Alternatives to CustomerX
Compare CustomerX alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CustomerX in 2026. Compare features, ratings, user reviews, pricing, and more from CustomerX competitors and alternatives in order to make an informed decision for your business.
-
1
Sogolytics
Sogolytics
Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolyticsâ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform. -
2
Supportbench
Supportbench
Supportbench is a powerful customer service management tool that helps you deliver exceptional customer support. We are razor focused in helping teams that have to support other businesses (B2B) in helping to manage all of the complexities that arise when supporting these high volume environments. Supportbench provides enterprise-level tools that allow mid-sized businesses to help retain more customers, automate more, while saving costs. Features include customizable surveys including NPS and CSAT, seamless integrations to CRMs like Salesforce, real time analytics, built in scheduling tools, knowledge base, support ticketing system, agent and team scorecards, customer success health scoring, adaptive response times and much more. Our reviews SAY IT ALL ..đ¤.Starting Price: $35.00/month/user -
3
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 -
4
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 â 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, weâll 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. -
5
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 customerâs 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 -
6
ThriveStack
ThriveStack
ThriveStack is a unified Growth Intelligence platform designed for B2B SaaS teams that brings together marketing, product, revenue, and customer success data into a single source of truth. It tracks the full customer journey from first touch to retention and expansion, helping teams uncover growth drivers, spot churn risks, and optimize conversions with real-time insights, pre-built dashboards, and automated alerts. The platform supports no-code integrations, customer journey analytics, revenue and retention reporting, and AI-driven signals to enable data-driven decisions that accelerate sustainable growth.Starting Price: $199 -
7
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. -
8
Kilterly
Kilterly
Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterlyâs automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your teamâs workflow.Starting Price: $399.00/month -
9
Startdeliver
Startdeliver
Most tools used by customer success are either made for sales or way too complicated. Startdeliver makes it easy to monitor customer health, manage projects, and automate workflows without the added complexity. See data on customer health based on usage, feedback, and open support tickets. Get reports on how well your team is performing and share them easily with management. Every interaction a customer has with your company is part of their journey; many companies leave this to chance. With Startdeliver you do the opposite, you take charge and drive the process. Keep track of all users and stakeholders as the journey evolves. Manage and drive a proactive retention process. Measure and get actionable insights from all your data and manage all interactions with your customers. Deliver the desired outcome to your customers in a deliberate way with journeys. Scale your customer interactions with automation IQ. Get started with documentation, tutorials, and a free sandbox workspace.Starting Price: âŹ695 per month -
10
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 -
11
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 -
12
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. -
13
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 -
14
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 VENMATEâs 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. -
15
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. -
16
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 -
17
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. -
18
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. -
19
Cuoral
Cuoral
Cuoral is a customer retention and churn prevention platform that helps digital businesses identify user friction and engagement drop-offs before customers abandon. Instead of relying on historical reports, Cuoral continuously monitors behavioral signals, technical errors, and journey disruptions to surface churn risk in real time. The platform combines session replay, friction detection, automated alerts, customer health profiling, and multi-channel engagement tools into a unified retention system. Product, growth, and customer success teams use Cuoral to uncover hidden revenue leaks, improve user experience, and proactively retain high-value customers. By transforming behavioral data into actionable retention insights, Cuoral enables companies to move from reactive support workflows to predictive revenue protection.Starting Price: $49/month -
20
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 -
21
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. -
22
Pega Customer Service
Pegasystems
Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pegaâs AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly. Efficient service delivery across every interaction to minimize your teamâs cost-to-serve while managing increased contact volume. -
23
CustomerSuccessBox
CustomerSuccessBox
CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver âproactiveâ customer success. CustomerSuccessBoxâs vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor -
24
Venntive
Venntive
Venntive is a true complete CRM, a Business OS that eliminates tech stacks and silos. A seamless platform that allows users to manage the entire customer lifecycle from first touch throughout the entire customer lifecycle. Venntive includes all the tools you'd want in a marketing automation stack, a sales stack, customer success/engagement, customer support, and operations. While there is virtually no need to integrate third party apps, we re in Zapier as CRM Connector and have an API. No-code customization eliminates the aggravation of ongoing expense and time to customize or update your Venntive instance. Finally, Venntive is extremely cost-effective from the very beginning which means cost-cutting does not mean a reduction in staff. Venntive is the smart, effective B2B SaaS solution to build, scale, and manage your business from day one.Starting Price: $150.00/month -
25
RevSetter
RevSetter
Drive any sales or customer success motion and adapt it to each role and team â 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 â 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. -
26
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 dataâall in one tab.Starting Price: $99.00/month -
27
Churnly
Churnly Technologies
