Alternatives to Fidly
Compare Fidly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fidly in 2026. Compare features, ratings, user reviews, pricing, and more from Fidly competitors and alternatives in order to make an informed decision for your business.
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Sogolytics
Sogolytics
Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolytics’ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform. -
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Supportbench
Supportbench
Supportbench is a powerful customer service management tool that helps you deliver exceptional customer support. We are razor focused in helping teams that have to support other businesses (B2B) in helping to manage all of the complexities that arise when supporting these high volume environments. Supportbench provides enterprise-level tools that allow mid-sized businesses to help retain more customers, automate more, while saving costs. Features include customizable surveys including NPS and CSAT, seamless integrations to CRMs like Salesforce, real time analytics, built in scheduling tools, knowledge base, support ticketing system, agent and team scorecards, customer success health scoring, adaptive response times and much more. Our reviews SAY IT ALL ..🎤.Starting Price: $35.00/month/user -
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Userback
Userback
Userback is the leading user feedback and bug tracking solution for software teams looking to understand users and build better products. With Userback, you can collect metadata-enriched visual feedback and gain deep insights into your user's sentiment and behavior with in-app surveys like NPS, CES, and CSAT metrics. Add deep context to any piece of feedback via full session replay features. Create user segments and track every user from the moment they log in. Survey only the cohorts that are important to you and understand your user experiences throughout the entire lifecycle from trial to churn. Wrap it all up with branded feature portals, and public roadmaps, and a centralized location for all your feedback to reduce feedback overhead by 70% and increase feedback closure times by 10X. No code? No problem. Start instantly with a code-free browser extension, perfect for internal QA and bug tracking.Starting Price: $39 per month -
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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 -
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ValueRamp
ValueRamp
ValueRamp is a web-based customer success platform for B2B SaaS teams managing post-sale relationships from sales handoff through onboarding, product adoption, renewals, churn and win-back. It keeps account history, health data and renewal information in one record. Teams create onboarding plans from reusable, versioned templates, assign milestones and tasks, and give customers a portal to see plans and outstanding work. The platform connects to CRM, messaging, calendar, meeting, knowledge-base and product-usage sources, and provides account summaries, adoption coaching, health monitoring and churn analytics. Its AI assistant drafts replies and next steps for staff review rather than sending them automatically. Finance tools track ARR, invoices and renewal value alongside account history. ValueRamp serves customer success and onboarding managers, team leads, finance staff and B2B SaaS customers.Starting Price: $249/month -
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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 -
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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 -
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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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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 -
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easy_CSM
easy_CSM
An easy-to-use and implementing Customer Success Management-Tool (CSM) in existing tool landscape for small and medium sized companies (SMEs). Currently with an integration of CRMs like HubSpot and ticketing systems like Zendesk for calculating customers Health Score based on ticketing and accounting KPIs. Further functionalities via Apps like Zapier and Zendesk App. Possibility to add own-defined recommended actions or using pre-defined ones.Starting Price: $16.99/month/admin account -
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Salesmachine
Salesmachine
Salesmachine is a realtime customer scoring platform that helps companies monitor customer health and activity, opening doors for more sales opportunities. Salesmachine gives sales teams deeper insights about customers who need help to onboard, are most likely to convert, are most likely to upsell, and who are unlikely to renew. The platform also alerts teams when customer health and usage frequency changes so they are ready to give the attention customers require.Starting Price: $60.00/month/user -
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STAMP
Stonegate Advisors
Assess customer, channel and employee sentiment, significantly improve your ability to retain accounts, increase recurring revenue, and maximize customer lifetime value. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business. Not only does STAMP provide the Net Promoter Score (NPS), but also uses our proprietary algorithm to calculate your STAMP Score to quickly show what clients are loyal or at risk of loss. Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business. An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm. -
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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. -
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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. -
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North Metric
North Metric
