39 Beste Customer Success Software 2026

Hiver is a modern AI-powered customer service platform aimed at enhancing customer success. It helps teams manage all customer conversations across email, live chat, WhatsApp, voice, SMS, and social media from one unified, email-like interface.

Why I Picked Hiver: I chose Hiver because even though it has a strong feature set (shared inbox, knowledge base, automations, live chat, smooth internal collaboration), it still has a very simple, easy-to-use interface. It rejects the tradeoff that robust, feature-rich tools are also complex and clunky to use. Given that its interface is familiar to most of us, there isn’t much of a learning curve to the tool. You don’t need extensive training to get started. Setting up the tool and hitting the ground running takes a few minutes. 

Hiver Standout Features & Integrations

Features include Hiver AI, which embeds AI capabilities across all touchpoints of the customer support journey. For example, the AI Copilot helps agents respond to customers through contextual answers, reply drafts, tone adjustments, and more, while the AI Agents help you set up autonomous workflows to handle FAQs, follow-ups, and other actions. It also has AI Insights that use conversations to forecast issues and risks.

Integrations include Aircall, Asana, Jira, Okta, QuickBooks, Salesforce, Slack, WhatsApp, and Zapier and 100+ other platforms. 

Velaris is an AI-powered platform designed to support Customer Success (CS) teams in understanding customer needs, automating workflows, and enhancing collaboration. It centralizes customer information from various systems into a single, intuitive 360-degree view, regardless of the complexity of your segments. 

Why I Picked Velaris: With AI-driven insights, you can quickly understand your customers' needs and behaviors. Velaris lets your team monitor customer health scores and sentiment analysis in real time, so you can address issues before they become bigger problems. This proactive approach helps keep your customers happy and loyal. Plus, with customizable success plans, you can tailor strategies for different customer segments, delivering personalized experiences that really connect with each client. 

The customer portal feature supports in-app collaboration, allowing your team and your clients to work together on projects and tasks. This can improve communication and help you better understand what your customers need. 

Velaris Standout Features & Integrations

Features include AI-driven sentiment analysis that helps you understand customer emotions, 360-degree customer data views, and automation of daily workflows. The platform's project management tools streamline task assignments, while its customer portal enhances collaboration across teams.

Integrations include HubSpot, Salesforce, Slack, Microsoft Teams, Intercom, MailChimp, Outlook, Google Drive, and Jira.

SurveySparrow is a comprehensive voice of customer (VOC) platform aimed at improving customer experiences through its advanced survey and feedback collection tools. It features AI-driven insights, conversational surveys, and multi-channel feedback options, enabling businesses to connect with customers through various platforms.

Why I Picked SurveySparrow: I like that it includes conversational surveys designed to boost response rates through engaging formats and supports omnichannel feedback collection via email, social media, and QR codes. Additionally, with ticket management, the software allows you to convert survey responses into actionable tickets for timely issue resolution. 

SurveySparrow also offers AI insights, powered by Cognivue. This feature digs deep into large sets of data to pull out actionable insights. It's especially useful when you have tons of feedback from surveys and online reviews and need to make sense of it quickly. With AI insights, you get a clearer picture of customer sentiments and trends, which aids in crafting strategies that are customer-focused.

SurveySparrow Standout Features & Integrations

Features include survey customization options that let you tailor questions to fit your audience. You can utilize automated workflows to streamline the feedback collection process. The tool provides deep analytics, giving you valuable insights into customer sentiments and operational efficiency.

Integrations include Gmail, Google Sheets, Slack, Microsoft Teams, Salesforce, HubSpot, Zendesk, Jira Software Cloud, NetSuite, Pipedrive, QuickBooks Online, and Mailchimp.

Freshdesk (a product of Freshworks Inc.) is a customer service platform designed to help teams manage customer inquiries and collaborate more effectively. It brings together ticketing, automation, and reporting tools within a centralized workspace, allowing teams to handle routine requests alongside more complex support issues in a structured way.

