# Best Customer Success Software for Small Business

## How Many Customer Success Software Products Does G2 Track?

**Total Products under this Category:** 75

### Category Stats (Aug 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 (+0.65%) - Among all products in this category, Verint Voice of the Customer recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Customer Success Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,200+ Authentic Reviews
- 75+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Customer Success Software
 ![G2 Grid® for Customer Success Software plotting products by satisfaction and market presence](https://www.g2.com/categories/customer-success/grids.png?focus%5B%5D=57328&focus%5B%5D=24829&focus%5B%5D=106803&focus%5B%5D=24723&focus%5B%5D=70836&focus%5B%5D=3054&focus%5B%5D=4469&focus%5B%5D=1316285)

Highlighted products: HubSpot Service Hub, Planhat, Custify, ChurnZero, Vitally, Gainsight Customer Success, Totango, and Velaris.

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

**Sponsored**

### Monte Carlo

Monte Carlo is the agent trust platform, trusted by Nasdaq, Cisco, PepsiCo, and hundreds of enterprise organizations worldwide. Founded in 2019 and backed by leading investors, Monte Carlo pioneered data observability and has expanded into the full AI reliability stack. We're consistently ranked #1 in data observability on G2 — and we're built for what comes next. As enterprises scale from dozens to thousands of AI agents across mission-critical use cases, Monte Carlo monitors, troubleshoots, and improves both those agents and the underlying data powering them. Our platform covers the full trust stack — from the data pipelines feeding agents, to the context they retrieve, the decisions they make, and the outputs they produce — across four trust dimensions: context quality, performance, behavior, and outputs. Only Monte Carlo closes the full trust loop across both data and AI, and we meet enterprises wherever they are on the spectrum from human-guided oversight to fully autonomous operations. With 100+ integrations across Snowflake, Databricks, and the rest of your stack, you get full coverage without ripping anything out. Traditional monitoring tools stop at the pipeline or cover only one dimension of reliability — leaving teams to manually investigate, diagnose, and fix failures across disconnected tools. Monte Carlo closes that gap. Teams using Monte Carlo dramatically reduce time to detect and resolve data and AI incidents, scale monitoring coverage without scaling headcount, and build the internal trust that turns AI investments into real business outcomes. If your organization is serious enough about AI to put it in front of customers, executives, and critical decisions — Monte Carlo is the foundation it needs.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=351&secure%5Bchosen_at%5D=2026-08-07T17%3A18%3A11Z&secure%5Bdisplayable_resource_id%5D=1003968&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=142449&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=142449&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%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fteamsupport%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fcustomer-success%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=4a6deab554e7633c9effdba8472cbacbd6706baa74e387d01514c6285adebcd4&secure%5Burl%5D=https%3A%2F%2Fmontecarlo.ai%2F%3Futm_source%3Dg2_clicks%26utm_medium%3Dpeer_review%26utm_term%3Ddata_observability&secure%5Burl_type%5D=custom_url)

### [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:** 2,822

#### How Do G2 Users Rate HubSpot Service Hub?

- **Scalability:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.7/10 (Category avg: 8.9/10)
- **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:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 37% Medium

#### What Do G2 Reviewers Say About HubSpot Service Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users find HubSpot Service Hub to be **exceptionally easy to use** , streamlining communication and enhancing decision-making effortlessly.
- Users value the **seamless integration** of HubSpot Service Hub, enhancing collaboration and insight access across channels.
- Users value the **responsive customer support** of HubSpot Service Hub, enhancing their communication and decision-making efficiency.
- Users love the **efficiency** of HubSpot Service Hub, which streamlines workflows and enhances productivity significantly.
- Users value the **efficient ticketing system** in HubSpot Service Hub for managing customer interactions seamlessly.

##### Cons

- Users find the **missing features** in HubSpot Service Hub limiting, especially as needs grow and scalability becomes costly.
- Users find the **limited customization** of contacts and designs restrictive, impacting functionality and creative expression.
- Users are frustrated by the **limited features** , particularly regarding customization and integration difficulties impacting productivity.
- Users face a **lack of features** in HubSpot Service Hub, hindering collaboration and complicating the user experience.
- Users find the **ticket management system cumbersome** , with limitations impacting efficiency and data handling.

#### 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

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

**Average Rating:** 4.5/5.0

**Total Reviews:** 942

#### How Do G2 Users Rate Planhat?

- **Scalability:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.9/10)
- **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:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 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:** 59% Medium, 32% Small

#### What Do G2 Reviewers Say About Planhat?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency.
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success.
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs.
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity.
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health.

##### Cons

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation.
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively.
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts.
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially.
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation.

#### What Are Recent G2 Reviews of Planhat?

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

#### What Are G2 Users Discussing About Planhat?

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

### [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:** 521

#### How Do G2 Users Rate Custify?

- **Scalability:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.2/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.2/10 (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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1937c2bde8668b0a178dd793de18fdae2d6f38e5f54c90c92ccebaa104d6654c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18314355%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 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:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Custify?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Custify, facilitating efficient tracking and analysis of customer health.
- Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively.
- Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively.
- Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies.
- Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs.

##### Cons

- Users highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation.
- Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features.
- Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify.
- Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use.
- Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management.

#### What Are Recent G2 Reviews of Custify?

**["Playbooks + AI Automation: A Game-Changer for Customer Success"](https://www.g2.com/survey_responses/custify-review-13168820)**

**Rating:** 5.0/5.0 stars

_— Patrick S._

[Read full review](https://www.g2.com/survey_responses/custify-review-13168820)

**["Custify Transformed Our Customer Success Workflow"](https://www.g2.com/survey_responses/custify-review-13223157)**

**Rating:** 5.0/5.0 stars

_— Sebastian M._

[Read full review](https://www.g2.com/survey_responses/custify-review-13223157)

#### What Are G2 Users Discussing About Custify?

- [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for)

### [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:** 1,594

#### How Do G2 Users Rate ChurnZero?

- **Scalability:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.2/10 (Category avg: 8.9/10)
- **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:** churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero  
1,792 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b89852c213c504201beddc5ec592f21f9fc3de4f10ae13c95f5b53cffedc6d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9475578%2F&secure%5Burl_type%5D=linkedin_company_website)  
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:** 61% Medium, 28% Small

#### What Do G2 Reviewers Say About ChurnZero?

_AI-generated summary from verified user reviews_

##### Pros

- Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively.
- Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork.
- Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management.
- Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency.
- Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives.

##### Cons

- Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming.
- Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports.
- Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially.
- Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs.
- Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options.

#### 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)

**["ChurnZero Keeps All My Account Insights in One Place—and Saves Time with AI Follow-Ups"](https://www.g2.com/survey_responses/churnzero-review-13199202)**

**Rating:** 5.0/5.0 stars

_— Disha M._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13199202)

#### What Are G2 Users Discussing About ChurnZero?

- [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment

### [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:** 697

#### How Do G2 Users Rate Vitally?

- **Scalability:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.8/10 (Category avg: 8.9/10)
- **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:** vitally.io
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally\_io  
474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5252842c882b7c9f5229344a3119800df728194cc3f1d38dfa18a125e0424f6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11075131%2F&secure%5Burl_type%5D=linkedin_company_website)  
134 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% Medium, 41% Small

#### What Do G2 Reviewers Say About Vitally?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools.
- Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms.
- Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users.
- Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs.
- Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked.

##### Cons

- Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration.
- Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools.
- Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features.
- Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively.
- Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup.

