Top Free Customer Success Software - Page 3

Gnatta

Gnatta is a customer communication platform with built-in AI Agents designed to help B2C service teams deliver faster, lower-cost support across every channel. Bring webchat, email, telephony, SMS, WhatsApp, and social messaging into a single workspace, with a powerful workflow engine to control routing, automation, and data handling. AI Agents work alongside your team or independently, resolving customer queries end-to-end or supporting specific processes like order tracking, returns, and FAQs. Unlike black-box AI tools, Gnatta gives you full visibility and control – with structured workflows, clear escalation paths, and detailed logs of every AI decision. Connect your systems with real-time integrations to give both agents and AI access to the same data, enabling personalised, accurate responses. Whether you’re augmenting your team or scaling with AI-led service, Gnatta helps you reduce costs, improve response times, and stay in control.

Average Rating: 4.5/5.0

Total Reviews: 3

Grypp

Grypp is an all-in-one visual engagement platform that enables contact center teams to resolve issues, close sales, and verify identities in real time. With Grypp, your agents don’t just talk to customers, they see, solve, and deliver results faster, smarter, and more humanly than ever before. Grypp combines every tool contact center agents needs to enhance customer interactions, boost efficiency, and deliver measurable ROI… in one seamless platform. The cloud-based solution combines live video, co-browsing, secure file sharing, real-time document collaboration, e-signatures, ID verification, compliance checks, and in-session payments… without downloads, plug-ins, or complex integrations. With Grypp, agents can host live video calls for real-time diagnosis and troubleshooting, co-browse any website, guide customers through online forms or applications, verify identity in real-time, walk through contracts with digital signatures, securely collect documents, complete payments during the conversation, and instantly share post-call summaries. This creates a seamless, face-to-face style experience - even remotely. Proven results with Grypp include: - Cutting AHT by up to 33% - Doubling FCR rates - Boosting CSAT by up to 95% - Reducing errors and engineer callouts Unlocking up to 20% higher conversion rates through smarter upselling and cross-selling By replacing multiple disconnected tools with a single visually immersive platform, Grypp streamlines workflows, lowers operational costs, and improves agent productivity. Deployed in days - most organizations see 100% agent adoption within a week. Trusted by global enterprises, leading BPOs, and customer-first brands, Grypp delivers personalised, human service at scale, reducing friction, increasing efficiency, and transforming how customer support and sales teams work.

Invent

Invent AI Assistants: Omnichannel AI Platform for Automated Customer Service, Voice & Chatbot Automation, and White‑Label Solutions Invent AI Assistants is a powerful omnichannel AI platform that empowers companies to create, deploy, and manage intelligent virtual assistants for chat, voice, and live agent support across all major messaging channels and platforms. Our solution enables businesses to deliver fast, consistent, and scalable customer service automation, significantly reducing cost per conversation while improving customer satisfaction. Invent seamlessly integrates with over 140 business tools, WhatsApp Buisness, Instagram, Gmail, including top CRMs, email providers, calendars, and payment gateways, allowing AI assistants to automate real business actions such as booking appointments, processing payments, updating records, and more. Unlike basic chatbots that only reply, Invent's AI assistants take action and solve customer inquiries end-to-end. Designed for modern enterprise needs, our platform features: ✧ Unified inbox for seamless collaboration between AI and human support agents ✧ Multi-organization and multi-vertical support for agencies or large enterprises ✧ Advanced analytics for actionable insights and performance tracking ✧ Custom integrations to fit any workflow ✧ SOC 2 Type II compliant security for peace of mind ✧ No limits on the number of AI assistants, use cases, or support agents Invent is also a fully white-label AI assistant platform, customize branding, logo, domain, support portal, roles, and permissions so your digital customer service feels entirely your own. Experience the easiest way to launch omnichannel customer support automation, integrate with your favorite software in one click, and deliver smarter, faster customer experiences across chat, voice, and messaging apps.

Average Rating: 5.0/5.0

Total Reviews: 1

Knownwell

Knownwell is a Commercial Intelligence platform that transforms everyday information into actionable insights that fuel growth, efficiency, and long-term success. Knownwell gives you clear visibility into client health, letting you double down on what works and intervene where you need to. Say goodbye to managing your clients based on gut, intuition, and feel and start working toward reducing churn, drive higher NRR, and retain clients longer.

