Alternatives to Phano
Compare Phano alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Phano in 2026. Compare features, ratings, user reviews, pricing, and more from Phano competitors and alternatives in order to make an informed decision for your business.
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1
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: $29 per month -
2
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 -
3
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 -
4
atEaseAI
atEaseAI
atEaseAI is an AI-powered Customer Success and Account Management platform built for B2B SaaS companies. More than a traditional Customer Success tool, it's a System of Execution that turns customer insights into action. It brings together customer data from CRM, support tickets, emails, meeting notes, product usage, surveys, and more into a single AI-powered workspace. At the center is Caleb, an AI execution assistant that helps teams retrieve customer information, summarize conversations, draft emails, recommend next best actions, automate workflows, and execute tasks using natural language. With AI-driven customer health monitoring, playbooks, campaigns, workflow automation, and renewal tracking, atEaseAI helps Customer Success and Account Management teams reduce churn, improve retention, and scale efficiently from one unified platform.Starting Price: Free Version Available -
5
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 -
6
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 -
7
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. -
8
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 -
9
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. -
10
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 -
11
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. -
12
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. -
13
UserIQ
UserIQ
Since 2014, UserIQ has helped businesses realize the full value of customer success by equipping teams with the product intelligence, customer insights, and user engagement tools needed to fight churn, grow the account, and align the entire business around users’ needs. UserIQ empowers CS teams to focus all departments on achieving users’ unique goals. With our platform, customer success becomes a business mindset, not just a function. -
14
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. -
15
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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ThriveStack
ThriveStack
ThriveStack is a unified Growth Intelligence platform designed for B2B SaaS teams that brings together marketing, product, revenue, and customer success data into a single source of truth. It tracks the full customer journey from first touch to retention and expansion, helping teams uncover growth drivers, spot churn risks, and optimize conversions with real-time insights, pre-built dashboards, and automated alerts. The platform supports no-code integrations, customer journey analytics, revenue and retention reporting, and AI-driven signals to enable data-driven decisions that accelerate sustainable growth.Starting Price: $199 -
17
Exeechain
Exeechain
Exeechain is an AI-native customer success platform for B2B SaaS teams that predicts customer churn 30 days early, automates QBRs, and runs retention playbooks, live in 15 minutes, from $299/mo. Unlike Gainsight or ChurnZero, Exeechain is AI-driven from day one. Every customer gets a daily health score (0–100) with the three exact risk drivers in plain English. Behavioral signals from Stripe, Salesforce, HubSpot, Slack, Zendesk, Intercom, Mixpanel, Snowflake, and BigQuery feed a single churn prediction engine that fires automated retention sequences the moment risk is detected. Key features: AI churn prediction · customer health scoring · QBR automation · retention playbooks · champion tracking · revenue forecasting · AI Copilot · anomaly detection · competitor battle cards. 80% cheaper than Gainsight and ChurnZero. No implementation fees. SOC 2 Type II · GDPR · 99.99% uptime.Starting Price: $299/month/user -
18
Sturdy
Sturdy
Rather than listening to dozens of Gong recordings, clicking through hundreds of tickets, or wading through your CRM for hours, Sturdy gives you the facts and just the facts in seconds. Summaries are great, but Sturdy's AI takes summaries to the next level by giving you instant insights into trends and specific things to watch. Know what to work on next. Never hop on another Zoom call and wing it. Summaries are the thing you always wanted, and now they're here. With the snap of your fingers, you know which accounts are considering canceling and why. Congratulations, you've just become the hero who saved an account and started a renewal conversation because you've never been so prepared. With Sturdy, you can drill into every customer conversation to discover detailed information about specific processes, products, services, and so much more.Starting Price: $497 per month -
19
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. -
20
Churnly
Churnly Technologies
Churnly’s artificial intelligence gathers customer data and predicts which customers are likely to churn at each stage of the journey. Our software identifies patterns which determine why a customer may leave, helping you take the necessary action to retain them before it’s too late. Churnly views each seat as a sub-customer, which enables you to quickly understand what revenue is at risk for every paying seat. Activity and engagement are key indicators that your customers are successful with your product. Churnly uses Machine Learning to weight and track all user engagement across your product, giving you immediate insight to who is at risk and needs attention. Churnly’s predictive insights show you how much revenue you’re at risk of losing, and from whom, so your teams can intervene early, keep revenue and grow faster. -
21
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. -
22
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: $49/month -
23
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 -
24
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. -
25
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. -
26
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: $1,000 per month -
27
Custify
Custify
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.Starting Price: 899$/mo -
28
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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Herald
Herald
With Herald, customer problems don't get lost in CRM, Slack, or email threads. Gain analytical superpowers. Recall any feedback from any customer on any issue. See every customer with a given problem instantly. With user feedback consolidated in Herald, streamline and automate followups to gain clarity on the customer's problem. Herald enables product teams to get customer-facing teams aligned on product strategy. Relay decisions efficiently: easily update all account owners about the status of customer-requested features with a single click. Capturing, organizing, and sharing customer feedback is a breeze with Herald. Get requests from your accounts reviewed by product team consistently. Easily see the latest status of every customer ask. Provide customers a private view with the up-to-date status of their asks. Use completed items as collateral during account renewals and expansion. Leverage it to re-engage with a lost prospector churned customer.Starting Price: $50 per month -
30
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. -
31
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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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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CustomerSuccessBox
CustomerSuccessBox
CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor -
34
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
35
DOPE
ScanMonk Infomedia Pvt. Ltd.