Why I Picked Freshdesk

I picked Freshdesk for how it supports AI assisted customer support while still keeping agents in control of workflows. Freddy AI can assist with tasks such as ticket triage, prioritization, and language translation, which helps reduce manual effort and supports more consistent handling of incoming requests. These capabilities, combined with reporting and analytics, give teams useful visibility into support activity without requiring major changes to how agents work.

Freshdesk Key Features

In addition to its AI-powered capabilities, Freshdesk offers a range of features that cater to customer success needs:

• Ticketing System: It provides a shared inbox and internal threads to streamline communication, ensuring no customer query goes unanswered.
• Self-Service Tools: Your customers can access a multilingual knowledge base and community forums, allowing them to find answers independently without waiting for support.
• Routing and SLA Automation: This feature automates ticket dispatch and prioritizes tasks, enabling your team to focus on critical customer issues.
• Security Features: Freshdesk ensures data protection through role-based access control, single sign-on, and IP whitelisting, safeguarding sensitive customer information.

Freshdesk Integrations

Integrations include Shopify, Slack, Microsoft Teams, Playvox, Jira, Salesforce, Google Workspace, Trello, Mailchimp, and HubSpot.

Sogolytics is a robust online survey and feedback management platform designed to help organizations gather critical insights and make data-driven decisions. 

Why I picked Sogolytics: One of its standout features is the ability to track and analyze customer feedback in real time, allowing companies to address issues promptly and improve customer satisfaction. The platform offers customizable dashboards that provide a holistic view of the customer journey, highlighting key touchpoints and trends.

Another reason Sogolytics is a top choice for customer success is its integration with various communication channels. This integration ensures that surveys can be distributed through multiple touchpoints across the customer journey, including through email, SMS, and social media, providing a comprehensive understanding of customer sentiment. 

Standout Features & Integrations:

Features include advanced reporting that allows you to switch between surveys and apply advanced filtering options. The tool also offers unique features like a Survey Calendar and the ability to merge surveys for comprehensive analysis. You'll find the matrix question feature well-designed, simplifying complex survey structures.

Integrations include Salesforce, Microsoft Dynamics, Google Analytics, Slack, Mailchimp, HubSpot, Zendesk, Tableau, and Zapier. 

Product Fruits is a user onboarding software that helps businesses understand their customers' needs and track their satisfaction levels through surveys and feedback. 

Why I Picked Product Fruits: the software helps product owners onboard new customers and engage existing ones by creating interactive in-app flows such as surveys and messaging.

The surveys and feedback mechanisms are easy to set up and customize, making it simple to get started with collecting customer feedback. Users can add videos and screenshots to provide greater context and clarity. You can automate surveys and feedback requests to collect customer feedback regularly. The tool also offers real-time reporting and analytics, giving businesses the ability to monitor customer satisfaction levels of a product and respond to feedback quickly.

Product Fruits Standout Features & Integrations

Features include in-app surveys and feedback widgets that gather user insights seamlessly, interactive onboarding guides to navigate new users through your app, and custom event triggers to personalize the onboarding experience. These tools are crafted to ensure your team can collect and act on user feedback effectively.

Integrations include Mixpanel, Heap, Google Analytics, Customer.io, Slack, HubSpot, Smartlook, Sessionstack, and Segment.

Front is a customer service platform that combines the efficiency of a help desk with the personal touch of email or chat applications.

Why I picked Front: Front stands out for its commitment to delivering excellent customer service at scale, combining the efficiency of a help desk with email and/or chat applications, all while being powered by AI to ensure fast, top-quality service.

Its capabilities, such as the omnichannel inbox, AI chatbots, and workflow automation, enable teams to manage customer interactions effectively. What makes Front different is its emphasis on collaboration and the ability to integrate customer data and context into every conversation, ensuring personalized and fast responses.

Front Standout Features & Integrations

Features include shared inboxes, email templates, automated rules, internal comments, message assignments, reminders, integrated calendars, real-time analytics, and multi-channel communication.

Integrations include over 110 systems, including Facebook, WhatsApp, Twitter, Salesforce, Slack, Asana, Zoom, Gmail, Shopify, and more.

