# Best Customer Success Software for Small Business

*By [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin)*


Products classified in the overall Customer Success category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Customer Success category.

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





## Top Customer Success Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) | 4.4/5.0 (2,817 reviews) | CRM-native ticketing and customer success workflows | "[Ticket management and centralized support with automations that enhance the experience](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336)" |
| 2 | [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5.0 (1,587 reviews) | Churn-risk automation with health-scored playbooks | "[CZ Keeps Everything You Need at Your Fingertips](https://www.g2.com/survey_responses/churnzero-review-12972883)" |
| 3 | [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) | 4.5/5.0 (1,709 reviews) | Proactive customer health scoring with automated playbooks | "[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)" |
| 4 | [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5.0 (926 reviews) | Proactive churn detection with health-scored workflows | "[A Game-Changer for CSMs with Powerful Automations](https://www.g2.com/survey_responses/planhat-review-13032622)" |
| 5 | [Vitally](https://www.g2.com/products/vitally/reviews) | 4.5/5.0 (693 reviews) | AI-assisted customer health scoring and playbook automation | "[Intuitive Customizations and Flexibility of Vitally are Highlights](https://www.g2.com/survey_responses/vitally-review-5423707)" |
| 6 | [Custify](https://www.g2.com/products/custify/reviews) | 4.7/5.0 (502 reviews) | Proactive churn prevention with playbook automation | "[Custify Put Customer Health Tracking in One Place for Our CS Team](https://www.g2.com/survey_responses/custify-review-13043047)" |
| 7 | [Totango](https://www.g2.com/products/totango/reviews) | 4.3/5.0 (1,140 reviews) | Customer health scoring with automated SuccessPlays | "[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)" |
| 8 | [Certinia CS Cloud](https://www.g2.com/products/certinia-cs-cloud/reviews) | 4.4/5.0 (39 reviews) | — | "[MY REVIEW FOR CERTINIA PS CLOUD](https://www.g2.com/survey_responses/certinia-cs-cloud-review-11200574)" |
| 9 | [Freshdesk Customer Success](https://www.g2.com/products/freshdesk-customer-success/reviews) | 4.5/5.0 (22 reviews) | Proactive account health and churn prevention | "[Effortless Team Management and Ticket Handling](https://www.g2.com/survey_responses/freshdesk-customer-success-review-12183970)" |
| 10 | [Velaris](https://www.g2.com/products/velaris/reviews) | 4.5/5.0 (125 reviews) | AI-powered customer health scoring and CS automation | "[Powerful CS management tool, easy to use with an outstanding team](https://www.g2.com/survey_responses/velaris-review-12441225)" |


## How Many Customer Success Software Products Does G2 Track?
**Total Products under this Category:** 67

### Category Stats (Jul 2026)
- **Average Rating**: 4.61/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Custify (+0.11%) - Among all products in this category, Custify recorded the largest rating increase compared to last month
*Last updated: July 01, 2026*


## How Does G2 Rank Customer Success Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,100+ Authentic Reviews
- 67+ 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.


## Which Customer Success Software Is Best for Your Use Case?

- **Best for Small Businesses:** [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
- **Best for Mid-Market:** [ChurnZero](https://www.g2.com/products/churnzero/reviews)
- **Best for Enterprise:** [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
- **Highest User Satisfaction:** [ChurnZero](https://www.g2.com/products/churnzero/reviews)
- **Best Free Software:** [Vitally](https://www.g2.com/products/vitally/reviews)


---

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---


## Customer Success Software Features & Capabilities

### What are the Best Customer Success Software with Custom Triggers?
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

**Top-rated Customer Success Software for Custom Triggers:**
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
[Explore Customer Success Software with Custom Triggers](https://www.g2.com/categories/customer-success/f/custom-triggers)

### What are the Best Customer Success Software with Surveys?
Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

**Top-rated Customer Success Software for Surveys:**
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
[Explore Customer Success Software with Surveys](https://www.g2.com/categories/customer-success/f/surveys)

### What are the Best Customer Success Software with Playbooks?
Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

**Top-rated Customer Success Software for Playbooks:**
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
[Explore Customer Success Software with Playbooks](https://www.g2.com/categories/customer-success/f/playbooks)


## What Are the Top-Rated Customer Success Software Products in 2026?
### 1. [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
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:** 2,817
**How Do G2 Users Rate HubSpot Service Hub?**

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

**Who Is the Company Behind HubSpot Service Hub?**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot (784,270 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Customer Success Manager, Customer Success Specialist
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small-Business, 37% Mid-Market


#### What Are HubSpot Service Hub's Pros and Cons?

**Pros:**

- Ease of Use (325 reviews)
- Features (214 reviews)
- Helpful (170 reviews)
- Efficiency (155 reviews)
- Case Management (147 reviews)

**Cons:**

- Missing Features (117 reviews)
- Limited Customization (93 reviews)
- Limited Features (88 reviews)
- Lack of Features (75 reviews)
- Ticket Management (75 reviews)


### What Do G2 Reviewers Say About HubSpot Service Hub?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of HubSpot Service Hub, enabling seamless interactions and quick access to valuable insights.
- Users appreciate the **seamless connectivity and insightful reporting** of HubSpot Service Hub, enhancing their overall experience.
- Users value the **responsive customer support** of HubSpot Service Hub, ensuring quick and helpful assistance anytime needed.
- Users value the **efficiency** of HubSpot Service Hub, making daily tasks simpler and enhancing overall productivity.
- Users value the **efficient case management** of HubSpot Service Hub, enabling streamlined customer interactions in one system.

**Cons:**

- Users find the **missing features** in HubSpot Service Hub restrict their ability to scale and customize effectively.
- Users find **limited customization** frustrating, impacting their ability to tailor the HubSpot Service Hub to specific needs.
- Users feel frustrated by the **limited features** of HubSpot Service Hub, impacting customization and integration capabilities.
- Users find the **lack of features** in HubSpot Service Hub limits usability and complicates team collaboration.
- Users find the **limited ticket management features** of HubSpot Service Hub frustrating, leading to inefficient workflows.

#### What Are Recent G2 Reviews of HubSpot Service Hub?

**"[HubSpot Service Hub has helped streamline our support operations significantly. .](https://www.g2.com/survey_responses/hubspot-service-hub-review-11586632)"**

**Rating:** 4.0/5.0 stars
*— Ashish  P.*

[Read full review](https://www.g2.com/survey_responses/hubspot-service-hub-review-11586632)

---

**"[Ticket management and centralized support with automations that enhance the experience](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336)"**

**Rating:** 4.5/5.0 stars
*— Lizeth M.*

[Read full review](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336)

---


#### What Are G2 Users Discussing About HubSpot Service Hub?

- [How does HubSpot Service Hub contribute to creating a more cohesive and effective customer service experience?](https://www.g2.com/discussions/how-does-hubspot-service-hub-contribute-to-creating-a-more-cohesive-and-effective-customer-service-experience) - 3 comments, 1 upvote
- [What is HubSpot Service Hub used for?](https://www.g2.com/discussions/what-is-hubspot-service-hub-used-for) - 2 comments, 1 upvote
- [What does HubSpot software do?](https://www.g2.com/discussions/hubspot-service-hub-what-does-hubspot-software-do) - 2 comments
- [Which of the following features are available on the HubSpot platform?](https://www.g2.com/discussions/which-of-the-following-features-are-available-on-the-hubspot-platform) - 1 comment
- [What is service hub?](https://www.g2.com/discussions/what-is-service-hub) - 2 comments

### 2. [Planhat](https://www.g2.com/products/planhat/reviews)
Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.


**Average Rating:** 4.5/5.0
**Total Reviews:** 926
**How Do G2 Users Rate Planhat?**

- **Scalability:** 8.8/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

**Who Is the Company Behind Planhat?**

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** https://www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat (1,045 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (232 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% Mid-Market, 32% Small-Business


#### What Are Planhat's Pros and Cons?

**Pros:**

- Ease of Use (172 reviews)
- Customer Support (122 reviews)
- Customization (88 reviews)
- Automation (83 reviews)
- Efficiency (82 reviews)

**Cons:**

- Learning Curve (92 reviews)
- Complexity (63 reviews)
- Integration Issues (45 reviews)
- Steep Learning Curve (45 reviews)
- Limitations (42 reviews)


### What Do G2 Reviewers Say About Planhat?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Planhat, appreciating its intuitive interface and seamless integration for effective management.
- Users praise Planhat's **excellent customer support** , highlighting responsive and knowledgeable assistance that enhances the overall experience.
- Users value Planhat's **deep customization** , enabling tailored workflows and configurations that align with their specific business needs.
- Users value the **automation capabilities** of Planhat, significantly reducing manual work and enhancing workflow efficiency.
- Users appreciate the **efficiency** of Planhat, enjoying streamlined workflows and significant time savings through powerful automation capabilities.

