The best customer success software pulls together several moving parts to streamline customer success operations. It includes features such as customer data management, customer journey mapping tools, automated workflows, and reporting and analytics.
Additionally, you might look for campaign management tools, resource management, and lead management software to round out your customer success program.
In this guide, we review the 10 best customer success software that can help your company grow!
10 Best Customer Success Software for Growth in 2024
Summarize this article for me pleaseWhat is Customer Success Software?
Customer success software is a type of business tool that is designed to help companies effectively manage and support their customers throughout the entire customer journey. It provides a centralized platform for collecting and organizing customer data, automating tasks and workflows, and tracking key performance metrics.
Summarize this article for me pleaseWhat Should You Look for in a Customer Success Platform?
Look for a customer success software that integrates with your existing CRM and provides customer data management or client management tools that include customer journey templates or mapping, automated workflows, and excellent client reporting and analytics tools.
If you’re aiming for growth, also consider looking for features like task tracking, project management, and communication plan templates or tools.
Customer success software is a powerful tool that can help improve customer relationships, build customer loyalty, and drive overall growth. But with so many different customer success software options on the market, it can be tough to know which one is right for you.
Summarize this article for me pleaseThe 10 Best Customer Success Software Solutions to Use
Here are our favorite customer success software tools to help fuel your customer relationships and growth this year.
1. ClickUp
ClickUp is the perfect customer success software for teams of any size and industry. It helps the customer success manager stay organized with all customer communication, so they can provide better service to customers faster.
With ClickUp, you can easily track customer interactions and requests in real-time, allowing the customer success teams to quickly respond to their needs. You’ll also have access to customer usage data, so you can better understand product adoption at different stages.
Get started with the ClickUp Customer Support Template to prioritize customer inquiries and organize customer feedback!
ClickUp best features
- ClickUp Table View to create a CRM in ClickUp
- Custom Fields allow you to track any data that’s important to your project
- Automated workflows let you streamline recurring tasks, such as sending customer onboarding emails, scheduling follow-up calls, and providing customer support
- Customer journey mapping tools to identify touchpoints and potential friction
- ClickUp AI to compose, summarize, and ideate faster
ClickUp limitations
- ClickUp’s learning curve can be steep due to an abundance of features
- Mobile app doesn’t offer all of the same features as the web version
- Free plan members may experience slower customer service
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp AI is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (8,356+ reviews)
- Capterra: 4.7/5 (3,727+ reviews)
2. Custify
Custify is a customer success software that helps SaaS businesses improve customer satisfaction, reduce churn, and increase lifetime value.
Custify provides businesses with a single view of their customers, allowing them to track customer engagement, identify potential problems, and provide personalized support.
It also provides a great selection of features to automate customer workflows, such as sending onboarding emails, scheduling follow-up calls, and providing customer support tickets.
Custify best features
- Able to define health scores for each customer segment
- User-friendly interface that provides all important client data on a single page
- Highly customizable and easy to tailor to the customer success team
Custify limitations
- Lacking comprehensive help section materials
- Limited tracking activity and dashboard analytics
Custify pricing
- Contact for pricing
Custify ratings and reviews
- G2: 4.7/5 257+ reviews)
- Capterra: 4.9/5 (96+ reviews)
3. Totango
Composable customer success software Totango helps recurring revenue businesses improve their customer retention and relationships with its flexible, scalable customer success tools.
The customer success software is built on a modular foundation with embedded best practices, so businesses can start where they are today and grow as their needs change. It features real-time insights into customer health, proactive engagement tools, and a framework for orchestrating customer journeys.
Totango best features
- Real-time insights thanks to direct API integration
- Multiple views to help manage risks, renewals, and more
- Easy CRM workflow tracking of customers and their health
Totango limitations
- Task management features are limited (can’t create subtasks)
- UI needs updating to make it more user-friendly
- Customers complain that synchronizing data with other software is difficult
Totango pricing
- Starter: $2,988+/year
- Enterprise: $18,000+/year
- Premier: Contact for pricing
Totango ratings and reviews
- G2: 4.4/5 (735+ reviews)
- Capterra: 4.0/5 (24+ reviews)
4. Gainsight CS
Gainsight customer success software offers real-time customer health insights and proactive engagement features with community-building tools.
Its software provides a framework for defining, measuring, and optimizing customer touchpoints. And it delivers a variety of data analytics tools that help businesses understand their customers so they can make better decisions about how to engage with them.