#### 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)

### [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:** 1,719

#### How Do G2 Users Rate Gainsight Customer Success?

- **Scalability:** 8.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.4/10 (Category avg: 8.9/10)
- **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:** www.gainsight.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ  
13,119 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85a34abb9897c7140c711174cddac2af3363ec5532f5b0ba46c2fa230fde5273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F841640%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,140 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 32% Large

#### What Do G2 Reviewers Say About Gainsight Customer Success?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Gainsight, praising its organization and comprehensive account tracking features.
- Users value the **centralized information** in Gainsight, which helps them efficiently track account interactions and generate insights.
- Users value the **visibility** Gainsight provides through a unified dashboard, enhancing organization and customer engagement effortlessly.
- Users value the **intuitive customer support** of Gainsight, enhancing productivity and proactive engagement for their teams.
- Users value the **intuitive interface** of Gainsight Customer Success for its ease of navigation and clear data visibility.

##### Cons

- Users find Gainsight Customer Success **not intuitive** , requiring formal training and having a clunky interface that complicates user experience.
- Users note the **lack of custom reporting features** limits detailed data analysis and overall functionality of Gainsight.
- Users highlight the **steep learning curve** for customizing dashboards, requiring significant technical skills for effective use.
- Users find it challenging due to **limited customization** options in Gainsight, leading to a less user-friendly experience.
- Users find Gainsight Customer Success to have a **complexity that can overwhelm** and slow down productivity at times.

#### 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

### [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: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.2/10 (Category avg: 8.9/10)
- **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:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
119 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% Medium, 22% Small

#### What Do G2 Reviewers Say About Totango?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Totango's interface **easy to use and set up** , enhancing their ability to track accounts efficiently.
- Users value the **excellent customer support** from Totango, enhancing their management experience with valuable insights.
- Users appreciate the **functionality** of Totango, enabling seamless tracking, campaign setup, and reporting in one application.
- Users appreciate the **customization options** in Totango, enhancing their ability to track metrics and engage customers effectively.
- Users value the **efficiency** of Totango, enhancing productivity with seamless integrations and streamlined workflows for customer management.

##### Cons

- Users find the **steep learning curve** challenging due to overwhelming data and a lack of educational resources.
- Users find **integration issues** with Totango challenging, as they can be manual and difficult to maintain.
- Users find the **missing features** in Totango frustrating, particularly for managing complex business models and drafts.
- Users find **limited customization** in Totango, making it challenging to tailor the experience without technical assistance.
- Users find the **steep learning curve** challenging, struggling with collaboration and functionality in Totango's interface.

#### 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

### [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: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.7/10 (Category avg: 8.9/10)
- **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:** www.velaris.io
- **HQ Location:** London
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a6d20cf3b207ebc1600a4e9475154e14fc4268fa2e0d852cd7f0e9175144181&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelaris%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 42% Small

#### What Do G2 Reviewers Say About Velaris?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **automation features** of Velaris excellent, simplifying processes and enhancing customer management efficiently.
- Users love the **seamless AI integration** in Velaris, enhancing workflows and improving customer management efficiency.
- Users find Velaris to have a **minimal learning curve** , making it easy to use and customize for business needs.
- Users commend the **exceptional customer support** of Velaris for its responsiveness and personalized assistance throughout their experience.
- Users value the **intuitive UI and seamless integrations** of Velaris, enhancing productivity and customer focus effortlessly.

##### Cons

- Users find **implementation issues** with data mapping, but support from the Velaris team can help resolve them.
- Users find the **learning curve challenging** , making it somewhat difficult to get started with Velaris.
- Users wish for more **customization options** in Velaris, particularly regarding the interface design and layout.
- Users are disappointed by the **missing shareable Success Plans** , limiting collaboration and customer engagement until 2025.
- Users feel that Velaris lacks **intuitive data presentation** , making it less discoverable despite having the necessary information.

#### 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)

### [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: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.3/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9e942cb5bc029644ad429480568eee1f944a48339be154ea8008fea3dcb186d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3595230%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 42% Small

#### What Do G2 Reviewers Say About ClientSuccess?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **organization and granular client health management** in ClientSuccess, enhancing their support for customers.
- Users love the **exceptional customer support** of ClientSuccess, which enhances their daily operations and customer interactions.
- Users value the **seamless integrations** with tools like Outlook, enhancing their ability to engage with customers effectively.
- Users value the **robust analytics** capabilities in ClientSuccess, enhancing customer support through effective tracking and integrations.
- Users value the **automation features** of ClientSuccess, enhancing their ability to support customers effectively.

