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Customer Success Software

Customer Success

What is Customer Success Software?

Customer Success software provides a high level view of your customer health and enables your customer success through onboarding, health tracking etc. Customer Success software integrates with your existing CRM and provides additional functionality to ensure your at-risk accounts do not fall through the cracks.

Common Features

  • Account Health Tracking
  • Onboarding Workflow Management
  • Onboarding Collateral Management
  • CRM Integration
  • Reporting and Analytics
  • Onboarding Portal
  • Customer Scorecards
  • Surveys and Polling
  • Centralized Note Taking

Top Customer Success Software

2024 Data Quadrant Awards

2025 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

Switch to Emotional Footprint
Products: 10
Next Award: Nov 2025

Top Customer Success Software 2025

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

Filter by
Catalyst Software

Catalyst

Composite Score
7.0 /10
CX Score
6.7 /10

Catalyst is a Customer Success Platform (CSP), that integrates with all the tools you’re already using to provide one centralized view of customer data. Customer Success Managers can proactively take the right actions to prevent churn, such as receiving automated alerts when a customer is not using certain features that are critical to their success.

Scorecard
Scorecard

Pros

  • Security Protects
  • Helps Innovate
  • Continually Improving Product
  • Trustworthy

Products below are ineligible for awards due to insufficient recent reviews

Whatfix

Whatfix

Composite Score
8.3 /10
CX Score
8.6 /10

Whatfix is a Digital Adoption Platform that helps users achieve optimal performance by providing them quick and easy access to contextual information, needed at the time a task is being performed. With Whatfix, enterprises enable their users to quickly adopt any software application thereby eliminating the time spent in referring multiple resources for help and support.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Vitally

Vitally

Composite Score
7.9 /10
CX Score
8.3 /10

Vitally helps you empower your B2B Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
ClientSuccess

ClientSuccess

Composite Score
7.6 /10
CX Score
8.0 /10

ClientSuccess is a simple yet sophisticated solution that both the front-line CSMs and the Executive team will love. For the CSMs, we bring together the tools, best practices, insights and analytics they need to proactively manage their customers. For the Executives, we deliver the deep analytics, metric and reports to provide a comprehensive view of the health of their SaaS business.

Scorecard

Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity
Badge Winner
CustomerSuccessBox

CustomerSuccessBox

Composite Score
7.6 /10
CX Score
8.0 /10

CustomerSuccessBox is an Outcome Driven customer success platform which helps B2B SaaS companies reduce churn and grow their recurring revenue. It automates customer onboarding, product usage analysis and user communication. Thus enabling success managers to deliver a superior customer onboarding experience, retain customers, drive, upsell and improve Monthly Recurring Revenue (MRR) and Life-time Value (LTV) for SaaS businesses.

Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Enables Productivity
Userpilot

Userpilot

Composite Score
7.3 /10
CX Score
7.8 /10

Userpilot is a product experience software that gives non-technical teams the ability to create powerful contextual onboarding experiences. 100s of product and customer teams from companies such as UiPath, Porsche and McGraw Hill trust Userpilot to increase their user adoption through behavior-driven product experiences and to deliver beautiful, personalized and highly customizable user experiences.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Enables Productivity
Planhat

Planhat

Composite Score
6.9 /10
CX Score
7.1 /10

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance. We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases.

Scorecard

Pros

  • Respectful
  • Fair
  • Efficient Service
  • Acts with Integrity

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Strikedeck equips you with the right tools to understand customer health, usage trends, reduce churn, improve advocacy, and increase CSM productivity in a centralized system. With Strikedeck’s 360° Customer Success dashboard, you’ll have a single, unified system of record for each and every customer. Real-time health scoring will help identify key customers, and alert you to critical status changes.

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Akita is a Customer Success Management platform that helps businesses nurture, retain, and grow their customer base. Akita connects the cloud-based software-as-a-service applications business use and aggregate data in real-time. This provides Customer Success Managers with a comprehensive history of their customer relationships spanning every department in their organization. Customizable, intelligent alerts based on this data will help businesses optimize their account retention and expansion processes.

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Salesmachine is a Product Led customer success platform. It enables sales, growth, and customer success teams to manage customers during their journey. Salesmachine modular approach fits business needs, at each step of the customer journey (ie trial, adoption, renewal, or churn) and all accounts/contacts are scored to trigger manual playbooks or workflows.