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monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
With monday.com, you can organize and streamline all your work, and make sure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success representative has, or any other report that will help you work better. Learn more about monday.com
With monday.com, you can organize and streamline all your work, and make sure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationshi...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more! Learn more about ChurnZero
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content, Learn more about ChurnZero
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
UserGuiding helps product, customer success, and UX teams onboard users with guided tours and interactive manuals. No-code. Learn more about UserGuiding
Most users struggle to see the full value of a product within the first 14 days (if ever). That's why we built UserGuiding, a no-code user onboarding platform that helps increase adoption and reduce churn using interactive walkthroughs. Guide your users and display help articles they can read without ever leaving your app. The best part? You can do it all without breaking the bank and with zero technical expertise, thanks to our drag-and-drop interface. Learn more about UserGuiding
Most users struggle to see the full value of a product within the first 14 days (if ever). That's why we built UserGuiding, a no-code user onboarding platform that helps increase adoption and reduce...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Bitrix24 is a free customer success and customer relationship management platform used by 8 million businesses worldwide. Learn more about Bitrix24
Bitrix24 is #1 free customer success and customer relationship management platform used by 8 million businesses worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages. Learn more about Bitrix24
Bitrix24 is #1 free customer success and customer relationship management platform used by 8 million businesses worldwide. It is available in cloud or on-premise with open source code access....

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Great customer service starts with better help desk software. Win more customers by providing excellent customer service with LiveAgent Learn more about LiveAgent
LiveAgent is a fully-featured help desk software. Companies like BMW, Yamaha, Huawei, Orange or Forbesfone use LiveAgent to deliver customer wow to 150M end users worldwide. Join them and get a competitive advantage. Start with a 14-Day trial, no credit card needed, no contracts. LiveAgent is a feature rich multi-channel help desk software with 170+ help desk features including live chat, phone support, social media integrations, support portal and API. Learn more about LiveAgent
LiveAgent is a fully-featured help desk software. Companies like BMW, Yamaha, Huawei, Orange or Forbesfone use LiveAgent to deliver customer wow to 150M end users worldwide. Join them and get a...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads. Learn more about EngageBay
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. EngageBay's customer success software makes it easy to solve customer problems and helps agents become more productive, managers become more impactful, and customers become more empowered. - all from one easy to use platform. Learn more about EngageBay
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers....

