Best Enterprise Customer Success Software

How Many Customer Success Software Products Does G2 Track?

Total Products under this Category: 95

Category Stats (Oct 2026)

  • Average Rating: 4.6/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Verint Voice of the Customer (+0.69%) - Among all products in this category, Verint Voice of the Customer recorded the largest rating increase compared to last month

Last updated: October 23, 2026

How Does G2 Rank Customer Success Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,200+ Authentic Reviews
  • 95+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Customer Success Software

G2 Grid® for Customer Success Software plotting products by satisfaction and market presence

Highlighted products: Gainsight Customer Success, ChurnZero, Totango, HubSpot Service Hub, Planhat, Aviso, Vitally, and Catalyst.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-success/grids.json?focus%5B%5D=gainsight-customer-success&focus%5B%5D=churnzero&focus%5B%5D=totango&focus%5B%5D=hubspot-service-hub&focus%5B%5D=planhat&focus%5B%5D=aviso&focus%5B%5D=vitally&focus%5B%5D=totango-catalyst&segment=enterprise)

Gainsight Customer Success

Gainsight Customer Success brings together rich agentic insights, relationship-level intelligence, and a multi-dimensional health scoring to surface risk and expansion opportunities a full quarter earlier, then turns those insights into action through coordinated retention, expansion, and renewal motions across every customer segment, including the long-tail. Designed for enterprise complexity spanning multiple products, hierarchies, and stakeholders, Gainsight supports human-led, digital-led, and agent-led programs, enabling teams to scale outcomes across their entire book of business and deliver Retention-as-a-Service (RaaS). The result is measurable impact and scale, including 50% increased CSM capacity, 15% higher expansion, 95% forecast accuracy, and 20% reduced churn—all backed by a decade of CS expertise and the largest community of CS professionals.

Average Rating: 4.5/5.0

Total Reviews: 1,730

How Do G2 Users Rate Gainsight Customer Success?

  • Scalability: 8.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.4/10 (Category avg: 8.9/10)
  • Ease of Use: 8.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Gainsight Customer Success?

  • Seller: Gainsight Inc.
  • Company Website:
  • Year Founded: 2009
  • HQ Location: San Francisco, CA
  • Twitter: @GainsightHQ
    13,119 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,144 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Senior Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 33% Large

What Do G2 Reviewers Say About Gainsight Customer Success?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Gainsight Customer Success, enhancing productivity and providing clear account visualization.
  • Users value the centralized customer data in Gainsight, enhancing efficiency and effectiveness for Customer Success Management.
  • Users appreciate the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and operational efficiency.
  • Users value the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and engagement.
  • Users value the intuitive interface of Gainsight Customer Success for its ease of navigation and clear data visibility.
Cons
  • Users find the complexity of report creation in Gainsight Customer Success can hinder navigation and usability.
  • Users note significant missing features in Gainsight, affecting functionality, security assessments, and integration capabilities.
  • Users report a steep learning curve with Gainsight Customer Success, finding initial setup and understanding features challenging.
  • Users find it challenging due to limited customization options in Gainsight, leading to a less user-friendly experience.
  • Users struggle with the complexity of Gainsight's setup and configuration, requiring significant time and effort to optimize.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

ChurnZero

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. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale.

Average Rating: 4.7/5.0

Total Reviews: 1,615

How Do G2 Users Rate ChurnZero?

  • Scalability: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.2/10 (Category avg: 8.9/10)
  • Ease of Use: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind ChurnZero?

  • Seller: ChurnZero
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Washington, District of Columbia
  • Twitter: @churnzero
    1,792 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    145 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Director of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Medium, 28% Small

What Do G2 Reviewers Say About ChurnZero?

AI-generated summary from verified user reviews

Pros
  • Users find ChurnZero to be intuitive and user-friendly, streamlining their operations and enhancing customer engagement.
  • Users value the helpful customer success management that aids in efficiently monitoring and engaging with clients.
  • Users love the automation features of ChurnZero, enhancing organization and streamlining workflows for improved customer success.
  • Users rave about the fantastic customer support from ChurnZero, enhancing their experience and efficiency significantly.
  • Users commend ChurnZero for its efficiency in organization and adaptability, streamlining workflows and enhancing customer management.
Cons
  • Users find the learning curve steep, resulting in a time-consuming process before fully benefiting from ChurnZero.
  • Users find the complexity of navigation and report creation in ChurnZero challenging, impacting overall usability.
  • Users find ChurnZero's interface not intuitive, complicating email formatting, navigation, and integration processes.
  • Users note the missing features in ChurnZero, expressing a desire for better account overview and customization options.
  • Users face a steep learning curve with ChurnZero, requiring time and effort to achieve proficiency with features.

