Alternatives to Vitally
Compare Vitally alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Vitally in 2026. Compare features, ratings, user reviews, pricing, and more from Vitally competitors and alternatives in order to make an informed decision for your business.
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1
Forethought
Forethought
Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. -
2
Coevera
Pipelinersales Corp.
Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next. -
3
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. -
4
LiveAgent
Quality Unit
LiveAgent is a comprehensive help desk and live chat software that streamlines all your customer interactions into an integrated, hybrid ticketing system where everything is easily accessible and manageable. LiveAgent harnesses the power of an universal inbox, real-time live chat and an autonomous AI chatbot, built-in call center, and robust customer self-service portal. A multitude of features, including advanced automation rules, tags, and 200+ integrations, creates powerful customer service software for businesses of all sizes. LiveAgent also boasts the fastest chat widget on the market. LiveAgent has served over 150 million end users worldwide, including companies like BMW, Yamaha, Huawei, and Oxford University. Join hundreds of satisfied LiveAgent clients in providing world-class customer service. Start your 30-day free trial, no credit card required.Starting Price: $15.00/month/user -
5
The Comarch Loyalty Marketing Platform is a comprehensive solution designed to enhance customer engagement and retention through tailored loyalty programs. It empowers businesses to create personalized customer experiences by leveraging advanced data analytics and automation. Key benefits include increased customer retention, improved brand loyalty, and enhanced revenue generation. The platform offers a range of functionalities, such as marketing automation to streamline campaigns, pre-integrated customer journeys for seamless interactions, and advanced personalization that adapts to individual preferences. Additionally, it provides robust AI-driven data analytics for actionable insights, helping businesses optimize their strategies. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.Starting Price: $0
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6
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 -
7
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 -
8
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: $50/month/user -
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Totango
Totango
Totango is a customer success platform built to help businesses streamline operations, drive retention, and scale revenue without limits. Designed for cross-functional teams, it unifies customer data, health insights, and engagement tools into one connected system. With flexible dashboards, automated workflows, and best-practice playbooks, teams can efficiently manage complex accounts and multi-product environments. Totango equips organizations to understand customer health in real time, proactively reduce churn, and deliver value at every stage of the journey. Its enterprise-grade security ensures data remains protected while teams execute at scale. As companies grow, Totango adapts with them, supporting thousands of customers through digital programs or high-touch strategies. -
10
Custify
Custify
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.Starting Price: 899$/mo -
11
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 -
12
RevSetter
RevSetter
Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth. -
13
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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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 -
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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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Staircase AI
Staircase AI
Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn. -
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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. -
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Planhat
Planhat
Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement. -
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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 -
20
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 -
21
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 -
22
Intouch Insight
Intouch Insight
Intouch Insight's powerful customer experience management (CEM) software helps brands drive business improvements through better experiences. Intouch makes it easy to collect, analyze, and action customer feedback from any source, including surveys, email, SMS, social media, online reviews, call center and more. 100s of integrations seamlessly combine feedback with data from any source, like CRM, POS, IoT sensors, mystery shopping, and more to provide a complete view of customer experience and business performance. The platform features unlimited role-based dashboards and a robust, AI-powered reporting engine with predictive analytics. The platform includes automated case management tools for responding to feedback and closing the loop with customers. Leveraging the platform's patent-pending technology, businesses can create an Action Campaign™ to drive action in the frontlines, make proactive improvements to CX, and measure the impact actions have on business metrics. -
23
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 -
24
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 -
25
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 -
26
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 -
27
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. -
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Loop Subscriptions
Loop Subscriptions
Loop is a Shopify subscriptions app that helps DTC brands to increase AOV & reduce cancellations with help of gamified rewards system & fully customizable subscriber portal. At Loop we want to un-complicate subscriptions for Shopify DTC brands across the world. We want to help DTC community offer world-class experience to their subscribers. So Loop is not just another subscriptions app. We want to become your subscription growth partners.Starting Price: $99 per month -
29
Pega Customer Service
Pegasystems
Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pega’s AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly. Efficient service delivery across every interaction to minimize your team’s cost-to-serve while managing increased contact volume. -
30
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 -
31
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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Nektar
Nektar
Your AI digital Assistant that guides you to sell better. The world’s best mobile-first sales assistant. Rebuilding the modern sales experience! Don’t let another deal slip through the cracks. Let Nektar track who, what, when and how to follow up and you can just focus on closing sales. Get AI driven insights, alerts and reminders on all your leads, opportunities and tasks. Multi-channel ability to follow up with anyone from anywhere on any channel. With the power of AI & human collaboration, use Nektar playbooks to coach and ramp your fast growing sales teams and new hires easily. Customize, implement and track the sales plays to fit your sales process. Your rules, your plays with AI at its core and a dash of human expertise! Focus on helping your salespeople sell better rather than on reporting what they have been doing. Automate CRM entry, multi-fold CRM adoption & accelerate revenue growth with real time CRM updates and activity capture. -
