# Best Customer Success Software *By [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin)* Customer success software enables businesses to proactively guide customers toward achieving their desired outcomes through continuous lifecycle management. Customer success managers (CSM) use these platforms to monitor customer health, increase product adoption, expand and upsell accounts, and drive retention across their portfolio of accounts. To accomplish this, customer success platforms have multi-faceted health scoring metrics that predict churn risk by combining product usage data, engagement activity, support interactions, and commercial metrics. Playbooks support these core responsibilities by making best practices scalable, responses to health signals systematic, and customer interventions consistent across portfolios, regardless of the CSM's experience level. These platforms are especially helpful for companies with subscription-based business models to systematically grow an established customer base, identify any red flags, and increase customer retention rates. Unlike customer service software that reactively resolves support issues, these products are used by customer success and post-sales teams as off-the-shelf solutions to drive customer outcomes and revenue growth. Customer success initiatives are vital to preserving and expanding revenue, boosting customer advocacy, and sustaining corporate profitability and growth. Customer success software often integrates with [CRM software](https://www.g2.com/categories/crm) for account and revenue data, [help desk software](https://www.g2.com/categories/help-desk) for support-related metrics, and [product analytics software](https://www.g2.com/categories/product-analytics) for product usage data. To qualify for inclusion in the Customer Success category, a product must: - Monitor and score customer health using native, multi-factor models combining product usage, engagement, support interactions, commercial data, and historical data - Predict future customer growth and churn risk with built-in dashboards or graphs using data related to account engagement, product usage, satisfaction, payments, and more - Provide automated playbooks for lifecycle stages (onboarding, adoption, renewal, expansion) triggered by time, behavior, and health changes - Have revenue tracking metrics built-in (ARR, NRR, GRR, churn, contraction, expansion) and attribute outcomes to customer success activities - Enable digital customer engagement through in-product messaging, surveys (NPS, CSAT, CES), self-service portals, or success planning tools ## Top Customer Success Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) | 4.4/5.0 (2,819 reviews) | CRM-native ticketing and customer success workflows | "[Ticket management and centralized support with automations that enhance the experience](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336)" | | 2 | [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5.0 (1,591 reviews) | Churn-risk automation with health-scored playbooks | "[Great tool to support our growing CS team](https://www.g2.com/survey_responses/churnzero-review-12781849)" | | 3 | [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) | 4.5/5.0 (1,713 reviews) | Proactive customer health scoring with automated playbooks | "[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)" | | 4 | [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5.0 (929 reviews) | Proactive churn detection with health-scored workflows | "[Flexible enough to build what our business actually needs](https://www.g2.com/survey_responses/planhat-review-13060808)" | | 5 | [Custify](https://www.g2.com/products/custify/reviews) | 4.7/5.0 (507 reviews) | Proactive churn prevention with playbook automation | "[Custify’s AI Summaries and Sentiment Analysis Save Us Time](https://www.g2.com/survey_responses/custify-review-13101484)" | | 6 | [Vitally](https://www.g2.com/products/vitally/reviews) | 4.5/5.0 (694 reviews) | AI-assisted customer health scoring and playbook automation | "[Solid Tool with Room for Improvement](https://www.g2.com/survey_responses/vitally-review-12770363)" | | 7 | [Totango](https://www.g2.com/products/totango/reviews) | 4.3/5.0 (1,140 reviews) | Customer health scoring with automated SuccessPlays | "[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)" | | 8 | [Certinia CS Cloud](https://www.g2.com/products/certinia-cs-cloud/reviews) | 4.4/5.0 (39 reviews) | — | "[MY REVIEW FOR CERTINIA PS CLOUD](https://www.g2.com/survey_responses/certinia-cs-cloud-review-11200574)" | | 9 | [Freshdesk Customer Success](https://www.g2.com/products/freshdesk-customer-success/reviews) | 4.5/5.0 (22 reviews) | Proactive account health and churn prevention | "[Effortless Team Management and Ticket Handling](https://www.g2.com/survey_responses/freshdesk-customer-success-review-12183970)" | | 10 | [Velaris](https://www.g2.com/products/velaris/reviews) | 4.5/5.0 (125 reviews) | AI-powered customer health scoring and CS automation | "[Powerful CS management tool, easy to use with an outstanding team](https://www.g2.com/survey_responses/velaris-review-12441225)" | ## 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=24723&focus%5B%5D=57328&focus%5B%5D=3054&focus%5B%5D=24829&focus%5B%5D=70836&focus%5B%5D=106803&focus%5B%5D=4469&focus%5B%5D=1612375) Highlighted products: ChurnZero, HubSpot Service Hub, Gainsight Customer Success, Planhat, Vitally, Custify, Totango, and Certinia CS Cloud. Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-success/grids.json?focus%5B%5D=churnzero&focus%5B%5D=hubspot-service-hub&focus%5B%5D=gainsight-customer-success&focus%5B%5D=planhat&focus%5B%5D=vitally&focus%5B%5D=custify&focus%5B%5D=totango&focus%5B%5D=certinia-cs-cloud) ## How Many Customer Success Software Products Does G2 Track? **Total Products under this Category:** 71 ### Category Stats (Jul 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 (+0.48%) - Among all products in this category, Verint Voice of the Customer recorded the largest rating increase compared to last month *Last updated: July 14, 2026* ## How Does G2 Rank Customer Success Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 14,100+ Authentic Reviews - 71+ 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. ## Which Customer Success Software Is Best for Your Use Case? - **Leader:** [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - **Highest Performer:** [Hook](https://www.g2.com/products/hook-technology/reviews) - **Easiest to Use:** [Custify](https://www.g2.com/products/custify/reviews) - **Top Trending:** [Velaris](https://www.g2.com/products/velaris/reviews) - **Best Free Software:** [Vitally](https://www.g2.com/products/vitally/reviews) --- **Sponsored** ### Accord Accord is the AI-Powered Revenue Excellence Platform that transforms what top sellers do naturally—multi-threading, mutual action plans, and CFO-proof business cases—into unavoidable playbooks for every rep. Accord Intelligence handles the busy work by automating account research, stakeholder mapping, and more so your team can focus on selling. The result: Accord customers see an average 40% increase in deal size. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=351&secure%5Bchosen_at%5D=2026-07-14T19%3A15%3A25Z&secure%5Bdisplayable_resource_id%5D=2050&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=2050&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=155339&secure%5Bresource_id%5D=351&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcustomer-success&secure%5Btoken%5D=28bb0ee9e6efa6f509d7bbd5fac51eaf49e67552d7fcedbfce9355135d48d279&secure%5Burl%5D=https%3A%2F%2Finaccord.com%2Fbook-demo&secure%5Burl_type%5D=book_demo) --- ## Customer Success Software Features & Capabilities ### What are the Best Customer Success Software with Custom Triggers? Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. **Top-rated Customer Success Software for Custom Triggers:** - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) [Explore Customer Success Software with Custom Triggers](https://www.g2.com/categories/customer-success/f/custom-triggers) ### What are the Best Customer Success Software with Surveys? Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. **Top-rated Customer Success Software for Surveys:** - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) [Explore Customer Success Software with Surveys](https://www.g2.com/categories/customer-success/f/surveys) ### What are the Best Customer Success Software with Playbooks? Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. **Top-rated Customer Success Software for Playbooks:** - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) [Explore Customer Success Software with Playbooks](https://www.g2.com/categories/customer-success/f/playbooks) ## What Are the Top-Rated Customer Success Software Products in 2026? ### 1. [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) Service Hub delivers AI-powered customer service at scale by unifying customer insights, providing omnichannel support tools, and enabling efficient self-service options within a single platform. Core Value Proposition: Service Hub addresses three critical customer service challenges: scaling support teams without proportional headcount increases, maintaining service quality across multiple communication channels, and leveraging customer data to drive retention and growth. The platform connects customer service data with information from sales and marketing, providing support representatives with complete customer context. Key Capabilities: Omnichannel Help Desk: Service Hub consolidates support requests from multiple communication channels into a single interface. Teams manage all customer communications without switching between tools, ensuring consistent response quality across channels. AI-Powered Efficiency: The platform includes AI features that automate ticket routing, suggest relevant knowledge base articles, and identify patterns in customer issues to improve resolution speed and support team productivity. Self-Service Tools: Service Hub provides knowledge base creation, chatbot functionality, and customer portal capabilities enabling customers to find answers independently. This reduces ticket volume and support team workload while improving customer satisfaction. Data-Driven Retention: The platform offers customer health scoring, efficiency reporting, and trend analysis that help service leaders identify at-risk accounts, optimize team performance, and connect support activities to business growth metrics. Service Hub vs. Alternatives: Unlike standalone ticketing systems operating in isolation, Service Hub shares customer data with sales and marketing platforms, enabling support teams to see complete customer journey context. Representatives can access purchase history, marketing interactions, and sales conversations without needing to request information from other departments. Service Hub eliminates the need to purchase and integrate separate tools for live chat, knowledge base management, customer feedback collection, and service analytics by providing these capabilities within the unified HubSpot platform. Who Should Use Service Hub: Service Hub serves customer experience leaders seeking to scale support efficiently, support teams needing complete customer context for quality service delivery, and organizations wanting to connect service metrics to retention and growth outcomes. The platform enables CX leaders to focus on efficient reps empowered by AI. Outcome: Service Hub helps teams deliver delightful support at scale with unified customer insights, create efficient reps empowered by AI, and scale their company, not complexity. **Average Rating:** 4.4/5.0 **Total Reviews:** 2,819 **How Do G2 Users Rate HubSpot Service Hub?