Customer Success Management Platforms Reviews and Ratings

What are Customer Success Management Platforms?

Customer success management (CSM) platforms are SaaS solutions typically 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 and growth objectives. They provide the ability to define and execute playbooks, and automate customer outreach based on triggers or specific journey stages. Using data collected from customer success teams and ingested from other internal systems, these platforms can provide customer health alerts and can suggest or even automate next best actions.

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ChurnZero is the platform and partner for customer success, dedicated to helping subscription businesses grow and succeed at scale. ChurnZero’s customer success software provides automation, in-app communication, health scoring, actionable reporting, revenue forecasting, and Customer Success AI to help Customer Success teams work efficiently, deliver greater customer value, and drive more revenue.

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Freshworks Inc. (NASDAQ: FRSH) creates AI-boosted business software anyone can use. Purpose-built for IT, customer support, and sales and marketing teams, our products are designed to let everyone work more efficiently and deliver more value for immediate business impact. Headquartered in San Mateo, California, Freshworks operates globally.

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Velaris is a comprehensive Customer Success Platform designed to automate processes, centralize data, and enhance communication, helping businesses manage customer relationships effectively and efficiently. With Velaris, Customer Success teams can understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve.

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Gainsight focuses on assisting companies in achieving sustainable growth through its state-of-the-art platform. This platform comprises four main tools - Gainsight CS, PX, DH, and Customer Education, designed to aid customer success, product, and community engagement teams in scaling efficiently, building alignment and developing a comprehensive view of their customers. The primary aim is to promote product adoption, reduce customer turnover, and nurture customer communities. The software finds its use across numerous companies of varied sizes and industries. Gainsight is a part of the Vista Equity Partners portfolio since 2020. It operates globally with offices across the US, UK, Netherlands, Israel, and India.

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Totango is an enterprise focused on offering a Composable Customer Success platform. The platform, based on a modular foundation and ingrained best practices, is designed to adapt and grow in line with the evolving business needs. Totango's tools are noted for their speedy implementation and integration, prompt realization of value, and efficiency in ownership and operation. The firm's solution provides real-time access to customer health, alert notifications for risks and opportunities, as well as facilitating proactive, intelligent engagement with users to enhance net revenue retention and boost organizational productivity.

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Planhat is a comprehensive platform that addresses the business concern of managing customer relations and analyzing data to enhance customer success and expand customer lifetime value. The firm, founded in Stockholm, Sweden in 2015, serves technology companies around the world with a focus on streamlining their business by prioritizing customer-centricity. Planhat has a strong international presence with a large team spread across Europe, North America, South America, and the Asia Pacific.

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Kapture is an enterprise-grade AI powered omnichannel Customer Experience management platform with a deep focus on customer support. Kapture adapts to evolving customer expectations and transforms good customer experiences to great ones. Kapture’s teams and technology are built ground up with a core focus on “the customer”. Built around hyper-personalization, Kapture brings context and intelligence to every resolution while keeping it extremely personalized making every customer feel valued and every resolution unique.

With expertise in four key industry verticals: Retail (offline + ecommerce), BFSI, Travel, and Consumer durables (consumer goods and appliances), Kapture today is helping 1000+ businesses in 16 countries create wonderful customer experiences.

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Gainsight focuses on assisting companies in achieving sustainable growth through its state-of-the-art platform. This platform comprises four main tools - Gainsight CS, PX, DH, and Customer Education, designed to aid customer success, product, and community engagement teams in scaling efficiently, building alignment and developing a comprehensive view of their customers. The primary aim is to promote product adoption, reduce customer turnover, and nurture customer communities. The software finds its use across numerous companies of varied sizes and industries. Gainsight is a part of the Vista Equity Partners portfolio since 2020. It operates globally with offices across the US, UK, Netherlands, Israel, and India.

