Best Customer Success Software in the USA
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Compare the Top Customer Success Software in the USA as of October 2025
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What is Customer Success Software in the USA?
Customer success software helps businesses proactively manage customer relationships to ensure clients achieve value from their products or services. It provides tools to track customer health metrics, such as usage and engagement, allowing teams to identify potential issues early and offer timely support. With automated check-ins, segmentation, and personalized outreach features, the software enables customer success teams to foster stronger client relationships. By integrating with CRM and analytics platforms, it provides a complete view of the customer journey, helping to reduce churn and increase retention. Customer success software ultimately enhances customer satisfaction, loyalty, and lifetime value. Compare and read user reviews of the best Customer Success software in the USA currently available using the table below. This list is updated regularly.
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1
CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!">
Starting Price: $15/month -
2
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.">
Starting Price: Free -
3
CallShaper
CallShaper
CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.Starting Price: $75 per month -
4
Smaply
Smaply
Smaply – the cutting-edge software for journey mapping with increased flexibility, customizability, and Journey Management functionalities. Besides personas as the basis to build customer or user journey maps, Smaply also comes with state-of-the-art journey management functionalities. Build your maps in a flexible and intuitive editor, that makes it easy to cluster steps in stages, expand cards over multiple columns, add text, image, emotions and KPIs to a map, as well as opportunities, pain points and solutions. These are then reflected in the portfolio graph, which helps to keep an overview and prioritize. Metrics and KPIs are visualized besides pain points and opportunities. This support you in making informed decisions. Moreover, Journey Management functionalities include granular user roles, comments on cards, and hierarchies to keep track of your CX strategy. By being certified with ISO 27001:2022, SOC2 and by being fully GDPR compliant we are ready for enterprises.Starting Price: €390.00/year -
5
Venntive
Venntive
Venntive is a true complete CRM, a Business OS that eliminates tech stacks and silos. A seamless platform that allows users to manage the entire customer lifecycle from first touch throughout the entire customer lifecycle. Venntive includes all the tools you'd want in a marketing automation stack, a sales stack, customer success/engagement, customer support, and operations. While there is virtually no need to integrate third party apps, we re in Zapier as CRM Connector and have an API. No-code customization eliminates the aggravation of ongoing expense and time to customize or update your Venntive instance. Finally, Venntive is extremely cost-effective from the very beginning which means cost-cutting does not mean a reduction in staff. Venntive is the smart, effective B2B SaaS solution to build, scale, and manage your business from day one.Starting Price: $150.00/month -
6
ReviewInc
ReviewInc
ReviewInc provides Online Reputation Management and Customer Experience Software. ReviewInc's Reputation Management Software helps your business get more reviews, manage your existing ones, and automate review campaigns. Our customer experience tools are a flexible and automated communication system that tracks every step in the customer-facing processes. With a few easy steps, businesses can create a flexible customer experience to make their business shine.Starting Price: 39 -
7
Agile CRM
Agile CRM
All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.Starting Price: $8.99 per user per month -
8
Copper
Copper
Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.Starting Price: $9 per user per month -
9
UXPressia
UXPressia
UXPressia is a collaborative customer experience platform that allows you to create, export, and share customer journey maps, personas, and impact maps online. Some of the platform’s features include maps and personas with a predefined, easy-to-customize structure (drag and drop sections, such as text, video, embed code, touchpoints, etc.). Multiple-persona journey maps. Design View (journey atlas) to specify relations between mapping initiatives. 120+ free templates for 10+ industries to use as a starting point. Text and audio comments, dot votes, and reactions. Storyboard library and image formatting. Default and custom tooltips. Color themes for journey maps. Team library for touchpoints, images, channels, etc. Link and email sharing. Presentation mode. Branding and high-quality exports (PNG, PDF, CSV, and PPTX). Teams will especially enjoy collaborative options and the possibility to standardize and scale their projects.Starting Price: $13.30 per month -
10
Storylane
Storylane
Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.Starting Price: $50 per user per month -
11
BlueCamroo
BlueCamroo Inc.