**Cons:**

- Users find the **learning curve steep** due to complex setup and insufficient documentation for Planhat's extensive features.
- Users find Planhat to have a **complexity** that makes data retrieval and navigation challenging for new users.
- Users experience **integration issues** with customer product usage data, complicating the overall effectiveness of Planhat.
- Users find the **steep learning curve** initially challenging, requiring time and effort to master the platform's features.
- Users find the **reporting functionality limited** , wishing for better options like field summation and easier navigation.

#### What Are Recent G2 Reviews of Planhat?

**"[A Game-Changer for CSMs with Powerful Automations](https://www.g2.com/survey_responses/planhat-review-13032622)"**

**Rating:** 4.5/5.0 stars
*— Kateryna K.*

[Read full review](https://www.g2.com/survey_responses/planhat-review-13032622)

---

**"[User-Friendly Interface with Customizable Views](https://www.g2.com/survey_responses/planhat-review-13032593)"**

**Rating:** 4.5/5.0 stars
*— Justin G.*

[Read full review](https://www.g2.com/survey_responses/planhat-review-13032593)

---


#### What Are G2 Users Discussing About Planhat?

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

### 3. [Custify](https://www.g2.com/products/custify/reviews)
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:** 502
**How Do G2 Users Rate Custify?**

- **Scalability:** 9.0/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.9/10)

**Who Is the Company Behind Custify?**

- **Seller:** [Custify](https://www.g2.com/sellers/custify)
- **Year Founded:** 2017
- **HQ Location:** Bucharest, Romania
- **Twitter:** @CustifySRL (628 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18314355/ (43 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:** 64% Small-Business, 33% Mid-Market


#### What Are Custify's Pros and Cons?

**Pros:**

- Ease of Use (121 reviews)
- Customer Support (82 reviews)
- Intuitive (54 reviews)
- Automation (48 reviews)
- Integrations (48 reviews)

**Cons:**

- Missing Features (29 reviews)
- Email Functionality (20 reviews)
- Limited Customization (20 reviews)
- Learning Curve (17 reviews)
- Not Intuitive (17 reviews)


### What Do G2 Reviewers Say About Custify?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Custify, which simplifies tracking customer health and managing tasks efficiently.
- Users value the **responsive customer support** of Custify, highlighting the team's helpfulness and quick assistance.
- Users value Custify's **intuitive interface** , making it accessible for all departments and enhancing overall usability.
- Users value the **robust automation** in Custify, enhancing efficiency and streamlining customer success processes.
- Users value the **extensive integration options** of Custify, enhancing adaptability and collaboration across teams.

**Cons:**

- Users identify **missing features** in Custify, citing limitations in tracking, communication, and documentation that affect usability.
- Users feel the **email functionality is limited** , lacking improvements in tracking, reporting, and mobile app support.
- Users find **limited customization** options frustrating, especially for account views and dashboard configurations.
- Users find the **learning curve challenging** , requiring significant effort and time for setup and adaptation.
- Users find Custify's interface **not intuitive** , struggling with an outdated UI and complex account management features.

#### What Are Recent G2 Reviews of Custify?

**"[Custify Put Customer Health Tracking in One Place for Our CS Team](https://www.g2.com/survey_responses/custify-review-13043047)"**

**Rating:** 5.0/5.0 stars
*— Wendy H.*

[Read full review](https://www.g2.com/survey_responses/custify-review-13043047)

---

**"[Powerful Playbooks and Segmentation with Outstanding Custify Support](https://www.g2.com/survey_responses/custify-review-13026467)"**

**Rating:** 5.0/5.0 stars
*— Philippe D.*

[Read full review](https://www.g2.com/survey_responses/custify-review-13026467)

---


#### What Are G2 Users Discussing About Custify?

- [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for)

### 4. [ChurnZero](https://www.g2.com/products/churnzero/reviews)
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:** 1,587
**How Do G2 Users Rate ChurnZero?**

- **Scalability:** 9.0/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)

**Who Is the Company Behind ChurnZero?**

- **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero)
- **Company Website:** https://churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero (1,792 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9475578/ (146 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:** 62% Mid-Market, 28% Small-Business


#### What Are ChurnZero's Pros and Cons?

**Pros:**

- Ease of Use (139 reviews)
- Helpful (95 reviews)
- Automation (86 reviews)
- Customer Support (78 reviews)
- Efficiency (76 reviews)

**Cons:**

- Learning Curve (54 reviews)
- Complexity (41 reviews)
- Not Intuitive (39 reviews)
- Missing Features (34 reviews)
- Steep Learning Curve (33 reviews)


### What Do G2 Reviewers Say About ChurnZero?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of ChurnZero, finding it intuitive and supported by helpful customer service.
- Users appreciate the **helpfulness** of ChurnZero's features, making client engagement and management seamless and efficient.
- Users value ChurnZero's **automation capabilities** , allowing streamlined workflows and improved efficiency in managing customer success.
- Users value the **fantastic customer support** from ChurnZero, enhancing their experience and data management efficiency.
- Users appreciate the **efficiency** of ChurnZero, which streamlines workflows and enhances customer data organization seamlessly.

**Cons:**

- Users note a **challenging learning curve** with ChurnZero, finding it time-consuming to master all features effectively.
- Users find the **complexity** of ChurnZero frustrating, as it can be overwhelming and not very intuitive.
- Users find ChurnZero to be **not intuitive** , requiring time and effort to navigate its numerous features effectively.
- Users note that ChurnZero has **missing features** like auto-population for success plans, requiring manual input instead.
- Users face a **steep learning curve** with ChurnZero, struggling to navigate its complex features and segmentation options.

#### What Are Recent G2 Reviews of ChurnZero?

**"[CZ Keeps Everything You Need at Your Fingertips](https://www.g2.com/survey_responses/churnzero-review-12972883)"**

**Rating:** 5.0/5.0 stars
*— Ashley B.*

[Read full review](https://www.g2.com/survey_responses/churnzero-review-12972883)

---

**"[Great tool to support our growing CS team](https://www.g2.com/survey_responses/churnzero-review-12781849)"**

**Rating:** 5.0/5.0 stars
*— Simon H.*

[Read full review](https://www.g2.com/survey_responses/churnzero-review-12781849)

---


#### What Are G2 Users Discussing About ChurnZero?

- [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment

### 5. [Vitally](https://www.g2.com/products/vitally/reviews)
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:** 693
**How Do G2 Users Rate Vitally?**

- **Scalability:** 8.8/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.8/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)

**Who Is the Company Behind Vitally?**

- **Seller:** [Vitally](https://www.g2.com/sellers/vitally)
- **Company Website:** https://vitally.io
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally_io (474 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11075131/ (139 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% Mid-Market, 41% Small-Business


#### What Are Vitally's Pros and Cons?

**Pros:**

- Ease of Use (46 reviews)
- Integrations (28 reviews)
- Intuitive (23 reviews)
- Customization (22 reviews)
- Automation (21 reviews)

**Cons:**

- Complexity (16 reviews)
- Integration Issues (11 reviews)
- Learning Curve (10 reviews)
- Not Intuitive (9 reviews)
- Steep Learning Curve (9 reviews)


### What Do G2 Reviewers Say About Vitally?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Vitally's **ease of use** exceptional, thanks to its intuitive design and customizable features.
- Users value the **easy integrations** with other software, enhancing workflow efficiency and customer management in Vitally.
- Users highlight the **intuitive design** of Vitally, making it effortless for both admins and end users to navigate.
- Users love the **extensive customization** options in Vitally, enhancing their experience and meeting their unique needs.
- Users love the **automation capabilities** of Vitally, streamlining workflows and saving time on repetitive tasks.

**Cons:**

- Users find Vitally's **complexity overwhelming** , requiring significant effort and expertise for effective setup and integration.
- Users find **integration issues** challenging, especially with limited native support and the need for extensive workarounds.
- Users note a **steep learning curve** for Vitally that requires time and team investment to navigate effectively.
- Users find Vitally **not intuitive** , requiring time and effort to understand its complex features and customizable views.
- Users find that Vitally has a **steep learning curve** , requiring significant time and technical investment for effective use.

