Alternatives to easy_CSM
Compare easy_CSM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to easy_CSM in 2026. Compare features, ratings, user reviews, pricing, and more from easy_CSM competitors and alternatives in order to make an informed decision for your business.
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1
Zendesk
Zendesk
Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide. -
2
LiveAgent
Quality Unit
LiveAgent is a comprehensive help desk and live chat software that streamlines all your customer interactions into an integrated, hybrid ticketing system where everything is easily accessible and manageable. LiveAgent harnesses the power of an universal inbox, real-time live chat and an autonomous AI chatbot, built-in call center, and robust customer self-service portal. A multitude of features, including advanced automation rules, tags, and 200+ integrations, creates powerful customer service software for businesses of all sizes. LiveAgent also boasts the fastest chat widget on the market. LiveAgent has served over 150 million end users worldwide, including companies like BMW, Yamaha, Huawei, and Oxford University. Join hundreds of satisfied LiveAgent clients in providing world-class customer service. Start your 30-day free trial, no credit card required.Starting Price: $15.00/month/user -
3
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
4
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 ..🎤.Starting Price: $35.00/month/user -
5
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. -
6
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 -
7
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 -
8
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. -
9
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 -
10
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 -
11
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. -
12
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 -
13
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 -
14
Salesmachine
Salesmachine
Salesmachine is a realtime customer scoring platform that helps companies monitor customer health and activity, opening doors for more sales opportunities. Salesmachine gives sales teams deeper insights about customers who need help to onboard, are most likely to convert, are most likely to upsell, and who are unlikely to renew. The platform also alerts teams when customer health and usage frequency changes so they are ready to give the attention customers require.Starting Price: $60.00/month/user -
15
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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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 -
17
Gist
Gist
Gist enables you to create embeddable experiences that range from simple welcome messages to complex multi-step flows. With ready-to-use templates and an editor that provides both a design and code view, the possibilities are endless. Setup your brand colors, typography, and layout, to start delivering on-brand experiences across all platforms. Our open APIs enable you to plug Gist into any modern CRM and leverage the power of your existing tools. From our web editor, you can build one message and distribute it to every platform. Gist is designed to work on top of tools like Google Tag Manager and Zapier to fit into your workflow. To make sure you're up and running in no time, our client libraries are well documented and require minimal effort to integrate. Experiences that feel like they're built in-house. Designed to fit in your toolbox. Build once, publish to iOS, Android & web.Starting Price: €99 per month -
18
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. -
19
pagergpt
pagergpt
pagergpt is a no-code AI Agent platform for SMBs, startups, and enterprises to create AI Agents for customer support, sales, retail, e-commerce, and internal operations. Build AI Agents trained on your website, documents, or by connecting with Notion, Intercom, Zendesk, Freshdesk, Google Drive, Notion, Confluence knowledge base to instantly resolve up to 80% of customer support, automate refunds, and queries instantly. Connect pagergpt with tools like Freshdesk, Zendesk, Intercom, Gmail, Outlook, Zoho Desk, Stripe, Shopify, Hubspot, Calendly, Cal to automate tickets, refunds/returns, order tracking, cancellations, upgrades, bookings, lead qualification, and payments and more. Create your AI Agent and go live in minutes.Starting Price: Free -
20
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. -
21
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. -
22
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. -
23
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. -
24
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. -
25
SupportLogic
SupportLogic
SupportLogic delivers a Cognitive AI Cloud purpose-built for enterprise customer service and support. It ingests unstructured signals from tickets, chat, voice, and email, then uses AI to detect urgency, sentiment, product issues, and revenue risk in real time. Its layered architecture—data extraction, signal detection, and a context engine—powers ambient AI agents that automate tasks like case summarization, escalation prediction, routing, account health scoring, and coaching. SupportLogic integrates with Salesforce, Zendesk, Snowflake, and Slack, enhancing existing systems rather than replacing them. The platform helps CX, support, and IT teams act earlier, coach smarter, reduce escalations, and improve resolution times. Built for enterprise scale, it offers SOC 2 certification, GDPR/CCPA compliance, and secure data isolation. Customers like Salesforce, NICE, and Databricks use SupportLogic to boost CSAT, retention, and operational efficiency. -
