# Best Customer Success Software - 2026 Reviews & Pricing

> Find the best Customer Success Software for your organization. Compare top Customer Success Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/customer-success/

---

[Home](https://www.softwareadvice.com/)

/

Customer Success Software

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

# Best Customer Success Software of 2026

Updated July 23, 2026

Written by [Ashish Upadhyay](https://www.softwareadvice.com/resources/author/aupadhyay/)

Writer

Edited by [Rina Rai](https://www.softwareadvice.com/resources/author/rina-rai/)

Senior Editor

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

Filter products

174 results

### Compare Products

Showing 1 - 25 of 174 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    

### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: Zendesk Suite

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4086)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large. Zendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images. Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/)

### What users love

-   Efficient multichannel support operations
-   Centralized and customizable ticketing
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and limited value
-   Email handling and notification issues
-   Missing and complex feature set

### Best rated features:

Configuration Management

5.0

Batch Communications

5.0

Online Forums

5.0

Account Management

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

3.0

[See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features)

### Suite Team

$55.00/month

### Suite Growth

$89.00/month

### Suite Professional

$115.00/month

[See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans)

### Product: ChorusCX

[ChorusCX](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

5.0

[(1)](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ChorusCX Workforce Optimization is a cloud-based service designed to enhance employee performance and efficiency, delivering contact center analytical solutions that support workforce optimization, interaction recording, and engagement. Encore offers a variety of options to record customer interactions; gain insights into the content and results of interactions; use those insights for quality management to improve performance; and create staff schedules that allow for the achievement of service-level objectives, via workforce management software.... [Read more](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

### Best rated features:

Multi-Screen Recording

5.0

Audio Capture

5.0

Screen Capture

5.0

Backup and Recovery

5.0

### Worst rated features:

File Sharing

4.0

Annotations

4.0

Collaboration Tools

4.0

[See all features](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/#key-features)

### Product: Missive

[Missive](https://www.softwareadvice.com/voip/missive-profile/)

4.90

[(184)](https://www.softwareadvice.com/voip/missive-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Missive is an inbox collaboration platform that allows teams to work together on email without disrupting their existing workflow. Designed for businesses that rely heavily on email, Missive provides features to help teams stay coordinated, focused, and productive. Key features include tags, statuses and task management. The platform offers dedicated team spaces with shared inboxes, tasks, and discussion areas. This enables teams to collaborate on emails, provide context and information to one another, and ensure important messages are handled efficiently. Additionally, Missive provides visibility into team workloads, allowing managers to balance tasks and keep track of who is working on what.... [Read more](https://www.softwareadvice.com/voip/missive-profile/)

### Best rated features:

Real-time Consumer-facing Chat

5.0

Document Management

5.0

Multi-User Collaboration

5.0

@mentions

5.0

### Worst rated features:

Document Storage

3.0

Knowledge Base Management

3.0

Reporting/Analytics

3.8

Shared Inboxes

4.0

[See all features](https://www.softwareadvice.com/voip/missive-profile/#key-features)

### Free

$0.00/month

This is a free plan.

### Starter

$18.00/month

The plan assures a 30-day money back guarantee.

### Productive

$30.00/month

The plan assures a 30-day money back guarantee.

[See full pricing details](https://www.softwareadvice.com/voip/missive-profile/#pricing-and-plans)

### Product: Textline

[Textline](https://www.softwareadvice.com/sms-marketing/textline-profile/)

4.89

[(168)](https://www.softwareadvice.com/sms-marketing/textline-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Textline is a cloud-based text messaging solution, which enables businesses to connect with clients using phone numbers. Customer support teams can and include images, emojis, URLs and other file attachments within messages. Key features of Textline include triggers, multi-factor authentication, announcements and scheduled messages. The Health Insurance Portability and Accountability Act (HIPAA)-compliant platform allows medical professionals to collect patients' consent, set up appointments and utilize internal discussion tools to connect with colleagues. Additionally, administrators can track key performance indicators, send surveys to clients via SMS and set up automated replies for incoming conversations. Textline offers mobile applications for Android and iOS devices, enabling sales teams to receive alerts about new messages, schedule conversations and more. The product is available on monthly subscriptions and support is extended via FAQs, phone, knowledge base, video tutorials and other online measures.... [Read more](https://www.softwareadvice.com/sms-marketing/textline-profile/)

### Best rated features:

Patient Engagement

5.0

Customer History

5.0

Real-Time Notifications

5.0

Appointment Management

5.0

[See all features](https://www.softwareadvice.com/sms-marketing/textline-profile/#key-features)

### Essentials

Custom

Pricing available upon request

Included Agents: 3, Additional Agents: $50 per agent per month

### Pro

Custom

Pricing available upon request

Included Agents: 5, Additional Agents: $70 per agent per month

### Enterprise

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/sms-marketing/textline-profile/#pricing-and-plans)

### Product: NiceJob

[NiceJob](https://www.softwareadvice.com/review-management/nicejob-profile/)

4.86

[(203)](https://www.softwareadvice.com/review-management/nicejob-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

NiceJob is a cloud-based reputation management solution that helps organizations manage reviews, referrals and sales. Key features include emailed review invitations, review reminders, reputation monitoring, website integration, SMS messages with photos, custom invite templates, social accounts and more. NiceJob features automated emails and text messages that trigger customers to leave reviews. Reminders are sent if customers don’t leave a review. Users can create customer stories using photos, comments and tags in the reviews. Customer stories can be published to the website and selected stories can be shared to Facebook, Twitter and LinkedIn as well. NiceJob distributes reviews on sites with the help of a review funnel. The solution automates marketing by integrating with apps such as JOBBER, FieldPulse, Zendesk, Quickbooks, Zapier and Housecall Pro. NiceJob provides its services on a monthly subscription basis. Support is provided via email, live chat, online documents and an online help desk.... [Read more](https://www.softwareadvice.com/review-management/nicejob-profile/)

