Best Customer Success Software for 2025

Salesforce Service Cloud positions itself as a dynamic help desk solution designed to enhance how companies manage customer support, offering an ecosystem that streamlines interactions and resolution processes. Its architecture emphasizes an integrated framework aimed at improving response efficiency while accommodating the varied needs of modern service teams. The platform is built to be scalable and adaptable, making it a compelling option for businesses seeking a comprehensive tool that consolidates support functions into one cohesive system. Prospective customers interested in help desk software will find that its design promises to simplify service management, helping to transform customer challenges into opportunities for lasting engagement.

• Salesforce Lightning Console Unified Interface
• Intelligent Omni-Channel Case Routing System
• Comprehensive Customer Case Management Solution
• Robust Enterprise Knowledge Management Repository
• Seamless Cloud Telephony Integration Capability
• Real-Time Customer Live Agent Support
• Efficient Global Self-Service Customer Portal
• Custom Reports And Dashboards Analytics

Salesforce Service Cloud offers five pricing plans. The Starter Suite costs $25 per user per month, providing essential case and task management. The Pro Suite, at $80 per user monthly, adds telephony integration and customizable dashboards. Enterprise Edition is $165 per user monthly and features trusted AI with advanced reporting. The Unlimited Edition, priced at $330 per user monthly, enhances chat support and includes Einstein Bots, while Einstein 1 Service Edition at $500 delivers digital channels and state-of-the-art AI assistance. All plans are billed annually with a free trial available.

Zendesk offers a powerful, all-in-one solution for organizations aiming to enhance their customer support through an integrated omnichannel platform that consolidates interactions from email, chat, social media, and phone into a single interface. Its robust customization options allow businesses to modify ticket fields, automate their workflows, and build tailored dashboards, ensuring the software aligns perfectly with unique operational demands. Additionally, AI-driven automation boosts efficiency by managing routine tasks and prioritizing tickets, which helps increase both agent productivity and customer satisfaction. Designed for scalability and ease of use, Zendesk supports companies ranging from startups to large corporations while maintaining strong security and compliance standards suitable for diverse industries.

• Multi-channel Support Management
• Customizable Workflows
• Third-party Integrations
• AI Agents with Essential and Advanced Plans
• Knowledge Article Editor
• AutoQA for Voice with Scoring
• Workforce Management with Audit Logs
• Customizable Ticket Forms

Zendesk’s pricing is based on per-agent or per-user monthly fees, with annual subscriptions offering better rates. The Support Team plan starts at $19 per agent, providing basic ticketing and multi-channel support. The Support Professional tier, at $55 per agent, adds business hours setup, customer satisfaction surveys, and SLAs. For larger organizations, the Support Enterprise plan costs $115 per agent and includes advanced features. Zendesk Sell CRM begins at $19 per user with essential sales tools. Additional add-ons like Zendesk Copilot and Workforce Management are available at extra cost.

Birdeye is presented as a solution in the online reputation management software space, positioned to serve businesses that prioritize maintaining a strong digital image. Although the source overview provided is incomplete, the product’s categorization hints at capabilities designed to support the management of online brand presence. The brief description suggests that Birdeye is intended to help companies navigate the challenges of digital reputation, offering a potential asset for those seeking to refine their online interactions. For prospective customers evaluating reputation management platforms, Birdeye emerges as a candidate warranting further investigation to determine its fit with their strategic objectives.

• Robust Customer Feedback Collection Tool
• Advanced Sentiment Analysis and Insights
• Centralized Multi-Platform Review Monitoring
• Intelligent AI-Assisted Review Replies
• Automated Review Generation Campaigns Engine
• Comprehensive Online Reputation Scoring System
• Competitive Benchmarking and Analytics Dashboard
• Real-Time Alerts and Notification System

Birdeye offers three distinct pricing plans designed to meet varied business requirements. The Starter plan delivers essential features like Reviews AI, Listings AI, and Messaging AI at a flexible per-location fee. The Growth plan builds on this by adding Social AI integration, while the Dominate plan further strengthens service delivery with Chatbot AI. All plans benefit from robust add-ons such as Campaigns, Team Chat, Payments, Integrations, a mobile app, and unlimited users and contacts, with world class support included. A free trial is available. Contact Birdeye for additional details.

NICE inContact CXone stands out as a versatile cloud-based contact center platform that integrates multiple functionalities into one cohesive system. It streamlines customer interactions across various channels—such as voice, chat, email, and social media—ensuring that customers are connected with the most suitable agents quickly and efficiently. The platform supports flexible operations by enabling rapid agent deployment from any location, which is especially beneficial for remote or distributed teams. Additionally, CXone’s embedded AI and analytics tools help enhance customer experience while optimizing workforce performance and reducing costs associated with traditional contact center infrastructure.