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 data—all in one tab.Starting Price: $99.00/month -
27
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 -
28
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 doesn’t 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 don’t 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. -
29
SweetHawk
SweetHawk
Thousands of organizations trust SweetHawk, the #1 Zendesk app partner, to unlock even more value from their Zendesk investment. SweetHawk's best-in-class, simple yet powerful Zendesk apps can be used to build workflow & automation processes to extend the functionality of Zendesk and enable many use cases that might not otherwise be possible. Since 2015, SweetHawk has been a leading force in the Zendesk marketplace, developing over 15 top-tier workflow apps. Exclusively dedicated to Zendesk, our laser focus has translated to thousands of 5-star reviews and empowered hundreds of thousands of agents. Our tasks app lets you automate task lists and workflows for project management, change management, HR processes, and more. Say goodbye to confusing and manual tasks workflows and welcome increased productivity. You can easily create flexible, enforceable, and auditable approvals for any Zendesk workflow. From sales to support, you can now ensure that all approvals are processed.Starting Price: $10 per month -
30
AmplifyReach Chatbot
AmplifyReach Solutions
Smartly extract entities from the intent statement and consume the information (location, date, etc.) it within a conversation. Like a human, Chatbot has the capability to switch to a new conversation when a new intent is conveyed instead of the information asked by the Chatbot. Analysis of each customer response is driven through NLP, making the Chatbot more intelligent. Chatbots to proactively engage customers on your campaign landing page, and product/services page with the context of the objective on that page. Make your customer engagement vernacular! Cognitive Chatbot supports 12 global languages allowing the brand to engage and communicate in the local language. Chatbot's Personality feature allows brands and Enterprises to model different take on engagement with customers. Out-of-box native integration with popular CRMs like Salesforce, HubSpot, Zoho, Freshdesk, Zendesk. Platform further can be scaled with REST APIs or 1000+ systems using Zapier. -
31
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 -
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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! -
33
STAMP
Stonegate Advisors
Assess customer, channel and employee sentiment, significantly improve your ability to retain accounts, increase recurring revenue, and maximize customer lifetime value. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business. Not only does STAMP provide the Net Promoter Score (NPS), but also uses our proprietary algorithm to calculate your STAMP Score to quickly show what clients are loyal or at risk of loss. Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business. An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm. -
34
Halp
Atlassian
Ticketing, powered by your Slack conversations Halp is a modern ticketing help desk for humans that love Slack. Empower your remote teams to be happier and more productive. Turn any message into a ticket with an emoji. Report on your team's requests no matter where they come from. Never do the same work twice. A powerful workflow engine paired with machine learning ensures routine tasks and questions get resolved faster. Your customers are your colleagues, your friends. Communicate in the most natural way, and make ticketing a breeze. Halp's powerful Ticketing Platform is perfect for fast growing teams. If you already have a ticketing solution in place, we offer deep integrations with Zendesk, Jira, and more.Starting Price: $25 per user per month -
35
Reef
Reef.ai
Reef is a customer revenue platform that helps companies predictably grow revenue with existing customers and fast-tracks net retention reporting. The tide has shifted. New sales have slowed, easy upsell is gone, and the NRR game just got much harder. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Startups wait too long to build a foundation for NRR excellence and it suppresses acceleration resulting in a revenue gap. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Priority investment areas for startup acceleration. Generate board-ready current and historical analytics for net retention including renewals, upsell, and cross-sell. Visualize territories to quickly identify growth opportunities and churn risk based on engagement, product usage, consumption %, health score, and NPS. Convert insights into action with advanced targeting and workflow to ensure consistent follow-through and execution. -
36
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. -
37
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. -
38
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 -
39
vCIOToolbox
vCIOToolbox
