getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Customer Success Software with Role-Based Permissions (2026)

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.

Key features of Customer Success Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Customer Management: Reviewers value the ability to centralize customer data, streamline communication, and gain insights into customer needs and activities. 97% of reviewers rated this feature as important or highly important.
  • Health Score: Users highlight the importance of customizable health scores for monitoring client status and predicting churn effectively. 94% of reviewers rated this feature as important or highly important.
  • Customer Engagement: Reviewers appreciate features that facilitate active customer involvement, fostering loyalty, and providing valuable feedback for product development. 93% of reviewers rated this feature as important or highly important.
  • Task Management: Users find task management crucial for organizing and prioritizing tasks, improving project oversight, and ensuring timely completion. 91% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers emphasize the utility of customizable reporting and analytics for informed decision-making and tracking key performance metrics. 91% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Reviewers highlight the benefits of tracking activities to monitor performance, optimize strategies, and ensure consistent customer interactions. 89% of reviewers rated this feature as important or highly important.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

50 software options

Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
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.

Read more about Pipedrive

Users also considered
Zendesk Suite logo
Category Leaders

AI powered customer service across all channels

learn more
Zendesk is the leading cloud-based help desk software built with support agents in mind. All your customer interactions are in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and full customer history.

Read more about Zendesk Suite

Users also considered
LiveAgent logo
Category Leaders

Multichannel Help Desk Solution with Powerful AI Features

learn more
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
LiveChat logo

AI-based live chat for customer support and sales teams

learn more
LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

Read more about LiveChat

Users also considered
Zoho Desk logo
Category Leaders

Customer service software for businesses of all sizes

learn more
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more impactful, and customers become more empowered. It's customizable, convenient to use.

Read more about Zoho Desk

Users also considered
TeamSupport logo
Category Leaders

Cloud-based customer support solution for B2B SaaS

learn more
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.

Read more about TeamSupport

Users also considered
eWay-CRM logo

Customer relationship management solution

learn more
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Bitrix24 logo

All in one business management workspace

learn more
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.

Read more about Bitrix24

Users also considered
Front logo
Category Leaders

AI-enabled customer service platform for collaboration

learn more
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.

Read more about Front

Users also considered
Issuetrak logo

Issue tracking and workflow automation platform

learn more
Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

Read more about Issuetrak

Users also considered
LearnUpon logo

Learning management and course authoring solution

learn more
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.

Read more about LearnUpon

Users also considered
ChurnZero logo

Customer engagement & retention for subscription businesses

learn more
ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

Read more about ChurnZero

Users also considered
Rocketlane logo
Category Leaders

A client-centric, next-gen PSA tool

learn more
Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

Read more about Rocketlane

Users also considered
OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

learn more
OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

Read more about OnePageCRM

Users also considered
Bettermode logo

All-in-one community platform for branded communities

learn more
Bettermode is an all-in-one community platform that lets you unify knowledge base, Q&A, and resource center in one place to drive customer success and retention. Enable your customers to share feedback, participate in ideation, access key resources, help peers, and find solutions in your community.

Read more about Bettermode

Users also considered
Vivantio logo

Flexible Software. Focused Service.

learn more
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.

Read more about Vivantio

Users also considered
Upnify CRM logo

Web-based customer relationship management (CRM) solution

learn more
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.

Read more about Upnify CRM

Users also considered
Groove logo

Cloud-based helpdesk solution for small businesses

learn more
Groove enables teams small or large to stay on the same page and provide there customers with the personalized experience they deserve.

Groove is built for growing teams. You’ll get everything you need to be more productive and make your customers happier, without the hassle of a complicated helpdesk.

And it’s a more personal experience for your customers…

Read more about Groove

Users also considered
servis.ai logo

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

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

Read more about servis.ai

Users also considered
Thought Industries logo

Leading Customer Learning & Intelligence Platform

learn more
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.

Read more about Thought Industries

Users also considered
GUIDEcx logo
Category Leaders

Client onboarding and project management software

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

Read more about GUIDEcx

Users also considered
LaunchBay logo
Category Leaders

Client Experience Platform

learn more
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.

Read more about LaunchBay

Users also considered
Method CRM logo

The most customizable QuickBooks CRM

learn more
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.

Read more about Method CRM

Users also considered
Unless logo

Turn your SaaS product into a dialogue

learn more
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.

Read more about Unless

Users also considered
Channels logo

Power up your customer service

learn more
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.

Read more about Channels

Users also considered