##### Cons

- Users are frustrated with the **limitations on active goals** for clients, hindering their productivity and efficiency.
- Users express frustration with the **limited customization** options for managing active goals in ClientSuccess.
- Users express frustration with the **limited features** of ClientSuccess, particularly the restriction on active client goals.
- Users feel the **UI design could be improved** , finding it somewhat complicated despite its overall functionality.

#### 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)

### [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. What that means for your team: they log in and immediately see who needs attention this week. Which onboarding is stalling, which renewal is at risk, which account is ready to grow, and exactly why. And the follow-up is already in motion. Most SaaS companies lose customers silently. The signals are already in your data: - Engagement dropping and adoption stalling - Failed payments and quiet downgrades in Stripe - Support tickets spiking, or an account going completely silent - Your champion stops logging in weeks before the renewal But nobody connects the dots fast enough. By the time churn shows up in reports, the window to intervene has closed. What your CS team gets with Customerscore: See churn coming while you can still stop it Every account gets a churn-risk and upsell score from 1 to 5, recalculated daily from its own usage, billing, and history. The models are trained on tens of thousands of SaaS users, so they read context that rule-based scoring misses. Accounts with weak usage and an upcoming renewal are flagged weeks ahead, so instead of finding out from a cancellation email, you start each week with a ranked list of who needs you and who's ready to grow. Walk into every conversation knowing why Every prediction comes with its exact drivers: "Usage dropped 60% in 30 days" versus "25 successful renewals behind them". No black-box scores, no guessing. Your CSMs open every call already knowing the problem, and over time you learn what actually drives retention in your business. Cover every account, not just the top 50 One CSM can watch hundreds of accounts, including the long tail that used to churn unnoticed. awork scores ~4,500 paying customers daily this way, including the low-touch segment that used to slip away silently. Get answers without digging through five tools Ask anything about any customer in plain language, in Slack or in Claude via our MCP: "Who should I worry about this week?" "Why is the Starter segment churning?" No SQL, no analyst, no waiting for the next BI sprint. Let the routine plays run themselves Churn alerts land in Slack the moment something changes. Retention and expansion playbooks (personalized email sequences, win-back flows, upsell nudges) run automatically per segment, so expansion-ready accounts get the right play without anyone hunting for them. Survio grew upsell revenue by 94% this way, with no daily manual work. Your team spends its time on conversations, not monitoring. Never lose a follow-up again Every signal can become a task with an owner, a due date, and a priority, living right next to the account it belongs to. Overdue work is flagged on the dashboard, so nothing slips between "we should reach out" and someone actually doing it. Run onboarding your customers actually finish Spin up a Customer Room for any account: a shared workspace with a mutual action plan both sides see and update. Tasks for your team and theirs, files, live progress, all in one link, with no login needed on the customer's side. Built for onboarding, where 40 to 60% of SaaS churn starts, and just as useful for implementations, renewals, and QBR follow-ups. Keep working where you already work Health scores and risk signals sync two-way into HubSpot, Salesforce, or Pipedrive. Connect Stripe, Chargebee, Mixpanel, PostHog, Segment, Intercom, Zendesk, Snowflake, Postgres, or any internal source via API and SDK. Don't see your tool? We build custom integrations for any stack. Swat.io unified data scattered across tools this way and cut meeting-prep time by 40%. Built for: Customer Success, Growth, and RevOps teams at B2B SaaS companies managing hundreds to thousands of accounts they can't watch by hand. Used by teams like tl;dv, Apify, awork, Survio, and Swat.io. White-glove onboarding, tied to your needs: The people who built the platform connect your data and tune the churn and upsell models to your business. You work with senior experts, not a junior CSM and a ticket queue. Passes your security review: ISO 27001, GDPR, EU data residency.

