List of the Top 22 Customer Success Software for Segment in 2025

The Ultimate Digital Adoption Solution Chameleon is an advanced no-code platform designed for product achievement, enabling SaaS teams to create self-service user onboarding experiences, enhance feature adoption, and gather valuable feedback. Product Managers, Product Marketing Managers, and Customer Success Managers can effortlessly design, oversee, and refine product interactions for their web applications without any coding skills required. Elevate user engagement with interactive product tours, enhance feature uptake through tooltips, collect user insights with surveys, and provide assistance with checklists. It's easy to start, yet offers extensive customization options. • Utilize your preferred fonts • Automatically extract styles from your application • Modify any aspect using custom CSS • Tailor individual elements with your own CSS styles • Set up and adjust templates • Save templates for seamless on-brand development With these capabilities, teams can ensure that their product resonates well with users, leading to greater satisfaction and retention.

You can effortlessly merge product screens, tooltips, and videos to effectively convert your audience into customers. By implementing a product tour, potential buyers can engage in a "try before you buy" experience. To enhance their interaction, it is crucial to understand how they engage with the product. Deliver customized demos that resonate with the specific personas or industries of your prospects. Empower your champion within the organization to secure buy-in from their team, leading to quicker deal closures than ever before. To facilitate a swift onboarding process for customers, compile a comprehensive library of interactive product demonstrations. As a result, you will notice a daily rise in customer satisfaction. Furthermore, you have the flexibility to modify text, images, copyright information, and other elements within the product, including the addition of your own custom HTML. Our sophisticated widgets enable you to emphasize key product features and develop multiple user flows. Prospective clients will gain insight into how the product can cater to their needs. Additionally, you can tailor the experience based on role, company, and geographical location. Lastly, monitor your prospects' behavior by tracking their clicks and the amount of time spent on particular pages, which will provide valuable insights into their interests. This data will help you refine your approach even further.

Effortlessly create and implement any customer journey at scale with a leading all-in-one Customer Operating System that is tailored to boost customer success. You have the option to select from pre-defined journeys or modify them according to your specific requirements, taking advantage of readily available best practice templates for various initiatives. Rather than building from scratch, you can safely consolidate all customer data to gain a holistic understanding of each individual. The platform is easy to manage and maintain, enabling you to handle every aspect from a single interface. Designing, executing, and evaluating your most important customer interactions has never been simpler or more efficient. By streamlining workflows across your organization, you can enhance your digital engagement with personalized communications tailored to each user. With its adaptable and modular design, this solution equips you with everything needed to swiftly launch, monitor, optimize, and scale your initiatives, all while ensuring a seamless experience for both your team and customers. Moreover, this cutting-edge solution empowers businesses to remain agile and succeed in an ever-evolving market landscape, making it an essential tool for growth.

Userpilot is a versatile platform tailored for teams in Product, UX, Marketing, and Customer Success. It effectively combines elements of Product Analytics, In-app Engagement, and In-app Surveys to enhance product adoption through meaningful in-app experiences, insightful data, and essential user feedback. This platform allows teams to effortlessly design user onboarding pathways, disseminate product updates, improve user experience and product utilization, provide self-service support, and collect in-app feedback, all without requiring any coding skills. Moreover, Userpilot is equipped with sophisticated Product Analytics features such as funnels, trends, user paths, and cohort analysis, which support informed, data-centric decision-making. With its Custom Dashboards, users can easily craft tailored analytics views by dragging and dropping their favorite reports or selecting from available templates. In addition, the platform offers functionalities like event autocapture and session replay, providing a more profound understanding of user interactions. Furthermore, Userpilot supports integration with a variety of third-party applications, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, ensuring a smooth connection with your existing technology ecosystem. With such a wide range of functionalities, Userpilot stands out as an essential tool for optimizing user engagement and maximizing product value.