North Metric is a churn-prevention application for SaaS businesses that bill through Stripe. It combines subscription billing signals with product-usage data from PostHog or Stripe Meters to identify customers who may cancel and rank them by recurring revenue at risk. For each account, it prepares a suggested response, such as a check-in, an offer, or a payment follow-up. Users can review and approve individual actions or configure rules with limits; actions remain off until enabled. A revenue ledger links kept revenue to Stripe invoices and compares results with a group of at-risk customers left without an action. A free, billing-data churn report highlights risk and the first accounts to review. The paid plan adds ongoing risk scoring, usage signals, action workflows, and revenue tracking for eligible Stripe-based SaaS subscriptions.Starting Price: $109/month -
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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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atEaseAI
atEaseAI
atEaseAI is an AI-powered post-sales operating system for Customer Success, Account Management, and Post-sales leaders at B2B SaaS companies. It brings customer context from CRM, support, email, meetings, and product usage into one workspace. Teams can understand account health, adoption, engagement, churn risk, and growth opportunities, then coordinate work across onboarding, retention, renewals, and expansion. Agent Caleb, its conversational AI agent, helps analyse accounts and portfolios, prepare meeting briefs and QBRs, and develop personalised recommendations and action plans. Teams review proposed work and approve consequential actions before execution through supported capabilities. Business Profile gives Agent Caleb context about each company’s goals, success criteria, customer journey, and playbooks. Automation & Workflows support consistent follow-through, while analytics provide reporting and team visibility.Starting Price: Free Trial -
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sensedata
sensedata
Customer Success and actionable data platform that, through technology, helps you build trusting relationships between your company and your customers. We use advanced techniques for analyzing large volumes of data, creating a unique view of the customer and generating insights so that your company can be much more proactive and accurate in its actions. We know that each company has its particularities and SenseScore is 100% customized for your scenario and business needs. We take into account the main indicators to calculate your customer’s health. This way, you anticipate risks and identify opportunities for your business. The SenseData platform connects with your digital tools and data sources. Through our own API, SenseConnect, we connect more than 70 tools, in addition to databases and spreadsheets, quickly and safely. Get all the information that really matters to your business. Count on our team of experts to help you overcome the barrier you have with data. -
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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. -
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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 -
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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 -
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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. -
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Kilterly
Kilterly
Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterly’s automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your team’s workflow.Starting Price: $399.00/month -
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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 -
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Klarion AI
Klarion AI
Klarion is an AI-powered customer feedback intelligence platform that transforms raw feedback from sources like support tickets, surveys, and reviews into prioritized, actionable insights. It doesn’t just surface keywords or topics; it uncovers the underlying pain points and shows their impact across customer retention, reputation, and revenue. Klarion then helps teams assign resolution tasks to the appropriate stakeholders, track progress, and close the loop so problems don’t recur. The system enables companies to detect recurring issues across all stages of the customer journey (from sales to support), align cross-functional teams around what matters most, and make data-driven decisions to improve experiences. By shifting feedback analysis from manual sifting to automated insight, Klarion empowers organizations to fix root causes faster, boost customer loyalty, and reduce churn. -
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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 -
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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 -
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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. -
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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. -
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Klaus
Klaus
High-growth companies use Klaus to improve their customer support quality. - Improved CSAT & efficiency metrics after the first month of usage. - Impactful coaching sessions and 1-1s based on performance metrics and conversation examples. - Actionable metrics to track quality and identify issues as they arise. - 90% time saved compared to doing reviews manually using spreadsheets. Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving. -
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Customerscore.io
Customerscore.io
