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Customer Success Software with Onboarding (2026) - Page 2

Last updated: March 2026

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112 software options

Survicate logo

Collect, analyze, and act on customer feedback

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Survicate is a complete customer feedback platform to collect, analyze, and act on customer feedback. Run surveys across every digital touchpoint, from email and website to mobile apps. Use AI to easily analyze feedback across sources. Act on customer feedback with 40+ native integrations.

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Skalin logo

Built for SaaS Vendors who want to scale faster.

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Skalin calculates your customer health score and alerts you as needed. We help your team being more proactive, save time, and generate more revenue.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent is a fully-featured Customer Success platform that effectively enables your team to resolve issues.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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Aligned digital sales room helps customers become self-sufficient in their customer success journey. It enables businesses to scale their customer experience without needing to increase their team resources.

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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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Unless logo

Turn your SaaS product into a dialogue

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Our conversational UI platform offers businesses an AI-driven solution that facilitates a personalized conversation with every user. This is made possible through a variety of UI components that can easily be added to any existing product without requiring technical expertise.

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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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Ecosystems logo

Your Value Made Clear.

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From pre-sale value assessments to post-sale value realization, Ecosystems is an enterprise cloud platform for quantifying customer value.

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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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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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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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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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Gainsight CS logo

Customer success platform

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Gainsight turns data points into an actionable strategy for customer success, allowing you to increase retention, expand revenue, and scale operations.

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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.

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elevio logo

Self-service support & customer education platform

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Elevio offers on-demand, self-service customer support tools, including knowledge base management, in-app contextual help, support channel integrations, & more

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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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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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SalesDirector.ai logo

Revenue Intelligence Data Platform for B2B Sales Orgs

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Determine Account Risk. Automatically identify and record all customer engagement, including Product Usage, Support Tickets, etc... Understand CSM engagement and Customer Sentiment vs just Usage.

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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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