Check out our list of free Customer Success Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all Customer Success Software to ensure you get the right product.
Totango is the leading customer success platform that enables organizations of all sizes to improve growth and retention by guiding strategic customer engagement for businesses. With a data-driven approach, Totango creates a comprehensive and shareable profile of the customer, turning customer information into actionable insights. TotangoSpark breaks down the customer lifecycle into simple, easy-to-manage stages that let companies prioritize their processes to hit the goals that drive growth for
HubSpot is a leading growth platform. Since 2006, we have been on a mission to make the world more inbound. Today, over 68,800 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Service Hub is customer service software that makes it eas
Accelo is built for Service Businesses. Our all-in-one professional services business system makes it easy to manage all your client work, from prospect to payment, and everything in between. Easy-to-use, automated and intelligent - Accelo lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful Service Operations Automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform. Wit
UserIQ helps businesses realize the full value of customer success by equipping CS teams with the product analytics, customer insights, and user engagement tools needed to fight churn, grow their accounts, and align the entire business around their users’ needs.
ProfitWell helps subscription products and companies achieve faster recurring revenue growth. We do this by driving better monetization, customer retention, and insights, with solutions backed by data science.
Customer Success Platform designed for your SaaS business. Reduce churn and increase customer lifetime value with an easy to use, modern design. Benefit from Custify's unique concierge onboarding support and get set up in hours, not weeks. Read our reviews - our customers love us. Book a short call today and learn more.
Strikedeck is a comprehensive Customer Success solution that is rapidly deployable, and easy to implement. Out-of-the-box integrations and domain-specific customizations enable the customer to deploy a Customer Success solution in days, not months. Strikedeck’s BYOD, bring your own data model, platform easily implements all of your business processes and data fields within our extensible data architecture. Their proprietary formula calculates customer health, identifies at-risk customers, and
Vitally is the only Customer Success platform that can seamless bring ALL your data and your complete CS workflow into one place, without restriction. From devless, fully real-time, bi-directional integrations to our intuitive interface that CSMs love to use, our platform lets your team spend as much time working with customers as possible. The fastest-growing B2B SaaS companies are switching from legacy players to grow with Vitally. Customer success managers not only have access to table-sta
inSided is the only Customer Success Community Platform built to help SaaS companies improve customer success and retention. A unique combination of online community and robust self-service knowledge base, the platform measurably increases engagement, while giving Customer Success teams more time for high-value contributions to the business.
TaskRay: Customer Onboarding Success TaskRay helps organizations onboard customers faster and more efficiently, getting the relationship off to a good start and providing ongoing metrics for customer success. By using TaskRay’s templating and automation functions, high tech, SaaS, Wealth Management, Manufacturing, Franchising businesses and more can build systems that scale whether you have 100 customers or 10,000 customers. -TaskRay is built on the Salesforce Platform to enable seamless custo
CustomerSuccessBox is an AI powered customer success platform 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 success managers to deliver a consistent customer onboarding experience, im
Salesmachine is the post-signup platform to better understand your customers and orchestrate interactions based on their behavior. Instantly convert more leads, accelerate adoption and reduce churn! * Sales teams can focus on the best leads who are using your product to beat their numbers. * Product and growth teams accelerate Onboarding and Adoption with account-based engagement. * Customer Success teams coordinate proactive actions at every stage of the customer lifecycle to deliver success
AcademyOcean is a smart LMS for your business. It has one of the highest ratings on G2Crowd (9.9) due to its ease of use. The most popular use cases for the service are: - Employee training - Customer onboarding - Partner training and certification Launch and manage different Academies for different audiences within one AcademyOcean account.
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the righ
Awario is a social media & web monitoring tool that will help you track brand mentions, monitor competitors, find sales opportunities and influencers, and engage with your audience online.
Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow 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?
STAMP is the first and leading Retention Automation Platform. Imagine being able to measure performance scores on key categories of customer needs and from multiple perspectives. STAMP (see http://www.stampcsm.com) allows you to systematically determine how well you are delivering on what is most important to your customers, so you can create action plans for internal and external solutions. With an intuitive dashboard, STAMP visualizes the gap between importance versus performance, alerts
AppsForOps Timeline is a game changing Customer Success software platform. Customer Success - powered by being in the know. It provides next level visibility on customer activity spanning your organisation's people, processes and systems. It allows you to easily see the whole picture and act on what matters most.
SmartKarrot is one of the most intelligent, actionable platforms to operationalize and scale customer success from onboarding to advocacy. Enterprises and SMBs use it to drive successful adoption, retention, engagement, upsell, and revenue growth at scale. Empower your customer success teams to deliver predictable and repeatable success with SmartKarrot’s best-in-class actionable intelligence—from predictive insights to prescriptive guidance. Free trial & promotional pricing currently ON!
Liferay Digital Experience Platform is an enterprise-grade platform that enables companies to create and connect personalized digital experiences across web, mobile, social, in store and other touchpoints. It provides the technical foundation (deep integration, security and modularity) for your digital business to orchestrate unique customer experiences, as well as business value features to support a deeper understanding of your customers.
