Customer Success Management Platforms Reviews and Ratings
What are Customer Success Management Platforms?
Customer success management (CSM) platforms are AI-enabled SaaS solutions used by B2B organizations selling subscription-based solutions to guide life cycle interactions and provide visibility into account health. CSM platforms help customer success and account-facing teams to achieve customer retention, growth and value realization objectives. They provide the ability to define and execute playbooks and automate customer outreach based on triggers or specific journey stages. Using data ingested from internal and external sources, these platforms can provide customer health alerts and suggest or automate next best actions. These platforms also provide capabilities for managing and resourcing the customer success function.
Businesses that offer high-value products and/or services, often sold through subscription models, are using CSM programs to retain and grow revenue from existing accounts. Customer success management is the business discipline of guiding customers to realize value through product adoption or service utilization across the owning life cycle. It uses a data-driven approach to monitor customer health and engagement and uncover insights that drive proactive and prescriptive action leading the customer to derive value, renew, expand and advocate. CSM platforms are necessary to scale the function, providing oversight and insight into team performance and the hundreds or thousands of accounts at various life cycle stages.
CSM platforms provide capabilities to create a holistic view of the customer, guide customers through their onboarding and owning journey, and surface customer health indicators in a way that provides actionable insights to all stakeholders. They also provide capabilities for managing the function, including customer segmentation, account assignments and planning, individual activity and performance, pipeline management and revenue forecasting.
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ChurnZero Customer Success Platform is a software designed to help subscription businesses manage and improve customer retention by offering real-time customer health scores, automated lifecycle management, and customer segmentation capabilities. The software provides tools for tracking customer engagement, product usage analytics, and workflow automation to proactively address churn risks. It enables organizations to deliver tailored onboarding experiences, monitor relationship milestones, and segment customers based on usage patterns and engagement metrics. ChurnZero Customer Success Platform supports collaboration among teams through centralized account management and reporting features. The software addresses the business problem of reducing churn, increasing customer satisfaction, and optimizing processes that drive recurring revenue and long-term client relationships.
Custify is a customer success software designed for businesses utilizing a subscription-based model. The software provides tools for customer onboarding, engagement tracking, and proactive account management by integrating with existing customer relationship management and support platforms. Custify enables users to monitor customer health scores, automate workflows, and receive alerts for potential churn risks. The software offers detailed analytics and reporting features that assist in identifying upsell opportunities and streamlining communication between customer success teams and clients. Its functionality is intended to help organizations reduce churn rates, improve retention, and optimize customer lifecycle management.
Freshdesk Customer Success software enables businesses to manage customer relationships and engagement by providing tools for tracking customer health, monitoring product adoption, and identifying at risk accounts. The software is designed to facilitate proactive account management through automated workflows, customizable dashboards, and integration with communication platforms. Its features include customer segmentation, lifecycle tracking, and analytics to enhance visibility into customer interactions and drive retention initiatives. Freshdesk Customer Success software aims to support customer success teams in improving customer satisfaction and addressing business challenges related to churn and customer support efficiency.
Planhat Customer Success Platform is a software designed to help organizations manage and optimize customer relationships throughout the entire lifecycle. The software offers features such as customer health tracking, task management, data consolidation from various sources, and customizable workflows. It provides analytics and reporting tools to monitor product usage, adoption, and engagement trends, aiming to drive retention and reduce churn. Planhat Customer Success Platform enables teams to collaborate on customer segments, automate communication, and efficiently manage renewals and expansion opportunities. By centralizing customer data and offering actionable insights, the software assists businesses in delivering proactive support and tailored customer experiences.
Gainsight Customer Success is a software designed to help organizations manage and enhance customer relationships by leveraging data-driven insights. The software provides tools for tracking customer health scores, managing accounts, automating workflows, and facilitating proactive engagement. It integrates with various CRM and support platforms to centralize customer information and offers analytics capabilities to identify trends and risks. Gainsight Customer Success aims to assist businesses in reducing churn, improving retention, and driving expansion by supporting cross-functional collaboration and informed decision-making based on customer behavior and feedback. The software addresses the challenge of maintaining long-term customer value and satisfaction through actionable data and process optimization.