#### What Are Recent G2 Reviews of Vitally?

**"[Solid Tool with Room for Improvement](https://www.g2.com/survey_responses/vitally-review-12770363)"**

**Rating:** 4.0/5.0 stars
*— Satwik K.*

[Read full review](https://www.g2.com/survey_responses/vitally-review-12770363)

---

**"[Intuitive Customizations and Flexibility of Vitally are Highlights](https://www.g2.com/survey_responses/vitally-review-5423707)"**

**Rating:** 5.0/5.0 stars
*— Samuel P.*

[Read full review](https://www.g2.com/survey_responses/vitally-review-5423707)

---


#### What Are G2 Users Discussing About Vitally?

- [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for)

### 6. [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
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:** 1,709
**How Do G2 Users Rate Gainsight Customer Success?**

- **Scalability:** 8.6/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.4/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)

**Who Is the Company Behind Gainsight Customer Success?**

- **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)
- **Company Website:** https://www.gainsight.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ (13,119 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/841640/ (1,123 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:** 57% Mid-Market, 32% Enterprise


#### What Are Gainsight Customer Success's Pros and Cons?

**Pros:**

- Ease of Use (302 reviews)
- Centralized Information (158 reviews)
- Health Monitoring (151 reviews)
- Visibility (136 reviews)
- Customer Support (118 reviews)

**Cons:**

- Complexity (76 reviews)
- Limitations (75 reviews)
- Steep Learning Curve (61 reviews)
- Learning Curve (58 reviews)
- Missing Features (57 reviews)


### What Do G2 Reviewers Say About Gainsight Customer Success?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **ease of use** of Gainsight Customer Success, enhancing productivity and providing a clear overview of accounts.
- Users value the **centralized customer data** in Gainsight, enhancing efficiency and teamwork for Customer Success Management.
- Users value the **accuracy and visibility** of Gainsight's health monitoring, enhancing customer insights and performance tracking.
- Gainsight provides **comprehensive visibility** into the customer journey, enhancing decision-making and improving customer success outcomes.
- Users appreciate the **comprehensive visibility** Gainsight provides, enhancing decision-making for customer success and retention.

**Cons:**

- Users find the **complexity of setup and customization** in Gainsight challenging, requiring substantial time and effort to master.
- Users find **information retrieval and email formatting challenging** in Gainsight, highlighting a steep learning curve and redundancy.
- Users experience a **steep learning curve** with Gainsight, requiring significant time and support to fully utilize the system.
- Users face a **steep learning curve** with Gainsight Customer Success, making setup and advanced functionalities challenging to grasp.
- Users experience significant **missing features** in Gainsight, limiting their effectiveness and posing integration challenges.

#### What Are Recent G2 Reviews of Gainsight Customer Success?

**"[Always-Available Support That Finds a Solution](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)"**

**Rating:** 4.5/5.0 stars
*— Octavio M.*

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)

---

**"[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)"**

**Rating:** 5.0/5.0 stars
*— Scott M.*

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)

---


#### What Are G2 Users Discussing About Gainsight Customer Success?

- [What is Gainsight used for?](https://www.g2.com/discussions/what-is-gainsight-used-for) - 2 comments
- [What is Gainsight PX?](https://www.g2.com/discussions/gainsight-what-is-gainsight-px) - 2 comments
- [Who are Gainsight competitors?](https://www.g2.com/discussions/who-are-gainsight-competitors)
- [What is Gainsight software?](https://www.g2.com/discussions/what-is-gainsight-software) - 2 comments

### 7. [Totango](https://www.g2.com/products/totango/reviews)
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:** 1,140
**How Do G2 Users Rate Totango?**

- **Scalability:** 8.3/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.2/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)

**Who Is the Company Behind Totango?**

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** https://www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (130 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% Mid-Market, 22% Small-Business


#### What Are Totango's Pros and Cons?

**Pros:**

- Ease of Use (202 reviews)
- Customer Support (98 reviews)
- Helpful (98 reviews)
- Customization (97 reviews)
- Efficiency (94 reviews)

**Cons:**

- Learning Curve (83 reviews)
- Integration Issues (65 reviews)
- Missing Features (57 reviews)
- Limited Customization (49 reviews)
- Steep Learning Curve (49 reviews)


### What Do G2 Reviewers Say About Totango?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Totango to be **easy to use and set up** , greatly enhancing their ability to track customer metrics.
- Users value the **exceptional customer support** from Totango, enhancing management convenience and providing valuable insights effortlessly.
- Users appreciate the **helpful functionality** of Totango, allowing comprehensive management and improved customer adoption effortlessly.
- Users value the **customization features** of Totango, enhancing tracking and improving customer onboarding and adoption.
- Users value the **efficiency** of Totango, streamlining workflows and saving time in managing customer accounts seamlessly.

**Cons:**

- Users find the **steep learning curve** challenging due to overwhelming data and insufficient educational resources.
- Users find **integration issues** with Totango, noting slow performance and manual efforts when connecting external systems.
- Users find **missing features** in Totango, particularly for multi-product visualization and draft touchpoint creation.
- Users find the **limited customization** options frustrating, often requiring support for advanced features and integrations.
- Users find a **steep learning curve** with Totango, struggling with integrations and needing more educational resources.

#### What Are Recent G2 Reviews of Totango?

**"[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)"**

**Rating:** 4.0/5.0 stars
*— Dragomir L.*

[Read full review](https://www.g2.com/survey_responses/totango-review-9508942)

---

**"[Beautiful, Visual Customer Data Platform That Beats Spreadsheets](https://www.g2.com/survey_responses/totango-review-12594697)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/totango-review-12594697)

---


#### What Are G2 Users Discussing About Totango?

- [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote

### 8. [Velaris](https://www.g2.com/products/velaris/reviews)
Velaris is the intelligent AI system for managing customers at scale. It centralizes your customer data, analyzes it to surface health signals, automates admin work and helps you stay on top of your tasks. Track everything that's happening with your customers in one place. Get alerted to churn risk and expansion opportunity with AI-augmented health scores. Automate repetitive tasks with AI agents and agentic workflows. Standardize processes with repeatable playbooks. Organize projects and docs in an AI-augmented collaborative workspace. Request a demo to see our agentic platform in action.


**Average Rating:** 4.5/5.0
**Total Reviews:** 125
**How Do G2 Users Rate Velaris?**

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

**Who Is the Company Behind Velaris?**

- **Seller:** [Velaris](https://www.g2.com/sellers/velaris)
- **Company Website:** https://www.velaris.io/
- **HQ Location:** London
- **LinkedIn® Page:** https://www.linkedin.com/company/velaris/ (121 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Mid-Market, 42% Small-Business


#### What Are Velaris's Pros and Cons?

**Pros:**

- Automation (7 reviews)
- Ease of Use (7 reviews)
- Insights (6 reviews)
- Time-saving (6 reviews)
- Customer Support (5 reviews)

**Cons:**

- Limited Customization (2 reviews)
- Implementation Issues (1 reviews)
- Learning Curve (1 reviews)
- Missing Features (1 reviews)
- Not Intuitive (1 reviews)


### What Do G2 Reviewers Say About Velaris?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **seamless automation capabilities** of Velaris, enhancing efficiency and streamlining processes effortlessly.
- Users appreciate the **ease of use** of Velaris, consolidating client data effortlessly into a single, manageable platform.
- Users value the **customer health score and AI meeting agent** features of Velaris for enhancing client understanding and efficiency.
- Users value the **time-saving benefits** of Velaris, allowing teams to focus on customers instead of software navigation.
- Users praise the **exceptional customer support** of Velaris, highlighting responsiveness and tailored assistance for unique business needs.

**Cons:**

- Users desire more **customization options** for the Velaris interface and reporting features to better suit their needs.
- Users find the **data mapping during implementation tricky** , yet support from the Velaris team helps resolve issues.
- Users find the **learning curve challenging** , making initial use of Velaris somewhat difficult and time-consuming.
- Users are frustrated with the **lack of shareable Success Plans** , limiting collaboration with customers until future updates.
- Users find the **interface not intuitive** , suggesting improvements for better presentation and discoverability of event data.