Klient PSA helps companies transform service delivery and client success with our customer-centric Professional Services Automation (PSA) solution built 100% native on the industry's leading cloud platform from Salesforce. Klient provides a complete PSA solution by combining project management tools with resource planning, time & expense, time-off management, billing, social collaboration, document sharing, and analytics delivering a 10x faster deployment than traditional PSA solutions. K
Deliver content and share information with your customers with a Salesforce connected Customer Portal. Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. Remove barriers to your clients by automating anything related to how they interact with the business using a modern web portal. Social features let users collaborate on files and documents. Fully brand-able and configurable to meet customer portal needs. B
Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software
RetentionEngine (powered by Bellwethr) is a dynamic cancellation experience for when your customers request to cancel their account or subscription. The only AI-powered retention tool, RetentionEngine prevents up to 41% of customer cancel requests. Here's how it works: 1. Exit survey: you figure out what’s motivating your customers to cancel. Learning from your unhappy customers. 2. Cancel Resolution: Our algorithm predicts the offer or resolution most likely to retain that customer. 3. Pause O
Interakt is a simple All-In-One Customer Engagement and Support suite which helps you capture, engage and retain all your valuable users and customers. Capture: Acquire new leads through exit popups, notifications, live chat and custom forms. Engage: Use email marketing/automation, web/push notifications and automated chat triggers to engage your customers and increase conversions. Retain: Segment and manage leads and user activity data through in-built CRM. Provide real-time 24/7 support thr
CXONCLOUD is a B2B SaaS built to create, manage & measure the end-end customer experience in simple clicks. One solution that offers unlimited customer feedback, booking, loyalty, awards, rewards, referral marketing, email automation and helps businesses deliver a consistent seamless experience on all customer touchpoints. CXONCLOUD not only improves search but also simplifies customer engagement may it be a booking or feedback. It understands customer sentiments, immediately acknowledges cu
Open Loyalty is loyalty software for developing dedicated loyalty applications, prepared for large-scale projects, proven by partners. It is a technological stack for all kinds of loyalty applications. Created by developers for developers.
Viabl is relationship automation software that helps your sales team keep in contact with prospects and current customers. It makes your CRM data proactive and gives notifications to users when it’s time to reach out to customers and contacts. You can easily log calls, voicemail, set meetings, take notes and much more with Viabl’s one-click functionality. Also, you can easily send personalized email messages to ensure consistent follow up and outreach with every customer and contact.
Customer success is the part of a business dedicated to helping customers achieve their goals with the product or service a company provides. Customer success software supports this practice by fostering and monitoring relationships, tracking key performance indicators, and alerting customer success associates to potential issues and opportunities. Other names for customer success include professional services, fulfillment, and account management.
Key Benefits of Customer Success Software
Buying a product or service is the first step in a customer’s journey to achieving a positive return on investment. Implementation, customization, and training are some of the other obstacles they face. A vendor that doesn’t offer customer support post-sale risk their future revenue from renewals. Customer success software provides an avenue for vendors and customers to work together in a productive way, ensuring success at all stages of the purchasing process. A business without a system in place can troubleshoot problems as they occur. However, customer success software goes a step further and provides an efficient channel that is dedicated to addressing consumer issues while allowing businesses to establish a customized methodology for supporting customers.
Visibility — Customer success software keeps important issues from getting lost in a sea of emails, phone calls, and other contact methods.
Focus — Having a team dedicated to helping customers get the most from their investment requires a different mind-set than a help desk, which is intended for solving immediate and discrete problems.
Data gathering — A customer success program will see a broad number of use cases amongst customers. Over time, experience will reveal weaknesses in the product and the sales methodology, as well as suggest new areas for development.
Testimonials — Case studies and testimonials help sell products, and the customer success system has records of results, as well as the people involved. This is gold for marketing and sales initiatives at a company.
Many businesses that sell complex products and services include a customer success organization. It is distinct from customer service, and is staffed by customer success managers (CSM). These individuals are the main point of contact between the company and its customers, and each typically has several specific customers as their responsibility. The CSM gets involved at the end of the sales process, taking over responsibility from the sales rep. Large customers in particular might have two or more CSMs operating as a team.
Because of the value derived from successful customer relationships, CSMs become close with their clients, learning their company’s goals and difficulties almost as well as one of their executives, and acting as their advocate to the vendor. The CSM role requires some authority over many functional areas of the vendor’s business, and customer success software serves as the interface for this network of relationships.
Account management — This feature is similar to what is found in account-based marketing software and many sales tools. It includes history, feedback, and engagement tools.
Success metrics — This software tracks specific customer KPIs and the likelihood of churn in addition to general indicators such as Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES).
Opportunity management — Part of customer success is identifying appropriate upselling opportunities. The software highlights areas of the customer’s business that might benefit from additional products or consulting.
Service management — When issues arise, there must be a way to resolve them. The software includes some means of creating cases and work orders to address whatever problems the customer may encounter.
Overlap — Customer success software might be seen as superfluous in a company that already has good CRM and help desk applications. This argument has more validity for smaller companies with fewer customers or less complex product offerings, less for larger enterprises. A specialized tool will always outperform a general one, and it is important that these systems be integrated well enough that no information silos are formed.
Software is the start — For customer success more than many other applications, the tool is not a magic wand that fixes business problems. Customer success software only provides a means of communication, measurement, and recordkeeping; it is up to CSMs operating with sound practices to drive actual success.