# Freshsuccess Software Reviews, Demo & Pricing - 2026

> Review of Freshsuccess Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

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

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Freshsuccess

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Overview

# Freshsuccess 2026: Benefits, Features & Pricing

Wondering if Freshsuccess is right for your organization?

Our Customer Success Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

Freshsuccess

4.6

[(8)](https://www.softwareadvice.com/customer-success/freshsuccess-profile/#reviews)

Pricing

Pricing available upon request

### About Freshsuccess

Freshsuccess is a customer success platform that helps businesses streamline operations related to customer account health tracking, client segmentation, workflow configuration and more on a centralized platform. It enables employees to identify and automatically receive alerts to handle customer churn, new advocates, expansion opportunities and other activities.

Freshsuccess allows administrators to define milestones, create to-do lists and configure rule-based workflows to manage processes across customer onboarding, business reviews and renewals. The email automation functionality lets teams use a drag-and-drop interface to create custom emails and auto-trigger campaigns based on customer behavior and lifecycle phases. Additionally, with the team management module, managers and leaders can generate reports to gain insights into employee, workflows and overall customer journey performance.

Freshsuccess provides an application programming interface (API), which enables organizations to integrate the platform with several third-party solutions, including Netsuite, Zoho CRM, Chargebee, Quickbooks, Okta and more. It is available on annual subscriptions and support is exten...

ded via FAQs, documentation and email

Wondering if Freshsuccess is right for your organization?

Our Customer Success Software selection experts can help you in 15 minutes or less.

## Freshsuccess User Interface

## Popular Freshsuccess Alternatives

Main Product

Freshsuccess

4.6

[(8)](https://www.softwareadvice.com/customer-success/freshsuccess-profile/#reviews)

Ratings Breakdown

-   4.38Ease of use
-   5.0Value for money
-   4.75Customer support
-   4.50Functionality

Pricing

Available upon request

Get Price

Alternative Product

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

4.7

[(1786)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Ratings Breakdown

-   4.57Ease of use
-   4.64Value for money
-   4.69Customer support
-   4.57Functionality

Pricing

Starting at $15.00 per month

Get Price

Alternative Product

[Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)

4.2

[(995)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/)

Ratings Breakdown

-   3.98Ease of use
-   4.16Value for money
-   3.97Customer support
-   4.28Functionality

Pricing

Starting at $69.00 per month

Get Price

Alternative Product

[Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

4.5

[(2213)](https://www.softwareadvice.com/crm/zoho-desk-profile/reviews/)

Ratings Breakdown

-   4.39Ease of use
-   4.46Value for money
-   4.30Customer support
-   4.46Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

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

4.4

[(4081)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Ratings Breakdown

-   4.33Ease of use
-   4.16Value for money
-   4.26Customer support
-   4.36Functionality

Pricing

Starting at $55.00 per month

Get Price

Alternative Product

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

4.7

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

Ratings Breakdown

-   4.54Ease of use
-   4.70Value for money
-   4.80Customer support
-   4.59Functionality

Pricing

Starting at $14.99 per month

Get Price

## Freshsuccess Pricing and Plans

Starting price: $578.00

Free Trial

Free Version

Basic

$578.00

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Freshsuccess Features

-   Popular features found in Customer Success
    
    Customer Engagement
    
    Onboarding
    
    Reporting/Analytics
    
    Usage Tracking/Analytics
    
-   More features of Freshsuccess
    
    Account Alerts
    
    Account Management
    
    Activity Dashboard
    
    Activity Tracking
    
    Alerts/Escalation
    
    API
    
    Behavior Tracking
    
    Campaign Management
    
    Collaboration Tools
    
    Communication Management
    
    Configurable Workflow
    
    CRM
    
    Customer Database
    
    Customer Management
    
    Customer Segmentation
    
    Customizable Reports
    
    Customizable Templates
    
    Dashboard
    
    Data Import/Export
    
    Email Management
    
    Feedback Management
    
    Health Score
    
    Interaction Tracking
    
    Performance Metrics
    
    Reporting & Statistics
    
    Revenue Management
    
    Segmentation
    
    Task Management
    
    Third-Party Integrations
    
    Workflow Management
    

## Freshsuccess Integrations

Agile CRM

Integration rated undefined from -1 review

Close

Integration rated undefined from -1 review

HubSpot CRM

Integration rated undefined from -1 review

Insightly

Integration rated undefined from -1 review

Sage Intacct

Integration rated undefined from -1 review

Google Calendar

Integration rated undefined from -1 review

See all 44 integrations

## Freshsuccess User Reviews

Overall Rating

4.6

Ratings Breakdown

5

63%

4

38%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.4

Value for money

5.0

Customer support

4.8

Functionality

4.5

Have you used Freshsuccess and would like to share your experience with others?

Garrett G.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

Fantastic

5

So far very good experience with Natero. We haven't been using the platform long enough yet to judge its effectiveness on measuring health and likelihood of churning, but based on the datasets we're pulling in, I'm pretty confident that it's going to do the job very well. Our CES team is thrilled about having Natero.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

By it's nature, Natero is a very complicated product. It ties together a bunch of different datasets and presents them as a unified indicator of client health. To Natero's credit, they've done a very good job of creating a team and process that can get a new client from A to B. For the most part, implementation was painless - with only the instances of data issues on our end slowing things down or complicating the process. The integrations team was all over helping us get set up, and I was very pleased that Natero built a custom integration into a 3rd party tool so we could pull in NPS data and associate it with client accounts. The app works great and is easy to use once you've learned where everything is in the platform.