### Best rated features:

Communication Management

5.0

Social Media Monitoring

5.0

Complaint Monitoring

5.0

Loyalty Program

5.0

### Worst rated features:

Reporting & Statistics

3.0

Alerts/Notifications

3.0

Activity Dashboard

4.0

[See all features](https://www.softwareadvice.com/review-management/nicejob-profile/#key-features)

### Reviews

$75.00/month

\- Get 4x more reviews and up to 2x more customers - Automate review requests and follow-up reminders - Feature reviews on your website with social proof widgets - Automate social sharing of your top reviews - Monitor reviews across the web for quick action... [Read more](https://www.softwareadvice.com/review-management/nicejob-profile/#pricing-and-plans)

### Pro

$125.00/month

\- All the benefits of Reviews PLUS: - Generate repeat business with automated booking reminders - Automate customer referrals with referral campaigns - Reward loyal customers with automated gifting - Get in-depth competitor SEO insights and topics tracking - Automate review replies with AI... [Read more](https://www.softwareadvice.com/review-management/nicejob-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/review-management/nicejob-profile/#pricing-and-plans)

### Product: Preferred Patron Loyalty

[Preferred Patron Loyalty](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/)

4.92

[(109)](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Preferred Patron helps businesses turn one-time customers into repeat customers with loyalty, rewards, messaging, automation, and analytics in one scalable customer retention platform. Built for single-location businesses, growing multi-location brands, franchises, and enterprise programs, Preferred Patron helps teams launch quickly, engage members consistently, and measure what drives return visits, higher spend, and long-term value. Who Preferred Patron is built for: Small businesses and independents launch professional loyalty programs quickly with simple setup, built-in email and SMS, branded member experiences, and practical reporting. Multi-location brands use automation, segmentation, campaign templates, and store-level analytics to keep programs consistent while allowing local offers, events, and promotions. Franchises use role-based access, location hierarchies, shared assets, and templated campaigns so corporate teams can protect the brand while franchisees execute proven playbooks. Enterprises use APIs, KPI reporting, data exports, governance controls, and integrations to connect loyalty data with ecommerce, CRM, BI, and analytics systems. Key capabilities: Loyalty and rewards engine – Create points, cashback, stamp, tiered, milestone, birthday, referral, and member-perk programs. Configure earning rules, redemptions, expirations, bonuses, scheduled offers, auto-issue promotions, and replenishment campaigns. Built-in messaging – Engage members with email, SMS, mobile wallet, and in-app messaging. Automate welcomes, birthdays, win-backs, “miss-you” campaigns, promos, event reminders, and behavior-triggered journeys. Segmentation and automation – Build audiences by visit recency, spend, location, product mix, cohort, membership status, or engagement behavior. Send one-time campaigns or always-on journeys that react to customer activity. Analytics and insights – Track repeat visits, average spend, campaign lift, reward liability, member activity, cohort behavior, SKU performance, and store-level results so teams can see what is working and where to improve. Multi-location management – Maintain brand standards with central templates, shared assets, approval workflows, and corporate guardrails while giving locations flexibility for local calendars, partners, and inventory realities. Kiosk, POS, and check-in options – Support enrollment, check-ins, earning, and redemption through store-front workflows, kiosk enhancements, POS options, and mobile-friendly experiences. APIs and integrations – Connect loyalty data with ecommerce, CRM, analytics, reporting, and other business systems. Export data securely for enterprise reporting. Compliance and deliverability tools – Support consent capture, opt-in management, quiet hours, time-zone handling, and messaging best practices to help protect deliverability, brand reputation, and ROI. Design and branding – Launch with a branded loyalty experience, digital card art, email designs, and campaign creatives. Editions that scale with you: Small Business – Loyalty, messaging, and reporting for 1 to 3 locations. Growth – Advanced automation, larger messaging allowances, and deeper segmentation. Franchise – Multi-location governance, role-based permissions, shared assets, and network-level analytics. Enterprise – APIs, KPI reporting, analytics, data exports, and enterprise controls for high-volume programs. Services that support success: Preferred Patron offers onboarding, migration support, program design guidance, campaign planning, staff and franchisee training, KPI reviews, and ongoing success support. Whether you are a single shop building repeat business or an enterprise standardizing loyalty across hundreds of locations, Preferred Patron gives you a practical customer retention platform built to engage customers, increase repeat visits, and grow long-term loyalty.... [Read more](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/)

### Best rated features:

Point of Sale (POS)

5.0

Activity Tracking

5.0

Customer Activity Tracking

5.0

CRM

5.0

### Worst rated features:

Customer Surveys

3.0

Contact Management

4.0

[See all features](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/#key-features)

### Small Business

$29.00/month

Small Businesses & Independents 1-5 Locations No member limit SMS & Email Marketing Included White-Labeled... [Read more](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/#pricing-and-plans)

### Growth

$199.00/month

Mid-Market | Multi-location Businesses Advanced Features Unlimited Members SMS & Email Marketing Included White-Labeled... [Read more](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/#pricing-and-plans)

### Enterprise

$10,000.00/month

Large and High-volume Businesses Multi-Location & Multi-Region 75 - 300 Location Allowance 250,000 - 1,000,000 Members White-Labeled... [Read more](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/customer-reference-management/preferred-patron-profile/#pricing-and-plans)

### Product: OnePageCRM

[OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/)

4.84

[(107)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/)

### Best rated features:

Calendar Management

5.0

Dashboard

5.0

Customizable Forms

5.0

Customizable Reports

5.0

### Worst rated features:

Referral Tracking

3.0

[See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features)

### Professional

$9.95/month

The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans)

### Business

$19.95/month

The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans)

### Product: Custify

[Custify](https://www.softwareadvice.com/customer-success/custify-profile/)

4.86

[(122)](https://www.softwareadvice.com/customer-success/custify-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain customers, reduce churn rate and improve revenue, contract renewals, product adoption and more. The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities. Custify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events. Custify supports integrations with various third-party applications like Slack and Segment via APIs. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures.... [Read more](https://www.softwareadvice.com/customer-success/custify-profile/)