Tidio is a customer success software that helps customer experience teams manage customer interactions using live chat, email marketing, chatbots, and customer feedback.

Why I Picked Tidio: Tidio helps you engage with customers proactively, understand their needs, and resolve their issues. Its ticketing system enables your customer experience teams to track and resolve customer queries and requests. The software includes a knowledge base and community forum for sharing best practices, providing a searchable database of articles and FAQs that can be used to resolve customer queries.

Tidio’s live chat tool enables you to engage in real-time customer conversations. You can also build and configure chatbots which help send automatic replies for missed conversations and personalized messages for returning visitors. Tidio also helps you segment customers and site visitors based on behavior so that you can send personalized messages.

Tideo Standout Features & Integrations

Features include a real-time visitor tracking system that lets you see who is on your website and engage them promptly. You can use chatbots to automate responses and gather information even when you're not available. Tidio also offers email marketing capabilities, allowing you to follow up with customers or send newsletters, further enhancing customer engagement.

Integrations include email integration, which is helpful for having multiple email inboxes. Integrations include Zendesk, Google Analytics, Pipedrive, Mailchimp, OpenCart, and thousands more through Zapier.

Missive is a collaborative inbox software designed to enhance team communication by integrating email management with collaborative tools. It's crafted to help teams manage their email interactions more effectively, turning usual email tasks into opportunities for teamwork.

Why I Picked Missive: I picked Missive because it merges email management and team collaboration into a single, seamless experience. Unlike traditional inboxes, it lets your team chat directly within email threads, draft responses together, and assign ownership to ensure accountability. I also like that Missive supports workload balancing, so messages are automatically distributed to available team members, preventing bottlenecks and ensuring faster responses. Its task conversion feature is another standout — you can turn customer messages into actionable tasks, helping your team stay organized and track follow-ups efficiently.

Missive Standout Features & Integrations

Features include collaborative drafting so multiple team members can write and edit responses together, internal chat within email threads for quick discussions, and shared inboxes that provide transparency across your customer-facing team. You can also automate message routing, set up rules for task assignment, and integrate real-time live chat for direct customer engagement.

Integrations include Google Workspace, Office 365, Salesforce, Slack, HubSpot, Zapier, Dropbox, Google Drive, Asana, ClickUp, Trello, and Shopify.

Zendesk is customer success software that helps businesses manage customer conversations across multiple channels in one workspace. It gives your team the tools to provide consistent, personalized support whether customers reach out by email, chat, social media, or phone.

Why I Picked Zendesk: I chose Zendesk for its ability to centralize all customer communications and data into a single view, giving agents full context on each interaction. This unified workspace means your team can respond faster and with greater accuracy, without switching between tools. Its AI-powered agents also handle common inquiries and route complex issues to the right people, reducing manual workload and ensuring customers get help quickly.

Zendesk Standout Features & Integrations

Features include smart routing to match each inquiry with the most qualified agent, prebuilt dashboards and analytics to track metrics like Customer Satisfaction (CSAT) and Net Promoter Score (NPS), and Sunshine Conversations for integrating messaging channels such as WhatsApp and Facebook Messenger. These capabilities help CX teams deliver responsive, personalized service.

Integrations include Geckoboard, eWebinar, Klaus, TypeGenie, Nicereply, Hootsuite, Mailchimp, PandaDoc, Trello, Jira, Dialpad, and Zapier.

Guru is an AI-powered platform designed to improve enterprise search, intranet, and knowledge management. It serves as a single source of truth, providing instant answers by integrating with existing workflows and tools. 

Why I picked Guru: Guru can help your customer success team by integrating directly with your tools and providing real-time AI-powered response suggestions based on your internal knowledge database. This gives you quick access to knowledge across your entire company's system, ensuring you're providing customers with the most accurate information.

For example, if a customer inquires via email about your product but is on the fence because of the pricing, Guru can offer smart suggestions, like the kinds of discounts currently available based on existing internal documentation and sales collateral.

