Best Customer Success Software with Custom Triggers Capabilities

Benefits of Customer Success Software with Custom Triggers capabilities include: Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Below are the top-rated Customer Success Software with Custom Triggers capabilities, as verified by G2’s Research team. Real users have identified Custom Triggers as an important function of Customer Success Software. Compare different products that offer this feature so you can decide which is best for your business needs.
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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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10 Listings in Customer Success Available
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ChurnZero

(1,581)4.7 out of 5
2nd Easiest To Use in Customer Success software
View top Consulting Services for ChurnZero
OverviewPros and Cons
Product Description

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 ConsUser Satisfaction
ProsEase of Use, Helpful, Automation, Customer Support, Efficiency
ConsLearning Curve, Complexity, Not Intuitive, Missing Features, Steep Learning Curve
User SatisfactionSeller Details
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
Year Founded
2015
HQ Location
Washington, District of Columbia
Company Website
https://churnzero.com
Twitter
@churnzero
LinkedIn® Page
https://www.linkedin.com/company/9475578/

Gainsight Customer Success

(1,630)4.5 out of 5
5th Easiest To Use in Customer Success software
View top Consulting Services for Gainsight Customer Success
OverviewPros and Cons
Product Description

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 ear

Users: Customer Success Manager, Senior Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 58% Mid-Market, 34% Enterprise
Pros and ConsUser Satisfaction
ProsEase of Use, Centralized Information, Visibility, Customer Support, Intuitive
ConsNot Intuitive, Missing Features, Steep Learning Curve, Limited Customization, Complexity
User SatisfactionSeller Details
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
Year Founded
2009
HQ Location
San Francisco, CA
Company Website
https://www.gainsight.com
Twitter
@GainsightHQ
LinkedIn® Page
https://www.linkedin.com/company/841640/
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Planhat

(887)4.5 out of 5
9th Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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 ConsUser Satisfaction
ProsEase of Use, Customer Support, Customization, Automation Efficiency, Helpful
ConsLearning Curve, Complexity, Steep Learning Curve, Integration Issues, Limitations
User SatisfactionSeller Details
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: 8.9
Seller Details
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Company Website
https://www.planhat.com
Twitter
@planhat
LinkedIn® Page
https://www.linkedin.com/company/10168756/

Vitally

(688)4.5 out of 5
3rd Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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: 55% Mid-Market, 41% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Integrations, Intuitive, Customization, Automation
ConsComplexity, Integration Issues, Learning Curve, Not Intuitive, Steep Learning Curve
User SatisfactionSeller Details
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
Year Founded
2017
HQ Location
New York
Company Website
https://vitally.io
Twitter
@vitally_io
LinkedIn® Page
https://www.linkedin.com/company/11075131/

Totango

(1,147)4.3 out of 5
Entry Level Price:Contact Us
14th Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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 ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Customization, Efficiency
ConsLearning Curve, Integration Issues, Missing Features, Limited Customization, Steep Learning Curve
User SatisfactionSeller Details
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
Year Founded
2010
HQ Location
New York, NY
Company Website
https://www.totango.com
LinkedIn® Page
https://www.linkedin.com/company/760976/

Custify

(485)4.7 out of 5
1st Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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 ConsUser Satisfaction
ProsEase of Use, Customer Support, Intuitive, Integrations, Automation
ConsMissing Features, Email Functionality, Limited Customization, Learning Curve, Not Intuitive
User SatisfactionSeller Details
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: 8.9
Seller Details
Year Founded
2017
HQ Location
Bucharest, Romania
Company Website
https://www.custify.com
Twitter
@CustifySRL
LinkedIn® Page
https://www.linkedin.com/company/18314355/

ClientSuccess

(423)4.4 out of 5
Entry Level Price:Contact Us
15th Easiest To Use in Customer Success software
View top Consulting Services for ClientSuccess
OverviewPros and Cons
Product Description

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer life

Users: Customer Success Manager, Director of Customer Success · Industries: Computer Software, Information Technology and Services · Market Segment: 55% Mid-Market, 42% Small-Business
Pros and ConsUser Satisfaction
ProsClient Management, Customer Support, Integrations, Analytics, Automation
ConsField Limitations, Limited Customization, Limited Features, Poor UI Design
User SatisfactionSeller Details
ClientSuccess features and usability ratings that predict user satisfaction
8.1
Scalability
Average: 8.8
8.0
Workflow Capability
Average: 8.6
8.3
Performance & Reliability
Average: 8.8
8.9
Ease of Use
Average: 8.9
Seller Details
Year Founded
2014
HQ Location
American Fork, UT
Company Website
https://www.clientsuccess.com
Twitter
@clientsuccess
LinkedIn® Page
https://www.linkedin.com/company/3595230/

Kapta

(18)4.7 out of 5
OverviewPros and Cons
Product Description

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

Industries: Information Technology and Services · Market Segment: 56% Mid-Market, 39% Small-Business
Pros and ConsUser Satisfaction
ProsAccount Management, Customer Support, Efficiency, Intuitive, Reporting
User SatisfactionSeller Details
Kapta features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
9.2
Workflow Capability
Average: 8.6
9.1
Performance & Reliability
Average: 8.8
8.5
Ease of Use
Average: 8.9
Seller Details
Year Founded
2008
HQ Location
Boulder, CO.
Company Website
https://kapta.com
Twitter
@kapta
LinkedIn® Page
https://www.linkedin.com/company/kapta/

Verint Voice of the Customer

(41)4.2 out of 5
OverviewUser Satisfaction
Product Description

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

Industries: Retail · Market Segment: 51% Enterprise, 37% Mid-Market
User SatisfactionSeller Details
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: 8.9
Seller Details
Year Founded
1994
HQ Location
Melville, New York
Company Website
https://www.verint.com/
Twitter
@Verint
LinkedIn® Page
https://www.linkedin.com/company/verint
Ownership
NASDAQ: VRNT

CustomerSuccessBox

(134)4.5 out of 5
OverviewUser Satisfaction
Product Description

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users: Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 73% Mid-Market, 22% Small-Business
User SatisfactionSeller Details
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.6
Scalability
Average: 8.8
8.7
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.6
Ease of Use
Average: 8.9
Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Company Website
https://customersuccessbox.com
Twitter
@CustSuccessBox
LinkedIn® Page
https://www.linkedin.com/company/13301853/
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