# Best Proactive Customer Retention Platforms - Page 4

## How Many Proactive Customer Retention Software Products Does G2 Track?

**Total Products under this Category:** 74

### Category Stats (Aug 2026)

- **Average Rating:** 4.61/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings

_Last updated: August 21, 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
- 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 Proactive Customer Retention Software
 ![G2 Grid® for Proactive Customer Retention Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proactive-customer-retention/grids.png?focus%5B%5D=3054&focus%5B%5D=53101&focus%5B%5D=112400&focus%5B%5D=1915&focus%5B%5D=149940&focus%5B%5D=1185258&focus%5B%5D=1405412&focus%5B%5D=139235)

Highlighted products: Gainsight Customer Success, Qualtrics Customer Experience, SupportLogic, TeamSupport, Freshdesk Customer Success, Hook, Customerscore.io, and Ascendo AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proactive-customer-retention/grids.json?focus%5B%5D=gainsight-customer-success&focus%5B%5D=qualtrics-customer-experience&focus%5B%5D=supportlogic&focus%5B%5D=teamsupport&focus%5B%5D=freshdesk-customer-success&focus%5B%5D=hook-technology&focus%5B%5D=customerscore-io&focus%5B%5D=ascendo-ai)

### [Cuida tus Clientes](https://www.g2.com/products/cuida-tus-clientes/reviews)

Cuida tus Clientes es un software de gestión de relaciones con clientes (CRM) diseñado para ayudar a pequeñas y medianas empresas a organizar contactos, dar seguimiento a oportunidades comerciales y monitorear la salud de sus relaciones de negocio. La plataforma está orientada a empresas que dependen de relaciones recurrentes con clientes, proveedores, prospectos o aliados comerciales y que necesitan un sistema centralizado para registrar interacciones, pagos, seguimientos y actividades relacionadas con cada cuenta. Su objetivo es ayudar a los usuarios a identificar relaciones que requieren atención antes de que se pierdan oportunidades de negocio o disminuya el nivel de interacción. Entre sus principales funcionalidades se encuentran: • Registro y gestión de clientes, prospectos y contactos en una base de datos centralizada. • Health Score o indicador de salud de la relación, que analiza variables como frecuencia de contacto, seguimiento, pagos y actividad reciente para ayudar a identificar relaciones activas o en riesgo. • Recordatorios y alertas periódicas para dar seguimiento a clientes, oportunidades comerciales y tareas pendientes. • Control de pagos, cobros y compromisos asociados a cada cliente o relación comercial. • Panel de control con métricas e información relevante para la gestión diaria de relaciones comerciales. Cuida tus Clientes está dirigido principalmente a PyMEs, emprendedores, despachos profesionales, agencias, consultores y equipos comerciales que buscan una herramienta enfocada en retención de clientes y seguimiento de relaciones. El software puede utilizarse para gestionar procesos comerciales, mejorar la organización de contactos, reducir el riesgo de abandono de clientes y mantener un historial de interacción con cada cuenta.

#### Who Is the Company Behind Cuida tus Clientes?

- **Seller:** [Cuida Tus Clientes](https://www.g2.com/sellers/cuida-tus-clientes)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c4562e8214b69c89c74aafa40e98c21bc6737d3692efbd36a94f77653db0dbd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuida-tus-clientes&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Cuoral](https://www.g2.com/products/cuoral/reviews)

#### Who Is the Company Behind Cuoral?

- **Seller:** [Cuoral](https://www.g2.com/sellers/cuoral)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=72379b51b98a8d6842de8defdbffff2a634af62bef950d99879f5e685af45a69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuoral%255C&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Customer Happiness Index](https://www.g2.com/products/customer-happiness-index/reviews)

#### Who Is the Company Behind Customer Happiness Index?

- **Seller:** [Lynx Analytics](https://www.g2.com/sellers/lynx-analytics)
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=284a3fd73670e6480eed5c28480a5cabc0c994067a6ada23455b196e4b062d4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flynx-analytics&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

### [Ezer](https://www.g2.com/products/ezer/reviews)

EZER is an autonomous CRM intelligence agent built for B2B SaaS companies that want to prevent customer churn before it happens — not react to it after the fact. Most customer success tools give you a health score and a dashboard. They show you who is at risk. They send you an alert. And then they wait for a human to act. By the time a customer success manager notices the signal, prioritizes the account, and reaches out — the customer has already made their decision to leave. EZER closes that gap entirely. EZER connects to your existing tools — Stripe, Razorpay, HubSpot, Intercom, and Salesforce — and continuously monitors every customer relationship in real time. Three machine learning models run simultaneously on every customer: a churn prediction model that scores risk from 0 to 1, a conversion scoring model that identifies upgrade opportunities, and a segmentation model that groups customers by behavioral patterns. When EZER detects a at-risk customer, it doesn't just flag it. It acts. Personalized retention emails are sent automatically. At-risk accounts are escalated to your team. Upgrade offers are triggered for customers showing expansion intent. All of this happens autonomously, without anyone having to notice a dashboard alert first. EZER is built with a human oversight layer called the approval queue. Every action EZER wants to take goes through review before anything executes. Teams start in full review mode and graduate to autonomous mode as trust in the system builds. Unlike enterprise customer success platforms like Gainsight or ChurnZero — which are built for large CS teams with six-figure budgets — EZER is designed for B2B SaaS companies with 200 to 5,000 customers and zero to five people in customer success. Companies that are too big for personal attention and too small for enterprise tooling. EZER integrates with the tools you already use. Setup takes days, not months. And results show up in the first week — before you've lost a single customer you could have saved. Built to prevent churn, retain customers, and grow revenue.