Churnlyâs artificial intelligence gathers customer data and predicts which customers are likely to churn at each stage of the journey. Our software identifies patterns which determine why a customer may leave, helping you take the necessary action to retain them before itâs too late. Churnly views each seat as a sub-customer, which enables you to quickly understand what revenue is at risk for every paying seat. Activity and engagement are key indicators that your customers are successful with your product. Churnly uses Machine Learning to weight and track all user engagement across your product, giving you immediate insight to who is at risk and needs attention. Churnlyâs predictive insights show you how much revenue youâre at risk of losing, and from whom, so your teams can intervene early, keep revenue and grow faster. -
28
Reptrics
Reptrics
Enable your teams to fight customer churn, and identify growth opportunities, with the data they need to take action. Take the right actions, at the right time, wherever your customers are. With products for every stage of the customer journey including digital, customer care, in-location, and account management, you have the tools you need to accelerate the business impact of your CX program across the entire organization. Meet your customers where they are and capture real-time feedback in the moments that matter. With multiple channels and data sources all feeding into one platform, youâll get a complete view of what customers are thinking and feeling. Reptrics integrated survey tool allows you to solicit feedback to measure customer sentiment and satisfaction with your product or business through todayâs most popular surveys. Reptrics automatically sends recommended actions to the right teams in the tools they use, so they can take the steps that will improve customer satisfaction. -
29
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 -
30
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. -
31
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. -
32
Churned
Churned
Integrate all your customer data from any tech stack and get a clear overview of relevant data for each customer, including risk levels, churn rates, and usage trends. Unify your data to get a complete overview of your customers' health and trends. Use Churned's insights to take a proactive approach to fighting churn and identify the actions you should take to prevent customers from churning. AI-based health scores, key churn drivers, and next best actions. Automated alerts when a customer is at risk or an opportunity arises. Easy-to-understand results based on customer segments. Get automated alerts when a customer is at risk or an opportunity arises, and execute the right engagement proactively with customers in poor health. Maximize growth opportunities with the healthiest customers. Boost your business's growth with Churned's automated next-best product offerings and personalized customer contact channels.Starting Price: âŹ199 per month -
33
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 -
34
Salesforce Agentforce
Salesforce
Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data. -
35
ByTek Retention AI
ByTek
Retention AI is the low-code/no-code solution that allows you to collect all the information you already have about your customers, enrich it and make it actionable, without adding complexity to the systems you already have in place in your company. Customer data from multiple sources. Marketers often focus only on the acquisition, forgetting that being able to retain those who are already customers has much lower costs and a higher chance of success. eCommerce managers and CRM specialists, but also marketing agencies, e-mail marketing specialists, and advertising managers need to know more about their customers and their buying behavior. Retention AI provides insights into their customer base so they can implement âpersonalizedâ and effective marketing strategies. Simple import integrations allow you, in just a few clicks, to connect retention AI to your eCommerce platform or CMS. Keep track of all your metrics in a clear and immediate reporting tool. -
36
sensedata
sensedata
Customer Success and actionable data platform that, through technology, helps you build trusting relationships between your company and your customers. We use advanced techniques for analyzing large volumes of data, creating a unique view of the customer and generating insights so that your company can be much more proactive and accurate in its actions. We know that each company has its particularities and SenseScore is 100% customized for your scenario and business needs. We take into account the main indicators to calculate your customerâs health. This way, you anticipate risks and identify opportunities for your business. The SenseData platform connects with your digital tools and data sources. Through our own API, SenseConnect, we connect more than 70 tools, in addition to databases and spreadsheets, quickly and safely. Get all the information that really matters to your business. Count on our team of experts to help you overcome the barrier you have with data. -
37
Klarion AI
Klarion AI
Klarion is an AI-powered customer feedback intelligence platform that transforms raw feedback from sources like support tickets, surveys, and reviews into prioritized, actionable insights. It doesnât just surface keywords or topics; it uncovers the underlying pain points and shows their impact across customer retention, reputation, and revenue. Klarion then helps teams assign resolution tasks to the appropriate stakeholders, track progress, and close the loop so problems donât recur. The system enables companies to detect recurring issues across all stages of the customer journey (from sales to support), align cross-functional teams around what matters most, and make data-driven decisions to improve experiences. By shifting feedback analysis from manual sifting to automated insight, Klarion empowers organizations to fix root causes faster, boost customer loyalty, and reduce churn. -
38
Hyperengage
Hyperengage
Hyperengage is an AI-powered GTM copilot designed to help Customer Success and Account Management teams maximize retention, expansion, and revenue growth. It transforms how post-sales teams operate by combining automation, predictive intelligence, and a unified customer view into one platform. At its core, Hyperengage eliminates manual busywork by automatically capturing customer interactions, logging activity, and prioritizing daily tasks. This ensures teams spend less time on admin and more time building high-impact relationships. Its Automated Customer Engagement engine continuously scans for churn signalsâsuch as declining product usage, missed milestones, or unresolved issuesâand proactively triggers outreach with personalized messaging to re-engage customers. The AI-Driven Task & Workflow Automation module serves as a digital assistant for CSMs and AMs. -
39
involve.ai
involve.ai
involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators. -