** - **Scalability:** 8.5/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.7/10 (Category avg: 8.8/10) - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) **Who Is the Company Behind HubSpot Service Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Customer Success Specialist - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 37% Mid-Market #### What Are HubSpot Service Hub's Pros and Cons? **Pros:** - Ease of Use (443 reviews) - Features (214 reviews) - Helpful (212 reviews) - Case Management (205 reviews) - Ticketing Management (195 reviews) **Cons:** - Limited Customization (125 reviews) - Limited Features (123 reviews) - Ticket Management (123 reviews) - Missing Features (117 reviews) - Ticketing System Issues (95 reviews) ### What Do G2 Reviewers Say About HubSpot Service Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Service Hub to be **incredibly easy to use** , enhancing their efficiency in managing customer interactions. - Users appreciate the **seamless connectivity and reporting features** of HubSpot Service Hub, enhancing their decision-making process. - Users value the **responsive support** from HubSpot Service Hub, ensuring quick assistance and effective customer management. - Users value the **seamless case handling** in HubSpot Service Hub, enhancing communication and efficiency across teams. - Users appreciate the **user-friendly ticketing management** of HubSpot Service Hub, enhancing efficiency and customer satisfaction. **Cons:** - Users find the **limited customization** in HubSpot Service Hub restricts creative design for forms and reporting. - Users find the **limited features** of HubSpot Service Hub frustrating, lacking essential custom reporting and onboarding options. - Users find the **ticket merging feature cumbersome** , complicating ticket management and notification processes significantly. - Users find the **missing features** in HubSpot Service Hub frustrating, especially as needs grow and customization feels limited. - Users struggle with the **ticketing system issues** in HubSpot Service Hub, affecting efficiency and notification management. #### What Are Recent G2 Reviews of HubSpot Service Hub? **"[HubSpot Service Hub has helped streamline our support operations significantly. .](https://www.g2.com/survey_responses/hubspot-service-hub-review-11586632)"** **Rating:** 4.0/5.0 stars *— Ashish P.* [Read full review](https://www.g2.com/survey_responses/hubspot-service-hub-review-11586632) --- **"[Ticket management and centralized support with automations that enhance the experience](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336)"** **Rating:** 4.5/5.0 stars *— Lizeth M.* [Read full review](https://www.g2.com/survey_responses/hubspot-service-hub-review-12873336) --- #### What Are G2 Users Discussing About HubSpot Service Hub? - [How does HubSpot Service Hub contribute to creating a more cohesive and effective customer service experience?](https://www.g2.com/discussions/how-does-hubspot-service-hub-contribute-to-creating-a-more-cohesive-and-effective-customer-service-experience) - 3 comments, 1 upvote - [What is HubSpot Service Hub used for?](https://www.g2.com/discussions/what-is-hubspot-service-hub-used-for) - 2 comments, 1 upvote - [What does HubSpot software do?](https://www.g2.com/discussions/hubspot-service-hub-what-does-hubspot-software-do) - 2 comments - [Which of the following features are available on the HubSpot platform?](https://www.g2.com/discussions/which-of-the-following-features-are-available-on-the-hubspot-platform) - 1 comment - [What is service hub?](https://www.g2.com/discussions/what-is-service-hub) - 2 comments ### 2. [ChurnZero](https://www.g2.com/products/churnzero/reviews) ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,591 **How Do G2 Users Rate ChurnZero?** - **Scalability:** 9.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.2/10 (Category avg: 8.8/10) - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) **Who Is the Company Behind ChurnZero?** - **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero) - **Company Website:** https://churnzero.com - **Year Founded:** 2015 - **HQ Location:** Washington, District of Columbia - **Twitter:** @churnzero (1,792 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9475578/ (147 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Director of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 62% Mid-Market, 28% Small-Business #### What Are ChurnZero's Pros and Cons? **Pros:** - Ease of Use (139 reviews) - Helpful (95 reviews) - Automation (86 reviews) - Customer Support (78 reviews) - Efficiency (76 reviews) **Cons:** - Learning Curve (54 reviews) - Complexity (41 reviews) - Not Intuitive (39 reviews) - Missing Features (34 reviews) - Steep Learning Curve (33 reviews) ### What Do G2 Reviewers Say About ChurnZero? *AI-generated summary from verified user reviews* **Pros:** - Users find ChurnZero **easy to use** , appreciating its intuitive design and helpful customer support for seamless onboarding. - Users love the **user-friendly interface** of ChurnZero, enhancing efficiency in client engagement and task management. - Users value the **automation capabilities** of ChurnZero, streamlining workflows and improving efficiency in customer success management. - Users value the **fantastic customer support** from ChurnZero, providing quick answers and effective assistance for their needs. - Users appreciate ChurnZero for its **efficiency in organizing customer data** and streamlining workflows for success management. **Cons:** - Users note a **steep learning curve** with ChurnZero, making it time-consuming to master the platform's features. - Users find the **complexity** of ChurnZero's interface and options can hinder a straightforward experience. - Users find ChurnZero to have a **not intuitive interface** , making the initial experience overwhelming and complex. - Users note a **lack of essential features** in ChurnZero, which complicates tasks and increases reliance on manual processes. - Users struggle with the **steep learning curve** of ChurnZero, finding navigation and segment creation challenging initially. #### What Are Recent G2 Reviews of ChurnZero? **"[ChurnZero as a Source of Truth: AI Automation, Dashboards, and Flexible Reporting](https://www.g2.com/survey_responses/churnzero-review-13099774)"** **Rating:** 4.5/5.0 stars *— Nichole M.* [Read full review](https://www.g2.com/survey_responses/churnzero-review-13099774) --- **"[Great tool to support our growing CS team](https://www.g2.com/survey_responses/churnzero-review-12781849)"** **Rating:** 5.0/5.0 stars *— Simon H.* [Read full review](https://www.g2.com/survey_responses/churnzero-review-12781849) --- #### What Are G2 Users Discussing About ChurnZero? - [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment ### 3. [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) 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:** 1,713 **How Do G2 Users Rate Gainsight Customer Success?** - **Scalability:** 8.6/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.4/10 (Category avg: 8.8/10) - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Gainsight Customer Success?** - **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc) - **Company Website:** https://www.gainsight.com - **Year Founded:** 2009 - **HQ Location:** San Francisco, CA - **Twitter:** @GainsightHQ (13,119 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/841640/ (1,129 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:** 57% Mid-Market, 32% Enterprise #### What Are Gainsight Customer Success's Pros and Cons? **Pros:** - Ease of Use (302 reviews) - Centralized Information (158 reviews) - Health Monitoring (151 reviews) - Visibility (136 reviews) - Customer Support (118 reviews) **Cons:** - Complexity (76 reviews) - Limitations (75 reviews) - Steep Learning Curve (61 reviews) - Learning Curve (58 reviews) - Missing Features (57 reviews) ### What Do G2 Reviewers Say About Gainsight Customer Success? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Gainsight Customer Success, enhancing productivity and providing clear account insights. - Users value the **centralized customer information** Gainsight provides, streamlining data management for Customer Success teams. - Users value the **health monitoring capabilities** of Gainsight, enhancing visibility and proactive management of customer success. - Users appreciate the **comprehensive visibility** Gainsight offers, enhancing understanding of the entire customer journey. - Gainsight offers **comprehensive visibility** into the customer journey, enhancing risk management and actionable insights for success. **Cons:** - Users find the **complexity of setup and customization** in Gainsight challenging, requiring significant time and effort to configure. - Users find **information retrieval challenging** in Gainsight, and the email template editor needs significant improvement. - Users experience a **steep learning curve** with Gainsight Customer Success, finding initial setup and features challenging to master. - Users experience a **steep learning curve** with Gainsight, making initial setup and mastery challenging. - Users identify **missing features** in Gainsight, particularly around security, integrations, and essential capabilities for enterprise needs. #### What Are Recent G2 Reviews of Gainsight Customer Success? **"[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)"** **Rating:** 5.0/5.0 stars *— Scott M.* [Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507) --- **"[Always-Available Support That Finds a Solution](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)"** **Rating:** 4.5/5.0 stars *— Octavio M.* [Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699) --- #### What Are G2 Users Discussing About Gainsight Customer Success? - [What is Gainsight used for?](https://www.g2.com/discussions/what-is-gainsight-used-for) - 2 comments - [What is Gainsight PX?](https://www.g2.com/discussions/gainsight-what-is-gainsight-px) - 2 comments - [Who are Gainsight competitors?](https://www.g2.com/discussions/who-are-gainsight-competitors) - [What is Gainsight software?](https://www.g2.com/discussions/what-is-gainsight-software) - 2 comments ### 4. [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. **Average Rating:** 4.5/5.0 **Total Reviews:** 929 **How Do G2 Users Rate Planhat?** - **Scalability:** 8.8/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10) - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Planhat?** - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** https://www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat (1,045 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (232 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 32% Small-Business #### What Are Planhat's Pros and Cons? **Pros:** - Ease of Use (215 reviews) - Customer Support (155 reviews) - Customization (106 reviews) - Automation Efficiency (103 reviews) - Efficiency (98 reviews) **Cons:** - Learning Curve (92 reviews) - Complexity (78 reviews) - Steep Learning Curve (62 reviews) - Limitations (56 reviews) - Missing Features (54 reviews) ### What Do G2 Reviewers Say About Planhat? *AI-generated summary from verified user reviews* **Pros:** - Users find Planhat to be very **easy to use** with seamless integration and supportive onboarding experiences. - Users appreciate the **exceptional customer support** from Planhat, describing the team as invested partners in their success. - Users value the **customization options** in Planhat, enhancing their ability to tailor workflows and reports effectively. - Users value the **automation efficiency** in Planhat, optimizing customer task management and streamlining workflows effectively. - Users value Planhat for its **efficiency** , streamlining post-sales activities and automating workflows to save valuable time. **Cons:** - Users find the **learning curve steep** due to complex setups and evolving documentation, making initial use challenging. - Users find Planhat's **complexity** overwhelming, particularly during onboarding, which requires significant time and understanding. - Users note a **steep learning curve** initially, though support and training help ease the transition to Planhat. - Users find the **formula fields restrictive** and desire more flexibility and automation for improved usability. - Users note the **missing features** in Planhat, such as time tracking and enhanced customer portal functionality. #### What Are Recent G2 Reviews of Planhat? **"[Flexible enough to build what our business actually needs](https://www.g2.com/survey_responses/planhat-review-13060808)"** **Rating:** 5.0/5.0 stars *— Adrian D.* [Read full review](https://www.g2.com/survey_responses/planhat-review-13060808) --- **"[A Game-Changer for CSMs with Powerful Automations](https://www.g2.com/survey_responses/planhat-review-13032622)"** **Rating:** 4.5/5.0 stars *— Kateryna K.* [Read full review](https://www.g2.com/survey_responses/planhat-review-13032622) --- #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### 5. [Custify](https://www.g2.com/products/custify/reviews) Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale. **Average Rating:** 4.7/5.0 **Total Reviews:** 507 **How Do G2 Users Rate Custify?** - **Scalability:** 9.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.2/10 (Category avg: 8.8/10) - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) **Who Is the Company Behind Custify?