List of the Top 25 Customer Success Software for Zapier in 2026

CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.

Sogolytics is a comprehensive experience management platform that empowers organizations to gather, analyze, and leverage data from both employees and customers to foster business expansion. Companies from various sectors utilize Sogolytics to monitor interactions across all customer and employee touchpoints. The platform's advanced reporting features provide instantaneous, actionable insights that are crucial for identifying and addressing potential issues before they escalate. SogoCX enhances all dimensions of customer experience, leading to higher conversion rates, streamlined data management, and deeper insights into customer behavior, which ultimately boosts return on investment. With SogoCX, organizations can effectively assess essential metrics such as Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES), facilitating a more refined understanding of their clientele. Meanwhile, SogoEX is specifically designed to assist organizations in gathering and utilizing data to enhance employee engagement and minimize turnover rates. This platform empowers HR teams and leadership to implement organizational improvements by facilitating real-time feedback collection and fostering a culture of engagement among employees, thus paving the way for a more motivated workforce.

LiveAgent is an all-in-one help desk and live chat solution that consolidates all your customer interactions into a unified hybrid ticketing platform, making everything easy to access and manage. It leverages a universal inbox, live chat in real time, an autonomous AI chatbot, an integrated call center, and a strong customer self-service portal. With numerous features like advanced automation rules, tags, and over 200 integrations, LiveAgent delivers powerful customer service software suitable for businesses of every size. Additionally, LiveAgent offers the fastest chat widget available today. Serving more than 150 million users globally, including brands such as BMW, Yamaha, Huawei, and Oxford University, LiveAgent is trusted worldwide. Join the hundreds of happy clients using LiveAgent to provide outstanding customer support. Try it free for 30 days—no credit card needed.

Engage with your clients through WhatsApp, Facebook Messenger, and Telegram. Re:plain offers a swift and efficient live chat solution for your website, enabling responses that are 16 times quicker. This live chat software seamlessly connects your website messages to WhatsApp, Facebook Messenger, and Telegram, ensuring immediate communication. Packed with essential features such as unlimited operator access, customizable template responses, video calls, promotional banners, and various integrations, it provides everything you need to enhance customer interaction effectively.

Venntive serves as a comprehensive CRM and Business Operating System that removes barriers and consolidates technology stacks. This platform is designed to provide a seamless experience for customers, enabling them to oversee their entire customer journey from the initial interaction through to ongoing engagement. It also offers tools to monitor the evolution of customer relationships throughout their lifecycle. Boasting all essential features for marketing automation, sales processes, and customer success, Venntive even extends its functionality to operations management. While using third-party applications is optional, it does offer integration capabilities through Zapier and provides an API for further customization. With its no-code customization feature, there’s no ongoing need for costly updates or modifications to your Venntive setup. Additionally, Venntive is highly cost-effective from the outset, ensuring that cutting costs doesn't equate to cutting staff. As a smart and efficient B2B SaaS solution, Venntive empowers businesses to initiate, scale, and effectively manage their operations without delay, fostering growth and adaptability in a competitive market. This makes it an ideal choice for companies aiming to streamline their processes and enhance productivity.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

FROGED is an omnichannel customer engagement platform that combines the Human Touch with AI to transform how businesses connect with their customers. By unifying conversations across all channels, empowering teams with centralized data, and automating routine workflows, FROGED helps companies deliver faster, smarter, and more personalized experiences. With tools like a Unified Omnichannel Inbox, AI-powered Copilot & workflows, and segmented campaigns for conversational marketing, FROGED enables organizations to increase efficiency, boost productivity, and unlock new revenue opportunities—always keeping people at the center of technology.

ReviewInc stands out as a frontrunner in the realm of Business Reputation Management Services. Its expanding clientele features prominent global chains, automotive dealers, healthcare providers, travel and leisure businesses, property management firms, retail outlets, dining establishments, legal practitioners, country club proprietors, and a variety of others. Committed to raising awareness among business owners, ReviewInc emphasizes the critical nature of customer feedback and the significance of overseeing one’s online reputation effectively. By providing essential resources and insights, the company empowers businesses to navigate the digital landscape with confidence.

Meet Userback, the premier user research platform specifically designed for small teams focused on uncovering valuable insights into user interactions and improving product development processes. Userback equips you with visually enhanced feedback tools, complete with metadata, enabling a deep understanding of user emotions and behaviors via in-app surveys that include metrics like NPS, CES, and CSAT. By utilizing detailed session replays, you can further enrich the context of the feedback received. Easily segment your users and track their activities right from the moment they log in. With the capability to target particular user segments for tailored surveys, you can achieve a holistic view of user experiences, from the initial trial phase to potential attrition. Boost your brand reputation with personalized feature portals, transparent public roadmaps, and a centralized hub for feedback that not only streamlines operations but also enhances closure rates significantly. Concerned about coding complexities? No worries! You can get started quickly with an intuitive browser extension, crafted for internal quality assurance and precise bug tracking to ensure your projects run smoothly. This allows teams to focus on what truly matters: creating exceptional user experiences.