#### What Are Recent G2 Reviews of Velaris?

**"[Comprehensive CRM with Powerful Integrations](https://www.g2.com/survey_responses/velaris-review-12457542)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/velaris-review-12457542)

---

**"[Powerful CS management tool, easy to use with an outstanding team](https://www.g2.com/survey_responses/velaris-review-12441225)"**

**Rating:** 5.0/5.0 stars
*— Jéssica L.*

[Read full review](https://www.g2.com/survey_responses/velaris-review-12441225)

---



### 9. [Customerscore.io](https://www.g2.com/products/customerscore-io/reviews)
Customerscore is the AI Customer Success platform with the most accurate predictive model on the market. It predicts each customer's next move — who's about to churn and who's ready to grow — from their own usage, billing, and history, explains exactly why, and helps your team act before it's too late. Most SaaS companies lose customers silently. The signals are there — dropping engagement, stalled adoption, payment issues — but no one connects the dots fast enough. By the time churn shows up in reports, the window to intervene has already closed. The churn signals are already in your data: - Engagement dropping - Feature adoption stalling - Low usage before upcoming renewals - Payment issues in Stripe How Customerscore works: 1. Connect your existing stack Stripe, Chargebee, HubSpot, Salesforce, Pipedrive, Mixpanel, PostHog, Segment, Intercom, Zendesk, Snowflake, Postgres — plus any internal source via API and SDK. Don't see your tool? We build custom integrations for any stack. 2. ML + AI predict every customer's next move — and tell you what drives your retention Our churn-risk and upsell models are trained on tens of thousands of SaaS users, then applied to each of your accounts individually — on its own usage, billing, and history — to predict what each customer will do next. You get the exact drivers behind every prediction and the know-how of what actually drives retention in your business. Not rule-based scoring that's generic for everyone — and therefore right for no one. 3. Ask and act, right where you work Ask anything about any customer in plain language — in Slack or in Claude, via our MCP. Get churn alerts in Slack, sync health scores and tasks into your CRM, or let the platform run the retention playbooks for you: personalized email sequences, follow-up drafts, in-app nudges. Common use cases: - Churn prevention: catch accounts when engagement drops, before they cancel - Renewal protection: proactive outreach to at-risk accounts ahead of renewal - Expansion: spot accounts ready to grow and trigger the right play - Onboarding: nudge customers when key features aren't being adopted Built for: Customer Success, Growth, and RevOps teams at B2B SaaS companies managing hundreds to thousands of accounts they can't watch by hand. Proof: Used by teams like tl;dv, Apify, awork, and Swat.io to catch silent churn and drive expansion — awork scores ~4,500 customers daily, including the accounts that used to slip away silently. White-glove onboarding, tied to your needs: The people who built the platform connect your data and tune your churn and upsell models to your business — your first scores in days, not a junior CSM and a ticket queue. Security: ISO 27001, GDPR, EU data residency.


**Average Rating:** 4.8/5.0
**Total Reviews:** 41
**How Do G2 Users Rate Customerscore.io?**

- **Scalability:** 9.4/10 (Category avg: 8.8/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.6/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)

**Who Is the Company Behind Customerscore.io?**

- **Seller:** [Customerscore.io](https://www.g2.com/sellers/customerscore-io)
- **HQ Location:** Prague, Czechia
- **LinkedIn® Page:** https://www.linkedin.com/company/customerscore-io/ (6 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Small-Business, 39% Mid-Market


#### What Are Customerscore.io's Pros and Cons?

**Pros:**

- Automation (8 reviews)
- Engagement Improvement (7 reviews)
- Proactivity (7 reviews)
- Ease of Use (6 reviews)
- Customer Support (4 reviews)

**Cons:**

- Dependency Issues (1 reviews)
- Learning Curve (1 reviews)
- Limited Customization (1 reviews)


### What Do G2 Reviewers Say About Customerscore.io?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **automation features** of CustomerScore.io, enhancing responsiveness and efficiency in managing customer relationships.
- Users value the **automated follow-ups** from Customerscore.io, enhancing customer engagement and streamlining their success strategies.
- Users value the **proactive alerts** from CustomerScore.io, which streamline customer interactions and enhance responsiveness.
- Users appreciate the **intuitive ease of use** of CustomerScore.io, enabling efficient customer engagement and support.
- Users commend the **responsive customer support** of CustomerScore.io, which enhances their overall experience with the platform.

**Cons:**

- Users note **dependency issues** due to limited CRM integration, though workarounds exist to aid functionality.
- Users note a **small learning curve** during setup, but overall find the experience manageable.
- Users find the **limited customization** in reporting features somewhat restrictive, impacting their overall experience.

#### What Are Recent G2 Reviews of Customerscore.io?

**"[Fast setup, automated alerts and playbooks that surface churn risk early](https://www.g2.com/survey_responses/customerscore-io-review-12546935)"**

**Rating:** 4.5/5.0 stars
*— Samuel G.*

[Read full review](https://www.g2.com/survey_responses/customerscore-io-review-12546935)

---

**"[CustomerScore Makes Customer Health Clear and Keeps Me Proactive](https://www.g2.com/survey_responses/customerscore-io-review-12612255)"**

**Rating:** 4.0/5.0 stars
*— Michaela K.*

[Read full review](https://www.g2.com/survey_responses/customerscore-io-review-12612255)

---



### 10. [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews)
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 beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.


**Average Rating:** 4.4/5.0
**Total Reviews:** 420
**How Do G2 Users Rate ClientSuccess?**

- **Scalability:** 8.1/10 (Category avg: 8.8/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.3/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)

**Who Is the Company Behind ClientSuccess?**

- **Seller:** [ClientSuccess](https://www.g2.com/sellers/clientsuccess)
- **Year Founded:** 2014
- **HQ Location:** American Fork, UT
- **Twitter:** @clientsuccess (2,157 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3595230/ (38 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:** 55% Mid-Market, 42% Small-Business


#### What Are ClientSuccess's Pros and Cons?

**Pros:**

- Client Management (2 reviews)
- Customer Support (2 reviews)
- Integrations (2 reviews)
- Analytics (1 reviews)
- Automation (1 reviews)

**Cons:**

- Field Limitations (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)
- Poor UI Design (1 reviews)


### What Do G2 Reviewers Say About ClientSuccess?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **granular client management** features, enabling effective support through organized tracking and integration tools.
- Users appreciate the **excellent customer support** of ClientSuccess, enhancing their daily routine and customer interactions.
- Users value the **engagement integration with Outlook** , enhancing customer meeting preparation and support through streamlined tools.
- Users value the **robust analytics tools** of ClientSuccess, which enhance customer support and tracking capabilities.
- Users value the **automation features** in ClientSuccess, enhancing their ability to support customers effectively.

**Cons:**

- Users express frustration with the **limit on active goals** , which restricts their ability to manage client projects effectively.
- Users find the **limited customization** in ClientSuccess restrictive, affecting their ability to manage client goals effectively.
- Users express frustration with the **limited features** of ClientSuccess, specifically the cap on active goals for clients.
- Users feel the **UI could be simpler** as it complicates their overall experience with the product.

#### What Are Recent G2 Reviews of ClientSuccess?

**"[ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting](https://www.g2.com/survey_responses/clientsuccess-review-12477654)"**

**Rating:** 4.5/5.0 stars
*— Hannah O.*

[Read full review](https://www.g2.com/survey_responses/clientsuccess-review-12477654)

---

**"[Customer Success Manager](https://www.g2.com/survey_responses/clientsuccess-review-10802123)"**

**Rating:** 5.0/5.0 stars
*— Denise S.*

[Read full review](https://www.g2.com/survey_responses/clientsuccess-review-10802123)

---


#### What Are G2 Users Discussing About ClientSuccess?

- [What is ClientSuccess used for?](https://www.g2.com/discussions/what-is-clientsuccess-used-for)
- [What does customer success manager do?](https://www.g2.com/discussions/what-does-customer-success-manager-do)
- [How much does Gainsight cost?](https://www.g2.com/discussions/clientsuccess-how-much-does-gainsight-cost)
- [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment
- [What is customer success platform?](https://www.g2.com/discussions/what-is-customer-success-platform)

### 11. [Skalin](https://www.g2.com/products/skalin/reviews)
Skalin helps B2B SaaS better onboard, engage and grow their customers with its 360° view, AI-powered Health Scores and powerful automation capabilities. Main Features: → Opportunities & threats in a single 360° Customer view → Health score to prevent churn and boost upselling → Smart alerts for shifting from reactive to proactive → Playbooks for delivering Success at scale 💻 More info: https://www.skalin.io/ 📅 Book a demo: https://www.skalin.io/book-demo


**Average Rating:** 4.9/5.0
**Total Reviews:** 31
**How Do G2 Users Rate Skalin?**

- **Scalability:** 9.3/10 (Category avg: 8.8/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.3/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)

**Who Is the Company Behind Skalin?**

- **Seller:** [Skalin](https://www.g2.com/sellers/skalin)
- **Year Founded:** 2020
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/skalin (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Small-Business, 45% Mid-Market


#### What Are Skalin's Pros and Cons?

**Pros:**

- Automation (1 reviews)
- Proactivity (1 reviews)



### What Do G2 Reviewers Say About Skalin?
*AI-generated summary from verified user reviews*

**Pros:**

- Users benefit from the **automation features** in Skalin, enhancing portfolio visibility and simplifying monitoring processes.
- Users value the **proactive portfolio monitoring** of Skalin, enhancing efficiency and independence from cumbersome systems.