What Are Recent G2 Reviews of ChurnZero?

What Are G2 Users Discussing About ChurnZero?

Totango

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 methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.

Average Rating: 4.3/5.0

Total Reviews: 1,140

How Do G2 Users Rate Totango?

  • Scalability: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.2/10 (Category avg: 8.9/10)
  • Ease of Use: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Totango?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 57% Medium, 22% Small

What Do G2 Reviewers Say About Totango?

AI-generated summary from verified user reviews

Pros
  • Users find Totango to be easy to use, simplifying setup and enhancing account tracking and daily workflows.
  • Users value the excellent customer support from Totango, enhancing their effectiveness and simplifying account management.
  • Users appreciate the robust functionality of Totango, enabling seamless campaign management and valuable insights.
  • Users appreciate the customization options in Totango, enhancing account management and improving customer adoption strategies.
  • Users value the efficiency of Totango, streamlining workflows and enhancing productivity across the customer journey.
Cons
  • Users find the learning curve steep, as the overload of data makes it challenging to identify key information quickly.
  • Users face integration issues with Totango, particularly with Salesforce, hindering a seamless experience across platforms.
  • Users find missing features in Totango, such as limited analysis tools and poor campaign templates, frustrating.
  • Users find the limited customization options in Totango hinder their ability to tailor the product effectively.
  • Users face a steep learning curve with Totango, finding it overwhelming and lacking sufficient educational resources.

What Are Recent G2 Reviews of Totango?

What Are G2 Users Discussing About Totango?

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HubSpot Service Hub

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. Core Value Proposition: Service Hub addresses three critical customer service challenges: scaling support teams without proportional headcount increases, maintaining service quality across multiple communication channels, and leveraging customer data to drive retention and growth. The platform connects customer service data with information from sales and marketing, providing support representatives with complete customer context. Key Capabilities: Omnichannel Help Desk: Service Hub consolidates support requests from multiple communication channels into a single interface. Teams manage all customer communications without switching between tools, ensuring consistent response quality across channels. AI-Powered Efficiency: The platform includes AI features that automate ticket routing, suggest relevant knowledge base articles, and identify patterns in customer issues to improve resolution speed and support team productivity. Self-Service Tools: Service Hub provides knowledge base creation, chatbot functionality, and customer portal capabilities enabling customers to find answers independently. This reduces ticket volume and support team workload while improving customer satisfaction. Data-Driven Retention: The platform offers customer health scoring, efficiency reporting, and trend analysis that help service leaders identify at-risk accounts, optimize team performance, and connect support activities to business growth metrics. Service Hub vs. Alternatives: Unlike standalone ticketing systems operating in isolation, Service Hub shares customer data with sales and marketing platforms, enabling support teams to see complete customer journey context. Representatives can access purchase history, marketing interactions, and sales conversations without needing to request information from other departments. Service Hub eliminates the need to purchase and integrate separate tools for live chat, knowledge base management, customer feedback collection, and service analytics by providing these capabilities within the unified HubSpot platform. Who Should Use Service Hub: Service Hub serves customer experience leaders seeking to scale support efficiently, support teams needing complete customer context for quality service delivery, and organizations wanting to connect service metrics to retention and growth outcomes. The platform enables CX leaders to focus on efficient reps empowered by AI. Outcome: Service Hub helps teams deliver delightful support at scale with unified customer insights, create efficient reps empowered by AI, and scale their company, not complexity.

Average Rating: 4.4/5.0

Total Reviews: 2,912

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How Do G2 Users Rate HubSpot Service Hub?

