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Top Rated Customer Success Software with Customizable templates - Page 4

Last updated: July 2026

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106 software options

Catalyst logo

Bringing Customer Success to the Center

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Catalyst is the most intuitive Customer Success Platform - built by CS leaders, for CS teams.

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Front logo

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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Pipedrive logo

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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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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TenForce logo

EHSQ platform to manage operational risks

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TenForce provides an EHSQ platform that helps organizations manage operational risks through integrated modules for incident management, audits, and compliance tracking. The software combines document control with action tracking capabilities, enabling teams to streamline processes and maintain regulatory compliance across manufacturing, pharmaceutical, and food industries.

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SmartKarrot logo

Intelligent Customer Success & Account Management

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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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Higher Logic Vanilla logo

Engage with Community

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Vanilla provides a one-stop-shop solution that combines the power of customer communities, Q&A, knowledge base, and ideation to help brands improve their customer experience and increase customer loyalty while reducing costs.

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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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Gainsight CS logo

Customer success platform

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Gainsight turns data points into an actionable strategy for customer success, allowing you to increase retention, expand revenue, and scale operations.

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Chameleon logo

Product tour and survey creation for new user onboarding

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Chameleon is a digital adoption platform for building and publishing customizable product tours and surveys to aid with onboarding new users to a business' website. Installation is carried out with low code requirements, or with integration from JS Snippet, Google Tag Chrome extension or Segment.

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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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Vitally logo

World-class Customer Success for B2B SaaS

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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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HubSpot Service Hub logo

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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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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Trengo logo

Automate repetitive work to unleash meaningful conversations

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Because customer Delight. Always. Wins.

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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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Method CRM logo

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

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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

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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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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Baton logo
(0)

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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invido logo
(0)

Video Platform For Businesses

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A cloud-based platform that helps businesses send personalized videos to prospects, customers, or partners.

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Grypp logo
(0)

Customer engagement solution for contact centers

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Grypp helps contact centers get closer to customers by providing a shared, engaging experience through immersive technology. Grypp's Digital Experience Platform (DXP) adds live synchronous interactions to existing voice, chat and messaging channels to elevate the contact center experience.

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Velaris logo
(0)

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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