Customer success goes beyond answering questions—it’s about building strong relationships and preventing churn. However, as businesses scale, managing growing customer needs becomes challenging.
AI in customer service helps teams automate tasks, predict customer needs, and provide proactive support—enhancing engagement without losing the human touch. ClickUp, for example, brings AI-driven automation into project and customer management, enabling teams to streamline workflows and improve collaboration—all in one place.
Here’s a look at the 10 best AI tools to streamline workflows, boost retention, and improve customer satisfaction. Let’s dive in!
10 Best AI Customer Success Software for 2025
- Benefits of Using AI in Customer Success
- How AI Can Help Create a Customer Success Strategy
- What Should You Look for in AI for Customer Success Software?
- The 10 Best AI for Customer Success Software
- 1. ClickUp (Best for AI-powered project management and collaboration)
- 2. Customer Success AI (Best for predicting customer churn)
- 2. Custify (Best for increasing customer satisfaction in real time)
- 3. Totango (Best for Agile customer success management)
- 5. ClientSuccess (Best for simple yet powerful customer success)
- 6. Intercom (Best AI tool for customer engagement)
- 7. Zendesk (Best for customer support)
- 8. Userpilot (Best for personalized onboarding experience)
- 9. HubSpot (Best for better customer relationships)
- 10. GainSight (Best for deeper product usage and customer satisfaction)
- Perfect Your Customer Success Strategy with ClickUp
Summarize this article for me please⏰ 60-Second Summary
Here’s a roundup of the 10 best AI customer success software tools available today:
- ClickUp: Best for AI-powered project management and collaboration
- Customer Success: AI Best for predicting customer churn
- Custify: Best for increasing customer satisfaction in real time
- Totango: Best for Agile customer success management
- ClientSuccess: Best for simple yet powerful customer success
- Intercom: Best AI tool for customer engagement
- Zendesk: Best for customer support
- Userpilot: Best for personalized onboarding experience
- HubSpot: Best for better customer relationships
- GainSight: Best for deeper product usage and customer satisfaction
Summarize this article for me pleaseBenefits of Using AI in Customer Success
👀 Did You Know? 79% of leaders believe AI adoption is critical—determining whether a business thrives or falls behind.
AI helps even top-performing customer success teams drive growth. Here’s how:
1. Deliver exceptional customer experiences every time
AI in customer success can analyze data and extract insights about customer needs, preferences, and expectations. This helps businesses personalize recommendations and provide proactive support. AI streamlines issue resolution by integrating with backend systems.
With generative AI, companies can create warm, friendly, consistent interactions that build trust. AI-powered digital agents also reduce wait times, offering near-instant support that boosts customer satisfaction.
2. Gain more brilliant insights with data-driven decisions
Traditional data analysis is slow and often fails to maximize customer insights. AI enables faster, more accurate data analysis, which helps businesses stay ahead of customer needs.
By processing past conversations and behavior, AI offers actionable insights to guide decision-making.
3. Free up your agents to do what they do best
With AI handling routine tasks like data entry, ticket triage, and intelligent routing, your agents can focus on high-value interactions, improving customer stickiness. This allows teams to build stronger relationships while the AI tackles repetitive work.
Similarly, centralized customer profiles can improve productivity and reduce time switching between systems.
Keep customers coming back for more
Predictive analytics tools identify customers at risk of churning, allowing businesses to act quickly with custom retention strategies.
By profoundly understanding each customer’s needs, AI creates a sense of connection, making customers feel valued. This leads to higher satisfaction, lower churn rates, and greater repeat business.
5. Scale your operations will be faster than ever
As businesses grow, maintaining personalized customer support becomes harder. AI is the key to scaling customer success operations without sacrificing quality. With AI-powered automation and customer success software, teams can handle a growing customer base while maintaining personalized service.
Plus, with the right SaaS CRM software, your team can focus on key activities such as customer onboarding and account management, as AI automates repetitive tasks.