Cons:

I can't say anything negative about Natero - for the complexity of this kind of product and the data it pulls in, everything was relatively easy. The only thing that would have helped might have been more direct involvement with us on the integration process to speed things up. We had tons of interaction with the onboarding team, but I think we might have been able to speed up our particular onboarding process if we'd had a dedicated person walking through it with us. That said, for the pricing compared to enterprise level solutions, I'm extremely happy with this.

Read More

Vance P.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Success Defined!

5

As a small CS shop in a startup we wanted a big time solution on a start up budget. We got more than we anticipated in the area of immediate positive results for the CSM's. Increased visibility with integrated ability to manage the entire life cycle of customers. Individually designed custom account dashboards and workflows makes choosing Natero a true game changer and allows us to implement repeatable success

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The platform is as simple or as complex as desired. Integrations are seamless. Reporting functionality is top notch. Support is unmatched, Echo Song is priceless. I would implement this solution into my families home life if I could.... and I just might!

Cons:

The only thing I can even come up with as a "dislike" and it is still a positive. It is that the Natero platform has so many effective features, apps and processes that one would be hard pressed to become a pro on them all.

Read More

Supreet K.

Verified reviewer

Internet

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed December 2018

Easy to use tool to capture progress regularly

4

It's been pretty great overall. I am now - - better able to assess progress with my accounts - see all my weekly calls, updates in one place - take action on any red flags immediately - manage upsell/churn effectively - see all client communication in one place

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Earlier, we used to capture a lot of account related stuff on Google Sheets. That was okay for a small team, but as we scaled from a team of 4 to 20 (and still growing) - things started getting difficult and we realised we needed a proper Customer Success tracking tool to capture all of our account related updates, actionables, goals, tasks and track them on an ongoing period. The tool is easy to use - has several dashboards that give quick overviews, integration has easy and Natero can capture data from multiple sources which eventually decides the account Health Score - an important tracking metric for any CS team.

Cons:

At times, the tool becomes slow and unuseable. Some of the data points take longer than usual to sync.

Read More

SP

Shaune P.

Verified reviewer

E-Learning

201-500 employees

Used daily for less than 2 years

Review source

Reviewed July 2019

Great Customer Success Tool

5

Ratings Breakdown

4

Ease of use

5

Customer support

4

Functionality

Pros:

I use Natero daily to manage the health of my client's accounts. It took some time to learn how to navigate, but within a couple of weeks, it's extremely familiar. It tracks all of the important metrics, is quite customizable from an admin perspective, allows users to create lists and dashboards, as well as send email campaigns to contact lists that you can create (including customizable templates or with HTML). Their support is absolutely fantastic; fast to reply to tickets and questions and extremely thorough in their follow-ups.

Cons:

I would like the ability to see which links users click on within the newsletters that we send - generally just more info with the campaigns in general because I'm not able to fully maximize the potential there.

Read More

George M.

Verified reviewer

E-Learning

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2019

An already great product, with a lot of potential

5

It allows us to have a main point of reference for all accounts, and integrate our insight into each one, whether it is the CSM's opinion, our platform's usage, their contracts, etc.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

The reporting functionality and capabilities are quite extensive. The home page of each client is customizable and can provide extensive insight into each one at a glance. Integrations with multiple external platforms have been very useful to us. The Support and Customer Success departments are very helpful and responsive.

Cons:

Although very extensive, the reporting functionality has a steep learning curve and might appear difficult to less experienced team members. We have got less usage out of the Email Center than we would like to, as this is still lacking some critifical functionality for us.

Read More

SP

Shaune P.

Verified reviewer

E-Learning

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2018

Great product & outstanding support

4

Makes the day-to-day tracking and follow-ups really easy and intutive.

Ratings Breakdown

5

Ease of use

5

Customer support

4

Functionality

Pros:

We live in Natero at our company; great metrics available to manage the health of our accounts effectively. The insights and tracking of product usage are excellent, and any time I've had an issue, the support team acts on it immediately and professionally.

Cons:

I'd love to see some enhanced things around email campaigns and automated workflows in terms of comms.

Read More

EP

Elizabeth P.

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Great, easy to use platform

5

The software has been great and very useful for our team.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Gets the job done for our CS team; easy to use and has all of the features we need.

Cons:

There are a lot of features we don't use unfortunately. I wish it could be slightly easier to figure out what we need to be using and how we could adopt the rest of the features.

Read More

SE

Star E.

Computer Software

201-500 employees

Used daily for less than 6 months

Review source

Reviewed June 2017

Flexible, user friendly with great reporting

4

The ability to organize tasks and sub task per customer with ease.

Ratings Breakdown

4

Ease of use

5

Value for money

3

Customer support

4

Functionality

Pros:

The reporting is really strong! It is nice to be able to dig deep into the data to discover patterns The ease of integrating systems. Oh and importing data is the fastest experience I have ever had. Less than a second to import thousands of data points. Incredible! You feel heard when you give suggestions and feedback

Cons:

The onboarding experience could use a little polishing but you kind of expect that in a growing company.

Read More

Showing 1 - 8 of 8 Reviews

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