Best Customer Success Tools
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Best Customer Success Tools

We’ve covered the top-rated Customer Success Tools that enable businesses to drive revenue growth, reduce churn and retain customers throughout the entire customer lifecycle. Here’s the shortlist of the best solutions whether you have a digital agency or enterprise level business.

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  • velaris-customer-seccess-tools


    Velaris helps Customer Success teams understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve.

  • crankwheel-remote-screensharing-tool


    CrankWheel is an easy screen sharing tool, made for telesales and customer support. Share your screen instantly to any device. The viewer opens the screen share through SMS or link and is not required to register or sign up.

  • chorusai-customer-success-software

    Chorus helps your team make decisions using the insights you'd get if you were sitting in on every sales or customer success call.

  • front-help-desk-software


    Bringing email and apps together in a collaborative customer communication platform, Front drives business impact by scaling the natural conversations that create customers for life.

  • catalyst-customer-success-software


    With using Catalyst you can proactively take the right actions to prevent churn, such as receiving automated alerts when a customer is not using certain features that are critical to their success.

  • userlist-customer-success-software


    Userlist is a customer messaging tool that helps you onboard and engages your SaaS users after they sign up for your product.

  • custify-customer-success-software


    Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers'​ needs, reducing churn and increasing lifetime value.

  • customersuccessbox-customer-success-software


    CustomerSuccessBox is an outcome-driven customer success platform which helps B2B SaaS companies reduce churn and grow their recurring revenue.

  • helpcrunch-customer-success-software


    HelpCrunch is an all-around communication platform for customer service and sales. HelpCrunch helps convert website visitors into customers, maximize sales, increase retention, and building loyal relationships.

  • involveme-customer-success-software

    Businesses are using to create and integrate interactive content for any point in their funnel, from lead acquisition and qualification, through activation and online sales conversion up to measuring customer satisfaction.

  • smartkarrot-customer-success-software


    SmartKarrot is an intelligent, actionable and customer-centric enterprise and SMBs Customer Success Platform to drive predictable and repeatable success from onboarding to advocacy.

  • sparkcentral-customer-success-software


    Sparkcentral is a cloud-based customer service platform that enables businesses to design, scale, manage, and optimize all customer conversations. Powered with automation, chatbots and designed for messaging at scale.

  • akita-customer-success-software


    Customizable, intelligent alerts based on this data will help businesses optimize their account retention and expansion processes.

  • planhat-customer-success-software


    Planhat offers a customer success platform built to make customer success simple. Planhat helps companies manage renewals, reduce churn, increase and identify upsell opportunities, and communicate seamlessly with team members.

  • strikedeck-customer-success-software


    Strikedeck takes a fresh approach to increase customer engagement with workflow automation, machine learning, predictive analytics, usage tracking, surveys, and swift personalization.

  • churnzero-customer-success-software


    ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience.

  • gainsight-customer-success-software


    Gainsight offers a powerful set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together enable businesses to put the customer at the centre of everything they do.

  • clientsuccess-customer-success-software


    ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. They help SaaS companies proactively manage customer relationships, minimize churn and maximize revenue.

How to Choose the Best Customer Success Tools?

Customer success tools play a crucial role in reducing churn risk, improving customer satisfaction, and increasing revenue. Recent developments have been made in technology, taking customer success software to the next level. Besides, focusing on a customer-centric approach to provide a positive customer experience becomes a vital part of the customer success platform.


A great customer success tool helps prevent problems before they happen and so it improves the quality of the customer lifecycles. This lifecycle consists of what problems the customers may face, what they learn about the product or service, what their product usage rate is, how satisfied they are with it and so on. Not only do the customer success tools make customers happy but it also makes them feel valued.


Like each software product, customer success platforms need well automated operational systems to maintain their work. Customer success teams need to check out whether the system is working well or not. The benefits of using such systems are analyzing product adoption and usage, tracking real-time support activities, following marketing trends. Also, customer success tools help businesses and digital agencies collect their customer data and deliver more effective information with the right customer segmentation.


The last point worth mentioning is customer health scores that help grow businesses of your agency clients effectively and efficiently. Once you evaluate this score, it will guide you through improving the customer engagement rate and so the business growth will be maximized. These scores also help reduce the churn rate. Especially for hard-to-win customers, the point scoring system creates several strategies to increase the customer experience during their journey.

Key Criteria to Evaluate Customer Success Tools



Customer success tools are only as useful as if it provides good integration ability. As the platform is dealing with the data sources, it is nice to get more relevant information and insights from well-integrated systems. These include CRM integration, marketing automation, customer support, billing, HR and many more. Another point would be the way of their implementation with your existing data.



Customer data needs to be kept secure and safe. As customer success tools monitor and save your customer interactions, it has to ensure you that this data storage is protected well from unauthorized access. There is another point that if you are no longer a customer of the customer success platform then it should give you a guarantee that your data will not be available for further steps. That means the data will not be stored by the system.



Especially in customer segmentation, having a flexible system is a must. Being able to organize your customer data through the customer success tool will give you a chance to create customer success strategies for each customer. As each customer and business has its own unique needs, the customer success tools need to be adaptable to ever-changing requirements as well.


Pricing Policy

Most customer success tools in the market offer numerous pricing plans that vary by the number of users or seats. Alongside this variety, the success platforms also offer a demo or free trial version of their services with limited access to the features they have. Once you decide on both your must-have and nice-to-have features then you will be more aware of your needs. In this way, you will not be charged for the features you will not use.



Great customer success tools should provide some core features such as product usage and adoption tracking, customer health scoring, customer engagement analysis, customer portfolio management and real-time insights to reduce churn rates and increase upsells. In addition to these main features, some of the customer success platforms may differ from each other by offering unique features.


Customer Services

Although the customer success tool exists in order to make customers feel satisfied, it also should make its own customers feel valued too. As the platform main occupation is related to customer data, that means problems can arise at any time. Being able to take actions quickly is only possible if the software customer service has good knowledge and works well. So this velocity can be supported by reachable 24/7 service and live chat support.

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