Alternatives to CustomerSuccessBox
Compare CustomerSuccessBox alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CustomerSuccessBox in 2026. Compare features, ratings, user reviews, pricing, and more from CustomerSuccessBox competitors and alternatives in order to make an informed decision for your business.
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CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! -
2
Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
3
FROGED
FROGED Technologies
FROGED transforms the way companies connect with their customers by combining Human Touch + AI in one secure omnichannel platform. We help businesses deliver smarter, faster, and more personalized interactions—always putting people at the center of technology. With full visibility, traceability, and control, FROGED empowers agents and managers with centralized data to drive efficiency, productivity, and new revenue opportunities. Our solutions include: 1. Unified Omnichannel Inbox: All conversations, all channels, one place—without losing context or personalization. 2. Mass Campaigns & Conversational Marketing: Reach more customers with segmentation and hyper-personalization, turning one-to-many messages into meaningful one-to-one conversations. 3. AI Copilot, Agentic AI & AI Workflows: From summarizing interactions and automating Tier 1 support to creating custom workflows that integrate seamlessly with your tools.Starting Price: $32.5 per month -
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Userlane
Userlane
Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support. -
5
Chameleon
Chameleon
Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supportsStarting Price: $279 per month -
6
Storylane
Storylane
Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.Starting Price: $50 per user per month -
7
Churn360
Churn360
Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. Churn360 combines customer’s data that is spread across multiple SaaS products like CRM, Helpdesk, Billing software, etc. All these data are consolidated into a single dashboard that is easy to use and convenient for your customer success managers to get a 360-degree view of the customer. Churn360 also provides features like playbook automation, customer onboarding, customer journey mapping and tracking, surveys to effectively assist the customers in various circumstance leading to reduced customer churn and thus increase retention.Starting Price: $399 -
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ChurnZero
ChurnZero
ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints. -
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Planhat
Planhat
Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement. -
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VENMATE
VENMATE
Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience. -
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ClientSuccess
ClientSuccess
Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer. -
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Totango
Totango
Totango is a customer success platform built to help businesses streamline operations, drive retention, and scale revenue without limits. Designed for cross-functional teams, it unifies customer data, health insights, and engagement tools into one connected system. With flexible dashboards, automated workflows, and best-practice playbooks, teams can efficiently manage complex accounts and multi-product environments. Totango equips organizations to understand customer health in real time, proactively reduce churn, and deliver value at every stage of the journey. Its enterprise-grade security ensures data remains protected while teams execute at scale. As companies grow, Totango adapts with them, supporting thousands of customers through digital programs or high-touch strategies. -
13
Aligned
Aligned
Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.Starting Price: $29/seat/month -
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Vitally
Vitally
Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.Starting Price: $99.00/month -
15
RevSetter
RevSetter
Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth. -
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SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
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Userpilot
Userpilot
Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.Starting Price: $249 per month -
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Staircase AI
Staircase AI
Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn. -
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Upland Kapost
Upland Software
The Upland Kapost content operations platform unites revenue teams to speak in one voice across each customer journey. Because we know those managing the complexity of end-to-end content—particularly at scale—deserve a platform that’s up to the challenge. Upland Kapost Premier Success Plans eliminate the need for costly custom services and build a solid foundation for your success. Platinum is our top-tier plan, and it provides your business with the highest level of experience and value. -
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CustomerGauge
CustomerGauge
CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today. -
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Catalyst
Totango
