Best Proactive Customer Retention Software for Small Business

How Many Proactive Customer Retention Software Products Does G2 Track?

Total Products under this Category: 85

Category Stats (Oct 2026)

  • Average Rating: 4.62/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Clutch (+0.9%) - Among all products in this category, Clutch recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Proactive Customer Retention Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,100+ Authentic Reviews
  • 85+ 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 Proactive Customer Retention Software

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

Highlighted products: Gainsight Customer Success, Customerscore.io, Qualtrics Customer Experience, TeamSupport, Eclipse AI, and EverAfter.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proactive-customer-retention/grids.json?focus%5B%5D=gainsight-customer-success&focus%5B%5D=customerscore-io&focus%5B%5D=qualtrics-customer-experience&focus%5B%5D=teamsupport&focus%5B%5D=eclipse-ai&focus%5B%5D=everafter&segment=small-business)

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: 1,733

How Do G2 Users Rate Gainsight Customer Success?

  • Ease of Admin: 7.0/10 (Category avg: 8.8/10)
  • Retention: 9.5/10 (Category avg: 8.9/10)
  • Ease of Use: 8.0/10 (Category avg: 9.0/10)
  • Customer Profiles: 10.0/10 (Category avg: 9.0/10)

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 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.
  • Users value the intuitive interface of Gainsight Customer Success for its ease of navigation and clear data visibility.
Cons
  • Users find the complexity of report creation in Gainsight Customer Success can hinder navigation and usability.
  • Users note significant missing features in Gainsight, affecting functionality, security assessments, and integration capabilities.
  • Users report a steep learning curve with Gainsight Customer Success, finding initial setup and understanding features challenging.
  • Users find it challenging due to limited customization options in Gainsight, leading to a less user-friendly experience.
  • Users struggle with the complexity of Gainsight's setup and configuration, requiring significant time and effort to optimize.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

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?

  • Ease of Admin: 8.3/10 (Category avg: 8.8/10)
  • Retention: 10.0/10 (Category avg: 8.9/10)
  • Ease of Use: 9.5/10 (Category avg: 9.0/10)
  • Customer Profiles: 9.7/10 (Category avg: 9.0/10)

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?

Qualtrics Customer Experience

Qualtrics XM for Customer Experience is the customer experience product used by the world's most iconic brands to immediately surface customer friction and guide frontline teams in the moment to better serve clients. Drive company-wide improvement—across processes, products, and digital properties—to increase customer lifetime value. Frontline Care (TM) uses omnichannel analytics and AI-powered automation to deliver powerful, personalized recommendations for every customer straight to your frontline customer care teams so you can increase usage, drive upsell, and reduce churn. Leverage our Frontline Digital (™) Product to analyze customer journeys so you can step in at the right time to remove friction or redirect users to a better experience. Understand digital customer behavior through session replays and frustration detection like rage clicks and mouse thrashing. Use Frontline Locations (™) to compile online reviews within the same platform so you can connect the dots between channels and get a bird’s eye view across the end-to-end customer experience. Bring together feedback from your customers with the voice of your frontline employees and make sense of it all in seconds with our AI-powered platform. Qualtrics is used by teams, departments, and entire organizations to manage the four core experiences of business—customer, product, employee, and brand—on one platform. Over 13,500 enterprises worldwide, including more than 85 percent of the Fortune 500, rely on Qualtrics to consistently build products that people love, create more loyal customers, develop a phenomenal employee-centric culture, and build iconic brands.

Average Rating: 4.3/5.0

Total Reviews: 726

How Do G2 Users Rate Qualtrics Customer Experience?

  • Ease of Admin: 7.9/10 (Category avg: 8.8/10)
  • Retention: 8.7/10 (Category avg: 8.9/10)
  • Ease of Use: 8.4/10 (Category avg: 9.0/10)
  • Customer Profiles: 9.1/10 (Category avg: 9.0/10)

Who Is the Company Behind Qualtrics Customer Experience?