#### What Are Recent G2 Reviews of Skalin?

**"[Skalin: Efficiency and Simplicity for Proactive Customer Success](https://www.g2.com/survey_responses/skalin-review-12000176)"**

**Rating:** 4.5/5.0 stars
*— Agathe R.*

[Read full review](https://www.g2.com/survey_responses/skalin-review-12000176)

---

**"[Game-Changer for Customer Success Teams](https://www.g2.com/survey_responses/skalin-review-11259236)"**

**Rating:** 5.0/5.0 stars
*— Lamia  M.*

[Read full review](https://www.g2.com/survey_responses/skalin-review-11259236)

---


#### What Are G2 Users Discussing About Skalin?

- [What is Skalin used for?](https://www.g2.com/discussions/what-is-skalin-used-for)

### 12. [ZapScale](https://www.g2.com/products/zapscale/reviews)
ZapScale is an AI-powered customer success platform for B2B SaaS companies, designed for CS organizations to help them foster stronger customer relationships. Designed to reduce customer churn, improve retention and drive upsell opportunities, ZapScale gives your CS team AI-driven the insights, automation and predictive analytics that you need to truly understand and support each customer.


**Average Rating:** 4.8/5.0
**Total Reviews:** 114
**How Do G2 Users Rate ZapScale?**

- **Scalability:** 9.0/10 (Category avg: 8.8/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.4/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)

**Who Is the Company Behind ZapScale?**

- **Seller:** [ZapScale Inc. ](https://www.g2.com/sellers/zapscale-inc)
- **Year Founded:** 2021
- **HQ Location:** Delaware, US
- **Twitter:** @ZapScale (35 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zapscale/ (13 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Customer Success Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Small-Business, 45% Mid-Market


#### What Are ZapScale's Pros and Cons?

**Pros:**

- Customer Support (5 reviews)
- Centralized Information (4 reviews)
- Customization (4 reviews)
- Engagement Improvement (4 reviews)
- Efficiency (3 reviews)

**Cons:**

- Slow Performance (3 reviews)
- Missing Features (2 reviews)
- Complexity (1 reviews)
- Data Inaccuracy (1 reviews)
- Data Overload (1 reviews)


### What Do G2 Reviewers Say About ZapScale?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise ZapScale for its **extraordinary customer support** , enhancing their experience and driving effective customer relationships.
- Users value the **centralized information** provided by ZapScale, enabling efficient tracking and management of customer health.
- Users value the **customization options** in ZapScale, allowing tailored dashboards for enhanced productivity and decision-making.
- Users value the **engagement improvement** capabilities of ZapScale, enhancing customer relationships and driving business growth.
- Users value the **efficiency** of ZapScale in tracking KPIs and accessing customer data with ease.

**Cons:**

- Users note **slow performance** in ZapScale, particularly with delays in loading data and pages taking longer than expected.
- Users find the **missing features** in ZapScale detrimental, limiting its effectiveness for more complex business scenarios.
- Users find the **UI complexity** of ZapScale challenging, suggesting that simplification could enhance the user experience.
- Users have noted **data inaccuracy** issues in ZapScale, affecting their overall experience and confidence in the platform.
- Users find that **data overload** from automated triggers complicates task prioritization and hinders effective usage.

#### What Are Recent G2 Reviews of ZapScale?

**"[Predicts Churn](https://www.g2.com/survey_responses/zapscale-review-11287675)"**

**Rating:** 4.0/5.0 stars
*— Anshika S.*

[Read full review](https://www.g2.com/survey_responses/zapscale-review-11287675)

---

**"[“ZapScale: The Backbone of Modern Customer Success Operations”](https://www.g2.com/survey_responses/zapscale-review-11736934)"**

**Rating:** 4.5/5.0 stars
*— Pankaj V.*

[Read full review](https://www.g2.com/survey_responses/zapscale-review-11736934)

---



### 13. [Catalyst](https://www.g2.com/products/totango-catalyst/reviews)
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: 8.8/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)

**Who Is the Company Behind Catalyst?**

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** https://www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (130 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% Mid-Market, 13% Small-Business


#### What Are Catalyst's Pros and Cons?

**Pros:**

- Ease of Use (37 reviews)
- Automation (19 reviews)
- Customer Engagement (19 reviews)
- Integrations (19 reviews)
- User Interface (19 reviews)

**Cons:**

- Learning Curve (14 reviews)
- Integration Issues (13 reviews)
- Missing Features (11 reviews)
- Not Intuitive (11 reviews)
- Limited Customization (10 reviews)


### What Do G2 Reviewers Say About Catalyst?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **intuitive interface** of Catalyst, enhancing efficiency in managing customer engagement and tracking success.
- Users praise Catalyst for its **automation features** , which enhance efficiency and proactive customer engagement in success operations.
- Users value the **effective customer engagement** tools of Catalyst, enhancing communication and enabling proactive relationship management.
- Users value the **seamless integrations** of Catalyst, enhancing efficiency and consolidating data for better customer success management.
- Users value the **intuitive interface** of Catalyst, which enhances navigation and minimizes ramp-up time for teams.

**Cons:**

- Users report a noticeable **learning curve** with Catalyst, making initial navigation and usage challenging for newcomers.
- Users find **integration issues** with Catalyst problematic, complicating communication and workflow with external systems and tools.
- Users note **missing features** in Catalyst, including limited integrations and inadequate reporting, hindering efficient workflows.
- Users find the **interface not intuitive** , creating confusion and hindering the completion of simple tasks.
- Users feel that the **customization options are limited** , making it difficult to tailor the product to specific needs.

#### What Are Recent G2 Reviews of Catalyst?

**"[Customer Health Monitoring That Simplifies Usage Tracking and Renewals](https://www.g2.com/survey_responses/catalyst-review-12905872)"**

**Rating:** 4.0/5.0 stars
*— Jai M.*

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12905872)

---

**"[Chat and Email-to-File Features Make Workflows Effortless](https://www.g2.com/survey_responses/catalyst-review-12459474)"**

**Rating:** 5.0/5.0 stars
*— Kelli W.*

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12459474)

---


#### What Are G2 Users Discussing About Catalyst?

- [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different)
- [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios)
- [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for)
- [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking)

### 14. [TeamSupport](https://www.g2.com/products/teamsupport/reviews)
TeamSupport takes you beyond the ticket to deliver the answers your customer, your team, and your business need. More than a ticket management tool, TeamSupport is a purpose-built AI customer success platform for growing B2B SaaS companies, where onboarding, support, and ongoing innovation are the keys to acquiring, growing, and retaining customer relationships. We focus on the actual use of your SaaS product — listening to the signals embedded in every onboarding call, every first-time question about a feature, and every persistent bug report. Those moments aren’t just support interactions; they’re a goldmine of product and customer insight. We ensure your customers are trained, guided through adoption, supported to get maximum value, and encouraged to expand their use. With our account-level insights and B2B-focused AI agent you can make better decisions, protect your customer base, and keep growing.


