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Top Rated Customer Success Software with Workflow management - Page 3

Last updated: July 2026

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90 software options

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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ModuleQ logo

AI platform for sales teams

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ModuleQ provides an AI augmentation solution that supports busy customer/ client-facing professionals and boosts their level of performance.

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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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Regale logo

Sales enablement and demo solution

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Regale is the world’s first Seller Showtime Platform that transforms how enterprise software teams deliver product demonstrations. Using guided, ready-to-launch demo experiences, Regale turns every seller into a product storyteller.

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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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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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Pega Customer Service logo

Software for managing customer service operations

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Pega Customer Service is designed to help businesses in finance, healthcare, manufacturing, insurance, and other businesses forecast customers' needs, monitor outstanding tasks, and manage web interactions in real-time. It enables businesses to process incoming customer service requests and assure full compliance with internal processes and regulatory requirements.

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SubscriptionFlow logo

Subscription management software to manage plans & billing

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Empower your customer success teams to monitor subscriber health, reduce churn, and drive retention. Track engagement, manage renewals, and deliver proactive support to maximize customer lifetime value.

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Zoho Desk logo

Customer service software for businesses of all sizes

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Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more impactful, and customers become more empowered. It's customizable, convenient to use.

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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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Front logo

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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Clickatell logo

The Global Leader in Chat Commerce

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Clickatell’s Chat Commerce Platform as a Service delivers full, authenticated commerce experiences within the most widely adopted mobile messaging environments, such as WhatsApp, Apple Messages, SMS and USSD.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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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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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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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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Gainsight CS logo

Customer success platform

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Gainsight turns data points into an actionable strategy for customer success, allowing you to increase retention, expand revenue, and scale operations.

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Chameleon logo

Product tour and survey creation for new user onboarding

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Chameleon is a digital adoption platform for building and publishing customizable product tours and surveys to aid with onboarding new users to a business' website. Installation is carried out with low code requirements, or with integration from JS Snippet, Google Tag Chrome extension or Segment.

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TeamSupport logo

Cloud-based customer support solution for B2B SaaS

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TeamSupport AI-driven Customer Success Software is an all-in-one platform, providing a 365° view of customer health. Unite your support, success & GTM teams with insights and workflows for onboarding, churn prevention & upsell motions, and more. Purpose-built for growth-stage B2B SaaS.

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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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HubSpot Service Hub logo

Cloud-based customer service solution for firms of all sizes

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HubSpot Service Hub is a cloud-based customer service platform, which aims to simplify processes for managing customer queries & improving client engagement. It allows users to connect with customers via live chat, one-to-one customer communication, conversational bots, and more.

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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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Trengo logo

Automate repetitive work to unleash meaningful conversations

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Because customer Delight. Always. Wins.

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