Customerscore.io helps SaaS businesses predict churn and find upsell opportunities to grow revenue and keep customers. It enables you to manage customer segments on autopilot with triggered communication based on health scores. The platform is easy to set up with ready-made data integrations, so businesses can start seeing results quickly. Using machine learning, it identifies churn risks and highlights upsell opportunities, with smart alerts keeping you updated on important changes. Key features include customer segmentation, automated outreach, and health monitoring, which make customer engagement more efficient. Customerscore.io helps you focus on the right actions to grow your business and reduce churn.Starting Price: $99/month -
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Reptrics
Reptrics
Enable your teams to fight customer churn, and identify growth opportunities, with the data they need to take action. Take the right actions, at the right time, wherever your customers are. With products for every stage of the customer journey including digital, customer care, in-location, and account management, you have the tools you need to accelerate the business impact of your CX program across the entire organization. Meet your customers where they are and capture real-time feedback in the moments that matter. With multiple channels and data sources all feeding into one platform, you’ll get a complete view of what customers are thinking and feeling. Reptrics integrated survey tool allows you to solicit feedback to measure customer sentiment and satisfaction with your product or business through today’s most popular surveys. Reptrics automatically sends recommended actions to the right teams in the tools they use, so they can take the steps that will improve customer satisfaction. -
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ZapScale
ZapScale
ZapScale is the easiest Customer Success Platform. ZapScale empowers Customer Success teams to monitor and manage their customers effectively. With 150 data points from 6 data sources, ZapScale gives you a customer health score that is evidence-based, conjecture-free, and accurate. Automatic alerts and predictive churn analysis, allow you to identify and solve customer pain points proactively with ease and efficiency. We help you ensure your customers get continuous value from your solution. -
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CustomerX
CustomerX
CustomerX is the customer success software that allows you to act proactively, data-driven and focused on your customer's success, building lasting relationships and transforming your customer success area into a true revenue driver! Integrate and centralize all your customer information in one place. Automate routine processes and save more time to dedicate to your customers. Track your customer's journey, identify risks and take proactive actions. Know how your customers are doing and which ones need attention. Launch satisfaction surveys via email directly from the platform. Define and track your customer's journey from the beginning. CustomerX has a unique technology that allows it to integrate with most platforms available on the market, ensuring that all information about your customer is available in one place in a reliable and automated way! -
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Nicereply
Nicereply
Online customer satisfaction survey software, including CSAT, Net Promoter Score ® (NPS) & Customer Effort Score ™ (CES 2.0). Nicereply helps hundreds of teams at companies like Microsoft, Lenovo, Hubspot and Buffer to measure and improve the quality of their customer service. - Measure Customer Satisfaction (CSAT), Net Promoter Score (NPS) and Customer Effort Score (CES) per agent, team or company-wide - Increase your survey response rates by 200% - See your data in your CRM and set triggers based on it - Get 3x more feedback without sending more emails - Customize both the look and content of your surveys - Set goals, track KPIs, generate reports and more...Starting Price: $39.00/month -
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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 -
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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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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. -
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SurveyTown
SurveyTown
Understand your customer experience. Keep a pulse on customer satisfaction with customizable NPS, CSAT and CES surveys. SurveyTown helps you understand your customer experience with customizable Net Promoter Score (NPS), Customer Satisfaction Score (CSAT) and Customer Effort Score (CES) surveys. Hear about and repair negative experiences. Amplify positive experiences by incentivizing customers to share them on social networks. Monitor your performance over time and make great business decisions. Create NPS, CES, CSAT, Ratings or completely custom surveys. Add different questions types to your survey. Define different success pages. Customize the look of your survey. Alert people in your organization when you receive responses. Upload your contacts and send surveys to contacts via email or embed questions in post-purchase or ticket closure emails. Share survey links on your website or social media.Starting Price: $69 per month -
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SatisMeter
SatisMeter
SatisMeter identifies unhappy customers in your web and mobile apps, or via email. SatisMeter is a revolutionary multi-channel platform which improves customer retention by collecting in-app feedback using the Net Promoter System (NPS), Customer Effort Score (CES) or CSAT. It is a must-have tool for mobile and web app owners and developers, growth hackers and marketers. Thanks to an unobtrusive and lightweight survey pop-up, the average response rate is as high as 35%. The typical use is reaching out to unhappy customers, preventing churn, leveraging the power of customer advocates and validating product priorities. Installing the survey to an existing application takes only a few clicks via Segment.com or a few lines of code. All the targeting is handled by us.Starting Price: $49.00/month -
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Startdeliver
Startdeliver