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Tribe is a cloud-based online community platform that powers modern customer communities to boost customer success and retention. Learn more about Tribe
Tribe is a modern and cloud-based community platform designed to drive customer success and retention. Empower your customers to help each other via peer-to-peer connections and enable them to find solutions from a robust content library. Improve customer engagement, collect feedback, educate customers, and drive product adoption. Leverage Tribe's modular community engine, apps, direct third-party integration, and embeddable widgets to build a thriving customer community. Learn more about Tribe
Tribe is a modern and cloud-based community platform designed to drive customer success and retention. Empower your customers to help each other via peer-to-peer connections and enable them to find...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Custify is designed for B2B SaaS businesses and enables them to reduce their churn and increase Customer Lifetime Value. Learn more about Custify
Custifys Customer Success Platform is designed for B2B SaaS businesses and enables them to reduce their churn and increase Customer Lifetime Value. Aside from in-product usage insights, it also gathers data from various systems like CRM, support or billing automatically and presents all relevant customer success KPIs and client interactions in an easy to understand dashboard. For low-touch workflows, it has a sophisticated automation engine built-in as well. Learn more about Custify
Custifys Customer Success Platform is designed for B2B SaaS businesses and enables them to reduce their churn and increase Customer Lifetime Value. Aside from in-product usage insights, it also...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Provides an inbox for companies to communicate efficient with their clients via different communication channels in one central place. Learn more about Trengo
Trengo increases team productivity and efficient customer communication by unifying all communication channels in one collaborative inbox. Receive messages from Email, Facebook Messenger, WhatsApp, SMS, voice, live chat and many more in one central place. Learn more about Trengo
Trengo increases team productivity and efficient customer communication by unifying all communication channels in one collaborative inbox. Receive messages from Email, Facebook Messenger, WhatsApp,...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.
Slack is a collaboration hub, where the right people and the right information come together, helping everyone get work done. When your team needs to kick off a project, hire a new employee, deploy some code, review a sales contract, finalize next year's budget, measure an A/B test, plan your next office opening, and more, Slack has you covered. Try Slack with your team for free.
Slack is a collaboration hub, where the right people and the right information come together, helping everyone get work done. When your team needs to kick off a project, hire a new employee, deploy...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Zendesk Support is the leading help desk software built for better customer relationships.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and a full customer history. Get up and running quickly, and expect to see results even faster.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Put customer service at the heart of your company. Make agents more productive, managers more impactful and customers more empowered.
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more impactful, and customers become more empowered. It's customizable, convenient to use, and it doesn't cost you a fortune. Part of Zoho's 40+ strong suite of business software, Zoho Desk brings you the power to put customer service at the heart of your company.
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM Customer Success Software - Provide superior customer service and maintain satisfied customers over the long term. Agile CRM enables businesses to provide a more personalized customer support experience. With a host of powerful help desk automation features at your fingertips, you will better understand your customers so you can be there to assist when they need you most.
Agile CRM Customer Success Software - Provide superior customer service and maintain satisfied customers over the long term. Agile CRM enables businesses to provide a more personalized customer...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Improve customer satisfaction and CSAT scores by standardizing and automating your CS workflows with Pipefy.
Pipefy is the platform that offers everything you need to help your customers achieve success. Automate and integrate your Customer Service processes with an easy-to-deploy, no-code app, so your team can work on strengthening their relationship with customers. Follow the steps of customer-centric companies around the globe. Improve speed, deliver higher-quality services, and save time to focus on what really matters with Pipefy. Try Pipefy for free.
Pipefy is the platform that offers everything you need to help your customers achieve success. Automate and integrate your Customer Service processes with an easy-to-deploy, no-code app, so your...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Front is a customer communication hub that allows customer success teams to drive retention and expand existing revenue.
Make every customer feel like a VIP. Front is a customer communication hub that allows customer success teams to drive retention and expand existing revenue. Teammates can collaborate seamlessly to ensure high-priority messages get in the right hands quickly, share customer feedback, and address support or billing requests. Post-sales teams of 5 and 5,000 alike use Front to get the context and alignment they need to delight customers, inspire trust, and create opportunities for growth.