**Average Rating:** 4.8/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate Customerscore.io?

- **Scalability:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.6/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33c78d5e25289e59b856ddf37a5cf942670c4362af6d44b9da56b125b6b23317&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcustomerscore-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Small, 39% Medium

#### What Do G2 Reviewers Say About Customerscore.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of CustomerScore.io, which streamline customer engagement and enhance proactive response efforts.
- Users value the **enhanced customer engagement** capabilities of Customerscore.io, facilitating timely attention and efficient follow-ups.
- Users value the **proactive response capability** of CustomerScore.io, greatly enhancing customer retention and support efficiency.
- Users find CustomerScore.io to be **intuitive and easy to use** , enabling efficient customer engagement and management.
- Users value the **responsive and supportive customer service** of CustomerScore.io, enhancing their overall experience with the product.

##### Cons

- Users note **dependency issues** due to limited CRM integration, although helpful links provide some connectivity.
- Users mention a **small learning curve at setup** , which may slightly hinder initial experiences with Customerscore.io.
- Users desire more **limited customization** in reporting features to enhance their overall experience.

#### 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)

### [Skalin](https://www.g2.com/products/skalin/reviews)

Skalin is an AI-powered Customer Success Platform (CSP) built for Mid-Market B2B SaaS teams. It connects to your existing stack — CRM, product, support and billing — unifies scattered customer data into one intelligent view, detects churn risk early with AI, and gives your CS team the clarity to protect revenue and grow accounts, without adding headcount. Skalin sits on top of your CRM (Salesforce, HubSpot, Pipedrive…). It doesn't replace it — it adds the Customer Success layer your CRM was never built for. ✨ What you get with Skalin → Turn unstructured data into customer intelligence. One 360° customer record instead of five open tabs. Your CSMs read the whole story, not a chapter at a time. → Instant clarity on every account, with Skalin AI. Ask anything about a customer and get an immediate answer. Meeting prep in seconds, drawn from your real data. → Spot the drift early, with Health Scores that learn. AI agents watch your portfolio around the clock and surface risk signals 3–4 weeks before an account goes cold. No rules to write, no thresholds to tune — the score self-calibrates from your real churn patterns. → Cut the busy work with Playbooks that never miss. Automate the repetitive follow-ups and task assignments, so your team spends its time on customers, not admin. → Give clients a front-row seat to their success. A shared, branded workspace that keeps both sides aligned on goals and milestones — and keeps momentum between meetings. 🎯 Who it's for B2B SaaS companies with roughly 20 to 250 employees — typically a CS team of 1 to 20 people — who want a platform their team will actually use. ⚡ Why teams choose Skalin Live in under a month, not three to four. No dedicated admin to run it. Priced for your size, not an enterprise budget. A genuine alternative to heavier platforms like Gainsight and Planhat — good tools, often calibrated for organisations far larger than yours, with the setup time and complexity that come with them. Among the top-rated CS platforms on G2, rated 4.9/5 by the teams who use it. 💻 More info: https://www.skalin.io/ 📅 Book a demo: https://www.skalin.io/book-demo

**Average Rating:** 4.9/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate Skalin?

- **Scalability:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.1/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.2/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f50ea95bbd271224d00d0a251a0d1d937b831560abc93b16b9aaed7bab0af8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fskalin&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Small, 45% Medium

#### What Do G2 Reviewers Say About Skalin?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of Skalin, enhancing portfolio visibility and streamlining monitoring processes.
- Users value the **proactive monitoring** capabilities of Skalin, greatly enhancing their portfolio management experience.

