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Customer Success Software with Customizable Reports (2026) - Page 4

Last updated: April 2026

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91 software options

Pega Customer Service logo

Software for managing customer service operations

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Pega Customer Service is designed to help businesses in finance, healthcare, manufacturing, insurance, and other businesses forecast customers' needs, monitor outstanding tasks, and manage web interactions in real-time. It enables businesses to process incoming customer service requests and assure full compliance with internal processes and regulatory requirements.

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OnRamp logo

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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Zuar Portal logo

Provide branded Tableau dashboards!

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Zuar Portal offers a fast and scalable solution for creating customized analytics hubs, while providing secure and global access to the data required by executives, employees, vendors, customers, and other stakeholders.

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Intelo AI logo

Maximize revenue with a customer success AI platform

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Intelo is a customer success AI platform for B2B SaaS teams. It provides insights, tools and automation to drive customer outcomes, fuel sustainable revenue and reduce churn. The platform detects risk trends, analyzes product interactions and customer sentiment, and surfaces at-risk accounts and hidden expansion potential so teams can take action.

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DVSAnalytics Workforce Optimization logo

Improve Your Contact Center Customer Experience

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Improving Contact Center performance is the primary reason organizations choose to invest in a workforce optimization solution.

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Kapta logo

Key account management software

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Maintain key customer accounts with cloud-based collaboration, real-time insights, and the personalized attention valuable customers demand

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CustomerX logo

Digital solution with resources for customer satisfaction.

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CustomerX is a customer satisfaction system responsible for automating tasks, scheduling appointments, and centralizing data to help businesses direct time and resources towards strengthening customer relationships with Customer Success.

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Walnut.io logo

Sales experience platform for B2B teams

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Walnut is a sales experience platform that helps B2B sales teams create interactive and customized product demos.

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ReFrame Engage logo

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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Baton logo

Cloud-based project management and tracking software

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Baton is a cloud-based software that helps businesses manage and streamline implementation projects on a centralized platform. It enables users to create auditable projects using built-in templates and track the completion of assigned tasks.

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Lifetime Analytics logo

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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ProsperStack logo

Software for automating & enhancing the customer acquisition

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ProsperStack is the drop-in cancellation flow that prevents churn, automatically. It helps subscription businesses learn why customers leave so they can make informed product, pricing and remarketing decisions. It provides exit surveys, offers and deflections, segmentation, and AB testing capabilities to optimize customer retention.

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ScalePad Lifecycle Insights logo

Cloud-based customer success solution deliver vCIO services

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ScalePad Lifecycle Insights aids MSPs in delivering improved QBRs to their partners. By consolidating data, it enables insightful reporting that highlights risk, exposure, and facilitates collaboration on TCO budgeting and remediation planning.

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SuccessBoard logo

Customer success tool for handling retention & satisfaction

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SuccessBoard offers a customer 360 view, providing proactive risk identification, real-time insights, and bridging the gap between businesses and customers It streamlines customer communication with Journey Designer, eliminating repetitive tasks and revolutionizing data-driven messaging to boost renewals.

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Baton logo

Cloud-based project management and tracking software

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Baton is a cloud-based software that helps businesses manage and streamline implementation projects on a centralized platform. It enables users to create auditable projects using built-in templates and track the completion of assigned tasks.

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Velaris logo

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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