** - **Seller:** [Custify](https://www.g2.com/sellers/custify) - **Year Founded:** 2017 - **HQ Location:** Bucharest, Romania - **Twitter:** @CustifySRL (628 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18314355/ (43 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:** 64% Small-Business, 33% Mid-Market #### What Are Custify's Pros and Cons? **Pros:** - Ease of Use (121 reviews) - Customer Support (82 reviews) - Intuitive (54 reviews) - Automation (48 reviews) - Integrations (48 reviews) **Cons:** - Missing Features (29 reviews) - Email Functionality (20 reviews) - Limited Customization (20 reviews) - Learning Curve (17 reviews) - Not Intuitive (17 reviews) ### What Do G2 Reviewers Say About Custify? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Custify, benefiting from its intuitive features for customer management. - Users praise the **exceptional customer support** from Custify, always available and responsive to their needs. - Users find Custify **intuitive and user-friendly** , enabling seamless use across various departments with minimal support required. - Users value the **robust automation** in Custify, enhancing collaboration and efficiency in customer success management. - Users value the **seamless integration options** offered by Custify, enhancing their adaptability and data management capabilities. **Cons:** - Users note **missing features** like improved tracking, communication options, and documentation, limiting overall effectiveness of Custify. - Users highlight the **limited email functionality** of Custify, noting the need for better tracking and reporting features. - Users face **limited customization** options in Custify, hindering their ability to optimize the interface and data management. - Users find the **learning curve steep** , making initial setup and understanding usage challenging for some businesses. - Users find Custify's interface **not intuitive** , struggling with navigation, customizations, and overloaded settings. #### What Are Recent G2 Reviews of Custify? **"[Custify’s AI Summaries and Sentiment Analysis Save Us Time](https://www.g2.com/survey_responses/custify-review-13101484)"** **Rating:** 5.0/5.0 stars *— Marja K.* [Read full review](https://www.g2.com/survey_responses/custify-review-13101484) --- **"[Custify Streamlines Customer Data with Intuitive, Actionable Automation](https://www.g2.com/survey_responses/custify-review-13094699)"** **Rating:** 5.0/5.0 stars *— Jan W.* [Read full review](https://www.g2.com/survey_responses/custify-review-13094699) --- #### What Are G2 Users Discussing About Custify? - [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for) ### 6. [Vitally](https://www.g2.com/products/vitally/reviews) Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals. **Average Rating:** 4.5/5.0 **Total Reviews:** 694 **How Do G2 Users Rate Vitally?** - **Scalability:** 8.8/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.8/10 (Category avg: 8.8/10) - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Vitally?** - **Seller:** [Vitally](https://www.g2.com/sellers/vitally) - **Company Website:** https://vitally.io - **Year Founded:** 2017 - **HQ Location:** New York - **Twitter:** @vitally_io (474 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11075131/ (135 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, CSM - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Mid-Market, 41% Small-Business #### What Are Vitally's Pros and Cons? **Pros:** - Ease of Use (46 reviews) - Integrations (28 reviews) - Intuitive (23 reviews) - Customization (22 reviews) - Automation (21 reviews) **Cons:** - Complexity (16 reviews) - Integration Issues (11 reviews) - Learning Curve (10 reviews) - Not Intuitive (9 reviews) - Steep Learning Curve (9 reviews) ### What Do G2 Reviewers Say About Vitally? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Vitally, highlighting its intuitive interface and effective automation features. - Users appreciate the **easy integrations** of Vitally, enhancing workflow efficiency across departments with seamless connectivity. - Users love the **intuitive interface** of Vitally, making it easy for both admins and end users to navigate. - Users love the **100% customization** of Vitally, enabling them to tailor the platform to their specific needs. - Users value the **automation capabilities** of Vitally, enhancing efficiency and streamlining workflows for managing client interactions. **Cons:** - Users find the **complexity of Vitally** overwhelming, requiring significant time and effort for effective setup and understanding. - Users express a desire for more **native integration options** with Vitally, highlighting the challenges of work-arounds. - Users find the **learning curve challenging** , requiring time and investment for effective onboarding and customization. - Users find Vitally to be **not intuitive** , requiring significant time and effort to understand and customize effectively. - Users find the **steep learning curve** of Vitally challenging, requiring significant time and effort for effective use. #### What Are Recent G2 Reviews of Vitally? **"[Solid Tool with Room for Improvement](https://www.g2.com/survey_responses/vitally-review-12770363)"** **Rating:** 4.0/5.0 stars *— Satwik K.* [Read full review](https://www.g2.com/survey_responses/vitally-review-12770363) --- **"[A Truly Excellent Tool](https://www.g2.com/survey_responses/vitally-review-11904290)"** **Rating:** 5.0/5.0 stars *— Kirsten B.* [Read full review](https://www.g2.com/survey_responses/vitally-review-11904290) --- #### What Are G2 Users Discussing About Vitally? - [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for) ### 7. [Totango](https://www.g2.com/products/totango/reviews) Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,140 **How Do G2 Users Rate Totango?** - **Scalability:** 8.3/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.2/10 (Category avg: 8.8/10) - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) **Who Is the Company Behind Totango?** - **Seller:** [Totango](https://www.g2.com/sellers/totango) - **Company Website:** https://www.totango.com - **Year Founded:** 2010 - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (124 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, CSM - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 22% Small-Business #### What Are Totango's Pros and Cons? **Pros:** - Ease of Use (202 reviews) - Helpful (98 reviews) - Customer Support (95 reviews) - Efficiency (94 reviews) - Customization (93 reviews) **Cons:** - Learning Curve (83 reviews) - Integration Issues (62 reviews) - Missing Features (54 reviews) - Limited Customization (47 reviews) - Steep Learning Curve (46 reviews) ### What Do G2 Reviewers Say About Totango? *AI-generated summary from verified user reviews* **Pros:** - Users find Totango to be **easy to use and set up** , greatly enhancing their account tracking and management. - Users appreciate the **helpful functionality** of Totango, streamlining their tasks and enhancing customer engagement effectively. - Users value the **exceptional customer support** of Totango, enhancing their experience and facilitating efficient account management. - Users benefit from the **efficiency** of Totango, streamlining workflows and enabling quick access to customer insights anytime, anywhere. - Users value the **customization features** of Totango, enhancing account management and improving customer onboarding processes. **Cons:** - Users find the **steep learning curve** challenging due to overwhelming data and a lack of educational resources. - Users face **integration issues** with Salesforce and APIs, making the experience less seamless than desired. - Users find the **missing features** in Totango limiting, with requests for improved analysis tools and notifications. - Users find **limited customization** options in Totango, which can hinder their ability to personalize the experience effectively. - Users find the **steep learning curve** of Totango challenging, citing overwhelming features and a lack of educational resources. #### What Are Recent G2 Reviews of Totango? **"[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)"** **Rating:** 4.0/5.0 stars *— Dragomir L.* [Read full review](https://www.g2.com/survey_responses/totango-review-9508942) --- **"[Beautiful, Visual Customer Data Platform That Beats Spreadsheets](https://www.g2.com/survey_responses/totango-review-12594697)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/totango-review-12594697) --- #### What Are G2 Users Discussing About Totango? - [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote ### 8. [Certinia CS Cloud](https://www.g2.com/products/certinia-cs-cloud/reviews) Certinia CS Cloud: The Unified Customer Success Platform Certinia CS Cloud is the only customer success solution built natively on the Salesforce platform. By unifying data across Sales, Professional Services, and Support, it eliminates the "Transition Gap" and provides a single, secure source of truth to drive consistent value realization and maximize Net Revenue Retention (NRR). Drive Consistent Action with Dynamic Playbooks Standardize success motions across your organization. Dynamic Playbooks use intelligent automation to trigger customized workflows based on business policies and customer signals. For example, a dip in a health score immediately initiates a tailored retention playbook to ensure proactive, consistent team action. Shorten Time-to-Value with Shared Context Eliminate the structural friction that stalls post-sales momentum. By sharing the same Salesforce data architecture as PS Cloud, CS Cloud captures specific business challenges from the initial sale to define implementation priorities. This ensures CSMs enter every relationship with full context, not playing catch-up. Enhance Visibility with Customer Account Summaries Get an instant, high-fidelity overview of account health. Customer Account Summaries provide CSMs with a concise digest of activities, key stakeholders, and strategic insights. This enables faster meeting preparation and more meaningful executive conversations without the need for manual data mining across siloed tools. Accelerate Success with Marketing Cloud Integration Execute highly personalized customer journeys. The native Salesforce Marketing Cloud integration empowers CS teams to trigger automated communications directly from within your marketing platform. This drives product adoption and revenue with precision by aligning success triggers with professional marketing engagement. Prove Value through the Shared Success Portal Break down the wall between your team and your customers. The Shared Success Portal provides a dedicated space for clients to track progress toward objectives. Surface "realized value" dashboards, to make it easy for stakeholders to justify renewals and maintain long-term momentum. **Average Rating:** 4.4/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Certinia CS Cloud?** - **Scalability:** 8.7/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.4/10 (Category avg: 8.8/10) - **Ease of Use:** 7.5/10 (Category avg: 8.9/10) **Who Is the Company Behind Certinia CS Cloud?** - **Seller:** [Certinia](https://www.g2.com/sellers/certinia) - **Company Website:** https://certinia.com/ - **Year Founded:** 2009 - **HQ Location:** Austin, TX - **Twitter:** @CertiniaInc (12,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/certinia/ (981 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 44% Mid-Market, 38% Enterprise #### What Are Recent G2 Reviews of Certinia CS Cloud? **"[An automated tool for managing professional services.](https://www.g2.com/survey_responses/certinia-cs-cloud-review-9018511)"** **Rating:** 5.0/5.0 stars *— Shiv S.* [Read full review](https://www.g2.com/survey_responses/certinia-cs-cloud-review-9018511) --- **"[MY REVIEW FOR CERTINIA PS CLOUD](https://www.g2.com/survey_responses/certinia-cs-cloud-review-11200574)"** **Rating:** 5.0/5.0 stars *— M A.* [Read full review](https://www.g2.com/survey_responses/certinia-cs-cloud-review-11200574) --- ### 9. [Freshdesk Customer Success](https://www.g2.com/products/freshdesk-customer-success/reviews) Freshdesk Customer Success is a Customer Success Management platform that helps B2B companies maximize customer value. **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Freshdesk Customer Success?** - **Scalability:** 8.8/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.3/10 (Category avg: 8.8/10) - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) **Who Is the Company Behind Freshdesk Customer Success?