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ClientSuccess is transforming the approach of Software as a Service (SaaS) companies to maintain, sustain, and expand their current customer base. Their primary function involves assisting these firms in actively managing customer relationships, evaluating customer health, reducing churn, and boosting revenue. The company underlines the significance of relationships in the SaaS industry, emphasizing a 'customer for life' approach rather than contract-bound partnerships. In the era of data abundance, they highlight the importance of understanding why customers use a product service, not just what they do, as a method of decreasing churn and increasing revenue. ClientSuccess offers a solution rich in functionality, providing a range of tools and analyses for customer success managers, and delivering substantial metrics and reports for executive teams. This leads to a thorough understanding of the health of the SaaS business.

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AppEQ is an AI Assistant for Customer Success teams designed to help businesses maximize revenue through enhanced retention, upsell, and cross-sell opportunities. By providing a unified in-app workspace, AppEQ integrates seamlessly with your existing tools, consolidating data and delivering actionable insights in real time. With features like the Early Warning System, SmartSlide for automated QBR preparation, and role-specific workbenches, AppEQ empowers Customer Success teams to drive meaningful customer engagement, streamline workflows, and make data-driven decisions. Trusted by growing businesses, AppEQ simplifies complexity and enables teams to focus on strategic growth

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Staircase AI is a company dedicated to delivering a Customer Analytics platform designed to aid Revenue leaders in enhancing their Net Revenue Retention (NRR). The primary function of its artificial intelligence system is to combine human interactions and product usage data, thereby predicting customer churn and detecting potential growth possibilities. The platform has the capabilities to scan millions of customer communications across various channels including emails, tickets, chats, calls and more. This integrated approach provides comprehensive insight into customer behaviour for Sales and Customer Service teams.

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DemandFarm is a company that aims to change the landscape of Account Planning. The focus is on facilitating the process of account tracking, developing upsell and cross-sell approaches, and enhancing relationship mapping using digital tools. These solutions are designed to integrate effortlessly within a company's existing Customer Relationship Management (CRM) system. DemandFarm has a track record of helping organizations grow their revenues by using their advanced solutions. The firm's automation tools are used by sales and account management teams in various organizations globally. The solutions enable these teams to manage their sales pipelines, strategize on deals, forecast outcomes, and improve client retention. DemandFarm maintains high standards for information security and privacy. The company serves a substantial number of users who utilize its Digital Account Planning tools.

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Akita operates as a Customer Success Management platform, committed to encouraging the growth and retention of businesses' customer base. The company's strength lies in integrating cloud-based software-as-a-service applications used by businesses and compiling data instantaneously. The aggregated data offers Customer Success Managers a detailed record of customer interactions throughout different departments within their organization. Akita designs adaptable, data-driven alerts to streamline account retention and expansion operations.

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CentraHub is a vendor of digital transformation solutions. The company offers business process automation suites, CRM, HCM, and Studio platforms, which are all geared towards facilitating the transformation of different business landscapes. Originating from a product portfolio that began in 2002, CentraHub's offerings have adapted and evolved over almost two decades. The company focuses on delivering highly automated solutions, and in this period, it has provided its services to numerous corporate entities across multiple locations. Furthermore, CentraHub's management team brings extensive experience to bear in serving its client base effectively.

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Kovai.co is an enterprise software company specializing in business-oriented hardware and software systems. Its range of business software products encompasses a variety of sectors including Microsoft BizTalk and Azure Serverless platforms, as well as knowledge management software as a service (SaaS). Known for their innovative approach, Kovai.co's product development team continually seeks fresh ways to build robust enterprise software and SaaS products. With its central office in London, U.K, and a development center in Coimbatore, India, Kovai.co hosts a team of engineers with specific skills and deep domain expertise.

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Cust is an independent platform focused on customer success. It facilitates a high-touch experience tailored to companies' smaller customers. The platform employs AI agents to actively familiarize themselves with long-tail customers. These insights are converted into a bespoke customer success strategy. The platform aims to guide customer decisions throughout their engagement with the company, from the onboarding process to the renewal stage.

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