**Average Rating:** 4.4/5.0
**Total Reviews:** 877
**How Do G2 Users Rate TeamSupport?**

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)

**Who Is the Company Behind TeamSupport?**

- **Seller:** [TeamSupport](https://www.g2.com/sellers/teamsupport)
- **Year Founded:** 2008
- **HQ Location:** Dallas, TX
- **Twitter:** @TeamSupport (13,505 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/teamsupport-com/ (62 employees on LinkedIn®)
- **Phone:** +1 (800) 596-2820

**Who Uses This Product?**
- **Who Uses This:** Software Engineer, Software Developer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 44% Mid-Market, 39% Small-Business


#### What Are TeamSupport's Pros and Cons?

**Pros:**

- Features (17 reviews)
- Ease of Use (16 reviews)
- Helpful (15 reviews)
- Customer Support (12 reviews)
- Automation (8 reviews)

**Cons:**

- Search Functionality (5 reviews)
- Slow Loading (5 reviews)
- Ticketing Issues (5 reviews)
- Inadequate Search Functionality (4 reviews)
- Learning Curve (4 reviews)


### What Do G2 Reviewers Say About TeamSupport?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **comprehensive features** of TeamSupport, enhancing efficiency and improving team communication and transparency.
- Users appreciate the **ease of use** of TeamSupport, finding it simple and effective for daily tasks.
- Users find TeamSupport's **helpful features** valuable, particularly for organizing issue resolution and facilitating collaboration.
- Users commend the **exceptional customer support** of TeamSupport for their helpfulness and deep understanding of products.
- Users value the **automation capabilities** of TeamSupport, enhancing efficiency in customer support and data management.

**Cons:**

- Users find the **search functionality inadequate** , as it struggles with relevant results and lacks comprehensive content searching.
- Users experience **slow loading** issues with TeamSupport, causing frustration during urgent client interactions and email tracking.
- Users face **ticketing issues** like sluggish UI and inadequate filtering options, hindering effective ticket management.
- Users struggle with **inadequate search functionality** in TeamSupport, affecting their ability to efficiently manage and reference tickets.
- Users face a **steep learning curve** with TeamSupport, requiring time to master its features and navigate effectively.

#### What Are Recent G2 Reviews of TeamSupport?

**"[TeamSupport Simplifies Multi-Client Ticket Tracking with Helpful Performance Metrics](https://www.g2.com/survey_responses/teamsupport-review-12433366)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/teamsupport-review-12433366)

---

**"[Excellent B2B Communication Office with Continuous Enhancements](https://www.g2.com/survey_responses/teamsupport-review-8885777)"**

**Rating:** 5.0/5.0 stars
*— Kari B.*

[Read full review](https://www.g2.com/survey_responses/teamsupport-review-8885777)

---


#### What Are G2 Users Discussing About TeamSupport?

- [What is TeamSupport used for?](https://www.g2.com/discussions/what-is-teamsupport-used-for) - 1 comment, 1 upvote

### 15. [Aviso](https://www.g2.com/products/aviso/reviews)
Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com.


**Average Rating:** 4.3/5.0
**Total Reviews:** 971
**How Do G2 Users Rate Aviso?**

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)

**Who Is the Company Behind Aviso?**

- **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)
- **Company Website:** https://www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc (895 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (364 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Mid-Market, 42% Enterprise


#### What Are Aviso's Pros and Cons?

**Pros:**

- Ease of Use (88 reviews)
- Forecasting (68 reviews)
- Features (54 reviews)
- User Interface (46 reviews)
- Efficiency (43 reviews)

**Cons:**

- Learning Curve (37 reviews)
- Slow Loading (24 reviews)
- Inaccurate Data (23 reviews)
- Missing Features (23 reviews)
- Slow Performance (23 reviews)


### What Do G2 Reviewers Say About Aviso?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Aviso, finding filters and dashboards intuitive for tracking and focus.
- Users appreciate the **AI prediction feature** in Aviso, enhancing their understanding of quarterly outcomes and making forecasting easier.
- Users appreciate the **robust features** of Aviso, enhancing their sales forecasting and overall productivity.
- Users appreciate Aviso's **clean and organized UI** , which enhances navigation and provides valuable insights for better forecasting.
- Users appreciate the **efficiency** of Aviso, enabling quick updates and organized forecasting that saves valuable time.

**Cons:**

- Users struggle with the **learning curve** of Aviso, finding setup and navigation time-consuming and unintuitive.
- Users experience **slow loading times** , with pages taking over 10 seconds to refresh, impacting efficiency and usability.
- Users experience **inaccurate data** with Aviso, particularly regarding Salesforce integration and AI forecasts, impacting decision-making.
- Users find the **missing features** in Aviso limiting, requiring additional processes and causing confusion in usage.
- Users report **slow performance** , facing delays and freezing, hindering their overall experience with Aviso.

#### What Are Recent G2 Reviews of Aviso?

**"[Outstanding onboarding, seamless SFDC & Google Meet integrations, intuitive UI](https://www.g2.com/survey_responses/aviso-review-13049773)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/aviso-review-13049773)

---

**"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"**

**Rating:** 4.0/5.0 stars
*— Tushar P.*

[Read full review](https://www.g2.com/survey_responses/aviso-review-12792275)

---


#### What Are G2 Users Discussing About Aviso?

- [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for)

### 16. [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews)
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: 8.8/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)

**Who Is the Company Behind CustomerSuccessBox?**

- **Seller:** [CustomerSuccessBox](https://www.g2.com/sellers/customersuccessbox)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, California
- **Twitter:** @CustSuccessBox (733 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/13301853/ (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 73% Mid-Market, 22% Small-Business



#### What Are Recent G2 Reviews of CustomerSuccessBox?

**"[Great tool for 360 degree view of your accounts](https://www.g2.com/survey_responses/customersuccessbox-review-7082848)"**

**Rating:** 4.0/5.0 stars
*— Himanshi G.*

[Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7082848)

---

**"[Nice tool to use for managing](https://www.g2.com/survey_responses/customersuccessbox-review-7031310)"**

**Rating:** 4.5/5.0 stars
*— Deep P.*

[Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7031310)

---


#### What Are G2 Users Discussing About CustomerSuccessBox?

- [What is CustomerSuccessBox used for?](https://www.g2.com/discussions/what-is-customersuccessbox-used-for)

### 17. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews)
From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.


**Average Rating:** 4.5/5.0
**Total Reviews:** 172
**How Do G2 Users Rate Cloud Coach?**

- **Scalability:** 8.0/10 (Category avg: 8.8/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 7.7/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)

**Who Is the Company Behind Cloud Coach?**

- **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94)
- **Company Website:** https://www.cloudcoach.com
- **Year Founded:** 2005
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @cloudcoach (116 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2739348/ (45 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Project Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Mid-Market, 31% Small-Business


#### What Are Cloud Coach's Pros and Cons?

**Pros:**

- Ease of Use (51 reviews)
- Project Management (44 reviews)
- Integrations (42 reviews)
- Easy Integration (33 reviews)
- Salesforce Integration (32 reviews)

**Cons:**

- Learning Curve (24 reviews)
- Complexity (20 reviews)
- Missing Features (15 reviews)
- Limited Customization (13 reviews)
- Complex Usability (12 reviews)


### What Do G2 Reviewers Say About Cloud Coach?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **user-friendly interface** of Cloud Coach, enhancing productivity and collaboration for effective project management.
- Users value the **seamless project management** capabilities of Cloud Coach, enhancing organization and collaboration across teams.
- Users praise the **seamless Salesforce integration** in Cloud Coach for enhancing project visibility and collaborative efforts.
- Users value the **seamless integration with Salesforce** , enhancing project management without the need for multiple tools.
- Users appreciate the **seamless Salesforce integration** of Cloud Coach, enhancing project visibility and simplifying implementation processes.

**Cons:**

- Users find the **learning curve steep** , making initial navigation of Cloud Coach intimidating for new users.
- Users find Cloud Coach's interface to be **cumbersome and overly complex** , particularly during initial navigation and customization.
- Users express concerns about the **missing features** in Cloud Coach, limiting customization and efficiency for task management.
- Users find **limited customization** in Cloud Coach leads to complexity and challenges in adapting workflows effectively.
- Users find **Cloud Coach's complexity** overwhelming, particularly due to its numerous features and steep learning curve.

#### What Are Recent G2 Reviews of Cloud Coach?

**"[Seamless Salesforce Integration and Powerful Project Management](https://www.g2.com/survey_responses/cloud-coach-review-12110564)"**

**Rating:** 4.5/5.0 stars
*— Msalazar L.*

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564)

---

**"[Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking](https://www.g2.com/survey_responses/cloud-coach-review-12276021)"**

**Rating:** 5.0/5.0 stars
*— Beatrice  R.*

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021)

---


#### What Are G2 Users Discussing About Cloud Coach?

- [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach)
- [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool)
- [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program)
- [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment

### 18. [Startdeliver](https://www.g2.com/products/startdeliver/reviews)
Startdeliver is for Customer Success what CRM is for Sales. A platform that helps CS teams monitor customer health, manage projects and automate workflows – made to be easy to use, easy to integrate, and easy to maintain.


