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Top Rated Customer Success Software with Crm integration - Page 4

Last updated: May 2026

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103 software options

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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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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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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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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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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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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TeamSupport logo

Cloud-based customer support solution for B2B SaaS

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TeamSupport AI-driven Customer Success Software is an all-in-one platform, providing a 365° view of customer health. Unite your support, success & GTM teams with insights and workflows for onboarding, churn prevention & upsell motions, and more. Purpose-built for growth-stage B2B SaaS.

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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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Salesforce Starter logo

Customer relationship management tool for SMBs

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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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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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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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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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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 FREE customer success and customer relationship management platform used by 4 million businesses worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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Velaris logo
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AI platform for managing customer success teams

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Customer Success Platform for B2B SaaS companies, unifying customer data, automating workflows, and enabling proactive engagement. With powerful integrations, real-time health scoring, and enterprise-grade security, Velaris helps reduce churn, drive growth, and scale Customer Success across the entire lifecycle.

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Userlot logo
(0)

Customer Success Platform maximizing Net Revenue Retention

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Userlot provides a systematic approach to Customer Success. Ensuring CS teams, and their leaders, have complete visibility of their daily tasks to ensure nothing is forgotten. Tasks can be automatically created at the right time (not overloaded) from playbooks and automation to ensure clients get a consistent approach from your teams.

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RevGain logo
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AI-driven customer success platform

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RevGain Customer Success Platform combines AI-driven insights with engagement tools to help businesses manage customer relationships throughout their journey. The platform offers features for onboarding, account health monitoring, risk management, and renewal automation to enhance customer retention. It provides comprehensive solutions for tracking customer satisfaction metrics and identifying expansion opportunities while supporting advocacy development.

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atEaseAI logo
(0)

AI-powered customer success & account management platform.

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atEaseAI helps B2B teams automate customer success by analyzing customer signals and executing actions like follow-ups, engagement, and risk mitigation. With flexible control modes—Human Approval, Custom Control, and Full Autonomy—it ensures both efficiency and trust in execution.

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Lifetime Analytics logo
(0)

Leverage explainable AI to identify customer clusters

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Lifetime Analytics enables telecom operators to streamline the customer value maximization (CVM) process with a churn and upsell/cross-sell opportunity AI that generates root-cause explanations in natural language.

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Forward logo
(0)

Drive your deals forward. Effortlessly.

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Say goodbye to chaotic B2B deals. Create sales proposals, engage buyers, get the deal done and onboard clients. All in one place.

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Ascendr logo
(0)

SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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ReFrame Engage logo
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Conversational intelligence and customer engagement software

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ReFrame empowers the future of business by enabling context-aware solutions to connect with customers anywhere, anytime, and providing the best customer experience (CX) within a single powerful platform.

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EverAfter logo
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Set your partners, prospects and customers up for the right

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EverAfter is a B2B Customer Interface Platform designed to transform engagement with partners, prospects, and customers, ensuring successful journeys and optimal business outcomes. It offers a personalized experience with custom content and data, guiding customers and partners towards their goals.

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Komiko logo
(0)

AI-based customer success solution for Salesforce & Dynamics

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Komiko is an artificial intelligence based platform for customer success management and account management. Designed for sales teams, Komiko integrates with Salesforce and Microsoft Dynamics to capture emails, events, and content, measures and scores engagement, and recommends success playbooks

Read more about Komiko

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