100 Best Apps for Customer Success Managers
Customer success teams often work across customer data, support conversations, product usage, and internal projects. This list highlights tools that can help solo founders and small teams build a practical customer success stack.
Gainsight
Gainsight provides customer success management tools for health scoring, playbooks, renewals, and account reporting. It helps teams consolidate fragmented customer signals into structured workflows for proactive account management.
ChurnZero
ChurnZero tracks customer behavior and supports success workflows, health scores, alerts, and renewal management. It helps managers identify engagement changes before inactive accounts become unexpected churn risks.
Totango
Totango offers customer success tools for segmenting accounts, monitoring health, and coordinating success programs. It helps small teams organize different customer journeys without relying on separate spreadsheets and reminders.
Planhat
Planhat centralizes customer data, product usage, communications, health metrics, and revenue-related account workflows. It helps teams see account context in one place when preparing outreach and renewal conversations.
Vitally
Vitally combines customer success data with playbooks, health scores, notes, and team collaboration tools. It helps customer managers reduce manual account research by bringing operational information into shared views.
Catalyst
Catalyst is a customer success platform for account management, customer data, playbooks, and reporting. It helps teams standardize customer processes when account work varies across individual success managers.
ClientSuccess
ClientSuccess supports customer success teams with account tracking, health scoring, tasks, and renewal visibility. It helps teams avoid missed follow-ups by connecting account milestones with assigned customer success tasks.
Zendesk
Zendesk provides customer service software for managing support tickets, help centers, messaging, and reporting. It helps success managers understand unresolved support issues that may affect customer satisfaction and retention.
Intercom
Intercom provides customer messaging, support inboxes, help center tools, and in-product communication capabilities. It helps teams answer customer questions and send targeted guidance without switching between disconnected channels.
HubSpot
HubSpot offers CRM, service, sales, and marketing tools for managing customer relationships and activity. It helps teams maintain shared customer records when sales, support, and success interactions overlap.
Salesforce
Salesforce is a CRM platform for storing customer records, tracking opportunities, and managing service processes. It helps customer success teams access account history when customer information spans multiple business functions.
Pendo
Pendo analyzes product usage and helps teams create in-app guides, feedback requests, and surveys. It helps managers spot underused features and guide customers toward more valuable product adoption.
Mixpanel
Mixpanel provides product analytics for analyzing user events, funnels, retention, and customer behavior. It helps success teams investigate where users abandon workflows instead of relying on anecdotal feedback.
Amplitude
Amplitude provides product analytics tools for examining user behavior, cohorts, journeys, and retention patterns. It helps teams connect customer conversations to observable product behavior across account segments.
FullStory
FullStory captures digital experience data, including session replay and behavioral insights across web interactions. It helps managers investigate confusing customer experiences by reviewing the steps users took in product.
Userpilot
Userpilot helps teams build in-app onboarding experiences, feature prompts, surveys, and user segmentation. It helps customer success teams deliver contextual product education without scheduling every onboarding explanation.
Appcues
Appcues enables teams to create in-product flows, checklists, announcements, and user feedback experiences. It helps teams encourage feature discovery when customers overlook important functionality after initial onboarding.
Loom
Loom lets teams record and share asynchronous video messages with screen recording and narration. It helps managers explain configurations or product workflows clearly without arranging another live meeting.
Calendly
Calendly automates scheduling by letting customers choose available meeting times through booking links. It helps success managers eliminate back-and-forth emails when scheduling onboarding, reviews, or renewal calls.
Notion
Notion provides connected documents, databases, wikis, and project pages for organizing team knowledge. It helps customer success teams maintain accessible account plans and playbooks instead of scattered documents.
Slack
Slack is a business messaging platform with channels, direct messages, integrations, and searchable conversation history. It helps customer teams coordinate urgent account questions quickly across support, product, and sales colleagues.
Asana
Asana is a work management platform for assigning tasks, tracking projects, and coordinating recurring processes. It helps teams manage onboarding deliverables and customer commitments with visible ownership and due dates.
Jira
Jira helps software teams plan, track, and manage development work through issues and project boards. It helps customer success managers relay product issues to engineering with traceable status and context.
SurveyMonkey
SurveyMonkey is an online survey platform for creating questionnaires, collecting responses, and analyzing feedback. It helps teams gather structured customer sentiment rather than relying solely on informal conversation notes.
