Top Free Customer Success Software

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.

Results: 28
(340)4.3 out of 5
Optimized for quick response
Entry Level Price:Free Forever Free

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

AT
We have gained missing insight into our customer base, and have found prioritization and workflow options for our CSM team that we were previously... Read review
Janus Conrad D.
JD
Totango's intuitive design and the built in feature to send email campaigns. Read review
(519)4.4 out of 5
Entry Level Price:$0

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

AT
I like how responsive and helpful the hubspot team has been with any issues I come across when trying to setup hubspt. I like how the CRM is free... Read review
Stefano L.
SL
Integration with blog, website and image catalogue Read review
(242)4.4 out of 5
Entry Level Price:$39 user / month

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

BB
We can determine that one of the things I like the most about Accelo is its initial implementation prices, and the packages of different... Read review
UI
It has the ability to evaluate potential customers, and makes automated publications to get their attention. The program automatically shares... Read review
(107)4.4 out of 5
Optimized for quick response

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.

CK
Feeling empowered! In the past, our Product Marketing & Customer Success Teams were dependent upon developers to implement tours to orient new... Read review
Brandon K.
BK
We get tons of value out of UserIQ but one of the more useful capabilities is to provide timely, personalize onboarding to our users without having... Read review
(124)4.9 out of 5
Entry Level Price:Absolutely Free

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.

Devan S.
DS
The dashboards and reporting are superb. So well designed, and impart a lot of information in the most effective way possible. Saves a LOT of... Read review
Larry C.
LC
I never knew my LTV before using this product. Now I make marketing investment decisions based on that information. It has helped me grow my... Read review
(50)5.0 out of 5
Entry Level Price:$0 0 Users Custom

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.

Laura-Andreea V.
LV
The main point is that it helps us lower churn and automates most of our outreach. A really big plus is that I finally have a single place with all... Read review
Teodora L.
TL
The automation features along with the customer health tracking save us so much time. We know who to call, when, what issues they're facing. Our... Read review
(48)4.5 out of 5

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

AE
The software has become more configurable allowing us to manage more changes on our own without the need for Strikedeck development. Read review
AR
The customizable tiles, pods, and charts Read review
(46)4.8 out of 5

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

AC
With Vitally, in our context, the account health feature has proven to be vital to our business. The ability to setup a custom health score... Read review
Alison R.
AR
The product itself is incredibly powerful. The ability to slice and dice, and then analyse your customer data is insane. We just learned about some... Read review
(51)4.5 out of 5
Optimized for quick response

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.

Christine W.
CW
Love how easy it is to use. While there are a lot of features and a lot to set up, they really help break down all of the setup tips and make sure... Read review
Luc H.
LH
The InSided platform was easy to implement from a technical standpoint and their team of experts walked us through all the actions needed to have a... Read review
(98)4.4 out of 5
Optimized for quick response
Entry Level Price:$25 user/month

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

Jaffe A.
JA
Great Salesforce integration (my users don't even know they are using a different product, Taskray is just another tab), very easy to use and... Read review
AI
Because TaskRay is native to the Salesforce Platform we have been able to build an entire quality assurance system around it to not only manage... Read review
(27)4.5 out of 5

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

UC
CustomerSuccessBox offers a great overview of all our customers. The required information about the customers is found very quickly. It is very... Read review
Christoph M.
CM
With CustomerSuccessBox I can model and manage my business processes with a very high level of detail. This makes it easy for me to transfer my... Read review
(23)4.4 out of 5
Entry Level Price:$75

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

Emeric E.
EE
There are other customer success tools but they are way more expensive and not better! The interface is great, you can visualize your customer and... Read review
UT
The easiness of the interface and realtime health insights of our customer base. Read review
(21)4.9 out of 5
Entry Level Price:$300 month

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.