### Best rated features:

Configurable Workflow

5.0

Real-Time Data

5.0

Reporting & Statistics

5.0

Onboarding

5.0

### Worst rated features:

Collaboration Tools

4.0

Event Triggered Actions

4.0

Contact Management

4.0

[See all features](https://www.softwareadvice.com/customer-success/custify-profile/#key-features)

### Product: LiveAgent

[LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)

4.67

[(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/)

### What users love

-   Unified customer service platform
-   Real-time chat for support
-   Intuitive and simple navigation

### To take in mind

-   Complex and limited email handling
-   Outdated and cluttered interface design
-   Limited and outdated mobile experience

### Best rated features:

Corrective and Preventive Actions (CAPA)

5.0

Drag & Drop

5.0

Transfers/Routing

5.0

Issue Tracking

5.0

### Worst rated features:

Audit Trail

1.0

Multi-Channel Management

2.0

[See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features)

### Small

$15.00/month

$15 agent/month (billed annually) — $19 agent/month (billed monthly)

### Medium

$29.00/month

$29 agent/month (billed annually) — $35 agent/month (billed monthly)

### Large

$49.00/month

$49 agent/month (billed annually) — $59 agent/month (billed monthly)

[See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans)

### Product: Skalin

[Skalin](https://www.softwareadvice.com/customer-success/skalin-profile/)

4.93

[(55)](https://www.softwareadvice.com/customer-success/skalin-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Skalin is the AI-powered Customer Success Platform for Mid-Market B2B SaaS teams. It brings together all your customer data, makes sense of it with AI, and gives your team the clarity to protect revenue and grow accounts — without adding headcount. Skalin sits on top of your CRM (Salesforce, HubSpot, Pipedrive and more). It doesn't replace it — it adds the Customer Success layer your CRM was never built for, connecting your product, support and billing data into one intelligent workspace. 🔎 A true 360° view of every customer Your CSMs shouldn't piece information together across five open tabs. Skalin turns scattered, unstructured data into one intelligent customer record — product usage, conversations, meetings, NPS, revenue and support, all in one place. Your team reads the whole story of an account at a glance, instead of a chapter at a time. ✨ Instant clarity on every account, with Skalin AI Skalin AI reads every customer touchpoint and delivers full context in seconds. It connects the dots across all signals — adoption, conversations, meetings, NPS, revenue — to give a complete picture of each relationship. Before every call, it pulls everything relevant so your CSMs walk in fully briefed, with no prep time wasted. Ask anything about a customer — "what happened in the last three touchpoints?", "what has this account been struggling with?" — and get an immediate answer, drawn from your real data. No tab-switching, no manual search. 📊 Spot the drift early, with Health Scores that learn Skalin's AI agents watch your portfolio around the clock and surface churn risk 3 to 4 weeks before an account goes cold. They catch what humans miss: fading usage, a growing silence, a shift in tone. The score self-calibrates from your real churn signals — no rules to write, no thresholds to tune — and gets sharper over time. When a customer announces they're leaving, the game is usually already over. Skalin raises the alarm long before that. ⚡ Cut the busywork with automated Playbooks Turn your best CSMs' process into automated workflows, triggered by customer signals rather than a calendar. Skalin handles the repetitive follow-ups and task assignments, so your team spends its time on customers instead of admin — and delivers a consistent experience across your whole portfolio. 🤝 Keep customers aligned with the Client Portal Stop sending status emails and start sharing a workspace. The Client Portal is a branded space where your team and your customers stay aligned on goals, tasks and milestones — keeping momentum between meetings and accelerating time-to-value. 🚀 Why Mid-Market teams choose Skalin Live in under a month, not the three to four months heavier platforms often require. No dedicated admin needed to run it. Priced for your size, not an enterprise budget. Skalin is a genuine alternative to platforms like Gainsight and Planhat — good tools, often calibrated for organisations far larger than yours, with the setup time and complexity that come with them. Built for CS teams of roughly 1 to 15 people at B2B SaaS companies who want a platform their team will actually adopt and use every day. Among the top-rated Customer Success platforms on G2, rated 4.9/5 by the teams who use it.... [Read more](https://www.softwareadvice.com/customer-success/skalin-profile/)

### Best rated features:

Contact Management

5.0

Customer Experience Management

5.0

Task Management

4.9

Customer Management

4.9

### Worst rated features:

Real-Time Notifications

3.0

[See all features](https://www.softwareadvice.com/customer-success/skalin-profile/#key-features)

### Product: Vectera

[Vectera](https://www.softwareadvice.com/voip/vectera-profile/)

4.79

[(106)](https://www.softwareadvice.com/voip/vectera-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Vectera is a meeting management solution, which helps businesses streamline processes related to appointment scheduling, video conferencing, communication management and more. The platform enables organizations to create encrypted video rooms for clients, facilitating interaction tracking, document sharing and recording. Vectera comes with white-label capabilities, which allow enterprises to personalize the interface using a custom logo, colors and themes to establish brand identity. Features of the solution include annotations, notes and contact synchronization, co-browsing, whiteboarding, video recording, conversation recording and more. Additionally, users can utilize screen-sharing functionality to discuss presentations/contracts, give demos and take notes for reference. Vectera supports integration with various third-party applications such as G Suite, Microsoft Office 365, Dropbox, Google Drive, iCloud and more. It is available on monthly subscriptions and support is extended via email, FAQs, documentation and other online measures.... [Read more](https://www.softwareadvice.com/voip/vectera-profile/)

### Best rated features:

Online Booking

5.0

Confirmations/Reminders

5.0

Presentation Streaming

5.0

Meeting Management

5.0

### Worst rated features:

Two-Way Audio & Video

3.0

File Sharing

3.0

HD Audio/Video

3.3

Video Conferencing

4.0

[See all features](https://www.softwareadvice.com/voip/vectera-profile/#key-features)

### Free

$0.00/month

This is a free plan.

### Pro

$9.99/month

The plan offers a 14-day free trial.