Typeform
Typeform creates interactive online forms and surveys for collecting customer feedback and qualification information. It helps managers request feedback through conversational forms that can feel less cumbersome for respondents.
Help Scout
Help Scout centralizes customer email, live chat, and self-service documentation in a shared support workspace. It helps teams avoid fragmented inboxes by assigning conversations and preserving customer context.
Freshdesk
Freshdesk provides multichannel customer support ticketing, automation, knowledge bases, and reporting tools. It helps customer success teams manage growing support volumes without losing track of unresolved requests.
Front
Front combines shared inboxes, customer communications, collaboration, and workflow automation across email and messaging channels. It helps teams coordinate customer replies without forwarding emails or creating duplicate responses.
Kustomer
Kustomer offers a customer service platform that organizes conversations around unified customer timelines. It helps agents understand prior interactions when customers contact support through different channels.
Zoho Desk
Zoho Desk is help desk software for managing tickets, knowledge bases, service agreements, and reports. It helps small teams standardize support operations when requests arrive through multiple channels.
Gorgias
Gorgias centralizes ecommerce customer support across email, chat, social channels, and order data. It helps ecommerce teams answer order-related questions without switching between support and store systems.
Guru
Guru is a knowledge management platform that captures, verifies, and shares internal company information. It helps customer-facing teams find reliable answers instead of searching scattered documents and messages.
Confluence
Confluence provides collaborative pages and spaces for documenting processes, projects, and shared team knowledge. It helps teams keep customer playbooks and account information accessible beyond individual employees' memories.
Coda
Coda combines documents, tables, automations, and integrations for building customized operational workflows. It helps customer success managers replace disconnected spreadsheets with flexible, collaborative account trackers.
Airtable
Airtable is a relational database platform for organizing records, workflows, views, and lightweight automations. It helps teams track customer programs and renewals with more structure than standard spreadsheets.
monday.com
monday.com is a work management platform for planning projects, assigning tasks, and tracking progress. It helps customer success teams make onboarding responsibilities and deadlines visible across departments.
ClickUp
ClickUp provides task management, documents, goals, dashboards, and collaboration features in one workspace. It helps teams reduce tool switching while coordinating customer deliverables and internal follow-up work.
Miro
Miro is an online visual collaboration platform for diagrams, workshops, journey maps, and planning boards. It helps teams map customer journeys collaboratively when complex processes are difficult to explain verbally.
FigJam
FigJam is a collaborative whiteboard for brainstorming, diagramming, workshops, and visual planning sessions. It helps customer success teams gather cross-functional ideas during account planning and retrospectives.
Google Workspace
Google Workspace includes Gmail, Drive, Docs, Sheets, Slides, Meet, and collaborative productivity tools. It helps small teams create and share customer materials without maintaining separate office software systems.
Microsoft Teams
Microsoft Teams provides workplace chat, video meetings, calling, file collaboration, and shared channels. It helps distributed teams discuss customer issues quickly while keeping related conversations in one place.
Fathom
Fathom records, transcribes, and summarizes online meetings, helping teams review customer conversations afterward. It helps managers capture meeting details when manual note-taking distracts from customer discussions.
Grain
Grain records meetings and lets teams create, share, and search video highlights and transcripts. It helps teams distribute customer feedback from calls without requiring everyone to attend meetings.
Gong
Gong analyzes recorded customer interactions to provide conversation intelligence for revenue and customer-facing teams. It helps leaders identify recurring customer themes by reviewing conversation patterns at scale.
Chorus by ZoomInfo
Chorus by ZoomInfo records and analyzes sales and customer conversations for coaching and account insights. It helps customer teams revisit critical account discussions instead of relying on incomplete call notes.
Dovetail
Dovetail organizes customer research data, interview transcripts, highlights, tags, and insights in one repository. It helps teams turn scattered qualitative feedback into evidence that can inform customer decisions.
Hotjar
Hotjar provides website heatmaps, session recordings, feedback widgets, and user behavior analysis tools. It helps teams investigate confusing product or web experiences when analytics alone lacks context.
Qualtrics
Qualtrics is an experience management platform for collecting and analyzing customer, employee, and market feedback. It helps organizations run structured feedback programs when survey data requires broader analysis and governance.
Delighted
Delighted collects customer feedback through surveys, including NPS, CSAT, CES, and open-ended responses. It helps teams measure sentiment consistently instead of gathering feedback only through occasional conversations.
AskNicely
AskNicely collects customer feedback and supports workflows for acting on survey responses across teams. It helps customer teams close feedback loops by routing responses to employees who can follow up.
