Customer Success Software with Task Management

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Natero   

7
Data-driven customer success management software
Natero is a cloud-based customer success management solution designed to assist customer success teams in managing customers, preventing churn, and increasing account expansion. The platform offers a range of features including workflow management, customer intelligence & health scoring, and more. Read more about Natero
Data-driven customer success management software
Natero is a cloud-based customer success management solution designed to assist customer success teams in managing customers, preventing churn, and increasing account expansion. The platform offers a range of features including workflow management, customer intelligence & health scoring, and more. Read more about Natero

Kilterly   

4
Customer Success Software
Kilterly is a customer success software which helps businesses increase customer retention through data insight and automated customer success playbooks. Read more about Kilterly
Customer Success Software
Kilterly is a customer success software which helps businesses increase customer retention through data insight and automated customer success playbooks. Read more about Kilterly

TaskRay   

14
Modern Project Management in Salesforce
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.… Read more about TaskRay
Modern Project Management in Salesforce
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.… Read more about TaskRay

Armatic   

5
Automation, insights and best practices to grow a business.
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. Read more about Armatic
Automation, insights and best practices to grow a business.
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. Read more about Armatic

Bitrix24   

339
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24

Agile CRM   

318
Sales and marketing CRM for growing businesses
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey. Read more about Agile CRM
Sales and marketing CRM for growing businesses
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey. Read more about Agile CRM

Copper  

350
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper

ChurnZero  

56
Customer engagement & retention for subscription businesses
ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals. Read more about ChurnZero
Customer engagement & retention for subscription businesses
ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals. Read more about ChurnZero

AppsForOps Timeline  

16
Customer success management tool with Outlook integration
AppsForOps Timeline is a customer success software that provides visibility on customer activity spanning the organization's people, processes and systems. View a timeline of all customer activity directly from within an Outlook inbox, and get the whole picture to make the right decisions. Read more about AppsForOps Timeline
Customer success management tool with Outlook integration
AppsForOps Timeline is a customer success software that provides visibility on customer activity spanning the organization's people, processes and systems. View a timeline of all customer activity directly from within an Outlook inbox, and get the whole picture to make the right decisions. Read more about AppsForOps Timeline

Akita  

1
Customer Success Software
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. Read more about Akita
Customer Success Software
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. Read more about Akita
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