Top ClientSuccess Alternatives

Salesforce

salesforce.com

Salesforce.com, inc. is an American cloud-based software company headquartered in San Francisco, California. It provides (CRM) customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. In 2020, Fortune magazine ranked Salesforce at number six on its 'List of Top 100 companies to work for', based on an employee survey of satisfaction.

Freshdesk

freshdesk.com

Freshdesk (a product of Freshworks Inc.) helps businesses delight their customers effortlessly with modern and intuitive software for customer support. Freshdesk converts requests coming in via email, web, phone, chat, messaging, and social into tickets, and unifies ticket resolution across channels. Additionally, strong automation and AI capabilities like automating ticket assignment, prioritizing tickets, agent assist, and even sending out canned responses, help streamline the support process. Freshdesk also enhances team collaboration, integrates with a range of third-party tools, offers predictive support capabilities, and field service management. The reporting and analytics features provide insights needed to grow the business.

SmartTask

smarttask.io

SmartTask is the best online collaboration tool to manage your team's progress. Simple yet Powerful enough to handle all business operations. Track tasks, projects, customer interactions and stay connected with team's progress

Moxo

moxo.com

Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Clari

clari.com

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.

Chargebee

chargebee.com

The Chargebee platform enables subscription businesses to capture, retain and maximize revenue opportunities through automated recurring billing, subscription management, and revenue analytics. By integrating seamlessly with your tech stack, Chargebee becomes the heart of your revenue operations. Optimise efficiencies across your sales, success, and finance operations to accelerate the growth of your subscription revenue. Chargebee is the leading Revenue Growth Management (RGM) platform for subscription businesses. Chargebee's mission is to help businesses of all sizes to grow their revenue by providing a comprehensive suite of solutions, including subscription management and recurring billing, pricing and payment optimization, revenue recognition, collections, and customer retention.

UpdateAI

update.ai

UpdateAI is the worlds first, and only, Digital Assistant built for Customer Success Managers. By integrating into Zoom we automatically take notes, capture and assign action items, identify risks, and surface product feedback. Even better, we help you draft follow up emails and prepare for tomorrow's calls. CSM's the world over are less stress using UpdateAI and find that for the first time, they are winning the war on Administrative work.

People.ai

people.ai

People.ai is the leader in guiding enterprise sales teams on the proven path to pipeline and revenue generation. The People.ai enterprise revenue intelligence platform ensures organizations speed up complex sales cycles by engaging the right people in the right accounts. Through our patented AI technology, People.ai enables sales teams to clearly see whom to engage within each of their accounts and exactly what to do to deliver the highest-yielding deals. Enterprises such as AppDynamics, DataRobot, Okta, and Zoom know that people buy from people, and that’s why people buy from People.ai.

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

Dock

dock.us

Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us

Mixmax

mixmax.com

Mixmax is a sales engagement platform that helps teams boost revenue throughout the customer journey. We make life easier for everyone who interacts with customers, not just SDRs, by automating repetitive tasks and streamlining workflows. This increases productivity and empowers reps to focus on selling. Mixmax customers see a positive ROI in under 6 months and can start using the platform in less than a day.

Patch Customer Retention

patchretention.com

Unleash the True Power of Retention Marketing with the World's First, Fully Automated and Customizable Platform using RFM Segmentation. With over a decade of expertise, Patch has developed a top-of-the-line customer retention platform that helps Shopify brands increase their customer lifetime value and retain more customers, all in one place. Patch is the world's first retention platform with integrated RFM (Recency, Frequency, Monetary) segmentation. This model automatically segments customers into actionable buckets, including Loyal, At-Risk, and even Lost Customers. It enables you to create personalized, automated customer journeys for each customer to maximize engagement and revenue. Patch makes data-driven decisions possible without the need for data scientists. Furthermore, our full suite of retention tools includes the following: Automated Customer Journeys: Take action based on customer behaviors, whether loyal or at-risk. Email & SMS: Connect with your audience through personalized messaging using Email and SMS blasts. TextChat Widget: The New Era of WebChats. Seamlessly Continue Conversations with Your Customers via Text, Without Losing Conversation History. Loyalty & Rewards: Tailor rewards to fit your specific brand needs and goals, and track success with built-in analytics. Messenger: Text-enable your customer care team for streamlined communication, increased engagement, and more purchases. Review Requests: Boost your brand by social proofing your reputation with our automated review requests. Waivers: Turn your waivers into a marketing channel with the only waiver software with built-in marketing automation. Analytics: Gain actionable insights by segment with Patch's intuitive dashboards, enabling you to quickly understand and act on the data. Referrals: Turn loyal customers into brand ambassadors and reach new ones with referral programs.