#### Who Is the Company Behind Ezer?

- **Seller:** [EZER](https://www.g2.com/sellers/ezer-2026-08-14)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8df379a6eb56a1d325c105b2e160c5511773a6156b1ab109da8cfeb869e26c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fezercrmai%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Flidget](https://www.g2.com/products/flidget/reviews)

Flidget helps SaaS founders find out exactly why users cancel in real time. When a user clicks cancel, a small chat appears instantly and asks why. They reply in text or voice, and the real reason lands in your dashboard immediately. Flidget also runs drift detection in the background, labelling every user as Healthy, Risky, or Drifting based on actual usage so you can intervene before they ever reach the cancel button.

#### Who Is the Company Behind Flidget?

- **Seller:** [Corekit Services](https://www.g2.com/sellers/corekit-services)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Folium](https://www.g2.com/products/canflow-folium/reviews)

#### Who Is the Company Behind Folium?

- **Seller:** [Canflow](https://www.g2.com/sellers/canflow)

### [GAMWIT](https://www.g2.com/products/gamwit/reviews)

#### Who Is the Company Behind GAMWIT?

- **Seller:** [Bizacuity Solution](https://www.g2.com/sellers/bizacuity-solution)
- **Year Founded:** 2011
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=48b103c569a8a8773b22076af4bac1b15465135af0804a3ea1b4c42b7e18c6d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbizacuity-solutions-pvt-ltd-%2F&secure%5Burl_type%5D=linkedin_company_website)  
224 employees on LinkedIn®

### [GoCSM](https://www.g2.com/products/gocsm/reviews)

GoCSM is a customer success platform designed specifically for SaaS agencies using HighLevel. It helps teams reduce churn, track account health, and improve customer engagement across every stage of the lifecycle. GoCSM provides visibility across three layers: Agency, Sub-account, and User level. You can monitor logins, product usage, feedback scores, subscription status, and behavior patterns — all in one place. Key features include: Health Scores: Categorize accounts as Thriving, Healthy, Steady, or At Risk based on logins, usage, plan type, and sentiment. Product Adoption Reports: See which tools your customers use most (and least), and track time spent across features. Login Tracking: Know which users are active and who has dropped off. Feedback Collection: Run NPS surveys and monitor trends over time. Subscription Monitoring: Connect Stripe to track renewals, payment failures, and plan status. Automation Triggers: Get notified or take action when users go inactive, a renewal is coming up, or usage drops. GoCSM is built to integrate deeply with HighLevel, giving agencies a reliable system to manage customer health, identify churn risks early, and retain more accounts — without adding more manual work. It’s used by SaaS agencies, CSM teams, and operations managers who want smarter insights, less guesswork, and a scalable success framework.

#### Who Is the Company Behind GoCSM?

- **Seller:** [GoCSM](https://www.g2.com/sellers/gocsm)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e58982225a9631410e77421e4e6f356fade147abc1afce40a201dc8431c765ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgocsm%2F&secure%5Burl_type%5D=linkedin_company_website)

### [Growth AI](https://www.g2.com/products/growth-ai/reviews)

A predictive AI for B2B Software GTM teams that uses billions of telemetry events and tens of thousands of customer engagement events to predict growth, churn, and contraction up to 12 months in advance with 90% accuracy. Growth AI distinguishes between high growth, moderate growth, contraction, and churn to predict aggregate ARR and account-level ARR up to 12 months in advance with only 2–4% variance. Predictions contain customer-specific “signals” across product usage, customer behavior, GTM engagement, and support trends to empower our Sales, CS and Services Agents to create prescriptive treatment strategies to proactively manage predicted contraction / churn risks and expansion opportunities. Growth AI also provides macro-level insights on the top indicators of churn and growth for a software company’s customer base Growth AI allows you to pinpoint risk or opportunity across regions, territories, or industries to proactively guide resources and strategy across every customer account. Unlock full account context by understanding history, usage and other qualitative data to drive smarter customer engagement.