Most tools used by customer success are either made for sales or way too complicated. Startdeliver makes it easy to monitor customer health, manage projects, and automate workflows without the added complexity. See data on customer health based on usage, feedback, and open support tickets. Get reports on how well your team is performing and share them easily with management. Every interaction a customer has with your company is part of their journey; many companies leave this to chance. With Startdeliver you do the opposite, you take charge and drive the process. Keep track of all users and stakeholders as the journey evolves. Manage and drive a proactive retention process. Measure and get actionable insights from all your data and manage all interactions with your customers. Deliver the desired outcome to your customers in a deliberate way with journeys. Scale your customer interactions with automation IQ. Get started with documentation, tutorials, and a free sandbox workspace.Starting Price: €695 per month -
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FellaFeeds
FellaFeeds
Create a customized feedback app to collect feedback and survey from the customer, patient and employees. Choose the best feedback form and templates available. Use this feedback software as Android or iOS based feedback app. FellaFeeds is a multi-feature feedback app which supports various devices and lets you collect feedback on Kiosks, iPhone, iPad, Android Tablets and Phones. It collects feedback through online survey links and embeds surveys. It also assists in creating Email Survey and SMS Survey which can be sent via APIs. Fellafeeds enables you to send a survey with the NPS question and subsequently receive instant NPS score update on the dashboard with a detailed NPS and CSAT report Use. Customer Satisfaction Score (CSAT) is a very straightforward method to measures customer satisfaction with a business, purchase, or interaction. FellaFeeds offers completely customizable surveys using Matrix, Emoticons, Sliders and more.Starting Price: $15 per month -
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piHAPPINESS
piHAPPINESS
Fast track to a brilliant approach, smarter service & happier customers. In just 30 seconds, captures the core customer insights you need. piHAPPINESS customer feedback system is the fastest way to know your customer satisfaction. As a customer feedback app, offers feedback-collecting Emoticons, Net Promoter Score® (NPS®), Dynamic Questionnaire and feedback forms to track customers’ opinion and satisfaction level. Grow your customer feedback response rate by changing the questions dynamically with the help of our customer feedback platform. No need to irk customers with long surveys. Easy to create and customize the questions as per your business demands. Make your customers feel that you care for them when they have concerns or complaints or suggestions about your business, with effective and improved customer feedback management.Starting Price: $49.99 per user per month -
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Helios CX
Helios CX
Helios is a customer experience and account health platform built for B2B companies that need a simple, continuous way to understand how their clients feel. With Helios, teams can send automated transactional surveys, run NPS and CSAT programs, and collect feedback across every stage of the customer journey. The platform centralizes all responses, analyzes sentiment, and highlights risks or opportunities in real time. Helios goes beyond dashboards—its insights are designed for commercial and CX teams to take action: identifying accounts at risk, understanding key drivers of dissatisfaction, and spotting moments where upsell or retention efforts can make an impact. Companies use Helios to reduce churn, improve client relationships, and grow revenue from their existing customer base. -
45
Ackee
Ackee Digital Enterprises
Ackee streamlines your customer success workflows, helping you predict and beat customer churn. Ackee helps your team gain valuable insights to ensure success across the entire customer journey. Backed by our powerful data science platform, Ackee's simple to use tools arm you with the metrics you need to deliver outstanding customer value. Connect your data using Ackee's integrations and put in-depth health metrics, customer churn prediction and detailed account information at your fingertips. Ditch Excel, and never have to hunt down customer info again. Get key metrics and real-time notifications that keep your team on top of major changes in customer activity, allowing you to take actions to increase retention and boost adoption. Ackee automatically segments your highest risk and most active accounts based on real customer activity, helping you build scalable workflows focused on the clients that need your attention the most. -
46
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 -
47
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
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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. -
49
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. -
50
Heyday AI
Hootsuite
Heyday’s Conversational AI platform for retailers combines the power of AI with the human touch of your team to deliver 5-star customer experiences. Capture, engage, and convert leads 24-7 with an online sales assistant that never sleeps. Heyday personalizes your website’s customer experience by connecting to your product catalog to deliver tailored search results and recommendations, and looping in your associates only when customers are ready to buy. Heyday creates the ultimate personal shopper experience, powered by AI. Flooded with repetitive customer service requests? Heyday’s powerful Conversational AI technology provides an instant and always-on first line of support that removes time-consuming, recurring FAQs and order tracking questions from your team’s plate. That means, they can now focus their efforts on higher-value customer conversations while our chatbot takes care of the rest.