• Omnichannel Routing
• AI-Driven Sentiment Analysis
• Workforce Management (WFM)
• Real-Time Analytics and Reporting
• Automation and Self-Service
• Flexible Cloud Deployment
• Customizable Agent Desktop
• Pre-Built Integrations Marketplace

NICE inContact CXone offers a range of Mpower pricing plans based on a per-agent, per-month model. The Digital Agent plan is priced at $71, focusing on digital channels. Voice Agent costs $94 and supports live and self-service voice interactions. The Omnichannel Agent, combining both digital and voice features, is $110. More comprehensive suites include the Essential Suite at $135, Core Suite at $169, Complete Suite at $209, and Ultimate Suite at $249, each adding advanced capabilities. A free trial is also available.

Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.

• Powerful User-Friendly Survey Builder Tools
• Vast Library of Customizable Templates
• Real-Time Comprehensive Reporting and Analytics
• Seamless Embedded Website Form Integration
• Innovative Optimized Mobile-Friendly Form Experience
• Dynamic Conditional Logic for Customization
• Extensive Integrations with Third Parties
• Secure Payments Integration for Commerce

Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.

SurveySparrow is presented as a survey software solution that promises to streamline the process of gathering and analyzing feedback in an interactive, user-friendly manner. Though the source material does not supply a detailed overview, it suggests that the platform has been designed to meet the needs of organizations looking for a modern approach to survey management. Its framework implies a commitment to enhancing user engagement and delivering flexible survey experiences that can adapt to various industry demands. For prospective customers exploring survey software, SurveySparrow appears to offer a compelling option worth further consideration.

• Fully Extensive Customizable Brand-Aligned Surveys
• Intuitive Drag and Drop Builder
• Diverse Interactive Question Types Options
• Insightful Real-Time Data Visual Dashboards
• Comprehensive Reporting, Analytics, and Metrics
• Dynamic Branching and Skip Logic
• Automated Seamless Multi-Channel Survey Distribution
• Enterprise-Grade Secure Survey Data Management

SurveySparrow pricing caters to every user need with eight distinct plans. The Free plan offers basic data collection with limited responses, while the Basic plan ($19/month annually) provides essential survey features. The Starter plan ($39/month annually) enhances customer insights, and the Business plan ($79/month annually) scales mid-size organizations. The Professional plan ($249/month annually) delivers advanced capabilities for expanding markets. CX Basic ($199/month annually) emphasizes customer loyalty, while NPS+CX and Enterprise plans require direct contact. A 14-day free trial lets prospective customers explore these flexible options. Each plan offers significant value.

Catalyst emerges as a dynamic solution designed to streamline corporate performance management, offering a platform that champions efficiency and strategic insight for businesses. Its multifaceted design caters to diverse performance metrics, ensuring that decision-makers can navigate complex financial and operational landscapes with intuitive ease. The system's versatile framework is crafted to support enhanced reporting and analytics, thereby addressing the intricate needs of enterprises in a rapidly evolving market. In essence, Catalyst presents an adaptable environment that aligns seamlessly with the strategic objectives of companies seeking robust performance management capabilities.

• Intuitive, user-friendly software system interface
• Customizable dashboards for tailored insights
• Robust integration of multiple data-sources
• Real-time analytics empowering agile decisions
• Customizable reporting and export tools
• Streamlined workflow automation for efficiency
• Dynamic visualization tools for clarity
• Advanced security and permission management

Catalyst employs a flexible pay-as-you-go approach, offering competitive hourly rates and volume discounts tailored to your usage. While compute instance pricing details remain unspecified, Catalyst presents transparent pricing for block storage with HDD and NVME options at defined hourly and monthly rates. Object storage costs depend on data persistence and transfer volumes, ensuring clarity in expenses. Network services, including direct connections at various speed tiers, also have straightforward hourly and monthly fees. Cloud orchestration is free except for consumed resources, catering to efficient corporate performance management cost planning effectively.

Custify is a dynamic solution that empowers prospective customers by enabling proactive management of customer success through real-time health scores, which signal when clients might be at risk and trigger automated workflows to streamline the engagement process. The platform offers a holistic view of customer interactions and product usage, facilitating timely outreach and tailored communication that mitigates churn while uncovering lucrative upsell opportunities. Moreover, its seamless integration with existing tools ensures that operational efficiency is maximized and data is consistently harmonized across platforms. Customizable dashboards and robust reporting features further support data-driven decision-making, making Custify a comprehensive tool for driving growth and enhancing customer satisfaction.

