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Customer Success Software with Data Import/Export (2026)

Last updated: April 2026

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87 software options

Zendesk Suite logo

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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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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ChurnZero logo

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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Custify logo

Customer success solution for SaaS businesses

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Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

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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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Zoho Desk logo

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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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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Helpfruit logo

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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Thought Industries logo

Leading Customer Learning & Intelligence Platform

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Guide your customers to success with engaging online learning, recommended content, and moment of need training. \With the Thought Industries platform, you can build, deliver, and measure training programs throughout the customer lifecycle in one end-to-end suite – from onboarding to advocacy.

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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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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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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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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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Komiko logo

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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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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Method CRM logo

The most customizable QuickBooks CRM

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Method CRM takes QuickBooks Online and Desktop to the next level. It helps you easily manage leads, track sales, and stay connected with your customers. Turn estimates into invoices with one click, get e-signature approvals, and collect payments online to close deals faster and save time.

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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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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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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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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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Tiflux logo

System for the management of ticket flows and attendance

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Tiflux is a management system for ticket flows and customer service that makes it possible to adopt an omnichannel strategy with customizable channels, provides access to a complete dashboard to view tasks, and even joins invisible channels to generate tickets internally. Available in Portuguese.

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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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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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Surfboard logo

Support team scheduling, made simple.

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Surfboard is a scheduling & shift planning software platform for customer success teams.

Get shift planning, scheduling, forecasting & communication in one place, for £10 per month.

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SAAS First logo

AI-Driven Chatbot Transforming Your Customer Support

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Milly by SAAS First offers AI-driven chatbot services for SaaS SMEs. It learns from your content for accurate responses, provides 24/7 support, reduces team workload, and scales with business growth, driving customer satisfaction and business success.

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