**Average Rating:** 4.5/5.0
**Total Reviews:** 42
**How Do G2 Users Rate Startdeliver?**

- **Scalability:** 8.5/10 (Category avg: 8.8/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)

**Who Is the Company Behind Startdeliver?**

- **Seller:** [Startdeliver](https://www.g2.com/sellers/startdeliver)
- **Year Founded:** 2018
- **HQ Location:** Stockholm, Stockholm County
- **LinkedIn® Page:** https://www.linkedin.com/company/startdeliver/ (9 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 81% Small-Business, 19% Mid-Market


#### What Are Startdeliver's Pros and Cons?

**Pros:**

- Customer Support (2 reviews)
- Automation (1 reviews)
- Centralized Information (1 reviews)
- Customer Success (1 reviews)
- Customization (1 reviews)

**Cons:**

- Limited Features (2 reviews)
- Complexity (1 reviews)
- Difficult Reporting (1 reviews)
- Difficult Setup (1 reviews)
- Limited Customization (1 reviews)


### What Do G2 Reviewers Say About Startdeliver?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **amazing customer support** of Startdeliver, finding it proactive and inspiring for their needs.
- Users value the **seamless automation** features of Startdeliver that enhance workflow efficiency and reduce repetitive tasks.
- Users find the **centralized information** in Startdeliver essential for seamless workflow and project management.
- Users appreciate the **customer success team's performance** , enabling informed decisions and effective feedback for the future.
- Users love the **customization options** in Startdeliver, facilitating smooth workflows and effective tool integrations.

**Cons:**

- Users find the **limited features** of Startdeliver restrict effective usage, falling short of expectations compared to larger CRMs.
- Users find Startdeliver's system to have a **high complexity** , requiring staff assistance for navigation and setup.
- Users find **difficult reporting** with Startdeliver due to limited features and integration compared to larger CRMs.
- Users find the **difficult setup** of Startdeliver requires extensive staff assistance, hindering a self-service experience.
- Users note the **limited customization** options of Startdeliver compared to larger CRMs, impacting flexibility for diverse needs.

#### What Are Recent G2 Reviews of Startdeliver?

**"[My First Customer Success Tool and I am happy with it.](https://www.g2.com/survey_responses/startdeliver-review-10501130)"**

**Rating:** 4.5/5.0 stars
*— Viktoria S.*

[Read full review](https://www.g2.com/survey_responses/startdeliver-review-10501130)

---

**"[Make customer success management much easier](https://www.g2.com/survey_responses/startdeliver-review-11074496)"**

**Rating:** 4.0/5.0 stars
*— Vilhelm N.*

[Read full review](https://www.g2.com/survey_responses/startdeliver-review-11074496)

---



### 19. [RevSetter](https://www.g2.com/products/revsetter/reviews)
RevSetter is a cutting-edge CS and revenue platform built on a unique data model and insights engine to super-charge customer success, account management, and revenue teams across the globe. RevSetter unlocks the efficiency of your revenue-facing teams – starting with a streamlined onboarding and fast time-to-value, it’s fully customizable for ICs, managers, and the C-Suite and capable of powering the actions and workflows of the full revenue journey. We built our platform to address the market’s current challenges, while also future-proofing the evolving needs of revenue teams worldwide. It’s time to empower your business with a comprehensive set of solutions ranging from automated workflows, robust data management, dynamic customer journeys, product usage analytics, and much more – all in one innovative solution.


**Average Rating:** 4.8/5.0
**Total Reviews:** 12
**How Do G2 Users Rate RevSetter?**

- **Scalability:** 9.5/10 (Category avg: 8.8/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.6/10)
- **Performance & Reliability:** 8.8/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.7/10 (Category avg: 8.9/10)

**Who Is the Company Behind RevSetter?**

- **Seller:** [RevSetter](https://www.g2.com/sellers/revsetter)
- **Year Founded:** 2020
- **HQ Location:** Santa Monica, US
- **LinkedIn® Page:** https://www.linkedin.com/company/revsetter/ (4 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Games
- **Company Size:** 92% Small-Business, 8% Mid-Market



#### What Are Recent G2 Reviews of RevSetter?

**"[Great CS Platform](https://www.g2.com/survey_responses/revsetter-review-8889739)"**

**Rating:** 4.5/5.0 stars
*— Melinda S.*

[Read full review](https://www.g2.com/survey_responses/revsetter-review-8889739)

---

**"[Powerful platform for our CS-team.](https://www.g2.com/survey_responses/revsetter-review-8872900)"**

**Rating:** 5.0/5.0 stars
*— Hasan A.*

[Read full review](https://www.g2.com/survey_responses/revsetter-review-8872900)

---




## What Is Customer Success Software?

[Customer Service Software](https://www.g2.com/categories/customer-service)

## What Software Categories Are Similar to Customer Success Software?

- [Product Analytics Software](https://www.g2.com/categories/product-analytics)
- [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization)
- [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


---

## How Do You Choose the Right Customer Success Software?

### What You Should Know About Customer Success Software

### Customer Success software buying insights at a glance

[Customer Success software](https://www.g2.com/categories/customer-success) brings together customer health monitoring, lifecycle workflows, playbooks, and renewal visibility to help teams manage onboarding, adoption, and retention with less manual effort. Instead of juggling spreadsheets, CRM notes, and disconnected support/product dashboards, these platforms centralize the “work between the work” for CS, tracking usage signals, surfacing risk, automating follow-ups, and organizing engagement across stakeholders. 

As retention becomes harder to protect, customer journeys become more complex, and teams remain distributed, customer success software has become a practical way to maintain consistency, coverage, and renewal momentum without inflating headcount.

Based on the G2 reviews, buyers most often adopt these tools to reduce reactive firefighting and make account management more proactive. The strongest review patterns point to a few recurring wins: better visibility into customer health and risk signals, stronger execution of onboarding and renewal workflows through playbooks, and improved cross-functional alignment because customer context is easier to share across CS, Sales, and Support. Many teams also emphasize that the CS platforms they retain long-term are the ones that seamlessly integrate into everyday account management tasks, rather than requiring constant manual data upkeep or context switching.

Pricing typically follows a subscription model (annual in most cases), often priced by number of seats, customer volume, and the depth of capabilities (health scoring, playbooks, automation, segmentation, analytics, forecasting). Common cost drivers include product usage, data integrations, advanced reporting, admin controls, and enterprise-grade security or governance requirements. Some vendors also charge for onboarding services, data implementation, or custom integration work, especially when teams require multiple systems to feed into health scoring.

Top 5 FAQs from software buyers:

- What is the best customer success software for scaling onboarding and renewals?
- Which customer success tools have the strongest customer health scoring and alerts?
- What’s the best customer success platform for enterprise CS teams?
- How do customer success tools integrate with CRM, product analytics, and support?
- What should I look for when building customer success playbooks and automation?

**G2’s top-rated Customer Success software, based on verified user reviews, includes** [**SF Service Cloud,**](https://www.g2.com/products/salesforce-service-cloud/reviews) [**Gaininsight Customer Success**](https://www.g2.com/products/gainsight-customer-success/reviews) **,** [**ChurnZero**](https://www.g2.com/products/churnzero/reviews) **,** [**Planhat**](https://www.g2.com/products/planhat/reviews) **, and** [**Hubspot Service Hub**](https://www.g2.com/products/hubspot-service-hub/reviews) **.** [**(Source 2)**](https://company.g2.com/news/g2-winter-2026-reports)

### What are the top-reviewed Customer Success software on G2?

[SF Service Cloud](https://www.g2.com/products/salesforce-service-cloud/reviews)

- Reviews: 956
- Satisfaction: 98
- Market Presence: 99
- G2 Score: 98

[Gaininsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)

- Reviews: 1579
- Satisfaction: 74
- Market Presence: 83
- G2 Score: 78

[ChurnZero](https://www.g2.com/products/churnzero/reviews)

- Reviews: 1434
- Satisfaction: 86
- Market Presence: 69
- G2 Score: 77

[Planhat](https://www.g2.com/products/planhat/reviews)

- Reviews: 834
- Satisfaction: 78
- Market Presence: 72
- G2 Score: 75

[Hubspot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)

- Reviews: 170
- Satisfaction: 59
- Market Presence: 90
- G2 Score: 74

**Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports))

**Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports))

**G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports))

Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..))