Make every customer feel like a VIP. Front is a customer communication hub that allows customer success teams to drive retention and expand existing revenue. Teammates can collaborate seamlessly to...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Cloud-based, scalable customer service optimization software available on a unified platform for demanding B2B service teams.
Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a modern cloud-based solution, Vivantio provides an intuitive, flexible and scalable unified service management platform that empowers businesses to achieve unparalleled service excellence.
Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Textline is a business SMS platform offering the best tools for customer support workflow, team collaboration, and process automation.
Use SMS and make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business SMS platform that offers the best tools for customer support workflow, team collaboration, and process automation. We add text messaging capabilities to your existing landline or give you a new, textable phone number in your local area code.
Use SMS and make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business SMS platform that offers the best...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Service Hub is customer service software that helps teams scale their support and delight their customers efficiently.
HubSpot Service Hub makes it easy to solve customer problems with efficiency, accuracy, and delight. It includes ticketing & automation with a shared inbox to keep you organized; a knowledge base so customers can help themselves; live chat & bots for faster response times; customer feedback tools so you can measure customer happiness; and reporting so you can unlock insights and improve. Sign up today, for free, and experience customer success software that makes both customers and reps happy.
HubSpot Service Hub makes it easy to solve customer problems with efficiency, accuracy, and delight. It includes ticketing & automation with a shared inbox to keep you organized; a knowledge base so...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
----> The easiest way to increase customer loyalty + create advocates. Identify & nurture repeat sales opportunities. Try it free!
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to increase customer loyalty + create advocates by getting them to recommend you to all their friends via online reviews. Like referrals only 1000x better. See who your biggest fans are + identify and nurture opportunities for repeat business & upsells. No contracts, 14-day free trial, then just $75/month. ----> Learn more at get.nicejob.co <----
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to increase customer loyalty + create advocates by getting them to recommend you to all their friends via online...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Run your own branded customer loyalty program. Recognize purchases and visits, increase customer retention and foster growth.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program complete with incentive campaigns, a vast digital rewards catalog (including AMEX, MC and Amazon GC Rewards), built-in e-mail/sms communications and autopilot operation. Several interfaces to choose from, including Standalone Cloud/Web, Customer Kiosk, Mobile App or Vend POS and Square POS integrated.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Drive great customer experiences with training; deliver strategic, value-focused customer education programs with LearnUpon LMS.
Strengthen long-term relationships and fuel your customers' growth through one user-focused solution in LearnUpon LMS. Give customers the tools they need from the get-go with guided onboarding, ensure your customers stick around for the long-term with value-driven product resources, reduce support queries so your team can have more proactive conversations with customers. Maybe even build your own Customer Academy?
Strengthen long-term relationships and fuel your customers' growth through one user-focused solution in LearnUpon LMS. Give customers the tools they need from the get-go with guided onboarding,...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
The Thought Industries platform helps companies onboard, train, and certify customers with engaging online learning.
Give your customers the experience they deserve with interactive online training programs. Guide your customers with learner paths and recommended content and take them down the path to success. With the Thought Industries learning platform, you're able to build unique client training experiences for each client and distribute training materials at scale. Offer moment-of-need learning by embedding your training into your software to provide help where your clients most need it.
Give your customers the experience they deserve with interactive online training programs. Guide your customers with learner paths and recommended content and take them down the path to success. With...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
See how visitors really use your site with Dynamic Heatmaps, Visitor Recordings, Form Analytics, Live Chat, Polls, and more!
Why aren't my visitors converting? As many as 99% of your visitors will never turn into customers, and Lucky Orange knows why. Installation is fast and takes just a few seconds no coding required. In addition, Lucky Orange is easy to use, ready to go out of the box, and every plan includes full access to all of our features, including Dynamic Heatmaps, User Recordings, Live Chat, Surveys & Polls, Conversion Funnels, Realtime Dashboard, and Daily Email Reports.
Why aren't my visitors converting? As many as 99% of your visitors will never turn into customers, and Lucky Orange knows why. Installation is fast and takes just a few seconds no coding required....

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
An online platform for building an outstanding user experience via customer journey mapping, personas and impact mapping techniques.
UXPressia is an online tool for customer journey mapping, creating personas and impact maps. It is an optimal balance between sticker-and table-based solutions with an intuitive drag and drop interface and plenty of customizable features. With UXPressia you will design and deliver an exceptional experience to your customers. Visualize your customer journeys, create personas, analyze touchpoints in multi-channel interactions and invite collaborators to map together and share journeys online!
UXPressia is an online tool for customer journey mapping, creating personas and impact maps. It is an optimal balance between sticker-and table-based solutions with an intuitive drag and drop...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers.
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers. Everything in one place. No matter how you talk with your customers (email, social media, chat, or the phone), easily keep track of it all in our intuitive dashboard.
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers. Everything in one place. No matter how you talk with your customers (email, social...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
The best NPS solution for business. Get actionable insights to grow your business with SurveyMonkey CX.
SurveyMonkey CX is a turn-key NPS solution with robust features designed to collect, understand, and act on your customer feedback. Trigger personalized surveys through multiple channels to increase response rates. Identify improvement areas using advanced analytics - from key driver analysis to industry benchmarks. Take action faster by quickly closing the loop with customers. Easily share NPS insights with your team using custom reports, data exporting, and integrations.
SurveyMonkey CX is a turn-key NPS solution with robust features designed to collect, understand, and act on your customer feedback. Trigger personalized surveys through multiple channels to increase...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Userpilot helps product, UX & customer success teams increase user adoption through behavior driven product experiences. Code-Free.
Userpilot helps product, UX and customer success teams increase user adoption through behavior driven product experiences. Build beautiful, personalized and highly customizable experiences on top of your product to pave the way to Aha!. Quickly improve onboarding for new signups, trigger interactive tips when it's relevant and help users understand the value, all without writing any code. Userpilot also helps you Increase user retention, and stimulate feature discovery as your product evolves.
Userpilot helps product, UX and customer success teams increase user adoption through behavior driven product experiences. Build beautiful, personalized and highly customizable experiences on top of...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Liveoak Technologies. We get virtual business done.
Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit. Our mission is to create an engagement platform that allows large companies to do business in a virtual context.
Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Leading cloud contact center solution designed to help enterprises improve CX for customers and employees.
3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers. Built on AWS, the solution provides advanced and scalable speech-enabled offerings for leading CRMs, including ServiceNow, SFDC, and MS Dynamics. With deployments on four continents and a growing base of Global 2000 clients, 3CLogic drives digital transformation by improving CX, operational efficiency and reporting insights with dynamic IVR, CTI, AI, and speech analytics.
3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers. Built on AWS, the solution provides advanced and scalable speech-enabled...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
From value assessments to value realization, Ecosystems is an enterprise cloud platform for quantifying customer value.
Value selling for the modern enterprise, Ecosystems is an enterprise cloud platform for quantifying customer value from pre-sale value assessments to post-sale value realization. Ecosystems ensures both consistency and quality in your value conversations. Unstructured forms of quantitative (e.g., ROI/TCO models, benchmarks) and qualitative (e.g., case studies, differentiators) content are replaced with a digital cloud platform—purpose-built for quantifying and communicating customer value.
Value selling for the modern enterprise, Ecosystems is an enterprise cloud platform for quantifying customer value from pre-sale value assessments to post-sale value realization. Ecosystems ensures...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Improve your Customer Success and Customer Support and nurture your clients throughout their entire lifecycle on a single platform.
If you're looking for a tool to improve your onboarding, retention, and support processes you definitely take a look at FROGED . Our tool has been designed to nurture your customers throughout their entire lifecycle. With FROGED you will be able to increase engagement, retention, and reduce churn. Serve your customer's unique needs with customized email campaigns, a beautifully integrated knowledge base, live chat, and automated messages . 7-day FREE Trial
If you're looking for a tool to improve your onboarding, retention, and support processes you definitely take a look at FROGED . Our tool has been designed to nurture your customers throughout their...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Channels is a data-driven Customer Success Software with free Web calls for you and your customers along with multiple other features.
Channels is an innovative Customer Success Software. We give you Web call - the customer can call you easily with one click from your company’s website. Channels integrates with platforms like Shopify, Magento, Pipedrive, and more. Other features include the display of customer details before a call, One-click Chrome extension, Call widget, Mobile App, IVR, Call Recordings, Live-listening, and more. Take the free option and try some of these features. Or, have them all with a full offer!
Channels is an innovative Customer Success Software. We give you Web call - the customer can call you easily with one click from your company’s website. Channels integrates with platforms like...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
B2B SaaS companies use Gainsight's Customer Success Platform to discover actionable insights that increase customer retention, reduce c
Gainsight is the platform for Customer Success. Gainsight aggregates and turns disparate customer data from multiple sources into a single source of truth. Review the customer data-driven insights and deploy actions that drive business outcomes for your clients.
Gainsight is the platform for Customer Success. Gainsight aggregates and turns disparate customer data from multiple sources into a single source of truth. Review the customer data-driven insights...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Revenue Intelligence Data Platform used by B2B Sales teams to unleash intelligent sales data and analytics to the entire revenue stack.
SalesDirector.ai is a revenue intelligence data platform for B2B sales organizations. We help them scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their sales rep behaviors, forecasts and pipelines. These insights are delivered directly to their CRM or can be visualized in BI tools such as Tableau, Domo, Google Data Studio, Power BI or Einstein)
SalesDirector.ai is a revenue intelligence data platform for B2B sales organizations. We help them scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Elevio is a self-service platform makes it easy to scale your customer success without hiring more support staff.
Scale your customer success without hiring more support staff. Elevio is a self-service platform that makes it easy for customers to get the right support content, when and where they need it - so you can increase retention and conversion rates, while lowering support loads. We even integrate with other support tools for a seamless, all-in-one customer experience. Join more than 500 companies such as Atlassian, Heap, Adroll and Dell, using Elevio to help customers succeed.
Scale your customer success without hiring more support staff. Elevio is a self-service platform that makes it easy for customers to get the right support content, when and where they need it - so...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Retently helps you track business CX metrics: NPS, CSAT & CES. Collect, manage and act on the received customer feedback.
Retently helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on, prevent customer churn, and turn Detractors into Promoters.
Retently helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on, prevent customer churn, and turn Detractors into Promoters.