### Business

$21.99/month

The plan offers a 14-day free trial.

[See full pricing details](https://www.softwareadvice.com/voip/vectera-profile/#pricing-and-plans)

### Product: Aligned

[Aligned](https://www.softwareadvice.com/crm/aligned-profile/)

4.94

[(47)](https://www.softwareadvice.com/crm/aligned-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Aligned's digital sales room simplifies complex deals, engages buyers, and reduces time-to-value for sales teams. All customer communication, processes, content, and tools are all centralized in Aligned so that users no longer have to chase emails week after week.... [Read more](https://www.softwareadvice.com/crm/aligned-profile/)

### Best rated features:

Collaboration Tools

5.0

Project Management

5.0

Sales Onboarding & Training

5.0

Customer Segmentation

5.0

### Worst rated features:

Real-Time Updates

4.0

[See all features](https://www.softwareadvice.com/crm/aligned-profile/#key-features)

### Product: Chaty

[Chaty](https://www.softwareadvice.com/customer-success/chaty-profile/)

4.98

[(41)](https://www.softwareadvice.com/customer-success/chaty-profile/)

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Chaty helps businesses interact with customers, on their preferred channels including WhatsApp, Facebook Messenger, Telegram, Viber, Skype, Line, Email, Instagram, WeChat, Snapchat, TikTok, Google Maps, Vkontakte, Waze, Discord, Slack, Microsoft Teams, LinkedIn, and more. Team can make improvements to the customer's experience by using insights and feedback shared by your customers in a direct chat. Users can set triggers and targeting rules for chat widgets based on specific pages, dates, times, exit intent, or page scroll.... [Read more](https://www.softwareadvice.com/customer-success/chaty-profile/)

### Best rated features:

Search/Filter

5.0

Interaction Tracking

5.0

Chat/Messaging

5.0

Real-time Consumer-facing Chat

4.9

### Worst rated features:

Usage Tracking/Analytics

4.0

Geotargeting

4.0

[See all features](https://www.softwareadvice.com/customer-success/chaty-profile/#key-features)

### Product: ChurnZero

[ChurnZero](https://www.softwareadvice.com/crm/churnzero-profile/)

4.73

[(129)](https://www.softwareadvice.com/crm/churnzero-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content. Key features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services. ChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.... [Read more](https://www.softwareadvice.com/crm/churnzero-profile/)

### Best rated features:

Activity Tracking

5.0

Onboarding

5.0

Alerts/Notifications

5.0

Account Management

5.0

### Worst rated features:

Email Marketing

3.7

Communication Management

3.7

Text Analysis

3.8

[See all features](https://www.softwareadvice.com/crm/churnzero-profile/#key-features)

### Product: EngageBay CRM

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.65

[(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable and feature-rich plans
-   Intuitive and user-friendly interface

### To take in mind

-   Email deliverability and limitations
-   Limited reporting and analytics depth

### Best rated features:

Responsive Web Design

5.0

Multi-Campaign

5.0

Customer Engagement

5.0

Service Level Agreement (SLA) Management

5.0

[See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features)

### Product: monday CRM

[monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/)

4.69

[(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/)

### What users love

-   User-friendly and intuitive interface
-   Highly customizable workflow management
-   Efficient client relationship tracking

### To take in mind

-   Expensive for small teams

### Best rated features:

Opportunity Management

5.0

Lead Scoring

5.0

Prioritization

5.0

Project Management

5.0

### Worst rated features:

Dashboard

2.0

Meeting Management

3.0

Campaign Management

3.0

Data Security

3.5

[See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features)

### Basic

$12.00/month

### Standard

$17.00/month

### Pro

$28.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans)

### Product: Rocketlane

[Rocketlane](https://www.softwareadvice.com/customer-success/rocketlane-profile/)

4.72

[(127)](https://www.softwareadvice.com/customer-success/rocketlane-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, optimizing resource utilization, and eliminating revenue leakage before it happens. Plus, our state-of-the-art client-facing experience keeps clients aligned every step of the way, delivering transparency and trust. Rocketlane is the only PSA tool that seamlessly bridges the gap between operational efficiency and exceptional service delivery, empowering PS leaders to drive growth and profitability with confidence!... [Read more](https://www.softwareadvice.com/customer-success/rocketlane-profile/)

### Best rated features:

Electronic Forms

5.0

Mobile App

5.0

Customizable Branding

5.0

Projections

5.0

[See all features](https://www.softwareadvice.com/customer-success/rocketlane-profile/#key-features)

### Essential

$19.00/month

### Standard

$49.00/year

### Premium

$69.00/year

[See full pricing details](https://www.softwareadvice.com/customer-success/rocketlane-profile/#pricing-and-plans)

### Product: LaunchBay

[LaunchBay](https://www.softwareadvice.com/client-onboarding/motion-io-profile/)

4.84

[(49)](https://www.softwareadvice.com/client-onboarding/motion-io-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

3,819 characters, comfortably under the 4k ceiling. Here it is, paste-ready: LaunchBay is customer onboarding and implementation software for B2B software companies, agencies, and professional service firms. It gives the team responsible for getting new customers live one place to run every onboarding, see exactly where each one stands, and reach go-live faster, without hiring more staff or adding to their team's workload. Onboarding usually lives in scattered spreadsheets, email threads, and shared drives. Information comes back in pieces, follow-up eats your team's week, and no one can say with confidence which launches are on track and which are quietly slipping. LaunchBay replaces that with a structured, repeatable process and real-time visibility across every active onboarding. Visibility and reporting: Ops and implementation leaders get a live view of every engagement in one dashboard, with project health scores, current status, and exactly what is holding each launch up and who owns the next step. At-risk and overdue onboardings are flagged automatically, so you can step in before a customer feels the delay instead of finding out after. Structured data and document collection: Replace the back-and-forth of email and spreadsheets with structured forms, document requests, and approvals, each tracked item by item. Conditional logic and validation make sure information comes back complete the first time, and built-in reminders handle the chasing for you. Contracts and sign-offs live alongside the rest of the onboarding, so signatures never sit in a separate tool. Dynamic workflows and templates: Turn your best onboarding into reusable templates for projects, documents, forms, and tasks, then refine them as you learn what works. Dynamic workflows route each customer down the right path based on their answers, and automations advance stages, assign work, and send reminders as tasks get done. Branded customer portal: Every customer gets a secure, branded portal reached through a single magic link, with no logins or passwords to manage. They see exactly what is theirs to do and by when, complete tasks, upload files, follow progress, and always know the next step, without emailing your team. Communication and meetings: A shared message center keeps every conversation tied to the work, with private internal notes your customer never sees. Meetings, action items, and transcripts are logged in one record you can analyze and share, so decisions and commitments never get lost. LaunchAI: LaunchAI adds AI agents that watch every account for you. They surface frustrated customer sentiment, catch overdue work, and pull out decisions buried in comments and meetings, then draft the next move for one-click approval. A built-in AI assistant answers questions and takes action across all of your projects, and connects to the AI tools you already use so you can run LaunchBay from wherever you work. Who uses LaunchBay: LaunchBay fits implementation, onboarding, customer success, and operations leaders at growing B2B companies, the people accountable for moving every new customer from signed to live. Software companies use it to standardize implementation, agencies and service firms use it to onboard and deliver for their customers, and any team buried in onboarding email uses it to get that time back. Unlike general project management tools, LaunchBay is built specifically for onboarding and implementation, so the workflows, portal, reminders, and reporting all speak the language of getting a customer live. Teams move off the spreadsheets and email threads they were using to track it by hand and give both their own people and their customers a single, current source of truth. The result is faster launches, fewer things falling through the cracks, and a first experience that makes every new customer feel like a win, not a fire drill.... [Read more](https://www.softwareadvice.com/client-onboarding/motion-io-profile/)

### Best rated features:

Monitoring

5.0

Archiving & Retention

5.0

User Management

5.0

Forecasting

5.0

[See all features](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#key-features)

### Essentials

$19.00/month

For individuals getting started with a professional, client-facing setup. Includes unlimited clients and projects — you only pay for team members. Start with a single seat and scale from there.... [Read more](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#pricing-and-plans)

### Standard

$49.00/month

For teams ready to remove the manual work from their day-to-day. Includes everything in Essentials, plus automations, integrations, time tracking, and advanced reporting. You only pay for team members, not the clients you serve.... [Read more](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#pricing-and-plans)

### Premium

$69.00/month

For bigger teams that want full white-labeling and advanced controls. Includes everything in Standard, plus a fully white-labeled portal experience where your brand is the only thing clients see. Minimum 3 team members.... [Read more](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#pricing-and-plans)

### Product: Upnify CRM

[Upnify CRM](https://www.softwareadvice.com/business-management/upnify-crm-profile/)

4.77

[(64)](https://www.softwareadvice.com/business-management/upnify-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Upnify CRM is a customer relationship management solution designed by business leaders for the international market. It allows users to track each of your contacts, generating more opportunities that can translate into new business for your company. Upnify provides tools that simplify activities that impact executive work, saving time and increasing efficiency. Change your management skills with Upnify, standardizing the phases of your business process and making a good impression on your potential customers.... [Read more](https://www.softwareadvice.com/business-management/upnify-crm-profile/)

### Best rated features:

Calendar Management

5.0

Activity Dashboard

5.0

Interaction Tracking

5.0

Multi-Channel Communication

5.0

### Worst rated features:

Website Visitor Tracking

2.0

[See all features](https://www.softwareadvice.com/business-management/upnify-crm-profile/#key-features)

### Basic

$17.00/month

[See full pricing details](https://www.softwareadvice.com/business-management/upnify-crm-profile/#pricing-and-plans)

### Product: LearnUpon

[LearnUpon](https://www.softwareadvice.com/lms/learnupon-profile/)

4.74

[(140)](https://www.softwareadvice.com/lms/learnupon-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LearnUpon’s Agentic Learning Platform is the LMS of the future, built to elevate human capability in the AI era. By pairing human ingenuity with specialized AI agents, our platform automates heavy administrative workflows to deliver hyper-personalized learning experiences, empowering learning leaders to recapture energy and elevate strategic impact. LearnUpon offers a set of features designed to deliver fast and efficient training through an intuitive platform. The platform's course creation feature allows users to design personalized learning content tailored to the learners' needs and preferences. The training delivery feature supports on-demand training, while also collecting feedback from learners to foster continuous improvement. LearnUpon is focused on learner engagement, offering a solution that is hyper-focused on enhancing the overall learner experience through interactive methods. LearnUpon's AI-based features enable organizations to transform learning programs by leveraging intelligent automation and personalization. With LearnUpon's generative AI tools, users can rapidly create engaging course content, including summaries, exams, scripts, images, and videos, transforming the course creation process from weeks to seconds. The platform enhances learning experiences through interactive bots acting as coaches and personalized assessments that promote critical thinking and reflection among learners. By offering personalized learning journeys based on individual interests and needs, LearnUpon's AI capabilities enable organizations to scale their training efforts User management features within LearnUpon can be used to automate tasks such as user creation and enrollments. Additionally, LearnUpon's portal allows users to create unique training environments personalized for different audiences, all from a single centralized location. With its built-in reporting tools, integrations for enhanced automation, and a user-centric approach to building engaging training programs, LearnUpon equips organizations with a sophisticated yet user-friendly solution for their training needs.... [Read more](https://www.softwareadvice.com/lms/learnupon-profile/)

### Best rated features:

Enrollment Confirmation

5.0

Synchronous Learning

5.0

Blended Learning

5.0

Social Learning

5.0

[See all features](https://www.softwareadvice.com/lms/learnupon-profile/#key-features)

### Product: Channels

[Channels](https://www.softwareadvice.com/product/99434-Crazy-Call/)