DOPE is a customer intelligence and customer recovery platform built for D2C and Shopify brands. The platform helps businesses identify unhappy and at-risk customers before they leave negative reviews, stop purchasing, or churn. DOPE automatically engages customers after purchase through channels such as WhatsApp, SMS, email, and calls, then analyzes customer sentiment and classifies responses into promoters, passives, and detractors. The platform provides real-time visibility into customer trust scores, NPS, sentiment trends, revenue at risk, product performance, delivery issues, packaging concerns, and win-back opportunities. DOPE enables brands to take proactive action through automated recovery workflows, customer segmentation, ticket creation, and multi-channel outreach. By turning customer feedback into actionable intelligence, DOPE helps brands improve retention, increase repeat purchases, strengthen reputation, reduce negative reviews.Starting Price: $35/month -
36
HubSpot Service Hub
HubSpot
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 -
37
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 -
38
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. -
39
Toyo
Toyo
Toyo is the AI assistant who answers calls and texts, lives in your messages, and handles your inbox, meetings, and follow-ups across Gmail, Calendar, Slack, and more. Built for busy teams and founders who are losing hours to admin work, Toyo helps your best hours go to your best work by handling the rest before you even ask. It reads what landed overnight, classifies email against your VIPs and priorities, surfaces only what needs you, and drafts replies in your voice, ready to send or edit. For scheduling, users can forward an intro, send a voice note, or say “find time with the investor this week,” and Toyo proposes times, books the meeting, sends the invite, and reports back when it is done. For meeting prep, Toyo briefs users before calls with who they are meeting, what the company is doing, what they last discussed, and what is still open, then pulls the transcript and sends a recap afterward.Starting Price: $29 per month -
40
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 -
41
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 -
42
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. -
43
Indexxero
Indexxero
Indexxero is a churn prediction platform for B2B companies. Connect your CRM, product, billing, and support data, and it learns from your own history to score every account for churn risk, with a clear reason behind each score. Before you rely on a single number, it proves how accurate the model would have been on customers you already won or lost. Risk is tied to real revenue, and every renewal or loss teaches the model to get sharper. Currently onboarding design partners. -
44
Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
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Fyxer AI
Fyxer AI
Fyxer AI organizes your inbox, drafts extraordinary emails, and writes better-than-human meeting notes. Put your email into folders so you read the important ones first. Stay focused in meetings while Fyxer takes notes. Writes crisp summaries and drafts follow-up emails. Draft replies as if they were written by you. Convincing, concise, and with perfect spelling in every language. Fyxer improves with every message and meeting in your team. Try it out and easily add team members to one account. With more users on your team, Fyxer AI can write better emails and meeting notes. Give new joiners a flying start with AI trained on how you write and key documents. Fyxer AI is compatible with Outlook and Gmail. We use LLMs to enable AI features in Fyxer AI. When you interact with these features, we share your email content with the LLM, but only to provide you with the requested feature. Your data is not used to train LLMs or any other third-party provider.Starting Price: $28 per month -
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Velaris
Velaris
Velaris helps Customer Success teams understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve. Designed by CS experts, for CS experts, the platform aggregates and enriches all customer data on a single, easy-to- use interface to give you the valuable insights needed for proactive, data-driven decisions. With Velaris, you can focus on delighting customers, reducing churn, and driving growth.Starting Price: $10,000/year -
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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 -
48
Butter
Butter Payments
Butter is ending involuntary churn for direct-to-consumer and SaaS subscription brands by recovering failed payments and subscribers faster, and more efficiently, delivering 5%+ ARR growth. How do we do it? We build and deploy custom machine learning algorithms that analyze each individual failed payment, enabling us to determine the optimal approach and timing for retrying the transaction. Unlike traditional retry solutions that employ a generic "one-size-fits-all" approach, our tailored approach ensures that no potential recovered revenue is left on the table. Intelligently tackling failed payments and payment health leads to: Reduced Churn Rates - Reducing customers lost to failed payments decreases churn and the impacts compound over time Increased LTV:CAC Ratio - With fewer customers churning due to failed payments, your overall LTV improves Increased Top-line ARR - 5%-10% more revenue recovered from failed payments -
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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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CFN Insight
Clarivate
Clarivate Customer Experience (CX) Services, formerly CustomersFirst Now, is created on the principle that all companies must place customers at the center of their business in order to be successful both operationally and financially. We help companies place customers first – and do so with a sense of urgency. Every customer touchpoint is an opportunity to delight or disappoint a customer, so knowing what is working and not working for your customers is key to your success. Both B2B and B2C organizations who adopt our program see higher revenue, better retention rates and improved margins. Using our proven data-driven approach, we’ll help you identify the biggest drivers of churn and customer pain points to then develop actionable opportunities that drive financial and CX results. CFN Insight is the leader in customer journey mapping software with the most advanced visualizations, reporting, action scorecards, dashboards, and insights available.