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Customer Success Software

Last updated: April 2026

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18 software options

Zuar Portal logo

Provide branded Tableau dashboards!

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Zuar Portal offers a fast and scalable solution for creating customized analytics hubs, while providing secure and global access to the data required by executives, employees, vendors, customers, and other stakeholders.

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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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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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LearnUpon logo

Learning management and course authoring solution

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LearnUpon works with global organizations who want to make learning a central part of their growth strategy and supports over 1,300 customers worldwide including Zendesk and Gusto.

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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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monday CRM logo

Customer relationship management solution

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monday CRM lets you organize and streamline all your work, and ensure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success rep has, or any other report that will help you work better.

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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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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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Planhat logo

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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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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Mixmax logo

Email communication & sales productivity application

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Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more

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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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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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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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Velaris logo
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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.

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Forward logo
(0)

Drive your deals forward. Effortlessly.

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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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