Best Customer Success Software - Page 5

How Many Customer Success Software Products Does G2 Track?

Total Products under this Category: 90

Category Stats (Sep 2026)

  • Average Rating: 4.6/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: CSHUBB (+5.56%) - Among all products in this category, CSHUBB recorded the largest rating increase compared to last month

Last updated: September 01, 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
  • 90+ 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, ChurnZero, Gainsight Customer Success, Planhat, Custify, Vitally, Totango, and Certinia CS Cloud.

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

Customer Success Cloud

Who Is the Company Behind Customer Success Cloud?

  • Seller: Certinia
  • Year Founded: 2009
  • HQ Location: Austin, TX
  • Twitter: @CertiniaInc
    12,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    995 employees on LinkedIn®
  • Phone: 1-866-743-2220

Dextruss

Dextruss is an AI-powered Customer Journey Operating System designed to automate and orchestrate post-sales customer experiences for B2B SaaS companies. Through a multi-agent AI architecture, Dextruss monitors customer health, adoption, and engagement signals across systems such as CRM, support platforms, and product analytics. The platform then takes action automatically—triggering outreach, coordinating internal teams, and executing Customer Success workflows. Instead of relying on dashboards and manual follow-up, Dextruss enables companies to move from customer intelligence to autonomous execution. AI agents can detect churn risk, accelerate onboarding, drive adoption, and surface expansion opportunities while keeping human teams informed and in control. Dextruss helps Customer Success, Support, and Renewal teams scale proactive engagement, reduce churn, and maximize customer lifetime value.

Who Is the Company Behind Dextruss?

Exeechain

Exeechain is AI-native customer success software for B2B SaaS teams. It predicts customer churn up to 30 days early, scores every account daily from 0 to 100, and names the three risk drivers behind each score in plain English, so CSMs know who to call and why while the renewal can still be saved. Most customer success platforms report churn after it has happened. Exeechain is built to act on it. When an account starts slipping, the platform drafts the save email from that customer's own support history, NPS comments, feature usage and renewal context. When a card fails, it runs a dunning sequence that resumes on schedule and stops the moment the payment clears. Failed payments are a large share of SaaS churn and the cheapest churn to win back, which is why recovery is built in rather than sold as an add-on. Churn prediction: daily 0 to 100 scoring for every account, with the top three drivers explained in plain English and linked to the evidence behind them. Customer health scoring: billing status, product usage, support sentiment, NPS movement, champion changes and CRM activity fused into a single score that updates every day. Retention playbooks: sixteen prebuilt plays covering renewal at risk, login decay, NPS drop, expansion ready, champion lost and billing failure, each drafted per customer rather than sent from a template. Failed payment recovery: dunning sequences that resume on schedule and stop the moment the underlying reason resolves. Revenue forecasting: revenue loss timed to real renewal dates instead of a flat monthly rate, covering gross retention, net revenue retention and downgrade risk, with an append-only log that scores every past forecast against what actually happened. QBR automation: the narrative written from the account's own data, not a blank template a CSM has to fill in. AI Copilot: ask plain English questions about any account and get answers grounded in your own customer data. Champion tracking: role changes and departures detected automatically from email and CRM signals. Integrations: Stripe, Salesforce, HubSpot, Intercom, Zendesk, Mixpanel and Slack. Security: encryption at rest and in transit, application-layer tenant isolation, role-based access control and audit logging. No customer data is used to train models. Exeechain is a direct alternative to Gainsight, ChurnZero, Vitally, Planhat and Totango. Teams switch when they want AI-native automation without hiring a CS Operations admin to maintain scorecards and playbooks. Setup takes about 15 minutes: connect Stripe, add a JavaScript tracking snippet, and the first customer health scores arrive within minutes. No professional services, no implementation fees and no annual contracts. Pricing starts at $299 per month for up to 150 customers, $999 per month for up to 500, and $2,999 per month for up to 2,000. Month to month, cancel any time. Built for SaaS teams who care about net revenue retention but do not have six months and a CS Operations admin to spare on a Gainsight-style implementation.

Who Is the Company Behind Exeechain?