Custify
Custify centralizes customer health scores, usage data, and renewal workflows for subscription businesses. It helps managers spot disengaged accounts early instead of manually reconciling customer signals across systems.
UserIQ
UserIQ aggregates product usage, relationship activity, and account data into customer success management workflows. It helps teams identify adoption gaps by organizing account signals in one customer-focused workspace.
SmartKarrot
SmartKarrot provides customer health monitoring, journey management, playbooks, and account engagement tools. It helps customer success teams standardize proactive outreach when accounts show declining engagement or risk.
EverAfter
EverAfter creates personalized customer portals for onboarding, success plans, resources, and stakeholder collaboration. It helps teams replace scattered onboarding materials with a shared destination tailored to each customer.
Stonly
Stonly lets teams build interactive guides, decision trees, and knowledge-base content without coding. It helps customers resolve common questions independently through contextual, step-by-step self-service guidance.
UserGuiding
UserGuiding creates no-code product tours, checklists, tooltips, and in-app knowledge centers. It helps success managers improve feature adoption without relying on engineering for every onboarding update.
Chameleon
Chameleon provides tools for building in-product tours, banners, surveys, and user onboarding experiences. It helps teams deliver targeted product guidance when users need help discovering relevant features.
WalkMe
WalkMe is a digital adoption platform that delivers on-screen guidance and workflow automation. It helps reduce user confusion in complex software by guiding people through tasks in context.
Whatfix
Whatfix delivers contextual in-app guidance, self-help content, and digital adoption analytics across software. It helps customer teams support users inside applications rather than explaining workflows repeatedly through tickets.
Guideflow
Guideflow enables teams to create interactive product demos and guided walkthroughs for software experiences. It helps prospects and customers explore product workflows without scheduling a live demonstration.
Dock
Dock creates digital client portals containing mutual action plans, documents, resources, and stakeholder updates. It helps customer teams keep shared deliverables organized instead of managing fragmented emails and attachments.
Arrows
Arrows builds collaborative onboarding plans with shared tasks, timelines, and automated customer reminders. It helps teams maintain onboarding momentum when customers delay tasks or lose track of ownership.
Rocketlane
Rocketlane manages client onboarding projects with templates, collaboration, resource planning, and financial tracking. It helps professional services and success teams coordinate complex implementations across internal and customer stakeholders.
GuideCX
GuideCX coordinates customer onboarding through shared project plans, tasks, automation, and progress visibility. It helps onboarding managers reduce status-chasing by giving customers clear responsibilities and timeline visibility.
Zapier
Zapier connects thousands of applications and automates workflows using triggers, actions, and data transfers. It helps success teams eliminate repetitive manual updates between customer systems that do not natively connect.
Make
Make is a visual automation platform for connecting applications and building multi-step business workflows. It helps teams automate complex customer operations without manually moving information among disconnected tools.
Klaviyo
Klaviyo helps businesses send personalized email and SMS campaigns using customer data and behavioral events. It helps teams deliver timely lifecycle communications instead of sending generic messages to every customer.
Customer.io
Customer.io automates personalized messages across channels based on customer data and behavioral events. It helps success teams trigger relevant outreach when customers complete, abandon, or revisit important actions.
Braze
Braze supports cross-channel customer engagement through messaging, personalization, journey orchestration, and campaign analytics. It helps teams coordinate consistent communications across channels instead of managing separate outreach programs.
Mailchimp
Mailchimp provides email marketing, audience management, automation, and campaign reporting for businesses. It helps small teams maintain regular customer communications without building email campaigns from scratch.
ActiveCampaign
ActiveCampaign combines email automation, customer relationship management, segmentation, and personalized messaging tools. It helps teams tailor follow-ups using customer activity instead of relying on generic mailing lists.
Twilio SendGrid
Twilio SendGrid provides infrastructure for sending transactional and marketing emails with delivery management tools. It helps teams reliably send product notifications and lifecycle emails without maintaining email delivery infrastructure.
Twilio
Twilio provides APIs for adding messaging, voice, email, and verification capabilities to customer communications. It helps product teams build communication workflows without developing global messaging infrastructure from the ground up.
Wistia
Wistia hosts business videos and provides customization, lead capture, and viewer engagement analytics. It helps teams understand whether customers watch educational videos rather than guessing which content resonates.