  • Scalability: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.7/10 (Category avg: 8.9/10)
  • Ease of Use: 8.6/10 (Category avg: 8.9/10)

Who Is the Company Behind HubSpot Service Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Customer Success Specialist
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Small, 37% Medium

What Do G2 Reviewers Say About HubSpot Service Hub?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of HubSpot Service Hub, streamlining communication and enhancing decision-making effortlessly.
  • Users love the seamless integration of features in HubSpot Service Hub, enhancing communication and accessibility of insights.
  • Users highly value the responsive customer support of HubSpot Service Hub, ensuring quick assistance for any inquiries.
  • Users appreciate the efficiency of HubSpot Service Hub, streamlining tasks and enhancing productivity effectively.
  • Users appreciate the convenient ticketing system of HubSpot Service Hub, efficiently managing all customer interactions in one place.
Cons
  • Users find missing features in HubSpot Service Hub, especially in customization and advanced functionalities requiring higher plans.
  • Users find limited customization in contacts and reporting features, hindering their ability to effectively manage multiple properties.
  • Users feel the limited features of HubSpot Service Hub hinder customization and efficiency in their workflows.
  • Users report a lack of features in HubSpot Service Hub, hindering usability and cross-team collaboration.
  • Users face limited email processing options and struggle with ticket management inefficiencies in HubSpot Service Hub.

What Are Recent G2 Reviews of HubSpot Service Hub?

What Are G2 Users Discussing About HubSpot Service Hub?

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 951

How Do G2 Users Rate Planhat?

  • Scalability: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.5/10 (Category avg: 8.9/10)
  • Ease of Use: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Head of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users love the automation capabilities of Planhat, as it significantly saves time and enhances team productivity.
  • Users value the efficiency of Planhat for automating workflows and enhancing visibility into customer health.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Aviso

Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com.

Average Rating: 4.3/5.0

Total Reviews: 981

How Do G2 Users Rate Aviso?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Aviso?

  • Seller: Aviso, Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redwood City, CA
  • Twitter: @AvisoInc
    895 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    384 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 42% Medium

What Do G2 Reviewers Say About Aviso?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Aviso's intuitive filters and clear dashboards for efficient tracking.
  • Users value the AI prediction feature in Aviso, enhancing clarity and focus during forecasting and performance evaluations.
  • Users appreciate the abundant features of Aviso, facilitating comprehensive and user-friendly sales forecasting.
  • Users value the clean interface and logical organization of Aviso, enhancing navigation and insights for better forecasting.
  • Users value the efficiency of Aviso, streamlining their forecasting and data management for a smoother experience.
Cons
  • Users find the learning curve steep, with difficult initial setup and a lack of visibility into their progress.
  • Users report slow loading times with Aviso, facing frustrating delays of over 10 seconds on each page.
  • Users report inaccurate data from Aviso, particularly concerning salesforce integration and AI forecasts.
  • Users find Aviso lacking key features, such as incomplete forecasting capabilities, which complicate their processes.
  • Users experience slow performance with Aviso, facing lag and long load times that hinder productivity.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Vitally

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, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals.

Average Rating: 4.5/5.0

Total Reviews: 703

How Do G2 Users Rate Vitally?

  • Scalability: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.8/10 (Category avg: 8.9/10)
  • Ease of Use: 8.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Vitally?

  • Seller: Vitally
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @vitally_io
    474 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    136 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Medium, 40% Small

What Do G2 Reviewers Say About Vitally?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Vitally, appreciating its intuitive interface and helpful features for daily tasks.
  • Users appreciate the easy integrations of Vitally, enhancing workflow efficiency through seamless connections with other platforms.
  • Users enjoy the intuitive interface of Vitally, finding it easy to use for diverse applications.
  • Users love the 100% customization of Vitally, finding it essential for enhancing their customer support experience.
  • Users value the automation capabilities of Vitally for streamlining tasks and enhancing workflow efficiency.
Cons
  • Users find Vitally's complexity daunting, requiring significant time and effort for setup and customization, especially for non-tech users.
  • Users express frustration with integration issues, needing more native options and facing workaround challenges for connectivity.
  • Users note a steep learning curve with Vitally, requiring time and team investment for effective use.
  • Users find Vitally not intuitive, requiring significant time and investment to fully understand and navigate the system.
  • Users note a steep learning curve with Vitally, requiring significant time and technical effort for effective utilization.