  • Seller: Exeechain
  • HQ Location: Thimphu, Bhutan
  • LinkedIn® Page: linkedin.com
    1 employees on LinkedIn®
  • Phone: +97517675557

Experian PowerCurve Customer Management (UK)

Experian's PowerCurve Customer Management is a comprehensive software solution designed to enhance customer relationships by providing a holistic view of each customer. This dynamic profile includes multiple scores and metrics, such as risk, affordability, profitability, propensity to pay, and lifetime value, enabling businesses to make informed decisions throughout the customer lifecycle. By integrating rich data and advanced analytics, PowerCurve Customer Management empowers organizations to optimize cross-sell and up-sell opportunities, improve customer loyalty, and effectively manage risk. Key Features and Functionality: - Comprehensive Customer Profiles: Develops unique profiles for each customer, encompassing their entire relationship with the business, including scores and metrics for risk, affordability, profitability, propensity to pay, and lifetime value. - Dynamic Strategy Design: Allows for the creation and deployment of decision strategies that can be tailored and refined within a dynamic test-and-learn environment. - Automated Decisioning: Enables the automation of recurring portfolio management and collections decisions, reducing manual intervention and operational costs. - Integrated Data Sources: Incorporates multiple data sources to enrich customer profiles, providing a more accurate and comprehensive view of each customer. - Performance Monitoring: Offers real-time monitoring and reporting capabilities, allowing businesses to assess the effectiveness of their strategies and make data-driven adjustments. Primary Value and Solutions Provided: PowerCurve Customer Management addresses the need for businesses to understand and respond to their customers' evolving circumstances. By providing a unified platform for strategy design and execution, it enables organizations to: - Enhance Customer Retention: By identifying customers at risk of attrition and offering targeted incentives, businesses can improve customer loyalty and reduce churn. - Optimize Revenue Opportunities: Through the identification of cross-sell and up-sell opportunities, companies can meet a wider range of customer needs and increase revenue. - Manage Risk Effectively: Regular customer reviews and dynamic profiling allow for the early detection of potential vulnerabilities, enabling proactive risk management. - Adapt to Market Changes: The platform's agility allows businesses to quickly adjust decision strategies in response to changing market conditions and customer behaviors. In summary, Experian's PowerCurve Customer Management equips businesses with the tools to make smarter, data-driven decisions that enhance customer relationships, drive revenue growth, and manage risk effectively.

Who Is the Company Behind Experian PowerCurve Customer Management (UK)?

  • Seller: Experian
  • Year Founded: 1826
  • HQ Location: Dublin, Ireland
  • Twitter: @Experian_US
    38,771 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26,648 employees on LinkedIn®
  • Ownership: LSE: EXPNL

GainTrace

GainTrace is an AI-powered customer success platform for B2B SaaS companies that helps teams predict churn, improve customer retention, identify expansion opportunities, and automate action across the customer lifecycle. GainTrace unifies customer signals from CRM, product usage, billing, support, conversations, and other business systems into a single, explainable customer health score. It continuously monitors every account to identify early signs of churn, declining adoption, champion changes, billing risk, and expansion potential, so Customer Success and account teams know exactly which customers need attention and why. With GainTrace, teams can detect churn risk before renewal, prioritize their accounts with real-time health and risk signals, uncover upsell and expansion opportunities, and launch automated rescue or engagement playbooks when important signals appear. Trace AI continuously analyzes account activity and helps turn customer data into recommended actions without requiring a dedicated CS operations team. GainTrace is built for B2B SaaS Customer Success, Account Management, RevOps, and revenue leaders who want to reduce churn, increase net revenue retention (NRR), grow existing accounts, and replace disconnected spreadsheets and point solutions with one customer intelligence platform. Key capabilities include AI customer health scoring, predictive churn detection, customer retention, expansion and upsell intelligence, account prioritization, customer 360, automated CS playbooks, revenue analytics, and NRR forecasting. GainTrace helps customer-facing teams move from reactive customer success to proactive, data-driven retention and growth.

Who Is the Company Behind GainTrace?

Indexxero

Indexxero helps B2B SaaS companies keep the customers they've worked so hard to earn. Churn is rarely a surprise. The signals are almost always there in time to act. We turn those signals into foresight, giving customer success teams the clarity to intervene long before a renewal is ever at risk. The Indexxero platform learns from each company's own customers, drawing on their product usage, billing, support, and CRM activity, to predict which accounts are at risk, explain precisely why, and recommend the retention actions most likely to work. Every prediction is explainable rather than opaque, and every model keeps improving as real outcomes feed back into it, so the system grows sharper the longer it runs. Built as a single closed loop that runs from data ingestion and model training through risk scoring, recommended action, and outcome tracking, Indexxero replaces reactive firefighting with proactive, measurable retention. It connects to the tools teams already use and begins delivering insight in days, not months. We build for the companies defining the next generation of B2B SaaS, teams who believe that retention is where durable businesses are won, and that the customers you keep matter as much as the ones you win. Indexxero gives them a system they can trust to protect their most important revenue: the customers they already have.