#### Who Is the Company Behind Growth AI?

- **Seller:** [QuadSci](https://www.g2.com/sellers/quadsci)
- **HQ Location:** New York
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=477137a06d843fa53c2ada42e36c0855653069a0d052609de41ea2a5feacf7ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquadsci-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Hyperengage](https://www.g2.com/products/hyperengage/reviews)

Hyperengage is the AI-powered GTM assistant that equips Customer Success and Account Management teams with the insights and automation needed to drive retention, expansion, and revenue growth. By eliminating manual busywork, surfacing actionable intelligence, and providing real-time customer data, it enables teams to proactively engage customers, mitigate churn risks, and capitalize on upsell opportunities—all while focusing on high-impact relationships. Automated Customer Engagement – Detects churn risks, triggers proactive outreach, and personalizes messaging. AI-Driven Task & Workflow Automation – Prioritizes daily tasks, auto-logs interactions, and ensures follow-ups happen on time. Predictive Insights & Revenue Growth – Surfaces upsell/cross-sell opportunities and recommends strategic actions. 360° Customer Visibility – Unifies CRM data, emails, product usage, and meeting notes into a single, actionable view

#### Who Is the Company Behind Hyperengage?

- **Seller:** [Hyperengage](https://www.g2.com/sellers/hyperengage)
- **Year Founded:** 2023
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3528bad02610748a56e774596bafecae6d933795e791105c268625b8a821e178&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthe-hyperengage-podcast%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Jetti](https://www.g2.com/products/jetti-jetti/reviews)

Recurring revenue intelligence for the people running it. Built for gyms, studios, salons, clubs — anyone whose business runs on members coming back. Your data in, your call list out. Everything centered on an intelligence layer that knows what changed, who needs a check-in, and what to say.

#### Who Is the Company Behind Jetti?

- **Seller:** [Jetti](https://www.g2.com/sellers/jetti-f58e8e65-6b2a-4830-b262-df0edba0c383)
- **Year Founded:** 2025
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=db113e86523ab8b1a4015328d9f32876f590d5fff4cd08cd148266d26e00e348&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjettiapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Lawn.quote](https://www.g2.com/products/lawn-quote/reviews)

#### Who Is the Company Behind Lawn.quote?

- **Seller:** [Lawn.quote](https://www.g2.com/sellers/lawn-quote)

### [LoyPass](https://www.g2.com/products/loypass/reviews)

LoyPass replaces the paper loyalty card. Your customers add theirs to Apple Wallet or Google Wallet by scanning a QR code, with no app to install and no account to create. You scan them at each visit from your own phone, and bring them back with a notification on their lock screen. Set up in minutes: choose stamps or points, set your reward, add intermediate tiers, and put your own logo and colours on the card. A dashboard shows active customers, scans, rewards claimed and your return rate, and Google review requests are sent automatically one to two hours after a visit. Built for independent merchants: barbers, hair and nail salons, beauty studios, food outlets and car care. EUR 29 per month, unlimited customers, no commitment, no hardware, 14-day satisfied-or-refunded.

#### Who Is the Company Behind LoyPass?

- **Seller:** [LoyPass](https://www.g2.com/sellers/loypass)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [moveXM](https://www.g2.com/products/movexm/reviews)

#### Who Is the Company Behind moveXM?

- **Seller:** [TTR Group](https://www.g2.com/sellers/ttr-group)
- **Year Founded:** 1995
- **HQ Location:** D-60594 Frankfurt, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b70db004b0f55055ecc4fbe8ff1205b3f9f5053ca5ad702cea1cf8838466476&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmovexm&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

### [Nexaflow](https://www.g2.com/products/nexaflow/reviews)

#### Who Is the Company Behind Nexaflow?

- **Seller:** [Nexaflow](https://www.g2.com/sellers/nexaflow)

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Similar Categories

- [Help Desk](/categories/help-desk)
- [Live Chat](/categories/live-chat)
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- [Call & Contact Center](/categories/call-contact-center)
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- [Contact Center Payments](/categories/contact-center-payments)
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[Browse Proactive Customer Retention Themes](/categories/proactive-customer-retention/themes)

 ![Inia Debnath](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Inia Debnath")
ID

Researched and written by [Inia Debnath](https://research.g2.com/insights/author/inia-debnath)

Updated October 3, 2024

Proactive customer retention software detects the risk indicators that lead to customer churn and escalation. Churn occurs when customers haven’t received quality support in their customer service experience, such as when their concerns have a slow resolution or are ignored. To proactively address concerns before escalation, this type of software uses natural language processing (NLP), natural language understanding (NLU), or natural language generation (NLG) technologies to recognize sentiments and content that indicate customer dissatisfaction. The dissatisfaction is quantified into a health score to indicate case urgency and severity. The company can administer immediate triage by routing the case to a qualified agent. Proactive customer service is the best defense against attrition.

These products are used by customer service and customer success teams to optimize response time and reduce the likelihood of customer churn. Reducing customer churn is one of the most cost-efficient ways for companies to accelerate growth. Proactive customer retention software will often integrate with [contact center quality assurance software](https://www.g2.com/categories/contact-center-quality-assurance), [customer success software](https://www.g2.com/categories/customer-success), [CRM software](https://www.g2.com/categories/crm), and [help desk software](https://www.g2.com/categories/help-desk).

To qualify for inclusion in the Proactive Customer Retention category, a product must:

- Use artificial intelligence to identify customer sentiment and topic trends
- Assist with intelligent, automated case assignment and routing
- Predict case escalations and customer churn risks
- Provide capabilities to analyze retention history, revenue impact, escalation history, or health scores
- Integrate with help desk software

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