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

Last updated: April 2026

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106 software options

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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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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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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SightMill logo

Net Promoter Score (NPS) survey platform

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SightMill is a cloud-based Net Promoter Score (NPS) survey solution designed to help users gather, analyze and act on feedback to improve customer engagement

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Microcasting logo

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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journy.io logo

Customer journey mapping tools

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journy.io is a customer data platform designed to help businesses capture customer engagement metrics to drive conversion, activation, adoption, retention, and growth, while fighting churn.

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Quidget logo

Handle up to 80% of Tier-1 support with AI

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Quidget is a flexible, no-code AI agent that handles up to 80% of customer queries instantly. With integrations for Zendesk, Euphoric.ai, and Calendly, plus multi-language support and seamless human handover, Quidget makes fast, reliable customer support easy and scalable.

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Bonder logo

Instant Support

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Bonder is a web-based after-sales/customer support solution that helps your customers, partners and employees where it matters most: at the product.

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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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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

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Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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Vocally logo

Feedback capture and analysis solution

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Vocally by Docsie is a feedback management solution, which helps organizations manage user feedback collection for software or online content portals. The platform captures user engagement videos, allowing managers to analyze customer behavior & gain visibility into improvement opportunities.

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Regale logo

Sales enablement and demo solution

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Regale is the world’s first Seller Showtime Platform that transforms how enterprise software teams deliver product demonstrations. Using guided, ready-to-launch demo experiences, Regale turns every seller into a product storyteller.

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Churn Assassin logo

Churn prediction system

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Churn Assassin is an advanced churn prediction system that helps B2B SaaS companies reduce customer churn by up to 38%. The product offers a two-minute setup process that provides daily automated insights on at-risk customers, allowing companies to take early action and prevent churn. Churn Assassin's machine learning and statistical analysis capabilities analyze customer behavior data to identify reliable churn signals, taking the guesswork out of churn prevention.

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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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Glia logo

Personalized live customer experience & engagement

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Glia is an omnichannel customer engagement platform that enables companies to identify, communicate, & engage with their website visitors.

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Zendo logo

Sell & Deliver Services All In One Place​

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Zendo: all-in-one software streamlining service sales—custom, productized, subscriptions. Boost efficiency via automation, tailored workflows, auto-invoices, & pro Service Catalog. Chat-centric, white-label options. Easy-to-use for thriving businesses.

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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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Turf logo

The customer self-service platform for SaaS.

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Turf is a customer self-service platform that allows SaaS businesses to create one single meet point with community forums, knowledge bases, help centers, feature requesting & bug reporting, an academy, technical documentation, roadmaps, changelogs, customer feedback management, and more.

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SurveySensum logo

SurveySensum is a leading customer feedback platform.

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SurveySensum is a customer feedback platform that helps businesses gather insights from their customers. They offer a variety of services, including consulting, survey creation, and data analysis. They work with businesses of all sizes and in a variety of industries.

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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

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Walnut.io logo
(0)

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
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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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Baton logo
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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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