Alternatives to AppsForOps Timeline

Compare AppsForOps Timeline alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AppsForOps Timeline in 2024. Compare features, ratings, user reviews, pricing, and more from AppsForOps Timeline competitors and alternatives in order to make an informed decision for your business.

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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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    CallShaper

    CallShaper

    CallShaper

    CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.
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    LiveAgent

    LiveAgent

    Quality Unit

    Stay on top of all customer requests and inquiries with LiveAgent, the most reviewed and top-rated help desk software for SMB in 2024. LiveAgent boasts the fastest chat widget on the market and has over 150M end-users worldwide. LiveAgent is a fully-featured web-based live chat and helpdesk software. LiveAgent harnesses the power of a universal inbox, real-time live chat, built-in call center, and a robust customer service portal. LiveAgent has over 175+ helpful features such as advanced automation features, rules, tags, and 195+ integrations. Join companies like BMW, Yamaha, Huawei and Oxford University in providing world-class customer service. Start your free 1-month trial today, no credit card required.
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    Starting Price: $9.00/month/user
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    Office Timeline

    Office Timeline

    Office Timeline

    Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates. The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements. Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time. Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.
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    Starting Price: $59.00/year/user
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    elevio

    elevio

    elevio

    Elevio is a knowledge platform that helps companies capture, deliver, measure and evolve their product knowledge. We help growing teams reduce their support loads and enterprise teams better manage their knowledge requirements. Deliver contextual answers to customers or give your support agents the right info as they need it. Reduce support loads, increase customer success and create custom knowledge experiences for your product. Is your team utilising Knowledge Centred Service (KCS)? With Hub, your whole team can collaborate to make sure your docs are up to date, accurate, and as detailed as they need to be. Based on user feedback and data analysis, it's the backbone of continuous user education.
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    SurveyOL

    SurveyOL

    SurveyOL.com

    SurveyOL is professional, effective, and easy. It offers cutting-edge communication and feedback technology, once accessible only for "big" companies, now for small businesses as well. Select from a wide collection of question types including Multiple Choice, Image Choice, Dropdown, Textbox, Comment Box, NPS, Star Rating, Slider, Date/Time, Grid, Rankings, Uploads, and much more. More than 100 free survey templates are available to serve as the foundation for your custom surveys. SurveyOL provides flexible color themes and easy customization of color styles and fonts. You can increase your response rate by sharing your surveys via web, QR code, social media, SMS text messages, email invitations, and website embedding. Its real-time responses and robust analytical tools will help you meet your timeline and budget expectations. You can easily export survey results to Excel, Word, PPT or PDF. With SurveyOL, you can make better decisions.
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    Fibery

    Fibery

    Fibery

    Build your own workspace. Create connected tools that adapt and grow with your company. No coding. Your company changes. Existing tools are always behind, and you have to migrate to new tools. This is a painful and time consuming process. Fibery adapts and grows with your company. A work management platform that replaces many tools inside your company and embraces changes. Create a custom app in minutes. Fibery provides freedom for curious lego-lovers. Create apps with types, formulas, action buttons and views. Connect apps to build a single workspace for all roles in your company. Visualize processes with Tables, Boards, Timelines, Charts & Canvases. Track everything in a single space. Write, plan, track, connect and collaborate to get things done in one workspace. Organize work as you wish, without constraints. Mix Documents, Boards and Charts. Collaborate in docs in real time. Comment, mention, create new entities from text.
    Starting Price: $9 per user per month
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    Project Office

    Project Office

    DK Consulting

    Project Office is a full-featured project management app. Designed to help you manage, create and monitor your projects. Use tasks, milestones, groups, connections and a lot of other features, for better work organization. Project Office has peculiarities like Gantt charts, schedules, summaries, and milestones to let you manage all of your activities. Project Office helps you in managing both simple and complex projects without any complexity. Project Office provides features like: Gantt chart allows monitoring your entire plan at a glance. Each task is shown graphically on visual timeline by day, week, month or year. Visualized view helps you keep an eye on tasks durations, start and due dates, completion percentage, dependencies and resources assigned. Furthermore you can easily edit tasks directly in Gantt chart view. Friendly and intuitive interface helps you get things done fast and stays out of your way while doing so. Efficient resource management.
    Starting Price: $34.95 one-time
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    Glances

