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Top Rated Customer Success Software with Task management

Last updated: July 2026

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80 software options

Zendesk Suite logo

AI powered customer service across all channels

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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.

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ChurnZero logo

Customer engagement & retention for subscription businesses

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

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Customerscore.io logo

AI Customer Success platform that predicts churn

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Customerscore is an AI Customer Success platform for B2B SaaS. It predicts which customers will churn and which are ready to expand, explains the drivers behind every prediction, and turns the signals into alerts, playbooks, and tasks. Your team logs in and knows who needs attention this week.

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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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Custify logo

Customer success solution for SaaS businesses

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Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

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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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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.

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LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

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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.

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Skalin logo

The AI Customer Success Platform for B2B SaaS

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Skalin is the AI-powered Customer Success Platform for Mid-Market B2B SaaS. It unifies your customer data, detects churn risk 3–4 weeks early, and gives your team the clarity to protect revenue and grow accounts — without adding headcount. Live in under a month, no dedicated admin.

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LiveChat logo

AI-based live chat for customer support and sales teams

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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.

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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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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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monday CRM logo

Customer relationship management solution

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monday CRM lets you organize and streamline all your work, and ensure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success rep has, or any other report that will help you work better.

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Rocketlane logo

A client-centric, next-gen PSA tool

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

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LaunchBay logo

Your command center for customer onboarding

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LaunchBay is customer onboarding and implementation software for B2B teams. Run every onboarding in one place, see exactly what is holding each launch up and who owns it, and give customers a branded portal that shows their next step. Get new customers live faster, without adding headcount.

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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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Product Fruits logo

User onboarding platform

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Product Fruits is a customer onboarding platform that offers interactive tours, checklists, and tooltips to help users learn applications more efficiently. The platform includes AI-powered tools that generate product tours and announcements, while providing self-serve support through an in-app help center and knowledge base. Product Fruits also features feedback collection mechanisms and analytics to measure user satisfaction and engagement.

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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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GUIDEcx logo

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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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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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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Tiflux logo

System for the management of ticket flows and attendance

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Tiflux is a management system for ticket flows and customer service that makes it possible to adopt an omnichannel strategy with customizable channels, provides access to a complete dashboard to view tasks, and even joins invisible channels to generate tickets internally. Available in Portuguese.

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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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Mixmax logo

Email communication & sales productivity application

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Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more

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GuestXM logo

Deliver Exceptional Restaurant Experiences at Scale

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Customer experience management and intelligence platform - AI-powered social listening, sentiment analysis, and online engagement tools to keep your brand reputation at your strategic advantage.

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