What Are Recent G2 Reviews of Vitally?

What Are G2 Users Discussing About Vitally?

Catalyst

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 businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here!

Average Rating: 4.5/5.0

Total Reviews: 656

How Do G2 Users Rate Catalyst?

  • Scalability: 8.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.5/10 (Category avg: 8.9/10)
  • Ease of Use: 8.7/10 (Category avg: 8.9/10)

Who Is the Company Behind Catalyst?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Senior Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 75% Medium, 13% Small

What Do G2 Reviewers Say About Catalyst?

AI-generated summary from verified user reviews

Pros
  • Users find Catalyst's intuitive interface remarkably easy to use, enhancing customer success management and engagement efficiently.
  • Users love the automation features of Catalyst, enhancing efficiency in managing customer interactions and driving retention.
  • Users value the proactive customer engagement features of Catalyst, enhancing relationships and driving effective outcomes efficiently.
  • Users appreciate the seamless integrations with their tech stack, streamlining operations and enhancing data consistency.
  • Users appreciate the intuitive and clean interface of Catalyst, facilitating easy navigation and quick value realization.
Cons
  • Users experience a challenging learning curve with Catalyst, especially if unfamiliar with CS platforms, complicating initial use.
  • Users face integration issues, especially with Outreach, complicating workflows and limiting effective account management.
  • Users are frustrated by the missing features in Catalyst, leading to inefficiencies and complications in workflow management.
  • Users find the interface not intuitive, making simple tasks complex and often frustrating during use.
  • Users feel that the limited customization options hinder the ability to create tailored dashboards and sync objects effectively.

What Are Recent G2 Reviews of Catalyst?

What Are G2 Users Discussing About Catalyst?

Certinia CS Cloud

Certinia CS Cloud: The Unified Customer Success Platform Certinia CS Cloud is the only customer success solution built natively on the Salesforce platform. By unifying data across Sales, Professional Services, and Support, it eliminates the "Transition Gap" and provides a single, secure source of truth to drive consistent value realization and maximize Net Revenue Retention (NRR). Drive Consistent Action with Dynamic Playbooks Standardize success motions across your organization. Dynamic Playbooks use intelligent automation to trigger customized workflows based on business policies and customer signals. For example, a dip in a health score immediately initiates a tailored retention playbook to ensure proactive, consistent team action. Shorten Time-to-Value with Shared Context Eliminate the structural friction that stalls post-sales momentum. By sharing the same Salesforce data architecture as PS Cloud, CS Cloud captures specific business challenges from the initial sale to define implementation priorities. This ensures CSMs enter every relationship with full context, not playing catch-up. Enhance Visibility with Customer Account Summaries Get an instant, high-fidelity overview of account health. Customer Account Summaries provide CSMs with a concise digest of activities, key stakeholders, and strategic insights. This enables faster meeting preparation and more meaningful executive conversations without the need for manual data mining across siloed tools. Accelerate Success with Marketing Cloud Integration Execute highly personalized customer journeys. The native Salesforce Marketing Cloud integration empowers CS teams to trigger automated communications directly from within your marketing platform. This drives product adoption and revenue with precision by aligning success triggers with professional marketing engagement. Prove Value through the Shared Success Portal Break down the wall between your team and your customers. The Shared Success Portal provides a dedicated space for clients to track progress toward objectives. Surface "realized value" dashboards, to make it easy for stakeholders to justify renewals and maintain long-term momentum.

Average Rating: 4.4/5.0

Total Reviews: 39

How Do G2 Users Rate Certinia CS Cloud?

  • Scalability: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.4/10 (Category avg: 8.9/10)
  • Ease of Use: 7.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Certinia CS Cloud?

  • Seller: Certinia
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Austin, TX
  • Twitter: @CertiniaInc
    12,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    995 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 44% Medium, 38% Large

What Are Recent G2 Reviews of Certinia CS Cloud?

Cloud Coach

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 separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

Average Rating: 4.5/5.0

Total Reviews: 172

How Do G2 Users Rate Cloud Coach?

  • Scalability: 8.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.8/10)
  • Performance & Reliability: 7.7/10 (Category avg: 8.9/10)
  • Ease of Use: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Cloud Coach?