Catalyst is a customer growth platform built to help revenue teams move beyond simple task management and focus on delivering real business outcomes. Instead of chasing checklists, your team prioritizes the goals each customer bought your product to accomplish. The platform aligns CS, sales, and revenue functions around customer impact, transforming your post-sales motion from reactive support into proactive value delivery. With automated workflows and insights, Catalyst helps you deliver recurring moments that strengthen retention and drive expansion. Teams gain full visibility into health, risk, and opportunity signals, making it easier to act early and scale success. The result is a unified GTM engine that retains more revenue, expands more accounts, and drives predictable growth. -
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SuccessGuardian
SuccessGuardian
SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. Features of the Product: 1. Customer 360 View : Identify and tackle risks proactively, ensuring smooth customer success operations and greater customer satisfaction. 2. Customer Health Score : Identify at-risk accounts early by monitoring various customer health indicators, enabling proactive engagement and intervention to prevent churn or dissatisfaction. 3. Automated Playbooks : Eliminate repetitive tasks such as reviews, surveys, and renewals reminders, while maintaining a personalized touch. 4. Digital Success Room : Engage customers in goal setting and foster shared ownership, trust and loyalty. 5. AI Surveys : Implement the survey across all touchpointsStarting Price: $50/month/user -
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Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
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Freshsuccess
Freshworks
Proactive customer success software. Freshsuccess helps software and subscription companies prevent churn, increase expansion, and strengthen customer relationships. Gain more visibility into your customers. Quickly see account health, support tickets, billing history, communications, and user engagement. Identify risks and opportunities. Proactively address customer churn, and identify new advocates or expansion opportunities. Standardize workflows, automate tasks, and establish best-practices for your Customer Success team. See key metrics like churn, expansion, product adoption, and customer health. Leading B2B software and subscription companies trust Freshsuccess. A customer health score captures the attributes and behaviors of successful customers. Instead of relying on intuition, Customer Success professionals use health scores to spot customer risks and opportunities proactively.Starting Price: $79 per user per month -
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Success4
Success4
Success4 centralizes data from all customer interactions and data sources, monitors health and product usage, and predicts customer behavior so that the customer success teams can proactively engage with their customers in the most meaningful way.Starting Price: $99 -
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Custify
Custify
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.Starting Price: 899$/mo -
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Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
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Kapta
Kapta
Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.Starting Price: $1,000 per month -
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CustomerX
CustomerX
CustomerX is the customer success software that allows you to act proactively, data-driven and focused on your customer's success, building lasting relationships and transforming your customer success area into a true revenue driver! Integrate and centralize all your customer information in one place. Automate routine processes and save more time to dedicate to your customers. Track your customer's journey, identify risks and take proactive actions. Know how your customers are doing and which ones need attention. Launch satisfaction surveys via email directly from the platform. Define and track your customer's journey from the beginning. CustomerX has a unique technology that allows it to integrate with most platforms available on the market, ensuring that all information about your customer is available in one place in a reliable and automated way! -
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Ambition
Ambition
The #1 sales performance software, Ambition transforms sales teams into powerful revenue engines. From coaching and analytics to TVs and contests, our tools make it easy for sales leaders to draw smart insights from data, and to create a culture of success on the sales floor — so that every rep can drive revenue in a measurable, meaningful way. Manage and measure what matters across multiple roles or segments. Ambition delivers visibility and insights to managers while also empowering reps to exceed goals and prioritize their activity. Share Insights, smart alerts, and key trends to the right person, in the right place, and at the right time. Customizable Ambition Workflows and deep integrations power real-time recognition and notifications. Develop and manage your teams with consistent, customizable metric-based coaching programs. Ambition's powerful coaching suite allows sales and enablement leaders to maximize team performance. -
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Arrows
Arrows
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.Starting Price: $99 per month -
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Accord
Accord
Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.Starting Price: $99 per user per month -
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ZapScale
ZapScale
ZapScale is the easiest Customer Success Platform. ZapScale empowers Customer Success teams to monitor and manage their customers effectively. With 150 data points from 6 data sources, ZapScale gives you a customer health score that is evidence-based, conjecture-free, and accurate. Automatic alerts and predictive churn analysis, allow you to identify and solve customer pain points proactively with ease and efficiency. We help you ensure your customers get continuous value from your solution. -
