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Customer Success reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Customer Success Software for Medium-Sized Businesses

    Products classified in the overall Customer Success category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Customer Success to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Customer Success category.

    In addition to qualifying for inclusion in the Customer Success Software category, to qualify for inclusion in the Medium-Sized Business Customer Success Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

    Top 10 Customer Success Software for Medium-Sized Businesses

    • Service Hub
    • Gainsight
    • ChurnZero
    • Totango
    • Skilljar
    • Accelo
    • ClientSuccess
    • Planhat
    • Catalyst
    • inSided Online Community Platform

    Compare Medium-Sized Business Customer Success Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (550)4.4 out of 5
    Entry Level Price:$0

    Today, customers expect resolutions in minutes and personalized, 24/7 service through various channels. But most customer service teams struggle to meet these growing demands because their tools and data live across multiple sources. Service Hub brings all your customer service data and channels together in one place, and helps scale your support through automation and self-service. The result? More time for proactive service that delights, retains, and grows your customer base. Plus, when usin

    (762)4.4 out of 5
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    About Gainsight®: Gainsight’s innovative customer-centric technology is driving the future of customer success. The company’s Customer Cloud offers a powerful set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together enable businesses to put the customer at the center of everything they do. Companies that use Gainsight grow net retention by up to 33 percent. Learn how leading companies like Okta, SAP Concur, and

    (455)4.7 out of 5
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    ChurnZero's real-time customer success platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero (1) helps businesses understand how their customers use their product, (2) assesses their health and their likelihood to renew, and (3) gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including i

    (342)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

    (70)4.7 out of 5
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    Skilljar is the world’s leading Customer Education platform. Innovative companies such as Tableau, Verizon, Zenefits, U-Haul, and hundreds more rely on Skilljar to onboard, engage, and retain their customers at scale. Headquartered in Seattle, WA, Skilljar is backed by prominent financial institutions including Insight Partners, Mayfield, Trilogy Equity Partners, and Shasta Ventures. Key features: ** Simple, intuitive, mobile-responsive user interface ** Multimedia authoring, including video,

    (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

    (155)4.6 out of 5

    ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think

    (131)4.7 out of 5
    Optimized for quick response
    Entry Level Price:950 + from $1 per customer

    Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and c

    (59)4.7 out of 5

    Catalyst is the most intuitive Customer Success Platform (CSP) on the market, backed by the world's leading investors. Previously, our founder built a highly effective Customer Success organization for one of the fastest-growing cloud companies. Catalyst integrates with all the tools you’re already using to provide one centralized view of customer data. Customer Success Managers can proactively take the right actions to prevent churn, such as receiving automated alerts when a customer is not us

    (54)4.5 out of 5
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    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.

    (82)4.1 out of 5
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    What it Does: ZoomInfo InboxAI (formerly Komiko) is a software solution that captures contacts, activities, attachments, and relationship intelligence from inboxes and calendars, adds them to a customer’s CRM, and derives specific insights on the engagement to prescribe action. How it Works: ZoomInfo InboxAI connects to and scans a users’ email and calendar systems forcontacts, activities, and documents on a historical and ongoing basis. ZoomInfoInboxAI appends all activities, conversations, me

    (49)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

    (200)4.4 out of 5
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    WorkRamp is the enterprise learning platform for educating employees and customers at scale. See why brands like Zoom, Box and Workiva trust WorkRamp to power their corporate training strategy by visiting workramp.com.

    (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.

    (46)4.6 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

    (42)4.6 out of 5

    CustomerGauge is a B2B customer experience management platform that enables clients to: - Collect customer feedback from multiple stakeholders in an account - Create custom dashboards for displaying real-time results - Set goals and targets for closing the loop with customers - Segment customer insights by region, product, facility, and more. - and align employees CX-related business initiatives CustomerGauge is also the first and only customer experience management solution that automatically

    (12)4.8 out of 5

    Ubiquity is a customer engagement software that delivers all the services required to manage, engage, and retain customers on mobile devices.

    (52)4.5 out of 5
    Optimized for quick response

    Thought Industries powers the business of learning by providing the world’s leading B2B customer training platform. The company was founded in 2014 around the core belief that online learning experiences should be modern, intuitive, engaging, and scalable. Today, our team builds and maintains the only learning solution with completely native tools and integrations that drive higher engagement, learner proficiency, and retention rates for our customers. Headquartered in Boston, Thought Industries

    (50)4.1 out of 5

    Natero is a Customer Success software platform with a truly data-driven approach to managing your customers and CSM team. Predict which customers are at-risk or likely to expand and advocate. Monitor customer health based on product usage, CSM scores, NPS, and so much more. Use Workflows and Playbooks to manage your Customer Journey. Schedule email blasts or automatically trigger messages based on customer behavior or lifecycle events.

    (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

    (40)4.3 out of 5
    Optimized for quick response

    Bolstra is for high touch B2B companies whose revenue is highly dependent on existing customers and want to maximize customer lifetime value by confidently delivering on their brand promise. Bolstra is a Customer Success Software company that provides an agile work management SaaS platform to help businesses accelerate customer growth. Unlike CSM companies who focus their attention on reacting to data, Bolstra is the only CS solution that enables you to create, apply and adapt best practices req

    (47)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

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    Check out the G2 Grid® for the top Customer Success Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
    High Performers
    Contenders
    Niche
    Gainsight
    inSided Online Community Platform
    CustomerGauge
    Totango
    TaskRay
    ClientSuccess
    Natero
    UserIQ
    Accelo
    Skilljar
    Thought Industries
    WorkRamp
    Strikedeck
    ChurnZero
    Planhat
    ZoomInfo InboxAI
    Bolstra
    CustomerSuccessBox
    Service Hub
    Vitally
    Ubiquity
    Catalyst
    Market Presence
    Satisfaction

    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.

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