# Best Customer Success Software for Small Business - Page 2

## How Many Customer Success Software Products Does G2 Track?

**Total Products under this Category:** 74

### Category Stats (Aug 2026)

- **Average Rating:** 4.59/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Verint Voice of the Customer (+0.65%) - Among all products in this category, Verint Voice of the Customer recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Customer Success Software Products?

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

- 30 Analysts and Data Experts
- 14,200+ Authentic Reviews
- 74+ 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](https://www.g2.com/categories/customer-success/grids.png?focus%5B%5D=57328&focus%5B%5D=24829&focus%5B%5D=106803&focus%5B%5D=24723&focus%5B%5D=70836&focus%5B%5D=3054&focus%5B%5D=4469&focus%5B%5D=1316285)

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

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=totango&focus%5B%5D=velaris&segment=small-business)

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### [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: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26f7558033f1ffc595f30083519eefb405de4d24399282e5fd7c59164e3b1679&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13301853%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 22% Small

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

**["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)

**["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)

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

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

### [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: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.8/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0bf9b1206506ad8c51f243c517b47eca1f04483d4c3476b5a0f8927bb2662bfb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevsetter%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Games
- **Company Size:** 92% Small, 8% Medium

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

**["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)

**["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)

### [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: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 7.7/10 (Category avg: 8.9/10)
- **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:** www.cloudcoach.com
- **Year Founded:** 2005
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @cloudcoach  
116 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Medium, 31% Small

#### What Do G2 Reviewers Say About Cloud Coach?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process.
- Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility.
- Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization.
- Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs.
- Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency.

##### Cons

- Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach.
- Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts.
- Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements.
- Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration.
- Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects.

#### 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

### [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: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.0/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a2ddf473c64bb6d98d99c39b2b250ca8fa77cf79b893385d8885879cdb56c37&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstartdeliver%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 19% Medium

#### What Do G2 Reviewers Say About Startdeliver?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **excellent customer support** of Startdeliver, appreciating their proactive assistance and inspiring webinars.
- Users love the **automation features** of Startdeliver, streamlining workflows and enhancing productivity across various tools.
- Users appreciate the **centralized information** provided by Startdeliver, enabling a clear overview and streamlined workflows.
- Users value the **effective customer success team** , which aids in decision-making and encourages constructive feedback.
- Users love the **customization options** of Startdeliver, making it easy to integrate and streamline their workflows.

##### Cons

- Users find the **limited features** of Startdeliver restrict usability, especially regarding automation and customization options.
- Users find the **complexity of the platform** challenging, often requiring assistance from Startdeliver staff for navigation.
- Users find **difficult reporting** with Startdeliver, especially for larger organizations needing more integration and customization options.
- Users find the **difficult setup** of Startdeliver frustrating, often requiring assistance from staff for configuration.
- Users note the **limited customization** options in Startdeliver, which may not meet the needs of larger organizations.

#### 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)

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