Best Customer Success Software for Small Business

How Many Customer Success Software Products Does G2 Track?

Total Products under this Category: 95

Category Stats (Oct 2026)

  • Average Rating: 4.61/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Verint Voice of the Customer (+0.69%) - Among all products in this category, Verint Voice of the Customer recorded the largest rating increase compared to last month

Last updated: October 14, 2026

How Does G2 Rank Customer Success Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,200+ Authentic Reviews
  • 95+ 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.

G2 Grid® for Customer Success Software

G2 Grid® for Customer Success Software plotting products by satisfaction and market presence

Highlighted products: HubSpot Service Hub, Planhat, Custify, ChurnZero, Vitally, Gainsight Customer Success, Skalin, and Totango.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-success/grids.json?focus%5B%5D=hubspot-service-hub&focus%5B%5D=planhat&focus%5B%5D=custify&focus%5B%5D=churnzero&focus%5B%5D=vitally&focus%5B%5D=gainsight-customer-success&focus%5B%5D=skalin&focus%5B%5D=totango&segment=small-business)

HubSpot Service Hub

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: 2,912

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How Do G2 Users Rate HubSpot Service Hub?

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

Who Is the Company Behind HubSpot Service Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 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: 59% Small, 37% Medium

What Do G2 Reviewers Say About HubSpot Service Hub?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of HubSpot Service Hub, streamlining communication and enhancing decision-making effortlessly.
  • Users love the seamless integration of features in HubSpot Service Hub, enhancing communication and accessibility of insights.
  • Users highly value the responsive customer support of HubSpot Service Hub, ensuring quick assistance for any inquiries.
  • Users appreciate the convenient ticketing system of HubSpot Service Hub, efficiently managing all customer interactions in one place.
  • Users appreciate the user-friendly ticketing management of HubSpot Service Hub, enhancing efficiency and customer satisfaction.
Cons
  • Users find missing features in HubSpot Service Hub, especially in customization and advanced functionalities requiring higher plans.
  • Users find limited customization in contacts and reporting features, hindering their ability to effectively manage multiple properties.
  • Users feel the limited features of HubSpot Service Hub hinder customization and efficiency in their workflows.
  • Users face limited email processing options and struggle with ticket management inefficiencies in HubSpot Service Hub.
  • Users experience ticketing issues due to limited merging features and slower response times compared to other helpdesk solutions.

What Are Recent G2 Reviews of HubSpot Service Hub?

What Are G2 Users Discussing About HubSpot Service Hub?

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 951

How Do G2 Users Rate Planhat?

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

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 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: 60% Medium, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users appreciate the automation efficiency of Planhat, enhancing their workflow and streamlining customer management seamlessly.
  • Users value the helpfulness of Planhat, noting its excellent support and comprehensive features for managing customer success.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Custify

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: 529

How Do G2 Users Rate Custify?

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

Who Is the Company Behind Custify?

  • Seller: Custify
  • Year Founded: 2017
  • HQ Location: Bucharest, Romania
  • Twitter: @CustifySRL
    628 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Small, 33% Medium

What Do G2 Reviewers Say About Custify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Custify, benefiting from intuitive features that streamline customer management.
  • Users value the responsive customer support of Custify, always available to provide assistance and guidance.
  • Users find Custify to be intuitive and easy to use, making it accessible for all departments and individuals.
  • Users value the versatile integration options of Custify, enhancing adaptability and collaboration across teams and tools.
  • Users value the robust automation features of Custify, streamlining tasks and enhancing customer success strategies.
Cons
  • Users note the missing features in Custify, highlighting issues with tracking, communication, and documentation.
  • Users find the email functionality lacking with limited reporting and improvement needed in tracking features.
  • Users find limited customization options frustrating, affecting their ability to tailor the interface to their needs.
  • Users note the steep learning curve for Custify, with setup and UI improvements often proving challenging.
  • Users find Custify to be not intuitive, struggling with an outdated UI and complex settings that hinder usability.

