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Top Rated Customer Success Software with Onboarding - Page 4

Last updated: May 2026

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115 software options

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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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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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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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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Glance logo

Cobrowsing and digital engagement platform

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Glance is a cobrowsing and digital engagement platform that enables businesses to connect with customers in real-time across websites, apps, and mobile devices. The software transforms digital spaces into collaborative environments where support agents can see what customers see, share screens, and provide personalized guidance during critical customer experience moments.

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Customer Communities logo

Leading Community Platform for Customer Success & Support

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Boost product adoption, provide self-service onboarding and maximise customer success efficiency with our range of features.

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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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Lou logo

Deliver in-app experiences & turn new users into power users

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Lou is a digital adoption platform that makes it easy to turn new users into power users with self-serve onboarding, personalized product tours, and feature announcements. Create a free account and launch in just minutes - no code required.

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Akita logo

Customer Success Software

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Akita is Customer Success software that helps you reduce churn and increase revenue from your existing customers through up-sell, cross-sell and expansion. Akita provides your CSMs with customer health scores, playbooks, intelligent alerts, customer journey management tools, success KPIs, and more.

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Engage 365 logo

Customer loyalty and reward platform

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A Microsoft Dynamics 365 based loyalty platform that allows you to deliver great reward programs- Engage365.
Drive lasting customer loyalty with Engage365.

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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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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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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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Chameleon logo

Product tour and survey creation for new user onboarding

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Chameleon is a digital adoption platform for building and publishing customizable product tours and surveys to aid with onboarding new users to a business' website. Installation is carried out with low code requirements, or with integration from JS Snippet, Google Tag Chrome extension or Segment.

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ClientSuccess logo

Onboard Client Success

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ClientSuccess is a client success and onboarding software solution. It brings all customer information into a single place to focus on client onboarding, adopting, renewal, and growth.

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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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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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TeamSupport logo

Cloud-based customer support solution for B2B SaaS

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TeamSupport AI-driven Customer Success Software is an all-in-one platform, providing a 365° view of customer health. Unite your support, success & GTM teams with insights and workflows for onboarding, churn prevention & upsell motions, and more. Purpose-built for growth-stage B2B SaaS.

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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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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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Vivantio logo

Flexible Software. Focused Service.

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Vivantio provides customer service teams a flexible service optimization solution to meet and exceed customer expectations. Our platform combines CRM capabilities with the power of enterprise-level features so B2B service teams can improve service while reducing costs and serving happier customers.

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Totango logo

Accelerate Revenues with Customer Engagement Management

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Totango offers automated customer engagement management to drive conversions, boost retention and grow lifetime value. It enables you to close bigger deals faster by focusing on the right opportunities. It drive renewal rates up by ensuring customer success. It allows you to record events from your applications in real time and then analyze them. The solution is integrated with Saleforce and Marketo among others.

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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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Baton logo
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Cloud-based project management and tracking software

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Baton is a cloud-based software that helps businesses manage and streamline implementation projects on a centralized platform. It enables users to create auditable projects using built-in templates and track the completion of assigned tasks.

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Grypp logo
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Customer engagement solution for contact centers

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Grypp helps contact centers get closer to customers by providing a shared, engaging experience through immersive technology. Grypp's Digital Experience Platform (DXP) adds live synchronous interactions to existing voice, chat and messaging channels to elevate the contact center experience.

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