Alternatives to CustomerSuccessBox
Compare CustomerSuccessBox alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CustomerSuccessBox in 2026. Compare features, ratings, user reviews, pricing, and more from CustomerSuccessBox competitors and alternatives in order to make an informed decision for your business.
-
1
Chameleon
Chameleon
Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supportsStarting Price: $279 per month -
2
Churn360
Churn360
Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. Churn360 combines customer’s data that is spread across multiple SaaS products like CRM, Helpdesk, Billing software, etc. All these data are consolidated into a single dashboard that is easy to use and convenient for your customer success managers to get a 360-degree view of the customer. Churn360 also provides features like playbook automation, customer onboarding, customer journey mapping and tracking, surveys to effectively assist the customers in various circumstance leading to reduced customer churn and thus increase retention.Starting Price: $399 -
3
ChurnZero
ChurnZero
ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints. -
4
Totango
Totango
Totango is a customer success platform built to help businesses streamline operations, drive retention, and scale revenue without limits. Designed for cross-functional teams, it unifies customer data, health insights, and engagement tools into one connected system. With flexible dashboards, automated workflows, and best-practice playbooks, teams can efficiently manage complex accounts and multi-product environments. Totango equips organizations to understand customer health in real time, proactively reduce churn, and deliver value at every stage of the journey. Its enterprise-grade security ensures data remains protected while teams execute at scale. As companies grow, Totango adapts with them, supporting thousands of customers through digital programs or high-touch strategies. -
5
Planhat
Planhat
Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement. -
6
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. -
7
SuccessGuardian
SuccessGuardian
SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. Features of the Product: 1. Customer 360 View : Identify and tackle risks proactively, ensuring smooth customer success operations and greater customer satisfaction. 2. Customer Health Score : Identify at-risk accounts early by monitoring various customer health indicators, enabling proactive engagement and intervention to prevent churn or dissatisfaction. 3. Automated Playbooks : Eliminate repetitive tasks such as reviews, surveys, and renewals reminders, while maintaining a personalized touch. 4. Digital Success Room : Engage customers in goal setting and foster shared ownership, trust and loyalty. 5. AI Surveys : Implement the survey across all touchpointsStarting Price: $50/month/user -
8
ClientSuccess
ClientSuccess
Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer. -
9
Canvas AI
Canvas AI
Canvas is an AI-driven platform designed to enhance customer success by transforming data into actionable insights. It integrates seamlessly with existing data sources, providing a unified view that enables proactive management of customer relationships. Key features include early risk detection, identification of growth opportunities, and automation of routine tasks, allowing teams to focus on strategic initiatives. The platform's AI-powered alerts and Canvas Copilot assist in prioritizing actions and handling complex tasks, respectively. Additionally, Canvas offers generative analytics for real-time, customizable reporting, facilitating transparent communication of ROI and progress to clients. Deployment is streamlined, adapting to your data to deliver immediate value. Overall, Canvas empowers customer success teams to transition from reactive account management to proactive growth strategies. -
10
VENMATE
VENMATE
Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience. -
11
Successifier
Successifier
Successifier is an AI-powered Customer Success Management (CSM) platform designed to prevent churn and drive proactive account growth. By unifying CRM data, product usage signals, and support tickets, Successifier provides a real-time 360-degree view of customer health. Our platform empowers CS teams to move from reactive troubleshooting to strategic growth through: Automated Health Scoring: Use AI to identify hidden churn risks and expansion opportunities. Proactive Playbooks: Trigger automated workflows for onboarding, renewals, and escalations. Outcome Tracking: Align team activities with customer ROI to maximize Net Revenue Retention (NRR). Prioritized Daily Tasks: Get AI-driven recommendations on which accounts need immediate attention. Successifier bridges the gap between customer data and actionable results, helping SaaS companies scale their success operations without increasing headcount.Starting Price: $79/month -
12
StepFunction
StepFunction
Our ML engine listens to and learns from all your customer interactions. StepFunction empowers you with actionable analytics and growth predictions. Our end-to-end solution adjusts to your current state of readiness. Growth AI starts with ingesting operational data from different systems of record, CRM, billing, care/support, product usage, and customer feedback. Mastering data preparation leads to a step function improvement in business predictions. StepFunction coexists with your systems of record and does not interfere with your existing customer success workflows. Deep dive into your revenue to account for new, upgrades, stable, downgrades, and churn. Historical trends and future predictions by cohort are just a click away. Get insights in the form of risk scores to proactively target customers with the highest scores and recommended actions for treatment. Instantly discover how your customer risk is changing and most importantly have us show you why it's changing. -