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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. -
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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 -
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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 -
36
Zendo
Zendo
Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.Starting Price: $12 per user per month -
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Workorb AI
Workorb AI
Workorb AI is the future of work for customer-facing teams, with automated complex repetitive tasks and greatly improved sales, upsell and service outcomes. We stitch internal and external conversations to untangle multi-year, multi-people B2B customer relationships using a new class of LLMs — Graph Large Language Models. -
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Venntive
Venntive
Venntive is a true complete CRM, a Business OS that eliminates tech stacks and silos. A seamless platform that allows users to manage the entire customer lifecycle from first touch throughout the entire customer lifecycle. Venntive includes all the tools you'd want in a marketing automation stack, a sales stack, customer success/engagement, customer support, and operations. While there is virtually no need to integrate third party apps, we re in Zapier as CRM Connector and have an API. No-code customization eliminates the aggravation of ongoing expense and time to customize or update your Venntive instance. Finally, Venntive is extremely cost-effective from the very beginning which means cost-cutting does not mean a reduction in staff. Venntive is the smart, effective B2B SaaS solution to build, scale, and manage your business from day one.Starting Price: $150.00/month -
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Subsets
Subsets
Subsets increases lifetime value in subscription media by enabling commercial teams to run AI-driven retention experiments without engineering support. We analyze the key factors that drive retention across your customer journey. Using explainable AI, we recommend unique retention strategies for each segment. Take the guesswork out of flows by experimenting first and automating what works. Connect directly to your source systems or data warehouse. Subsets platform enables business teams to act. Orchestrate campaigns with the tools you know and love. Join successful subscription businesses that are leveraging Subsets to automate retention with AI. Purpose-built for commercial teams, providing seamless integration. Understand what makes subscribers stay and run proactive retention flows. -
40
3CLogic
3CLogic
3CLogic transforms customer and employee experiences with its patented and award-winning AI-powered cloud contact center solutions purpose-built to enhance today's leading CRM and Customer Service Management platforms. Globally available and leveraged by the world's leading brands, its offerings empower enterprise organizations with innovative capabilities, such as intelligent self-service, Generative AI, Voice AI, agent automation & coaching, and AI-powered sentiment analytics — all designed to lower operational costs, maximize ROI, and deliver better, faster, and more personalized interactions for IT, employee, and customer service.Starting Price: Contact for a quote -
41
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 -
42
Catalyst
Totango
Catalyst is a customer growth platform built to help revenue teams move beyond simple task management and focus on delivering real business outcomes. Instead of chasing checklists, your team prioritizes the goals each customer bought your product to accomplish. The platform aligns CS, sales, and revenue functions around customer impact, transforming your post-sales motion from reactive support into proactive value delivery. With automated workflows and insights, Catalyst helps you deliver recurring moments that strengthen retention and drive expansion. Teams gain full visibility into health, risk, and opportunity signals, making it easier to act early and scale success. The result is a unified GTM engine that retains more revenue, expands more accounts, and drives predictable growth. -
43
Scuba
Scuba Analytics
Self-service analytics at scale. Whether you’re a product manager, the head of a business unit, a chief experience officer, a data scientist, a business analyst, or an IT staffer - you’ll appreciate how simple Scuba makes it to access your data and immediately begin mining it for insights. Whether you’re trying to understand the behavior of your customers, your systems, your apps – or anything else associated with actions taken over time – Interana is the only analytics platform that lets you move beyond dashboards and static reports, to a mode where you and your team can interactively explore your data in real-time to see not just what is happening in your business, but why. With Scuba you're never waiting for your data. All of your data is always available, so you can ask questions as quickly as you can think of them. Scuba is designed for everyday business users, so there’s no need to code or know SQL. -
44
Gainsight
Gainsight
Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes. -
45
ProsperStack
ProsperStack
Prevent churn and win back lost revenue. ProsperStack is the drop-in cancellation flow that prevents churn, automatically. Use targeted offers to save customers and capture feedback to make informed product, pricing and remarketing decisions. The ProsperStack cancellation flow is a low-friction, beautiful offboarding experience that's kind to users and serves your business. Embed it directly into your application with just a few lines of code. After that, customize everything within ProsperStack—no developer necessary! Turn your cancellation flow into a powerful churn-prevention tool. Present special offers tailored to the customer's segment and reason for leaving. A/B test offers, analyze results and customize at any time to learn what's most effective. Answers in ProsperStack help you retarget lost revenue effectively, plus provide insight into key decisions about your product roadmap, pricing, service and support.Starting Price: $79 per month -
46
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. -
47
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 -
48
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 -
49
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 -
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Upzelo
Upzelo
Upzelo's customer loyalty and reward programs are crafted to boost your business's growth. Make each purchase a celebration with a bespoke program that's easy to set up and launch in minutes, all without needing any coding skills! Should you require assistance, our support and migration teams will guide you at every step. It's the only loyalty app you need. Points programs, VIP levels, and referral incentives foster trust and reward your customers for their engagement. Upzelo is an all-in-one customer loyalty and rewards platform. Transform one-time buyers into lifelong customers.Starting Price: $47 per month