially for products with intricate workflows or usage patterns. Additionally, different customers may have unique usage requirements, making it challenging to develop standardized monitoring mechanisms that cater to everyone. 

Organizations need to invest in robust analytics capabilities and tailor monitoring approaches to effectively capture the specific usage patterns of their customers.

4. Maintaining relationships with every customer

Building and nurturing strong relationships with every customer is a fundamental goal of Customer Success. However, as the customer base grows, it becomes increasingly challenging to provide personalized attention to each customer.

Customer Success software can automate certain aspects of relationship management, such as targeted communications or tracking customer interactions.

Striking the right balance between automation and personalization can be difficult. Organizations must design workflows and processes that enable Customer Success teams to focus on high-value interactions while leveraging automation for routine tasks.

5. Customers not finding value

Despite the best efforts of Customer Success teams, some customers may struggle to find value in the purchased product or service. This could be due to a mismatch between customer expectations and product capabilities or a lack of awareness about certain features.

Organizations need to continually refine their customer segmentation and predictive modeling techniques to maximize the effectiveness of their Customer Success efforts.

Addressing the challenges related to CSM software drives customer satisfaction and loyalty. By overcoming these challenges, companies can unlock the full potential of their customer success software and build enduring relationships with their customers.

Current Trends in Customer Success Software

Customer Success has emerged as a critical business function, with a focus on maximizing customer value and fostering long-term relationships.

To effectively manage and enhance customer success, businesses are increasingly relying on customer success software. Some of the current trends in customer success software include:

Current Trends in Customer Success Software

1. The rise of customer advocacy

A popular trend in customer success software is the rise of customer advocacy. Companies have recognized the significant value of transforming satisfied customers into brand advocates who actively promote their products or services. 

CSM software facilitates the identification and cultivation of advocates by tracking customer sentiment, engagement levels, and referrals. It enables businesses to leverage advocacy programs, provide incentives, and measure the impact of advocacy efforts on customer success metrics.

2. Mapping your customer journey

Mapping the customer journey is another crucial trend in customer success software. Understanding how customers interact with a product or service throughout their lifecycle is essential for delivering personalized and targeted experiences. 

Customer success software empowers companies to create visual representations of the customer journey, identify pain points, and uncover opportunities for improvement. By integrating data from various touchpoints, businesses can proactively address customer needs and drive customer success.

3. Marrying customer success with AI

Artificial Intelligence (AI) has revolutionized numerous industries, and customer success is no exception. The integration of AI into customer success software is a growing trend that provides valuable insights, predictions, and recommendations for improving customer success outcomes. 

AI-powered analytics can process vast amounts of customer data, enabling businesses to identify patterns, detect early signs of churn, and suggest personalized actions. Additionally, AI chatbots and virtual assistants enhance customer self-service by providing instant responses and guiding users through common issues.

4. Customer success community

The customer success community is experiencing rapid growth, and customer success software plays a vital role in fostering collaboration and knowledge sharing among professionals. These software platforms facilitate community building by connecting customer success experts, and learning from one another's experiences. 

By integrating community features within customer success software, businesses can tap into the collective expertise of the community, thereby improving customer success strategies.

5. Self-Service and Education

Another significant trend in customer success software is the emphasis on self-service and education. Modern customers prefer to find answers and resolve issues on their own, and customer success software allows businesses to meet these expectations. 

Features such as knowledge bases, help centers, and customer portals are common in customer success software, providing customers with easy access to relevant resources and tutorials. 

By empowering customers to self-serve, businesses can reduce support costs, enhance customer satisfaction, and allocate more resources to high-value customer interactions.

Businesses that leverage these trends and implement customer success software will be better positioned to drive customer satisfaction, foster loyalty, and ultimately achieve sustainable business growth as customer expectations continue to evolve.


Customer success teams are dedicated to assisting customers in achieving their objectives through the use of a company's product or service. Connect with our professionals to learn more about customer success platforms today. 


Customer Success expands selling opportunities and increases renewal rates. This, in turn, ensures that the customer will be staying on your platform for a long time. Further, effective customer success software reduces customer churn and enhances revenue.

Customer Success Managers make sure that customers receive the most value from their company's investment. However, it must not be the sole responsibility of specific individuals but can be an overarching theme within the company.

When consistent customer engagement is observed throughout the life cycle between the supplier and the customer, ensuring promises of the supplier are met, an organization achieves customer success

Measuring the success of your Customer Success Software (CSS) is a crucial task. It primarily involves evaluating its impact on key performance indicators (KPIs) and customer outcomes.

By getting your hands on certain monitoring customer satisfaction metrics, you can easily measure the success of CSM software. These include Net Promoter Score (NPS) or Customer Satisfaction (CSAT) ratings that help assess how well the CSS improves customer experiences.

To ensure the effective utilization of Customer Success Software by your team, provide comprehensive training on its features, functionalities, and best practices.

Offer ongoing support and resources to address questions and challenges. Regularly communicate with your team, gather feedback, and identify areas for improvement. Monitor individual and team performance metrics related to CSS usage and customer success outcomes.

Set clear expectations and goals for CSS usage, foster a culture of accountability, and encourage sharing of success stories and best practices. Recognize and reward individuals and teams for effective utilization of the software to motivate others.

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Last Updated: February 23, 2024