    Glances

    Glances

    Searching for information across web apps wastes time and drains your productivity daily. We built Glances to securely connect all of your apps and provide a simplified view of the data you need in real-time – no coding necessary. Glances works on any webpage you visit and within any app you use, so you and your team can accomplish more every day. Loading applications, clicking around, and switching tabs to view relevant details on your contacts is a time-consuming struggle. Working right in your browser, Glances can save 30 to 60 seconds on each task by empowering you with a single place to see your customer data, pulled in real-time from all of your favorite apps and platforms. Kicking off your workday can feel chaotic from juggling team messages, email inboxes, and project management tools just to find your focus.
    Starting Price: $14 per user per month
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    Timestream

    Timestream

    Ntrepid

    Collaborative Investigation Timeline & Presentation Platform. There’s a story in your data. Tell it with Timestream. Scan documents for dates, names, and locations. Update and communicate in real time. Easily import data from your misattributed platform. Bookmarks: note important information for another team member or to revisit later. Bulk upload: import various types of documents at once. Presentation view: view your case events in presentation mode. View overlapping sets of information to discover patterns and connections. Export automatic, professional presentations. Simplify and illustrate complex events in your investigation & research.
    Starting Price: $995.00/year/user
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    Jira Work Management
    Business project management software. See all project information at a glance with Jira Work Management (formerly Jira Core). Manage your projects and keep your team organized. Managing projects and tasks in Jira Work Management starts with a workflow. Workflows define your process and enable your team to track tasks. Jira Work Management Cloud instances also have boards that allow you to visualize your workflows and drag and drop tasks from to-do to done. Currently available in cloud offering only. Task management is easier with statuses, comments, and attachments in one place. Everyone knows a project's details at a glance without having to email or set up a meeting. Plus, with notifications you'll know when your attention is needed. How many tasks are still in progress? Which team member has too much on their plate? Using Jira Work Management, you can follow the status of your team's projects in different ways: with a quick overview, customized dashboards, and more.
    Starting Price: $5 per user per month
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    Dropbox Paper
    Create and edit docs without leaving Dropbox. Paper is more than a doc-it’s a workspace that brings creation and coordination together in one place. Write and edit, brainstorm, review designs, manage tasks, or run meetings. You’ll find your Paper docs in Files, along with all your Dropbox content. Recently viewed or created docs are also listed in Home.
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    Vizzlo

    Vizzlo

    Vizzlo

    Seamless plug-ins for PowerPoint and Google Slides, cloud support, and platform-agnostic desktop apps: tools shouldn’t add extra steps to your workflow, so Vizzlo exists exactly where you want it–just when you need it. Our intuitive interface takes seconds to navigate for any skill level, but handles complex data with ease. Powerful additional analysis functions are just one click away. Upload the fonts, colours, layouts and logos of your corporate design to templates that make sure everyone in your organization is on the same page. Add members to your team and let the ideas flow–you’ll see exactly who works on which projects with document history. Smart features like time-shift and data sync make it easier than ever to update your favourite visuals in two clicks.
    Starting Price: $11 per user per month
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    SmartDraw

    SmartDraw

    SmartDraw

    Make network diagrams, data flow diagrams, entity relationship diagrams and more. SmartDraw is the easiest and most powerful diagram maker on the market. To start, choose from one of the many included diagram templates (there are literally thousands) and SmartDraw will walk you through the rest with intuitive tools and lots of included symbols at your fingertips. In many cases, diagrams will feel like they make themselves as Smartdraw automatically aligns shapes and objects in just a few clicks. Hundreds of professionally designed diagram templates and examples make you instantly productive. Simply choose the template that is most similar to your project, and customize it to suit your needs. Drag and drop symbols from the thousands included. With many diagram types like flowcharts and org charts, SmartDraw comes with powerful automation that builds your diagram for you, automatically.
    Starting Price: $9.95 per user per month
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    Zendo

    Zendo

    Zendo

    Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.
    Starting Price: $12 per user per month
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    Staircase AI

    Staircase AI

    Staircase AI

    Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn.
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    Preceden