• Comprehensive Customer 360° View
• Dynamic Real-Time Customer Health Scores
• Efficient Automated Task Automation
• Instantaneous, Real-Time Alerts and Notifications
• Highly Interactive Customizable Dashboards
• Robust, In-Depth Reporting and Analytics
• Seamless Integration with a Wide Range of Existing Tools
• Dedicated, White-Glove Concierge Onboarding

Custify uses a custom pricing model designed uniquely for each company, with all fees tailored to specific business needs. No free trial is offered, prompting prospective customers to engage directly with the vendor for a personalized quote. Key functionalities include a comprehensive customer 360 view, detailed health metrics, and robust automation efforts, all integrated to streamline success operations. Although pricing details remain undisclosed, the flexible structure—based on usage or user count—ensures that the solution aligns perfectly with distinct operational demands. Contact Custify directly for comprehensive customized cost information and details.

OnRamp represents a streamlined client onboarding solution designed to ease the transition for new customers and integrate them seamlessly into your system. Its dynamic approach balances structured workflows with intuitive design, aiming to reduce friction and enhance the overall customer onboarding experience. The platform’s versatility provides a strong foundation for organizations seeking a comprehensive tool that aligns with modern onboarding demands while simplifying complex integration processes. Ultimately, OnRamp is positioned as a forward-thinking option in the client onboarding software landscape, catering to businesses that value efficiency and a solid, adaptable framework.

• Customizable Onboarding Workflows & Templates
• Seamless Onboarding Process Completion Checklists
• Engaging Customer Portal With Branding
• Real-Time Task And Project Tracking
• Dynamic Custom Reports And Analytics
• Robust API And Third-Party Integration
• Secure Systematic Role-Based User Management
• Mobile-Friendly Interface With Instant Notifications

The Full Value for All plan requires prospective clients to contact OnRamp directly to obtain a personalized quote. This pricing structure, based on user and usage factors, includes three creator users per month while granting complete access to every advanced feature essential for optimizing client onboarding. With unlimited contributor users, dynamic action plans, customer access, and integrations, organizations enjoy a comprehensive solution that supports every aspect of their workflow. Yet, OnRamp does not provide a free trial, so reaching out to the vendor is crucial for obtaining customized pricing information.

Churn360 stands out with its state-of-the-art analytics, which leverage machine learning to sift through historical customer data and pinpoint individuals who might be on the brink of departing. Its intuitive interface ensures that teams easily navigate the platform to monitor vital performance metrics and customer health scores, thereby streamlining the process of implementing tailored retention strategies. Seamless integration with various CRM systems and business tools means that users tap into existing datasets without cumbersome manual data entry, creating a holistic and efficient workflow. Moreover, customizable dashboards and comprehensive reporting tools empower businesses to continually evaluate their performance, facilitating agile, data-driven decision-making in the fight against customer churn.

• Comprehensive 360° Customer Interaction View
• Accurate Customer Health Scoring System
• Predictive Churn Risk Identification Engine
• Advanced Customer Data Segmentation Module
• Automated Customer Engagement Campaign Manager
• Customizable Real-Time Analytics Dashboards Suite
• Detailed Reporting and Analytics Framework
• Seamless Integration and Data Connectivity

Churn360 presents two clearly defined pricing structures intended for scalable customer success management, each tailored to varying organizational sizes. The Startup plan, available at $399 monthly, supports one to four CSMs and provides core features including a 360° customer view, health score monitoring, journey mapping, segmentation, campaign management, and automation plays. Meanwhile, the Professional plan costs $799 per month for five to nine CSMs, building on these essentials with enhanced automation and reporting functionalities. Notably, no free trial or setup fees exist, with premium consulting services additionally available. Additionally.

ChurnZero empowers organizations by seamlessly integrating with platforms like HubSpot, resulting in a unified view of customer interactions that enables teams to monitor account health and engagement through real‐time metrics. Its automated tracking of customer journeys—mapping every milestone and touchpoint along the way—facilitates the early identification of at-risk accounts and promotes proactive, data-driven interventions. Furthermore, with advanced segmentation capabilities and automated alerts, the platform allows customer success teams to tailor strategies and optimize their efforts, ultimately fostering stronger relationships and boosting long-term retention.