Who Is the Company Behind Indexxero?

Invent

Invent AI Assistants: Omnichannel AI Platform for Automated Customer Service, Voice & Chatbot Automation, and White‑Label Solutions Invent AI Assistants is a powerful omnichannel AI platform that empowers companies to create, deploy, and manage intelligent virtual assistants for chat, voice, and live agent support across all major messaging channels and platforms. Our solution enables businesses to deliver fast, consistent, and scalable customer service automation, significantly reducing cost per conversation while improving customer satisfaction. Invent seamlessly integrates with over 140 business tools, WhatsApp Buisness, Instagram, Gmail, including top CRMs, email providers, calendars, and payment gateways, allowing AI assistants to automate real business actions such as booking appointments, processing payments, updating records, and more. Unlike basic chatbots that only reply, Invent's AI assistants take action and solve customer inquiries end-to-end. Designed for modern enterprise needs, our platform features: ✧ Unified inbox for seamless collaboration between AI and human support agents ✧ Multi-organization and multi-vertical support for agencies or large enterprises ✧ Advanced analytics for actionable insights and performance tracking ✧ Custom integrations to fit any workflow ✧ SOC 2 Type II compliant security for peace of mind ✧ No limits on the number of AI assistants, use cases, or support agents Invent is also a fully white-label AI assistant platform, customize branding, logo, domain, support portal, roles, and permissions so your digital customer service feels entirely your own. Experience the easiest way to launch omnichannel customer support automation, integrate with your favorite software in one click, and deliver smarter, faster customer experiences across chat, voice, and messaging apps.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Invent?

  • Seller: Zydeer
  • Year Founded: 2025
  • HQ Location: Miami, Florida, US
  • Twitter: @UseInvent
    146 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Invent?

Magnify Customer Growth Automation

Magnify is an AI-powered Customer Growth Automation platform that helps B2B SaaS teams reduce churn, drive expansion, and deliver predictable revenue growth... without adding headcount. While your CS platform organizes your post-sales function, Magnify adds the intelligence and execution layer on top of it. It connects signals from your CRM, product analytics, support, marketing, and billing systems into a single AI engine that predicts revenue outcomes, automates the right actions, and ties every motion back to measurable impact. With Magnify, CS and revenue teams can forecast renewal risk in dollar terms up to two quarters out, automatically trigger multi-channel customer motions based on live behavioral signals, and give CSMs an AI-generated action plan across their entire book of business. Magnify works alongside your existing CS platform and integrates with Salesforce, HubSpot, Gainsight, Pendo, Snowflake, Zendesk, and 25+ other tools — so your team gains the AI layer they've been missing without rebuilding their stack.

Who Is the Company Behind Magnify Customer Growth Automation?

Panora

Panora is an AI-powered customer success platform built natively inside HubSpot. It reads continuously across your customer data: CRM, product usage, support, billing, and call recordings, and surfaces churn-risk signals, expansion opportunities, and revenue forecasts right within HubSpot so CSMs can act on the records they already work in and leaders get numbers they can report on. Because Panora lives in HubSpot, there's no second platform to adopt, no data silo to maintain, and no IT project to keep systems in sync.

Who Is the Company Behind Panora?

  • Seller: Panora
  • Year Founded: 2024
  • HQ Location: Barcelona, ES
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Partenero