    Preceden

    Preceden

    Create professional timelines & roadmaps in minutes. Preceden is a lightweight timeline maker that helps you quickly create great looking timelines and project roadmaps. With our intuitive web-based interface, numerous export options, and more, you'll be able to build and share your timeline in no time at all. Preceden is an easy-to-use timeline creator that helps you make professional timelines for work projects, school projects, and everything in between. Preceden's intuitive timeline editor helps you create clear visuals in minutes. Preceden is trusted by hundreds of thousands of people around the world for creating timelines. Try Preceden risk-free to see how easy it is to create a great-looking timeline.
    Starting Price: $69 per year
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    Timeline 3D

    Timeline 3D

    BEEDOCS

    Present historical events with Timeline 3D to reveal connections and clarify relationships. Make timeline charts of world history, family trees, fictional stories, or business deadlines. Timelines help you understand and present history from a new perspective! Timeline 3D has been completely redesigned inside and out. The new interface supports larger and more complex timelines. Every pixel is optimized for display on retina screens. Under the hood, we have upgraded all the code to use the latest Apple frameworks for better performance, stability, and features. Present interactive timelines with a 3D perspective. Use the arrow keys or your Bluetooth remote to fly over your timeline. The “M” key zooms into your media, either photos or video. Now you can search and filter events during a presentation too! Timeline 3D allows you to present the details in your timelines as well as the surrounding historical events as context.
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    Aeon Timeline

    Aeon Timeline

    Aeon Timeline

    The timeline tool for creative writing, project & case management. Designed for writers from its very inception, Aeon Timeline helps you plan, write and edit your story. Like a flexible Gantt chart that you don't hate using, Aeon Timeline helps you stay on top of projects. Aeon Timeline helps you visualize, analyze and present your legal cases. If you are looking for a simple, intuitive and flexible way to manage your next project, Aeon Timeline is the tool for you. A little like a Gantt chart but a lot more flexible, Aeon version 2 has been rewritten from the ground up to allows you to plan multiple projects and keep them up to date throughout their lifetime. Many traditional project management applications are written to suit a single need: to develop a single large, comprehensive plan at the start of a project… and leave it that way. Aeon Timeline aims to be different.
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    Agile CRM

    Agile CRM

    Agile CRM

    All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.
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    Starting Price: $8.99 per user per month
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    HubSpot Service Hub
    Customer service software that builds organization and efficiency into your customer service team. Start providing better customer service right now with Service Hub. Service Hub™ has all the tools you need to delight customers at scale. You’ll give them an extraordinary and efficient experience with your company, help them help themselves, and build a base of happy customers who advocate for your business. Deliver organized customer service that gives efficient help and complete answers. Customers don’t care about the internal structure of your company. They just want help. When your teams are cut off from each other, you create friction and confusion for your customers. With the tools in Service Hub™, you can finally build a frictionless customer experience. This starts with the Conversations inbox, which brings all your communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.
    Starting Price: $50 per user per month
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    TrialLine

    TrialLine

    TrialLine

    TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.
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    Timeline Software

    Timeline Software

    www.HistoryTimeline.com

    Timeline Software is a powerful interactive time line to explore your favorite history topics. Navigate timespans as large as the Geological Time Scale and the History of the Universe. Travel from the origin of the universe, starting billions of years ago, to the present and to the far future. Zoom in to see events during Prehistory, Ancient, Medieval and Modern History. Timeline Software also works as a microscope. Learn about Science and Technology topics while watching how ultra-fast events develop in less than a millisecond, such as a lightning strike. Timeline Software is a must have visual software for historians and everybody else.
    Starting Price: $24,5/year
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    EspoCRM

    EspoCRM

    EspoCRM

    Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices.
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    Spotler CRM

    Spotler CRM

    Spotler

    Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.
    Starting Price: $17.00/month
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    AppEQ.ai

    AppEQ.ai

    AppEQ.ai

    AppEQ is a customer retention software that provides real-time customer insights on top of your existing applications such as CRM, Helpdesk, Email, etc. Purpose-built for Customer Success and Account Management teams to gain real-time customer insights and drive retention revenue without the complexities of traditional Customer Success Platforms. Say goodbye to back and forth between teams and systems. With AppEQ you can minimize churn and maximize revenue retention by adopting "customer centricity" across teams & departments. AppEQ No-Code platform saves effort with a configure once, deploy everywhere One-Click integration Fast-growing SaaS companies just like yours use AppEQ to retain and grow their accounts.
    Starting Price: $25.00 / month / user
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    Amity