  • Seller: Qualtrics
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Provo, UT
  • Twitter: @Qualtrics
    42,137 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11,647 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Data Analyst, Community Manager
  • Top Industries: Information Technology and Services, Higher Education
  • Company Size: 52% Large, 36% Medium

What Do G2 Reviewers Say About Qualtrics Customer Experience?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Qualtrics, finding it intuitive and great for analytics across customer touchpoints.
  • Users value the strong analytics and reporting capabilities of Qualtrics, which enhance customer experience insights and actions.
  • Users find Qualtrics extremely helpful for gaining insights that enhance customer satisfaction and retention strategies.
  • Users appreciate the insightful feedback management of Qualtrics, enhancing customer experience through actionable analytics and reporting.
  • Users value the deep insights generation from Qualtrics, enhancing customer experience and improving satisfaction effectively.
Cons
  • Users find the complexity of Qualtrics Customer Experience overwhelming, particularly new users needing basic survey functions.
  • Users find the custom setup improvements necessary, especially regarding Text iQ's accuracy in non-English languages.
  • Users find limited customization options in Qualtrics, making it difficult to tailor the platform to specific needs.
  • Users find the platform not intuitive, with a complex UI that can be overwhelming for newcomers.
  • Users find the platform expensive, which can be a barrier for smaller teams with limited budgets.

What Are Recent G2 Reviews of Qualtrics Customer Experience?

What Are G2 Users Discussing About Qualtrics Customer Experience?

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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 Admin: 8.8/10 (Category avg: 8.8/10)
  • Ease of Use: 8.8/10 (Category avg: 9.0/10)

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 value the task reminders of TeamSupport, greatly enhancing their organization and efficiency in managing workloads.
Cons
  • Users are facing a steep learning curve with TeamSupport, finding the interface less intuitive and challenging to navigate.
  • Users find the slow loading of TeamSupport frustrating, impacting efficiency during client interactions and ticket management.
  • Users often experience slow performance with TeamSupport, causing inconvenience and delays in managing email communication effectively.
  • Users find the search functionality inadequate, struggling to efficiently locate relevant tickets and manage bulk edits.
  • Users note the need for improved integration with other software tools to enhance TeamSupport's functionality and customization.

What Are Recent G2 Reviews of TeamSupport?

What Are G2 Users Discussing About TeamSupport?

Eclipse AI

Eclipse AI is a generative AI tool that helps predict and prevent customer churn. Eclipse AI unifies and analyses your omnichannel voice-of-customer data and gives you actionable intelligence to drive retention.

Average Rating: 4.6/5.0

Total Reviews: 31

How Do G2 Users Rate Eclipse AI?

  • Ease of Admin: 9.3/10 (Category avg: 8.8/10)
  • Retention: 9.0/10 (Category avg: 8.9/10)
  • Ease of Use: 8.5/10 (Category avg: 9.0/10)
  • Customer Profiles: 9.5/10 (Category avg: 9.0/10)

Who Is the Company Behind Eclipse AI?

  • Seller: Eclipse AI
  • Year Founded: 2021
  • HQ Location: Melbourne, Victoria
  • Twitter: @TryEclipseAI
    8 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Building Materials, Construction
  • Company Size: 48% Medium, 42% Small

What Are Recent G2 Reviews of Eclipse AI?

EverAfter

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with visible progress instead of static documents or external tools. AI is deeply embedded to personalize steps, adapt guidance in real time, and help customers reach value faster while continuing to move forward.

Average Rating: 4.6/5.0

Total Reviews: 159

How Do G2 Users Rate EverAfter?

  • Ease of Admin: 8.5/10 (Category avg: 8.8/10)
  • Ease of Use: 8.7/10 (Category avg: 9.0/10)

Who Is the Company Behind EverAfter?

  • Seller: Base
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Palo Alto, US
  • Twitter: @base_CLG
    333 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 62% Medium, 24% Small

What Do G2 Reviewers Say About EverAfter?

AI-generated summary from verified user reviews

Pros
  • Users find EverAfter to have a user-friendly design, making onboarding and customer interactions seamless and efficient.
  • Users praise the responsive and supportive customer support from EverAfter, enhancing their onboarding and engagement experiences significantly.
  • Users love the customization options of EverAfter, enabling seamless integration and enhancing customer onboarding experiences.
  • Users love the intuitive interface of EverAfter, appreciating its easy navigation and seamless integration.
  • Users commend the extremely responsive support of EverAfter, enhancing customer engagement and communication significantly.
Cons
  • Users are disappointed by the missing features such as a desktop version and direct file uploads.
  • Users are frustrated by the integration issues, limiting data handling and requiring reliance on alternative solutions.
  • Users find the complexity of configuration and customization time-consuming and sometimes overwhelming for effective use.
  • Users mention a learning curve for effectively using EverAfter, making internal adoption challenging for some teams.
  • Users find missing functionality in EverAfter, needing workarounds and backend support for better usability.

What Are Recent G2 Reviews of EverAfter?

What Are G2 Users Discussing About EverAfter?

Inia Debnath
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Researched and written by Inia Debnath
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