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Top Rated Customer Success Software with Free trial - Page 4

Last updated: September 2026

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101 software options

Clickatell logo

The Global Leader in Chat Commerce

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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Lou logo

Deliver in-app experiences & turn new users into power users

Lou is a digital adoption platform that makes it easy to turn new users into power users with self-serve onboarding, personalized product tours, and feature announcements. Create a free account and launch in just minutes - no code required.

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TenForce logo

EHSQ platform to manage operational risks

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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TaskRay logo

Customer Onboarding Success in Salesforce

TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

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Chameleon logo

Product tour and survey creation for new user onboarding

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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Akita logo

Customer Success Software

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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Liveoak logo

We help you get virtual business done

Enterprises that use Liveoak's Virtual Interactions platform, bring on new accounts faster, complete routine customer paperwork faster and offer customers the convenience of not having to physically visit a branch or office. Through Liveoak, enterprises and their customers complete work virtually.

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ClientSuccess logo

Onboard Client Success

ClientSuccess is a client success and onboarding software solution. It brings all customer information into a single place to focus on client onboarding, adopting, renewal, and growth.

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eBanqo logo

Customer engagement platform with automation

eBanqo is a customer engagement platform that helps businesses extend their services and offer support on social and messaging channels. It offers automated answers to FAQs, multichannel live chat and automation of workflows that enable customers to onboard, complete purchases or resolve issues from their preferred messaging application.

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Vitally  logo

World-class Customer Success for B2B SaaS

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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Aviso logo

Cloud-based AI revenue platform for B2B enterprises

Cloud-based AI revenue operating system for B2B enterprises combining forecasting, pipeline management, and deal guidance.

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eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Method CRM logo

CRM that adapts to your business, not the other way around

Method CRM extends QuickBooks with customizable lead-to-payment workflows. Manage customers, sales, operations, invoices, and payments in one system with real-time QuickBooks sync. Built for manufacturing, distribution, construction, field service, and more.

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Vivantio logo

When Service Matters.

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.

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Agile CRM logo

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

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Cavyro logo

Telegram-based CRM with deals and AI agents

Cavyro is a customer relationship management platform designed for teams that conduct sales through Telegram. The software mirrors Telegram accounts to automatically convert chats, groups, and channels into contacts, companies, and deals within a pipeline structure. Features include deal tracking with revenue forecasting, two-way Google Calendar synchronization, automation workflows with triggers and conditions, and campaign management with analytics tracking replies and revenue impact.

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invido logo

Video Platform For Businesses

A cloud-based platform that helps businesses send personalized videos to prospects, customers, or partners.

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RevGain logo

AI-driven customer success platform

RevGain Customer Success Platform combines AI-driven insights with engagement tools to help businesses manage customer relationships throughout their journey. The platform offers features for onboarding, account health monitoring, risk management, and renewal automation to enhance customer retention. It provides comprehensive solutions for tracking customer satisfaction metrics and identifying expansion opportunities while supporting advocacy development.

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atEaseAI logo

The AI-Powered System of Execution for Post-Sales Teams.

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.

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Forward logo

Drive your deals forward. Effortlessly.

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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ConfirmKit  logo

User research platform for teams and product people

ConfirmKit is a user research platform that helps product organizations of all sizes to discover what their users really want. ConfirmKit helps product teams to conduct, analyze and store qualitative data from user interviews, highlight patterns / trends in data, and ultimately improve their product

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Ascendr logo

SaaS Customer onboarding platform

SaaS Customer onboarding platform

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ReFrame Engage logo

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.

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Staircase AI by Gainsight logo

Customer relationship platform

Staircase AI analyzes millions of customer interactions and turns them into actionable human insights, impossible to spot with the naked eye. We help Customer Success teams by revealing deep human signals and uncovering true customers' health, sentiment, journey events, risks, and opportunities.

Read more about Staircase AI by Gainsight

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ClearFeed logo

Conversational Support Platform for Slack-first Teams.

ClearFeed is a platform purpose-built for Slack-based support that helps users convert conversations from multiple Slack channels into a single shared requests queue using which customer-facing teams can assign issues to each other, respond within SLAs, and dive into service level metrics.

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