4.83

[(36)](https://www.softwareadvice.com/product/99434-Crazy-Call/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Channels is a customer service solution for call centers and client success teams that offers tools including channel management, live chat, call management, eCommerce integration, contact history, and more. With Channels, users can utilize customer data from connected eCommerce systems such as Magento, Pipedrive, and Shopify in order to gain more context to aid customer queries and service requests. The Channels platform is designed to provide agents with data on customer order history, contact details, order information, and more. The live chat integration functionality allows businesses to connect their existing live chat tool with the Channels system in order to automatically distribute customer conversations to the relevant agents via phone calls when needed. Customer support calls can be managed from anywhere using the Channels mobile apps for Android and iOS, and the Click-to-Call widget allows agents to easily switch between devices without losing customer details. Other call management tools include IVR, automatic routing, call recording, toll-free numbers, and more.... [Read more](https://www.softwareadvice.com/product/99434-Crazy-Call/)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/product/99434-Crazy-Call/#pricing-and-plans)

### Product: Bettermode

[Bettermode](https://www.softwareadvice.com/product/145606-Bettermode/)

4.73

[(94)](https://www.softwareadvice.com/product/145606-Bettermode/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Bettermode is an all-in-one customer community platform to engage customers and build meaningful experiences. A community built on Bettermode is a customer hub with many use cases. Product teams collect ideas and feedback. Customer support and success teams build resource centers and knowledge base. Marketing teams communicate with customers, organize events, and scale content creation. Key elements include complete customization, embeddable widgets, modern design, comprehensive API, gamification, analytics, powerful moderation tools, newsletter system, integration with popular tools, and more. Bettermode lets users start a discussion and provides additional functionalities that allow them to ask questions, start polls, organize events, follow people, comment on discussions and share content. In addition, community managers can customize the platform by adding a branded site header and footer. The solution can integrate with multiple tools such as Google Analytics, Slack, HubSpot, Hotjar, and MailChimp. Bettermode's localization capability allows companies to build multilingual communities with 30+ International languages.... [Read more](https://www.softwareadvice.com/product/145606-Bettermode/)

### Best rated features:

Document Storage

5.0

User Profiles

5.0

Group Management

5.0

Text Editing

5.0

[See all features](https://www.softwareadvice.com/product/145606-Bettermode/#key-features)

### Starter

$399.00/month

### Growth

$1,500.00/month

### Enterprise

Custom

Pricing available upon request

For large businesses or those in regulated industries.

[See full pricing details](https://www.softwareadvice.com/product/145606-Bettermode/#pricing-and-plans)

### Product: Product Fruits

[Product Fruits](https://www.softwareadvice.com/saas-management/product-fruits-profile/)

4.73

[(89)](https://www.softwareadvice.com/saas-management/product-fruits-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive guidance tools. It is used by software companies, SaaS providers, and digital product teams to simplify onboarding processes, reduce churn, and enhance product engagement without requiring coding knowledge. The platform includes features such as interactive tours and guides that help users navigate applications, onboarding checklists that break down complex tasks, and contextual hints and tooltips that highlight key functionalities. It provides in-app announcements through pop-ups, banners, and newsfeeds to share updates. Tools for measuring user satisfaction, such as NPS surveys, are included, along with a feedback widget for gathering user input. A 24/7 in-app support button is available for assistance. AI-powered features automate the creation of welcome tours, feature guides, and announcements, streamlining content development. Onboarding flows can be triggered based on user activities using custom events. A knowledge base organizes content for self-service support. The platform is designed to work within existing software environments and includes security measures to protect data.... [Read more](https://www.softwareadvice.com/saas-management/product-fruits-profile/)

### Best rated features:

For No-Code Development

5.0

Learning Management

5.0

Employee Onboarding

5.0

Visual Analytics

5.0

### Worst rated features:

User Management

2.0

Reporting & Statistics

2.5

API

3.8

[See all features](https://www.softwareadvice.com/saas-management/product-fruits-profile/#key-features)

### Starter

$111.00/month

For startups gaining momentum

### Pro

$187.00/month

For scaleups growing rapidly

### Business

$374.00/month

For leaders scaling through contextual onboarding

[See full pricing details](https://www.softwareadvice.com/saas-management/product-fruits-profile/#pricing-and-plans)

### Product: Survicate

[Survicate](https://www.softwareadvice.com/product/31821-Survicate/)

4.63

[(99)](https://www.softwareadvice.com/product/31821-Survicate/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on them with confidence. With advanced analysis tools, AI-powered insights, and 360-view customizable dashboards, Survicate helps you turn raw feedback into actionable strategies that boost customer satisfaction, reduce churn, refine products, and sharpen marketing efforts. Connect Survicate seamlessly with various native integrations and act on the collected insights instantly. Key features include: - Run highly targeted surveys via email, link, website, in-product, and mobile apps - Connect 40+ native integrations, like HubSpot, Braze, Slack, Salesforce, and more - Visualize real-time data with customizable Dashboards & widgets - Analyze & categorize feedback & sentiment faster with the AI-powered Insights Hub - Instantly uncover trends and customer needs with the Research Assistant AI chat - Collect feedback in multiple languages to automatically reach a global audience Common use cases include: - Identify feature requests, uncover usability issues, and validate ideas directly with users. Prioritize roadmaps based on real feedback gathered via in-product, mobile, and web surveys. - Run post-interaction CSAT and NPS® surveys to understand customer satisfaction and improve performance. Spot detractors early and respond before they churn. - Collect insights to improve messaging, conversion, and brand positioning. Test landing page effectiveness or campaign recall with targeted surveys & analyze results quickly with AI. Then, connect with 40+ native integrations to automate workflows & personalize communications effortlessly. - Understand user experience inside mobile & web apps. Catch negative feedback before it hits review sites by triggering contextual surveys based on app behavior​​. Aggregate reviews from external sites and easily categorize, extract insights, and analyze with AI. - Reach audiences in multiple languages through multilingual surveys with personalized logic. Capture consistent feedback globally while centralizing data for efficient analysis. - Use the AI-powered Research Assistant to summarize qualitative responses and trends at scale. Run continuous research with targeted surveys and surface unexpected insights through the Insights Hub​.... [Read more](https://www.softwareadvice.com/product/31821-Survicate/)