Velaris is a software designed to support customer success management by providing a unified platform for tracking customer interactions, product usage, and account health. The software offers features such as account segmentation, workflow automation, and customizable dashboards to help teams monitor customer engagement and identify opportunities for growth or risk mitigation. Velaris integrates with various CRM and communication tools to centralize customer data, streamlining processes such as onboarding, renewals, and relationship management. The software aims to help organizations enhance retention and expansion by offering actionable insights and facilitating collaboration across customer-facing teams.
Totango is a software designed to assist businesses in managing and optimizing customer success. The software provides tools for monitoring customer engagement, automating workflows, and analyzing customer health metrics. Users can set and track goals for customer adoption, retention, and expansion. Totango enables segmentation of customer accounts, creating targeted actions based on activity and lifecycle stage. Through its integration capabilities with various business systems, the software facilitates a unified view of customer data. Teams can use Totango to collaborate on account plans and respond proactively to churn risks. The software aims to support organizations in improving customer satisfaction and achieving measurable business outcomes related to customer relationships.
Kapture CX is an advanced omnichannel customer support platform leveraging AI technology. It is tailored to enhance enterprise capabilities in delivering a streamlined customer experience. Deployed across 16+ countries and serving over 1000 customers, Kapture offers customizable solutions for various sectors such as BFSI, Retail, Travel, and more. The platform facilitates organizations in improving essential metrics to enhance contact center efficiency and cost-effectiveness by consolidating operations onto a unified platform.
ClientSuccess is a software designed for customer success management that focuses on optimizing client relationships and retention. The software enables businesses to track customer engagement, manage renewals, monitor customer health scores, and analyze key metrics associated with customer accounts. ClientSuccess offers features such as task management, account segmentation, reporting, and workflow automation to support customer success teams in achieving organizational goals. By providing visibility into customer data and trends, the software helps businesses address account risks and streamline processes related to customer lifecycle management, with the objective of strengthening customer satisfaction and minimizing churn.
Gainsight PX is a software that enables businesses to analyze and optimize user engagement within their products. It provides product analytics, in-app engagement tools, feedback collection, and onboarding capabilities designed to help teams measure user behavior and understand product adoption. The software offers segmentation, feature usage tracking, and insights into user journeys, allowing organizations to identify friction points and improve user experience. Gainsight PX supports targeted messaging and guides to deliver relevant content and support directly inside the product. Its integration capabilities facilitate the consolidation of user data and collaboration with customer success and product teams, supporting data-driven decisions aimed at fostering retention and usage.
Pylon is a software designed to assist businesses in managing cloud infrastructure and spending. It offers features such as cost tracking, real-time monitoring, and automated recommendations for optimizing cloud resources. The software enables users to gain better visibility into cloud expenses and helps identify opportunities for cost savings. It is intended to address challenges related to managing complex cloud environments and reducing unnecessary expenditures. Pylon provides detailed analytics and reporting to support decision-making regarding resource allocation and budgeting within cloud operations, facilitating efficient management of cloud investments and usage.
Staircase AI software is designed to analyze customer interactions and relationship data, extracting insights to support customer success teams in monitoring engagement and predicting health risks. The software utilizes artificial intelligence to examine communication patterns and behavioral signals from various sources such as emails and meetings, facilitating the identification of trends and opportunities for improved collaboration and retention. By automating assessment of relationship quality, Staircase AI software aims to address the business challenge of proactively managing customer accounts and reducing churn by providing actionable intelligence for decision-making in customer success strategies.
AppEQ.ai is a software designed to deliver customer insights and collaborative tools directly within workflow applications. The software overlays contextual notifications and nudges onto existing platforms, enabling teams to access relevant customer information without switching between multiple tools. AppEQ.ai brings together data from various business systems such as customer success platforms, support software, and customer relationship management systems, offering unified visibility and real-time guidance. This software aims to enhance productivity by centralizing customer context and supporting workflow automation, which addresses the business challenge of fragmented information and helps teams make informed decisions during customer interactions.
EvaluationsHub consolidates customer success data into a single platform, including surveys, internal team feedback, performance metrics, documents, and external news sources. The tool enables teams to launch initiatives, monitor health scores, track KPIs, and automate follow-ups through AI-driven insights and predictive analytics. A collaborative portal supports transparency and engagement, while CRM integrations provide complete visibility. EvaluationsHub is designed for quick deployment and configuration, helping organizations shift from reactive case management to proactive value delivery through automated follow-up and health score tracking.