13
Vitally
Vitally
Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.Starting Price: $99.00/month -
14
Aligned
Aligned
Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.Starting Price: $29/seat/month -
15
Phano
Phano
Phano is a composite AI for Customer Success and Account Management teams at B2B SaaS companies. It cross-references each account's signals every day (usage, relationship, support and every other connected source) to surface, ahead of renewal, the accounts at risk of churn and those ready for expansion, with their probable cause and the action to take. Every diagnostic exposes its evidence, contradictions and blind spots, so teams can trust it before acting. Phano also covers client meetings end to end: a brief before every call, live coaching during it, a structured recap written to the CRM and the follow-up email drafted in the inbox. Intelligence is delivered where teams already work: email, Slack, Microsoft Teams, CRM and webhooks, plus API and MCP. The CSM protects the customer base, the Account Manager grows the accounts, from the same diagnostic. Self-serve setup, 30-day free trial, then 99 EUR per month.Starting Price: €99/month -
16
ByTek Retention AI
ByTek
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. -
17
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. -
18
OpenText Experience Aviator
OpenText
OpenText Experience Aviator is an AI foundation for creating contextual, personalized, and relevant customer communications and experiences at scale. Built into OpenText Experience Cloud, it applies generative AI, image AI, and content analysis directly where customer experience teams work, helping marketers, communicators, and customer success teams generate content, manage digital assets, and improve customer interactions. Teams can create new content or update existing material for greater simplicity, clarity, empathy, and consistency while maintaining a unified brand voice. Generative AI is embedded directly into OpenText Communications authoring workflows, allowing teams to create personalized communications grounded in trusted enterprise content and customer data. Experience Aviator can also generate web pages and digital assets, repurpose content across formats, and help teams produce faster first drafts with fewer manual revisions. -
19
Cuoral
Cuoral
Cuoral is a customer retention and churn prevention platform that helps digital businesses identify user friction and engagement drop-offs before customers abandon. Instead of relying on historical reports, Cuoral continuously monitors behavioral signals, technical errors, and journey disruptions to surface churn risk in real time. The platform combines session replay, friction detection, automated alerts, customer health profiling, and multi-channel engagement tools into a unified retention system. Product, growth, and customer success teams use Cuoral to uncover hidden revenue leaks, improve user experience, and proactively retain high-value customers. By transforming behavioral data into actionable retention insights, Cuoral enables companies to move from reactive support workflows to predictive revenue protection.Starting Price: $15/month/seat -
20
Hyperengage
Hyperengage
Hyperengage is an AI-powered GTM copilot designed to help Customer Success and Account Management teams maximize retention, expansion, and revenue growth. It transforms how post-sales teams operate by combining automation, predictive intelligence, and a unified customer view into one platform. At its core, Hyperengage eliminates manual busywork by automatically capturing customer interactions, logging activity, and prioritizing daily tasks. This ensures teams spend less time on admin and more time building high-impact relationships. Its Automated Customer Engagement engine continuously scans for churn signals—such as declining product usage, missed milestones, or unresolved issues—and proactively triggers outreach with personalized messaging to re-engage customers. The AI-Driven Task & Workflow Automation module serves as a digital assistant for CSMs and AMs. -
21
Salesforce Agentforce
Salesforce
Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data. -
22
PilotPM
PilotPM
PilotPM is an AI-native customer operations platform that unifies support, customer success, product feedback, retention, and engagement in one place. Instead of a stack of point tools, teams run their whole customer lifecycle on one customer brain: AI agents draft replies, triage and route conversations, escalate to a human when needed, summarize threads, and surface health, churn-risk and expansion signals — all grounded in real customer context. It connects to the tools teams already use: Slack, HubSpot, Jira, Linear, GitHub, Stripe, Shopify, Snowflake, Google Workspace, WhatsApp, Instagram, the App Store and Google Play, plus a custom API. Pricing is flat and predictable — five tiers from a free plan up to enterprise, with AI inference included and one credit pool across every action, no per-resolution charges. Best for SMB and mid-market SaaS and technology teams.Starting Price: Free -
23
InboxCRM by AppEQ
AppEQ.ai
InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.Starting Price: $15/user/month -
24
Exeechain
Exeechain
Exeechain is AI-native customer success software for B2B SaaS teams: churn prediction, customer health scores and failed payment recovery in one platform. Every account is scored daily from 0 to 100, the three risk drivers behind each score are named in plain English, and the save email is drafted from that customer's own history and sent under your approval. When a card fails, a recovery sequence runs and stops the moment the payment clears. Signals from Stripe, Salesforce, HubSpot, Intercom, Zendesk, Mixpanel and Slack feed one health score. Also: retention playbooks, revenue forecasting timed to real renewal dates, QBR automation written from account data, AI Copilot, champion tracking. Free tier runs the entire product on a sample book. Paid from $299/mo (150 customers), $999/mo (500), $2,999/mo (2,000), Enterprise from $5,900/mo. About 80% cheaper than Gainsight at the median published deal. No implementation fee, month to month.Starting Price: $299/month -