Gainsight best features
- Outstanding centralization of customer data
- Outstanding customer data compilation
- Highly customizable to fit your specific needs
Gainsight limitations
- Requires multiple data source integrations for a true picture
- Very complex program to configure
- Several reviewers suggest the email builder needs updating
Gainsight pricing
- CS Essentials: Contact for pricing
- CS Essentials Plus: Contact for pricing
- Enterprise: Contact for pricing
Gainsight ratings and reviews
- G2: 4.4/5 (1,128+ reviews)
- Capterra: 4.4/5 (44+ reviews)
5. ClientSuccess
If you’re looking for customer success software that’s easy to use and ready to grow with you, ClientSuccess Customer Success Software may be a good option.
ClientSuccess offers a variety of helpful features, such as a customer journey builder and community forum. It provides a feature-rich platform that includes several data analytics tools from which to grow client relationships.
ClientSuccess best features
- User rave about its simple and elegant UI experience
- Amazing customer support includes dedicated CSMs you can reach anytime
- Easy to implement and does not require an administrator
ClientSuccess limitations
- Some integrations may need improvement
- API requests are limited to 10 per second
- Limited customizations for reporting
ClientSuccess pricing
- Contact for pricing
ClientSuccess ratings and reviews
- G2: 4.4/5 (408+ reviews)
- Capterra: 4.2/5 (17+ reviews)
6. Podium
If you’re a retailer, restaurant, or service provider wanting to improve customer service interactions, Podium might be a great customer service software option for you!
Podium is a cloud-based software platform that helps businesses manage their customer interactions with a variety of tools, such as messaging, chat, reviews, payments, marketing, and analytics.
The customer communications platform is designed to help you get more reviews, collect feedback, convert customers, communicate more efficiently, and (ultimately) increase revenue.
Podium best features
- Allows customer service reps to make voice calls without having to use their real phone numbers
- Makes it super-easy to get reviews from customers
- Lets you manage all customer messages, scheduling, and payments from one place
Podium limitations
- Due to rapid growth, experienced CS reps are limited
- Cannot interact with Facebook for payments
- Requires customers to use Facebook or Google to submit reviews
Podium pricing
- Essentials: $249/month
- Standard: $409/month
- Professional: $599/month
Podium ratings and reviews
- G2: 4.5/5 (1,326+ reviews)
- Capterra: 4.3/5 (472+ reviews) capterra down?
7. Planhat
Planhat is a customer success management tool that offers a variety of features to improve relationships and manage customer data.
Some of its best features include customer journey management, data analytics, workflow automation, collaboration, and integrations.
Planhat is used by a wide range of businesses, including software companies, SaaS providers, and technology companies.
Planhat best features
- Multiple customer dashboards provide easy-to-access, comprehensive information
- Track, log, and manage customer interactions from one platform
- Sophisticated yet intuitive, user experience
Planhat limitations
- May take users some time to adapt to its approach to terminology, workflow, and automation
- Limited support documentation
- Limited mass email marketing functionality
Planhat pricing
- Basic: Contact for pricing
- Professional: Contact for pricing
- Enterprise: Contact for pricing
Planhat ratings and reviews
- G2: 4.6/5 (508+ reviews)
- Capterra: 4.7/5 (23+ reviews)
8. Churn360
AI-powered customer success platform Churn360 aims to help SaaS businesses reduce churn and increase customer lifetime value.
Churn360 provides its users with a 360-degree view of their customers that includes data on usage, engagement, and renewals. This data is used to identify at-risk customers and create personalized interventions to prevent churn.
The platform provides a variety of helpful customer success features, including pre-built workflows, targeted marketing campaigns, customer health scores, and churn insights.
If you’re looking for customer success software with lots of satisfied users that provides fantastic tracking and integrations, Churn360 may be a great choice for you!
Churn360 best features
- Excellent customer journey and user tracking tools
- Integrates seamlessly with HubSpot
- Very easy to set up and get started
Churn360 limitations
- Some reviewers suggest that a customizable dashboard would be helpful
- Some users suggest that in-app tutorials would be helpful
- Geared toward SaaS companies
Churn360 pricing
- Startup: $199/month
- Professional: $499/month
- Enterprise: Contact for pricing
Churn360 ratings and reviews
- G2: 4.8/5 (26+ reviews)
- Capterra: 5/5 (7+ reviews)
9. Catalyst
SaaS growth software Catalyst helps businesses deliver a rich customer experience that builds a loyal customer base.