All-in-One CRM Platform. Enhance your sales, marketing, and customer service efforts through an integrated solution. Safeguard your data and maintain consistent communication across all platforms. Benefit from Agile's modern capabilities and integrations, paired with easy implementation and exceptional customer support, all at an attractive price point. This cloud-based SaaS tool is designed to be mobile-accessible, effective, and user-friendly. Agile CRM provides a selection of pre-designed email marketing templates that elevate your business's professional image with eye-catching designs. Delve into Agile's various email marketing options, select your preferred template, create engaging content, and schedule automated campaigns seamlessly. Furthermore, you can create customized templates without any coding knowledge, allowing you to incorporate your branding for enhanced impact. By leveraging Agile's innovative features and effortless integrations, you can streamline your business processes while benefiting from straightforward setup and dependable support. With its fast and mobile-compatible interface, Agile CRM guarantees a smooth and efficient user experience, empowering your team to work effectively from anywhere. Embrace the future of customer relationship management with Agile and witness the transformation in your business operations.

Elevio serves as a comprehensive knowledge platform designed to help organizations capture, disseminate, assess, and refine their product knowledge effectively. Our platform is instrumental in fostering team growth while minimizing the burden of support inquiries. Additionally, enterprise teams can leverage our tools to streamline their knowledge management processes. By providing contextual answers to your customers or equipping your support agents with timely information, you can alleviate support demands, enhance customer satisfaction, and craft tailored knowledge experiences that align with your product offerings. Is your team implementing Knowledge Centred Service (KCS) effectively? Hub facilitates collaboration across your entire team, ensuring that all documentation remains accurate, current, and as detailed as necessary. Rooted in user feedback and data insights, this approach not only enhances user education but also empowers your organization to continuously improve its knowledge assets.

Front is a comprehensive customer service solution designed to enhance teamwork and collaboration. This robust platform empowers more than 9,000 businesses, including yours, to achieve exceptional five-star service effortlessly. By streamlining communication and integrating various tools, Front ensures that customer interactions are both efficient and effective.

Usersnap is a platform tailored for product teams to collect targeted insights about their offerings, enhance user testing processes, and streamline feedback from stakeholders. Organizations like Red Hat, Erste Bank, Lego, and Harvard University leverage Usersnap to boost their enterprise growth and operational efficiency. You should consider Usersnap if your goal is to: ✔️ Centralize all product feedback within a single platform to foster the generation of innovative ideas. ✔️ Document issues visually and automate technical data collection to speed up quality assurance and facilitate communication among various teams. ✔️ Engage users more effectively by offering a straightforward method for reporting issues and welcoming avenues for them to voice their opinions. ✔️ Empower product managers, product owners, and developers to create precise, user-focused solutions by integrating incoming feedback into their product development processes and tools. ✔️ Efficiently assess new features and gauge user satisfaction through micro surveys that achieve higher response rates, ultimately enhancing the overall user experience. Furthermore, Usersnap helps in creating a culture of continuous improvement by ensuring that user insights are actively used to refine products.

Copper is a user-friendly CRM designed specifically for small businesses looking to enhance their management of prospects and customer relationships without the burden of data entry, tedious administrative duties, or complex tools. Save valuable time by eliminating the need to manually input information. With seamless integration into Gmail and other Google Apps, Copper automatically records all your emails and interactions with the appropriate contacts. Additionally, it consolidates essential sales and relationship information—ranging from email conversations and previous engagements to task management—into a single accessible location, streamlining your workflow. This means you can focus more on building relationships and growing your business.

An All-In-One Call Center Solution CallShaper’s cloud-driven software for call centers offers a straightforward approach to call management. Inbound and outbound call center managers benefit from CallShaper's dynamic, user-friendly, and adaptable platform for optimizing their operations. The platform is tailored to help call centers lower expenses and enhance return on investment. CallShaper collaborates with businesses to boost contact rates, monitor agent performance, manage leads and sales workflows, and optimize outreach efforts. Managers can easily route calls to different parties using the intuitive drag-and-drop interactive Voice Response (IVR) editor, which considers agent availability, type, and timing. CallShaper also enables call centers to examine databases to identify leads, whether landline or mobile, as well as manage Do Not Call list entries and track call abandonment rates, aiding customers in adhering to Telephone Consumer Protection Act (TCPA) regulations. Supervisors have the capability to upload leads in bulk, while agents can rely on call scripts to effectively address and resolve customer inquiries. Furthermore, with predictive and preview dialing features, marketing agents can streamline their call processes and gain insights into lead information prior to engaging with clients, thus enhancing overall productivity and efficiency.

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.