What Are Recent G2 Reviews of Custify?

What Are G2 Users Discussing About Custify?

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ChurnZero

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: 1,614

How Do G2 Users Rate ChurnZero?

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

Who Is the Company Behind ChurnZero?

  • Seller: ChurnZero
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Washington, District of Columbia
  • Twitter: @churnzero
    1,792 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    145 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: 61% Medium, 28% Small

What Do G2 Reviewers Say About ChurnZero?

AI-generated summary from verified user reviews

Pros
  • Users find ChurnZero to be intuitive and user-friendly, streamlining their operations and enhancing customer engagement.
  • Users value the helpful customer success management that aids in efficiently monitoring and engaging with clients.
  • Users love the automation features of ChurnZero, enhancing organization and streamlining workflows for improved customer success.
  • Users rave about the fantastic customer support from ChurnZero, enhancing their experience and efficiency significantly.
  • Users commend ChurnZero for its efficiency in organization and adaptability, streamlining workflows and enhancing customer management.
Cons
  • Users find the learning curve steep, resulting in a time-consuming process before fully benefiting from ChurnZero.
  • Users find the complexity of navigation and report creation in ChurnZero challenging, impacting overall usability.
  • Users find ChurnZero's interface not intuitive, complicating email formatting, navigation, and integration processes.
  • Users note the missing features in ChurnZero, expressing a desire for better account overview and customization options.
  • Users face a steep learning curve with ChurnZero, requiring time and effort to achieve proficiency with features.

What Are Recent G2 Reviews of ChurnZero?

What Are G2 Users Discussing About ChurnZero?

Vitally

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: 703

How Do G2 Users Rate Vitally?

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

Who Is the Company Behind Vitally?

  • Seller: Vitally
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @vitally_io
    474 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    136 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% Medium, 40% Small

What Do G2 Reviewers Say About Vitally?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Vitally, appreciating its intuitive interface and helpful features for daily tasks.
  • Users appreciate the easy integrations of Vitally, enhancing workflow efficiency through seamless connections with other platforms.
  • Users enjoy the intuitive interface of Vitally, finding it easy to use for diverse applications.
  • Users value the automation capabilities of Vitally for streamlining tasks and enhancing workflow efficiency.
  • Users love the 100% customization of Vitally, finding it essential for enhancing their customer support experience.
Cons
  • Users find Vitally's complexity daunting, requiring significant time and effort for setup and customization, especially for non-tech users.
  • Users express frustration with integration issues, needing more native options and facing workaround challenges for connectivity.
  • Users find Vitally not intuitive, requiring significant time and investment to fully understand and navigate the system.
  • Users note a steep learning curve with Vitally, requiring time and team investment for effective use.
  • Users find the email functionality cumbersome, especially when connecting replies to pipeline impact and reporting performance.

What Are Recent G2 Reviews of Vitally?

What Are G2 Users Discussing About Vitally?

Gainsight Customer Success

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: 1,730

How Do G2 Users Rate Gainsight Customer Success?

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

Who Is the Company Behind Gainsight Customer Success?

  • Seller: Gainsight Inc.
  • Company Website:
  • Year Founded: 2009
  • HQ Location: San Francisco, CA
  • Twitter: @GainsightHQ
    13,119 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,144 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: 56% Medium, 33% Large

What Do G2 Reviewers Say About Gainsight Customer Success?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Gainsight Customer Success, enhancing productivity and providing clear account visualization.
  • Users value the centralized customer data in Gainsight, enhancing efficiency and effectiveness for Customer Success Management.
  • Users value the health monitoring capabilities of Gainsight, enhancing visibility and proactive management of customer success.
  • Users appreciate the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and operational efficiency.
  • Users value the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and engagement.
Cons
  • Users struggle with the complexity of Gainsight's setup and configuration, requiring significant time and effort to optimize.
  • Users find information retrieval challenging in Gainsight, along with limited proactive capabilities and a complex learning curve.
  • Users report a steep learning curve with Gainsight Customer Success, finding initial setup and understanding features challenging.
  • Users experience a steep learning curve with Gainsight, making initial setup and mastery challenging.
  • Users note significant missing features in Gainsight, affecting functionality, security assessments, and integration capabilities.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