### Best rated features:

Review Monitoring

5.0

Campaign Management

5.0

Generative AI

5.0

Real-Time Notifications

5.0

### Worst rated features:

Survey/Poll Management

3.0

[See all features](https://www.softwareadvice.com/product/31821-Survicate/#key-features)

### Free

$0.00

For beginners just starting to collect feedback. No strings attached. ✔️ AI survey creator ✔️ Survey templates ✔️ Collecting feedback across email, link, and web surveys ✔️ Up to 25 responses per month ✔️ 1 active survey at a time ✔️ Basic CRM integrations, like HubSpot & Intercom ✔️ 30-day data retention ✔️ Survey limits: 300 responses per survey, 1,000 responses per organization... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Starter

$79.00/month

For short-term projects or testing and experimenting with feedback. ✔️ 2 active surveys ✔️ Unlimited responses with overage charges ✔️ Add your company logo ✔️ Build a brand theme library ✔️ Custom intro and thank-you screens ✔️ Survey-level analytics ✔️ Export raw data and visual reports ✔️ AI survey answers categorization ✔️ AI Research Assistant chat ✔️ Talk with a human in less than 5 min ✔️ Book office hours with Customer Success... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Growth

$49.00/month

For teams running regular customer feedback programs. ✔️ Unlimited active surveys ✔️ Recurring surveys ✔️ Static Feedback Button ✔️ Manage survey frequency and throttling ✔️ Recall respondent and answer data ✔️ Multilingual surveys ✔️ Target by session behavior, attributes, cookies ✔️ Retarget based on previous responses ✔️ AI sentiment analysis ✔️ Insights Hub ✔️ Categorize feedback from App Store, Play Store and Google Business Reviews into topics ✔️ Question-level topic categorization with AI ✔️ 10 user seats ✔️ Manage roles & permissions ✔️ Hide Survicate branding... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Product: Retently

[Retently](https://www.softwareadvice.com/customer-experience/retently-profile/)

4.87

[(31)](https://www.softwareadvice.com/customer-experience/retently-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Retently is a web-based customer experience management platform. The software measures customer satisfaction throughout the buyer journey to provide insights. The platform is customizable, and users can integrate it with third-party applications to help streamline workflows and manage feedback. Retently boosts customer experiences with cross-channel feedback tools to identify channels customers are likely to engage. Segmentation uses real-time data to deliver personalized experiences. Retently provides a suite of tools to boost response rates. The automation and routing process aims to improve follow-up strategies. Businesses can also use the software to gauge product experience through sentiment analysis and collecting feedback across multiple platforms.... [Read more](https://www.softwareadvice.com/customer-experience/retently-profile/)

### Best rated features:

Third-Party Integrations

5.0

Text Analysis

5.0

Mobile Survey

5.0

Customer Segmentation

5.0

### Worst rated features:

Customer Database

2.0

Complaint Monitoring

2.0

Chat/Messaging

2.0

Customizable Forms

2.0

[See all features](https://www.softwareadvice.com/customer-experience/retently-profile/#key-features)

### Basic

$50.00/month

The plan is billed annually.

### Essential

$179.00/month

The plan is billed annually.

### Professional

$359.00/month

The plan is billed annually and offers a free trial.

[See full pricing details](https://www.softwareadvice.com/customer-experience/retently-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/customer-success/?page=2)[3](https://www.softwareadvice.com/customer-success/?page=3)[4](https://www.softwareadvice.com/customer-success/?page=4)[5](https://www.softwareadvice.com/customer-success/?page=5)[6](https://www.softwareadvice.com/customer-success/?page=6)[7](https://www.softwareadvice.com/customer-success/?page=7)

## Popular Comparisons

[

LiveAgent vs Zendesk Suite

](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[

eWay-CRM vs Pipedrive

](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[

LiveChat vs Zoho Desk

](https://www.softwareadvice.com/help-desk/livechat-profile/vs/zoho-desk/)[

Front vs Missive

](https://www.softwareadvice.com/crm/front-profile/vs/missive/)

## Your Guide to Top Customer Success Software, April 2025

Software Advice uses reviews from real software users to highlight the top-rated Customer Success products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Custify](https://www.softwareadvice.com/customer-success/custify-profile/)
-   [Front](https://www.softwareadvice.com/crm/front-profile/)
-   [GUIDEcx](https://www.softwareadvice.com/hr/guidecx-profile/)
-   [HubSpot Service Hub](https://www.softwareadvice.com/crm/hubspot-service-hub-profile/)
-   [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)
-   [MeltingSpot](https://www.softwareadvice.com/crm/meltingspot-profile/)
-   [Motion.io](https://www.softwareadvice.com/client-onboarding/motion-io-profile/)
-   [Pipefy](https://www.softwareadvice.com/scm/pipefy-procurement-profile/)
-   [Rocketlane](https://www.softwareadvice.com/customer-success/rocketlane-profile/)
-   [TeamSupport](https://www.softwareadvice.com/crm/teamsupport-profile/)
-   [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)
-   [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

As a customer success manager, do you often face challenges fostering and sustaining customer relationships and find yourself losing out on long-standing customers? Opting for a customer success solution can help you prevent such instances from happening and ensure that your customers always get the support and services they need from your team. 

[Customer success software](https://www.softwareadvice.com/customer-success/) helps you better manage customer relationships and enable high quality interactions that lead to increased loyalty and customer satisfaction. The software also helps create reports showcasing how customers interact with your websites for additional analytics. 

This guide provides all the information you need to choose the right customer success software for your business.

## What is customer success software?

Customer success software is a software solution that helps customer success teams maximize customer lifetime value by fostering long-term, mutually beneficial relationships. It helps automate manual customer service processes such as onboarding new clients and helping them set up a product or service. 

