25 Best Customer Success Software of 2024

Akita is a customer success management tool that provides businesses with the capability to track customer interactions, manage tasks, and automate customer success processes.

Why I picked Akita: Akita assists customer success teams in monitoring and engaging with their customers effectively. It offers features such as customer health scores, which help in assessing the risk of churn and identifying opportunities for growth, and automated playbooks, which ensure consistent follow-up actions based on specific customer behaviors or milestones.

The task management system within Akita allows for the organization and prioritization of customer success activities, while the integration capabilities ensure that customer data from various sources is centralized, providing a holistic view of customer interactions. These features collectively aid in the retention and satisfaction of customers, ultimately contributing to the sustained success of a business.

Akita Standout Features & Integrations

Features include personalized dashboards, a 360° Customer View tool that compiles customer data, automated workflows, and customer segmentation tools that allow users to tailor strategies based on behavior, demographics, or product usage.

Integrations include HubSpot, Paymo, Capsure CRM, Stripe, Kayako, Freshsales, Help Scout, Mailjet, Pipedrive, Salesforce, Segment, and Zendesk.

Churn360 is a customer success software designed to help reduce churn and improve customer retention. It can help you monitor customer behavior, identify at-risk customers, and take proactive steps to keep them engaged and satisfied.

Why I picked Churn360: The software — as its name suggests — provides users with a 360-degree view of their customers. What does this mean? It pulls together customer data from various sources (like your CRM, communication channels, and financial platforms) to provide a holistic overview of a customer's lifecycle and history with your company. This helps team members pick up on accounts they're unfamiliar with and provide exceptional, contextual support.

You can also automate various parts of your CX processes with the platform. You can also segment customers to target them with specific communications, manage success campaigns, and set automated actions based on behavioral triggers. A health score is also calculated for each customer to give you a quick pulse on their engagement and churn risk.

Churn360 Standout Features & Integrations

Features include customer data profiles, shared dashboard, customer journey mapping, segmentation, campaign management, automated tasks, push notifications, and analytics and reporting tools.

Integrations include Intercom, Pipedrive, HubSpot, Chargebee, Freshdesk, Jira, Gmail, Outlook, Zoho CRM, Stripe, Zendesk, and Segment, among others.

Freshdesk is a customer service software that leverages artificial intelligence to assist businesses in managing customer support interactions. The platform's emphasis on AI-powered conversations and no-code bots, coupled with an efficient ticket management system, positions it as a leading solution for scaling customer support operations effectively.

Why I Picked Freshdesk: I selected Freshdesk for the 'customer success software' category due to its integration of AI-powered automation and collaboration tools that facilitate proactive customer support. What distinguishes Freshdesk is its comprehensive solution that combines AI-driven conversations, no-code bots, and efficient ticket management, enabling a unified approach to customer service. I believe Freshdesk is best suited for AI-powered customer support as it enables support teams to provide consistent and timely assistance, manage a high volume of tickets through a unified workspace, and enhance operational efficiency with AI-driven automations and workflows.

Freshdesk's advanced ticketing system consolidates customer support interactions from multiple channels into a single interface, enabling agents to manage and prioritize tickets effectively. The platform offers self-service options that empower customers to find solutions on their own, reducing the number of incoming support requests. Additionally, Freshdesk leverages AI-powered automations for tasks like ticket routing and categorization, which aids in productivity and helps agents focus on more complex issues. Collaboration tools within Freshdesk facilitate agent communication, promoting knowledge sharing and collective problem-solving. 

Freshdesk Standout Features & Integrations

Features include ticketing, collaboration, automations, self service, reporting & analytics, customizations, and a secure helpdesk. These features are designed to enhance customer support and service management.

Integrations include Freshchat for messaging, Freshservice for IT service management, and Freshmarketer for marketing automation. It also connects with Google Calendar, MailChimp, Segment, Zapier, Office 365, Google Apps, Slack, Facebook, LinkedIn, Jotform, Typeform, Calendly, Email Parser by Zapier, and ClickFunnels Classic to facilitate various business processes.

UserGuiding is a customer success software that provides businesses with tools to create in-product experiences for users without the need for coding. 

Why I Picked UserGuiding: UserGuiding provides a suite of tools designed to assist businesses in managing and improving their customer success initiatives. It is designed to assist businesses in improving their user onboarding process, which can lead to increased trial conversions, decreased need for demo calls, increased user activation rates, and increased user session duration.

The platform also offers features such as interactive product walkthroughs, onboarding checklists, resource centers, and user segmentation, which are aimed at improving user onboarding and adoption rates. Additionally, UserGuiding provides tools for in-app surveys, tooltips, hotspots, announcement modals, and net promoter surveys (NPS) to gather customer feedback.

UserGuiding Standout Features & Integrations

Features include in-app surveys, tooltips and hotspots, announcement modals, a user onboarding cost calculator, the ability to create a dedicated page to keep users updated on the software, as well as webinars, podcasts, ebooks, and a blog to educate users about onboarding best practices and the software's capabilities.

Integrations include Intercom, Mixpanel, Segment, Slack, Google Analytics, Google Tag Manager, Woopra, and HubSpot.

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 tours and walkthroughs, tooltips, feedback widget, life ring button, in-app announcements, knowledge base, and onboarding checklists.

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

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 client account insights, chatbots, custom dashboards, customer health scores, customer journeys, customer segmentation, artificial intelligence, workflow automations, real-time alerts, reporting & analytics, REST API access, customer surveys, and third-party integrations/add-ons.

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.

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 customer data management, filters, sandbox environment, shared inbox, NPS, automations, dashboards, revenue management, customer portqal,custom roles & permissions, single-sign-on, customer health scores, task management, alerts, and third-party integrations/add-ons. 

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). 

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. 

Another key feature of Podium is its ability to monitor customer engagement and usage, including SMS engagement. This helps organizations to identify customers who are not responding to text messages and take action to re-engage them.

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 customer communication, feedback management, customer engagement, automated workflows, customizable dashboards, analytics & reporting, text marketing, payment processing, website chat, and third-party integrations/add-ons.

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

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.

For customer success initiatives, GuideCX provides a streamlined approach to customer onboarding that can help to improve customer satisfaction and reduce churn. With GuideCX, customer success teams can create custom onboarding journeys for each customer that align with their unique needs and goals. This includes providing personalized training and resources, setting clear expectations, and tracking progress towards success.

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 customer onboarding, customer engagement, customizable journeys, automations, analytics & reporting, customer feedback, and third-party integrations/add-ons.

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

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 custom dashboards, customer health scores, journey mapping, email automation, playbooks, workflow tools, customer segmentation, data import & export, customer activity tracking, and third-party integrations/add-ons.

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