What is Customer Success Software?

Customer Success Software is essential for most companies with customer success teams because, quite simply, it tracks and manages customer relations to keep them happy and loyal.

Think of it as a complement to a CRM system that helps you understand, engage, and retain your customers by providing insights and automating key tasks.

Gainsight Gainsight
4.4
The durable growth platform for customer success, product, and community teams. Enhance customer success by automating workflows, prioritizing tasks, and predicting risks.
ChurnZero ChurnZero
4.6
We're the Customer Success platform and partner for growing SaaS and subscription businesses. Minimize churn with real-time customer health tracking and targeted engagement strategies.
Custify Custify
4.8
Customer Success Software for SaaS - Reduce Churn, Retain Customers and Grow Revenue. Optimize customer lifecycle with customizable automation, easy integration, and actionable insights.
Vitally Vitally
It’s time for a new era of Customer Success productivity. Combine your customer data with project management and work platforms.

Key features of the best Customer Success Software

Key features include:

  • Customer Health Scoring: Real-time metrics to gauge customer satisfaction.
  • Automated Workflows: Streamline repetitive tasks.
  • Customer Segmentation: Group customers based on behavior and needs.
  • Engagement Tracking: Monitor interactions and touchpoints.
  • Reporting and Analytics: Deep dive into data for actionable insights.

Benefits of Customer Success Software

The main benefits? Easy:

  • Reduced Churn: Keep customers from jumping ship.
  • Increased Customer Lifetime Value (CLV): More revenue from existing customers.
  • Proactive Support: Address issues before they become problems.
  • Better Customer Insights: Know your customers inside out.
  • Streamlined Operations: Save time and resources.

Who uses Customer Success Software

Who’s using this? Typically, Customer Success Managers, Account Managers, and anyone in a customer-facing role. SaaS companies, in particular, love this stuff.

Implementation of Customer Success Software

Implementing it? It can be a bit of a “journey.” You’ll need buy-in from your team, some initial setup, and training. But once it’s up and running, it’s like having an extra team member who never sleeps.

Comparing Customer Success Software

Comparing them? Gainsight is the “big dog” with robust features but can be pricey. ChurnZero is great for automation and ease of use. Custify is more budget-friendly and quick to implement. Vitally is data-driven and ideal for smaller teams. Each has its own flavor, so it depends on your needs.

Pricing: the cost of Customer Success Software

Cost? It varies. Gainsight can be on the higher end, think $1,000+ per month. ChurnZero and Custify are more mid-range, around $500-$800 per month. Vitally is usually more affordable, starting at a few hundred bucks. Always best to get a quote based on your specific needs.

Author

Joe Kevens B2B SaaS Reviews

I’m the Founder and Editor-In-Chief of B2B SaaS Reviews and the Director of Demand Generation at PartnerStack, the leading platform for partner management and affiliate marketing in B2B SaaS. My experience spans several notable B2B SaaS companies, including Influitive (Advocate Marketing), LevelJump (Sales Enablement, acquired by Salesforce), and Eloqua (Marketing Automation, acquired by Oracle). I hold a Bachelor of Commerce in Marketing Management from Toronto Metropolitan University and a Master of International Business from Queen’s University, with academic exchanges at Copenhagen Business School and Bocconi University.

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