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Best Enterprise Customer Success Software

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

Products classified in the overall Customer Success category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Customer Success to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Customer Success category.

In addition to qualifying for inclusion in the Customer Success Software category, to qualify for inclusion in the Enterprise Business Customer Success Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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Featured Customer Success Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Highest User Satisfaction:
Best Free Software:
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Best for Mid-Market:
Highest User Satisfaction:
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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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11 Listings in Enterprise Customer Success Software Available

(1,632)4.5 out of 5
Optimized for quick response
7th Easiest To Use in Customer Success software
View top Consulting Services for Gainsight Customer Success
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Gainsight Customer Success (CS) is the command center for post-sale growth, giving CROs and CS leaders the visibility, automation, and AI they need to protect revenue and scale efficiently. Instead of

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 34% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Gainsight Customer Success Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Centralized Information
    53
    Visibility
    51
    Customer Support
    38
    Intuitive
    37
    Cons
    Not Intuitive
    24
    Missing Features
    22
    Steep Learning Curve
    20
    Limited Customization
    17
    Complexity
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Gainsight Customer Success features and usability ratings that predict user satisfaction
    8.5
    Scalability
    Average: 8.8
    8.1
    Workflow Capability
    Average: 8.6
    8.4
    Performance & Reliability
    Average: 8.8
    8.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @GainsightHQ
    13,177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,095 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Gainsight Customer Success (CS) is the command center for post-sale growth, giving CROs and CS leaders the visibility, automation, and AI they need to protect revenue and scale efficiently. Instead of

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 34% Enterprise
Gainsight Customer Success Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Centralized Information
53
Visibility
51
Customer Support
38
Intuitive
37
Cons
Not Intuitive
24
Missing Features
22
Steep Learning Curve
20
Limited Customization
17
Complexity
15
Gainsight Customer Success features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.8
8.1
Workflow Capability
Average: 8.6
8.4
Performance & Reliability
Average: 8.8
8.0
Ease of Use
Average: 8.8
Seller Details
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,177 Twitter followers
LinkedIn® Page
www.linkedin.com
1,095 employees on LinkedIn®
(1,146)4.3 out of 5
Optimized for quick response
14th Easiest To Use in Customer Success software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    202
    Customer Support
    98
    Helpful
    98
    Customization
    97
    Efficiency
    94
    Cons
    Learning Curve
    83
    Integration Issues
    65
    Missing Features
    57
    Limited Customization
    49
    Steep Learning Curve
    49
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Totango features and usability ratings that predict user satisfaction
    8.3
    Scalability
    Average: 8.8
    8.0
    Workflow Capability
    Average: 8.6
    8.2
    Performance & Reliability
    Average: 8.8
    8.2
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 22% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
202
Customer Support
98
Helpful
98
Customization
97
Efficiency
94
Cons
Learning Curve
83
Integration Issues
65
Missing Features
57
Limited Customization
49
Steep Learning Curve
49
Totango features and usability ratings that predict user satisfaction
8.3
Scalability
Average: 8.8
8.0
Workflow Capability
Average: 8.6
8.2
Performance & Reliability
Average: 8.8
8.2
Ease of Use
Average: 8.8
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
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(1,566)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Customer Success software
View top Consulting Services for ChurnZero
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    165
    Helpful
    110
    Automation
    96
    Customer Support
    93
    Efficiency
    89
    Cons
    Learning Curve
    58
    Complexity
    44
    Not Intuitive
    44
    Missing Features
    41
    Steep Learning Curve
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ChurnZero features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.8
    8.7
    Workflow Capability
    Average: 8.6
    9.2
    Performance & Reliability
    Average: 8.8
    8.5
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,832 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 27% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
165
Helpful
110
Automation
96
Customer Support
93
Efficiency
89
Cons
Learning Curve
58
Complexity
44
Not Intuitive
44
Missing Features
41
Steep Learning Curve
35
ChurnZero features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
8.7
Workflow Capability
Average: 8.6
9.2
Performance & Reliability
Average: 8.8
8.5
Ease of Use
Average: 8.8
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,832 Twitter followers
LinkedIn® Page
www.linkedin.com
138 employees on LinkedIn®
(2,892)4.4 out of 5
Optimized for quick response
4th Easiest To Use in Customer Success software
View top Consulting Services for HubSpot Service Hub
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Service Hub delivers AI-powered customer service at scale by unifying customer insights, providing omnichannel support tools, and enabling efficient self-service options within a single platform. C