Summarize this article for me pleaseHow AI Can Help Create a Customer Success Strategy
AI won’t replace the personal touch that makes customer relationships special, but it can streamline your daily workflows.
AI automates repetitive tasks, manages complex processes, and gets an early start on things. Your team builds relationships while AI manages time-consuming tasks.
Here’s how AI tools can boost your customer success strategies without overshadowing the human side of relationships:
Enhancing personalization
AI analyzes customer data to create tailored customer interactions—through email, calls, or other touchpoints—leading to better experiences and higher satisfaction. McKinsey reports that businesses excelling at personalization see 40% more revenue from those efforts.
Providing smarter, 24/7 support
Unlike older, rule-based bots, modern AI chatbots use machine learning and natural language processing (NLP) to understand and answer customer questions. They provide 24/7 support, handle routine queries, gather customer preferences, and suggest relevant products and services.
Streamlining onboarding and daily tasks
AI tools can automate tasks like drafting emails, scheduling meetings, and managing setup processes. This helps make onboarding customers easier while allowing for personal touches where needed. The result is a smoother experience for both your team and your customers.
Summarize this article for me pleaseWhat Should You Look for in AI for Customer Success Software?
The right solution should address customer service challenges, scale operations, and provide actionable insights. Here’s what I always consider when evaluating AI for customer success:
- Natural language processing (NLP) capabilities: I look for software with advanced NLP to understand and respond to customer queries accurately, including sentiment analysis
- Real-time analytics and reporting: I prefer software that offers real-time analytics, enabling my team to quickly analyze customer feedback and address customer service challenges without any delay
- Automation: The software should automate responses using customer service templates, ensuring efficient yet personalized communication with customers
- Multichannel integration: The tool should integrate smoothly across multiple communication channels, ensuring a consistent experience for customers, no matter how they engage
- Seamless CRM integration: I always choose software that integrates smoothly with my CRM and provides customer data management or client management tools that include customer journey templates
- Proactive customer success: Your AI should predict customer behavior, flag at-risk clients, and suggest proactive retention strategies
- Data security and compliance: It’s crucial to choose AI platforms that meet compliance standards like GDPR and CCPA, ensuring that both customer data and our company’s reputation are protected
Summarize this article for me pleaseThe 10 Best AI for Customer Success Software
Here are my favorite customer success AI tools to help fuel your customer relationships and growth this year.
1. ClickUp (Best for AI-powered project management and collaboration)
Let’s start with my favorite tool—ClickUp!
It’s the everything app for work that makes managing customer relationships and projects seamless. Whether I’m tracking customer interactions, breaking down tasks, or analyzing data, ClickUp offers solutions that just make sense.
See client relationships at a glance on ClickUp CRM Project Management Software
One feature I rely on constantly is ClickUp’s CRM Project Management Software. It’s the ultimate CRM solution for project management and collaboration, helping me manage various aspects of SaaS customer success.
ClickUp’s CRM features offer more than just tracking customer data. It provides tools that improve relationships and workflows. I use it to track and manage multiple client accounts with the ClickUp Customer Success Plan Template.
It also helps me automate repetitive tasks like follow-up emails and status updates to save time and ensure consistency. You can also integrate it with other tools, such as email, calendars, and marketing platforms, for a holistic view of customer data.
📮ClickUp Insight: 83% of knowledge workers rely primarily on email and chat for team communication. However, nearly 60% of their workday is lost, switching between these tools and searching for information.
With ClickUp, your project management, messaging, emails, and chats converge in one place! It’s time to centralize and energize!
Similarly, the ClickUp Customer Service Project Management Software simplifies support processes and improves customer satisfaction. Among other functions, you can use it to track and manage support tickets from submission to resolution.
ClickUp AI Notetaker: Never miss a key customer insight
ClickUp AI Notetaker is a game-changer for customer success teams. It automatically records, transcribes, and summarizes customer meetings, ensuring no important detail gets lost.