### What I Often See in Customer Success Software

#### Feedback Pros: What Users Consistently Appreciate

- **Best-in-class customization that adapts to any CS workflow**
-  “I would compare it to the experience with Android here, as it's absolutely the best in class, however, with the amount of customizations that are available, it can definitely be overwhelming. That's not even something I really dislike, but if I had to make a decision in that area, I would say it's customizable to the extreme.”- [Logan R.](https://www.g2.com/products/salesforce-service-cloud/reviews/salesforce-service-cloud-review-12190011) SF Service Cloud Review
- **Playbooks and automation that simplify recurring onboarding and renewal communication**
- “I appreciate the automation, user-friendly interface, and the convenience of having all my account information accessible in a single dashboard. The playbooks have been especially helpful for managing recurring communications. ChurnZero has become the tool I rely on most for my daily tasks. Our Success Manager, Elise, is excellent at providing education and solving problems. I genuinely enjoy our interactions, and I always leave each call with actionable to-dos and real solutions”.- [Kimberly L.](https://www.g2.com/products/churnzero/reviews/churnzero-review-12072814) Churnzero Review
- **AI-driven account overviews that surface risk and streamline status updates**
- “I love Gainsight Customer Success because it is a solution dedicated to customer success, making it a powerful tool for managing our customer interactions both for customer service and digital needs. It identifies at-risk accounts effectively, which is crucial for maintaining strong client relationships. Additionally, the AI overview is incredibly beneficial as it allows me, as a manager, to quickly update myself on account statuses. This feature is particularly valuable because it helps me keep track of accounts without needing to consult with the customer service representative, saving time and streamlining our workflow.”- [Ross M.](https://www.g2.com/products/gainsight-customer-success/reviews/gainsight-customer-success-review-11952536) Gaininsight Customer Success Review

#### Cons: Where Many Platforms Fall Short

- **Playbook automation and AI-driven segmentation can feel daunting to set up**
- “I would like to see the relationship map from Engagement AI have more flexibility and function. Also, wishing for an AI Agent that prescribes playbooks, as playbooks seem to be the most daunting part of automation and segmentation. Also AI widgets for the custom dashboards would be beneficial to leverage AI data summaries effectively. The initial setup of ChurnZero was challenging, primarily due to internal development and technical blockers, taking over a year to complete our success center build”.- [Brittany G.](https://www.g2.com/products/churnzero/reviews/churnzero-review-11960510) Churnzero Review
- **Too many clicks and crowded screens can slow down daily account work**
- “What I don’t love is that sometimes the system feels a little slow or overly complicated, like it takes way more clicks than it should to do simple things. Some screens are crowded, and it can be easy to miss details if you’re moving fast, so it could definitely be more user-friendly”.- [Quishea B.](https://www.g2.com/products/salesforce-service-cloud/reviews/salesforce-service-cloud-review-11930820) SF Service Cloud Review
- **Integration complexity can reduce insight accuracy, especially at scale**
- “We encounter some integration complexities, more so with data platforms, which affects the accuracy of any insights or analysis. Some inconsistencies and inaccuracies are experienced, more so when dealing with big datasets that need processing.”- [Ifeoma F.](https://www.g2.com/products/planhat/reviews/planhat-review-11867004) Planhat Review

### My expert takeaway on Customer Success tools

Review patterns point to a category that’s already delivering meaningful operational value, but implementation maturity still separates the winners. The category’s average star rating is 4.52/5, with solid sentiment in ease of use (6.05/7) and ease of setup (5.84/7), as well as a very high likelihood to recommend (9.05/10) and strong quality of support (6.27/7). Taken together, these metrics suggest most teams can get to “productive,” but the best outcomes happen when health scoring and lifecycle workflows are implemented cleanly and trusted across teams.

High-performing teams treat a customer success platform as an operating layer, not a dashboard. They define which lifecycle moments must be standardized (onboarding milestones, adoption check-ins, renewal readiness signals), where humans stay in control (relationship strategy and executive alignment), and how customer data should flow across CRM, support, and product usage tools. Strong implementations also operationalize governance: they keep health scoring explainable, limit alert noise, and ensure playbooks map to actions owners actually execute. This is where the best customer success software stands out; it helps teams scale consistent processes without creating a maintenance burden that erodes adoption.

Where teams struggle most is with data trust and workflow discipline. Common failure points include unclear ownership (CS Ops vs. RevOps vs. Product), messy integrations that create conflicting signals, overly complex scoring models, and “alert fatigue” from too many triggers. Teams that win focus on measurable adoption and outcome signals, including health score accuracy validation, playbook completion rates, renewal forecasting accuracy, CSM engagement depth, and support-driven resolution speed when customers show risk behavior.

### Customer Success software FAQs

#### What is customer success software?

Customer success software enables teams to manage onboarding, adoption, renewals, and expansion by tracking key customer health signals and automating relevant playbooks. It centralizes engagement, timelines, and reporting, allowing CS teams to proactively reduce churn and drive predictable retention outcomes.

#### Why use customer success software​

The “best” customer success software for scaling onboarding and renewals is usually the one that combines clear health scoring with repeatable playbooks and automation. Buyers tend to prioritize tools that help teams track onboarding progress, trigger lifecycle workflows, and monitor renewal risk early, without creating ongoing manual admin work.

#### Which customer success software is ideal for large service providers?​

For [large service providers](https://www.g2.com/categories/customer-success/enterprise), these enterprise-grade customer success solutions are the best fit:

- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)

 A top choice for large organizations needing advanced health scoring, automation, deep analytics, and scalable onboarding/renewals. Enterprise clients value its powerful features for complex customer journeys, robust integrations (Salesforce, MS Dynamics), and proven impact on retention and expansion.

- [Totango](https://www.g2.com/products/totango/reviews)

 Built for mid-sized and large enterprises, Totango offers modular programs (SuccessBLOCs), AI-powered insights, and scalable automation. It's praised for real-time analytics, customizable workflows, and the ability to manage large customer portfolios efficiently.

- [ChurnZero](https://www.g2.com/products/churnzero/reviews)

 Ideal for enterprises already leveraging Salesforce. Access ranges from basic support to dedicated customer success managers and proactive monitoring; integrates deeply with Salesforce ecosystem and partners for deployment at scale.

#### How to choose customer success software for saas companies​?

SaaS companies should start by mapping their lifecycle motions (onboarding → adoption → renewal → expansion) and identifying the signals that best predict retention (usage trends, support load, sentiment, stakeholder activity, contract timing). Then evaluate health scoring flexibility, automation/playbooks, CRM + product analytics integrations, and how easy the platform is to maintain long-term—because adoption drops fast when data becomes untrusted or workflows become too complex.

#### What is the best customer success software?

Here are the top-rated customer success software platforms overall:

- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)

Leading enterprise-grade platform, known for advanced health scoring, powerful automation, and robust analytics. Ideal for organizations seeking deep visibility, proactive renewal and onboarding playbooks, and strong integration capabilities.

- [Totango](https://www.g2.com/products/totango/reviews)

Flexible, scalable platform with modular customer journey management, real-time analytics, and customizable workflows. Works well for organizations wanting rapid setup and lifecycle management at scale.

- [SF Service Cloud](https://www.g2.com/products/salesforce-service-cloud/reviews) 

Flexible, highly customizable customer service platform with centralized case management, omnichannel support, and automation built into the Service Console. Integrates tightly with Salesforce CRM and tools like knowledge management, reporting, and workflow rules.

### Sources

1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw)
2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports)

Researched By: [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin?_gl=1*17q5up9*_gcl_au*MTIzNzc1MTQ1My4xNzYxODI2NjQzLjE1MDYyNTM1MzEuMTc2NzkyOTgxMC4xNzY3OTI5ODA5*_ga*MTQyMjE4MDg5Ni4xNzYxODI2NjQz*_ga_MFZ5NDXZ5F*czE3Njc5Mjk0NzckbzE5MiRnMSR0MTc2NzkzMDAwMSRqNTIkbDAkaDA.)

**Last Updated On January 12, 2026**