Customer Success Software with Task Management

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13 apps

SmartKarrot   

8
Comprehensive Product and Customer Success Platform
SmartKarrot is a comprehensive Customer Success Platform. An integrated approach provides data liquidity across Product Success (Onboarding, Adoption, Usage) and Customer Success (Account Health, Touch Point Management and Automated Actions). Read more about SmartKarrot
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Comprehensive Product and Customer Success Platform
SmartKarrot is a comprehensive Customer Success Platform. An integrated approach provides data liquidity across Product Success (Onboarding, Adoption, Usage) and Customer Success (Account Health, Touch Point Management and Automated Actions). Read more about SmartKarrot
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Pipefy   

188
the Work Management platform
From Onboarding to Support, track the progress of each customer and easily access the information of each demand. Pipefy enables to create a standard of execution according to the assistance each customer requires and make sure no step is missed. Read more about Pipefy
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the Work Management platform
From Onboarding to Support, track the progress of each customer and easily access the information of each demand. Pipefy enables to create a standard of execution according to the assistance each customer requires and make sure no step is missed. Read more about Pipefy
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Strikedeck   

0
Customer success, engagement, and satisfaction tracking
Strikedeck is a customer success and engagement platform with real-time customer health scoring, workflow automation, and customer success planning tools. Other features include pre-created or customized workflow recipes, playbooks, task management, alerts, reports, and email sync. Read more about Strikedeck
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Customer success, engagement, and satisfaction tracking
Strikedeck is a customer success and engagement platform with real-time customer health scoring, workflow automation, and customer success planning tools. Other features include pre-created or customized workflow recipes, playbooks, task management, alerts, reports, and email sync. Read more about Strikedeck
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TaskRay   

17
Customer Onboarding Success 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
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Customer Onboarding Success 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
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Custify   

25
Customer success solution for SaaS businesses
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. Read more about Custify
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Customer success solution for SaaS businesses
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. Read more about Custify
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EngageBay   

53
Integrated sales & marketing software for growing teams
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform. Read more about EngageBay
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Integrated sales & marketing software for growing teams
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform. Read more about EngageBay
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Agile CRM   

389
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
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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
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Bitrix24   

419
100% free CRM, collaboration and communication tool suite
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
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100% free CRM, collaboration and communication tool suite
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
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ChurnZero  

73
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
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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
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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
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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
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Natero  

8
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
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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
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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
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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
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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
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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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