#### 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)

### [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: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 9.4/10 (Category avg: 8.9/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5e2739865d2a4837d53b624c50e4a19d632eb91a0d3c4d79b89e7b0aa20c8616&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzapscale%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 45% Medium

#### What Do G2 Reviewers Say About ZapScale?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **extraordinary customer support** of ZapScale, enhancing their experience and success with the product.
- Users value the **centralized information** from ZapScale, enabling efficient monitoring of customer health with ease.
- Users value the **customization options** in ZapScale, allowing tailored dashboards and KPIs for improved decision-making.
- Users value the **enhanced customer engagement** capabilities of ZapScale, driving retention and fostering stronger relationships.
- Users value the **efficiency** of ZapScale, enabling quick performance tracking and easy access to crucial customer data.

##### Cons

- Users find the **slow performance** of ZapScale, particularly in loading times, to be a minor concern.
- Users find that ZapScale lacks **essential features** like NPS surveys and calendar integration, impacting functionality.
- Users find the **UI complexity** of ZapScale challenging, suggesting that simplification could enhance the overall experience.
- Users note that **data inaccuracy** is a concern, affecting the reliability of insights and decision-making.
- Users find **data overload** challenging, as automated triggers create excessive tasks and hinder prioritization.

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e58dc842b54a3156f3c150e2c118c4f2598c6f9975b9026e9decefb1803ad790&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamsupport-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 39% Small

#### What Do G2 Reviewers Say About TeamSupport?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface and extensive features** of TeamSupport, enhancing customer support efficiency and effectiveness.
- Users value the **ease of use** of TeamSupport, enhancing our team's efficiency and customer service experience.
- Users find the **support team incredibly helpful** , offering deep insights and effective solutions for their concerns.
- Users commend the **excellent customer support** of TeamSupport, highlighting their helpfulness and in-depth product understanding.
- Users value the **task reminders** of TeamSupport, greatly enhancing their organization and efficiency in managing workloads.

##### Cons

- Users experience a **steep learning curve** with TeamSupport, requiring time to master its full capabilities.
- Users face **slow loading** issues with TeamSupport, leading to inconvenience and difficulty navigating lengthy email threads.
- Users often experience **slow performance** with TeamSupport, causing inconvenience and delays in managing email communication effectively.
- Users find the **inadequate search functionality** frustrating, limiting their ability to efficiently reference past solved problems.
- Users note the need for improved **integration with other software tools** to enhance TeamSupport's functionality and customization.

#### What Are Recent G2 Reviews of TeamSupport?

**["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

### [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: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.7/10)
- **Performance & Reliability:** 8.5/10 (Category avg: 8.9/10)
- **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:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
119 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% Medium, 13% Small

#### What Do G2 Reviewers Say About Catalyst?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving.
- Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement.
- Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes.
- Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively.
- Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless.

##### Cons

- Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms.
- Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication.
- Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management.
- Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality.
- Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs.

#### 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)

### [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:** 977

#### 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:** www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc  
895 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=190c48dc3d3231155d9e9039b9b23a7ea9b937faedc87ba6f04404ba7c38e625&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3713385%2F&secure%5Burl_type%5D=linkedin_company_website)  
379 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Large, 42% Medium

#### What Do G2 Reviewers Say About Aviso?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Aviso, with intuitive filters and clear dashboards enhancing their experience.
- Users value the **AI prediction feature** in Aviso, enhancing their ability to forecast and focus on key deals.
- Users value the **extensive feature set** of Aviso, enhancing their sales forecasting and routines effectively.
- Users enjoy the **clean and organized UI** of Aviso, which enhances navigation and insights for better decision-making.
- Users value the **efficiency** of Aviso, enabling fast updates and seamless data management for sales forecasts.

##### Cons

- Users experience a **steep learning curve** with Aviso, as setup and navigation can be challenging and time-consuming.
- Users report **slow loading times** exceeding 10 seconds per page, hindering their workflow and efficiency.
- Users experience **inaccurate data** with Aviso, leading to issues in salesforce integration and unreliable AI forecasts.
- Users find Aviso's **missing features** frustrating, as it requires additional forecasting processes and complicates usage.
- Users experience **slow performance** , facing lag and delays that hinder data loading and overall usability.

#### 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)

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