Catalyst customer success solutions help centralize siloed customer data, show customer segments, give a clear picture of customer health, and scale the customer journey.
The software employs flexible configurations, a wide choice of integrations, and a deep customer service knowledge base to help companies drive retention.
Catalyst best features
- Helpful customer support team
- Great UX that makes it easy to navigate and find what you need
- Outstanding metric tracking for retention, trends, and relationships
Catalyst limitations
- Reviewers complain that onboarding can be confusing
- Limited prebuilt layouts
- Customizing may be complex and difficult at first
Catalyst pricing
- Contact for pricing
Catalyst ratings and reviews
- G2: 4.6/5 (462+ reviews)
- Capterra: 3.5/5 (2+ reviews)
10. SmartKarrot
SmartKarrot customer success platform provides helpful tools and features for customer success managers and teams. It enables companies to engage with customers, measure the impact of their customer success initiatives, and track customer health.
SmartKarrot can cover nearly any customer success requirements for all types of companies. Its integrated data, early warning systems, dynamic customer segmentation, and dozens of automation help businesses build stronger relationships that lead to increased revenue.
SmartKarrot best features
- Highly-praised customer service and trainers
- Syncs well with other analytics platforms
- Effortless task-tracking, marking of touchpoints, and creation of action points
SmartKarrot limitations
- Occasional bugs and slowdowns
- For companies with large customer bases, onboarding may be time-consuming
SmartKarrot pricing
- Growth: Contact for pricing
- Pro: Contact for pricing
- Enterprise: Contact for pricing
SmartKarrot ratings and reviews
- G2: 4.4/5 (29+ reviews)
- Capterra: 4.3/5 (32+ reviews)
Summarize this article for me pleaseTypes of Customer Success Software
Account Management Software
Account Management Software focuses on managing customer accounts efficiently to enhance relationships, retention, and revenue. It enables companies to store critical customer information, track interactions, and analyze account health. This type of software is particularly useful for businesses looking to strengthen their relationship with existing customers and maximize customer lifetime value.
Customer Feedback Tools
Customer feedback tools allow organizations to gather and analyze feedback from their customers through surveys, feedback forms, and social media interactions. These insights help businesses understand customer satisfaction levels, pinpoint areas for improvement, and make informed decisions to enhance the customer experience.
Customer Data Analytics Platforms
Customer Analytics Platforms provide businesses with data analysis capabilities to deeply understand customer behavior, preferences, and trends. Leveraging predictive analytics and AI, these platforms can forecast customer needs, identify at-risk accounts, and help create targeted, personalized marketing campaigns.
Customer Engagement Tools
Customer Engagement Tools are designed to facilitate proactive engagement with customers through various channels such as email, SMS, social media, and in-app messages. They help in automating communication workflows, scheduling messages, and segmenting audiences to ensure relevant and timely interactions.
Customer Education Platforms
Customer Education Platforms enable businesses to create, manage, and deliver educational content and training programs to their customers. These platforms are instrumental in onboarding new customers, increasing product adoption, and ensuring customers get the most value out of their purchases.
Summarize this article for me pleaseHow Can Customer Success Software Benefit Your Business
Businesses can leverage customer success software to enhance their customer relationships and accelerate growth in several strategic ways.
By utilizing account management features, companies can obtain a holistic view of customer interactions, preferences, and feedback, enabling personalized engagement strategies.
Customer feedback tools within the software allow for the collection and analysis of direct customer insights, which can inform product development and improve service offerings. Through customer data analytics platforms, businesses can predict customer behavior, identify opportunities for upselling, and prevent churn by addressing issues proactively.
Customer engagement tools enable automated and timely communications, ensuring customers receive the right message at the right time.
Customer education platforms empower users with the knowledge to fully utilize products or services, enhancing satisfaction and loyalty. By integrating customer success software into their operations, businesses can elevate the customer experience, foster long-term relationships, and drive sustainable growth.
Summarize this article for me pleaseBuild Your Customer Success Strategy in ClickUp
Choosing the right customer success software platform can make your customers happier and crank up your revenue growth to boot!
ClickUp’s robust reporting and analytics empower you to measure the effectiveness of your customer success strategies, allowing you to iterate and improve continuously. Elevate your customer success game with ClickUp and foster lasting relationships that drive loyalty and growth.
Create a free ClickUp Workspace and experience the future of customer success today!
Everything you need to stay organized and get work done.