    Users
    • Customer Success Manager
    • Customer Success Specialist
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HubSpot Service Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    325
    Features
    214
    Helpful
    170
    Efficiency
    155
    Case Management
    147
    Cons
    Missing Features
    117
    Limited Customization
    93
    Limited Features
    88
    Lack of Features
    75
    Ticket Management
    75
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HubSpot Service Hub features and usability ratings that predict user satisfaction
    8.5
    Scalability
    Average: 8.8
    8.6
    Workflow Capability
    Average: 8.6
    8.7
    Performance & Reliability
    Average: 8.8
    8.6
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,255 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Service Hub delivers AI-powered customer service at scale by unifying customer insights, providing omnichannel support tools, and enabling efficient self-service options within a single platform. C

Users
  • Customer Success Manager
  • Customer Success Specialist
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 37% Mid-Market
HubSpot Service Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
325
Features
214
Helpful
170
Efficiency
155
Case Management
147
Cons
Missing Features
117
Limited Customization
93
Limited Features
88
Lack of Features
75
Ticket Management
75
HubSpot Service Hub features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.8
8.6
Workflow Capability
Average: 8.6
8.7
Performance & Reliability
Average: 8.8
8.6
Ease of Use
Average: 8.8
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,255 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
(883)4.5 out of 5
Optimized for quick response
8th Easiest To Use in Customer Success software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    215
    Customer Support
    155
    Customization
    106
    Automation Efficiency
    103
    Helpful
    103
    Cons
    Learning Curve
    113
    Complexity
    78
    Steep Learning Curve
    62
    Integration Issues
    58
    Limitations
    56
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planhat features and usability ratings that predict user satisfaction
    8.8
    Scalability
    Average: 8.8
    8.5
    Workflow Capability
    Average: 8.6
    8.5
    Performance & Reliability
    Average: 8.8
    8.3
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,051 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    227 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
215
Customer Support
155
Customization
106
Automation Efficiency
103
Helpful
103
Cons
Learning Curve
113
Complexity
78
Steep Learning Curve
62
Integration Issues
58
Limitations
56
Planhat features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.8
8.5
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.3
Ease of Use
Average: 8.8
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,051 Twitter followers
LinkedIn® Page
www.linkedin.com
227 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Verint® Voice of the Customer™ (formerly known as Experience Management™) empowers CX Leaders to optimize customer experiences in real-time. With Verint Voice of the Customer, companies can listen eve

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 51% Enterprise
    • 37% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Verint Voice of the Customer features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.8
    9.2
    Workflow Capability
    Average: 8.6
    9.0
    Performance & Reliability
    Average: 8.8
    8.2
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Verint
    Year Founded
    1994
    HQ Location
    Melville, New York
    Twitter
    @Verint
    7,755 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,226 employees on LinkedIn®
    Ownership
    NASDAQ: VRNT
Product Description
How are these determined?Information
This description is provided by the seller.

Verint® Voice of the Customer™ (formerly known as Experience Management™) empowers CX Leaders to optimize customer experiences in real-time. With Verint Voice of the Customer, companies can listen eve

Users
No information available
Industries
  • Retail
Market Segment
  • 51% Enterprise
  • 37% Mid-Market
Verint Voice of the Customer features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
9.2
Workflow Capability
Average: 8.6
9.0
Performance & Reliability
Average: 8.8
8.2
Ease of Use
Average: 8.8
Seller Details
Seller
Verint
Year Founded
1994
HQ Location
Melville, New York
Twitter
@Verint
7,755 Twitter followers
LinkedIn® Page
www.linkedin.com
4,226 employees on LinkedIn®
Ownership
NASDAQ: VRNT
(659)4.5 out of 5
10th Easiest To Use in Customer Success software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps busines