    Amity

    Amity

    Don’t get boxed in. Amity adapts to your business. Give your customers reasons to keep coming back by showing them the day-to-day value of using your product. Understand what success looks like to your customers and how your product can help them get there. Understand your customer’s motivation for the upsell and be perfectly positioned to expand it. You’ll never be surprised because Amity provides real-time insights that are tailor-made for your business. SmartPlaybooks™ enables your team to provide the right action at the right time. Management reports and dashboards provide leaders with the information required for predictable growth. To understand the entire customer lifecycle, Amity combines data from your application, website, and mobile apps with data locked in your billing, CRM, email, marketing, and support ticket systems.
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    ByTek Retention AI
    Retention AI is the low-code/no-code solution that allows you to collect all the information you already have about your customers, enrich it and make it actionable, without adding complexity to the systems you already have in place in your company. Customer data from multiple sources. Marketers often focus only on the acquisition, forgetting that being able to retain those who are already customers has much lower costs and a higher chance of success. eCommerce managers and CRM specialists, but also marketing agencies, e-mail marketing specialists, and advertising managers need to know more about their customers and their buying behavior. Retention AI provides insights into their customer base so they can implement “personalized” and effective marketing strategies. Simple import integrations allow you, in just a few clicks, to connect retention AI to your eCommerce platform or CMS. Keep track of all your metrics in a clear and immediate reporting tool.
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    CaseFleet

    CaseFleet

    CaseFleet

    CaseFleet software is designed specifically for litigators. CaseFleet is a robust chronology software that allows litigators to arrange and organize case timelines and manage evidence by creating fact links that are added directly to your chronology. With CaseFleet search feature you can quickly search for keywords in case documents and quickly open reviewer and start creating facts on matching pages, applying character recognition (OCR) to each document, you can rest assure that your searches won't miss anything.
    Starting Price: 40/month/user
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    Creately

    Creately

    Creately

    Creately is a visual collaboration platform. It enables teams to go from ideation to planning and execution in the same visual space. Visually add ideas to various frameworks, map processes, flows, or entire organizations, create technical architecture documents; the possibilities are endless with the 10,000+ templates that come with the platform. At first, Creately unlocks more innovation, creativity, and big-picture thinking in teams. On longer use, Creately becomes the single source of truth in projects and teams and acts as a Visual Database. You can add notes, attachments, link data, and bring together all relevant information in Creately. Creately is great for hyper-collaborative meetings and workshops, to run brainstorming sessions, map processes and flowcharts, create technical diagrams and designs, and plan and run agile projects.
    Starting Price: $8/month/user
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    EdrawMax

    EdrawMax

    Wondershare

    Creating flow chart, mind map, org charts, network diagrams and floor plans with rich gallery of examples and templates. Edraw Max is an extremely powerful all-in-one diagramming tool that can serve all of your purposes. Whether you need to draw flowcharts, fishbone diagrams, UML diagrams or design floor plans, office layouts, you can find what you want in Edraw Max. Importantly, it is quite affordable. Templates let you go fast. Get inspired and start your design quickly by choosing from thousands of our professionally designed templates. Excellent file compatibility allows you to import Visio files or export your drawings to a variety of familiar file formats, such as Visio, PDF, Word, PPT, JPEG, Html, etc. Edraw Max allows you to create more than 280 sorts of diagrams effortlessly, from the technical diagrams to the attractive infographics, which leaves Visio far behind.
    Starting Price: $99 per user per year
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    Lucidchart

    Lucidchart

    Lucid Software

    Lucidchart is an online diagram application that makes it easy to create and share professional diagrams. From system design, to brainstorming, to project management, we support all of your communication and collaboration needs. Thats why millions of users choose Lucidchart.
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    Starting Price: $7.95/month/user
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    Waitlyst

