113 results
Why Capterra is free
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application... Learn more about ChurnZero

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
The Intellum platform provides all of the tools a company needs to create, manage, track, improve and scale highly-personalized learning experiences to large customer, partner, and... Learn more about Intellum Platform

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
HubSpot Service Hub makes it easy to solve customer problems with efficiency, accuracy, and delight. It includes ticketing & automation with a shared inbox to keep you organized; a... Learn more about HubSpot Service Hub

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers... Learn more about Zoho Desk

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Strengthen long-term relationships and fuel your customers' growth through one user-focused solution in LearnUpon LMS. Give customers the tools they need from the get-go with guided... Learn more about LearnUpon

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
UserGuiding helps product, customer success, and UX teams onboard users with guided tours and interactive manuals. No-code. With this simple lightweight tool, just about anyone can... Learn more about UserGuiding

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Boost customer success & support without breaking. Help your most valuable and freemium customers alike, with a scalable self-service platform by inSided. Leverage an online community... Learn more about inSided

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Front is the customer success software for happy customers and happy teams. With Front, you can manage all your customer conversations in one place such as email, group email like... Learn more about Front

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to... Learn more about EngageBay

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Zendesk offers the industry leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer... Learn more about Zendesk

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Bitrix24 is #1 free customer success and customer relationship management platform used by 8 million businesses worldwide. It is available in cloud or on-premise with open source code... Learn more about Bitrix24

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Agile CRM Customer Success Software - Provide superior customer service and maintain satisfied customers over the long term. Agile CRM enables businesses to provide a more personalized... Learn more about Agile CRM

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of... Learn more about Vivantio

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to increase customer loyalty + create advocates by getting them to recommend you to all their... Learn more about NiceJob

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Tribe is a modern and cloud-based community platform designed to drive customer success and retention. Empower your customers to help each other via peer-to-peer connections and enable... Learn more about Tribe

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Custifys Customer Success Platform is designed for B2B SaaS businesses and enables them to reduce their churn and increase Customer Lifetime Value. Aside from in-product usage... Learn more about Custify

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
If you're looking for a tool to improve your onboarding, retention, and support processes you definitely take a look at FROGED . Our tool has been designed to nurture your customers... Learn more about Froged

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Scale your customer success without hiring more support staff. Elevio is a self-service platform that makes it easy for customers to get the right support content, when and where they... Learn more about elevio

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
ProfitWell provides absolutely accurate, real-time subscription reporting and analytics. From MasterClass and Zenefits to Shipt and Vice, over 20,000 recurring revenue companies depend... Learn more about ProfitWell

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Minerva empowers you to effortlessly create clickable instructions for anything online. Any time you have to communicate a set of steps, without physically standing next to someone,... Learn more about Minerva

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Trengo increases team productivity and efficient customer communication by unifying all communication channels in one collaborative inbox. Receive messages from Email, Facebook... Learn more about Trengo

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Chat - Customers can exchange messages, files, and rate customer service. Web-Call - Customers are able to make a call directly from the webpage, via Internet, thus making such calls... Learn more about LiveCaller