Skalin

Skalin is an AI-powered Customer Success Platform (CSP) built for Mid-Market B2B SaaS teams. It connects to your existing stack — CRM, product, support and billing — unifies scattered customer data into one intelligent view, detects churn risk early with AI, and gives your CS team the clarity to protect revenue and grow accounts, without adding headcount. Skalin sits on top of your CRM (Salesforce, HubSpot, Pipedrive…). It doesn't replace it — it adds the Customer Success layer your CRM was never built for. ✨ What you get with Skalin → Turn unstructured data into customer intelligence. One 360° customer record instead of five open tabs. Your CSMs read the whole story, not a chapter at a time. → Instant clarity on every account, with Skalin AI. Ask anything about a customer and get an immediate answer. Meeting prep in seconds, drawn from your real data. → Spot the drift early, with Health Scores that learn. AI agents watch your portfolio around the clock and surface risk signals 3–4 weeks before an account goes cold. No rules to write, no thresholds to tune — the score self-calibrates from your real churn patterns. → Cut the busy work with Playbooks that never miss. Automate the repetitive follow-ups and task assignments, so your team spends its time on customers, not admin. → Give clients a front-row seat to their success. A shared, branded workspace that keeps both sides aligned on goals and milestones — and keeps momentum between meetings. 🎯 Who it's for B2B SaaS companies with roughly 20 to 250 employees — typically a CS team of 1 to 20 people — who want a platform their team will actually use. ⚡ Why teams choose Skalin Live in under a month, not three to four. No dedicated admin to run it. Priced for your size, not an enterprise budget. A genuine alternative to heavier platforms like Gainsight and Planhat — good tools, often calibrated for organisations far larger than yours, with the setup time and complexity that come with them. Among the top-rated CS platforms on G2, rated 4.9/5 by the teams who use it. 💻 More info: https://www.skalin.io/ 📅 Book a demo: https://www.skalin.io/book-demo

Average Rating: 4.9/5.0

Total Reviews: 51

How Do G2 Users Rate Skalin?

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

Who Is the Company Behind Skalin?

  • Seller: Skalin
  • Year Founded: 2020
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    7 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% Small, 45% Medium

What Do G2 Reviewers Say About Skalin?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the automation features of Skalin, which streamline monitoring and enhance the portfolio management experience.
  • Users value the proactivity of Skalin, benefiting from automated monitoring and streamlined portfolio management.

What Are Recent G2 Reviews of Skalin?

What Are G2 Users Discussing About Skalin?

Totango

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: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.2/10 (Category avg: 8.9/10)
  • Ease of Use: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Totango?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 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% Medium, 22% Small

What Do G2 Reviewers Say About Totango?

AI-generated summary from verified user reviews

Pros
  • Users find Totango to be easy to use, simplifying setup and enhancing account tracking and daily workflows.
  • Users value the excellent customer support from Totango, enhancing their effectiveness and simplifying account management.
  • Users appreciate the robust functionality of Totango, enabling seamless campaign management and valuable insights.
  • Users appreciate the customization options in Totango, enhancing account management and improving customer adoption strategies.
  • Users value the efficiency of Totango, streamlining workflows and enhancing productivity across the customer journey.
Cons
  • Users find the learning curve steep, as the overload of data makes it challenging to identify key information quickly.
  • Users face integration issues with Totango, particularly with Salesforce, hindering a seamless experience across platforms.
  • Users find missing features in Totango, such as limited analysis tools and poor campaign templates, frustrating.
  • Users find the limited customization options in Totango hinder their ability to tailor the product effectively.
  • Users face a steep learning curve with Totango, finding it overwhelming and lacking sufficient educational resources.