Noded AI

Noded is the Customer Context Graph - the system of action for everything that happens after the sale. 70% of revenue is post-sale, but there's never been a system of action for it. Your customer's story is scattered across 20+ tools - Salesforce, Slack, Gong, Zendesk, Jira, Gmail, and more. Pre-sales CRMs only ever saw part of it. Legacy customer success platforms rot the moment your team stops feeding them and take 12–18 months and a dedicated admin to stand up. So the people who own retention and growth act on incomplete information - and do it by hand. Noded fixes the foundation. Instead of a year-long data-cleanup project, it finds the high-intention, high-impact data - the data that got the work done - and weaves every account into one living story, automatically. No fields to fill. No dashboard to maintain. The picture assembles itself. What you can do with Noded: 1. Walk into every meeting already caught up - one shared, always-current view of each account: "the Notion page you don't have to maintain." Deeper insight is one question away. 2. Spot churn while you can still fix it - Noded watches the signals that actually precede churn (inbound going quiet, champions going dark) and flags risk months before the renewal call. Turn a 72-hour emergency into a 180-day plan. 3. Catch expansion the moment it surfaces - a new team, integration, or initiative mentioned anywhere becomes a qualified play, with humans and agents aligned behind your motion to drive 25–40% more growth. 4. Research any account in your favorite LLM - ChatGPT, Claude, and Gemini connected to your full customer stack, so research starts from the whole story, not a blank prompt. Spend your time engaging, not drafting - ask @noded in Slack and the QBR deck, briefing doc, or account review drafts itself from the live account story, cutting prep time 80–90%. 5. It updates your tools, not the other way round - Noded posts to Slack, updates Salesforce fields, and files the Linear ticket, inside the tools your team already lives in. Why teams switch - three things nothing else does together: 6. The whole story, automatically. Built from the data that got it done, not everything - no admin. 7. Learned, not implemented. Agents learn your playbooks by watching real work. No workflow mapping, no rollout project. 8. Acts where you work. Slack, Salesforce, Linear, Claude - Noded surfaces the next step and takes it, not one more tab. Enterprise-ready, and fast. SOC 2 audited. Noded never trains on your data and stores nothing with LLM providers. It connects as you and works within your existing permissions. Time to value is a coffee break - no migration, no IT project, no data cleanup required. Built by the team behind Salesforce Flow, the Slack Platform, and Boomi - $30B+ across four exits - now reinventing the system of action for the customer.

OnePageCRM

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

Average Rating: 4.7/5.0

Total Reviews: 272

Phano

Phano is a composite AI for Customer Success and Account Management teams. Every day it crosses each account's signals (usage, relationship, support and every other source you connect) to surface, ahead of renewal, the accounts at risk of churn and the ones ready for expansion, with the probable cause and the recommended action. Phano also covers client meetings: a full brief before every call, live coaching during it, a structured recap written to the CRM record after, and the follow-up email drafted in your inbox. Intelligence is delivered where your team already works: phano_* field enrichment in your CRM, email digests, Slack, Microsoft Teams, webhooks, plus API and MCP access. Specialized agents handle each diagnostic so the CSM protects the install base and the Account Manager grows it, from the same diagnostic. Getting started is self-serve: create a workspace at https://phano.ai, connect a data source (HubSpot, Salesforce, Pipedrive and more), and the first diagnostics arrive the same day. 30-day trial, no credit card required.

Revenue Plumber

Platform for Customer Success Teams at B2B SaaS — discover who will churn and why. No more guessing, let your team focus on high risk customers before they leave.

