Best Customer Success Tools in 2026

AI superpower for account teams to maximize impact of every customer interaction.

4.7 /5 on G2 · 2,615 ratings, Oct 2026

UpdateAI is an AI-powered solution designed for account teams to enhance customer interactions and drive revenue growth. It automates meeting preparation and follow-up, transforming unstructured call data into actionable insights. The platform helps identify critical risk signals, uncover upsell and expansion opportunities, and ensures customer feedback reaches relevant internal teams like Product and Marketing. By providing structured call data and AI-driven workflows, UpdateAI eliminates manual busywork, allowing account managers, customer success managers, and other team members to focus on engaging with customers. It surfaces revenue growth opportunities and fosters cross-functional understanding, leading to better decision-making and a more proactive approach to customer relationship management. The tool is particularly beneficial for teams looking to improve efficiency, reduce churn risks, and leverage customer conversations for strategic business insights.

Proactively fight churn with real-time customer success

4.7 /5 across G2 and Capterra · 1,747 ratings, Sep 2026

ChurnZero is a real-time customer success platform for subscription businesses. Track customer health with product usage and engagement data. Automate communications and outreach based on customer behavior. In-app walkthroughs and announcements improve adoption. Playbooks guide CSMs through best practices. Features include reporting, integrations, and renewals management. Fight churn proactively with data-driven customer success.

Unlock customer retention, revenue, and online reviews through real-time feedback and team empowerment.

4.7 /5 across G2 and Capterra · 1,152 ratings, Sep 2026

AskNicely is a customer experience software designed to help businesses collect, analyze, and act on customer feedback in real-time. It provides tools for creating engaging, conversational surveys across multiple channels (email, SMS, in-app, in-store) to gather qualitative insights efficiently. The platform aims to streamline feedback management, making CX data accessible and actionable for all team members, from executives to frontline staff. The software focuses on driving 'earned growth' by improving customer retention and generating referrals. It offers robust analytics, including AI-powered text analysis for sentiment and theme identification, and performance leaderboards to motivate teams. AskNicely integrates with existing CRMs and other tools, enabling automated follow-ups and workflow automation to close the loop with customers faster and ensure consistent service quality across multiple locations.

Unify customer data, predict churn, and automate success

4.5 /5 across G2 and Capterra · 1,810 ratings, Sep 2026

Gainsight is the leading customer success platform for enterprise companies. Unify customer data from every touchpoint into comprehensive health scores. Automate success plans and customer journeys. Features include product experience management, community, and education platforms. Advanced analytics and AI predict churn before it happens. The platform that pioneered customer success, trusted by the world's largest companies.

Customer education LMS to boost adoption and cut support costs

4.5 /5 across G2 and Capterra · 1,517 ratings, Sep 2026

Skilljar is an external learning management system (LMS) purpose-built for customer and partner education. Companies use it to create branded training academies that accelerate onboarding, drive product adoption, and reduce support costs. It supports self-paced courses, instructor-led training, certifications with proctored exams, and monetization through subscriptions or per-course purchases, all with deep Salesforce and CRM integration to tie training outcomes to business metrics.

Onboard, engage, and grow users with no-code in-app experiences

4.6 /5 across G2 and Capterra · 1,070 ratings, Sep 2026

Userpilot is a product growth platform for onboarding, adoption, and engagement. Build in-app experiences without code. Segment users and trigger contextual guidance. Collect feedback with NPS and surveys. Analytics track feature adoption and user journeys. Grow product usage with the right message at the right time.

Proactively manage customers, ensure success in real-time, and reduce churn with a unified platform.

4.8 /5 across G2 and Capterra · 664 ratings, Sep 2026

Custify is a customer success software designed to help SaaS businesses ensure product adoption, reduce churn, and identify upsell opportunities. It centralizes all customer data from various systems, providing a 360-degree view of each client's health, engagement, and interactions. The platform automates low-touch customer success workflows, generates actionable tasks, and offers predictive insights through custom dashboards and health scores. The tool is built for customer success teams to streamline their operations, allowing them to focus more on client engagement rather than data gathering. It integrates with existing tech stacks like CRMs, revenue apps (Chargebee, Stripe, Recurly), and support tools (Intercom, Helpscout, Zendesk) without requiring engineering support. Custify aims to improve customer satisfaction throughout the lifecycle, from onboarding to renewals, and helps turn successful customers into advocates.

The unified customer platform for sales, service, and customer success to drive lifelong revenue growth.

4.5 /5 on G2 · 953 ratings, Sep 2026

Planhat is a unified customer platform designed to streamline and integrate sales, service, and customer success operations. It helps businesses acquire new customers, deliver engaging client experiences, and drive sustainable revenue growth by providing a holistic view of the customer journey. The platform aims to break down silos between departments, allowing teams to collaborate effectively and make data-driven decisions. Planhat offers specific functionalities for sales, professional services, and customer success. For sales, it helps streamline processes and close more deals. For professional services, it enables world-class service delivery, converting clients into promoters. For customer success, it focuses on driving successful customer outcomes and growing revenue. The platform leverages AI and automation to enhance efficiency, personalize customer interactions, and provide deep insights into customer health and product usage, ultimately leading to reduced churn and increased customer lifetime value. It is particularly beneficial for companies looking to scale their customer management operations, automate repetitive tasks like email communications, and gain a better understanding of their customer base through real-time data and analytics. By unifying various customer touchpoints and data, Planhat empowers teams to be more proactive, targeted, and efficient in their customer engagement strategies.

Drive customer outcomes and growth with automated success programs

4.3 /5 on G2 · 1,150 ratings, Sep 2026

Totango is an enterprise customer success platform for driving customer outcomes at scale. SuccessBLOCs provide pre-built programs for common CS workflows. Health scores based on product usage, engagement, and business outcomes. Orchestrate proactive outreach and digital engagement. Integrates with CRM, support, and product analytics. Customer success for companies serious about reducing churn and driving growth.

Customer support for B2B companies

4.3 /5 across Trustpilot, PeerSpot and G2 · 943 ratings, Sep 2026

TeamSupport is a B2B customer support software built for companies with complex products and relationships. Features ticket management, customer database, and collaboration tools.