What Are Recent G2 Reviews of Totango?

What Are G2 Users Discussing About Totango?

ClientSuccess

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: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.8/10)
  • Performance & Reliability: 8.3/10 (Category avg: 8.9/10)
  • Ease of Use: 8.9/10 (Category avg: 8.9/10)

Who Is the Company Behind ClientSuccess?

  • Seller: ClientSuccess
  • Year Founded: 2014
  • HQ Location: American Fork, UT
  • Twitter: @clientsuccess
    2,157 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    37 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% Medium, 42% Small

What Do G2 Reviewers Say About ClientSuccess?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the detailed client management features of ClientSuccess, enabling effective support and enhanced customer engagement.
  • Users value the stellar customer support from ClientSuccess, enhancing their daily operations and customer interactions.
  • Users value the engagement integration with Outlook, enhancing their customer support and meeting preparation.
  • Users value the robust analytics tools in ClientSuccess, enhancing their ability to support customers effectively.
  • Users value the automation capabilities of ClientSuccess, enhancing customer support through efficient tracking and integration.
Cons
  • Users are frustrated by the field limitations that restrict the number of active goals for clients.
  • Users are frustrated by the limited customization options in ClientSuccess, such as restrictions on active goals per client.
  • Users are frustrated by the limited features of ClientSuccess, particularly the cap on active client goals.
  • Users feel the UI is overly complicated and would benefit from simplification for a better experience.

What Are Recent G2 Reviews of ClientSuccess?

What Are G2 Users Discussing About ClientSuccess?

Velaris

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: 126

How Do G2 Users Rate Velaris?

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

Who Is the Company Behind Velaris?

  • Seller: Velaris
  • Company Website:
  • HQ Location: London
  • LinkedIn® Page: www.linkedin.com
    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% Medium, 42% Small

What Do G2 Reviewers Say About Velaris?

AI-generated summary from verified user reviews

Pros
  • Users value the easy automation features of Velaris, streamlining processes and enhancing customer management efficiency.
  • Users highlight the ease of use of Velaris, simplifying customer management and enhancing team productivity effortlessly.
  • Users highlight the intuitive UI and seamless integrations of Velaris, enhancing customer-focused workflows and data management.
  • 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, noting responsiveness and effective communication for their needs.
Cons
  • Users desire greater customization options for the interface and Cockpit to better suit their preferences.
  • Users find implementation issues challenging, though support from the Velaris team aids resolution.
  • Users find that the learning curve for Velaris can be somewhat challenging initially.
  • Users are frustrated by the lack of shareable Success Plans, limiting collaboration with customers until future updates.
  • Users find the presentation and discoverability of event data not intuitive, seeking improvements for better navigation.

What Are Recent G2 Reviews of Velaris?