💡 Use it to:
- Capture customer meeting notes in real time and generate actionable summaries
- Sync key takeaways across customer success workflows
- Reduce manual note-taking so teams can focus on customer engagement
By automating documentation, ClickUp AI Notetaker helps teams maintain accurate records, follow up effectively, and make data-driven decisions to improve customer relationships.
ClickUp Brain: Automate customer success workflows
ClickUp Brain sets the platform apart from all other tools in the list.
This AI-powered writing assistant helps you automate repetitive tasks and generate customer notes, email responses, and status reports to maintain first-class quality of service and customer engagement.
Instead of starting from scratch, you can explore over 1,000 ready-made templates that ClickUp offers.
For example, the ClickUp Customer Service Management Template lets you efficiently organize clients, feedback, and priorities in one central location, track customer effort and satisfaction ratings, manage partners, or collaborate effortlessly with teams on tickets and solutions.
ClickUp also offers templates with AI prompts, covering areas such as customer experience KPIs, CRM, customer lifecycle management, client success, customer journey, and more.
ClickUp best features
- Track important project data with Custom Fields
- Map customer journeys to identify touchpoints and potential friction
- Build and communicate an effective customer success plan with the ClickUp Customer Success Plan Template
- Quickly identify the reasons for customer issues so that you can develop effective solutions with the ClickUp Customer Problem Statement Template. This template also integrates with ClickUp Brain to help simplify customer success management
ClickUp limitations
- ClickUp’s learning curve can be steep due to an abundance of features
ClickUp pricing
- Free forever
- Unlimited: $7/user per month
- Business: $12/user per month
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $7/month per user
- ClickUp AI Notetaker: Add to any paid plan for as low as $6/month per user
ClickUp ratings and reviews
- G2: 4.7/5 (9,500+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
💡Pro Tip: Visualize key customer success metrics (e.g., customer satisfaction, churn rate, resolution time) using ClickUp’s Dashboard feature. This provides valuable insights into team performance and overall customer health.
2. Customer Success AI (Best for predicting customer churn)
ChurnZero’s Customer Success AI software gave me a complete view of the customer lifecycle. It pulls all the customer data into one place, provides health scores, forecasts renewals, and automates tasks.
Integrating OpenAI’s generative AI solves two major hurdles: content creation and strategy brainstorming.
Customer Success AI best features
- Get client churn scores to identify satisfied accounts and those needing attention
- Create unlimited customer segments to analyze usage patterns and tailor outreach efforts
- Set up automated alerts and actions triggered by specific stages in the customer journey, like onboarding or changes in customer data
Customer Success AI limitations
- Tagging team members and real-time interactions are not supported
- Deleting client accounts requires contacting the customer support team
Customer Success AI pricing
- Custom pricing
Customer Success AI ratings and reviews
- G2: 4.7/5 (1,000+ reviews)
- Capterra: 4.7/5 (100+ reviews)
👀 Did You Know? AI-powered sentiment analysis tools can analyze customer feedback in real time, allowing businesses to identify and address potential issues before they escalate.
2. Custify (Best for increasing customer satisfaction in real time)
I discovered that Custify is an AI customer success software that improves client satisfaction and reduces churn in real time. It helps SaaS businesses boost customer lifetime value with a streamlined, data-driven approach.
Custify centralizes customer data, making engagement tracking seamless for CSMs. The platform also allows teams to automate workflows by creating playbooks, such as automatically sending emails, assigning accounts, and re-engaging low-engagement customers.
Custify best features
- Customize KPI dashboards for tracking health scores and identifying churn risks
- Leverage customer 360 views for a unified perspective on customer details, with upselling opportunities for growth
- Benefit from advanced analytics to track customer acquisition costs, CSM activity, and more
Custify limitations
- Provides limited help materials in the support section
- Lacks advanced tracking activity and dashboard analytics
Custify pricing
- Custom pricing
Custify ratings and reviews
- G2: 4.7/5 (370+ reviews)
- Capterra: 4.9/5 (110+ reviews)
3. Totango (Best for Agile customer success management)
Businesses with recurring revenue need scalable customer success tools. And I like how Totango offers modular capabilities, allowing companies to adapt to their current needs while planning for future growth.
