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Customer Success
Workflow management

Top Rated Customer Success Software with Workflow management - Page 4

Last updated: May 2026

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Features

Multi-Channel Communication

Customer Database

Chat/Messaging

Activity Dashboard

Customizable Reports

Workflow Management

Integrated with

Google Drive

Trello

WordPress

Meta for Business

Slack

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Free

Open Source

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Devices supported

Android

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Windows

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Freelancers

Large Enterprises

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Non Profit

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Small Business

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Sponsored

Trengo

4.1

(26)

5

12

4

8

3

3

2

2

1

1

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

Automate repetitive work to unleash meaningful conversations

Because customer Delight. Always. Wins.

Read more about Trengo

Users also considered

Vivantio

4.3

(178)

5

83

4

68

3

24

2

3

1

0

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

Flexible Software. Focused Service.

Vivantio provides customer service teams a flexible service optimization solution to meet and exceed customer expectations. Our platform combines CRM capabilities with the power of enterprise-level features so B2B service teams can improve service while reducing costs and serving happier customers.

Read more about Vivantio

Users also considered

Method CRM

4.2

(138)

5

86

4

25

3

10

2

3

1

14

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

The most customizable QuickBooks CRM

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.

Read more about Method CRM

Users also considered

Bitrix24

4.2

(989)

5

456

4

354

3

120

2

29

1

30

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

All in one business management workspace

Bitrix24 #1 FREE customer success and customer relationship management platform used by 4 million businesses worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.

Read more about Bitrix24

Users also considered

Agile CRM

4.1

(524)

5

250

4

163

3

62

2

21

1

28

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

Sales and marketing CRM for growing businesses

Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

Read more about Agile CRM

Users also considered

Baton

(0)

Cloud-based project management and tracking software

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.

Read more about Baton

Users also considered

Velaris

(0)

AI platform for managing customer success teams

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.

Read more about Velaris

Users also considered

Userlot

(0)

Customer Success Platform maximizing Net Revenue Retention

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.

Read more about Userlot

Users also considered

Walnut.io

(0)

Sales experience platform for B2B teams

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

Read more about Walnut.io

Users also considered

atEaseAI

(0)

AI-powered customer success & account management platform.

atEaseAI helps B2B teams automate customer success by analyzing customer signals and executing actions like follow-ups, engagement, and risk mitigation. With flexible control modes—Human Approval, Custom Control, and Full Autonomy—it ensures both efficiency and trust in execution.

Read more about atEaseAI

Users also considered

ReFrame Engage

(0)

Conversational intelligence and customer engagement software

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.

Read more about ReFrame Engage

Users also considered

AppEQ.ai

(0)

Your Co-Pilot to Drive Revenue Retention

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.

Read more about AppEQ.ai

Users also considered

SuccessBoard

(0)

Customer success tool for handling retention & satisfaction

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.

Read more about SuccessBoard

Users also considered

CustomerX

(0)

Digital solution with resources for customer satisfaction.

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.

Read more about CustomerX

Users also considered

Techtouch

(0)

Master your system with TechTouch

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.

Read more about Techtouch

Users also considered

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