Standout Features & Integrations:

Features include the ability for users to easily access AI-generated answers by typing questions into Guru’s search bar, significantly reducing time spent searching for information. Users can copy answers, provide feedback, and flag incorrect information, which helps improve the AI's performance over time. The AI Training Center allows workspace admins to review and improve answer accuracy, reassign flagged questions, and coach team members on effective questioning.

Integrations include Slack, Salesforce, Microsoft Teams, Google Drive, GitHub, Jira, HubSpot, Dropbox, Asana, Trello, BambooHR, Freshdesk, Notion, ServiceNow, Airtable, and Adobe Workfront.

Dock is a customer onboarding and deal management software that helps customer success teams ensure new users make the most of their products.

Why I picked Dock: This software earned its spot on my list because of its customizable customer portals. These centralized spaces house documents, proposals, quotes, and other important items where clients can access them easily. They also facilitate collaboration through task management and customizable project plans.

What's nice about the platform is that it helps sales teams nurture potential customers and track them through the buyer's journey. For example, digital sales rooms create a space for sharing educational content, and analytics tools allow users to better understand prospect behaviors.

Standout Features & Integrations:

Features include customizable client portals where you can manage and share resources with ease. Dock's task-tracking system helps you keep an eye on project timelines and deliverables. The tool's branding capabilities allow you to reflect your company's identity in all client interactions.

Integrations include HubSpot, Salesforce, Slack, Zoom, Airtable, Pandadoc, Typeform, and more.

ChurnZero customer success software is a cloud-based customer success platform that helps you manage churn risks. It's designed to help you identify your most at-risk customers, engage them, and retain them.

Why I picked ChurnZero: ChurnZero uses data science to identify at-risk customers based on what they've done in the past and what they're doing now. The software then uses machine learning to predict which customers are likely to leave, so you can take action before they do. ChurnZero customers can use the platform's features to identify their most at-risk customers; set up automated messages to encourage engagement with these customers; and use a predictive model to reach out to these customers before they leave.

ChurnZero is a simple, easy-to-use customer success software that helps you avoid customer attrition. The tool provides actionable insights into your customer behaviour and lets you track their activities across many online platforms at once. It also offers an automated retention process for keeping an eye on your users and ensuring they don't leave.

ChurnZero Standout Features & Integrations

Features include automated customer journeys that adapt to real-time data, providing timely interventions when customers show signs of disengagement. Real-time alerts notify your team of significant changes in customer behavior, allowing for quick responses. The platform also offers in-depth analytics to track customer health scores, helping you identify at-risk customers.

Integrations include Salesforce, Hubspot, Netsuite, Close.io, Spiro, Zoho CRM, Chargebee, Microsoft Dynamics CRM, Pipedrive, Copper, Freshsales, Zendesk Sell, Teamwork CRM, Helpscout, Jira, Segment, Pendo, and other tools. ChurnZero also offers a REST API if you would like to integrate your data into a system not listed.

Guidde is the generative AI platform for customer success teams to create how-to video guides. It enables your team to capture workflows in seconds, leveraging AI to generate detailed step-by-step guides in multiple formats that customers will understand.

Why I Picked Guidde: Guidde's AI simplifies the video creation process, from text-to-voice with translation in 100+ languages to adding professional-looking visual effects. You can even share your guides as a link, MP4, PDF, or HTML file, allowing your team to tailor your content to diverse audiences.

The platform's easy-to-use interface enables your team to incorporate your brand elements, such as logos and colors, into your video guides. This ensures that all your documentation aligns with your company's visual identity, enhancing brand consistency.

Guidde Standout Features & Integrations

Features include video editing tools, customizable branding, and analytics that help you track engagement with your content. You can also utilize integrations with platforms like Slack and Salesforce to streamline your workflow. Additionally, the platform's security features, such as role-based access and authentication options, ensure your content remains protected.

Integrations include Salesforce, Google Drive, Microsoft OneDrive, Slack, Zoom, Zendesk, ServiceNow, Notion, Chrome, Confluence and more.

