Best Customer Success Management Solutions

What is Customer Success Management?

Customer Success Management is a strategic approach focusing on customer relationship and satisfaction to ensure the ongoing success of the client's journey with a company.

The top 5 Customer Success Management solutions are Gainsight Platform, Totango, Social+, Vitally and Gladly, as ranked by PeerSpot users in December 2024. Gainsight Platform received the highest rating of 0.0 among the leaders, is the most popular solution in terms of searches by peers, and holds the largest mind share of 29.6%.

Employing a robust Customer Success Management process helps organizations align their goals with customer needs, driving satisfaction and retention. Solutions within this category offer tools to track customer health scores, manage onboarding processes, and provide insights that aid in creating proactive strategies beneficial for both customers and businesses. High-quality solutions enable teams to understand usage patterns, foresee issues, and offer timely interventions.

What features are included in Customer Success Management solutions?

Health Scores Monitoring - Evaluate customer health to proactively address risks.
Onboarding Management - Streamline the customer onboarding process for faster adoption.
Usage Analytics - Gain insights into how customers interact with the product.
Customer Feedback Collection - Gather and analyze feedback to improve services.
Account Management - Maintain detailed customer records and interactions for personalized service.

What benefits should users expect from Customer Success Management solutions?

Increased Retention - Better customer experiences lead to higher retention rates.
Enhanced Customer Satisfaction - Proactive management improves satisfaction.
Revenue Growth - Happy customers are more likely to expand their usage and recommend the service.
Operational Efficiency - Streamlined processes reduce the workload on support teams.
Data-Driven Decisions - Analytics provide actionable insights for strategic planning.

In the tech industry, Customer Success Management solutions are crucial for managing subscription-based models, ensuring customer engagement and satisfaction throughout the product lifecycle. In healthcare, these tools help maintain service quality and patient engagement, improving overall care delivery.

Customer Success Management supports businesses in aligning their operations with client success, fostering long-term relationships and sustainable growth.

Customer Success Management solutions mindshare

As of January 2025, in the Customer Success Management category, the mindshare of Gainsight Platform is 29.6%, down from 35.3% compared to the previous year. The mindshare of Social+ is 14.8%, up from 6.0% compared to the previous year. The mindshare of Gladly is 18.5%, up from 5.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Customer Success Management

Top Customer Success Management products

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#1 Ranked

Gainsight Platform

The Experience You Want With The Power You Need

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Totango

Totango Customer Success Management enable a culture of the customer with the Enterprise to Customer business growth strategy, where the customer is the focus of everything what employees do. Totango Customer Success Management offers two products:

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Social+

Social+ offers collaboration and project management capabilities, making it suitable for team coordination. Its key features include task tracking and real-time messaging. Users appreciate its seamless integration with other tools. Some suggest improvements in customization options and reducing notification frequency to enhance usability.

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Vitally

Customer Success teams today are facing a problem: how do they connect customer data back to their work?Vitally changes that. Vitally is a new kind of Customer Success platform. An all-in-one collaborative workspace that combines your customer data with all the capabilities you expect from today's project management and work platforms.

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Gladly

We believe legendary customer service starts with people talking to people. So we put customers and conversations at the heart of Gladly. Because customers aren’t ticket numbers or cases, they’re people.

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ServiceSource

ServiceSource Customer Success Management Solutions drive customer retention and revenue growth for the companies.

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HubSpot Service Hub

Customer service tools to help you connect with customers, exceed their expectations, and turn them into promoters that grow your business.

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HubSpot Service Hub vs Gainsight Platform

ClientSuccess

ClientSuccess helps customer success teams deliver the source of truth for customer success SaaS subscriptions and revenue. With Real-Time Visibility ClientSuccess helps teams deliver real-time visibility into SaaS subscriptions and revenue like MRR and ARR from one platform. ClientSuccess gives team real-time alerts and insights into who to talk to, when to talk, and why so it can deliver a proactive approach to retain customers. With real-time alerts, trends, and reports around your entire portfolio and customer segments. ClientSuccess places all customer data and insights in one place with all the tools to proactively track, manage, forecast, and book SaaS subscriptions and revenue from one system.

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Natero

Natero Customer Success Platform provides the following:

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Salesmachine

Salesmachine is a Customer Success Data Platform. It helps you instantly convert min. +25% leads thanks to the Product Qualified Leads scoring method which identify leads that are more likely to convert!Track your customers behaviors after a sign-up on your SaaS to better understand them and help your teams interact with them at the right time.Automate tasks at each stage of the customer lifecycle to Accelerate Onboarding & Adoption, Increase Retention and Reduce Churn right now.

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Bonder

Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience.Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention.With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines.By providing a single source of truth, you ensure that your clients can get access to relevant documents, trainings and step-by-step guides at all times. They can also track the integration process and have visibility of the next steps.

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Ecosystems

Value selling for the modern enterprise, Ecosystems is an enterprise cloud platform for quantifying customer value from pre-sale value assessments to post-sale value realization. Ecosystems ensures both consistency and quality in your value conversations. Unstructured forms of quantitative (e.g., ROI/TCO models, benchmarks) and qualitative (e.g., case studies, differentiators) content are replaced with a digital cloud platform—purpose-built for quantifying and communicating customer value. Out-of-the-box, Ecosystems addresses the core needs of all stakeholders involved in managing customer value: Sales, Customer Success, Business Value Teams, and Marketing. Ecosystems transforms your ability to win, retain, and grow customers with quantified value. Digitize and scale your value selling with Ecosystems to: - Achieve Higher Confidence in Purchase Decisions - Gain Executive Support - Capture Benchmarking & Insights for Sellers - Enable Customer Champions to Co-sell - Monitor Value Realization - Align Teams - Speed Up Onboarding - Facilitate Transformation …and more!

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OnRamp

OnRamp is an adaptable solution designed to streamline business processes, offering robust features that cater to the needs of experienced professionals seeking efficiency. Its capacity for customization makes it ideal for various industries, ensuring seamless integration into existing workflows.

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ZapScale

Proactively address customer issues with real-time alerts linked to changes in customer health data. Make your engagements more targeted and personalised with easy customer segmentation.Level up your task management capabilities with Zapbook. Access a single, tailored, and prioritised view of all of your crucial insights and action items for your customer portfolio.Get access to customer behaviour on your product. Create and track custom product outcome journeys for customer segments to find and resolve downward trends in real-time.Make informed decisions based on accurate predictions of customer churn possibilities and upsell opportunities fuelled by ZapScale’s 40-dimension AI model.

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Planhat

Planhat is an advanced customer success platform designed to help businesses manage customer relationships effectively, offering rich insights and tools to boost customer satisfaction and retention.

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Auralis AI

Auralis AI streamlines business analytics, enhancing data-driven decisions with intuitive dashboards. Users praise its scalability and integration capabilities. Some find navigation improvements necessary. Auralis AI's robust data security strengthens its appeal, while customization options support varied user demands.

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Agency AI

Agency AI offers automation for marketing campaigns, featuring data-driven insights and customizable reports. It excels in predictive analytics but could improve integration with third-party tools. Users appreciate its robust analytics capabilities, while some find difficulties in integration processes with existing software systems.