Customer success software sends contract expiry alerts and provides tools to track software usage data. It also helps measure customer satisfaction levels via surveys, allowing businesses to identify improvement areas in customer experience.

## What are some common features of customer success software?

-   **Customer onboarding:** Sets up user accounts and provides resources such as training materials and tutorials to help customers best utilize product features. Customer onboarding allows your customer success team to ensure a smooth transition into using your products with minimal disruption and maximum efficiency.
    

-   **Customer engagement:** Tracks customer interactions to help you better understand their needs, preferences, and interests and deliver tailored solutions to ensure more successful outcomes. You can set up automated messages to interact with customers, receive notifications on account activity, and run surveys or polls to measure satisfaction levels after customers interact with your product or service.
    

-   **Usage tracking/analytics:** Monitors and measures customer interactions, usage patterns, and product adoption rates, providing valuable insights into user behavior to help identify improvement areas or opportunities for further engagement. Analytics also provides real-time data on the performance of various software features as well as trends in how users engage across different channels over time.
    

-   **Net promoter score (NPS):** Measures customers' willingness to recommend your product or service to others. NPS provides easy-to-understand insights into how likely your customers are to refer you to their friends, family, colleagues, and acquaintances. NPS helps your customer success team understand customer sentiment to improve retention rates, boost loyalty, and create a better customer experience.
    

-   **Account management:** Tracks customer account interactions, manages contracts, and provides insights into software usage data. With account management, you can better understand what individuals or groups of customers need to succeed, and you can tailor your products or services accordingly.
    

## What are the benefits of using customer success software?

-   **Improves customer retention:** Customer success software provides valuable insights that help you understand customer behavior, preferences, and needs. You can then tailor your offerings to better meet customer expectations and boost retention. The software also helps monitor how well your business is delivering on promises while simultaneously tracking client interactions, ultimately leading to lower customer churn rates.
    

-   **Enhances customer satisfaction:** Customer success software automates processes such as running customer feedback surveys and offering personalized support. These features provide valuable insights into customer needs, preferences, and experiences to help your business identify where to focus to ensure customers are consistently happy with your products or services.
    

-   **Boosts customer loyalty:** By offering insights into customer behavior and preferences, customer success software helps your business better understand customer needs and provide personalized offerings to increase satisfaction levels. This boosts loyalty, as your customers feel valued. You can also use the software to promote customer retention campaigns, such as discounts and incentives, to strengthen customer loyalty over time.
    

## What are the potential issues with customer success software?

-   **Data security**: Customer success software solutions manage and store customer data that can be confidential or sensitive in nature. Any breach, unauthorized access, or misuse of such data can have serious consequences for your business, leading to legal action or loss of customer trust. Therefore, take data security seriously when shortlisting a customer success tool for your small business.
    

-   **Cost**: Purchasing a customer success platform can be costly and requires significant upfront investment. Software implementation, maintenance, and ongoing support all require resources that may not fit your organization's budget. Also, there are often additional costs associated with customization or integration with existing systems, which could further add to the overall expenses.
    

-   **Poor user experience:** User experience is a crucial factor in the success of any customer success platform. Poor user experience will result in your teams struggling to navigate the software or finding it too difficult to use. The ideal user experience should make any interaction simpler and more efficient by offering intuitive menus, clear instructions, easy navigation options, and helpful support resources. You can achieve good UX through feedback loops, which allow for continuous improvement of product features as well as customizations that meet your business’s individual needs better than generic solutions.
    

## How much does customer success software cost?

Most customer success software products are priced on a “per month” basis, and their entry-level pricing plan ranges from **$13 to $30+\*** per month. An enterprise product that’s priced higher may include additional features such as customizable dashboards, automated customer journey mapping, and a customer health score finder.

_\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of Jan. 7, 2023._

## Key considerations when purchasing customer success software

-   **Assess whether the software tracks customer interactions and customer data**. An ideal customer success solution should track customer interactions and customer data to help you understand your clients better, identify improvement areas and growth opportunities in customer experience, and provide personalized services. Tracking customer interactions also helps uncover trends that could lead to new service or product offerings while providing valuable insights into what motivates your customers. It allows you to understand how you engage with customers, enabling teams across departments to focus on the same goals and objectives when interacting with clients.
    

-   **Check the level of automation the software offers.** A customer success solution automates customer-related tasks such as onboarding, customer support ticket tracking, account management, and renewal notifications, saving your team time and allowing them to focus on more strategic activities that drive revenue growth. Automated customer service processes also reduce the risk of costly errors due to manual input or oversight while providing valuable insights into customers’ needs.
    

-   **Evaluate the integration capabilities of the software.** Integrating a customer success tool with other customer-facing platforms, such as CRM software, allows you to gain a holistic view of a customer's journey and identify potential opportunities for improvement. This lets you offer a personalized experience, improve customer engagement and loyalty, track key performance metrics, and ultimately drive success. Integration also helps streamline processes by eliminating manual data entry or duplicate records.
    

**Sources**

Products evaluated for the pricing calculation were taken from Software Advice’s [Customer Success software](https://www.softwareadvice.com/customer-success/) directory, sorted by the number of reviews. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Software Advice’s directory that offer them. 

**Disclaimer**

This customer success software buyers guide was authored by SoftwareAdvice’s content team. We develop our guides using the author’s expertise, insights from 2M+ unique user reviews, and our proprietary data science algorithms to identify trends in user sentiment, preferences, and priorities. Some text was generated with assistance from AI tools.

### Related Customer Success Software

-   [CRM Software](https://www.softwareadvice.com/crm/)
-   [Client Onboarding Software](https://www.softwareadvice.com/client-onboarding/)
-   [Contact Management Software](https://www.softwareadvice.com/crm/contact-management-comparison/)
-   [Customer Experience Software](https://www.softwareadvice.com/customer-experience/)
-   [Customer Journey Mapping Tools Software](https://www.softwareadvice.com/customer-experience/journey-mapping-comparison/)
-   [Customer Retention Software](https://www.softwareadvice.com/customer-retention/)