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Customer Success Software with CRM (2026) - Page 2

Last updated: March 2026

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101 software options

Vivantio logo

Flexible Software. Focused Service.

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Vivantio provides customer service teams a flexible service optimization solution to meet and exceed customer expectations. Our platform combines CRM capabilities with the power of enterprise-level features so B2B service teams can improve service while reducing costs and serving happier customers.

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Survicate logo

Collect, analyze, and act on customer feedback

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Survicate is a complete customer feedback platform to collect, analyze, and act on customer feedback. Run surveys across every digital touchpoint, from email and website to mobile apps. Use AI to easily analyze feedback across sources. Act on customer feedback with 40+ native integrations.

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Skalin logo

Built for SaaS Vendors who want to scale faster.

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Skalin calculates your customer health score and alerts you as needed. We help your team being more proactive, save time, and generate more revenue.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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Groove logo

Cloud-based helpdesk solution for small businesses

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Groove enables teams small or large to stay on the same page and provide there customers with the personalized experience they deserve.

Groove is built for growing teams. You’ll get everything you need to be more productive and make your customers happier, without the hassle of a complicated helpdesk.

And it’s a more personal experience for your customers…

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent is a fully-featured Customer Success platform that effectively enables your team to resolve issues.

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Thought Industries logo

Leading Customer Learning & Intelligence Platform

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Guide your customers to success with engaging online learning, recommended content, and moment of need training. \With the Thought Industries platform, you can build, deliver, and measure training programs throughout the customer lifecycle in one end-to-end suite – from onboarding to advocacy.

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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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LaunchBay logo
Category Leaders

Client Experience Platform

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LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

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Method CRM logo

The most customizable QuickBooks CRM

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Method CRM takes QuickBooks Online and Desktop to the next level. It helps you easily manage leads, track sales, and stay connected with your customers. Turn estimates into invoices with one click, get e-signature approvals, and collect payments online to close deals faster and save time.

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Froged logo

THE one tool for onboarding, engagement & customer support

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FROGED is an all-in-one Product Success Platform, designed to evolve your entire customer lifecycle from onboarding and engagement to proactive customer support.

Made by a SaaS, for SaaS companies, and it’s easy. Like, really easy.

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Channels logo

Power up your customer service

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Customer Success software designed to help your business grow and keep your customers satisfied. Channels makes it easy to connect no matter where your customers are from, with phone numbers from more than 60 countries and features such as an IVR, Toll-Free numbers, Call recordings, and Mobile App.

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MeltingSpot logo
Category Leaders

Effective Software Adoption. Seamlessly delivered.

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Enhance your Customer Success strategy with MeltingSpot, offering proactive, personalized training and in-app learning for better user engagement.

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Retently logo

Net Promoter Score & customer feedback collection

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Retently is a tool for measuring and improving customer satisfaction and loyalty through Net Promoter Score surveys and feedback collection. With Retently businesses can collect customer feedback and analyze results through advanced analytics and reports in order to take corrective action.

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Liveoak logo

We help you get virtual business done

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Enterprises that use Liveoak's Virtual Interactions platform, bring on new accounts faster, complete routine customer paperwork faster and offer customers the convenience of not having to physically visit a branch or office. Through Liveoak, enterprises and their customers complete work virtually.

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SubscriptionFlow logo

Subscription management software to manage plans & billing

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SubscriptionFlow is an automated and highly customizable subscription billing and payments management system that offers intelligent pricing and in-built CRM to help users manage it all in one place.

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Skilljar Customer Education logo

The leading LMS for Customer and Partner Training

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Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

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3CLogic logo

Cloud Call Center Solutions

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3CLogic is a leading cloud contact center platform providing advanced and scalable speech-enabled (IVR, ACD, CTI, Click to Call, Screen Pop, Speech Analytics, Reporting) offerings for leading CRMs, including ServiceNow, SAP, and Salesforce for global enterprises and customer service teams.

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Planhat logo

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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SalesDirector.ai logo

Revenue Intelligence Data Platform for B2B Sales Orgs

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Determine Account Risk. Automatically identify and record all customer engagement, including Product Usage, Support Tickets, etc... Understand CSM engagement and Customer Sentiment vs just Usage.

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Netigate logo

Manage and analyse feedback from customers and employees

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Empower your customer success teams with real-time feedback. Netigate reveals what your customers need to stay loyal and satisfied.

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ModuleQ logo

AI platform for sales teams

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ModuleQ provides an AI augmentation solution that supports busy customer/ client-facing professionals and boosts their level of performance.

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USU Knowledge Management logo

Knowledge Management Platform for Customer Service

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USU Knowledge Management is a knowledge management platform designed to centralize the internal knowledge of a company in a single & accessible database. It features supports AI-powered search, inter-agent chat, e-learning, social media management, feedback management, & more.

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Customerscore.io logo

Platform for uncovering upsell opportunities

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Customerscore.io helps SaaS businesses prevent churn and spot upsell opportunities with data-driven insights and automation.

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ZapScale logo

cloud-based customer success platform

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ZapScale is a customer success platform that offers a range of key features designed to enhance customer management and drive business growth. Businesses can gain an understanding of their customers through features like customer 360 view, health analytics, account segmentation, and outcome tracking.

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