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Customer Success Software Integrated with Salesforce Platform (2026)

Last updated: April 2026

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14 software options

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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SightMill logo

Net Promoter Score (NPS) survey platform

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SightMill is a cloud-based Net Promoter Score (NPS) survey solution designed to help users gather, analyze and act on feedback to improve customer engagement

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Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Customer Communities logo

Leading Community Platform for Customer Success & Support

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Boost product adoption, provide self-service onboarding and maximise customer success efficiency with our range of features.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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From Onboarding to Support, track the progress of each customer and easily access the information of each demand. Pipefy enables to create a standard of execution according to the assistance each customer requires and make sure no step is missed.

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Unless logo

Turn your SaaS product into a dialogue

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Our conversational UI platform offers businesses an AI-driven solution that facilitates a personalized conversation with every user. This is made possible through a variety of UI components that can easily be added to any existing product without requiring technical expertise.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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Glance logo

Cobrowsing and digital engagement platform

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Glance is a cobrowsing and digital engagement platform that enables businesses to connect with customers in real-time across websites, apps, and mobile devices. The software transforms digital spaces into collaborative environments where support agents can see what customers see, share screens, and provide personalized guidance during critical customer experience moments.

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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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Skilljar Customer Education logo

The leading LMS for Customer and Partner Training

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Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

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Vivantio logo

Flexible Software. Focused Service.

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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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ScreenSpace logo

Be The Hero 💜 Help Customers Fall In Love With Your Product

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Success teams rely on ScreenSpace's unique video game-like Immersive Product Stories to drive activation and accelerate adoption – while eliminating costly high-touch onboarding & support. 💜

Because engaged and happy customers spend more, cost less, and stick around.

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USU Knowledge Management logo

Knowledge Management Platform for Customer Service

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USU Knowledge Management is a knowledge management platform designed to centralize the internal knowledge of a company in a single & accessible database. It features supports AI-powered search, inter-agent chat, e-learning, social media management, feedback management, & more.

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MeltingSpot logo

Effective Software Adoption. Seamlessly delivered.

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Enhance your Customer Success strategy with MeltingSpot, offering proactive, personalized training and in-app learning for better user engagement.

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