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Customer Success Software with CRM (2026) - Page 3

Last updated: March 2026

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101 software options

Precursive OBX logo

Customer Onboarding Management for Salesforce

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Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

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TaskRay logo

Customer Onboarding Success in Salesforce

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TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

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Trengo logo

Automate repetitive work to unleash meaningful conversations

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Because customer Delight. Always. Wins.

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CustomerGauge logo

Customer experience management platform for B2B companies

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CustomerGauge is a Software-as-a-Service (SaaS) platform that uses Net Promoter® to measure and report on customer feedback in real time. Because CustomerGauge already has all the pieces in place, a program can be up and running much faster than comparable in-house programs.

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eBanqo logo

Customer engagement platform with automation

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eBanqo is a customer engagement platform that helps businesses extend their services and offer support on social and messaging channels. It offers automated answers to FAQs, multichannel live chat and automation of workflows that enable customers to onboard, complete purchases or resolve issues from their preferred messaging application.

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Churn360 logo

AI-driven customer success platform

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Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers.

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CrowdPower logo

User engagement and customer data platform for SaaS.

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CrowdPower is a customer engagement platform for onboarding, feature announcements, usage alerts, review requests, and more.

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isLucid logo

isLucid AI-controlled virtual meeting assistant

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isLucid is a meeting management software for all your employees that helps manage Microsoft Teams video conferencing software meeting information and transcripts with an inbuilt AI meeting assistant.

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Capacity logo

Artificial Intelligence-based knowledge management solution

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Capacity is an AI and knowledge management solution designed to help organizations automate operations related to customer help desks, project workflows, and data storage. With the drag-and-drop interface, users can organize information using folders, dialogues, and custom sharing rules.

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Helpfruit logo

AI chatbots and help pages with all the protections you need

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Helpfruit: Give your customers the right answer at the right time with AI chatbots and help pages. Escalate to live chat if needed.

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ClientSuccess logo

Onboard Client Success

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ClientSuccess is a client success and onboarding software solution. It brings all customer information into a single place to focus on client onboarding, adopting, renewal, and growth.

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Lumoa logo

Go from customer feedback to action without the guesswork.

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Lumoa is the feedback analytics solution that looks at any interaction with your customers and tells you what to do next to grow your business.

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Ochatbot logo

AI Chatbot for Ecommerce & Support. No Hallucinations, Free

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Ochatbot, designed for ecommerce and support, provides proprietary scripted intent-based AI and generative AI, hallucination-free. Easy to install, For all website platforms, Free version available.

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Customer Communities logo

Leading Community Platform for Customer Success & Support

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Boost product adoption, provide self-service onboarding and maximise customer success efficiency with our range of features.

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ScreenSpace logo

Be The Hero 💜 Help Customers Fall In Love With Your Product

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Success teams rely on ScreenSpace's unique video game-like Immersive Product Stories to drive activation and accelerate adoption – while eliminating costly high-touch onboarding & support. 💜

Because engaged and happy customers spend more, cost less, and stick around.

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Cockpit logo

Conversational intelligence training & assessment software

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Cockpit is a cloud-based sales enablement platform that helps sales teams streamline their performance by enabling self-training and coaching. It also offers a feature known as RecordX, which is a conversational intelligence feature empowering companies to elevate their business strategy and execution.

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Freshsuccess logo

Data-driven customer success management software

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Freshsuccess is a cloud-based customer success management solution designed to assist customer success teams in managing customers, preventing churn, and increasing account expansion. The platform offers a range of features including workflow management, and customer intelligence & health scoring.

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SnapCall logo

Video, Voice calls and Screen Sharing inside the chat.

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SnapCall allows voice, video, and screen sharing inside the chat with a client. You don't need a phone number or the use of third-party services. SnapCall is fully integrated into Zendesk, LiveChat, Intercom, Kustomer platforms. Embedding takes one click, without the need to insert html codes.

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FlexPay logo

Cloud-based failed payment recovery solution

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FlexPay is a comprehensive failed payment recovery platform designed to help subscription and SaaS businesses reduce churn, boost retention, and increase revenue. The platform's advanced features work seamlessly to recover all types of failed payments, delivering the highest subscriber recovery and retention rates.

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VeriShow logo

Video Chat, Cobrowsing, Screen sharing, Certified signature

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Video Chat, Cobrowsing, Screen Sharing, Document sharing, Certified online signature for customer service and for secure online transactions. Sessions can be recorded, encrypted and store at client's location. Solution can be white-labeled. Salesforce or other CRM integration available too.

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Akita logo

Customer Success Software

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Akita is Customer Success software that helps you reduce churn and increase revenue from your existing customers through up-sell, cross-sell and expansion. Akita provides your CSMs with customer health scores, playbooks, intelligent alerts, customer journey management tools, success KPIs, and more.

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Qiscus logo

Cloud-based customer communications management solution

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Qiscus is a powerful cloud-based customer communications management solution that enables enterprises to handle customer data, leads, omnichannel CRM, and customer engagement operations. It allows users to create a single view of your entire organization’s sales funnel so you can more effectively respond to prospects and leads, improve sales performance by real-time notifications and alerts, automate repetitive tasks, and save time through intelligent automation.

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Stames logo

Cloud-based customer service & team communication S

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Stames connects teams to customers and helps businesses monitor, track, integrate & respond to the needs of their customers effectively & effortlessly.

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Engage 365 logo

Customer loyalty and reward platform

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A Microsoft Dynamics 365 based loyalty platform that allows you to deliver great reward programs- Engage365.
Drive lasting customer loyalty with Engage365.

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SightMill logo

Net Promoter Score (NPS) survey platform

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SightMill is a cloud-based Net Promoter Score (NPS) survey solution designed to help users gather, analyze and act on feedback to improve customer engagement

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