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go.
With monday.com, you can organize and streamline all your work, and make sure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success representative has, or any other report that will help you work better.
With monday.com, you can organize and streamline all your work, and make sure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Automate your Customer Success operations in minutes with ready-to-use templates. Try Pipefy for free.
Improve customer success and CSAT scores with Pipefy. Automate emails, streamline customer requests, and standardize your customer onboarding processes with an intuitive, easy to use, no/low-code platform. Try Pipefy for free.
Improve customer success and CSAT scores with Pipefy. Automate emails, streamline customer requests, and standardize your customer onboarding processes with an intuitive, easy to use, no/low-code...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Textline is a business SMS platform offering the best tools for customer support workflow, team collaboration, and process automation.
Use SMS and make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business SMS platform that offers the best tools for customer support workflow, team collaboration, and process automation. We add text messaging capabilities to your existing landline or give you a new, textable phone number in your local area code.
Use SMS and make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business SMS platform that offers the best...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Run your own branded customer loyalty program. Recognize purchases and visits, increase customer retention and foster growth.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program complete with incentive campaigns, a vast digital rewards catalog (including AMEX, MC and Amazon GC Rewards), built-in e-mail/sms communications and autopilot operation. Several interfaces to choose from, including Standalone Cloud/Web, Customer Kiosk, Mobile App or Vend POS and Square POS integrated.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
The Thought Industries platform helps companies onboard, train, and certify customers with engaging online learning.
Give your customers the experience they deserve with interactive online training programs. Guide your customers with learner paths and recommended content and take them down the path to success. With the Thought Industries learning platform, you're able to build unique client training experiences for each client and distribute training materials at scale. Offer moment-of-need learning by embedding your training into your software to provide help where your clients most need it.
Give your customers the experience they deserve with interactive online training programs. Guide your customers with learner paths and recommended content and take them down the path to success. With...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers.
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers. Everything in one place. No matter how you talk with your customers (email, social media, chat, or the phone), easily keep track of it all in our intuitive dashboard.
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers. Everything in one place. No matter how you talk with your customers (email, social...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
An online platform for building an outstanding user experience via customer journey mapping, personas and impact mapping techniques.
UXPressia is an online tool for customer journey mapping, creating personas and impact maps. It is an optimal balance between sticker-and table-based solutions with an intuitive drag and drop interface and plenty of customizable features. With UXPressia you will design and deliver an exceptional experience to your customers. Visualize your customer journeys, create personas, analyze touchpoints in multi-channel interactions and invite collaborators to map together and share journeys online!
UXPressia is an online tool for customer journey mapping, creating personas and impact maps. It is an optimal balance between sticker-and table-based solutions with an intuitive drag and drop...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Userpilot helps product, UX & customer success teams increase user adoption through behavior driven product experiences. Code-Free.
Userpilot helps product, UX and customer success teams increase user adoption through behavior driven product experiences. Build beautiful, personalized and highly customizable experiences on top of your product to pave the way to Aha!. Quickly improve onboarding for new signups, trigger interactive tips when it's relevant and help users understand the value, all without writing any code. Userpilot also helps you Increase user retention, and stimulate feature discovery as your product evolves.
Userpilot helps product, UX and customer success teams increase user adoption through behavior driven product experiences. Build beautiful, personalized and highly customizable experiences on top of...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Liveoak Technologies. We get virtual business done.
Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit. Our mission is to create an engagement platform that allows large companies to do business in a virtual context.
Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
The best NPS solution for business. Get actionable insights to grow your business with SurveyMonkey CX.
SurveyMonkey CX is a turn-key NPS solution with robust features designed to collect, understand, and act on your customer feedback. Trigger personalized surveys through multiple channels to increase response rates. Identify improvement areas using advanced analytics - from key driver analysis to industry benchmarks. Take action faster by quickly closing the loop with customers. Easily share NPS insights with your team using custom reports, data exporting, and integrations.
SurveyMonkey CX is a turn-key NPS solution with robust features designed to collect, understand, and act on your customer feedback. Trigger personalized surveys through multiple channels to increase...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Leading cloud contact center solution designed to help enterprises improve CX for customers and employees.
3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers. Built on AWS, the solution provides advanced and scalable speech-enabled offerings for leading CRMs, including ServiceNow, SFDC, and MS Dynamics. With deployments on four continents and a growing base of Global 2000 clients, 3CLogic drives digital transformation by improving CX, operational efficiency and reporting insights with dynamic IVR, CTI, AI, and speech analytics.
3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers. Built on AWS, the solution provides advanced and scalable speech-enabled...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
The Value Management Office (VMO) empowers sales and marketing professionals to convey the unique value of their products and services.
The Value Management Office (VMO) from Ecosystems has a primary goal: to empower sales and marketing professionals to convey the unique benefits and value of their products and services to customers, with quantified insight, research, and analysis. Our software platform promotes interactive conversations for improving the performance of your marketing, sales, and customer success teams.
The Value Management Office (VMO) from Ecosystems has a primary goal: to empower sales and marketing professionals to convey the unique benefits and value of their products and services to customers,...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Channels is a data-driven Customer Success Software with free Web calls for you and your customers along with multiple other features.
Channels is an innovative Customer Success Software. We give you Web call - the customer can call you easily with one click from your company’s website. Channels integrates with platforms like Shopify, Magento, Pipedrive, and more. Other features include the display of customer details before a call, One-click Chrome extension, Call widget, Mobile App, IVR, Call Recordings, Live-listening, and more. Take the free option and try some of these features. Or, have them all with a full offer!
Channels is an innovative Customer Success Software. We give you Web call - the customer can call you easily with one click from your company’s website. Channels integrates with platforms like...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
B2B SaaS companies use Gainsight's Customer Success Platform to discover actionable insights that increase customer retention, reduce c
Gainsight is the platform for Customer Success. Gainsight aggregates and turns disparate customer data from multiple sources into a single source of truth. Review the customer data-driven insights and deploy actions that drive business outcomes for your clients.
Gainsight is the platform for Customer Success. Gainsight aggregates and turns disparate customer data from multiple sources into a single source of truth. Review the customer data-driven insights...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Revenue Intelligence Data Platform used by B2B Sales teams to unleash intelligent sales data and analytics to the entire revenue stack.
SalesDirector.ai is a revenue intelligence data platform for B2B sales organizations. We help them scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their sales rep behaviors, forecasts and pipelines. These insights are delivered directly to their CRM or can be visualized in BI tools such as Tableau, Domo, Google Data Studio, Power BI or Einstein)
SalesDirector.ai is a revenue intelligence data platform for B2B sales organizations. We help them scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Bolstra is ideal for medium sized to large enterprise B2B companies who have recurring revenue streams and deliver high value services
The only agile Customer Success Management platform designed to provide complete visibility into your customers so you can do the right work at the right time and fully scale your best practices.
The only agile Customer Success Management platform designed to provide complete visibility into your customers so you can do the right work at the right time and fully scale your best practices.