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®) - **Ownership:** NASDAQ: FRSH **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 41% Mid-Market, 32% Small-Business #### What Are Freshdesk Customer Success's Pros and Cons? **Pros:** - Case Management (2 reviews) - Ease of Use (2 reviews) - Automation (1 reviews) - Connectivity (1 reviews) - Customer Support (1 reviews) **Cons:** - Difficult Reporting (1 reviews) - Slow Performance (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Freshdesk Customer Success? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of managing large support teams** and tracking customer support tickets efficiently with Freshdesk. - Users love the **ease of use** of Freshdesk, appreciating its user-friendly interface and straightforward setup process. - Users value the **ease of creating automation rules** for efficiently managing task assignments in Freshdesk. - Users value the **easy connectivity** of Freshdesk Customer Success, seamlessly integrating with various tools for enhanced efficiency. - Users highlight the **quick and effective customer support** from Freshdesk, making onboarding and assistance seamless. **Cons:** - Users find the **difficult reporting** of Freshdesk Customer Success challenging, suggesting improvements for better interface and insights. - Users experience **slow performance** with Freshdesk Customer Success, hindering their overall experience and efficiency. - Users note that **the platform's interface and speed** could be significantly enhanced for a better experience. #### What Are Recent G2 Reviews of Freshdesk Customer Success? **"[Effortless Team Management and Ticket Handling](https://www.g2.com/survey_responses/freshdesk-customer-success-review-12183970)"** **Rating:** 5.0/5.0 stars *— Faizan A.* [Read full review](https://www.g2.com/survey_responses/freshdesk-customer-success-review-12183970) --- **"[Freshdesk is like Fresh-success tool !](https://www.g2.com/survey_responses/freshdesk-customer-success-review-11732559)"** **Rating:** 4.5/5.0 stars *— Mushir K.* [Read full review](https://www.g2.com/survey_responses/freshdesk-customer-success-review-11732559) --- #### What Are G2 Users Discussing About Freshdesk Customer Success? - [Is customer success same as customer support?](https://www.g2.com/discussions/is-customer-success-same-as-customer-support) - 1 comment - [What is Freshworks CRM?](https://www.g2.com/discussions/what-is-freshworks-crm) - [Which of the following features are present in Freshdesk?](https://www.g2.com/discussions/which-of-the-following-features-are-present-in-freshdesk) ### 10. [Velaris](https://www.g2.com/products/velaris/reviews) Velaris is the intelligent AI system for managing customers at scale. It centralizes your customer data, analyzes it to surface health signals, automates admin work and helps you stay on top of your tasks. Track everything that's happening with your customers in one place. Get alerted to churn risk and expansion opportunity with AI-augmented health scores. Automate repetitive tasks with AI agents and agentic workflows. Standardize processes with repeatable playbooks. Organize projects and docs in an AI-augmented collaborative workspace. Request a demo to see our agentic platform in action. **Average Rating:** 4.5/5.0 **Total Reviews:** 125 **How Do G2 Users Rate Velaris?** - **Scalability:** 8.8/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.7/10 (Category avg: 8.8/10) - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) **Who Is the Company Behind Velaris?** - **Seller:** [Velaris](https://www.g2.com/sellers/velaris) - **Company Website:** https://www.velaris.io/ - **HQ Location:** London - **LinkedIn® Page:** https://www.linkedin.com/company/velaris/ (121 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Mid-Market, 42% Small-Business #### What Are Velaris's Pros and Cons? **Pros:** - Automation (5 reviews) - AI Integration (4 reviews) - Ease of Use (4 reviews) - Customer Support (3 reviews) - Insights (3 reviews) **Cons:** - Implementation Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About Velaris? *AI-generated summary from verified user reviews* **Pros:** - Users love the **easy automation tools** in Velaris, significantly streamlining customer management processes and enhancing efficiency. - Users love the **sophisticated AI integration** in Velaris, seamlessly enhancing workflows and improving customer insights. - Users love the **ease of use** in Velaris, enjoying a streamlined experience that enhances team efficiency and customization. - Users praise Velaris for its **exceptional customer support** , providing responsive assistance tailored to unique business needs. - Users value Velaris for its **intuitive UI and responsive support** , enhancing customization and customer management significantly. **Cons:** - Users find **implementation issues** with data mapping, though support from the Velaris team helps resolve them. - Users find the **learning curve challenging** , making it initially difficult to navigate the Velaris platform. - Users wish for more **customization options** in the interface, particularly in the Cockpit feature. - Users are disappointed by the **lack of shareable Success Plans** , limiting collaboration with customers until 2025. - Users feel that **data presentation could be more intuitive** , impacting ease of access and overall user experience. #### What Are Recent G2 Reviews of Velaris? **"[Comprehensive CRM with Powerful Integrations](https://www.g2.com/survey_responses/velaris-review-12457542)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/velaris-review-12457542) --- **"[Powerful CS management tool, easy to use with an outstanding team](https://www.g2.com/survey_responses/velaris-review-12441225)"** **Rating:** 5.0/5.0 stars *— Jéssica L.* [Read full review](https://www.g2.com/survey_responses/velaris-review-12441225) --- ### 11. [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here! **Average Rating:** 4.5/5.0 **Total Reviews:** 656 **How Do G2 Users Rate Catalyst?** - **Scalability:** 8.6/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10) - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Catalyst?** - **Seller:** [Totango](https://www.g2.com/sellers/totango) - **Company Website:** https://www.totango.com - **Year Founded:** 2010 - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (124 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:** 75% Mid-Market, 13% Small-Business #### What Are Catalyst's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Automation (19 reviews) - Customer Engagement (19 reviews) - Integrations (19 reviews) - User Interface (19 reviews) **Cons:** - Learning Curve (14 reviews) - Integration Issues (13 reviews) - Missing Features (11 reviews) - Not Intuitive (11 reviews) - Limited Customization (10 reviews) ### What Do G2 Reviewers Say About Catalyst? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive interface** of Catalyst, which simplifies account management and enhances customer engagement efficiency. - Users value the **automation features** of Catalyst, enhancing efficiency and proactive engagement in customer success management. - Users appreciate how Catalyst enhances **customer engagement** through intuitive tools and effective automation for relationship building. - Users appreciate the **seamless integrations** of Catalyst, enhancing data consistency and simplifying customer success operations. - Users value the **intuitive interface** of Catalyst, praising its clean design and ease of navigation for effective customer success. **Cons:** - Users note a significant **learning curve** with Catalyst, particularly for those new to customer success platforms. - Users face **integration issues** with Catalyst, hindering effective tracking and communication across different systems. - Users note **missing features** in Catalyst, particularly lacking integrations and limited customization, hindering overall productivity. - Users find the **interface not intuitive** , struggling with basic tasks and experiencing frequent complications in usage. - Users find **customization options limited** , wishing for more flexibility in dashboard and integration setup. #### What Are Recent G2 Reviews of Catalyst? **"[Chat and Email-to-File Features Make Workflows Effortless](https://www.g2.com/survey_responses/catalyst-review-12459474)"** **Rating:** 5.0/5.0 stars *— Kelli W.* [Read full review](https://www.g2.com/survey_responses/catalyst-review-12459474) --- **"[Customer Health Monitoring That Simplifies Usage Tracking and Renewals](https://www.g2.com/survey_responses/catalyst-review-12905872)"** **Rating:** 4.0/5.0 stars *— Jai M.* [Read full review](https://www.g2.com/survey_responses/catalyst-review-12905872) --- #### What Are G2 Users Discussing About Catalyst? - [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different) - [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios) - [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for) - [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking) ### 12. [Hook](https://www.g2.com/products/hook-technology/reviews) Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers engage with your team and product to know when things are going well, and when things aren't going as expected. Hook helps your team to take action by triggering engagement through emails and nudges, and we measure what works. Through predictive machine learning, we take the guesswork out of your day to day and focus your time where it matters most. Visit us at hook.co and follow @hook-technology on Linkedin **Average Rating:** 4.7/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Hook?** - **Scalability:** 9.1/10 (Category avg: 8.8/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.0/10 (Category avg: 8.8/10) - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) **Who Is the Company Behind Hook?** - **Seller:** [Hook](https://www.g2.com/sellers/hook-75b3ae03-b377-4473-833d-90fbacb13a44) - **Year Founded:** 2020 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/hook-technology/ (81 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 85% Mid-Market, 11% Enterprise #### What Are Hook's Pros and Cons? **Pros:** - Insights (4 reviews) - Intuitive (4 reviews) - Reporting (4 reviews) - Visibility (4 reviews) - User Interface (3 reviews) **Cons:** - Note Management (3 reviews) - Dashboard Issues (2 reviews) - Data Delays (2 reviews) - Data Inaccuracy (2 reviews) - Inaccurate Forecasting (2 reviews) ### What Do G2 Reviewers Say About Hook? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automated, actionable insights** from Hook that enhance customer engagement and drive data-driven decision-making. - Users appreciate the **intuitive dashboards** of Hook, facilitating easy access to vital customer usage data. - Users value the **granular reporting and insights** of Hook, which enhance customer management and drive growth effectively. - Users appreciate the **visibility of customer usage data** , making it easy to identify risks and growth opportunities. - Users praise Hook's **intuitive user interface** , which facilitates easy setup and effective data utilization. **Cons:** - Users find the **note management features frustrating** due to bugs and limitations, impacting their workflow and efficiency. - Users report **dashboard issues** with glitches and missing customer data, leading to annoyances during use. - Users experience **data delays** that impact the accuracy of customer metrics and suggested actions. - Users experienced **data inaccuracy** and delays in retrieval, affecting reliability before improvements were made. - Users face challenges with **inaccurate forecasting** , requiring time before data becomes reliable and useful for decision-making. #### What Are Recent G2 Reviews of Hook? **"[Flexible Automations and Insightful Chat Power Our Self-Serve Customer Journey](https://www.g2.com/survey_responses/hook-review-12573981)"** **Rating:** 5.0/5.0 stars *— Charlie D.* [Read full review](https://www.g2.com/survey_responses/hook-review-12573981) --- **"[Massive time-saver for CSM teams](https://www.g2.com/survey_responses/hook-review-12572980)"** **Rating:** 4.5/5.0 stars *— Collin W.* [Read full review](https://www.g2.com/survey_responses/hook-review-12572980) --- ### 13. [Kapta](https://www.g2.com/products/kapta/reviews) Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers? **Average Rating:** 4.7/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Kapta?** - **Scalability:** 9.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.1/10 (Category avg: 8.8/10) - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) **Who Is the Company Behind Kapta?