Planhat is an all-in-one customer success software solution that allows users to easily and accurately manage customer relationships, track customers’ usage of their products, identify areas of improvement, and create personalized support services. 

Why I Picked Planhat: What makes Planhat stand out from other customer success solutions is its ability to collect data from multiple sources such as email, web analytics, social media channels, and CRM systems. This data is used to create tailored analytics dashbaordcs and reports to inform strategies for improving customer engagement and loyalty.

Planhat also offers detailed analytics reports that provide insights into customers’ behavior and preferences. With its intuitive interface, Planhat makes it easy for users to navigate the program and make informed decisions about how best to interact with their customers.

Planhat enables users to tailor their customers’ experiences according to their preferences, creating an environment that encourages loyalty. There are also detailed customer profiles, which provide an in-depth look into each user’s journey. This allows users to adjust strategies easily to meet cutomer needs.

Planhat Standout Features & Integations

Features include advanced data transformation that allows your team to convert complex data into actionable insights without coding. Customizable object configurations let you tailor the platform to fit your specific business needs. Granular access control ensures that your team has the right level of access to sensitive customer information, enhancing security.

Integations include Aircall, Pendo, Segment, SatisMeter, Stitch, Pipedrive, Salesforce, Outlook, Complete CSM, Jira, Mixpanel, Inercom, Mailchimp, Snowflake, Slack, Delighted, Chili Piper, Gmail, Promoter, Ctrl,Zendewsk, Hubspot, FReshdesk, Mandrill, and more if you have a separate account with Zaperi (may incur additional costs). 

GuideCX is a customer experience management platform that provides a centralized location for managing customer interactions and improving customer satisfaction.

Why I Picked GuideCX: GuideCX is used for customer and client onboarding as a means of improving customer satisfaction and success. The platform provides a centralized location for managing customer interactions, making it easy to ensure that customers receive a consistent and positive experience. GuideCX provides tools for automating onboarding processes, reducing manual tasks, and improving efficiency.

GuideCX also provides tools for monitoring customer engagement and usage, making it easy to identify potential issues and take action to address them. The platform integrates with other tools and systems, such as CRM and marketing automation platforms, which helps to provide a complete view of the customer experience. By using GuideCX for customer and client onboarding, organizations can improve the customer experience, increase customer satisfaction, and drive customer success.

GuideCX Standout Features & Integrations

Features include the ability to automate task assignments, providing real-time updates on project status, and offering a client-facing portal for transparency. You can customize templates to fit your specific onboarding needs, making the process more efficient for both your team and your clients.

Integrations include Salesforce, Hubspot, Microsoft Dynamics, Marketo, Pardot, Zendesk, Freshdesk, Stripe, Recurly, Jira, Trello, and other common apps.

Podium is a customer success software that helps organizations manage customer engagement, communication, and feedback to improve customer satisfaction and retention.

Why I Picked Podium: Podium customer success software is a comprehensive platform for SMS marketing and text marketing. With Podium, organizations can send personalized text messages to customers, such as appointment reminders, promotional offers, and other important updates. 

Podium also automates routine tasks and workflows, including SMS marketing campaigns. For example, Podium can be used to automate the sending of promotional offers and appointment reminders via SMS. Podium provides tools for personalizing SMS marketing messages based on customer data, such as location, behavior, and preferences. This makes it possible to create targeted SMS marketing campaigns that are more relevant and effective. 

Podium Standout Features & Integrations

Features include AI-driven campaign generation that helps craft targeted messages, and robust review management tools that allow you to manage your online reputation across platforms like Google and Facebook. The platform's contact management centralizes customer interactions, providing an all-in-one inbox for various communication channels. Additionally, its video chat feature supports real-time customer interactions, enhancing engagement.

Integrations include Salesforce, Hubspot, Zoho CRM, Marketo, Pardot, Stripe, PayPal, Facebook, Twitter, Instagram, Zendesk, Freshdesk, Yelp, and TripAdvisor.