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Mid-Market
    • 13% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Catalyst Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Automation
    21
    Integrations
    21
    User Interface
    21
    Customer Engagement
    19
    Cons
    Integration Issues
    15
    Learning Curve
    15
    Missing Features
    12
    Not Intuitive
    12
    Difficult Navigation
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Catalyst features and usability ratings that predict user satisfaction
    8.6
    Scalability
    Average: 8.8
    8.2
    Workflow Capability
    Average: 8.6
    8.5
    Performance & Reliability
    Average: 8.8
    8.7
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps busines

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Mid-Market
  • 13% Small-Business
Catalyst Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Automation
21
Integrations
21
User Interface
21
Customer Engagement
19
Cons
Integration Issues
15
Learning Curve
15
Missing Features
12
Not Intuitive
12
Difficult Navigation
10
Catalyst features and usability ratings that predict user satisfaction
8.6
Scalability
Average: 8.8
8.2
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.7
Ease of Use
Average: 8.8
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
(686)4.5 out of 5
Optimized for quick response
3rd Easiest To Use in Customer Success software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vitally Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Integrations
    28
    Intuitive
    23
    Customization
    22
    Automation
    21
    Cons
    Complexity
    16
    Integration Issues
    11
    Learning Curve
    10
    Not Intuitive
    9
    Steep Learning Curve
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vitally features and usability ratings that predict user satisfaction
    8.8
    Scalability
    Average: 8.8
    8.5
    Workflow Capability
    Average: 8.6
    8.8
    Performance & Reliability
    Average: 8.8
    8.4
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    478 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    124 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 41% Small-Business
Vitally Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Integrations
28
Intuitive
23
Customization
22
Automation
21
Cons
Complexity
16
Integration Issues
11
Learning Curve
10
Not Intuitive
9
Steep Learning Curve
9
Vitally features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.8
8.5
Workflow Capability
Average: 8.6
8.8
Performance & Reliability
Average: 8.8
8.4
Ease of Use
Average: 8.8
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
478 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
(708)4.3 out of 5
Optimized for quick response
11th Easiest To Use in Customer Success software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certinia Professional Services (PS) Cloud is a Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations worldwide. As a unified cloud PSA software, it

    Users
    • Salesforce Administrator
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 53% Mid-Market
    • 36% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Certinia PS Cloud is a platform built on the Salesforce architecture, designed for project management, resource planning, and financials in a single, unified platform.
    • Users like that Certinia PS Cloud centralizes project management, resource planning, and financials, provides real-time visibility into project health, optimizes resource allocation, and offers accurate forecasting.
    • Users mentioned that Certinia PS Cloud is complex with a steep learning curve, certain workflows require too many steps, the interface can be less intuitive for new users, and the deployment process tends to be very lengthy.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certinia PS Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    63
    Project Management
    41
    Reporting
    38
    User-Friendly
    36
    Salesforce Integration
    29
    Cons
    Learning Curve
    28
    Complex Usability
    20
    Difficult Customization
    17
    Slow Performance
    17
    Missing Features
    16
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certinia PS Cloud features and usability ratings that predict user satisfaction
    8.7
    Scalability
    Average: 8.8
    9.3
    Workflow Capability
    Average: 8.6
    8.4
    Performance & Reliability
    Average: 8.8
    7.9
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Certinia
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @CertiniaInc
    12,247 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    943 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certinia Professional Services (PS) Cloud is a Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations worldwide. As a unified cloud PSA software, it