** - **Seller:** [Kapta](https://www.g2.com/sellers/kapta) - **Year Founded:** 2008 - **HQ Location:** Boulder, CO. - **Twitter:** @kapta (1,520 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kapta/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 56% Mid-Market, 39% Small-Business #### What Are Kapta's Pros and Cons? **Pros:** - Account Management (1 reviews) - Customer Support (1 reviews) - Efficiency (1 reviews) - Intuitive (1 reviews) - Reporting (1 reviews) ### What Do G2 Reviewers Say About Kapta? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive reporting and customer support** in Kapta, enhancing account engagement and management efforts. - Users commend the **excellent customer support** of Kapta, enhancing their onboarding and overall experience greatly. - Users value the **efficiency** of Kapta, enabling effective tracking and engagement in account management. - Users appreciate the **intuitive reporting** and sentiment analysis in Kapta, enhancing account management and engagement strategies. - Users appreciate the **intuitive reporting** and sentiment analysis in Kapta, enhancing account engagement strategies effectively. #### What Are Recent G2 Reviews of Kapta? **"[A great account management platform to monitor and grow revenue with existing customers](https://www.g2.com/survey_responses/kapta-review-10803863)"** **Rating:** 5.0/5.0 stars *— Pam D.* [Read full review](https://www.g2.com/survey_responses/kapta-review-10803863) --- **"[Helpful Relationship Management Tool](https://www.g2.com/survey_responses/kapta-review-4651679)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/kapta-review-4651679) --- #### What Are G2 Users Discussing About Kapta? - [What is Kapta used for?](https://www.g2.com/discussions/what-is-kapta-used-for) ### 14. [Verint Voice of the Customer](https://www.g2.com/products/verint-verint-voice-of-the-customer/reviews) Verint® Voice of the Customer™ (formerly known as Experience Management™) empowers CX Leaders to optimize customer experiences in real-time. With Verint Voice of the Customer, companies can listen everywhere, act immediately, and analyze deeper than with any other experience management solution in the marketplace. Verint offers prescriptive VoC solutions across Web and Mobile, Enterprise-wide, and Location-Based experiences. As part of the Verint Platform, Verint Voice of the Customer allows CX leaders to close the Engagement Capacity Gap™ between customer expectations and budget or resources by: Deriving insights from data and AI Connecting organizational silos Leveraging CX orchestration and automation Examples of customer successes include: - Increasing NPS by 17 points - Realizing a 72% increase in BOPIS (buy online pickup in store) orders month-over-month - Cross-functional view of customer interactions enabling continuous CX improvements - Unlock the power of a unified customer experience! Contact us today. Verint wholly owns OpinionLab and ForeSee, both of which are now fully integrated parts of Verint Voice of the Customer (formerly known as Experience Management). **Average Rating:** 4.2/5.0 **Total Reviews:** 41 **How Do G2 Users Rate Verint Voice of the Customer?** - **Scalability:** 9.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.0/10 (Category avg: 8.8/10) - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) **Who Is the Company Behind Verint Voice of the Customer?** - **Seller:** [Verint](https://www.g2.com/sellers/verint) - **Year Founded:** 1994 - **HQ Location:** Melville, New York - **Twitter:** @Verint (7,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/verint (4,343 employees on LinkedIn®) - **Ownership:** Thoma Bravo **Who Uses This Product?** - **Top Industries:** Retail - **Company Size:** 50% Enterprise, 36% Mid-Market #### What Are Recent G2 Reviews of Verint Voice of the Customer? **"[Great Customer Feedback Insights for Our Store and Team](https://www.g2.com/survey_responses/verint-voice-of-the-customer-review-13090055)"** **Rating:** 5.0/5.0 stars *— Cam C.* [Read full review](https://www.g2.com/survey_responses/verint-voice-of-the-customer-review-13090055) --- **"[Effortless Post Interaction Surveys](https://www.g2.com/survey_responses/verint-voice-of-the-customer-review-8327708)"** **Rating:** 5.0/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/verint-voice-of-the-customer-review-8327708) --- #### What Are G2 Users Discussing About Verint Voice of the Customer? - [What is Verint Predictive Experience (formerly Verint ForeSee) used for?](https://www.g2.com/discussions/what-is-verint-predictive-experience-formerly-verint-foresee-used-for) - 1 comment ### 15. [Skalin](https://www.g2.com/products/skalin/reviews) Skalin helps B2B SaaS better onboard, engage and grow their customers with its 360° view, AI-powered Health Scores and powerful automation capabilities. Main Features: → Opportunities & threats in a single 360° Customer view → Health score to prevent churn and boost upselling → Smart alerts for shifting from reactive to proactive → Playbooks for delivering Success at scale 💻 More info: https://www.skalin.io/ 📅 Book a demo: https://www.skalin.io/book-demo **Average Rating:** 4.9/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Skalin?** - **Scalability:** 9.2/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.2/10 (Category avg: 8.8/10) - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Skalin?** - **Seller:** [Skalin](https://www.g2.com/sellers/skalin) - **Year Founded:** 2020 - **HQ Location:** Paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/skalin (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Small-Business, 45% Mid-Market #### What Are Skalin's Pros and Cons? **Pros:** - Automation (1 reviews) - Proactivity (1 reviews) ### What Do G2 Reviewers Say About Skalin? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation** provided by Skalin, streamlining portfolio management and enhancing monitoring efficiency. - Users value the **proactive monitoring** features of Skalin, enhancing their portfolio management and efficiency. #### What Are Recent G2 Reviews of Skalin? **"[Exceptional fluidity and responsiveness of CSM](https://www.g2.com/survey_responses/skalin-review-11980216)"** **Rating:** 5.0/5.0 stars *— Verified User in Transportation/Trucking/Railroad* [Read full review](https://www.g2.com/survey_responses/skalin-review-11980216) --- **"[Skalin: Efficiency and Simplicity for Proactive Customer Success](https://www.g2.com/survey_responses/skalin-review-12000176)"** **Rating:** 4.5/5.0 stars *— Agathe R.* [Read full review](https://www.g2.com/survey_responses/skalin-review-12000176) --- #### What Are G2 Users Discussing About Skalin? - [What is Skalin used for?](https://www.g2.com/discussions/what-is-skalin-used-for) ### 16. [Customerscore.io](https://www.g2.com/products/customerscore-io/reviews) Customerscore is the AI Customer Success platform with the most accurate predictive model on the market. It predicts each customer's next move — who's about to churn and who's ready to grow — from their own usage, billing, and history, explains exactly why, and helps your team act before it's too late. Most SaaS companies lose customers silently. The signals are there — dropping engagement, stalled adoption, payment issues — but no one connects the dots fast enough. By the time churn shows up in reports, the window to intervene has already closed. The churn signals are already in your data: - Engagement dropping - Feature adoption stalling - Low usage before upcoming renewals - Payment issues in Stripe How Customerscore works: 1. Connect your existing stack Stripe, Chargebee, HubSpot, Salesforce, Pipedrive, Mixpanel, PostHog, Segment, Intercom, Zendesk, Snowflake, Postgres — plus any internal source via API and SDK. Don't see your tool? We build custom integrations for any stack. 2. ML + AI predict every customer's next move — and tell you what drives your retention Our churn-risk and upsell models are trained on tens of thousands of SaaS users, then applied to each of your accounts individually — on its own usage, billing, and history — to predict what each customer will do next. You get the exact drivers behind every prediction and the know-how of what actually drives retention in your business. Not rule-based scoring that's generic for everyone — and therefore right for no one. 3. Ask and act, right where you work Ask anything about any customer in plain language — in Slack or in Claude, via our MCP. Get churn alerts in Slack, sync health scores and tasks into your CRM, or let the platform run the retention playbooks for you: personalized email sequences, follow-up drafts, in-app nudges. Common use cases: - Churn prevention: catch accounts when engagement drops, before they cancel - Renewal protection: proactive outreach to at-risk accounts ahead of renewal - Expansion: spot accounts ready to grow and trigger the right play - Onboarding: nudge customers when key features aren't being adopted Built for: Customer Success, Growth, and RevOps teams at B2B SaaS companies managing hundreds to thousands of accounts they can't watch by hand. Proof: Used by teams like tl;dv, Apify, awork, and Swat.io to catch silent churn and drive expansion — awork scores ~4,500 customers daily, including the accounts that used to slip away silently. White-glove onboarding, tied to your needs: The people who built the platform connect your data and tune your churn and upsell models to your business — your first scores in days, not a junior CSM and a ticket queue. Security: ISO 27001, GDPR, EU data residency. **Average Rating:** 4.8/5.0 **Total Reviews:** 41 **How Do G2 Users Rate Customerscore.io?** - **Scalability:** 9.4/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.6/10 (Category avg: 8.8/10) - **Ease of Use:** 9.5/10 (Category avg: 8.9/10) **Who Is the Company Behind Customerscore.io?** - **Seller:** [Customerscore.io](https://www.g2.com/sellers/customerscore-io) - **HQ Location:** Prague, Czechia - **LinkedIn® Page:** https://www.linkedin.com/company/customerscore-io/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Small-Business, 39% Mid-Market #### What Are Customerscore.io's Pros and Cons? **Pros:** - Automation (8 reviews) - Engagement Improvement (7 reviews) - Proactivity (7 reviews) - Ease of Use (6 reviews) - Customer Support (4 reviews) **Cons:** - Dependency Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Customerscore.io? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of CustomerScore.io, enhancing engagement and efficiency in customer interactions. - Users value the **high customer engagement** facilitated by CustomerScore.io's automation and segmentation features for optimal results. - Users value the **proactive insights** from Customerscore.io, allowing them to address customer needs before issues arise. - Users appreciate the **intuitive ease of use** of CustomerScore.io, enabling efficient customer engagement and management effortlessly. - Users love the **responsive customer support** from CustomerScore.io, ensuring a smooth and effective user experience. **Cons:** - Users note some **dependency issues** due to partial integration with CRM, but manage with helpful links. - Users note a **small learning curve** during setup, which may require some adjustment initially. - Users find the **limited customization** in reporting features somewhat restrictive, yet the overall experience remains smooth. #### What Are Recent G2 Reviews of Customerscore.io? **"[Fast setup, automated alerts and playbooks that surface churn risk early](https://www.g2.com/survey_responses/customerscore-io-review-12546935)"** **Rating:** 4.5/5.0 stars *— Samuel G.* [Read full review](https://www.g2.com/survey_responses/customerscore-io-review-12546935) --- **"[CustomerScore Makes Customer Health Clear and Keeps Me Proactive](https://www.g2.com/survey_responses/customerscore-io-review-12612255)"** **Rating:** 4.0/5.0 stars *— Michaela K.* [Read full review](https://www.g2.com/survey_responses/customerscore-io-review-12612255) --- ### 17. [Aviso](https://www.g2.com/products/aviso/reviews) Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 971 **How Do G2 Users Rate Aviso?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Aviso?