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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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Best Customer Success Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

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
    97
    Centralized Information
    54
    Visibility
    51
    Customer Support
    39
    Data Centralization
    38
    Cons
    Not Intuitive
    23
    Missing Features
    22
    Steep Learning Curve
    20
    Complexity
    19
    Limited Customization
    18
  • 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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @GainsightHQ
    13,194 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
97
Centralized Information
54
Visibility
51
Customer Support
39
Data Centralization
38
Cons
Not Intuitive
23
Missing Features
22
Steep Learning Curve
20
Complexity
19
Limited Customization
18
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: 8.9
Seller Details
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,194 Twitter followers
LinkedIn® Page
www.linkedin.com
1,095 employees on LinkedIn®
(1,146)4.3 out of 5
Optimized for quick response
15th 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
    204
    Helpful
    100
    Customer Support
    99
    Customization
    98
    Efficiency
    94
    Cons
    Learning Curve
    86
    Integration Issues
    68
    Missing Features
    59
    Steep Learning Curve
    51
    Limited Customization
    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: 8.9
  • 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
204
Helpful
100
Customer Support
99
Customization
98
Efficiency
94
Cons
Learning Curve
86
Integration Issues
68
Missing Features
59
Steep Learning Curve
51
Limited Customization
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: 8.9
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
    150
    Helpful
    104
    Customer Support
    97
    Automation
    94
    Efficiency
    87
    Cons
    Learning Curve
    55
    Complexity
    41
    Not Intuitive
    41
    Missing Features
    39
    Steep Learning Curve
    32
  • 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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,836 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
150
Helpful
104
Customer Support
97
Automation
94
Efficiency
87
Cons
Learning Curve
55
Complexity
41
Not Intuitive
41
Missing Features
39
Steep Learning Curve
32
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: 8.9
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,836 Twitter followers
LinkedIn® Page
www.linkedin.com
138 employees on LinkedIn®
(2,889)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
    313
    Features
    201
    Helpful
    155
    Efficiency
    140
    Case Management
    139
    Cons
    Missing Features
    116
    Limited Customization
    86
    Limited Features
    86
    Lack of Features
    74
    Ticket Management
    66
  • 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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,375 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
313
Features
201
Helpful
155
Efficiency
140
Case Management
139
Cons
Missing Features
116
Limited Customization
86
Limited Features
86
Lack of Features
74
Ticket Management
66
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: 8.9
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,375 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
(882)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
    238
    Customer Support
    165
    Helpful
    114
    Customization
    113
    Automation Efficiency
    107
    Cons
    Learning Curve
    114
    Complexity
    79
    Steep Learning Curve
    64
    Integration Issues
    61
    Missing Features
    59
  • 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
    1,054 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
238
Customer Support
165
Helpful
114
Customization
113
Automation Efficiency
107
Cons
Learning Curve
114
Complexity
79
Steep Learning Curve
64
Integration Issues
61
Missing Features
59
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
1,054 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
    7,749 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
7,749 Twitter followers
LinkedIn® Page
www.linkedin.com
4,226 employees on LinkedIn®
Ownership
NASDAQ: VRNT
(658)4.5 out of 5
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.

    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
    85
    User Interface
    42
    Integrations
    39
    Intuitive
    36
    Customer Support
    32
    Cons
    Integration Issues
    27
    Learning Curve
    24
    Missing Features
    21
    Tool Limitations
    16
    Limited Customization
    15
  • 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: 8.9
  • 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
85
User Interface
42
Integrations
39
Intuitive
36
Customer Support
32
Cons
Integration Issues
27
Learning Curve
24
Missing Features
21
Tool Limitations
16
Limited Customization
15
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: 8.9
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
    106
    Customization
    47
    Integrations
    47
    Intuitive
    44
    Customizability
    36
    Cons
    Complexity
    36
    Not Intuitive
    25
    Integration Issues
    21
    Missing Functionality
    21
    Steep Learning Curve
    17
  • 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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    480 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
106
Customization
47
Integrations
47
Intuitive
44
Customizability
36
Cons
Complexity
36
Not Intuitive
25
Integration Issues
21
Missing Functionality
21
Steep Learning Curve
17
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: 8.9
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
480 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
(708)4.3 out of 5
Optimized for quick response
12th 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
    62
    Project Management
    40
    Reporting
    37
    User-Friendly
    36
    Salesforce Integration
    28
    Cons
    Learning Curve
    27
    Complex Usability
    19
    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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Certinia
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @CertiniaInc
    12,255 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
62
Project Management
40
Reporting
37
User-Friendly
36
Salesforce Integration
28
Cons
Learning Curve
27
Complex Usability
19
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: 8.9
Seller Details
Seller
Certinia
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@CertiniaInc
12,255 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
    59
    Project Management
    51
    Integrations
    41
    Easy Integration
    33
    Customization
    31
    Cons
    Learning Curve
    24
    Complexity
    22
    Missing Features
    17
    Limited Customization
    13
    Limited Features
    13
  • 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: 8.9
  • 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
59
Project Management
51
Integrations
41
Easy Integration
33
Customization
31
Cons
Learning Curve
24
Complexity
22
Missing Features
17
Limited Customization
13
Limited Features
13
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: 8.9
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®
(481)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
    120
    Customer Support
    80
    Intuitive
    51
    Automation
    47
    Integrations
    45
    Cons
    Missing Features
    28
    Email Functionality
    20
    Limited Customization
    19
    Not Intuitive
    17
    Learning Curve
    16
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Custify features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.8
    8.8
    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
120
Customer Support
80
Intuitive
51
Automation
47
Integrations
45
Cons
Missing Features
28
Email Functionality
20
Limited Customization
19
Not Intuitive
17
Learning Curve
16
Custify features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
8.8
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®