Tailored Customer Communication Based on User Behavior: Perfect for Your SaaS Solution. Successfully onboard and engage your users with tailored campaigns that are responsive to their actions. Choose the best communication method—be it email or in-app notifications—to deliver vital information at key moments. Simplify your onboarding experience through automated campaigns designed around user activities, ensuring timely and relevant content delivery. Activate email marketing automatically based on user engagement (or lack thereof) within your platform. Identify the most effective communication channel for each message by utilizing either email or in-app alerts. Categorize your users by their behavior patterns for more personalized engagement. Send targeted announcements or highlight new features through one-time communications. Take advantage of ready-made campaign templates, so you don’t have to start from scratch every time. Effortlessly track user profiles via an intuitive admin dashboard, applying filters or delving into individual profiles to view their interactions and attributes. This strategy not only improves the overall user experience but also cultivates stronger connections with your product, leading to increased user retention and satisfaction. By understanding and addressing user behaviors, your SaaS platform can continuously evolve to meet their needs.

Salesmachine is an innovative platform that facilitates real-time customer scoring, allowing businesses to monitor the health and engagement levels of their clientele, which in turn opens up new opportunities for sales expansion. This solution empowers sales teams with detailed insights about customers who might need support during the onboarding phase, those with a strong likelihood of conversion, prospects who may be interested in upselling, and clients who are at risk of not renewing their contracts. Moreover, the platform sends timely alerts to teams about changes in customer health and usage trends, enabling them to swiftly meet their customers' needs. By leveraging Salesmachine, organizations can significantly improve their customer relationships, which leads to increased retention rates and overall business success. With the ability to adapt strategies based on real-time data, businesses can foster more meaningful connections with their clients.

Success4 equips you with the essential tools needed to handle the challenging tasks, allowing you to concentrate on enhancing your customer success strategy effectively. Additionally, this enables you to allocate more time toward refining your approach and achieving your business goals.

Custify serves as a platform tailored for customer success in B2B SaaS enterprises. It empowers users to effectively address customer requirements, minimize churn rates, and enhance customer lifetime value. Beyond offering insights into in-product usage, the platform integrates data from various sources such as CRM, support, billing, and other systems to provide a comprehensive view. Users can access a dashboard that showcases key performance indicators alongside client interactions. Furthermore, Custify identifies clients who may encounter difficulties during the onboarding process, those whose trial periods are nearing completion, and those showing a decline in usage. This proactive approach enables customer success managers to engage with clients before issues arise. Additionally, the platform features a robust automation engine designed to facilitate low-touch workflows, streamlining customer interactions and improving overall efficiency. By leveraging these capabilities, businesses can foster stronger relationships with their clients.

Churn360 is a customer success platform powered by AI that aids SaaS companies in minimizing churn and enhancing customer lifetime value. By consolidating customer information from various SaaS tools, including CRM, Helpdesk, and Billing software, Churn360 presents all this data in a single, user-friendly dashboard tailored for customer success managers. This comprehensive view allows them to effectively understand customer interactions. The platform includes functionalities like playbook automation, customer mapping and tracking, surveys, and streamlined customer onboarding processes. These features are designed to assist clients in diverse scenarios, ultimately fostering increased customer retention and lowering churn rates. With its robust capabilities, Churn360 not only supports businesses but also empowers them to build stronger relationships with their customers.

Boost your income and strengthen customer loyalty through the use of autonomous AI agents that engage with users at every stage of their experience. These agents can drive your growth by facilitating smooth onboarding, activation, and retention processes, while also sending personalized, high-conversion emails to your audience. By implementing this innovative strategy, you can free yourself from complex workflows and dedicate more time to enhancing your product. Just relay your primary focus to Waitlyst, and it will handle the rest. It's crucial to remain vigilant in observing growth trends and predicting changes in user behavior. Our no-setup reports equip you with vital insights for informed, data-driven growth strategies. Waitlyst consolidates all your company's customer information and activities into one unified platform, effectively eliminating data silos and providing essential insights that are key to increasing revenue and customer retention. With this all-encompassing solution, you can effortlessly monitor performance metrics and decode customer patterns, ensuring that your strategies remain in tune with the evolving market landscape. This proactive approach not only enhances your operational efficiency but also empowers you to adapt swiftly to emerging challenges and opportunities.

Harness a variety of indicators, including product performance, user behavior, and customer relationship management metrics, to refine your sales, customer success, and marketing initiatives, which will not only broaden your sales pipelines but also boost net dollar retention rates. Our users have reported substantial increases in revenue due to these enhancements. By examining and drawing insights from billions of data points from a diverse range of businesses and users worldwide, our platform is designed to enable teams to expand their customer base, elevate retention rates, and increase the conversion of new signups. Receive alerts when there is a potential for expansion and pinpoint opportunities by scrutinizing factors such as department, job title, and engagement level. Swiftly convert customers demonstrating strong purchasing intent while also extending support to those who might be experiencing hurdles. Uncover the motivations that lead to customer conversions and identify specific factors that may dissuade others from purchasing. Upollo processes your data in real-time, offering actionable insights within minutes, thus empowering your teams to significantly enhance metrics like Net Dollar Retention, Annual Recurring Revenue, and Lifetime Value. In essence, our solution not only simplifies your operational processes but also ensures that you seize every available growth opportunity, thereby driving comprehensive business success. Moreover, by continuously adapting to market changes, your strategies remain relevant and effective in achieving long-term objectives.

Empower your Customer Success team to provide remarkable customer experiences by leveraging cutting-edge analytics, automation, and comprehensive project management solutions. You won't have to compromise on functionality when it comes to simplicity; seamlessly onboard your team using pre-built integrations and project templates designed for immediate use. Following that, create personalized customer experiences through scalable customization and advanced automation capabilities. Vitally integrates customer data from across your entire technology landscape, enabling you to identify trends proactively and utilize insights for an exceptional customer journey. Picture having all relevant information—CRM data, product analytics, support requests, emails, NPS scores, and revenue metrics—consolidated within a single platform, which significantly boosts efficiency and enhances decision-making processes. This comprehensive perspective equips teams to react promptly and effectively to the evolving needs of customers, fostering stronger relationships and driving long-term loyalty.

Freshsuccess stands out as a revolutionary platform in the realm of customer success, specifically crafted to assist software and subscription firms in minimizing churn, boosting expansion initiatives, and fostering deeper customer connections. The platform grants users insightful visibility into customer accounts, enabling swift evaluations of account conditions, support requests, billing details, communications, and user engagement statistics. By pinpointing potential risks and opportunities, businesses can proactively address issues that could lead to churn while also discovering potential advocates or growth pathways. Freshsuccess not only standardizes workflows but also optimizes task automation and enforces best practices for Customer Success teams, promoting both efficiency and uniformity. Users can easily access vital performance indicators, including churn rates, expansion figures, product adoption rates, and overall customer health assessments. Renowned among top B2B software and subscription businesses, Freshsuccess employs customer health scores to represent the traits and actions of content customers. This analytical strategy empowers Customer Success professionals to discern risks and opportunities without depending solely on intuition, leading to improved decision-making and heightened customer satisfaction. Additionally, the platform's commitment to continuous improvement means that it evolves alongside its users, ensuring that companies stay ahead of market trends and customer expectations.

Harness product usage analytics to pinpoint your top self-serve signups, allowing you to develop a deeper insight into your customer base and the connections you foster. Engage with customers at critical times to improve your conversion metrics significantly. Strengthen your product-led go-to-market approach by merging insights and actions into one unified platform. Focus on cultivating relationships with customers who exhibit the highest growth potential. Utilize insights from both product usage and customer interactions to determine which sign-ups are most likely to convert. Evaluate how customers engage with your offerings alongside their interactions with your support team. Remove the ambiguity of partial customer profiles to attain a clearer view. Actively reach out to customers during key milestones to enhance their likelihood of conversion. Get real-time alerts when users meet specific goals or take important actions. Streamline your workflows using Calixa to perform tasks effortlessly, whether it's initiating a sequence, generating an opportunity, or prolonging a trial—all from a single interface. Eliminate the hassle of toggling between various tabs. Start experiencing these benefits within mere minutes instead of enduring lengthy delays. With just a few clicks, you can unify all your data within Calixa, and we will take care of the rest for you, ensuring a seamless journey. This efficient method not only improves customer progress tracking but also boosts overall engagement, creating a more cohesive experience for both you and your customers.

Numerous customer success platforms are typically tailored for sales teams or tend to be excessively complicated. Startdeliver streamlines the customer success process, enabling users to easily monitor customer health, manage projects, and automate workflows without the burden of unnecessary complexity. The platform offers valuable insights into customer well-being through metrics like usage data, feedback, and unresolved support tickets. Moreover, generating performance reports for your team and sharing them with management is a straightforward task. While several organizations may leave customer interactions to chance, Startdeliver empowers you to proactively manage and direct the customer journey. As the experience progresses, you can efficiently track all users and involved stakeholders. The platform also supports a proactive retention strategy, allowing you to analyze data and derive actionable insights while overseeing every customer interaction. By carefully designing customer journeys, you can help ensure that your clients meet their goals and expectations. Additionally, you can improve your customer interactions with Automation IQ, creating even more efficient processes. Start delivering value right away with extensive documentation, useful tutorials, and a complimentary sandbox workspace for feature exploration. This comprehensive approach not only boosts customer satisfaction but also cultivates lasting loyalty and deeper engagement over time. As your customer relationships grow stronger, you can consistently refine your strategies to enhance their overall experience even further.

Scuba facilitates widespread self-service analytics, accommodating a diverse range of professionals, including product managers, business unit leaders, chief experience officers, data scientists, business analysts, and IT staff, all of whom can easily access their data to derive meaningful insights. With Interana, you can deepen your understanding of customer interactions, system efficiency, and application usage, going beyond conventional dashboards and static reports. This innovative analytics tool allows you and your team to explore data dynamically in real-time, shedding light on not only current business activities but also the reasons behind them. Scuba ensures immediate access to data, enabling you to ask questions as they arise without any delays. Tailored for everyday business users, Scuba removes the barriers of coding or SQL expertise, making data exploration universally accessible. As a result, organizations can make prompt and informed decisions grounded in real-time insights, rather than relying on obsolete data. Ultimately, this empowers teams to adapt swiftly to changes in the business landscape, enhancing overall agility and responsiveness.

Empower your teams to tackle customer attrition and explore growth opportunities by providing them with actionable insights. Make informed decisions promptly, regardless of the geographical locations of your customers. With customized solutions for every stage of the customer journey—spanning digital touchpoints, customer support, onsite interactions, and account management—you have the essential tools to amplify the success of your customer experience (CX) efforts across your organization. Connect with customers in their preferred environments and capture real-time feedback during key interactions. By consolidating various channels and data sources into a unified platform, you'll achieve a comprehensive view of customer feelings and experiences. The Reptrics survey tool allows you to collect valuable insights regarding customer opinions and satisfaction through commonly utilized survey techniques. Furthermore, Reptrics automatically channels recommended actions to the appropriate teams within their established tools, enabling swift enhancements in customer satisfaction and loyalty. This cohesive strategy not only improves customer retention rates but also cultivates a mindset of ongoing enhancement, ultimately benefiting your organization as a whole. As you implement these tools, you'll likely witness significant shifts in customer engagement and long-term loyalty.

Skalin provides B2B SaaS companies with the tools they need to optimize customer onboarding, engagement, and growth through an all-encompassing 360° view that leverages AI-based Health Scores and advanced automation functionalities. By integrating fluidly with the tools you already utilize, such as your SaaS platform, CRM, and collaborative workspaces, Skalin effortlessly gathers customer data, enabling rapid assessments of customer health, tracking of product usage, monitoring of email interactions, management of support requests, review of meetings, and evaluation of revenue in a centralized location. Our intelligent algorithms continuously analyze customer data, autonomously detecting potential risks without requiring any manual effort, which transforms your approach to customer management. Departing from the outdated "if-then" logic present in prior systems, our integrated AI begins its work immediately, needing no setup time whatsoever. This allows for easy identification of customers who may require assistance, thereby minimizing the time spent in uncertainty and maximizing customer support availability. With a range of customizable templates, workflows can be tailored to your specific needs, preventing duplicated efforts among team members and ensuring that essential tasks are handled promptly and effectively. This organized methodology not only boosts operational efficiency but also greatly enhances overall customer satisfaction and retention rates, making it a vital asset for any growing business. In this way, Skalin stands out as a transformative solution for companies aiming to elevate their customer experience.

Gather all customer data from different technological platforms to achieve a complete perspective on important metrics for each client, including risk factors, likelihood of churn, and user behavior patterns. By merging your information, you can create an all-encompassing view of your customers' health and the trends that are developing. Utilize the insights from Churned to implement a proactive approach to reducing churn, clearly outlining the actions needed to keep your customers engaged. Take advantage of AI-generated health scores to identify crucial elements that lead to churn and formulate the most effective responses. Receive timely alerts when a customer is at risk or when fresh opportunities arise, ensuring that you are always one step ahead. The results are presented in an easily understandable format, specifically designed for various customer segments, which allows for precise engagement strategies. It is essential to be ready to engage with customers who exhibit signs of declining health and to capitalize on growth opportunities with your most important clients. Strengthen your business growth with Churned’s automated suggestions for the next optimal product and customized communication methods for every customer. This thorough strategy not only supports customer retention efforts but also enhances potential revenue growth across your entire client base, ensuring that you are equipped for long-term success. By adopting this comprehensive approach, you can transform customer interactions into opportunities for sustained relationships and increased profitability.

Cust is a groundbreaking platform designed to harness artificial intelligence, greatly enhancing the efficiency and effectiveness of Customer Success Managers (CSMs) by simplifying various tasks and enabling customized interactions with clients. Leveraging AI agents, the platform performs customer research, recommends the best next actions, executes those steps effortlessly, extracts insights from discussions, updates contact information, and automates data entry tasks. This innovative approach empowers CSMs to provide personalized experiences to a wider array of clients, including smaller accounts that often receive less attention. In contrast to traditional email automation methods that typically yield poor engagement—where generic bulk emails see response rates below 1% and struggle to manage replies—Cust promotes tailored, direct conversations that achieve impressive response rates of around 30% while seamlessly managing incoming replies. By effectively connecting clients with CSMs, Cust not only enhances customer interactions but also fosters deeper, more meaningful relationships that can drive long-term loyalty and satisfaction. This transformative capability positions Cust as a vital tool for businesses looking to elevate their customer success strategies.

Planhat serves as an intuitive Customer Success Platform that simplifies the journey of managing customer relationships. Its elegant design and user-friendly interface empower businesses to lower churn rates, enhance upselling opportunities, boost user engagement, and ultimately increase the lifetime value of their customers. Catering to a diverse audience, from Customer Success representatives to executives, Planhat encompasses all the essential functionalities typically found in contemporary Customer Success tools. What sets it apart is not only its ease of use but also the straightforward implementation process that allows teams to start benefiting immediately. This combination of accessibility and robust features makes Planhat a standout choice for organizations aiming to elevate their customer success strategies.

ChurnZero is a dynamic platform designed to enhance customer success for subscription-based companies by addressing the issue of customer churn. Through its innovative software solutions, businesses gain insights into customer interactions with their products, enabling them to evaluate customer satisfaction and engagement levels effectively. This understanding fosters improved product adoption, ultimately leading to higher renewal rates. Additionally, companies can tailor their customer experiences by offering timely and pertinent communication, ensuring that they meet the unique needs of each customer while strengthening relationships over time. By leveraging these tools, businesses can create a more proactive approach to customer success.