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Customer Success Software with Task Management (2026) - Page 3

Last updated: April 2026

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77 software options

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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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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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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Akita logo

Customer Success Software

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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.

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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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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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Engage 365 logo

Customer loyalty and reward platform

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A Microsoft Dynamics 365 based loyalty platform that allows you to deliver great reward programs- Engage365.
Drive lasting customer loyalty with Engage365.

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TenForce logo

EHSQ platform to manage operational risks

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TenForce provides an EHSQ platform that helps organizations manage operational risks through integrated modules for incident management, audits, and compliance tracking. The software combines document control with action tracking capabilities, enabling teams to streamline processes and maintain regulatory compliance across manufacturing, pharmaceutical, and food industries.

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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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Vitally logo

World-class Customer Success for B2B SaaS

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Vitally helps businesses of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their bottom line.

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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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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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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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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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Catalyst logo

Bringing Customer Success to the Center

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Catalyst is the most intuitive Customer Success Platform - built by CS leaders, for CS teams.

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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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OnRamp logo

B2B organizations with high-touch customer onboarding

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OnRamp is dynamic customer onboarding software that helps you turn any high-touch customer process into a simple, guided experience. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

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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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AppEQ.ai logo
(0)

Your Co-Pilot to Drive Revenue Retention

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AppEQ is a customer retention software that provides one-click real-time customer insights on top of your existing SaaS applications such as CRM, Helpdesk, Email, etc.

Purpose-built for Customer Success and Account Management teams to drive retention revenue and growth.

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ReFrame Engage logo
(0)

Conversational intelligence and customer engagement software

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ReFrame empowers the future of business by enabling context-aware solutions to connect with customers anywhere, anytime, and providing the best customer experience (CX) within a single powerful platform.

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Ascendr logo
(0)

SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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EverAfter logo
(0)

Set your partners, prospects and customers up for the right

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EverAfter is a B2B Customer Interface Platform designed to transform engagement with partners, prospects, and customers, ensuring successful journeys and optimal business outcomes. It offers a personalized experience with custom content and data, guiding customers and partners towards their goals.

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Userlot logo
(0)

Customer Success Platform maximizing Net Revenue Retention

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Userlot provides a systematic approach to Customer Success. Ensuring CS teams, and their leaders, have complete visibility of their daily tasks to ensure nothing is forgotten. Tasks can be automatically created at the right time (not overloaded) from playbooks and automation to ensure clients get a consistent approach from your teams.

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SuccessBoard logo
(0)

Customer success tool for handling retention & satisfaction

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SuccessBoard offers a customer 360 view, providing proactive risk identification, real-time insights, and bridging the gap between businesses and customers It streamlines customer communication with Journey Designer, eliminating repetitive tasks and revolutionizing data-driven messaging to boost renewals.

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Forward logo
(0)

Drive your deals forward. Effortlessly.

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Say goodbye to chaotic B2B deals. Create sales proposals, engage buyers, get the deal done and onboard clients. All in one place.

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