34
UserIQ
UserIQ
Since 2014, UserIQ has helped businesses realize the full value of customer success by equipping teams with the product intelligence, customer insights, and user engagement tools needed to fight churn, grow the account, and align the entire business around users’ needs. UserIQ empowers CS teams to focus all departments on achieving users’ unique goals. With our platform, customer success becomes a business mindset, not just a function. -
35
Velaris
Velaris
Velaris helps Customer Success teams understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve. Designed by CS experts, for CS experts, the platform aggregates and enriches all customer data on a single, easy-to- use interface to give you the valuable insights needed for proactive, data-driven decisions. With Velaris, you can focus on delighting customers, reducing churn, and driving growth.Starting Price: $10,000/year -
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Akita
Akita
Managing customers is difficult. Make it easy with Akita, the hub for all your customer data, activity, and metrics. Try us for an engaged, healthy, and growing customer base. Akita lets you setup unlimited Customer alerts so you can take action when a customer is at risk of churn or ripe for upselling. Akita allows you to create powerful Customer segments; enabling you to tailor your Customer Success efforts to each customer's unique requirements. Trigger pre-defined workflows in response to Customer behavior or attributes. Create tasks and send messages directly from your own mailbox. Automate your Customer Success workflows and free up your time for more high-value tasks. Akita's Customer Success planner helps you create, schedule and manage your tasks from one simple interface so you can streamline your day-to-day workflow. Akita provides the most powerful Customer Health Scoring in the market giving you at-a-glance information about each customer. -
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Acquire
Acquire
Realtime customer support. Your customer’s expectations are changing - exceed them with the power of co-browse and live chat. Empower your agents to resolve complex customer support issues in real time. Reach out in one touch and in real time to boost rates of conversion, on web or mobile app. Our intelligent bots help your team answer common questions instantly. Deliver faster, more personalized support with the power of co-browse and live chat. Acquire’s simple, yet powerful tools encourage customer engagement and success across the board.Starting Price: $25 per user per month -
38
Canvas AI
Canvas AI
Canvas is an AI-driven platform designed to enhance customer success by transforming data into actionable insights. It integrates seamlessly with existing data sources, providing a unified view that enables proactive management of customer relationships. Key features include early risk detection, identification of growth opportunities, and automation of routine tasks, allowing teams to focus on strategic initiatives. The platform's AI-powered alerts and Canvas Copilot assist in prioritizing actions and handling complex tasks, respectively. Additionally, Canvas offers generative analytics for real-time, customizable reporting, facilitating transparent communication of ROI and progress to clients. Deployment is streamlined, adapting to your data to deliver immediate value. Overall, Canvas empowers customer success teams to transition from reactive account management to proactive growth strategies. -
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Ackee
Ackee Digital Enterprises
Ackee streamlines your customer success workflows, helping you predict and beat customer churn. Ackee helps your team gain valuable insights to ensure success across the entire customer journey. Backed by our powerful data science platform, Ackee's simple to use tools arm you with the metrics you need to deliver outstanding customer value. Connect your data using Ackee's integrations and put in-depth health metrics, customer churn prediction and detailed account information at your fingertips. Ditch Excel, and never have to hunt down customer info again. Get key metrics and real-time notifications that keep your team on top of major changes in customer activity, allowing you to take actions to increase retention and boost adoption. Ackee automatically segments your highest risk and most active accounts based on real customer activity, helping you build scalable workflows focused on the clients that need your attention the most. -
40
EverAfter
EverAfter
You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product. -
41
Boxxstep
Boxxstep
The Buyer Engagement and Enablement Platform. Aligning sales teams with their customer buying committees. Buying decisions are made by a group of contacts from across the organization, the number is probably more than you know. How you understand, help and learn from them will determine your current and future success. What do you know about your prospects business problems and needs? Where do you capture and manage this information? Your prospects decision process is complex and difficult. How can you help them and reduce the risk of a do nothing outcome? Who’s in the buying committee? What are the roles, reporting lines and internal dynamics? What’s important to them? The group of people from across an organization who come together to make buying decisions collectively, it will comprise executive, economic, technical and user buyers.Starting Price: $126 per user per year -
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BuyerAssist