** - **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) - **Company Website:** https://www.aviso.com - **Year Founded:** 2014 - **HQ Location:** Redwood City, CA - **Twitter:** @AvisoInc (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (373 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 42% Enterprise #### What Are Aviso's Pros and Cons? **Pros:** - Ease of Use (88 reviews) - Forecasting (68 reviews) - Features (54 reviews) - User Interface (46 reviews) - Efficiency (43 reviews) **Cons:** - Learning Curve (37 reviews) - Slow Loading (24 reviews) - Inaccurate Data (23 reviews) - Missing Features (23 reviews) - Slow Performance (23 reviews) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Aviso, benefiting from intuitive filters and clean dashboards for quick access. - Users commend the **AI prediction feature** in Aviso that enhances quarterly forecasting and focuses on individual performance. - Users appreciate the **user-friendly and comprehensive features** of Aviso, enhancing their sales forecasting experience. - Users appreciate the **clean and organized user interface** of Aviso, allowing for efficient navigation and valuable insights. - Users commend Aviso for its **efficiency** , simplifying forecasts and enhancing data organization for better decision-making. **Cons:** - Users struggle with a **challenging learning curve** , finding setup and prospect additions time-consuming and confusing. - Users experience **slow loading times** with Aviso, often waiting 10+ seconds for each page to refresh. - Users experience **inaccurate data** with Salesforce integration, causing issues with opportunity tracking and unreliable AI forecasts. - Users find Aviso's **missing features** limiting and seek improvements for more efficient forecasting and usability. - Users report **slow performance** with Aviso, facing lag, freezes, and long load times affecting their productivity. #### What Are Recent G2 Reviews of Aviso? **"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"** **Rating:** 4.0/5.0 stars *— Tushar P.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12792275) --- **"[Aviso Simplifies Sales Forecasting and Keeps Us on Track](https://www.g2.com/survey_responses/aviso-review-10761402)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-10761402) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 18. [TeamSupport](https://www.g2.com/products/teamsupport/reviews) 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 Use:** 8.8/10 (Category avg: 8.9/10) **Who Is the Company Behind TeamSupport?** - **Seller:** [TeamSupport](https://www.g2.com/sellers/teamsupport) - **Year Founded:** 2008 - **HQ Location:** Dallas, TX - **Twitter:** @TeamSupport (13,505 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/teamsupport-com/ (62 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% Mid-Market, 39% Small-Business #### What Are TeamSupport's Pros and Cons? **Pros:** - Features (17 reviews) - Ease of Use (16 reviews) - Helpful (15 reviews) - Customer Support (12 reviews) - Automation (8 reviews) **Cons:** - Search Functionality (5 reviews) - Slow Loading (5 reviews) - Ticketing Issues (5 reviews) - Inadequate Search Functionality (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About TeamSupport? *AI-generated summary from verified user reviews* **Pros:** - Users value TeamSupport for its **comprehensive features** , enhancing efficiency and improving technical support task management. - Users find TeamSupport's interface to be **easy to use** , enhancing efficiency in daily tasks and support services. - Users value the **helpful support** from TeamSupport, appreciating ongoing assistance and organized sessions for issue resolution. - Users value the **exceptional customer support** from TeamSupport, highlighting their patience, communication, and effective assistance. - Users value the **automation capabilities** of TeamSupport, enhancing customer support and streamlining data management effectively. **Cons:** - Users find the **search functionality lacking** , struggling with accuracy and the ability to filter effectively. - Users find TeamSupport's **slow loading** speeds frustrating, impacting their ability to manage tickets efficiently. - Users face **ticketing issues** including login bugs, insufficient filtering options, and problematic search functionalities. - Users criticize the **inadequate search functionality** that limits effective reference and bulk editing of tickets. - Users find the **steep learning curve** of TeamSupport challenging, complicating navigation and feature mastery initially. #### What Are Recent G2 Reviews of TeamSupport? **"[Excellent B2B Communication Office with Continuous Enhancements](https://www.g2.com/survey_responses/teamsupport-review-8885777)"** **Rating:** 5.0/5.0 stars *— Kari B.* [Read full review](https://www.g2.com/survey_responses/teamsupport-review-8885777) --- **"[TeamSupport Simplifies Multi-Client Ticket Tracking with Helpful Performance Metrics](https://www.g2.com/survey_responses/teamsupport-review-12433366)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/teamsupport-review-12433366) --- #### What Are G2 Users Discussing About TeamSupport? - [What is TeamSupport used for?](https://www.g2.com/discussions/what-is-teamsupport-used-for) - 1 comment, 1 upvote ### 19. [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives. **Average Rating:** 4.4/5.0 **Total Reviews:** 420 **How Do G2 Users Rate ClientSuccess?** - **Scalability:** 8.1/10 (Category avg: 8.8/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.3/10 (Category avg: 8.8/10) - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) **Who Is the Company Behind ClientSuccess?** - **Seller:** [ClientSuccess](https://www.g2.com/sellers/clientsuccess) - **Year Founded:** 2014 - **HQ Location:** American Fork, UT - **Twitter:** @clientsuccess (2,157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3595230/ (38 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Director of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Mid-Market, 42% Small-Business #### What Are ClientSuccess's Pros and Cons? **Pros:** - Client Management (2 reviews) - Customer Support (2 reviews) - Integrations (2 reviews) - Analytics (1 reviews) - Automation (1 reviews) **Cons:** - Field Limitations (1 reviews) - Limited Customization (1 reviews) - Limited Features (1 reviews) - Poor UI Design (1 reviews) ### What Do G2 Reviewers Say About ClientSuccess? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective client management** capabilities of ClientSuccess, enabling detailed tracking and improved customer support. - Users value the **exceptional customer support** of ClientSuccess, enhancing their daily operations and customer interactions. - Users value the **engagement integration with Outlook** , enhancing customer support and meeting preparedness significantly. - Users value the **comprehensive analytics** of ClientSuccess, enhancing customer support through effective tracking and integration tools. - Users value the **automation features** of ClientSuccess, enhancing their ability to support customers efficiently. **Cons:** - Users express frustration over **field limitations** in ClientSuccess, restricting the number of active goals per client. - Users are frustrated with the **limited customization** options in ClientSuccess, particularly regarding active goals for clients. - Users find the **limited features** of ClientSuccess restrictive, particularly regarding the number of active goals per client. - Users feel the **UI design is unnecessarily complicated** , suggesting that a simpler interface would enhance usability. #### What Are Recent G2 Reviews of ClientSuccess? **"[ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting](https://www.g2.com/survey_responses/clientsuccess-review-12477654)"** **Rating:** 4.5/5.0 stars *— Hannah O.* [Read full review](https://www.g2.com/survey_responses/clientsuccess-review-12477654) --- **"[Customer Success Manager](https://www.g2.com/survey_responses/clientsuccess-review-10802123)"** **Rating:** 5.0/5.0 stars *— Denise S.* [Read full review](https://www.g2.com/survey_responses/clientsuccess-review-10802123) --- #### What Are G2 Users Discussing About ClientSuccess? - [What is ClientSuccess used for?](https://www.g2.com/discussions/what-is-clientsuccess-used-for) - [What does customer success manager do?](https://www.g2.com/discussions/what-does-customer-success-manager-do) - [How much does Gainsight cost?](https://www.g2.com/discussions/clientsuccess-how-much-does-gainsight-cost) - [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment - [What is customer success platform?](https://www.g2.com/discussions/what-is-customer-success-platform) ### 20. [ZapScale](https://www.g2.com/products/zapscale/reviews) ZapScale is an AI-powered customer success platform for B2B SaaS companies, designed for CS organizations to help them foster stronger customer relationships. Designed to reduce customer churn, improve retention and drive upsell opportunities, ZapScale gives your CS team AI-driven the insights, automation and predictive analytics that you need to truly understand and support each customer. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate ZapScale?** - **Scalability:** 9.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.7/10) - **Performance & Reliability:** 9.4/10 (Category avg: 8.8/10) - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind ZapScale?** - **Seller:** [ZapScale Inc. ](https://www.g2.com/sellers/zapscale-inc) - **Year Founded:** 2021 - **HQ Location:** Delaware, US - **Twitter:** @ZapScale (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zapscale/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Small-Business, 45% Mid-Market #### What Are ZapScale's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Centralized Information (4 reviews) - Customization (4 reviews) - Engagement Improvement (4 reviews) - Efficiency (3 reviews) **Cons:** - Slow Performance (3 reviews) - Missing Features (2 reviews) - Complexity (1 reviews) - Data Inaccuracy (1 reviews) - Data Overload (1 reviews) ### What Do G2 Reviewers Say About ZapScale? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **extraordinary customer support** provided by ZapScale, enhancing their overall experience and satisfaction. - Users value the **centralized information** from ZapScale, enabling easy access to customer data and efficient health monitoring. - Users value the **customization** options in ZapScale, allowing tailored KPIs and personalized dashboards for improved productivity. - Users value the **enhanced customer engagement** capabilities of ZapScale, significantly improving retention and overall satisfaction. - Users appreciate the **efficient tracking of KPIs** in ZapScale, enabling quick adjustments and improved operational performance. **Cons:** - Users find that **slow performance** affects the loading time of pages and data accuracy in ZapScale. - Users note that some **important features are missing** , which limits the tool's effectiveness for complex business needs. - Users find the **UI complexity** of ZapScale challenging, suggesting that simplification could enhance their experience. - Users note that the **data inaccuracy** in ZapScale affects their trust and overall experience with the product. - Users feel overwhelmed by **data overload** , with too many tasks and limited customization affecting their efficiency. #### What Are Recent G2 Reviews of ZapScale? **"[Predicts Churn](https://www.g2.com/survey_responses/zapscale-review-11287675)"** **Rating:** 4.0/5.0 stars *— Anshika S.* [Read full review](https://www.g2.com/survey_responses/zapscale-review-11287675) --- **"[“ZapScale: The Backbone of Modern Customer Success Operations”](https://www.g2.com/survey_responses/zapscale-review-11736934)"** **Rating:** 4.5/5.0 stars *— Pankaj V.* [Read full review](https://www.g2.com/survey_responses/zapscale-review-11736934) --- ### 21. [Meza AI](https://www.g2.com/products/meza-ai/reviews) Meza AI is the command center for customer revenue growth, built for the AI era. CROs, Customer Success, and Revenue leaders get one unified workspace with real-time intelligence, automation, and AI copilots to protect revenue, prevent churn, and drive expansion. Instead of juggling scattered tools and reactive workflows, teams run on Meza’s centralized “home base” - combining health scoring to predict risks, AI-driven playbooks to guide action, success plans to align stakeholders, expansion signals to surface CSQLs, and journey automation to engage customers at scale. With Meza AI, companies shift from firefighting to proactive growth - scaling customer success without scaling headcount. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Meza AI?** - **Scalability:** 10.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.7/10) - **Performance & Reliability:** 10.0/10 (Category avg: 8.8/10) - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Meza AI?