Customerscore.io

Customerscore.io is the AI-native Customer Success platform for B2B SaaS teams that own retention and expansion. Every morning, each CSM knows which accounts need them today and why: which renewal is at risk, which onboarding is stalling, which account is ready to grow. And they walk into every conversation prepared. Know who needs you today, and why Every morning, each CSM sees which accounts need them today, each with the reason behind it: "Renewal in 45 days, usage down 31%", "Added 12 seats, ready for upsell". No dashboards to interpret, no guessing who to call first. Walk into every call prepared Every account has one record with usage, billing, CRM, support and recorded calls. The account brief and QBR and renewal prep are built from that full history, so your team spends its time on the conversation, not on collecting data. Predictive scoring that knows each account Rule-based health scores apply one set of thresholds to every customer, so they fit everyone and no one at the same time. Customerscore.io scores every account individually, against its own history and usage rhythm. A school that goes quiet in summer or a retailer that slows down after the holidays is not flagged as churn risk, but the same drop in an account that never slows down is. Every account gets a churn-risk and upsell score from 1 to 5, recalculated daily from models trained on tens of thousands of SaaS users and tuned to your data. Nobody has to design or maintain health score rules, and every score shows the drivers and brakes behind it. Run onboarding and renewals with your customer Customer Rooms give each account a shared workspace on one link, with no login on the customer's side: a plan both sides see and update, tasks for your team and theirs, files and comments. Built for onboarding, implementations, renewals and QBR follow-ups. Never lose a follow-up Every signal can become a task with an owner, a due date and a priority, next to the account it belongs to. Slack alerts tell the account owner the moment something changes. Automated email playbooks cover the accounts that need no human touch. Survio grew upsell revenue by 94%. Ask anything about any customer Ask in plain language, in Slack or in Claude via our MCP server: "Who should I worry about this week?", "Which accounts are ready to expand?" Connected to your stack Native two-way sync with HubSpot, Salesforce and Pipedrive. Connect Stripe, Chargebee, Mixpanel, PostHog, Segment, Intercom, Zendesk, Snowflake, Postgres or any internal source via API and SDK. Built for: Customer Success teams at B2B SaaS companies that own renewals and NRR and want Planhat-level depth without a configuration project or an admin to run it. Used by teams like tl;dv, Apify, awork and Survio. "It gives us a clear read on customer health and feature adoption, and the Slack alerts keep us on top of every trend. Setup was super easy and the team support is amazing." Katja V., Head of Customer Success, tl;dv Live in 1 to 3 weeks, expert-led: the team behind the scoring engine connects your data and tunes the models to your business. You work with senior experts, not a ticket queue. Passes your security review: 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: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.6/10 (Category avg: 8.9/10)
  • Ease of Use: 9.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Customerscore.io?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Small, 39% Medium

What Do G2 Reviewers Say About Customerscore.io?

AI-generated summary from verified user reviews

Pros
  • Users praise the automation features of CustomerScore.io for enhancing customer engagement and improving operational efficiency.
  • Users appreciate the improved customer engagement from CustomerScore.io, enabling proactive support and higher satisfaction levels.
  • Users value the proactive approach of Customerscore.io, effectively identifying high-risk customers and enhancing engagement strategies.
  • Users praise the intuitive and simple interface of CustomerScore.io, making customer management efficient and straightforward.
  • Users appreciate the responsive and supportive customer support team at CustomerScore.io, enhancing their overall experience.
Cons
  • Users notice dependency issues due to incomplete CRM integration, though helpful links make it manageable.
  • Users note a small learning curve during setup, which may affect initial user experience with Customerscore.io.
  • Users find the limited customization in reporting features somewhat restrictive, though the overall experience remains smooth.

What Are Recent G2 Reviews of Customerscore.io?

Catalyst

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: 655

How Do G2 Users Rate Catalyst?

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

Who Is the Company Behind Catalyst?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 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% Medium, 13% Small

What Do G2 Reviewers Say About Catalyst?

AI-generated summary from verified user reviews

Pros
  • Users find Catalyst's intuitive interface remarkably easy to use, enhancing customer success management and engagement efficiently.
  • Users love the automation features of Catalyst, enhancing efficiency in managing customer interactions and driving retention.
  • Users appreciate the seamless integrations with their tech stack, streamlining operations and enhancing data consistency.
  • Users appreciate the intuitive and clean interface of Catalyst, facilitating easy navigation and quick value realization.
  • Users value the proactive customer engagement features of Catalyst, enhancing relationships and driving effective outcomes efficiently.
Cons
  • Users face integration issues, especially with Outreach, complicating workflows and limiting effective account management.
  • Users experience a challenging learning curve with Catalyst, especially if unfamiliar with CS platforms, complicating initial use.
  • Users are frustrated by the missing features in Catalyst, leading to inefficiencies and complications in workflow management.
  • Users find the interface not intuitive, making simple tasks complex and often frustrating during use.
  • Users experience difficult navigation with Catalyst, finding the UI confusing for managing and tracking tasks effectively.

What Are Recent G2 Reviews of Catalyst?

What Are G2 Users Discussing About Catalyst?

