Best Customer Success Software with Playbooks Capabilities

How Many Customer Success Software Products Does G2 Track?

Total Products under this Category: 160

Category Stats (Nov 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Quivly AI (+0.29%) - Among all products in this category, Quivly AI recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Customer Success Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,100+ Authentic Reviews
  • 160+ 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: HubSpot Service Hub, ChurnZero, Gainsight Customer Success, Planhat, Custify, Vitally, Freshdesk, and Totango.

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

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: 2,920

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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
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®
  • Ownership: NYSE:HUBS

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?

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: 1,626

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
  • 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 appreciate the ease of use of ChurnZero for tracking customer journeys and creating segments efficiently.
  • Users find ChurnZero's helpful insights invaluable for tracking customer health and preparing for QBRs efficiently.
  • Users love the automation features of ChurnZero, enhancing their ability to manage customer journeys effectively.
  • Users praise ChurnZero for its excellent customer support, highlighting outstanding partnership and effective integration of tools.
  • Users laud the efficiency of ChurnZero, with quick access to segments and useful tools improving daily operations.
Cons
  • Users experience a steep learning curve with ChurnZero, as setup and customization require significant time and effort.
  • Users find the complexity of setup and customization in ChurnZero can be overwhelming and time-consuming.
  • Users find ChurnZero's interface not intuitive, with outdated navigation and confusing terminology impacting usability.
  • Users feel the missing features in ChurnZero hinder functionality, particularly for custom filters and integration options.
  • Users find ChurnZero has a steep learning curve, making initial setup and customization quite overwhelming and time-consuming.

What Are Recent G2 Reviews of ChurnZero?

What Are G2 Users Discussing About ChurnZero?

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: 1,739

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?

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, 32% 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, streamlining customer management and enhancing efficiency.
  • Users find the centralized information in Gainsight Customer Success essential for effective collaboration and customer management.
  • Users value the high visibility Gainsight offers with dashboards, enhancing insights into customer health and performance.
  • Users commend the excellent customer support from Gainsight, enhancing user experience and driving impactful results efficiently.
  • Users appreciate the intuitive interface of Gainsight, making adoption easy and enhancing team productivity.
Cons
  • Users find Gainsight Customer Success not intuitive, struggling with engagement and tracking customer interaction efficiently.
  • Users desire more actionable features in Gainsight, noting the need for custom reports and better automation.
  • Users face a steep learning curve with Gainsight, requiring time and effort for effective adoption and proficiency.
  • Users express concern over limited customization, hindering their ability to tailor Gainsight to specific needs and use cases.
  • Users find the complexity of Gainsight Customer Success overwhelming, hindering effective data usage and user experience.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

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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: 953

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
  • 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, 32% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find Planhat to be intuitive and easy to use, enhancing team efficiency and workflow integration effortlessly.
  • Users praise Planhat for its excellent customer support, highlighting responsiveness and valuable feedback incorporation.
  • Users value the customization options in Planhat, facilitating tailored dashboards and enhanced insights for their teams.
  • Users appreciate the automation efficiency of Planhat, enabling streamlined workflows and seamless integration with key systems.
  • Users highly value the intuitive support Planhat provides, enhancing customer insights and operational efficiency.
Cons
  • Users find the learning curve challenging, especially with building metrics and dashboard customization, requiring considerable time and effort.
  • Users find the complexity in building metrics and dashboard customization frustrating and time-consuming in Planhat.
  • Users find the steep learning curve of Planhat challenging, often feeling overwhelmed by its extensive flexibility and features.
  • Users face integration issues with Planhat, often leading to complexities and difficulties in troubleshooting errors effectively.
  • Users find the dashboard customization and integration flexibility limited, making some tasks time-consuming and unintuitive.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

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
  • 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 find Custify to have easy usability, making it intuitive for CSMs to adopt and navigate effectively.
  • Users appreciate the exceptional customer support of Custify, enhancing onboarding and driving measurable retention outcomes.
  • Users find Custify to be intuitive, offering a user-friendly interface that enhances account management and team adoption.
  • Users benefit from the seamless integrations of Custify, enhancing customer success and streamlining workflows across tools.
  • Users value Custify’s automation capabilities, making customer success management more efficient and streamlined across platforms.
Cons
  • Users note the missing features like advanced automation and reporting, which hinder optimal use of Custify.
  • Users note that email functionality needs improvement, especially regarding Gmail integration and mobile application support.
  • Users find the limited customization in Custify's reporting and UI restricts their ability to optimize workflows.
  • Users face a steep learning curve with Custify, requiring significant effort to configure and understand its functionalities.
  • Users find Custify's interface not intuitive, leading to a steep learning curve and setup challenges.

What Are Recent G2 Reviews of Custify?

What Are G2 Users Discussing About Custify?

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: 706

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: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Vitally?

  • Seller: Vitally
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York
  • 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?

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: 1,142

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's ease of use exceptional, enhancing organization and simplifying tracking for effective customer management.
  • Users praise the impeccable customer support of Totango, appreciating its promptness and helpfulness in enhancing their experience.
  • Users appreciate the helpfulness of Totango, particularly for managing customer success tasks efficiently and tracking client health.
  • Users value the customization features of Totango, enhancing tracking and management for better customer success workflows.
  • Users appreciate the efficiency of Totango, finding it easy to manage tasks and track key account status.
Cons
  • Users face a steep learning curve with Totango, requiring effort to configure and customize for effective use.
  • Users experience integration issues with Totango, particularly regarding email and complex business model visualizations.
  • Users report missing features in Totango, making it hard to track accounts and manage touchpoints efficiently.
  • Users face limited customization in Totango, impacting reporting flexibility and integration with other tools for specific needs.
  • Users face a steep learning curve with Totango, making initial setup and customization challenging.

What Are Recent G2 Reviews of Totango?

What Are G2 Users Discussing About Totango?

Kapta

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

Average Rating: 4.7/5.0

Total Reviews: 18

How Do G2 Users Rate Kapta?

  • Scalability: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.1/10 (Category avg: 8.9/10)
  • Ease of Use: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Kapta?

  • Seller: Kapta
  • Year Founded: 2008
  • HQ Location: Boulder, CO.
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 56% Medium, 39% Small

What Do G2 Reviewers Say About Kapta?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive reporting and customer support in Kapta, enhancing their account management experience effectively.
  • Users value the excellent customer support and onboarding provided by Kapta, enhancing their account management experience.
  • Users appreciate the efficiency of Kapta for tracking account management and gaining insights through intuitive reporting.
  • Users appreciate the intuitive reporting and sentiment analysis of Kapta, enhancing their account management strategies effectively.
  • Users appreciate the intuitive reporting and sentiment analysis in Kapta, enhancing account management and engagement strategies.

What Are Recent G2 Reviews of Kapta?

What Are G2 Users Discussing About Kapta?

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
  • 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 value the ease of use of Catalyst, effectively tracking relationships and fostering collaboration in one place.
  • Users value the automation capabilities of Catalyst, enhancing efficiency and driving consistent revenue for their sales teams.
  • Users love the seamless integrations of Catalyst, enhancing their experience by centralizing customer data efficiently.
  • Users enjoy the clean and user-friendly dashboard interface of Catalyst, facilitating effortless navigation and information access.
  • Users appreciate the effective customer engagement of Catalyst, seamlessly aligning conversations and actions for better outcomes.
Cons
  • Users face integration issues with Catalyst, complicating data synchronization and overall user experience.
  • Users find the learning curve challenging, especially if unfamiliar with CS platforms, impacting initial usability and clarity.
  • Users find Catalyst lacks essential features, such as integration with Outreach and effective account management tools.
  • Users find Catalyst's interface not intuitive, causing frustration in navigation and customization for team workflows.
  • Users find difficult navigation in Catalyst, noting a clunky UI and trouble searching for specific notes.

What Are Recent G2 Reviews of Catalyst?

What Are G2 Users Discussing About Catalyst?

CustomerSuccessBox

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 a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

Average Rating: 4.5/5.0

Total Reviews: 134

How Do G2 Users Rate CustomerSuccessBox?

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

Who Is the Company Behind CustomerSuccessBox?

Who Uses This Product?

  • Who Uses This: Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Medium, 22% Small

What Are Recent G2 Reviews of CustomerSuccessBox?

What Are G2 Users Discussing About CustomerSuccessBox?