    Waitlyst

    Waitlyst

    Drive revenue and retention using autonomous AI agents that engage users across the entire customer journey. Drive growth with automated onboarding, activation, and retention processes using autonomous ai agents that send personalized, high-converting emails to your customers. Break free from managing complex workflows, and concentrate on building your product. Simply let Waitlyst know your primary focus and consider it done. Stay on top of growth and pre-empt changes in user behavior. Our zero-setup reports equip you with the key data needed to drive growth through informed decisions. Waitlyst works by unifying all of your company’s customer data and activity in one place. It eliminates data silos, giving you the insights needed to help drive revenue and retention.
    Starting Price: $50 per month
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    RetentionEngine

    RetentionEngine

    RetentionEngine

    RetentionEngine lets you build a cancel flow that captures insights on why your customers are cancelling, works to retain them, and identifies trends across the lifeycles of your customers. Unhappy customers are your greatest source of learning! What didn't work and who didn't it work for? What could change their mind? Can you fix it? All questions that RetentionEngine will help you answer and optimize. 80% of customers report that a business could have done something to keep them before they cancelled. Your customers are your best source of marketing and they talk. If the experience of cancelling is bad, potential customers will hear about it. Churn is on the rise, but RetentionEngine saves you time and saves your revenue. We've done the hard work so you don't have to! Get started via a simple integration with your subscription platform. RetentionEngine is the only no-code, AI-powered, offboarding experience designed to save you customers, time, and revenue.
    Starting Price: $59 per month
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    Userlist

    Userlist

    Userlist

    Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns based on what users do (or don’t do) in your product. Choose the right channel for each message: deliver via email or in-app messages. Segment your users based on their behavior. Send one-off broadcasts to make announcements and promote new features. Use built-in campaign templates, so that you never have to start from scratch. View your user profiles in a simple admin dashboard. Add filters or dive straight into user profiles one by one, where you can see all their events and properties.
    Starting Price: $99 per month
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    CrankWheel

    CrankWheel

    CrankWheel

    Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!
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    Arrows

    Arrows

    Arrows

    Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
    Starting Price: $99 per month
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    ConfirmKit

    ConfirmKit

    ConfirmKit

    ConfirmKit is the modern user research platform that helps you and your team to talk to users in an approachable and efficient manner. Now everyone in your organization can meaningfully contribute to making your products better. Identifying patterns and trends between interviews can be a time consuming effort. Let us do it for you. Now you can focus on your users and we'll show you the patterns. Creating an interview guide, reviewing notes, and remembering all the little details before you start an interview can be error prone. We've got you. With ConfirmKit, you only need to prepare once. Our platform systematizes your user interviewing process. Say good-bye to monotonous work. No need to copy/paste a document, dragging files into folders, or duplicating effort. Enhance your research from online chat, e-mail, online forums, existing research, and any place you can think of.
    Starting Price: $29 per month
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    Retain.ai

    Retain.ai

    Retain.ai

    Retain.ai helps enterprise organizations focus on the work that matters most. We analyze billions of monthly data points across all 500+ workplace applications, including browser, emails, meetings, and sales tools to uncover the behaviors that increase revenue, increase productivity, and reduce churn. Get intelligent recommendations for each customer segment from the gold-standard in workplace behavior data. Identify the high-value activities to focus on based on account, customer segment, or department. Powerful AI recommendation engines turn employee’s moments of genius to your best practices. Retain.ai helps you identify the gaps and inefficiencies in your workflow so you can uncover the methods that drive revenue and operationalize your best work. Our platform gives you a granular look into your customer base and the internal workflows that optimize ROI.
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    CustomerGauge

    CustomerGauge

    CustomerGauge

    CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today.
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    EverAfter

    EverAfter

    EverAfter

    You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product.
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    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading growth automation platform and CRM was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. Because we’ve been in our clients’ shoes, we made our platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies.
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    RevSetter

    RevSetter

    RevSetter

    Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth.
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    Custify

    Custify

    Custify

    Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.
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    Freshsuccess

    Freshsuccess

    Freshworks

    Proactive customer success software. Freshsuccess helps software and subscription companies prevent churn, increase expansion, and strengthen customer relationships. Gain more visibility into your customers. Quickly see account health, support tickets, billing history, communications, and user engagement. Identify risks and opportunities. Proactively address customer churn, and identify new advocates or expansion opportunities. Standardize workflows, automate tasks, and establish best-practices for your Customer Success team. See key metrics like churn, expansion, product adoption, and customer health. Leading B2B software and subscription companies trust Freshsuccess. A customer health score captures the attributes and behaviors of successful customers. Instead of relying on intuition, Customer Success professionals use health scores to spot customer risks and opportunities proactively.
    Starting Price: $79 per user per month
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    Gist