The platform uses SuccessBLOCs—prebuilt, customizable success program templates packed with best practices and expert insights. You can start with a SuccessBLOC and tailor it to their specific requirements.
Totango best features
- Use multiple views to monitor risks, renewals, and other customer metrics
- Track customer health easily with streamlined CRM workflows
- Provide real-time insights through direct API integration
- Create email campaigns and more using a content generator powered by Jasper.ai
Totango limitations
- Lacks subtask creation within task management features
- Requires updates to the UI for improved user experience
Totango pricing
- Enterprise: Custom pricing
- Premier: Custom pricing
Totango ratings and reviews
- G2: 4.3/5 (950+ reviews)
- Capterra: 3.7/5 (20+ reviews)
5. ClientSuccess (Best for simple yet powerful customer success)
ClientSuccess uses AI and automation to streamline repetitive tasks for customer success managers (CSMs), freeing more time for meaningful customer interactions.
With SmartCS, an AI-powered feature, CSMs can automate email communications, generating responses based on any prompt or question. It also allows them to handle multiple emails at once automatically.
ClientSuccess also offers a range of valuable features, including a customer journey builder and a community forum. Its feature-rich platform also includes powerful data analytics tools to help you strengthen and grow client relationships.
ClientSuccess best features
- Quickly analyze client information and provide real-time feedback on customer health
- Assess and analyze NPS campaigns for deeper business insights
- Automatically summarize customer meetings and calls, including sentiment analysis
ClientSuccess limitations
- Requires improvement in some integrations
- Restricts API requests to 10 per second
ClientSuccess pricing
- Custom pricing
ClientSuccess ratings and reviews
- G2: 4.4/5 (410+ reviews)
- Capterra: 4.2/5 (17+ reviews)
6. Intercom (Best AI tool for customer engagement)
As a CSM, you always seek effective ways to engage your customers. Intercom offers AI-powered features that help create impactful onboarding experiences and personalized customer engagements.
Its AI-driven messaging platform automates customer support, sales, and engagement, learning from interactions to provide increasingly thoughtful responses.
In fact, businesses using Intercom’s AI have reported a 24% increase in customer support satisfaction scores.
Intercom best features
- Set up onboarding workflows and announce new offers at critical stages of the customer journey
- Use first-party data to make every customer interaction personal
- Create multi-channel campaigns to engage customers on the platforms they use most
Intercom limitations
- The platform’s API is loaded with technical jargon, is difficult to decode, and is time-consuming to understand
- The GUI is difficult to navigate
Intercom pricing
- Essential: $39/seat per month
- Advances: $99/seat per month
- Expert: $139/seat per month
Intercom ratings and reviews
- G2: Ratings not available
- Capterra: 4.5/5 (1000+ reviews)
7. Zendesk (Best for customer support)
Zendesk stands out in customer service and support with AI-powered features that boost efficiency and enhance customer experiences across multiple channels. It offers a central hub and consolidates all customer interactions—emails, chats, social media, or phone calls—into a unified thread.
One of my favorite features is that Zendesk offers a no-code interface. This means teams can focus on their expertise in handling customer queries without needing to code and use Zendesk’s tools to amplify their capabilities.
Zendesk best features
- Provide instant, accurate responses with Zendesk’s Answer Bot, reducing response times
- Analyze customer interactions and support team performance with in-depth insights
- Create highly customizable workflows to automate routine tasks
Zendesk limitations
- The platform’s extensive feature set can be overwhelming for small teams with simpler support needs
Zendesk pricing
- Support Team: $25
- Suite Team: $69
- Suite Professional: $149
- Suite Enterprise: Custom pricing
Zendesk ratings and reviews
- G2: 4.3/5 (5500+ reviews)
- Capterra: 4.4/5 (4000+ reviews)
8. Userpilot (Best for personalized onboarding experience)
I’ve always believed that a great onboarding experience can shape the success of a SaaS product. Userpilot makes that process easier by offering contextual guidance tailored to each user. It allows your customers to explore and adopt your product seamlessly.
