If you are looking for information on customer success tools, you are in the right place. Tell us what customer success software you use too and we will check it out.
In this article, we:
- Discuss the primary categories of customer success tools.
- Share our opinions on the best tools for customer success right now.
- Provide a few final thoughts on customer success software overall.
Let’s get started.
Customer Success Tools – the Categories
This section will discuss the primary categories and provide our guidance on the best customer success software for each type.
We go in order of least complex to most complex solutions – so if you are looking for a tool to solve one problem, they are first. If you are looking for an all-in-one solution, they come at the end.
We always want to hear from you, so if you feel we could improve our recommendations, let us know, and we will dig deeper to learn more and adjust as required.
Best Communication Software
You need to be on-point with every communication. Make sure to use Grammarly to check tone, and ensure you have no spelling errors, and your grammar is correct.
Like Calendly, Grammarly comes with free and paid options.
Customer Success Software for Project Management
The all-in-one customer success management tools will provide you with this ability. However, if you only need a great project management solution, tons of them are on the market.
Our personal favorite is monday.com due to its easy-to-use interface, large # of templates to support almost any need, document management, and flexible pricing.
Customer Success Onboarding Tools
Too often, information is lost when prospects become customers, leaving the customer, and your customer success managers, struggling to deliver a fantastic onboarding experience.
Again, the complete solutions noted below will help, but if you only need an onboarding solution, we would again recommend monday.com.
Why?
As noted above, its easy-to-use interface, large # of templates to support almost any need, document management, and flexible pricing makes it an excellent fit for this need.
Oh, and it integrates with Salesforce, Pipedrive, and other CRMs and even can be your CRM if you don’t already have one.
It is a complete package.
Customer Success Management Tools
Now we get into the big leagues, for teams wanting all the bells and whistles in a single platform.
| Capabilities | ChurnZero | Totango | Gainsight |
|---|---|---|---|
| Integrations | ChurnZero has many integrations, including Hubspot, Salesforce, Microsoft Dynamics, Microsoft Outlook, Gmail | Many integrations listed, including Hubspot, Microsoft Dynamics, Salesforce | Integrations: Salesforce, SAP, Microsoft Dynamics, Hubspot, Pipedrive, Zoho, Zoom, Gong, Google, Outlook, Google Analytics, Einstein Analytics, Segment, Tableau, Zendesk, Salesforce Service Cloud, Freshdesk, Zapier, Software AG, Workato, Celigo |
| Top Verticals Supported | Technology, Human Resources, Financial Services | Technology, Higher Education, Healthcare | Technology, Healthcare, Financial Services |
| Pricing | Pricing is not listed on their website. | Community Pricing: Teams of 3, 1 product, and a max of 100 customers can use FREE Starter Pricing: Teams of 5, 1 product, and a max of 500 customers cost $499/month. Growth Pricing: Team of 10 users, 1 product, $899/month. Larger Plans, Enterprise Pricing, are custom quoted. | Pricing pages are listed on the Gainsight website but no prices are provided. |
| Try Now | Try Now | Try Now |