40
EverAfter
EverAfter
You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, youâll 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
InboxCRM by AppEQ
AppEQ.ai
InboxCRM by AppEQ is a Gmailânative Customer Success platform designed to keep CS teams organized and proactiveâright from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Realâtime dashboards surface atârisk customers, engagement trends, and expansion opportunities without contextâswitching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and roleâbased access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and oneâclick QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiencesâwithout leaving Gmail.Starting Price: $15/user/month -
42
Cust AI
Cust AI
Cust is an AI-powered platform designed to enhance the efficiency and effectiveness of Customer Success Managers (CSMs) by automating various tasks and enabling personalized customer engagement. The platform employs AI agents that research customers, recommend the next best actions, execute them with a single click, extract conversational insights, correct contact data, and automate data entry. This approach allows CSMs to provide high-touch experiences to a larger customer base, including smaller clients who often receive less attention. Traditional email automation methods often result in low engagement, with generic, one-to-many emails yielding less than 1% click rates and being unable to handle replies. In contrast, Cust initiates personalized, one-to-one conversations that achieve approximately 30% reply rates and automatically manage responses.Starting Price: $400 per month -
43
StepFunction
StepFunction
Our ML engine listens to and learns from all your customer interactions. StepFunction empowers you with actionable analytics and growth predictions. Our end-to-end solution adjusts to your current state of readiness. Growth AI starts with ingesting operational data from different systems of record, CRM, billing, care/support, product usage, and customer feedback. Mastering data preparation leads to a step function improvement in business predictions. StepFunction coexists with your systems of record and does not interfere with your existing customer success workflows. Deep dive into your revenue to account for new, upgrades, stable, downgrades, and churn. Historical trends and future predictions by cohort are just a click away. Get insights in the form of risk scores to proactively target customers with the highest scores and recommended actions for treatment. Instantly discover how your customer risk is changing and most importantly have us show you why it's changing. -
44
Waitlyst
Waitlyst
Drive revenue and retention using autonomous AI agents that engage users across the entire customer journey. Drive growth with automated onboarding, activation, and retention processes using autonomous ai agents that send personalized, high-converting emails to your customers. Break free from managing complex workflows, and concentrate on building your product. Simply let Waitlyst know your primary focus and consider it done. Stay on top of growth and pre-empt changes in user behavior. Our zero-setup reports equip you with the key data needed to drive growth through informed decisions. Waitlyst works by unifying all of your companyâs customer data and activity in one place. It eliminates data silos, giving you the insights needed to help drive revenue and retention.Starting Price: $50 per month -
45
piHAPPINESS
piHAPPINESS
Fast track to a brilliant approach, smarter service & happier customers. In just 30 seconds, captures the core customer insights you need. piHAPPINESS customer feedback system is the fastest way to know your customer satisfaction. As a customer feedback app, offers feedback-collecting Emoticons, Net Promoter ScoreÂŽ (NPSÂŽ), Dynamic Questionnaire and feedback forms to track customersâ opinion and satisfaction level. Grow your customer feedback response rate by changing the questions dynamically with the help of our customer feedback platform. No need to irk customers with long surveys. Easy to create and customize the questions as per your business demands. Make your customers feel that you care for them when they have concerns or complaints or suggestions about your business, with effective and improved customer feedback management.Starting Price: $49.99 per user per month -
46
easy_CSM
easy_CSM
An easy-to-use and implementing Customer Success Management-Tool (CSM) in existing tool landscape for small and medium sized companies (SMEs). Currently with an integration of CRMs like HubSpot and ticketing systems like Zendesk for calculating customers Health Score based on ticketing and accounting KPIs. Further functionalities via Apps like Zapier and Zendesk App. Possibility to add own-defined recommended actions or using pre-defined ones.Starting Price: $16.99/month/admin account -
47
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. -
48
Intouch Insight
Intouch Insight
Intouch Insight's powerful customer experience management (CEM) software helps brands drive business improvements through better experiences. Intouch makes it easy to collect, analyze, and action customer feedback from any source, including surveys, email, SMS, social media, online reviews, call center and more. 100s of integrations seamlessly combine feedback with data from any source, like CRM, POS, IoT sensors, mystery shopping, and more to provide a complete view of customer experience and business performance. The platform features unlimited role-based dashboards and a robust, AI-powered reporting engine with predictive analytics. The platform includes automated case management tools for responding to feedback and closing the loop with customers. Leveraging the platform's patent-pending technology, businesses can create an Action Campaign⢠to drive action in the frontlines, make proactive improvements to CX, and measure the impact actions have on business metrics. -
49
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 -
50
Emojot
Emojot
Your All-in-One Platform for Customer-Centric Digital Transformation. Unleash the full potential of customer-centric strategies with Emojot's all-in-one platform by streamlining your processes, saving costs, and enhancing the customer experience from start to finish. Emojot's tailored solutions support the entire customer lifecycle, from attracting prospects to nurturing loyalty, enabling unparalleled success in the customer-driven world. - Improve Customer Experience: Collect real-time feedback, enabling corrective actions for improved satisfaction and loyalty - Enhance Online Reputation: Manage online reputation with insights on customer feedback from various review platforms - Maximize Revenue: Boost revenue by improving retention, upsell identification, and advocacy. - Streamline Operations: Streamline business processes, reduces errors, and boosts efficiency, productivity, and profitability.
