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Top Rated Customer Success Software with Microsoft 365

Last updated: July 2026

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16 software options

Custify logo

Customer success solution for SaaS businesses

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Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

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Vectera logo

Meeting room scheduling and video conferencing platform

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Vectera is a cloud-based online conferencing platform designed to assist sales, customer success, and financial advisory teams with meeting room scheduling and video conferencing. Key features include screen sharing, file transfer, custom branding, calendars, and data encryption.

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Retently logo

Net Promoter Score & customer feedback collection

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Retently is a tool for measuring and improving customer satisfaction and loyalty through Net Promoter Score surveys and feedback collection. With Retently businesses can collect customer feedback and analyze results through advanced analytics and reports in order to take corrective action.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent is a fully-featured Customer Success platform that effectively enables your team to resolve issues.

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VirtlX logo

360° success management & employee engagement platform

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VIRTLX provides essential data which helps our clients increase business efficiency and boost revenues

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Issuetrak logo

Issue tracking and workflow automation platform

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Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

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ProteusEngage logo

Workspace platform for businesses

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ProteusEngage provides a centralized secure digital workspace offering multiple modules and enabling sharing and two-way collaboration.

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SalesDirector.ai logo

Revenue Intelligence Data Platform for B2B Sales Orgs

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Determine Account Risk. Automatically identify and record all customer engagement, including Product Usage, Support Tickets, etc... Understand CSM engagement and Customer Sentiment vs just Usage.

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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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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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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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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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eWay-CRM logo

Customer relationship management solution

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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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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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Bitrix24 logo

All in one business management workspace

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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.

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Komiko logo
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AI-based customer success solution for Salesforce & Dynamics

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Komiko is an artificial intelligence based platform for customer success management and account management. Designed for sales teams, Komiko integrates with Salesforce and Microsoft Dynamics to capture emails, events, and content, measures and scores engagement, and recommends success playbooks

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