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Top Rated Customer Success Software with Customizable reports - Page 4

Last updated: September 2026

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97 software options

SmartKarrot logo

Intelligent Customer Success & Account Management

SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation).

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Vitally  logo

World-class Customer Success for B2B SaaS

Vitally helps businesses of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their bottom line.

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TeamSupport logo

Cloud-based B2B customer support platform with AI

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

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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Aviso logo

Cloud-based AI revenue platform for B2B enterprises

Cloud-based AI revenue operating system for B2B enterprises combining forecasting, pipeline management, and deal guidance.

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eWay-CRM logo

Customer relationship management solution

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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Method CRM logo

CRM that adapts to your business, not the other way around

Method CRM extends QuickBooks with customizable lead-to-payment workflows. Manage customers, sales, operations, invoices, and payments in one system with real-time QuickBooks sync. Built for manufacturing, distribution, construction, field service, and more.

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Vivantio logo

When Service Matters.

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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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

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

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

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Baton logo

Cloud-based project management and tracking software

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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Verint Voice of the Customer logo

Web-based customer experience (CX) suite of solutions

Verint® Experience Management™ is a customer experience (CX) suite of solutions designed to help businesses such as eCommerce, retail, public sector, government, financial services, telecom, energy, communication, healthcare, consumer, media, hospitality, travel, and more.

Read more about Verint Voice of the Customer

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Velaris logo

AI platform for managing customer success teams

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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ProsperStack logo

Software for automating & enhancing the customer acquisition

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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Professional Services Cloud logo

Certinia PS Cloud

Certinia PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform.

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Walnut.io logo

Sales experience platform for B2B teams

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

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Lifetime Analytics logo

Leverage explainable AI to identify customer clusters

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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ScalePad Lifecycle Insights logo

Cloud-based customer success solution deliver vCIO services

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.

Read more about ScalePad Lifecycle Insights

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ReFrame Engage logo

Conversational intelligence and customer engagement software

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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CustomerSure logo

Using the VoC to drive actions that matter most.

CustomerSure helps CX teams build top VoC programs to boost satisfaction, enhance reputation, and secure high retention rates.

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SuccessBoard logo

Customer success tool for handling retention & satisfaction

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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CustomerX logo

Digital solution with resources for customer satisfaction.

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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