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Customer Success Software with Event Triggered Actions (2026) - Page 2

Last updated: April 2026

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82 software options

GUIDEcx logo
Category Leaders

Client onboarding and project management software

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GUIDEcx is a customer onboarding platform designed to reduce churn, speed up time to value, and streamline the customer journey.

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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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LaunchBay logo
Category Leaders

Client Experience Platform

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LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

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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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UserGuiding logo

Best-value digital adoption and self-service help platform.

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UserGuiding is the smartest choice for product teams looking to drive revenue & adoption growth with superior self-service experiences.

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Userpilot logo

Product user experience software for product & UX teams

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Userpilot is a cloud-based product experience platform designed for customer success & product teams to onboard users and increase product adoption through behavior-triggered experiences. The code-free solution allows users to create, manage & A/B test flows, customize the user interface, and more.

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Froged logo

THE one tool for onboarding, engagement & customer support

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FROGED is an all-in-one Product Success Platform, designed to evolve your entire customer lifecycle from onboarding and engagement to proactive customer support.

Made by a SaaS, for SaaS companies, and it’s easy. Like, really easy.

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Channels logo

Power up your customer service

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Customer Success software designed to help your business grow and keep your customers satisfied. Channels makes it easy to connect no matter where your customers are from, with phone numbers from more than 60 countries and features such as an IVR, Toll-Free numbers, Call recordings, and Mobile App.

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MeltingSpot logo
Category Leaders

Effective Software Adoption. Seamlessly delivered.

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Enhance your Customer Success strategy with MeltingSpot, offering proactive, personalized training and in-app learning for better user engagement.

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Retently logo

Net Promoter Score & customer feedback collection

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Retently is a tool for measuring and improving customer satisfaction and loyalty through Net Promoter Score surveys and feedback collection. With Retently businesses can collect customer feedback and analyze results through advanced analytics and reports in order to take corrective action.

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SubscriptionFlow logo

Subscription management software to manage plans & billing

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SubscriptionFlow is an automated and highly customizable subscription billing and payments management system that offers intelligent pricing and in-built CRM to help users manage it all in one place.

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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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Planhat logo

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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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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ModuleQ logo

AI platform for sales teams

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ModuleQ provides an AI augmentation solution that supports busy customer/ client-facing professionals and boosts their level of performance.

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Emojot logo

All-in-one platform for customer-centric transformation

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Optimizes customer relationships, boosts retention, identifies upselling opportunities, and streamlines customer onboarding processes.

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Customerscore.io logo

Platform for uncovering upsell opportunities

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Customerscore.io helps SaaS businesses prevent churn and spot upsell opportunities with data-driven insights and automation.

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ZapScale logo

cloud-based customer success platform

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ZapScale is a customer success platform that offers a range of key features designed to enhance customer management and drive business growth. Businesses can gain an understanding of their customers through features like customer 360 view, health analytics, account segmentation, and outcome tracking.

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Kompassify logo

User Onboarding, no-code, Digital Adoption, user activation.

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Kompassify is a cloud-based no-code solution, which helps small and midsize businesses manage client onboarding via product tours, checklists, in-app walkthroughs, progress tracking, real-time analytics, and more. The platform offers various features such as multi-language support, user accounts, customer segmentation, notification widgets, and feedback surveys.

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Precursive OBX logo

Customer Onboarding Management for Salesforce

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Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

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BrainStorm logo

Transform the way your users tackle software adoption.

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BrainStorm helps mid-size and enterprise organizations dramatically increase their software adoption. Our highly personalized approach to change management reduces user frustration, alleviates IT workloads, and helps organizations achieve their software adoption goals.

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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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Trengo logo

Automate repetitive work to unleash meaningful conversations

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Because customer Delight. Always. Wins.

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Churn360 logo

AI-driven customer success platform

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Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers.

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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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