25
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
26
Gainsight
Gainsight
Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes. -
27
Userpilot
Userpilot
Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.Starting Price: $249 per month -
28
Gemseek
Gemseek
Deliver outstanding customer experience where it matters аnd grow your business. The GemSeek CX platform empowers companies to woo and grow customers worth millions of dollars. Measure how well you keep your promises at every touchpoint and get crystal clarity how to transform your business to indulge customers beyond satisfaction. A scalable solution to give you clarity and guide your everyday decisions. In the first 3 years after implemention it can help you increase customer satisfaction YOY by at least 15pp, retain 40% more customers, get 10% more revenue from closed-loop customer feedback initiatives, and spend 30% less on customer support. GemSeek customer experience platform enables multi-country programs where you understand what impacts customer satisfaction. Measure experience in real time across all channels and identify key satisfaction drivers. Provide AI-driven recommendations for retaining and growing customers. -
29
Upland Kapost
Upland Software
The Upland Kapost content operations platform unites revenue teams to speak in one voice across each customer journey. Because we know those managing the complexity of end-to-end content—particularly at scale—deserve a platform that’s up to the challenge. Upland Kapost Premier Success Plans eliminate the need for costly custom services and build a solid foundation for your success. Platinum is our top-tier plan, and it provides your business with the highest level of experience and value. -
30
VOZIQ AI
VOZIQ AI
VOZIQ AI is a cloud-based artificial intelligence platform designed specifically for subscription-based businesses to protect and grow recurring revenue by transforming customer data into actionable insights. It leverages advanced machine learning models to analyze both structured and unstructured data, including customer interactions, usage patterns, payment history, and sentiment, to build real-time customer profiles and predictive scores. It enables organizations to identify high-value and at-risk customers, predict churn, and understand the key drivers behind customer behavior, allowing teams to take proactive action. It supports automated, personalized campaigns across marketing and contact center channels, helping businesses improve retention, optimize pricing strategies, and increase customer lifetime value through targeted offers and engagement. VOZIQ AI includes a library of pre-trained machine learning models and micro-segmentation capabilities that categorize customers. -
31
Bellwethr
Bellwethr
Customer health scores and other assessments are largely subjective or based on a few trivial data points. To be truly data-driven you need to utilize ALL your available data to find serious signals that can identify risk/opportunity and improve decision making. Identify trends, forecast customer lifetime value, predict churn and even identify next best actions to drive retention and revenue. Get access to our data science team along the way to help you improve and learn best practices. Keep track of why your customers are cancelling. See which customer segments are underperforming and which are improving. You can't retain all of your customers forever. But former customers are 45% more likely to reactivate than a new customer is to convert. You want data-driven decisions and processes but data science is hard. Customer health scores and other assessments are largely subjective or based on a few trivial data points. -
32
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 -
33
MaxIQ
MaxIQ
MaxIQ is an AI-native Revenue Intelligence platform that helps Sales, Customer Success, and RevOps teams operate on a single revenue system. It connects pipeline, forecasting, conversation insights, and post-sales execution so teams can see what’s happening across the entire revenue journey. MaxIQ helps revenue teams understand deal health, improve forecast accuracy, capture insights from customer conversations, and drive retention and expansion. Instead of disconnected tools for sales and customer success, MaxIQ provides one unified platform that gives revenue leaders full visibility from pipeline creation to renewals and growth.Starting Price: $$ -
34
involve.ai
involve.ai
involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators. -
35
Catalyst
Totango
Catalyst is a customer growth platform built to help revenue teams move beyond simple task management and focus on delivering real business outcomes. Instead of chasing checklists, your team prioritizes the goals each customer bought your product to accomplish. The platform aligns CS, sales, and revenue functions around customer impact, transforming your post-sales motion from reactive support into proactive value delivery. With automated workflows and insights, Catalyst helps you deliver recurring moments that strengthen retention and drive expansion. Teams gain full visibility into health, risk, and opportunity signals, making it easier to act early and scale success. The result is a unified GTM engine that retains more revenue, expands more accounts, and drives predictable growth. -
36
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. -
37
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
38
Relativity6
Relativity6
