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.
- 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

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

CSM AI
AI-powered insights and automation for proactive customer success management.
Mediafly
The AI-powered revenue enablement platform unifying marketing, sales, and customer success.

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

EverAfter
AI-powered platform for designing and automating post-sale customer journeys to drive engagement and expansion.
CSG Telecom
Transforming customer experiences, billing, and payments with innovative SaaS solutions.
Product Fruits
The AI-powered platform for creating personalized and effective product adoption experiences.

Calix Telecom
Transform communications service providers into experience providers with agentic AI and cloud solutions.
Pylon
AI-native B2B support platform to resolve customer issues faster across modern channels.
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.