** - **Seller:** [Meza AI](https://www.g2.com/sellers/meza-ai) - **Year Founded:** 2025 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/meza-ai/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Meza AI's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Easy Setup (5 reviews) - Implementation Ease (4 reviews) - Customer Success (3 reviews) - Ease of Use (3 reviews) ### What Do G2 Reviewers Say About Meza AI? *AI-generated summary from verified user reviews* **Pros:** - Users commend Meza AI for its **world-class customer support** , appreciating the prompt and helpful assistance provided. - Users appreciate the **easy setup** of Meza AI, with quick integration and fantastic customer support. - Users appreciate the **implementation ease** of Meza AI, highlighting its quick integration and responsive customer support. - Users appreciate Meza AI's **exceptional customer success and support** , receiving quick insights and smooth integration. - Users appreciate the **ease of use** of Meza AI, highlighting its quick implementation and seamless integration. #### What Are Recent G2 Reviews of Meza AI? **"[Easy One-Day Integration with Powerful Sentiment Insights](https://www.g2.com/survey_responses/meza-ai-review-13094737)"** **Rating:** 5.0/5.0 stars *— David M.* [Read full review](https://www.g2.com/survey_responses/meza-ai-review-13094737) --- **"[Fast Integration and Great Support](https://www.g2.com/survey_responses/meza-ai-review-12984694)"** **Rating:** 5.0/5.0 stars *— Riya S.* [Read full review](https://www.g2.com/survey_responses/meza-ai-review-12984694) --- ### 22. [Statisfy Agentic Customer Success Platform](https://www.g2.com/products/statisfy-agentic-customer-success-platform/reviews) Statisfy’s Agentic Customer Success Platform is built to automate and streamline complex customer success workflows. Our Health Agent manages account health and provides recommended best next steps, boosting both renewals and expansion. Our Meeting Agent automates the entire meeting lifecycle, increasing productivity and therefore revenue per employee. And our Knowledge Agent makes customer insights accessible and useful to every person in the organization, improving organizational agility and accelerating decision-making. **Average Rating:** 4.8/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Statisfy Agentic Customer Success Platform?** - **Scalability:** 8.3/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.7/10) - **Performance & Reliability:** 6.7/10 (Category avg: 8.8/10) - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Statisfy Agentic Customer Success Platform?** - **Seller:** [Statisfy](https://www.g2.com/sellers/statisfy) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/statisfy (29 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software - **Company Size:** 56% Mid-Market, 25% Small-Business #### What Are Statisfy Agentic Customer Success Platform's Pros and Cons? **Pros:** - Customer Support (6 reviews) - Ease of Use (6 reviews) - Efficiency (5 reviews) - Artificial Intelligence (4 reviews) - Time-saving (4 reviews) **Cons:** - Automation Issues (2 reviews) - Difficult Reporting (2 reviews) - Improvements Needed (2 reviews) - Missing Features (2 reviews) - Poor Reporting (2 reviews) ### What Do G2 Reviewers Say About Statisfy Agentic Customer Success Platform? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **world-class customer support** from Statisfy, ensuring efficient implementation and responsiveness to needs. - Users find the **ease of use** in Statisfy Agentic platform essential for enhancing productivity and streamlining workflows. - Users appreciate the **efficiency** of Statisfy, effectively saving time and enhancing productivity through streamlined customer insights. - Users appreciate the **AI-powered insights** from Statisfy, enhancing efficiency and transforming customer data into actionable intelligence. - Users value the **time-saving efficiency** of Statisfy, streamlining customer insights for proactive decision-making. **Cons:** - Users find that the **automation issues** hinder effective use of insights and integration, limiting overall platform efficiency. - Users find the **difficult reporting** aspect of Statisfy Agentic challenging, desiring improved analytics and actionable insights. - Users suggest that **documentation and analytics improvements** are essential for enhancing usability and effectiveness of the platform. - Users note the **missing features** of Statisfy Agentic, but improvements are on the roadmap for future enhancements. - Users feel that the **poor reporting** limits insights, lacking depth and automation for effective decision-making. #### What Are Recent G2 Reviews of Statisfy Agentic Customer Success Platform? **"[Statisfy — AI-First Platform with Flexible Integrations and Stellar Onboarding](https://www.g2.com/survey_responses/statisfy-agentic-customer-success-platform-review-13049815)"** **Rating:** 5.0/5.0 stars *— Rishiraj B.* [Read full review](https://www.g2.com/survey_responses/statisfy-agentic-customer-success-platform-review-13049815) --- **"[Statisfy Turns Scattered Customer Data into Clear, Proactive Insights](https://www.g2.com/survey_responses/statisfy-agentic-customer-success-platform-review-12304482)"** **Rating:** 5.0/5.0 stars *— Danish M.* [Read full review](https://www.g2.com/survey_responses/statisfy-agentic-customer-success-platform-review-12304482) --- ### 23. [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: 8.8/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.7/10) - **Performance & Reliability:** 8.5/10 (Category avg: 8.8/10) - **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:** https://www.linkedin.com/company/13301853/ (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% Mid-Market, 22% Small-Business #### What Are Recent G2 Reviews of CustomerSuccessBox? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About CustomerSuccessBox? - [What is CustomerSuccessBox used for?](https://www.g2.com/discussions/what-is-customersuccessbox-used-for) ### 24. [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: 8.8/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.7/10) - **Performance & Reliability:** 7.7/10 (Category avg: 8.8/10) - **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:** https://www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach (116 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2739348/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Mid-Market, 31% Small-Business #### What Are Cloud Coach's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Project Management (44 reviews) - Integrations (42 reviews) - Easy Integration (33 reviews) - Salesforce Integration (32 reviews) **Cons:** - Learning Curve (24 reviews) - Complexity (20 reviews) - Missing Features (15 reviews) - Limited Customization (13 reviews) - Complex Usability (12 reviews) ### What Do G2 Reviewers Say About Cloud Coach? *AI-generated summary from verified user reviews* **Pros:** - Users find Cloud Coach to be **user-friendly** , enhancing productivity and collaboration with its seamless project management capabilities. - Users commend Cloud Coach for its **seamless integration with Salesforce** , enhancing project management and accessibility significantly. - Users value the **seamless integration with Salesforce** , enhancing visibility into projects and improving collaboration. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing efficiency and customization for their needs. - Users love the **seamless Salesforce integration** of Cloud Coach, enhancing project visibility and streamlining implementation tasks. **Cons:** - Users find the **steep learning curve** of Cloud Coach intimidating, making initial use challenging and complex. - Users find Cloud Coach to have a **steep learning curve and overwhelming complexity** , making navigation challenging for newcomers. - Users feel the **missing features** in Cloud Coach limit its functionality and have expressed a desire for enhancements. - Users find **limited customization** options in Cloud Coach lead to complexity and clutter in their projects. - Users find Cloud Coach's interface to be **cumbersome and overly complex** , making it challenging for new users to navigate. #### 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 ### 25. [RetainSure](https://www.g2.com/products/retainsure/reviews) RetainSure – The AI Customer Success Manager RetainSure helps B2B subscription businesses streamline Customer Success by giving CSMs and Account Managers everything they need to reduce churn, drive adoption, and save hours every week. 1. Spot churn risk and expansion opportunities early Move beyond traditional health scores. RetainSure analyzes product usage, conversations, tickets, and external signals to highlight the exact accounts that need attention, with clear, actionable insights your team can trust. 2. Get all customer data in one place, instantly No more jumping across dashboards. RetainSure’s AI co-pilot brings every customer’s activity, sentiment, product usage, and renewal context into a single, simple view - available in seconds. 3. Automate repetitive CS work with agentic AI RetainSure’s autonomous AI agents complete repetitive tasks on their own - meeting notes, follow-ups, data entry, reminders, adoption nudges, and more - saving up to 2 hours per CSM per day. **Average Rating:** 4.8/5.0 **Total Reviews:** 13 **How Do G2 Users Rate RetainSure?** - **Scalability:** 10.0/10 (Category avg: 8.8/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.7/10) - **Performance & Reliability:** 10.0/10 (Category avg: 8.8/10) - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind RetainSure?** - **Seller:** [RetainSure](https://www.g2.com/sellers/retainsure) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/retainsure/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 92% Mid-Market, 8% Small-Business #### What Are RetainSure's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Insights (4 reviews) - AI Integration (3 reviews) - Ease of Use (3 reviews) - Proactivity (3 reviews) **Cons:** - Difficult Reporting (1 reviews) - Learning Curve (1 reviews) - Steep Learning Curve (1 reviews) ### What Do G2 Reviewers Say About RetainSure? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive customer support** of RetainSure, enhancing their experience through effective and personalized assistance. - Users value the **deep personalization and actionable KPI insights** from RetainSure, enhancing customer success management significantly. - Users value the **AI integration** of RetainSure, facilitating data-driven decisions and efficient action-taking across strategies. - Users find RetainSure's **ease of use** invaluable, enhancing workflows and simplifying customer retention efforts effortlessly. - Users value the **proactive retention actions** of RetainSure, enhancing efficiency and customer management in their workflows. **Cons:** - Users find **difficult reporting** due to lack of customization and time-consuming feature exploration, impacting usability. - Users find the **learning curve steep** for exploring features and customizing reports effectively in RetainSure. - Users face a **steep learning curve** for deeper features, but the initial investment in time pays off. #### What Are Recent G2 Reviews of RetainSure? **"[Actionable Retention Insights and AI QBRs That Save Hours](https://www.g2.com/survey_responses/retainsure-review-12401638)"** **Rating:** 5.0/5.0 stars *— Akshay T.* [Read full review](https://www.g2.com/survey_responses/retainsure-review-12401638) --- **"[Implementation Journey with RetainSure](https://www.g2.com/survey_responses/retainsure-review-13084039)"** **Rating:** 4.5/5.0 stars *— Ashwin C.* [Read full review](https://www.g2.com/survey_responses/retainsure-review-13084039) --- ## What Is Customer Success Software? [Customer Service Software](https://www.g2.com/categories/customer-service) ## What Software Categories Are Similar to Customer Success Software? - [Product Analytics Software](https://www.g2.com/categories/product-analytics) - [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization) - [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) --- ## How Do You Choose the Right Customer Success Software? ### What You Should Know About Customer Success Software ### Customer Success software buying insights at a glance [Customer Success software](https://www.g2.com/categories/customer-success) brings together customer health monitoring, lifecycle workflows, playbooks, and renewal visibility to help teams manage onboarding, adoption, and retention with less manual effort. Instead of juggling spreadsheets, CRM notes, and disconnected support/product dashboards, these platforms centralize the “work between the work” for CS, tracking usage signals, surfacing risk, automating follow-ups, and organizing engagement across stakeholders.  