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
GuideCX® is a client onboarding platform for internal and customer teams that makes it easier for customer to succeed.
GuideCX is a client onboarding and project management platform that makes it easier for customer to succeed and decreases customer churn. Task automation, transparent project views, and easy access to tasks and status updates through the portal, email, or mobile app keep your client at the center of every project.
GuideCX is a client onboarding and project management platform that makes it easier for customer to succeed and decreases customer churn. Task automation, transparent project views, and easy access...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Minerva is the easiest way to capture and share clickable instructions for anything on the internet.
Minerva empowers you to effortlessly create clickable instructions for anything online. Any time you have to communicate a set of steps, without physically standing next to someone, you can use Minerva! The tool is free. For additional paid features (e.g. analytics, collaborative editing), we're excited to offer additional support.
Minerva empowers you to effortlessly create clickable instructions for anything online. Any time you have to communicate a set of steps, without physically standing next to someone, you can use...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Bolstra is ideal for medium sized to large enterprise B2B companies who have recurring revenue streams and deliver high value services
The only agile Customer Success Management platform designed to provide complete visibility into your customers so you can do the right work at the right time and fully scale your best practices.
The only agile Customer Success Management platform designed to provide complete visibility into your customers so you can do the right work at the right time and fully scale your best practices.

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Web & in-app real-time customer communication software for support. Co-browse, live chat, chatbot, video & voice.
Acquire equips enterprise teams with the digital tools they need to create the best customer experiences. With features including secure cobrowsing, AI chatbots, live chat, and video calling. Acquires flexible and scalable software suite meets the customer service and support needs of any business on any device.
Acquire equips enterprise teams with the digital tools they need to create the best customer experiences. With features including secure cobrowsing, AI chatbots, live chat, and video calling....

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Planhat is a Customer Success Platform focused on making Customer Success simple.
Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a modern CS Platform. The difference is in the design, usability & speed to implement.
Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
ProfitWell provides absolutely accurate, real-time reporting and analytics for subscription businesses - 100% free.
ProfitWell provides absolutely accurate, real-time subscription reporting and analytics. From MasterClass and Zenefits to Shipt and Vice, over 20,000 recurring revenue companies depend on ProfitWell to track their businesses. Link Stripe, Zuora, Zapier, or another source of billing data to see your metrics in 5 minutes - all completely free, forever.
ProfitWell provides absolutely accurate, real-time subscription reporting and analytics. From MasterClass and Zenefits to Shipt and Vice, over 20,000 recurring revenue companies depend on ProfitWell...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling & customized reporting.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Totango is a customer success platform that drives action and focus for teams and predictable results for management.
Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time.
Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
AI-powered knowledge management purpose-built for customer success. Central management of all data to support omni-channel service.
USU Knowledge Management is the leading knowledge management platform for customer service. Our omni-channel knowledge management harnesses the power of AI to boost customer success and make service as simple as a Google search. Easily integrate with leading service platforms. Increase efficiency and and increase agent and customer satisfaction with a predictive knowledge management solution that provides a single source of truth with accurate, QA'd, and always up-to-date information.
USU Knowledge Management is the leading knowledge management platform for customer service. Our omni-channel knowledge management harnesses the power of AI to boost customer success and make service...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Rindle helps teams automate their customer onboarding processes, improving the accuracy of critical data and information.
Rindle helps teams automate their customer onboarding processes, making them standardized and streamlined, and improving the accuracy of critical data and information. Integrations with the tools you already use (Slack, Google Drive, Dropbox, & more) streamline communication, while Automations and Mirrors ensure you work consistently and efficiently.
Rindle helps teams automate their customer onboarding processes, making them standardized and streamlined, and improving the accuracy of critical data and information. Integrations with the tools you...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA...

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts
Skilljar's cloud-based, mobile-responsive learning management system (LMS) enables businesses to scale customer and partner training.
Skilljar is the leading training platform purpose-built for external education. Our enterprise-grade platform gives you all the tools you need to onboard, engage, and retain customers at scale. Skilljar enables your Customer Success teams by helping you scale your training program and proactively educate customers and partners.
Skilljar is the leading training platform purpose-built for external education. Our enterprise-grade platform gives you all the tools you need to onboard, engage, and retain customers at scale....

Features

  • Health Score
  • Customer Management
  • Customer Engagement Software
  • Account Management Software
  • Onboarding Software
  • Account Alerts