  • Seller: Cloud Coach
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • Twitter: @cloudcoach
    116 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Medium, 31% Small

What Do G2 Reviewers Say About Cloud Coach?

AI-generated summary from verified user reviews

Pros
  • Users find Cloud Coach's user-friendly interface enhances productivity and collaboration, streamlining project management effortlessly.
  • Users value the seamless project management features of Cloud Coach that enhance organization and productivity across teams.
  • Users value the seamless integration with Salesforce, enhancing visibility and collaboration across projects and tasks.
  • Users value the seamless integration with Salesforce, enabling efficient project management without switching applications.
  • Users appreciate the seamless Salesforce integration of Cloud Coach, enhancing visibility and streamlining project management.
Cons
  • Users find the steep learning curve of Cloud Coach intimidating, making initial navigation challenging for new users.
  • Users find Cloud Coach to have high complexity, making navigation and customization challenging, especially for newcomers.
  • Users find missing features frustrating, limiting customization and setup, especially for advanced task management and tracking.
  • Users note the limited customization options in Cloud Coach can complicate workflows and affect performance negatively.
  • Users find Cloud Coach to have a complex usability that makes navigation difficult, especially for new users.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

Verint Voice of the Customer

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 everywhere, act immediately, and analyze deeper than with any other experience management solution in the marketplace. Verint offers prescriptive VoC solutions across Web and Mobile, Enterprise-wide, and Location-Based experiences. As part of the Verint Platform, Verint Voice of the Customer allows CX leaders to close the Engagement Capacity Gap™ between customer expectations and budget or resources by: Deriving insights from data and AI Connecting organizational silos Leveraging CX orchestration and automation Examples of customer successes include: - Increasing NPS by 17 points - Realizing a 72% increase in BOPIS (buy online pickup in store) orders month-over-month - Cross-functional view of customer interactions enabling continuous CX improvements - Unlock the power of a unified customer experience! Contact us today. Verint wholly owns OpinionLab and ForeSee, both of which are now fully integrated parts of Verint Voice of the Customer (formerly known as Experience Management).

Average Rating: 4.2/5.0

Total Reviews: 49

How Do G2 Users Rate Verint Voice of the Customer?

  • Scalability: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.0/10 (Category avg: 8.9/10)
  • Ease of Use: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Verint Voice of the Customer?

  • Seller: Verint
  • Year Founded: 1994
  • HQ Location: Melville, New York
  • Twitter: @Verint
    7,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,316 employees on LinkedIn®
  • Ownership: Thoma Bravo

Who Uses This Product?

  • Top Industries: Computer Software, Retail
  • Company Size: 44% Large, 34% Medium

What Are Recent G2 Reviews of Verint Voice of the Customer?

What Are G2 Users Discussing About Verint Voice of the Customer?

Custify

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 powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.

Average Rating: 4.7/5.0

Total Reviews: 529

How Do G2 Users Rate Custify?

  • Scalability: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.2/10 (Category avg: 8.9/10)
  • Ease of Use: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Custify?

  • Seller: Custify
  • Year Founded: 2017
  • HQ Location: Bucharest, Romania
  • Twitter: @CustifySRL
    628 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Small, 33% Medium

What Do G2 Reviewers Say About Custify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Custify, benefiting from intuitive features that streamline customer management.
  • Users value the responsive customer support of Custify, always available to provide assistance and guidance.
  • Users find Custify to be intuitive and easy to use, making it accessible for all departments and individuals.
  • Users value the robust automation features of Custify, streamlining tasks and enhancing customer success strategies.
  • Users value the versatile integration options of Custify, enhancing adaptability and collaboration across teams and tools.
Cons
  • Users note the missing features in Custify, highlighting issues with tracking, communication, and documentation.
  • Users find the email functionality lacking with limited reporting and improvement needed in tracking features.
  • Users find limited customization options frustrating, affecting their ability to tailor the interface to their needs.
  • Users note the steep learning curve for Custify, with setup and UI improvements often proving challenging.
  • Users find Custify to be not intuitive, struggling with an outdated UI and complex settings that hinder usability.

What Are Recent G2 Reviews of Custify?

What Are G2 Users Discussing About Custify?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated