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Best Tools for Agencies 2026

Updated: March 2026

Professional tools for marketing, design, and creative agencies. Manage clients, projects, and deliverables at scale. We've curated 15 tools specifically suited for agencies.

Key Takeaways
  • Thena is our #1 pick for customer success for agencies in 2026.
  • We analyzed 15 customer success for agencies tools to create this ranking.
  • 3 tools offer free plans, perfect for getting started.

15 Customer Success Tools for Agencies

1
Thena logo

Thena

AI customer support for B2B teams, unifying Slack, email, and chat for faster resolutions.

Paid
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Plain logo

Plain

AI-powered support platform for B2B teams to orchestrate customer conversations across all channels.

Paid
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CSM AI logo

CSM AI

AI-powered insights and automation for proactive customer success management.

Freemium
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Velaris logo

Velaris

The intelligent platform for Customer Success and Post-Sales, powered by AI.

Paid
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Mediafly logo

Mediafly

The AI-powered revenue enablement platform unifying marketing, sales, and customer success.

Paid
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Dock logo

Dock

AI revenue enablement platform for sales and customer success, streamlining buyer and seller collaboration.

Freemium
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EverAfter logo

EverAfter

AI-powered platform for designing and automating post-sale customer journeys to drive engagement and expansion.

Paid
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Calix Telecom logo

Calix Telecom

Transform communications service providers into experience providers with agentic AI and cloud solutions.

Paid
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Pylon logo

Pylon

AI-native B2B support platform to resolve customer issues faster across modern channels.

Freemium
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Best Customer Success for Other Use Cases

Frequently Asked Questions

What is the best customer success tool for agencies?

Based on our analysis, Thena is the top choice for agencies, with a score of /100.

Are there free customer success tools for agencies?

Yes! CSM AI, Dock, Pylon offer free plans suitable for agencies.