What stood out most is how Userpilot uses AI to create personalized, engaging onboarding journeys. Real-time analytics highlight friction points, helping you improve customer experiences.
Userpilot best features
- Build interactive tooltips and overlays to guide users through workflows
- Segment your users and provide targeted onboarding experiences
- Track behavior to identify pain points and continuously refine your onboarding strategy
Userpilot limitations
- Requires significant time for initial setup and configuration
Userpilot pricing
- Starter: $249/month
- Growth: $799/month (billed annually)
- Enterprise: Custom pricing
Userpilot ratings and reviews
- G2: 4.6/5 (500+ reviews)
- Capterra: 4.6/5 (50+ reviews)
9. HubSpot (Best for better customer relationships)
While focused more on service than pure customer success, HubSpot offers invaluable features for businesses aiming to enhance customer relationships and refine customer management strategies.
One thing I love about HubSpot is its versatility. It caters to everyone—from startups to enterprises—while offering free tools for those on tight budgets.
Another standout is HubSpot Breeze AI, which enhances efficiency. Its AI capabilities improve workflows by analyzing customer queries, generating insightful reports, and enhancing task automation.
HubSpot best features
- Organize customer requests with a ticketing system for structured issue management
- Deploy surveys to analyze feedback and calculate customer satisfaction scores
- Integrate with over 1,500 software platforms for a cohesive workspace
- Access HubSpot CRM functionality and seamless integration with all other HubSpot Hubs
HubSpot limitations
- Limited options for email signature customization compared to competitors
HubSpot pricing
- Free
- Starter: $20/seat per month
- Professional: $100/seat per month
- Enterprise: $150/seat per month
HubSpot ratings and reviews
- G2: 4.4/5 (12,000+ reviews)
- Capterra: 4.5/5 (4,000+ reviews)
10. GainSight (Best for deeper product usage and customer satisfaction)
I’ve seen many businesses rely on Gainsight as their go-to customer success tool, and I can understand why. But what caught my attention is its ability to manage the entire customer lifecycle in one place.
Gainsight’s standout feature is the Customer Health Scores. The tool processes regular customer data to calculate satisfaction levels, helping you understand how happy your customers are. These scores don’t just provide insights—they help prevent churn by highlighting customers who might be at risk.
Gainsight best features
- Trigger personalized outreach using data from multiple systems
- Monitor customer behavior and adjust journeys in real-time
- Use sponsor tracking to monitor key accounts and get notified of any status changes
Gainsight limitations
- Requires multiple data source integrations for accurate customer insights
- Its complex setup process may slow initial implementation
Gainsight pricing
- CS Essentials: Custom pricing
- CS Essentials Plus: Custom pricing
- PX Essentials: Custom pricing
Gainsight ratings and reviews
- G2: 4.5/5 (1500+ reviews)
- Capterra: 4.4/5 (40+ reviews)
Summarize this article for me pleasePerfect Your Customer Success Strategy with ClickUp
AI is no longer optional for driving meaningful customer success—it’s a must. Leading platforms like Zendesk AI, Gainsight, HubSpot, and Userpilot completely reshape how we engage with customers. AI delivers faster, smarter, and more personalized experiences, boosting loyalty and growth.
For me, the key is an AI tool that blends automation with seamless integration. Whether it’s cross-platform compatibility or enhancing team collaboration, the right solution can be a game-changer.
If you’re looking for a platform that offers all this and more, I recommend exploring ClickUp. It combines tools to simplify workflows, enhance teamwork, and boost productivity.
Sign up to ClickUp for free and streamline your customer success strategy!
Everything you need to stay organized and get work done.