Use Relativity6 to Understand and Predict Customer Behavior. Identify and Keep your best customers. Cross-sell and Up-sell at the right time. Reduce monthly churn by .5 - 1%. Relativity6's Knowledge Graph is a massive data store used to contextualize customer behavior, outside of your internal data. The Knowledge Graph is built on a graph database with over 1.5TB of contextual data points, that help overcome challenges like data sparsity and uneven data sampling. Relativity6’s high performance, flexible infrastructure lets your team run experiments and learn fast without the heavy up-front investment. Trends and insights are surfaced quickly and our algorithms run on GPUs that rip through large datasets. Too many companies selling AI and Machine Learning try to hide everything behind the word "proprietary". But no one understands your business better than you. So we built Marvin as an open platform, designed to make it easy to collaborate with your data science team. -
39
FunnelStory
FunnelStory
FunnelStory AI is a next-gen, agentic revenue intelligence platform designed for post-sales and revenue-growth teams, built to drive proactive intervention, amplify productivity, and surface high-impact opportunities across the customer lifecycle. It unifies structured and unstructured enterprise data, such as CRM records, product usage, support tickets, conversation transcripts, and financial metrics, into a semantic “Customer Intelligence Graph” that supports deep AI reasoning and real-time search. Its Needle Movers module detects early risk and expansion signals, predicting customer churn or renewal opportunities 3-9 months ahead and helping teams act while there is ample runway. With task-automation and AI-agent orchestration, FunnelStory cuts busywork, tripling CS/RevOps productivity by allowing teams to manage 2-3x more accounts with fewer manual steps.Starting Price: $99 per month -
40
Churned
Churned
Integrate all your customer data from any tech stack and get a clear overview of relevant data for each customer, including risk levels, churn rates, and usage trends. Unify your data to get a complete overview of your customers' health and trends. Use Churned's insights to take a proactive approach to fighting churn and identify the actions you should take to prevent customers from churning. AI-based health scores, key churn drivers, and next best actions. Automated alerts when a customer is at risk or an opportunity arises. Easy-to-understand results based on customer segments. Get automated alerts when a customer is at risk or an opportunity arises, and execute the right engagement proactively with customers in poor health. Maximize growth opportunities with the healthiest customers. Boost your business's growth with Churned's automated next-best product offerings and personalized customer contact channels.Starting Price: €199 per month -
41
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 -
42
Kapta
Kapta
Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.Starting Price: $1,000 per month -
43
Success4
Success4
Success4 centralizes data from all customer interactions and data sources, monitors health and product usage, and predicts customer behavior so that the customer success teams can proactively engage with their customers in the most meaningful way.Starting Price: $99 -
44
Workorb AI
Workorb AI
Workorb AI is the future of work for customer-facing teams, with automated complex repetitive tasks and greatly improved sales, upsell and service outcomes. We stitch internal and external conversations to untangle multi-year, multi-people B2B customer relationships using a new class of LLMs — Graph Large Language Models. -
45
Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
46
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: $50 per month -
47
Custify
Custify
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.Starting Price: 899$/mo -
48
Skalin
Skalin
Skalin is the next-generation Customer Success Platform built for B2B SaaS mid-market teams — typically Customer Success teams of 1 to 15 people who find platforms like Gainsight too heavy and too costly, but want more than a spreadsheet or a repurposed CRM. Skalin brings together all your customer data, makes sense of it with AI, and gives your team the clarity to protect revenue and grow accounts. The 360° Customer View replaces five scattered tabs with a single source of truth. The Smart Health Score, self-calibrated by AI, surfaces the early warning signs of churn. Skalin AI reads every touchpoint, answers questions about any account instantly, and prepares your meetings in seconds. Automated Playbooks trigger the right action from account signals, and the Client Portal keeps teams and customers aligned. Live in under a month, setup included, no dedicated admin. Rated 4.9/5 on G2 and Capterra. Transparent public pricing from €569/month.Starting Price: 569€/month -
49
Reef
Reef.ai
Reef is a customer revenue platform that helps companies predictably grow revenue with existing customers and fast-tracks net retention reporting. The tide has shifted. New sales have slowed, easy upsell is gone, and the NRR game just got much harder. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Startups wait too long to build a foundation for NRR excellence and it suppresses acceleration resulting in a revenue gap. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Priority investment areas for startup acceleration. Generate board-ready current and historical analytics for net retention including renewals, upsell, and cross-sell. Visualize territories to quickly identify growth opportunities and churn risk based on engagement, product usage, consumption %, health score, and NPS. Convert insights into action with advanced targeting and workflow to ensure consistent follow-through and execution. -
50
Accord
Accord
Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.Starting Price: $99 per user per month