    Gist

    Gist

    Gist enables you to create embeddable experiences that range from simple welcome messages to complex multi-step flows. With ready-to-use templates and an editor that provides both a design and code view, the possibilities are endless. Setup your brand colors, typography, and layout, to start delivering on-brand experiences across all platforms. Our open APIs enable you to plug Gist into any modern CRM and leverage the power of your existing tools. From our web editor, you can build one message and distribute it to every platform. Gist is designed to work on top of tools like Google Tag Manager and Zapier to fit into your workflow. To make sure you're up and running in no time, our client libraries are well documented and require minimal effort to integrate. Experiences that feel like they're built in-house. Designed to fit in your toolbox. Build once, publish to iOS, Android & web.
    Starting Price: €99 per month
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    Radiance Labs

    Radiance Labs

    Radiance Labs

    Drive exceptional results with 95% open rates and 40% reply rates. Enable rich interactions, ​purchases and more, all inside messaging. Send personalized, 2-way interactions with every message for better results. Address the full customer lifecycle: Marketing and commerce, and customer support.​ Radiance platform is built for e-commerce from the ground up. Our integration with your e-commerce platform enables you to configure personalized marketing notifications like order & delivery status, reorder, upsell, and abandoned cart. Our revolutionary conversational checkout functionality allows your customers to place orders using SMS and FB Messenger. With the powerful Radiance Conversation builder, weave together rich interactive conversations that engage your customer, guide their interactions, and help build a relationship. Use and extend one of our many existing conversation templates or create your own.
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    Akita

    Akita

    Akita

    Managing customers is difficult. Make it easy with Akita, the hub for all your customer data, activity, and metrics. Try us for an engaged, healthy, and growing customer base. Akita lets you setup unlimited Customer alerts so you can take action when a customer is at risk of churn or ripe for upselling. Akita allows you to create powerful Customer segments; enabling you to tailor your Customer Success efforts to each customer's unique requirements. Trigger pre-defined workflows in response to Customer behavior or attributes. Create tasks and send messages directly from your own mailbox. Automate your Customer Success workflows and free up your time for more high-value tasks. Akita's Customer Success planner helps you create, schedule and manage your tasks from one simple interface so you can streamline your day-to-day workflow. Akita provides the most powerful Customer Health Scoring in the market giving you at-a-glance information about each customer.
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    Kaizan

    Kaizan

    Kaizan

    Kaizan uses conversation intelligence to highlight client health and what will increase revenue. Building the future of relationship management with innovative client-centric teams. Guiding your company to retain and grow clients with Kaizan's client intelligence platform. Kaizan uses advanced language models and conversation intelligence to extract the key tasks and actions you’ll need to enable client success. Kaizan populates client work streams for you; summaries of all conversations, the next steps, and risks and opportunities that assist the team with client retention and growth. Finally, an unbiased view of what’s really happening across your client portfolio. Stakeholder mapping is critical in managing client relationships as it helps businesses build trust, establish open communication channels, and create a collaborative partnership. We share our tips on how to do it effectively. Insights that will increase revenue.
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    Qiscus

    Qiscus

    Qiscus

    Engage your customers through 20+ channels in one platform and give the best customer experience with Qiscus. Convert leads, handle complaints, and market your products with our features. Multiple Channels are integrated into one dashboard, WhatsApp, Facebook, Instagram, LiveChat, and many more. Put a chat widget on your website and mobile apps. Complete analytics about your customers, agents, and channels. Integrate with many other systems for automation and scaling. Thousands of businesses have delighted millions of customers with Qiscus’ solutions, conquering competition with cutting-edge innovation. Maximize customers’ trust in every part of their journey. Remove lead leakages and slow responses. Welcome your customers on one unified platform and manage their profiles with CRM. Answer inquiries, introduce your product and segmentize customers with CRM and tagging. Provide efficient and structured support with multichannel inbox.
    Starting Price: $50 per month