Planhat

planhat.com

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.

Catalyst

catalyst.io

Catalyst is the leading platform for driving growth through your customers. Built to deliver value along the entire customer experience; Catalyst transforms new buyers into lifelong revenue. With retention-driven workflows and revenue-focused automations, we supercharge customer-centric teams. Catalyst’s seamless enterprise integrations centralize siloed customer data into the industry’s most intuitive platform, powered by advanced workflows. Automate and scale your best-in-class customer journeys; drive user productivity and adoption; and deliver clear insights into customer health that optimize the customer experience with precision—from onboarding to advocacy. Partner with Catalyst’s trusted team and intuitive platform to build, iterate and scale your customer-led growth strategy. Learn more at https://catalyst.io/

Vitally

vitally.io

Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Recapped

recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

Verint

verint.com

Verint helps the world’s most iconic brands build enduring customer relationships by connecting work, data, and experiences across the enterprise. With this approach, brands can navigate and thrive as they adapt to the future of work, eliminate the inefficiencies created by organizational and data silos, and consistently deliver differentiated experiences at scale across every interaction. Verint's solutions help brands close the gap created when they lack the resources required to deliver experiences that fulfill customer expectations. Closing this Engagement Capacity Gap™ helps them build lasting relationships with customers and drive real business results. The Verint Customer Engagement Platform draws on the latest advancements in artificial intelligence and analytics, open integration, and the science of customer engagement to meet ever-increasing, ever-shifting consumer interactions and demands. They help their customers to drive even greater value from their technology investments by working closely with a broad ecosystem of solutions and partners. With Verint, brands can finally unlock the potential of customer engagement across every area of the business to deliver consistently differentiated experiences to their customers and employees, and do so at scale to realize tangible business results. Global Presence • Headquartered in Melville, N.Y., with 40+ offices worldwide • Powered by 4,500 dedicated professionals and a global partner network Closing the Engagement Capacity Gap Brands today are challenged to deliver quality customer experiences across dozens of engagement channels, hundreds of customer journeys, and millions of interactions – all with the same team and resources. This results in an Engagement Capacity Gap. Verint solutions are uniquely geared toward closing this gap.

Aviso

aviso.com

Aviso AI is an integrated revenue platform that helps modern sales organizations and revenue teams close more deals, drive revenue growth, and mitigate risk through patented AI guidance. As the industry leader in AI-based revenue operations solutions, Aviso AI is the only player with the most comprehensive set of intelligent tools and solutions for sales, marketing, and customer success teams that uncovers the hidden revenue opportunity from each customer. The Aviso AI platform can be divided into six core pillars: 1) Predictive Forecasting 2) Deal Intelligence 3) Activity & Relationship Intelligence 4) Conversational Intelligence. 5) GTM and Customer Collaboration 6) CRM Automation Our platform is flexible and scalable to configure any complex customer hierarchies. Sales leaders, managers, and reps all benefit from using our pipeline management, forecasting, deal collaboration, and conversational intelligence tool. With Aviso, sales teams can set goals, unify forecasts, guide deals, and course correct for success. In the era of virtual selling, sales teams deserve a platform that can enable their success working remotely. Powered by cutting edge Auto-ML, NLP, and a deep time series database, the Aviso platform combines the best of human and artificial intelligence to guide selling. Companies like Honeywell, Dell, LaunchDarkly, Elastic, RingCentral, Microsoft GitHub, FireEye have all seen great results using Aviso, such as an average of 20% increase in deal win rates. Find your Revenue True North with Aviso AI.

Onboard

onboard.io

Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to launch. Onboard provides dynamic launch plans (called MAPs), which provide the flexibility your company needs along with a 360 degree visibility for all stakeholders -- enabling you to better manage your team and allowing your clients to stay on track and launch faster!

Gainsight CS

gainsight.com

Retain And Grow Your Customers At Scale. Gainsight CS makes customers your best growth engine. Get a comprehensive view of your customers, understand trends and risks, and empower your team to scale with proven actions that deliver outcomes.

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Kizen

kizen.com

Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and operations initiatives using Kizen as the heart of your enterprise. SKYROCKET SALES PRODUCTIVITY & PREDICTABILITY. Close more deals faster with suggested next best actions, predictive forecasts, and low performance alerts. AI-DRIVEN, AUTO-DEPLOYED 1-TO-1 JOURNEYS. Hyper-automated customer journeys that learn from every data point in your business. IDENTIFY & HIRE STAR TALENT AT WARP SPEED. AI-assisted HR administration to hire quickly, automate & adapt workflows, and retain your MVPs. AI-ACCELERATED IT SUPPORT, DATA OPS, & APP CREATION. Unified, centralized data plus a no-code interface allow you to launch in hours what used to take weeks. MAXIMIZE EXPERIENCES & EFFICIENCY USING AUTOMATION. Streamline workflows and manage, automate, & support initiatives in real-time using a single, no-code application.

Uptics

uptics.io

Meet Uptics. Your new secret weapon to dominate outbound sales, book 3x more meetings and close more deals with ease. Uptics is an easy to use, sales software that helps you automate all the manual, boring sales stuff so you can focus on things that matter - taking care of customers and closing sales. The software is an all-in-one sales automation platform for remote and inside sales teams to easily launch outbound campaigns, nurture inbound leads, pack your deal pipeline, and drive top-line revenue.

ChurnZero

churnzero.net

ChurnZero is your platform and partner for Customer Success. We help your subscription business succeed at scale by giving you everything you need to improve efficiency, increase revenue, and deliver the best possible customer experiences. ChurnZero helps your Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Best-in-class automation and personalization, in-app communications, and Customer Success AI™ make it easy to engage with customers and lead them to value. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates easily with your CRM and tech stack. Beyond the software, we pride ourselves on being your team’s trusted partner, consultant, and coach, dedicated to helping you and your team focus on the work that matters most.

Valuecase

valuecase.com

Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move faster and sellers finally know if an opportunity is still moving. Sales and customer success teams of all sizes choose Valuecase to engage customers, simplify collaboration, and uncover never-seen insights along the way. Docs? Mutual action plans? Commercials? With Valuecase, they are all in one beautiful space, shared with prospects in just a click. From first contact with your product, to the sale, to onboarding, and beyond.

Totango

totango.com

Totango is customer success software businesses can't outgrow, providing unlimited scalability and unmatched time to value to help cross-functional enterprise teams drive productivity, retention, and expansion. Prebuilt customer success programs that are embedded with industry best practices make it fast and easy to get started, customize to your business, and achieve critical business outcomes at each stage of the customer journey. The biggest customer success teams in the world—including SAP, Github, Schneider Electric, and Aircall—use Totango to integrate customer data for a 360-degree view of customer health, collaboratively manage their customer portfolio, and engage proactively and intelligently with their customers.

Prelay

prelay.com

Prelay's Team Selling Platform helps companies simplify their complex deals and maximize their most valuable internal resources to drive revenue faster as a team. Too many revenue teams let static CRM files and legacy tooling suppress their selling potential. Without a purpose-built solution for managing complex deals, internal stakeholders resort to ad-hoc emails, chats, and docs, without any centralized tracking, oversight, or learnings. The result? Internal delays, blindspots, and deal slippage. Prelay conquers deal chaos with a purpose-built Team Selling Platform. Acting as an internal orchestration layer, Prelay organizes deal coordination in one place that integrates with your key software. There are fewer headaches for sales reps and their counterparts, and sales, presales, and revops leaders gain insight into team capacity and what makes deals successful. Whether you’re running evaluations, routing deal desk approvals, or tapping a product specialist, Prelay simplifies your complex deal processes and maximizes the impact of your most valuable internal resources, so you can drive revenue faster as a team.

Moovila

moovila.com

Moovila is the World’s Most Advanced AI-Driven Project Automation platform and empowers organizations to streamline processes, optimize resource allocation and utilization, and proactively manage risks and timelines. With a focus on mastering the nuances of efficient project delivery and resource optimization, Moovila guarantees precision in every aspect. Its features are meticulously crafted to meet the demands of dynamic project environments and include: • Robust Project Creation & Management • Critical Path Automation • Streamlined Project Portfolio Management • Advanced Resource Allocation & Capacity Forecasting • AI Risk Monitoring, Identification & Remediation • Real-time Insights and Dashboards • An AI Project Management Coach • Collaboration & Communication Tools • Seamless, Native Integrations with CRMs and PSAs Moovila the top choice for businesses dedicated to leveraging their project potential to its fullest to improve margins and ensure customer satisfaction.

OnRamp

onramp.us

OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.