Account Planner is a software developed to facilitate account management processes for organizations focusing on B2B sales. The software provides features for visualizing and mapping account structures, capturing key stakeholder information, and tracking goals and activity progress. It supports users in developing account plans by enabling collaboration and centralized documentation, offering insights through account analytics and reporting capabilities. Account Planner addresses the business challenge of organizing and managing complex account relationships, improving strategic engagement, and ensuring proper alignment of sales activities with client objectives. The software is designed to help teams standardize account planning methods and streamline processes that support long-term account growth and retention strategies.
Akita is a customer success software designed to assist businesses in managing and improving relationships with customers. The software offers features including customer health tracking, account segmentation, workflow automation, and actionable insights to help teams monitor engagement and retention. By integrating with various data sources, Akita provides a unified view of customer interactions and supports teams in identifying opportunities to mitigate churn and increase satisfaction. The software addresses the business problem of fragmented customer data and manual processes by streamlining collaboration and reporting within organizations focused on customer management.
Catalyst software is developed by Totango to support customer success management for businesses. The software provides features for tracking customer engagement, defining customer health scores, and automating workflows across multiple customer touchpoints. Catalyst software enables organizations to analyze customer data, identify risks and opportunities, and manage accounts and renewals. By integrating with various third-party platforms, the software facilitates centralized information sharing and collaboration among customer success teams. Catalyst software is used to streamline processes, enhance visibility into customer journeys, and provide actionable insights for maintaining and expanding customer relationships.
CentraHub CRM is a software designed to support businesses in managing customer relationships, sales processes, and marketing activities. The software provides tools for tracking leads, managing contacts, automating sales tasks, and analyzing business performance through reporting and dashboards. CentraHub CRM offers workflow automation to streamline repetitive tasks and integrates with various third-party applications for enhanced functionality. The software enables organizations to centralize customer information, monitor interactions, and improve collaboration among sales and support teams. By facilitating better customer data management and process automation, CentraHub CRM addresses the need for efficient sales operations and informed decision-making.
Churn360 is a software that helps businesses manage customer retention by providing insights into customer behavior and engagement. This software integrates data from multiple sources to analyze patterns and predict customer churn, allowing organizations to identify at-risk customers and take targeted actions. It offers features such as automated alerts, customer health scoring, and segmentation based on user activity and lifecycle stages. Churn360 aids in understanding the causes of customer attrition and improving retention strategies by enabling detailed monitoring of customer interactions. The software is designed to support customer success teams in reducing churn and enhancing overall satisfaction by delivering actionable analytics and recommendations.
Features of Customer Success Management Platforms
Updated November 2025Mandatory Features:
Application of GenAI to increase efficiency: Use of GenAI to generate real-time account summaries and customer communications that can be used to streamline customer success efforts.
Customer adoption, health tracking and analytics: Generate and track customer adoption or health scores, triggering alerts and touchpoints. Analyze health and engagement trends over time for individual accounts and segments, guiding customer success managers in proactive decision making.
Customer data management: Bidirectional integration with CRM solutions and the ability to integrate and use customer data from multiple additional sources. Other sources include (but are not limited to) product analytics, customer data platforms (CDPs), data warehouses, ERP, learning management systems (LMSs), case management, knowledge management solutions, marketing automation, account-based marketing (ABM) and voice of the customer (VoC) platforms.
Account success plans: Ability to capture, refine and track progress toward desired business outcomes and resourcing requirements that support joint internal planning with sales, marketing and service teams.
Customizable dashboards and analytics: Create and customize customer account and team performance dashboards that provide aggregate views and summaries at the segment, team and individual customer success manager level. Ability to extend to cater to enterprise stakeholders, including sales, customer marketing and product team needs.
Customer profile management: Build or automatically generate profiles that provide a holistic view of the customer. This includes products and services purchased, interactions, and where clients are in their life cycle journey for each solution.
Playbooks: Codify, customize, execute and track the use of best practices to manage customer journey stages such as onboarding and renewals, and customer situations like risk or growth opportunities journey.