• Customer Profiles
• Health Scores (ChurnScores)
• Journeys
• Customer Success AI™
• Command Center
• Real-time Alerts
• Advanced Reporting
• Automation

ChurnZero offers a pricing structure designed to meet the evolving needs of SaaS and subscription businesses. Annual costs range from $18,466 to $88,194, with a median buyer expense around $42,675. This adaptable pricing model is tailored to each customer's requirements, yielding visible savings of approximately 21% on average. Costs could be influenced by user numbers or usage intensity, ensuring flexibility across diverse business scales. While specific plan structures remain fluid, prospective customers are encouraged to reach out directly to clarify options and obtain a customized quote suited to their needs.

Freshsuccess stands out by offering a comprehensive 360-degree view of customer relationships, aggregating data from various sources to offer a deep understanding of customer behavior and needs. Its robust analytics engine, complete with customizable health scores and AI-driven notifications, empowers customer success teams to proactively identify at-risk accounts and seize potential upsell opportunities. Additionally, the platform streamlines task management through workflow automation, ensuring that critical customer interactions receive timely and effective follow-up. By fostering cross-departmental collaboration across sales, marketing, and support, Freshsuccess creates a unified approach to enhancing customer satisfaction and driving sustainable revenue growth.

• Health Scores
• Alert Automation
• Playbooks
• Reporting and Analytics
• Customer 360
• CSM Workflows
• Email Automation
• Integration with Freshsales

Freshsuccess offers pricing plans designed for businesses seeking highly effective customer engagement and remarkably streamlined task management. The Estate Plan provides essential solutions such as cloud-based software, health score tracking, and onboarding tools, priced at $79 monthly when billed annually, or $95 monthly. Businesses desiring more robust lifecycle management and advanced notification systems may opt for the Forest Plan, available for $129 monthly on annual billing and $150 monthly otherwise. Both plans avoid additional setup costs and do not include a free trial, keeping the pricing structure straightforward and transparent.

Gainsight CS distinguishes itself by offering AI-powered, real-time insights that dynamically decode customer behaviors and preferences, thereby empowering organizations to proactively tailor engagement strategies and elevate overall satisfaction. Its robust framework manages the entire customer lifecycle—from initial onboarding to eventual renewal—while its in-app engagement tools and analytics provide invaluable feedback that helps teams swiftly address potential friction points, systematically driving user adoption and retention. Furthermore, with a design that effortlessly scales with organizational growth and a wide array of integration options, Gainsight CS ensures that customer success teams are well-equipped and continuously supported by a vibrant community and comprehensive resources to meet evolving demands.

• Customer 360 (C360)
• Adoption Explorer (AE)
• Cockpit and Playbooks
• Renewal Center (RC)
• Journey Orchestrator
• Customer Success Qualified Leads (CSQL)
• Scorecards
• Sally

These eight essential features integrate diverse customer data, automate success processes, and deliver insights to empower effective customer engagement.

Gainsight CS offers flexible pricing plans tailored for diverse business needs. The Essentials Plan comes with strong features such as AI insights, customer 360, digital journeys, dashboards, and success plans, and it is priced via a custom quote. It allows ten full users, each handling up to one hundred customers. The Enterprise Plan expands these capabilities to twenty full users and two hundred customers per user, maintaining the same robust feature set. A free trial for the Product Experience software lets prospects explore these features before making a commitment. Inquire.

Involve.ai emerges as a cutting-edge platform that employs artificial intelligence to derive actionable insights from vast swaths of customer data, enabling businesses to decode behavioral trends and adjust their marketing strategies accordingly. It boosts operational efficiency by automating customer communication—through AI-driven chatbots and messaging systems—that promptly addresses inquiries and elevates overall satisfaction. Moreover, its predictive analytics capabilities empower organizations to anticipate customer needs and strategically launch precise, engaging campaigns. Coupled with its intuitive interface and seamless integration with existing CRM systems, Involve.ai proves to be an ideal solution for companies striving to refine their customer engagement and retention strategies.

• Comprehensive Customer Health Monitoring Dashboard
• Automated Real-Time Health Scoring System
• Timely Proactive Alerts for Churn
• Advanced Behavioral Data-Driven Customer Segmentation
• AI-Enhanced Actionable Customer Engagement Insights
• Accurate Machine Learning Churn Prediction
• Fully Customizable Interactive Analytical Dashboards
• Effortless Seamless CRM System Integration

involve.ai offers four pricing tiers catered to diverse company needs. The Free Plan costs nothing while providing basic access to AI tools, unlimited comments, and minimal tone customization to get started. For an enhanced experience, the Starter Plan at $12.9 per month includes broader prospect monitoring, faster updates, and extra tone options. The Pro Plan, priced at $30, extends capabilities with upgraded AI models and increased monitoring, while the Elite Plan at $80 pushes boundaries with Google Gemini integration and early beta features. A no-credit-card Free option encourages initial exploration now.

