Alternatives to Velaris
Compare Velaris alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Velaris in 2025. Compare features, ratings, user reviews, pricing, and more from Velaris competitors and alternatives in order to make an informed decision for your business.
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1
Sogolytics
Sogolytics
Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas. -
2
elevio
elevio
Elevio is a knowledge platform that helps companies capture, deliver, measure and evolve their product knowledge. We help growing teams reduce their support loads and enterprise teams better manage their knowledge requirements. Deliver contextual answers to customers or give your support agents the right info as they need it. Reduce support loads, increase customer success and create custom knowledge experiences for your product. Is your team utilising Knowledge Centred Service (KCS)? With Hub, your whole team can collaborate to make sure your docs are up to date, accurate, and as detailed as they need to be. Based on user feedback and data analysis, it's the backbone of continuous user education.Starting Price: $99.00 -
3
FROGED
FROGED Technologies
FROGED is where Customer Success meets Product-led growth. One affordable platform to solve onboarding, retention & support challenges - built by a SaaS, for SaaS companies. Brands can optimize their entire Customer Lifecycle: Onboarding, Engagement, and Proactive Customer Support. Using one platform you can: - Automate support (live chat, help desk & integrations) - Increase product adoption (in-app messages and email campaigns & automation) - Reduce churn by up to 76% (Use NPS surveys, omnichannel communication, & keyword spotting) Plus increase engagement, overall MRR, and retention rate. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.Starting Price: €79 per month -
4
Customerscore.io
Customerscore.io
Customerscore.io helps SaaS businesses predict churn and find upsell opportunities to grow revenue and keep customers. It enables you to manage customer segments on autopilot with triggered communication based on health scores. The platform is easy to set up with ready-made data integrations, so businesses can start seeing results quickly. Using machine learning, it identifies churn risks and highlights upsell opportunities, with smart alerts keeping you updated on important changes. Key features include customer segmentation, automated outreach, and health monitoring, which make customer engagement more efficient. Customerscore.io helps you focus on the right actions to grow your business and reduce churn.Starting Price: $99/month -
5
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. -
6
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. -
7
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 touchpoints -
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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. -
9
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. Kilterly’s 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 team’s workflow.Starting Price: $399.00/month -
10
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. -
11
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 -
12
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: €199 per month -
13
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. -
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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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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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Churnly
Churnly Technologies
Churnly’s 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 it’s 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. Churnly’s predictive insights show you how much revenue you’re at risk of losing, and from whom, so your teams can intervene early, keep revenue and grow faster. -
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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. -
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Bellwethr
Bellwethr
Customer health scores and other assessments are largely subjective or based on a few trivial data points. To be truly data-driven you need to utilize ALL your available data to find serious signals that can identify risk/opportunity and improve decision making. Identify trends, forecast customer lifetime value, predict churn and even identify next best actions to drive retention and revenue. Get access to our data science team along the way to help you improve and learn best practices. Keep track of why your customers are cancelling. See which customer segments are underperforming and which are improving. You can't retain all of your customers forever. But former customers are 45% more likely to reactivate than a new customer is to convert. You want data-driven decisions and processes but data science is hard. Customer health scores and other assessments are largely subjective or based on a few trivial data points. -
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Intellum Platform
Intellum
Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Backed by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution. -
20
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 company’s 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 -
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HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
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InboxCRM by AppEQ
AppEQ.ai
InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right 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. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.Starting Price: $15/user/month -
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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. -
24
Umanest
Umanest
Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.Starting Price: $0.49 per property per month -
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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. -
26
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. -
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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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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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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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Relativity6
Relativity6
Use Relativity6 to Understand and Predict Customer Behavior. Identify and Keep your best customers. Cross-sell and Up-sell at the right time. Reduce monthly churn by .5 - 1%. Relativity6's Knowledge Graph is a massive data store used to contextualize customer behavior, outside of your internal data. The Knowledge Graph is built on a graph database with over 1.5TB of contextual data points, that help overcome challenges like data sparsity and uneven data sampling. Relativity6’s high performance, flexible infrastructure lets your team run experiments and learn fast without the heavy up-front investment. Trends and insights are surfaced quickly and our algorithms run on GPUs that rip through large datasets. Too many companies selling AI and Machine Learning try to hide everything behind the word "proprietary". But no one understands your business better than you. So we built Marvin as an open platform, designed to make it easy to collaborate with your data science team. -
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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: €695 per month -
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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 customer’s 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. -
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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. -
34
VirtlX
VirtlX
VirtlX is a fully customizable SaaS 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. VirtlX is a cost-effective and time-saving method that assists marketing personnel in gathering these important data points in real-time and presenting this data in clear graphical formats. Net Promoter or Net Promoter Score (NPS) has been shown to correlate with revenue growth relative to competitors. It has been widely adopted by Fortune 500 companies and other organizations.Starting Price: $9.00 per month -
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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 “personalized” 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
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. -
37
Upollo
Upollo
Harness product, behavior, CRM signals, and more for smarter sales, customer success, and marketing that grows pipelines and accelerates NDR growth. For our users, they're adding massive revenue gains. We learn from and analyze billions of data points from businesses and users in nearly every country. Our platform is designed to empower teams to expand their user base, retain more customers, and convert more signups. Be alerted when there is intent to expand. Know where the opportunities are with opportunity size by department, job title, or engagement level. Convert high-propensity customers early, helping struggling customers to succeed. Understand why people are converting and what specific factors make them less likely to. Upollo analyzes your data in real time, delivering actionable insights within minutes. Leverage our insights to empower your teams and grow your NDR, ARR, LTV, etc.Starting Price: $799 per month -
38
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 -
39
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 -
40
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. -
41
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. -
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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 -
43
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 ‘proactive’ customer success. CustomerSuccessBox’s 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 -
44
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. -
45
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, you’ll 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 today’s 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. -
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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 -
47
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. Pega’s 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 team’s cost-to-serve while managing increased contact volume. -
48
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 -
49
Netformx SuccessXpert
Netformx
Cisco provides incentives to Partners to attain Customer Experience (CX) certifications. These enhance the Partner’s ability to deliver higher value and achieve greater end-customer loyalty throughout the customer experience lifecycle, from initial purchase to installation and activation right through to adoption and implementation. To acquire Cisco’s Advanced Customer Experience Specialization and collect Lifecycle Incentive cash rewards, Partners must pass an independent third-party audit to verify their compliance with the specialization requirements. After months designing and implementing a Customer Success Management (CSM) infrastructure to prepare for the audit, Partners find that today’s CSM applications do not have the automation required to meet the audit tooling needs. Consequently, additional months are spent manually transposing critical live customer data and information from various applications into the CSM to pass the audit. -
50
Klaus
Klaus
High-growth companies use Klaus to improve their customer support quality. - Improved CSAT & efficiency metrics after the first month of usage. - Impactful coaching sessions and 1-1s based on performance metrics and conversation examples. - Actionable metrics to track quality and identify issues as they arise. - 90% time saved compared to doing reviews manually using spreadsheets. Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving.