Latest Research


This content is currently locked.

Your current Info-Tech Research Group subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative
Or Call Us:
1-888-670-8889 (US/CAN) or
+1-519-432-3550 (International)

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

2024 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

Filter by
Intercom

Intercom

Composite Score
8.8 /10
CX Score
8.9 /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
  • Altruistic
  • Includes Product Enhancements
Badge Winner
Badge Winner
Composite Score
8.5 /10
CX Score
8.7 /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
8.5 /10
CX Score
8.5 /10

To increase customer retention, you need to focus on delivering customer value. Service Hub turns your customer experience from a cost center to a revenue driver. Service Hub brings all your customer service data and channels together in one place, and helps scale your support through automation and self-service. 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
Totango, Inc

Totango

Composite Score
7.9 /10
CX Score
8.1 /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
7.5 /10
CX Score
8.1 /10

ClientSuccess is a simple yet sophisticated solution that both the front-line CSMs and the Executive team will love. For the CSMs, we bring together the tools, best practices, insights and analytics they need to proactively manage their customers. For the Executives, we deliver the deep analytics, metric and reports to provide a comprehensive view of the health of their SaaS business.

Scorecard
Scorecard

Pros

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

Custify

Composite Score
7.5 /10
CX Score
8.0 /10

Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers'​ needs, reduce churn and increase lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased.

Scorecard
Scorecard

Pros

  • Appreciates Incumbent Status
  • Helps Innovate
  • Continually Improving Product
  • Reliable
Planhat

Planhat

Composite Score
7.4 /10
CX Score
7.6 /10

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance. We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases.

Scorecard
Scorecard

Pros

  • Respectful
  • Fair
  • Efficient Service
  • Acts with Integrity
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
7.0 /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
Composite Score
7.0 /10
CX Score
7.4 /10

Gainsight CS is a customer experience management solution that combines surveys, journey orchestration, and analytics to help businesses provide a best-in-class experience to their customers. Easily access customer insights in a centralized view. Utilize all survey types for a best-in-class customer feedback program.

Scorecard
Scorecard

Pros

  • Respectful
  • Enables Productivity
  • Unique Features
  • Reliable

Cons

  • Vendor Friendly Policies
  • Under Delivered
Visit our Exponential IT Research Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019