A Key Account Management and Advisory Platform to support the needs of both the customer and the IT provider. vCIOToolbox helps MSP’s and MSSP’s identify technology gaps and meet the needs of businesses’ big and small, allowing you stay ahead of cyber threats and bad actors. We help MSP’s and MSSP’s with a consistent, repeatable, easy process to ensure your customer has the right technology in place and its aligned with the goals for their business. The Cybersecurity landscape is a complex system with new threats emerging every day. Tools provide protection, but that is only part of the story. Your customers need a Cybersecurity Sherpa and with our GRC tools MSP’s and MSSP’s can conduct assessment projects or launch a Compliance as a Service program and help mitigate risk for their customer…while generating more revenue to the providers bottom line. Monitor the performance and satisfaction of your services with the people that matter.Starting Price: $129 per month -
40
Skalin
Skalin
Skalin helps B2B SaaS better onboard, engage, and grow their customers with its 360° view, AI-powered Health Scores, and powerful automation capabilities. Skalin automatically fetches customers' data from the tools you're already using, including your SaaS product, CRM, and workspace. View customer health, product usage, emails, support requests, meetings, and revenue data at a glance. Our self-learning algorithms silently mine your customer data and autonomously detect risky behavior. Say goodbye to the clumsy "if-then-that" rules of the past. Our built-in AI works for you from day-one without any setup. Identify customers who need your attention. Spend less time guessing and more time helping your customers. Use in-built templates and fine-tune them to do work your way. Prevent team members from reinventing the wheel and manage automatically what needs to happen and when it needs to be done. -
41
eazyBI Reports and Charts
eazyBI
eazyBI is a powerful business intelligence tool, providing an easy-to-use drag-and-drop interface for custom reports, charts, and dashboards creation. - Import your data from Jira, Confluence, and other Atlassian marketplace apps. - Add additional data from external data sources like SQL databases, REST API, Google Sheets, CSV or Excel spreadsheets or popular web applications like Highrise, Harvest, Zendesk, Git, and Freshdesk. - Create pivot table reports and interactive charts, and drill into details or across dimensions right from the chart to identify your top and bottom performers, and trends. - Use many eazyBI predefined calculated measures or define your own specific calculations using powerful custom calculation formulas based on MDX query language. - Publish eazyBI reports as gadgets on Jira dashboards or Confluence pages or embed your reports using <iframe>.Starting Price: $10.00/month -
42
UXPressia
UXPressia
UXPressia is a collaborative customer experience platform that allows you to create, export, and share customer journey maps, personas, and impact maps online. Some of the platform’s features include maps and personas with a predefined, easy-to-customize structure (drag and drop sections, such as text, video, embed code, touchpoints, etc.). Multiple-persona journey maps. Design View (journey atlas) to specify relations between mapping initiatives. 120+ free templates for 10+ industries to use as a starting point. Text and audio comments, dot votes, and reactions. Storyboard library and image formatting. Default and custom tooltips. Color themes for journey maps. Team library for touchpoints, images, channels, etc. Link and email sharing. Presentation mode. Branding and high-quality exports (PNG, PDF, CSV, and PPTX). Teams will especially enjoy collaborative options and the possibility to standardize and scale their projects.Starting Price: $13.30 per month -
43
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 -
44
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 -
45
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. -
46
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 -
47
Aisera
Aisera
Aisera stands at the forefront of innovation, introducing a revolutionary solution that redefines the way businesses and customers thrive. Through cutting-edge AI technology, Aisera offers a proactive, personalized, and predictive experience that automates operations and support across various sectors, including HR, IT, sales, and customer service. By providing consumer-like self-service resolutions, Aisera empowers users and drives their success. Unleashing the power of digital transformation, Aisera accelerates the journey towards a streamlined future. By harnessing user and service behavioral intelligence, Aisera enables end-to-end automation of tasks, actions, and critical business processes. Seamlessly integrating with industry-leading platforms such as Salesforce, Zendesk, ServiceNow, Microsoft, Adobe, Oracle, SAP, Marketo, Hubspot, and Okta, Aisera creates exceptional business value. -
48
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. -
49
Simplesat
Pronto Holdings
Simplesat is the fun and easy way to collect CSAT (Customer Satisfaction), CES (Customer Effort Score), and NPS (Net Promoter Score) feedback. Collect customer satisfaction directly through ConnectWise, Zendesk, Autotask, Salesforce, Intercom, Freshdesk, HubSpot, or any other helpdesk. You can also add and send the customer survey on your email signature, or send it directly from Simplesat. All your feedback ends up in one place - making it easy to analyze and take action!Starting Price: $99/month -
50
SiteChatify
SiteChatify
SiteChatify offers a no-code web application for building and deploying AI customer support chatbots. In minutes, users can create intelligent agents trained on their specific data, handling tasks from answering FAQs and directing users to resources, to booking appointments, capturing leads, and connecting with live support. Plus, extend functionality with integrations for popular platforms like Slack, Zendesk, and HubSpot.Starting Price: $25/month