Users
  • Salesforce Administrator
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 53% Mid-Market
  • 36% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Certinia PS Cloud is a platform built on the Salesforce architecture, designed for project management, resource planning, and financials in a single, unified platform.
  • Users like that Certinia PS Cloud centralizes project management, resource planning, and financials, provides real-time visibility into project health, optimizes resource allocation, and offers accurate forecasting.
  • Users mentioned that Certinia PS Cloud is complex with a steep learning curve, certain workflows require too many steps, the interface can be less intuitive for new users, and the deployment process tends to be very lengthy.
Certinia PS Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
63
Project Management
41
Reporting
38
User-Friendly
36
Salesforce Integration
29
Cons
Learning Curve
28
Complex Usability
20
Difficult Customization
17
Slow Performance
17
Missing Features
16
Certinia PS Cloud features and usability ratings that predict user satisfaction
8.7
Scalability
Average: 8.8
9.3
Workflow Capability
Average: 8.6
8.4
Performance & Reliability
Average: 8.8
7.9
Ease of Use
Average: 8.8
Seller Details
Seller
Certinia
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@CertiniaInc
12,247 Twitter followers
LinkedIn® Page
www.linkedin.com
943 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

    Users
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 31% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Cloud Coach is a project management tool that integrates with Salesforce to provide project planning, milestone tracking, resource management, and automation features.
    • Reviewers frequently mention the efficiency and time-saving benefits of Cloud Coach, highlighting its robust integration with Salesforce, automation features, and the ability to streamline workflows and optimize resource use.
    • Users mentioned that the interface of Cloud Coach can be overwhelming due to its many features, and the configuration and customization process can be demanding and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cloud Coach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    51
    Project Management
    44
    Integrations
    42
    Easy Integration
    33
    Salesforce Integration
    32
    Cons
    Learning Curve
    24
    Complexity
    20
    Missing Features
    15
    Limited Customization
    13
    Complex Usability
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cloud Coach features and usability ratings that predict user satisfaction
    8.0
    Scalability
    Average: 8.8
    7.9
    Workflow Capability
    Average: 8.6
    7.7
    Performance & Reliability
    Average: 8.8
    8.2
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2005
    HQ Location
    Fort Collins, Colorado
    Twitter
    @cloudcoach
    117 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

Users
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 31% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Cloud Coach is a project management tool that integrates with Salesforce to provide project planning, milestone tracking, resource management, and automation features.
  • Reviewers frequently mention the efficiency and time-saving benefits of Cloud Coach, highlighting its robust integration with Salesforce, automation features, and the ability to streamline workflows and optimize resource use.
  • Users mentioned that the interface of Cloud Coach can be overwhelming due to its many features, and the configuration and customization process can be demanding and time-consuming.
Cloud Coach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
51
Project Management
44
Integrations
42
Easy Integration
33
Salesforce Integration
32
Cons
Learning Curve
24
Complexity
20
Missing Features
15
Limited Customization
13
Complex Usability
12
Cloud Coach features and usability ratings that predict user satisfaction
8.0
Scalability
Average: 8.8
7.9
Workflow Capability
Average: 8.6
7.7
Performance & Reliability
Average: 8.8
8.2
Ease of Use
Average: 8.8
Seller Details
Company Website
Year Founded
2005
HQ Location
Fort Collins, Colorado
Twitter
@cloudcoach
117 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
(485)4.7 out of 5
1st Easiest To Use in Customer Success software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Custify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    123
    Customer Support
    83
    Intuitive
    54
    Integrations
    49
    Automation
    48
    Cons
    Missing Features
    30
    Email Functionality
    20
    Limited Customization
    20
    Learning Curve
    17
    Not Intuitive
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Custify features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.8
    8.9
    Workflow Capability
    Average: 8.6
    9.2
    Performance & Reliability
    Average: 8.8
    9.1
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Custify
    Year Founded
    2017
    HQ Location
    Bucharest, Romania
    Twitter
    @CustifySRL
    632 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 33% Mid-Market
Custify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
123
Customer Support
83
Intuitive
54
Integrations
49
Automation
48
Cons
Missing Features
30
Email Functionality
20
Limited Customization
20
Learning Curve
17
Not Intuitive
17
Custify features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
8.9
Workflow Capability
Average: 8.6
9.2
Performance & Reliability
Average: 8.8
9.1
Ease of Use
Average: 8.8
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
632 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®