Planhat excels in enhancing customer success operations through its powerful automation tools, which simplify onboarding and ongoing management by reducing repetitive administrative work. This allows teams to concentrate more on strategic engagement and proactive risk mitigation. Its advanced health score system aggregates data from various product lines and customer segments, offering valuable insights to identify at-risk clients and uncover upsell possibilities. Furthermore, Planhat centralizes communications and integrates smoothly with popular platforms like Slack, Zendesk, Jira, and Zapier, creating a cohesive environment for collaboration and data consistency.

• Custom Customer Health Scoring Feature
• Predefined Efficient Workflow Automation Feature
• Custom Dashboards for Key Metrics
• Real-Time Comprehensive Revenue Analytics Module
• Proactive Predictive Churn Prediction Capability
• Efficient Personalized Customer Segmentation Tool
• Flexible Customizable Business Workflow Configuration
• Immediate Real-Time Critical Notifications System

Planhat provides flexible pricing designed for companies of any size. The Start-Up plan delivers essential customer management features on a custom-priced basis to meet unique business needs. The Professional plan builds on this foundation with advanced reporting, automation, and success management tools, while the Enterprise plan adds robust security, custom permissions, and multi-source integrations for large organizations. Annual costs typically range from $6,883 to $96,000, with a median spend of $31,131. A free trial is available, allowing businesses to experience the platform’s capabilities firsthand. Customization options ensure a competitive edge.

SmartKarrot presents a compelling solution for businesses seeking to refine their customer success operations through an intuitive interface that streamlines collaboration at every organizational level, from frontline managers to senior executives. Its integrated SmartPlaybooks enable companies to digitize daily workflows by standardizing procedures, which enhances consistency and accountability while curbing both operational costs and turnaround times. Additionally, the platform offers robust, data-driven insights delivered via customizable dashboards and performance metrics that help teams preemptively identify and mitigate risks with early warning systems. Further setting it apart, the support for an unlimited number of users and built-in automation capabilities ensure that scaling operations remains straightforward, allowing organizations to maintain high-quality customer engagement as they grow.

• Comprehensive Customer 360 Data View
• Seamless Streamlined Operational SmartPlaybooks Execution
• Proactive Customer Health Scoring System
• Real-time Early Warning Alert Notifications
• Efficient Automated Process Workflows Management
• Advanced Customizable SmartInsights Reporting Suite
• Smart Intelligent Proactive Notification Delivery
• Comprehensive Data-Driven Risk Intelligence Insights

SmartKarrot pricing presents diverse options to suit varying team sizes and requirements. The Basic Plan starts at $15,000 per year for five users, offering essential integrations and email-based support to kickstart customer success operations. The Growth Plan and Pro Plan require direct contact, with the Pro option being the most popular, featuring advanced SaaS product support, multiple integrations, and premium assistance for teams of 25. Additionally, the Enterprise Plan delivers customized pricing and tailored services. A free trial is available, allowing prospects to explore the platform before committing for details.

Velaris presents a multifaceted solution that integrates diverse customer data sources, enabling a consolidated perspective on interactions across various touchpoints—a feature that can significantly enhance teamwork and communication in environments where cross-department collaboration is essential. Its advanced, AI-driven analytics transform routine support tickets and customer engagements into actionable insights, revealing behavior patterns and pinpointing critical pain points. The platform further expedites customer onboarding and engagement by automating workflows, thereby facilitating prompt, personalized responses that ensure customers quickly perceive the value of their investment. Moreover, its proactive monitoring of customer health metrics allows organizations to identify and address potential risks early on, effectively mitigating customer churn and fortifying long-term relationships.

• Data Consolidation for Customer Profile Unification
• Comprehensive and In-depth Health Metrics Dashboard
• Robust, Customizable Reporting Dashboards and Visual Analytics
• Instant Sentiment Analysis
• Intuitive Drag-and-Drop Automation Builder
• Highly Accurate Churn Prediction Tools
• Dynamic Customer Journey Mapping
• Seamless Integration with CRM Systems

Velaris offers a structured annual subscription model designed for Customer Success teams. The Entry Level plan costs $10,000 per year and provides essential capabilities, from data consolidation and analytics to automated email campaigns and lifecycle management. Custom pricing, available up to $80,000 annually, delivers enhanced features for larger organizations with specific requirements. There is no free trial currently available, so interested parties should reach out directly for additional details on trial options or tier adjustments. The clear pricing tiers ensure straightforward comparisons for companies choosing the right technology solution overall.