Valentine H.
VH
Thanks to AcademyOcean, we built our corporate and customer success academy in a few weeks. I want to emphasize its smooth UI/UX for both admin... Read review
Владислав .
В
I use AcademyOcean to compile training materials for our team to improve our expertise. I really like the fact that I can compose teaching material... Read review

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

Jake S.
JS
Extremely reliable, and excellent customer service, the owner and founder himself responds to questions a and gets things done very... Read review
EO
A complete suite of customer-centric products. There is no more need for separate QTC or eSign and Quote system. We store all customer documents in... Read review
(31)4.1 out of 5
Entry Level Price:$299 monthly

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.

JY
Unique and different from Hootsuite, etc. - specifically geared toward mention management. Read review
Kaitlyn L.
KL
Awario has great analytics - it shows mentions' locations, languages, sources, etc. It's easy to filter out unnecessary authors. In the end you... Read review
(12)4.6 out of 5

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?

AH
Streamlined apporach with out getting lost in bells and whistles. Personalized service and effective IT Dev team to make it work for your... Read review
Jama B.
JB
Kapta offers a simple but effective way to manage customer opportunities and customer contracts. By tracking customer health, you are able to... Read review
(11)4.1 out of 5

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

CH
Fast, easy and systematic way to capture the “voice” of our customers. Read review
AI
Ultimately, the platform is highly intuitive. At login, it's aesthetically pleasing and there is no sense of being "Overwhelmed" and no annoying... Read review
(10)4.9 out of 5

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.

RV
I have all the information about my customers and their interactions with my organisation in one place with information coming from almost any/all... Read review
Anthony D.
AD
Logging expense claims whilst being a remote location is now painless and simple using a mobile phone. The ability to see your schedule and log... Read review

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!

AS
SmartKarrot has many enterprise customer success management tools at one place - for user behavior, segmentation, actions based on user... Read review
Vinod K.
VK
The platform provides the insights in terms of actionable items which helps us to analyse and engage with our users. This along with the customer... Read review

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.

Chaitanya Kumar C.
CC
It's open source portal and comes with lot of out of box portlets. Documentation is very good from Liferay 6.2. It has very large community. It... Read review
Raghu T.
RT
It's open source, All source code is available. We can customize the portal to our needs. Easy to integrate third party technology. In build... Read review
(63)4.4 out of 5
Entry Level Price:$49 per user per month

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

Nick L.
NL
Krow offers full functionality for a fraction of cost. Read review
EI
I have been in professional services for almost 20 years. During that time I have been a customer or used multiple timesheet/PSA solutions. They... Read review
(10)4.8 out of 5
Entry Level Price:Starting at US$1499 Org

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

WC
Besides being a flexible and customizable system, their customer service is top-notch. It's always a pleasure to interact with their sales,... Read review
UI
Magentrix Customer Community was really built to meet the needs of enterprises and large businesses, with a self-service to help customers get... Read review
(13)4.9 out of 5

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

CE
Now we can familiarize our new customers with our software ecosystem very quickly Read review
(2)5.0 out of 5
Entry Level Price:$19

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

UR
Provides a way to help keep customers from churning by providing offers and solutions BEFORE they cancel Read review
UR
It retains far more customers than we were doing prior, while reducing our inbound emails by 70% Read review
(1)5.0 out of 5

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

UA
If you aren't a developer and need to push a MVP, then interakt is definately the best for you. Read review
0 ratings

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

0 ratings

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.

0 ratings
Entry Level Price:$250 per month

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.

Top 10 Free Customer Success Software in 2021

  • Totango
  • HubSpot Service Hub
  • Accelo
  • UserIQ
  • ProfitWell

Learn More About Customer Success Software

What is Customer Success Software?

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

  • Decreases customer churn
  • Creates more opportunities to upsell and cross-sell
  • Increases customer lifetime value (CLV)
  • Improves brand image of a company

Why Use 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.

Who Uses Customer Success Software?

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.

Customer Success Software Features

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.

Potential Issues with Customer Success Software

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.