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Customer Success Software with Video Conferencing (2026)

Last updated: February 2026

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Customer Success Software Key Features

    Based on 743 user opinions, we identified 6 features that are important for any product in Customer Success Software

  • Customer Management

    Store and organize information about customers and previous interactions

    Average user rating

    4.6

  • Reporting/Analytics

    View and track pertinent metrics

    Average user rating

    4.4

  • Activity Tracking

    Track and document all activities across devices, networks, and other systems

    Average user rating

    4.7

  • Customer Database

    A collection of customer information such as contact details, demographics, previous interactions, etc.

    Average user rating

    4.7

  • Health Score

    Calculate a company, client account or person's health via a scoring system

    Average user rating

    4.5

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.7
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Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

23 software options

Microcasting logo

Microcasting

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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Users also considered
LiveAgent logo
Category Leaders

Multichannel customer care solution with an AI chatbot

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LiveAgent is the ultimate help desk software over 138+ powerful features. It helps businesses manage multi channel communication via help desk tickets from a unified inbox. Join companies like BMW, Yamaha, and Huawei in CS excellence.
Start with a 1 Month free trial, no credit card required.

Read more about LiveAgent

Users also considered
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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Front logo
Category Leaders

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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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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LearnUpon logo

Learning management and course authoring solution

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LearnUpon works with global organizations who want to make learning a central part of their growth strategy and supports over 1,300 customers worldwide including Zendesk and Gusto.

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Vectera logo

Meeting room scheduling and video conferencing platform

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Vectera is a cloud-based online conferencing platform designed to assist sales, customer success, and financial advisory teams with meeting room scheduling and video conferencing. Key features include screen sharing, file transfer, custom branding, calendars, and data encryption.

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Thought Industries logo

Learning management and course authoring system

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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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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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Users also considered
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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Users also considered
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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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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Skilljar Customer Education logo

The leading LMS for Customer and Partner Training

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Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

Read more about Skilljar Customer Education

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Acquire logo

Multi-channel Customer Communication Platform

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Web & in-app real-time customer communication software for support. Co-browse, live chat, chatbot, video & voice.

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Intellum Platform logo

The Smartest Way to Educate Customer, Partners and Employees

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From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring functionality, Intellum is uniquely positioned to support Enterprise partners with an all-in-one EdTech for Business solution.

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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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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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isLucid logo

isLucid AI-controlled virtual meeting assistant

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isLucid is a meeting management software for all your employees that helps manage Microsoft Teams video conferencing software meeting information and transcripts with an inbuilt AI meeting assistant.

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SnapCall logo

Video, Voice calls and Screen Sharing inside the chat.

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SnapCall allows voice, video, and screen sharing inside the chat with a client. You don't need a phone number or the use of third-party services. SnapCall is fully integrated into Zendesk, LiveChat, Intercom, Kustomer platforms. Embedding takes one click, without the need to insert html codes.

Read more about SnapCall

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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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AppEQ.ai logo
(0)

Your Co-Pilot to Drive Revenue Retention

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AppEQ is a customer retention software that provides one-click real-time customer insights on top of your existing SaaS applications such as CRM, Helpdesk, Email, etc.

Purpose-built for Customer Success and Account Management teams to drive retention revenue and growth.

Read more about AppEQ.ai

Users also considered
ReFrame Engage logo
(0)

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.

Read more about ReFrame Engage

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