Vidyard
Vidyard enables teams to record, share, host, and analyze personalized business video messages. It helps customer managers explain nuanced updates clearly when text-based communication feels impersonal or unclear.
Heap
Heap automatically captures digital product interactions and helps teams analyze user behavior without extensive event tracking. It reduces missing analytics data by recording interactions that teams may not have instrumented beforehand.
PostHog
PostHog provides product analytics, session replay, feature flags, and experimentation tools for digital products. It helps customer teams investigate adoption issues by connecting behavioral data with specific user sessions.
Google Analytics
Google Analytics measures website traffic, acquisition sources, visitor behavior, and conversion activity across web properties. It helps teams understand how customers reach help content when traffic sources are otherwise unclear.
Looker Studio
Looker Studio creates shareable dashboards by connecting data from Google products and other supported sources. It reduces manual reporting work by presenting customer metrics in reusable visual dashboards.
Tableau
Tableau analyzes data and builds interactive visualizations, dashboards, and reports from many data sources. It helps teams spot customer trends hidden within complex spreadsheets and disconnected business systems.
Metabase
Metabase lets teams query databases and create dashboards through a visual analytics interface. It gives nontechnical customer teams faster access to operational data without writing complex queries.
Microsoft Power BI
Microsoft Power BI connects data sources and produces interactive reports and business intelligence dashboards. It helps organizations consolidate customer metrics when reporting data lives across multiple Microsoft-connected systems.
Segment
Segment collects customer data and routes it to analytics, marketing, and support tools. It reduces inconsistent customer records by standardizing event data before sending it to downstream platforms.
mParticle
mParticle is a customer data platform that collects, manages, and activates customer data across tools. It helps teams coordinate customer data when identity and event information are fragmented across systems.
Hightouch
Hightouch syncs data from warehouses into business tools through reverse ETL workflows. It helps customer teams use current warehouse data without waiting for manual exports or engineering requests.
Census
Census syncs warehouse data into operational applications, supporting reverse ETL and customer data activation. It reduces stale account information by keeping customer-facing tools aligned with warehouse data.
Skilljar
Skilljar provides customer education software for creating, delivering, and measuring training programs. It helps scale onboarding by giving customers structured learning instead of relying solely on live sessions.
Thought Industries
Thought Industries provides learning management software for customer, partner, and professional training programs. It helps teams deliver repeatable education when growing customer audiences need consistent product training.
Docebo
Docebo is a learning management system for creating, managing, and delivering online learning experiences. It reduces training administration by centralizing courses, learners, and learning progress in one system.
LearnUpon
LearnUpon is a learning management system that supports customer training, courses, and learner reporting. It helps customer success teams track training completion when onboarding involves many customer stakeholders.
Gladly
Gladly provides customer service software that organizes conversations around people across communication channels. It helps agents retain context when one customer contacts support through several different channels.
Hiver
Hiver turns Gmail into a shared inbox for managing customer emails, assignments, and collaboration. It prevents ownership confusion by assigning customer emails and tracking responses within shared Gmail inboxes.
Kayako
Kayako provides customer service software with ticketing, live chat, and customer conversation management. It helps support teams organize incoming requests when customer issues arrive through multiple communication channels.
LiveAgent
LiveAgent combines help desk ticketing, live chat, call center, and social support tools. It reduces channel switching by bringing customer service requests into a unified agent workspace.
Olark
Olark provides live chat software for websites, enabling real-time conversations with visitors and customers. It helps teams answer pre-sale and support questions before website visitors leave without assistance.
Pipedrive
Pipedrive is a sales CRM for managing contacts, deals, activities, and pipeline stages. It helps customer-facing teams maintain visibility into account history when handoffs follow a sales process.
Copper
Copper is a CRM designed to manage contacts, opportunities, and relationships alongside Google Workspace. It reduces duplicate data entry for teams that already manage customer communication through Google tools.
Attio
Attio is a customer relationship management platform for organizing records, workflows, and relationship data. It helps teams create flexible account records when standard CRM fields do not fit their process.
Statuspage
Statuspage publishes service status updates and incident communications for customers and internal stakeholders. It reduces repetitive outage inquiries by giving customers a central place for timely service updates.
n8n
n8n is a workflow automation platform that connects applications, APIs, and data through customizable workflows. It helps small teams eliminate repetitive customer operations tasks by automating cross-tool processes.
The right mix depends on your customer journey, existing systems, and team capacity. Start with the workflows that most directly improve visibility, responsiveness, and product adoption.