Routeability

Most companies run sales in one tool and customer success in another, and the outcome a customer was sold gets lost in the handoff. Routeability removes that gap. It manages the entire customer relationship end to end, from the first opportunity to renewal and expansion, on one continuous record. The qualification an AE did, the outcome the proposal promised, and the value the customer actually needs all carry forward, so the team delivering is working from the same truth the team that sold it created. Pre-sale and sales. Capture inbound leads, work prospects through a pipeline, and forecast with confidence. Lead capture and an inbound inbox Prospect and opportunity pipeline with stages Sales forecasting with pipeline, best-case, and commit categories, by rep Proposals with discounts and tax handling MEDDPICC-based account qualification Quota and coverage, pipeline health, and forecast accuracy analytics Owners (AE, SE, CSM), teams, territories, and opportunity splits The handoff, solved. A prospect becomes a customer on the same record. Closing a deal carries the account, its qualification, and its committed outcome straight into onboarding. Nothing is re-keyed and nothing is lost. Post-sale and customer success. Turn a signed contract into proven, renewable value. Health scoring tied to adoption and outcomes, so risk surfaces early Renewals with weighted ARR-at-risk forecasting and risk tiers Expansion pipeline, forecast like new business Executive business review and QBR tracking against account objectives Account qualification that continues to live after the sale Revenue intelligence across the whole lifecycle. ARR, GRR, and NRR reporting built on an immutable financial ledger, with fiscal-year analytics and forecast categories, so new business, retention, and expansion are all measured on one consistent set of numbers. A diagnostic-led partnership, not just a login. Most platforms hand you an empty tool and wish you luck. Routeability starts with a diagnostic of your post-sale motion that maps the real journey from signed contract to proven value and shows where deployments stall, where adoption fades, and where renewals are quietly at risk. From there, senior consulting redesigns the motion through journey mapping, a common taxonomy, adoption strategy, and AI and automation, and the platform operationalizes and sustains it. You diagnose, design, and operate in one place, with people who have done it, not a self-serve tool you have to figure out alone. AI that assists, not replaces. Routeability’s AI agents draft the next best action, such as a renewal-risk play or an expansion opportunity, and route it to a human to approve. Every action is logged and auditable. Nothing happens to a customer without a person deciding. Built for teams that handle real data. Multi-workspace support, role-based access, enforced MFA, optional SAML single sign-on, and strict tenant isolation enforced at the database layer. How Routeability is different. Most teams end up with two systems: a sales CRM like Salesforce or HubSpot, and a separate customer success tool like Gainsight, Catalyst, or ChurnZero bolted onto it. That split is exactly where the outcome a customer was sold gets lost, because the handoff is a data transfer between tools instead of a continuous relationship. Routeability is built the other way around. Pre-sale and post-sale live on one record, so qualification, the committed outcome, health, renewals, and expansion are all the same account history rather than two halves stitched together. Revenue is measured on one ledger from first pipeline dollar to net revenue retention, instead of reconciled across systems. And where legacy platforms price per seat, treat AI as a costly add-on, and leave implementation to you, Routeability is priced per workspace with unlimited users and AI included, and every engagement begins with a diagnostic and the expertise to act on it. The result is a single source of truth for the entire customer relationship, delivered as a partnership, not a sales tool and a success tool pretending to talk to each other. Routeability is for SaaS teams that want one platform for the entire customer relationship, where the outcome sold is the outcome delivered, and leadership can see revenue from first pipeline dollar to net revenue retention.

SightMill Net Promoter Score Software

SightMill provides great value Net Promoter Score survey software that helps you listen to your customers and improve their experience of your products and service. You can manage all of your customer feedback in one place: email surveys, website surveys, and event feedback. Use SightMill's tools to help you improve customer happiness, deliver better service and improve your products. SightMill makes it easy for you to manage customer feedback surveys by email, on your website or at events and act immediately on feedback with smart tools that route comments to the right team in real-time. SightMill is ready for any size company and backed with the Net Promoter Score (NPS) methodology. Start a free trial to see how this great value platform can help you gather, analyze and act on feedback.

Average Rating: 5.0/5.0

Total Reviews: 2

SnapCall

SnapCall is redefining customer support by enabling quicker ticket resolution and boosting overall satisfaction (OSAT) with AI-driven video communication. Integrated with platforms like Zendesk, ServiceNow or Salesforce, SnapCall offers instant video calls and SnapCall Clips, significantly shortening resolution times and improving support effectiveness. AI-powered assistance provides swift, accurate solutions, offering flexibility in communication, whether through audio or video chats. This approach personalizes customer service, meeting diverse needs with efficiency. With a strong emphasis on security and privacy, SnapCall guarantees confidentiality, positioning itself as a strategic ally for businesses looking to improve support and deepen customer loyalty. Choose SnapCall, where AI meets empathy to enhance support speed and effectiveness, driving customer satisfaction and loyalty.

Average Rating: 4.1/5.0

Total Reviews: 4

Success4

We provide the right tools that do all the heavy lifting so you can focus on your customer success strategy.

Upzelo

Supercharge your customer retention by creating personalised cancellation flows that delight customers, increase retention, and save money.

Userlist

Customer messaging tool for SaaS companies. More efficient than building it yourself; less complex than Intercom.

Average Rating: 5.0/5.0

Total Reviews: 2

Vectera

Vectera is the better way to meet customers online. A single URL is all you need to access the online meeting rooms. Schedule appointments and conduct secure video meetings for up to 10 people. Get creative with whiteboards, cobrowsing and document annotation. 1-click start, no downloads, no frustrations.

Average Rating: 4.5/5.0

Total Reviews: 143