Best Customer Success Software for Small Business - Page 2

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)

CustomerSuccessBox

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: 8.8/10)
  • 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
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @CustSuccessBox
    733 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About CustomerSuccessBox?

Cloud Coach

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: 8.8/10)
  • 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
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • Twitter: @cloudcoach
    116 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 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 find Cloud Coach's user-friendly interface enhances productivity and collaboration, streamlining project management effortlessly.
  • Users value the seamless project management features of Cloud Coach that enhance organization and productivity across teams.
  • Users value the seamless integration with Salesforce, enhancing visibility and collaboration across projects and tasks.
  • Users value the seamless integration with Salesforce, enabling efficient project management without switching applications.
  • Users appreciate the seamless Salesforce integration of Cloud Coach, enhancing visibility and streamlining project management.
Cons
  • Users find the steep learning curve of Cloud Coach intimidating, making initial navigation challenging for new users.
  • Users find Cloud Coach to have high complexity, making navigation and customization challenging, especially for newcomers.
  • Users find missing features frustrating, limiting customization and setup, especially for advanced task management and tracking.
  • Users note the limited customization options in Cloud Coach can complicate workflows and affect performance negatively.
  • Users find Cloud Coach to have a complex usability that makes navigation difficult, especially for new users.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

RevSetter

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: 8.8/10)
  • 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
  • Year Founded: 2020
  • HQ Location: Santa Monica, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of RevSetter?

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Startdeliver

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: 8.8/10)
  • 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
  • Year Founded: 2018
  • HQ Location: Stockholm, Stockholm County
  • LinkedIn® Page: www.linkedin.com
    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 value the user-friendly interface and actionable insights of Startdeliver, enhancing decision-making and process improvements.
  • Users value the easy automation features of Startdeliver, streamlining workflows and improving project management efficiency.
  • Users greatly value the amazing customer support from Startdeliver, which enhances their overall experience and satisfaction.
  • Users value the flexibility of Startdeliver, facilitating customization and integration with various tools for efficient workflows.
  • Users highly value the customizable integrations of Startdeliver, streamlining workflows and enhancing visibility for effective onboarding.
Cons
  • Users find the limited features of Startdeliver hinder effective use and customization compared to larger CRMs.
  • Users find the complexity of navigation in Startdeliver challenging, often needing assistance from staff for setup.
  • Users find the difficult reporting in Startdeliver limits functionality, especially compared to larger CRM systems.
  • Users find the difficult setup of Startdeliver frustrating, often requiring assistance from staff for configuration.
  • Users find the limited customization options of Startdeliver restricting, especially compared to larger CRM systems.

What Are Recent G2 Reviews of Startdeliver?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated