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Customer Success Software with Task Management (2026) - Page 2

Last updated: April 2026

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77 software options

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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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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Thought Industries logo

Leading Customer Learning & Intelligence Platform

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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.

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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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GUIDEcx logo
Category Leaders

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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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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LaunchBay logo
Category Leaders

Client Experience Platform

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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.

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Method CRM logo

The most customizable QuickBooks CRM

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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.

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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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MeltingSpot logo
Category Leaders

Effective Software Adoption. Seamlessly delivered.

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Enhance your Customer Success strategy with MeltingSpot, offering proactive, personalized training and in-app learning for better user engagement.

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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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3CLogic logo

Cloud Call Center Solutions

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3CLogic is a leading cloud contact center platform providing advanced and scalable speech-enabled (IVR, ACD, CTI, Click to Call, Screen Pop, Speech Analytics, Reporting) offerings for leading CRMs, including ServiceNow, SAP, and Salesforce for global enterprises and customer service teams.

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Planhat logo

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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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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Emojot logo

All-in-one platform for customer-centric transformation

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Optimizes customer relationships, boosts retention, identifies upselling opportunities, and streamlines customer onboarding processes.

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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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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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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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Kompassify logo

User Onboarding, no-code, Digital Adoption, user activation.

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Kompassify is a cloud-based no-code solution, which helps small and midsize businesses manage client onboarding via product tours, checklists, in-app walkthroughs, progress tracking, real-time analytics, and more. The platform offers various features such as multi-language support, user accounts, customer segmentation, notification widgets, and feedback surveys.

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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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BrainStorm logo

Transform the way your users tackle software adoption.

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BrainStorm helps mid-size and enterprise organizations dramatically increase their software adoption. Our highly personalized approach to change management reduces user frustration, alleviates IT workloads, and helps organizations achieve their software adoption goals.

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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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Churn360 logo

AI-driven customer success platform

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Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers.

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isLucid logo

isLucid AI-controlled virtual meeting assistant

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isLucid is a meeting management software for all your employees that helps manage Microsoft Teams video conferencing software meeting information and transcripts with an inbuilt AI meeting assistant.

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Capacity logo

Artificial Intelligence-based knowledge management solution

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Capacity is an AI and knowledge management solution designed to help organizations automate operations related to customer help desks, project workflows, and data storage. With the drag-and-drop interface, users can organize information using folders, dialogues, and custom sharing rules.

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