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Web & in-app real-time customer communication software for support. Co-browse, live chat, chatbot, video & voice.
Acquire equips enterprise teams with the digital tools they need to create the best customer experiences. With features including secure cobrowsing, AI chatbots, live chat, and video calling. Acquires flexible and scalable software suite meets the customer service and support needs of any business on any device.
Acquire equips enterprise teams with the digital tools they need to create the best customer experiences. With features including secure cobrowsing, AI chatbots, live chat, and video calling....

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Planhat is a Customer Success Platform focused on making Customer Success simple.
Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a modern CS Platform. The difference is in the design, usability & speed to implement.
Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Totango is a customer success platform that drives action and focus for teams and predictable results for management.
Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time.
Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling & customized reporting.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Rindle helps teams automate their customer onboarding processes, improving the accuracy of critical data and information.
Rindle helps teams automate their customer onboarding processes, making them standardized and streamlined, and improving the accuracy of critical data and information. Integrations with the tools you already use (Slack, Google Drive, Dropbox, & more) streamline communication, while Automations and Mirrors ensure you work consistently and efficiently.
Rindle helps teams automate their customer onboarding processes, making them standardized and streamlined, and improving the accuracy of critical data and information. Integrations with the tools you...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Skilljar's cloud-based, mobile-responsive learning management system (LMS) enables businesses to scale customer and partner training.
Skilljar is the leading training platform purpose-built for external education. Our enterprise-grade platform gives you all the tools you need to onboard, engage, and retain customers at scale. Skilljar enables your Customer Success teams by helping you scale your training program and proactively educate customers and partners.
Skilljar is the leading training platform purpose-built for external education. Our enterprise-grade platform gives you all the tools you need to onboard, engage, and retain customers at scale....

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Starred builds recruitment feedback software for Talent Acquisition teams that want to deliver the best possible candidate experience.
Starred allows Talent Acquisition team to improve on their Candidate Experience. What's more, we equip them with the actionable insights they need to make better decisions. With leading lights like Spotify, VodafoneZiggo, Toast, Coca-Cola, Virgin Atlantic, Glovo, Elastic and Deloitte, the road ahead for better candidate experience feedback is looking good. Understanding your candidates can improve quality of hire, enforce your employer brand, decrease time to hire and many other benefits.
Starred allows Talent Acquisition team to improve on their Candidate Experience. What's more, we equip them with the actionable insights they need to make better decisions. With leading lights like...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
AppsForOps Timeline is a game changing Customer Success software platform.
Customer Success - powered by being in the know. Next level visibility on customer activity spanning your organisation's people, processes and systems. Easily see the whole picture and act on what matters most. View a timeline of all customer activity right in your Outlook inbox. Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.
Customer Success - powered by being in the know. Next level visibility on customer activity spanning your organisation's people, processes and systems. Easily see the whole picture and act on what...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts
Enable agents to provide quick, accurate and up-to-date support information by centralizing your company's knowledge management.
USU Knowledge Management is the leading knowledge management platform for contact centers. We help your customer facing agents provide better, more efficient customer service powered by a single source of easy-to-understand information. Dealing with the sheer volume of information is harder than actually finding it. Our omni-channel knowledge management makes customer service as simple as a Google search, and delivers the right answers quickly.
USU Knowledge Management is the leading knowledge management platform for contact centers. We help your customer facing agents provide better, more efficient customer service powered by a single...

Features

  • Health Score
  • Customer Management
  • Customer Engagement
  • Account Management
  • Onboarding
  • Account Alerts