BuyerAssist
With BuyerAssist, your sales teams power continuous value discovery and realization for your buyers, to build trust and accelerate revenue. Collaborate and win with your buyers by aligning with them on a shared definition of success, milestones and the jointly-operated plan to get there. Enable interactions that help you identify and define potential value for your buyers and create a plan to get there. Partner with your buying teams across personalized milestones and a jointly developed roadmap to buyer success. Empower your buyers with one-place-to-go for accessing contextually relevant information at any time. Unify all the buyer behavior data across their lifetime engagement to make business decisions. -
43
CFN Insight
Clarivate
Clarivate Customer Experience (CX) Services, formerly CustomersFirst Now, is created on the principle that all companies must place customers at the center of their business in order to be successful both operationally and financially. We help companies place customers first – and do so with a sense of urgency. Every customer touchpoint is an opportunity to delight or disappoint a customer, so knowing what is working and not working for your customers is key to your success. Both B2B and B2C organizations who adopt our program see higher revenue, better retention rates and improved margins. Using our proven data-driven approach, we’ll help you identify the biggest drivers of churn and customer pain points to then develop actionable opportunities that drive financial and CX results. CFN Insight is the leader in customer journey mapping software with the most advanced visualizations, reporting, action scorecards, dashboards, and insights available. -
44
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
45
VirtlX
VirtlX
VirtlX is an AI-enabled B2B, SaaS platform that spots hidden profit leaks before they hit your bottom line. Stop Leaking Profit Through People and Process Gaps AI-driven cycle analyses multiple data sources & identifies issues Perceive customer signals → Reflect on employee feedback → Enrich with instant training - No L&D Team Required! All in one platform VirtlX is a fully customizable solution for multi-industry business performance, designed to assist businesses of all sizes. VirtlX delivers a strong ROI with quantifiable deliverables & insights to assist in decision-making towards a people-centric, successful business. Simple approach to customer and employee sentiment as well as in-house training. Cost-effective, scalable subscription model with flexible commitment terms. Understanding customer engagement, feedback, experience and loyalty patterns are key fundamentals necessary for a company’s marketing efforts to be successful.Starting Price: $9.00 per month -
46
inSided
inSided
inSided is the leading Community Platform for scaling Customer Success and Support. Reduce your churn rate, deflect calls and tickets and build better products with our Community, Knowledge Base, and In-Product Support products.Starting Price: $900 per month -
47
Successifier
Successifier
Successifier is an AI-powered Customer Success Management (CSM) platform designed to prevent churn and drive proactive account growth. By unifying CRM data, product usage signals, and support tickets, Successifier provides a real-time 360-degree view of customer health. Our platform empowers CS teams to move from reactive troubleshooting to strategic growth through: Automated Health Scoring: Use AI to identify hidden churn risks and expansion opportunities. Proactive Playbooks: Trigger automated workflows for onboarding, renewals, and escalations. Outcome Tracking: Align team activities with customer ROI to maximize Net Revenue Retention (NRR). Prioritized Daily Tasks: Get AI-driven recommendations on which accounts need immediate attention. Successifier bridges the gap between customer data and actionable results, helping SaaS companies scale their success operations without increasing headcount.Starting Price: $79/month -
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Subsets
Subsets
Subsets increases lifetime value in subscription media by enabling commercial teams to run AI-driven retention experiments without engineering support. We analyze the key factors that drive retention across your customer journey. Using explainable AI, we recommend unique retention strategies for each segment. Take the guesswork out of flows by experimenting first and automating what works. Connect directly to your source systems or data warehouse. Subsets platform enables business teams to act. Orchestrate campaigns with the tools you know and love. Join successful subscription businesses that are leveraging Subsets to automate retention with AI. Purpose-built for commercial teams, providing seamless integration. Understand what makes subscribers stay and run proactive retention flows. -
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OnRamp
OnRamp
Go live faster and improve adoption, powered by an amazing customer experience. OnRamp infuses world-class customer onboarding into your DNA. That breeze at your back sure feels nice. OnRamp gives you full control over your brand identity and unique processes to deliver a seamless customer journey. The best part? You never have to bother your engineers for changes. Keep momentum strong and excitement high by vanquishing the drudge factor. OnRamp makes change management engaging and can even help course correct if things start to go off track. OnRamp acts as an extension of your team, freeing you up to get back to the high-value work of making your customers successful. It's all been designed to iterate and replicate what works best, every time. -
50
Prelay
Prelay
Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout.