Software designed to enhance the efficiency and organization of customer service can significantly impact your business. Service Hub enables you to elevate your customer service capabilities instantly, as it encompasses all the tools necessary to impress customers on a grand scale. By utilizing Service Hub™, you can ensure that each customer has a remarkable interaction with your brand, which in turn encourages them to share their positive experiences with others. This strategy fosters the development of a dedicated customer base that consistently supports your enterprise. It is essential to deliver structured customer service that offers thorough and effective solutions, as customers primarily seek assistance rather than being concerned with the internal workings of your company. When your teams lack connectivity, it can lead to misunderstandings and frustration for customers. Service Hub™ helps to eliminate these issues by facilitating a smooth customer journey. With the integrated Conversations inbox, you can consolidate all your communication channels, such as email, forms, live chat, and social media platforms like Facebook Messenger, into one cohesive system. This comprehensive approach not only streamlines communication but also empowers your team to respond to customer inquiries more effectively and promptly.

The hospitality sector stands out as one of the most rapidly evolving and fiercely competitive industries. As travelers become increasingly savvy with technology and more focused on pricing, establishing lasting connections with returning guests and attracting new ones has become a daunting challenge. This is precisely where hotel CRM software proves invaluable. By enhancing your sales, marketing efforts, and customer service, this solution significantly boosts customer satisfaction levels. Additionally, the CRM consolidates all inquiries from various channels, such as booking engines, travel platforms, and web forms on your own site. It develops a comprehensive profile for each guest, meticulously cataloging all interactions and visits for future reference. Furthermore, it simplifies your marketing initiatives, enabling you to design targeted, data-driven email campaigns for both business clients and individual guests. Beyond marketing, it enhances transparency in financial dealings, automating the creation and processing of invoices and quotes, which streamlines your operational workflows. Ultimately, leveraging such technology can give your hotel a competitive edge in a crowded marketplace.

Totango is an enterprise-ready customer success platform designed to support every stage of the customer journey while enabling teams to scale with confidence. It provides a unified environment that blends customer health insights, structured workflows, and automated engagement so organizations can deliver measurable outcomes at scale. With the ability to support multi-product portfolios, layered account hierarchies, and sophisticated operational models, Totango is built for businesses that continuously evolve. Real-time customer context helps teams identify risks early, uncover expansion opportunities, and drive actions that meaningfully improve retention. SuccessBLOCs—Totango’s modular playbooks—allow teams to adopt proven strategies instantly while customizing them to their unique needs. Automated workflows and digital programs help CS teams manage thousands of customers while maintaining a personalized experience. Engagement campaigns ensure customers receive timely, relevant communications that support onboarding, adoption, and renewal. Executives and operations teams benefit from clear reporting across revenue metrics, team performance, and customer behavior trends. Totango’s commitment to security, including SOC 2 compliance and advanced access controls, gives enterprises confidence in their data protection. Altogether, Totango empowers organizations to reduce churn, grow revenue, and deliver sustained customer value at scale.

Spotler CRM, which was previously known as Really Simple Systems, is a robust CRM solution tailored for expanding teams operating in the B2B sector. This platform equips your sales personnel with all the necessary tools to efficiently oversee prospects, customers, and sales processes, all while maintaining control over their strategic direction rather than being constrained by technology. Additionally, Spotler CRM features integrated email marketing tools and customer service modules, offering seamless accessibility from desktops, tablets, and smartphones. Designed for simplicity, the CRM allows for quick setup and user-friendly navigation, enabling you to train your team in just a matter of minutes, thereby allowing you to concentrate on scaling your business effectively. Furthermore, its versatility ensures that your team can engage with clients and manage tasks on-the-go, enhancing productivity and responsiveness.

Reteno is an AI messaging platform purpose-built for subscription-driven mobile apps that need to convert trial users into paying subscribers and maximize customer lifetime value. Unlike traditional marketing automation platforms, Reteno enables teams to control messaging through AI agents in Slack, Claude Cowork, and OpenAI Codex, eliminating platform switching and enabling campaign management through natural language commands.

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.

Enhance your customer service capabilities by utilizing co-browsing and live chat as consumer expectations shift and grow. Empower your support representatives with the essential resources needed to address complex customer questions instantly, allowing for easy one-touch communication that boosts conversion rates across both websites and mobile applications. Our innovative bots provide immediate answers to common inquiries, streamlining the support process. By integrating co-browsing and live chat, you can deliver faster, more personalized assistance tailored to each customer's needs. Acquire's intuitive yet powerful tools promote active customer engagement and contribute to overall organizational success. Ultimately, this strategy not only elevates customer satisfaction levels but also fosters enduring connections with your clientele, ensuring they feel valued and understood. As a result, you create a more loyal customer base that is likely to return and recommend your services to others.

ClientTether is a CRM specifically designed for franchise sytstems, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey. Our user-friendly franchise management software boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience. FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location. Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services. There's a reason ClientTether was ranked the #1 franchise technology partner in 2024 by Entrepreneur Magazine. Find out why!

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.