Catalyst customer success software is a powerful customer relationship management platform that helps you to deliver personalized experiences to your customers for upselling and retention strategies. 

Why I Picked Catalyst: Catalyst helps you capture more leads, boost conversions, retain your existing customers, and grow your revenue with detailed analytics. They accomplish this using tools like automated customer communication follow-ups based on predetermined rules. You can create rules based on the behavior of customers, such as if they don't open emails, send them a reminder email. Or, if they haven't logged in to your platform for two weeks, then send them a "we miss you" email. With this, you can follow up automatically with customers who are not engaging with your brand anymore.

They also offer comprehensive lead scoring. This feature allows businesses to classify leads into different categories based on their likelihood of becoming a customer. This feature helps businesses understand which customers are most likely going to convert into sales, return purchasers, upsells, and even brand advocates.

Catalyst Standout Features & Integrations

Features include customer health monitoring, which keeps you informed about client satisfaction levels. You can also use automated playbooks that guide your team in executing consistent and effective customer interactions. Additionally, Catalyst's reporting tools provide insights into customer trends and potential growth areas, helping you make informed decisions.

Integrations include Zendesk, Service Cloud, Salesforce, Google platforms, Outlook, Jira, Slack, Snowflake, Redshift, Segment, BigQuery, Redshift, Amazon S3, and Mixpanel.

SkillJar is a cloud-based learning management system (LMS) designed to help organizations create, manage, and distribute online training courses to their employees or customers. It can be used for your customer success strategy by helping your customers become better acquainted with your product or service through dedicated training programs.

Why I Picked SkillJar: SkillJar can play an important role in customer success initiatives by providing a platform for onboarding and training, knowledge management, customer engagement, measuring success, and continual improvement. The platform makes it possible to create and deliver customized onboarding and training programs, which can help new customers get up and running quickly and effectively. By providing a centralized repository of knowledge and resources, SkillJar can make it easier for customers to find the information they need when they need it. 

In general, SkillJar boasts excellent ease of use, an intuitive user interface, and the ability to create and manage professional-looking online courses quickly. It offers customizable features, robust reporting and analytics, and excellent customer support. 

SkillJar Standout Features & Integrations

Features such as gamification, quizzes, and interactive content can help keep customers engaged and motivated to continue learning and using the product. With reporting and analytics capabilities, SkillJar can help measure the impact of customer success initiatives, allowing organizations to track progress and adjust their strategies as needed. 

Integrations include Salesforce, Marketo, Stripe, PayPal, Single-Sign-On (Okta, OneLogin, and Google SSO), and more if you have an account with Zapier (may incur additional costs). 

Nextiva is a powerful cloud-based communication and customer experience platform that integrates voice, video, messaging, and collaboration tools into a single, cohesive solution.

Why I picked Nextiva: I picked Nextiva for its features designed specifically to support customer success teams, including its personalized journey orchestration, which allows businesses to track and analyze customer interactions across all touchpoints. By leveraging AI-powered insights, Nextiva helps businesses understand customer behavior and preferences, enabling them to create tailored engagement strategies. This level of personalization is crucial for building strong customer relationships and driving long-term loyalty

In addition to its journey orchestration capabilities, the platform’s voice analytics feature uses machine learning algorithms to assess call data, offering insights into customer sentiment and agent performance. This helps businesses identify trends and areas for improvement. Furthermore, Nextiva’s real-time dashboards enable managers to monitor key performance indicators such as response times and resolution rates, allowing for swift adjustments to enhance service delivery. 

Nextiva Standout Features & Integrations

Features include AI-powered contact center capabilities, which offer real-time sentiment analysis and conversational analytics to better understand customer perceptions. The platform also supports inbound and outbound voice interactions, live chat, and social media engagement. You can benefit from automated workflows that streamline communication and improve response times.

Integrations include Salesforce, HubSpot, Microsoft Teams, Zoho CRM, Zendesk, G Suite, Microsoft Outlook, Slack, ServiceNow, QuickBooks, SugarCRM, NetSuite, Oracle Sales Cloud, RingCentral, and Mailchimp.