TeamSupport

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
  • Year Founded: 2008
  • HQ Location: Dallas, TX
  • Twitter: @TeamSupport
    13,505 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    63 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% Medium, 39% Small

What Do G2 Reviewers Say About TeamSupport?

AI-generated summary from verified user reviews

Pros
  • Users commend TeamSupport for its comprehensive feature set, enhancing efficiency and improving team collaboration and customer service.
  • Users find TeamSupport's interface easy to use, enhancing their efficiency and overall customer support experience.
  • Users appreciate the helpful support from TeamSupport, enhancing issue resolution and onboarding experiences significantly.
  • Users value the exceptional customer support of TeamSupport, noting its helpfulness, communication, and assistance during onboarding.
  • Users commend the automation capabilities of TeamSupport, enhancing communication and improving overall customer support efficiency.
Cons
  • Users find the search functionality lacking, struggling with irrelevant results and limited filtering options on tickets.
  • Users find the slow loading of TeamSupport frustrating, impacting efficiency during client interactions and ticket management.
  • Users experience ticketing issues with limitations on filtering, bulk edits, and UI responsiveness, impacting workflow efficiency.
  • Users find the search functionality inadequate, struggling to efficiently locate relevant tickets and manage bulk edits.
  • Users are facing a steep learning curve with TeamSupport, finding the interface less intuitive and challenging to navigate.

What Are Recent G2 Reviews of TeamSupport?

What Are G2 Users Discussing About TeamSupport?

ZapScale

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: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.8/10)
  • Performance & Reliability: 9.4/10 (Category avg: 8.9/10)
  • Ease of Use: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind ZapScale?

  • Seller: ZapScale Inc.
  • Year Founded: 2021
  • HQ Location: Delaware, US
  • Twitter: @ZapScale
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 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, 45% Medium

What Do G2 Reviewers Say About ZapScale?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of ZapScale, experiencing a smooth setup and quick implementation with strong support.
  • Users value the 360° customer view of ZapScale, enhancing data accessibility for better decision-making and success.
  • Users value the automation features of ZapScale, significantly enhancing efficiency and streamlining customer success processes.
  • Users appreciate the dedicated Customer Success team of ZapScale, which effectively addresses their needs and enhances experience.
  • Users rave about the extraordinary customer support from ZapScale, enhancing their overall experience and efficiency.
Cons
  • Users note significant missing features in ZapScale, which limits its functionality for scaling operations effectively.
  • Users note that the slow performance of ZapScale, particularly in loading times, could use significant improvement.
  • Users find the limited customization options in ZapScale restrict their ability to tailor the platform to their needs.
  • Users find the limited features of ZapScale inadequate for scaling, revealing gaps post-implementation.
  • Users find the UI complexity challenging, suggesting that simplifying it would enhance the overall experience.

What Are Recent G2 Reviews of ZapScale?

Aviso

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: 980

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.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redwood City, CA
  • Twitter: @AvisoInc
    895 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    384 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% Medium, 42% Large

What Do G2 Reviewers Say About Aviso?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Aviso's intuitive filters and clear dashboards for efficient tracking.
  • Users value the AI prediction feature in Aviso, enhancing clarity and focus during forecasting and performance evaluations.
  • Users appreciate the abundant features of Aviso, facilitating comprehensive and user-friendly sales forecasting.
  • Users value the clean interface and logical organization of Aviso, enhancing navigation and insights for better forecasting.
  • Users value the efficiency of Aviso, streamlining their forecasting and data management for a smoother experience.
Cons
  • Users find the learning curve steep, with difficult initial setup and a lack of visibility into their progress.
  • Users report slow loading times with Aviso, facing frustrating delays of over 10 seconds on each page.
  • Users report inaccurate data from Aviso, particularly concerning salesforce integration and AI forecasts.
  • Users find Aviso lacking key features, such as incomplete forecasting capabilities, which complicate their processes.
  • Users experience slow performance with Aviso, facing lag and long load times that hinder productivity.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated