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Customer Success
Page 4

Customer Success Software with Workflow Management (2026) - Page 4

Last updated: April 2026

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All apps

Leaders

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Features

Support Ticket Management(29)

Reporting/Analytics(86)

Real-Time Notifications(68)

Workflow Management

Client Portal(23)

Integrated with

Jira(24)

Zoho CRM(13)

Salesforce Sales Cloud(17)

HubSpot CRM(43)

Aircall(14)

Pricing model

Free(22)

Open Source(1)

Free Trial(53)

One Time License(2)

Subscription(73)

Devices supported

Mac(37)

iPad(32)

Android(34)

Linux(22)

Web-based(89)

iPhone(35)

Windows(41)

Organization types

Small Business(85)

Non Profit(43)

Large Enterprises(73)

Public Administrations(30)

Freelancers(38)

Mid Size Business(81)

User rating

All Reviews

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89 software options

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Catalyst

3.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Pega Customer Service

4.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Zendo

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Intelo AI

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

OnRamp

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

ReFrame Engage

(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.

Walnut.io

(0)

Sales experience platform for B2B teams

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Walnut is a sales experience platform that helps B2B sales teams create interactive and customized product demos.

Userlot

(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.

Techtouch

(0)

Master your system with TechTouch

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Tech Touch is a digital experience tool businesses use to add web operation guides to any system. The goal is to reduce the time it takes for businesses to understand and implement new systems and create a less intimidating technological environment for users.

AppEQ.ai

(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.

Baton

(0)

Cloud-based project management and tracking software

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Baton is a cloud-based software that helps businesses manage and streamline implementation projects on a centralized platform. It enables users to create auditable projects using built-in templates and track the completion of assigned tasks.

CustomerX

(0)

Digital solution with resources for customer satisfaction.

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CustomerX is a customer satisfaction system responsible for automating tasks, scheduling appointments, and centralizing data to help businesses direct time and resources towards strengthening customer relationships with Customer Success.

Velaris

(0)

AI platform for managing customer success teams

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Customer Success Platform for B2B SaaS companies, unifying customer data, automating workflows, and enabling proactive engagement. With powerful integrations, real-time health scoring, and enterprise-grade security, Velaris helps reduce churn, drive growth, and scale Customer Success across the entire lifecycle.

Velaris

(0)

AI platform for managing customer success teams

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