As retention becomes harder to protect, customer journeys become more complex, and teams remain distributed, customer success software has become a practical way to maintain consistency, coverage, and renewal momentum without inflating headcount. Based on the G2 reviews, buyers most often adopt these tools to reduce reactive firefighting and make account management more proactive. The strongest review patterns point to a few recurring wins: better visibility into customer health and risk signals, stronger execution of onboarding and renewal workflows through playbooks, and improved cross-functional alignment because customer context is easier to share across CS, Sales, and Support. Many teams also emphasize that the CS platforms they retain long-term are the ones that seamlessly integrate into everyday account management tasks, rather than requiring constant manual data upkeep or context switching. Pricing typically follows a subscription model (annual in most cases), often priced by number of seats, customer volume, and the depth of capabilities (health scoring, playbooks, automation, segmentation, analytics, forecasting). Common cost drivers include product usage, data integrations, advanced reporting, admin controls, and enterprise-grade security or governance requirements. Some vendors also charge for onboarding services, data implementation, or custom integration work, especially when teams require multiple systems to feed into health scoring. Top 5 FAQs from software buyers: - What is the best customer success software for scaling onboarding and renewals? - Which customer success tools have the strongest customer health scoring and alerts? - What’s the best customer success platform for enterprise CS teams? - How do customer success tools integrate with CRM, product analytics, and support? - What should I look for when building customer success playbooks and automation? **G2’s top-rated Customer Success software, based on verified user reviews, includes** [**SF Service Cloud,**](https://www.g2.com/products/salesforce-service-cloud/reviews) [**Gaininsight Customer Success**](https://www.g2.com/products/gainsight-customer-success/reviews) **,** [**ChurnZero**](https://www.g2.com/products/churnzero/reviews) **,** [**Planhat**](https://www.g2.com/products/planhat/reviews) **, and** [**Hubspot Service Hub**](https://www.g2.com/products/hubspot-service-hub/reviews) **.** [**(Source 2)**](https://company.g2.com/news/g2-winter-2026-reports) ### What are the top-reviewed Customer Success software on G2? [SF Service Cloud](https://www.g2.com/products/salesforce-service-cloud/reviews) - Reviews: 956 - Satisfaction: 98 - Market Presence: 99 - G2 Score: 98 [Gaininsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - Reviews: 1579 - Satisfaction: 74 - Market Presence: 83 - G2 Score: 78 [ChurnZero](https://www.g2.com/products/churnzero/reviews) - Reviews: 1434 - Satisfaction: 86 - Market Presence: 69 - G2 Score: 77 [Planhat](https://www.g2.com/products/planhat/reviews) - Reviews: 834 - Satisfaction: 78 - Market Presence: 72 - G2 Score: 75 [Hubspot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - Reviews: 170 - Satisfaction: 59 - Market Presence: 90 - G2 Score: 74 **Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports)) **Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports)) **G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Customer Success Software #### Feedback Pros: What Users Consistently Appreciate - **Best-in-class customization that adapts to any CS workflow** -  “I would compare it to the experience with Android here, as it's absolutely the best in class, however, with the amount of customizations that are available, it can definitely be overwhelming. That's not even something I really dislike, but if I had to make a decision in that area, I would say it's customizable to the extreme.”- [Logan R.](https://www.g2.com/products/salesforce-service-cloud/reviews/salesforce-service-cloud-review-12190011) SF Service Cloud Review - **Playbooks and automation that simplify recurring onboarding and renewal communication** - “I appreciate the automation, user-friendly interface, and the convenience of having all my account information accessible in a single dashboard. The playbooks have been especially helpful for managing recurring communications. ChurnZero has become the tool I rely on most for my daily tasks. Our Success Manager, Elise, is excellent at providing education and solving problems. I genuinely enjoy our interactions, and I always leave each call with actionable to-dos and real solutions”.- [Kimberly L.](https://www.g2.com/products/churnzero/reviews/churnzero-review-12072814) Churnzero Review - **AI-driven account overviews that surface risk and streamline status updates** - “I love Gainsight Customer Success because it is a solution dedicated to customer success, making it a powerful tool for managing our customer interactions both for customer service and digital needs. It identifies at-risk accounts effectively, which is crucial for maintaining strong client relationships. Additionally, the AI overview is incredibly beneficial as it allows me, as a manager, to quickly update myself on account statuses. This feature is particularly valuable because it helps me keep track of accounts without needing to consult with the customer service representative, saving time and streamlining our workflow.”- [Ross M.](https://www.g2.com/products/gainsight-customer-success/reviews/gainsight-customer-success-review-11952536) Gaininsight Customer Success Review #### Cons: Where Many Platforms Fall Short - **Playbook automation and AI-driven segmentation can feel daunting to set up** - “I would like to see the relationship map from Engagement AI have more flexibility and function. Also, wishing for an AI Agent that prescribes playbooks, as playbooks seem to be the most daunting part of automation and segmentation. Also AI widgets for the custom dashboards would be beneficial to leverage AI data summaries effectively. The initial setup of ChurnZero was challenging, primarily due to internal development and technical blockers, taking over a year to complete our success center build”.- [Brittany G.](https://www.g2.com/products/churnzero/reviews/churnzero-review-11960510) Churnzero Review - **Too many clicks and crowded screens can slow down daily account work** - “What I don’t love is that sometimes the system feels a little slow or overly complicated, like it takes way more clicks than it should to do simple things. Some screens are crowded, and it can be easy to miss details if you’re moving fast, so it could definitely be more user-friendly”.- [Quishea B.](https://www.g2.com/products/salesforce-service-cloud/reviews/salesforce-service-cloud-review-11930820) SF Service Cloud Review - **Integration complexity can reduce insight accuracy, especially at scale** - “We encounter some integration complexities, more so with data platforms, which affects the accuracy of any insights or analysis. Some inconsistencies and inaccuracies are experienced, more so when dealing with big datasets that need processing.”- [Ifeoma F.](https://www.g2.com/products/planhat/reviews/planhat-review-11867004) Planhat Review ### My expert takeaway on Customer Success tools Review patterns point to a category that’s already delivering meaningful operational value, but implementation maturity still separates the winners. The category’s average star rating is 4.52/5, with solid sentiment in ease of use (6.05/7) and ease of setup (5.84/7), as well as a very high likelihood to recommend (9.05/10) and strong quality of support (6.27/7). Taken together, these metrics suggest most teams can get to “productive,” but the best outcomes happen when health scoring and lifecycle workflows are implemented cleanly and trusted across teams. High-performing teams treat a customer success platform as an operating layer, not a dashboard. They define which lifecycle moments must be standardized (onboarding milestones, adoption check-ins, renewal readiness signals), where humans stay in control (relationship strategy and executive alignment), and how customer data should flow across CRM, support, and product usage tools. Strong implementations also operationalize governance: they keep health scoring explainable, limit alert noise, and ensure playbooks map to actions owners actually execute. This is where the best customer success software stands out; it helps teams scale consistent processes without creating a maintenance burden that erodes adoption. Where teams struggle most is with data trust and workflow discipline. Common failure points include unclear ownership (CS Ops vs. RevOps vs. Product), messy integrations that create conflicting signals, overly complex scoring models, and “alert fatigue” from too many triggers. Teams that win focus on measurable adoption and outcome signals, including health score accuracy validation, playbook completion rates, renewal forecasting accuracy, CSM engagement depth, and support-driven resolution speed when customers show risk behavior. ### Customer Success software FAQs #### What is customer success software? Customer success software enables teams to manage onboarding, adoption, renewals, and expansion by tracking key customer health signals and automating relevant playbooks. It centralizes engagement, timelines, and reporting, allowing CS teams to proactively reduce churn and drive predictable retention outcomes. #### Why use customer success software​ The “best” customer success software for scaling onboarding and renewals is usually the one that combines clear health scoring with repeatable playbooks and automation. Buyers tend to prioritize tools that help teams track onboarding progress, trigger lifecycle workflows, and monitor renewal risk early, without creating ongoing manual admin work. #### Which customer success software is ideal for large service providers?​ For [large service providers](https://www.g2.com/categories/customer-success/enterprise), these enterprise-grade customer success solutions are the best fit: - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)  A top choice for large organizations needing advanced health scoring, automation, deep analytics, and scalable onboarding/renewals. Enterprise clients value its powerful features for complex customer journeys, robust integrations (Salesforce, MS Dynamics), and proven impact on retention and expansion. - [Totango](https://www.g2.com/products/totango/reviews)  Built for mid-sized and large enterprises, Totango offers modular programs (SuccessBLOCs), AI-powered insights, and scalable automation. It's praised for real-time analytics, customizable workflows, and the ability to manage large customer portfolios efficiently. - [ChurnZero](https://www.g2.com/products/churnzero/reviews)  Ideal for enterprises already leveraging Salesforce. Access ranges from basic support to dedicated customer success managers and proactive monitoring; integrates deeply with Salesforce ecosystem and partners for deployment at scale. #### How to choose customer success software for saas companies​? SaaS companies should start by mapping their lifecycle motions (onboarding → adoption → renewal → expansion) and identifying the signals that best predict retention (usage trends, support load, sentiment, stakeholder activity, contract timing). Then evaluate health scoring flexibility, automation/playbooks, CRM + product analytics integrations, and how easy the platform is to maintain long-term—because adoption drops fast when data becomes untrusted or workflows become too complex. #### What is the best customer success software? Here are the top-rated customer success software platforms overall: - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) Leading enterprise-grade platform, known for advanced health scoring, powerful automation, and robust analytics. Ideal for organizations seeking deep visibility, proactive renewal and onboarding playbooks, and strong integration capabilities. - [Totango](https://www.g2.com/products/totango/reviews) Flexible, scalable platform with modular customer journey management, real-time analytics, and customizable workflows. Works well for organizations wanting rapid setup and lifecycle management at scale. - [SF Service Cloud](https://www.g2.com/products/salesforce-service-cloud/reviews)  Flexible, highly customizable customer service platform with centralized case management, omnichannel support, and automation built into the Service Console. Integrates tightly with Salesforce CRM and tools like knowledge management, reporting, and workflow rules. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin?_gl=1*17q5up9*_gcl_au*MTIzNzc1MTQ1My4xNzYxODI2NjQzLjE1MDYyNTM1MzEuMTc2NzkyOTgxMC4xNzY3OTI5ODA5*_ga*MTQyMjE4MDg5Ni4xNzYxODI2NjQz*_ga_MFZ5NDXZ5F*czE3Njc5Mjk0NzckbzE5MiRnMSR0MTc2NzkzMDAwMSRqNTIkbDAkaDA.) **Last Updated On January 12, 2026**