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Customer Success Software with Customizable Fields (2026)

Last updated: February 2026

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83 software options

ChurnZero logo

ChurnZero

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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OnRamp logo

OnRamp

B2B organizations with high-touch customer onboarding

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OnRamp is dynamic customer onboarding software that helps you turn any high-touch customer process into a simple, guided experience. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

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HubSpot Service Hub logo

HubSpot Service Hub

Category Leaders

Cloud-based customer service solution for firms of all sizes

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HubSpot Service Hub is a cloud-based customer service platform, which aims to simplify processes for managing customer queries & improving client engagement. It allows users to connect with customers via live chat, one-to-one customer communication, conversational bots, and more.

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Zendesk Suite logo

Zendesk Suite

Category Leaders

AI powered customer service across all channels

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Zendesk is the leading cloud-based help desk software built with support agents in mind. All your customer interactions are in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and full customer history.

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Zoho Desk logo

Zoho Desk

Category Leaders

Customer service software for businesses of all sizes

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Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more impactful, and customers become more empowered. It's customizable, convenient to use.

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Pipedrive logo

Pipedrive

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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Helpfruit logo

Helpfruit

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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Microcasting logo

Microcasting

AI-powered LMS to create, deliver & scale learning securely.

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AI-powered Customer Experience & LMS Platform that helps Customer Success teams scale onboarding, support, and training. Reduce churn, drive adoption, and empower customers with self-service learning and real-time answers.

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LiveChat logo

LiveChat

The AI-First Platform to Support Customers and Boost Sales

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LiveChat is a scalable customer engagement platform that leverages AI to help growing businesses streamline communication and drive growth. It helps businesses connect with visitors in real-time, streamline support workflows, and drive higher conversion rates through personalized, smart engagement.

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LiveAgent logo
Category Leaders

Multichannel customer care solution with an AI chatbot

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LiveAgent is the ultimate help desk software over 138+ powerful features. It helps businesses manage multi channel communication via help desk tickets from a unified inbox. Join companies like BMW, Yamaha, and Huawei in CS excellence.
Start with a 1 Month free trial, no credit card required.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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TeamSupport logo
Category Leaders

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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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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monday CRM logo

Customer relationship management solution

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monday CRM lets you organize and streamline all your work, and ensure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success rep has, or any other report that will help you work better.

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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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NiceJob logo

Reputation marketing with reviews, social & SEO tools

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NiceJob is the easiest way to get more great reviews, referrals and sales. We help businesses get the reputation they deserve! We also help your website convert more leads and improve your SEO!

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Front logo
Category Leaders

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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Mixmax logo

Email communication & sales productivity application

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Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more

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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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Issuetrak logo

Issue tracking and workflow automation platform

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Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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Preferred Patron Loyalty logo

Innovative Loyalty Programs, Customer Engagement & Gift Card

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Experience the power of a branded loyalty program with diverse promotions, including our exclusive WeatherSmart™ Intelligence. Recognize customer purchases and visits, boost retention, and drive growth. Stand out with innovative features that set your business apart.

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LearnUpon logo

Learning management and course authoring solution

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LearnUpon works with global organizations who want to make learning a central part of their growth strategy and supports over 1,300 customers worldwide including Zendesk and Gusto.

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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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Rocketlane logo
Category Leaders

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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