Partenero is a comprehensive Customer Success Management (CSM) platform designed to help businesses enhance customer retention, identify growth opportunities, and improve overall customer experience. By centralizing actionable customer data, Partenero enables teams to execute timely and effective strategies that drive customer satisfaction and business growth. Key Features and Functionality: - Customer Health Scoring: Assess and monitor the well-being of customer relationships to proactively address potential issues. - Churn Prediction: Utilize engagement data and customer surveys to anticipate and mitigate customer churn risks. - Customer Segmentation: Organize customers into distinct groups for targeted strategies and personalized engagement. - Onboarding Management: Streamline the customer onboarding process to ensure a smooth and positive start to the customer journey. - Customer Feedback Collection: Gather insights through configurable surveys, including Net Promoter Score (NPS and Customer Satisfaction (CSAT metrics. - Task Management: Assign and track tasks to maintain accountability and progress within customer success initiatives. - Playbooks and Success Plans: Develop standardized procedures and strategic plans to guide customer interactions and achieve desired outcomes. - Customer Journey Mapping: Visualize and analyze the entire customer lifecycle to identify touchpoints and areas for improvement. - Usage Tracking: Monitor customer engagement with products or services to inform support and upsell opportunities. - Reporting and Analytics: Access detailed reports and analytics to measure performance and inform decision-making. Primary Value and Solutions Provided: Partenero empowers businesses to reduce customer churn by proactively identifying at-risk customers through health scores and engagement metrics. It facilitates the discovery of upsell and cross-sell opportunities, enabling revenue growth from existing customers. By centralizing customer data and providing tools for effective management, Partenero enhances the overall customer experience, leading to increased satisfaction and loyalty. Its comprehensive suite of features supports businesses in executing timely actions, improving customer relationships, and driving sustainable growth.

Who Is the Company Behind Partenero?

  • Seller: Partenero
  • Year Founded: 2019
  • HQ Location: São Paulo, BR
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Phano

Phano is a composite AI for Customer Success and Account Management teams. Every day it crosses each account's signals (usage, relationship, support and every other source you connect) to surface, ahead of renewal, the accounts at risk of churn and the ones ready for expansion, with the probable cause and the recommended action. Phano also covers client meetings: a full brief before every call, live coaching during it, a structured recap written to the CRM record after, and the follow-up email drafted in your inbox. Intelligence is delivered where your team already works: phano_* field enrichment in your CRM, email digests, Slack, Microsoft Teams, webhooks, plus API and MCP access. Specialized agents handle each diagnostic so the CSM protects the install base and the Account Manager grows it, from the same diagnostic. Getting started is self-serve: create a workspace at https://phano.ai, connect a data source (HubSpot, Salesforce, Pipedrive and more), and the first diagnostics arrive the same day. 30-day trial, no credit card required.

Who Is the Company Behind Phano?

  • Seller: Phano
  • Year Founded: 2026
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Provoon

Provoon is a tool that helps businesses collect and manage customer testimonials in one place. Instead of having customer feedback scattered across emails, messages, or screenshots, you can collect text and video testimonials through a simple branded form. What makes Provoon a little different is that it uses AI to help you figure out which customer stories are actually worth showing on a specific page. It can also pick out common themes and pain points from your testimonials, so you get a better idea of what customers are saying about your business. Once you have the testimonials you want, you can display them on your website using things like a Wall of Love, quote blocks, customer avatars, or logo sliders. You can also turn the testimonials into social media images and videos. Basically, Provoon is made for businesses that want to use real customer feedback as part of their marketing, without having to manually collect, organize, and publish everything themselves.

Who Is the Company Behind Provoon?

Quivly AI

AI workforce for post-sales teams. AI agents that unify every customer signal into actionable intelligence. And then act on it to manage and grow your customers effectively.

Average Rating: 4.9/5.0

Total Reviews: 5

How Do G2 Users Rate Quivly AI?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Quivly AI?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Quivly AI?

Resonant IQ

Resonant IQ is a platform for customer success, support, and CX teams that unifies customer conversations and account activity into a single, traceable timeline. It connects to the tools where customer interactions take place, aggregates that data into one account view, and applies AI scoring to produce a continuous health score, account risk signals, agent coaching, and voice-of-customer themes. Every signal it generates links back to the specific conversation or activity it was derived from, so the underlying evidence can be reviewed directly. Core capabilities: - Unified account timeline. Inbound and outbound customer interactions, including calls, support conversations, emails, meetings, and notes, in one continuous view alongside a health score. - Account risk intelligence. Detection of churn and at-risk patterns across an account, drawn from signals across the whole team. - Conversation scoring. AI evaluation of customer conversations against qualitative, timing, and feedback criteria. - Agent coaching. Criterion-level feedback on individual conversations, available the same day the conversation takes place. - Voice of customer. Recurring themes extracted from customer conversations across accounts. - Ask-anything queries. Natural-language questions about an account or a trend, answered with citations to the source conversations and activity. - Analytics and reporting. Aggregate views of account health, risk, and conversation performance. Resonant IQ ingests data through connectors and through browser extensions that run inside existing support and CRM tools. CSV import is also supported, and additional connectors are added on request.

Who Is the Company Behind Resonant IQ?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated December 9, 2025