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Customer Success Software with Drag & Drop (2026) - Page 3

Last updated: April 2026

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84 software options

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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Infobip logo

Omni-channel customer communication and engagement

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Infobip is an omni-channel communications platform for customer support and engagement, which uses SMS, voice messages, email, and mobile app messaging. Features of the platform include customer profiling, custom payload tools, geolocation, chatbots, AI, event triggered actions, and more.

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Revinova logo

Agentic AI Orchestration and Enablement Platform

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Revinova is an Agentic AI Orchestration and Enablement Platform that empowers businesses to build intelligent AI agents and deliver persona-driven learning experiences.

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CrowdPower logo

User engagement and customer data platform for SaaS.

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CrowdPower is a customer engagement platform for onboarding, feature announcements, usage alerts, review requests, and more.

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Capacity logo

Artificial Intelligence-based knowledge management solution

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Capacity is an AI and knowledge management solution designed to help organizations automate operations related to customer help desks, project workflows, and data storage. With the drag-and-drop interface, users can organize information using folders, dialogues, and custom sharing rules.

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Clickatell logo

The Global Leader in Chat Commerce

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Clickatell’s Chat Commerce Platform as a Service delivers full, authenticated commerce experiences within the most widely adopted mobile messaging environments, such as WhatsApp, Apple Messages, SMS and USSD.

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Ochatbot logo

AI Chatbot for Ecommerce & Support. No Hallucinations, Free

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Ochatbot, designed for ecommerce and support, provides proprietary scripted intent-based AI and generative AI, hallucination-free. Easy to install, For all website platforms, Free version available.

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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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ScreenSpace logo

Be The Hero 💜 Help Customers Fall In Love With Your Product

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Success teams rely on ScreenSpace's unique video game-like Immersive Product Stories to drive activation and accelerate adoption – while eliminating costly high-touch onboarding & support. 💜

Because engaged and happy customers spend more, cost less, and stick around.

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HelpHero logo

Helps web-based apps to build better onboarding experiences

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HelpHero enables web-based apps to build better onboarding and product experiences for their users in minutes, with no coding, design experience or big budgets required. Create better experiences for onboarding and engaging users, to improve user adoption, conversion and retention.

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Stames logo

Cloud-based customer service & team communication S

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Stames connects teams to customers and helps businesses monitor, track, integrate & respond to the needs of their customers effectively & effortlessly.

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Upzelo logo

Transform one-time buyers into lifelong customers.

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Upzelo helps subscription businesses reduce churn and increase customer success through an increase in customer retention, access to real-time data, customised offers, and feedback.

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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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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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Got It AI logo

Conversational AI chatbots for customer support & sales

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Got It AI is an enterprise conversational AI platform. The software provides generative AI chatbots with guardrails for customer service, sales operations, and agent assistance. Key features include knowledge retrieval, process guidance, and fact-checking. The solution works across industries like financial services, insurance, and manufacturing.

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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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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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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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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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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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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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