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Top Rated Customer Success Software with Task management - Page 2

Last updated: June 2026

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79 software options

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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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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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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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.

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WorkHub Tasks logo

All sort of organizations from small to enterprise-level

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WorkHub Tasks is a smart task management tool that uses AI to help your entire organization to stay organized.

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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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MeltingSpot logo

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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Issuetrak logo

Issue tracking and workflow automation platform

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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.

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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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Bonder logo

Instant Support

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Bonder is a web-based after-sales/customer support solution that helps your customers, partners and employees where it matters most: at the product.

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Upzelo logo

Transform one-time buyers into lifelong customers.

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Upzelo helps subscription businesses reduce churn and increase customer success through an increase in customer retention, access to real-time data, customised offers, and feedback.

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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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Stames logo

Cloud-based customer service & team communication S

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Stames connects teams to customers and helps businesses monitor, track, integrate & respond to the needs of their customers effectively & effortlessly.

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SAAS First logo

AI-Driven Chatbot Transforming Your Customer Support

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Milly by SAAS First offers AI-driven chatbot services for SaaS SMEs. It learns from your content for accurate responses, provides 24/7 support, reduces team workload, and scales with business growth, driving customer satisfaction and business success.

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Freshsuccess logo

Data-driven customer success management software

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Freshsuccess 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, and customer intelligence & health scoring.

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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Zendo logo

Sell & Deliver Services All In One Place​

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Zendo: all-in-one software streamlining service sales—custom, productized, subscriptions. Boost efficiency via automation, tailored workflows, auto-invoices, & pro Service Catalog. Chat-centric, white-label options. Easy-to-use for thriving businesses.

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Convo logo

Real-time AI meeting help with local processing

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Convo is an AI meeting assistant that listens in real time and suggests what to say next. It helps you prep before calls, act in the moment, and follow up after so meetings stop wasting time and start moving work forward.

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Intelo AI logo

Maximize revenue with a customer success AI platform

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Intelo is a customer success AI platform for B2B SaaS teams. It provides insights, tools and automation to drive customer outcomes, fuel sustainable revenue and reduce churn. The platform detects risk trends, analyzes product interactions and customer sentiment, and surfaces at-risk accounts and hidden expansion potential so teams can take action.

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Surfboard logo

Support team scheduling, made simple.

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Surfboard is a scheduling & shift planning software platform for customer success teams.

Get shift planning, scheduling, forecasting & communication in one place, for £10 per month.

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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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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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Churn Assassin logo

Churn prediction system

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Churn Assassin is an advanced churn prediction system that helps B2B SaaS companies reduce customer churn by up to 38%. The product offers a two-minute setup process that provides daily automated insights on at-risk customers, allowing companies to take early action and prevent churn. Churn Assassin's machine learning and statistical analysis capabilities analyze customer behavior data to identify reliable churn signals, taking the guesswork out of churn prevention.

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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

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Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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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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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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