BlueCamroo is a SaaS Business Management Platform that combines many essential business services in a single, easily adoptable and affordable business solution. Designed specifically for SMB’s, it offers them the scope and whole-business approach of a larger enterprise level system, yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. Our unique User-Role subscription model allows each user to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. One application to manage the entire customer lifecycle.Starting Price: Free -
12
Five9
Five9
Five9 has over a decade of dedicated focus – 100% on cloud contact center software. Positioned highest in ability to execute in the Leaders quadrant of the Gartner Contact Center as a Service Magic Quadrant, Five9 has become the solution of choice for enterprise contact centers that need a solution that is reliable, secure, and scalable.Starting Price: $100.00 per user per month -
13
Totango
Totango
Design and run any customer journey, easily and at scale. Everything you need to accelerate your customer success with the most widely adopted all-in-one Customer OS. Select your customer journey or build your own. Out of the box best practice templates for any journey or initiative. Why start from scratch? Securely connect all your customer data for a single, unified view of your customer. Simple to administer and maintain. Manage everything in one platform. It's never been easier to design, run, and measure, your best customer engagements. Automate workflows across your entire organization. Supercharge your digital engagement with hyper-personalized communications for each user. Modular and agile. It’s everything you need to easily get started, monitor, tune and grow. -
14
Heyday AI
Hootsuite
Heyday’s Conversational AI platform for retailers combines the power of AI with the human touch of your team to deliver 5-star customer experiences. Capture, engage, and convert leads 24-7 with an online sales assistant that never sleeps. Heyday personalizes your website’s customer experience by connecting to your product catalog to deliver tailored search results and recommendations, and looping in your associates only when customers are ready to buy. Heyday creates the ultimate personal shopper experience, powered by AI. Flooded with repetitive customer service requests? Heyday’s powerful Conversational AI technology provides an instant and always-on first line of support that removes time-consuming, recurring FAQs and order tracking questions from your team’s plate. That means, they can now focus their efforts on higher-value customer conversations while our chatbot takes care of the rest. -
15
Salesforce Agentforce
Salesforce
Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data. -
16
Spotler CRM
Spotler
Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.Starting Price: $17.00/month -
17
VeriShow
HBR Labs
VeriShow by HBR Labs is an intuitive agent dashboard that is combined with an easy-to-use customer interface that induces a high level of customer satisfaction for clients. Specialize in personal engagement co-browsing solutions that enable customer services agents to interact with customers in real-time efficiently, versus the traditional 'please hold' approach. Verishow also integrates seamlessly with 3rd-party favorite brands and provides users with tools that include Contact, Content, Document, Goals & Quota, and Lead managing. By far the best solution to understand how to interact with visitors to your website, to capture more opportunities.Starting Price: $39.00/month -
18
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
19
ScreenSpace
ScreenSpace
ScreenSpace is an immersive web experience that can be embedded or shared throughout the buyer journey – like a video. But unlike video, our video-game technology lets GTM teams... • Break the constraints of one-dimensional media like websites, demos, videos, tours, and decks by • Blending rich marketing content, hands-on product walkthoughs, compelling visuals, and adaptive narratives • Into an all-new form of experiential storytelling. Designed to help you emotionally engage, educate, and motivate B2B audiences through memorable, self-guided demos.Starting Price: $80/mo -
20
Aligned
Aligned
Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.Starting Price: $29/seat/month -
21
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
22
Sturdy
Sturdy
Rather than listening to dozens of Gong recordings, clicking through hundreds of tickets, or wading through your CRM for hours, Sturdy gives you the facts and just the facts in seconds. Summaries are great, but Sturdy's AI takes summaries to the next level by giving you instant insights into trends and specific things to watch. Know what to work on next. Never hop on another Zoom call and wing it. Summaries are the thing you always wanted, and now they're here. With the snap of your fingers, you know which accounts are considering canceling and why. Congratulations, you've just become the hero who saved an account and started a renewal conversation because you've never been so prepared. With Sturdy, you can drill into every customer conversation to discover detailed information about specific processes, products, services, and so much more.Starting Price: $497 per month -
23
Upollo
Upollo
Harness product, behavior, CRM signals, and more for smarter sales, customer success, and marketing that grows pipelines and accelerates NDR growth. For our users, they're adding massive revenue gains. We learn from and analyze billions of data points from businesses and users in nearly every country. Our platform is designed to empower teams to expand their user base, retain more customers, and convert more signups. Be alerted when there is intent to expand. Know where the opportunities are with opportunity size by department, job title, or engagement level. Convert high-propensity customers early, helping struggling customers to succeed. Understand why people are converting and what specific factors make them less likely to. Upollo analyzes your data in real time, delivering actionable insights within minutes. Leverage our insights to empower your teams and grow your NDR, ARR, LTV, etc.Starting Price: $799 per month -
24
3CLogic
3CLogic
3CLogic transforms customer and employee experiences with its patented and award-winning AI-powered cloud contact center solutions purpose-built to enhance today's leading CRM and Customer Service Management platforms. Globally available and leveraged by the world's leading brands, its offerings empower enterprise organizations with innovative capabilities, such as intelligent self-service, Generative AI, Voice AI, agent automation & coaching, and AI-powered sentiment analytics — all designed to lower operational costs, maximize ROI, and deliver better, faster, and more personalized interactions for IT, employee, and customer service.Starting Price: Contact for a quote -
25
Vitally
Vitally
Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.Starting Price: $99.00/month -
26
CustomerSuccessBox
CustomerSuccessBox
CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor -
27
Tapdesk
Ayulla
Tapdesk is a CRM and leads search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search capability that allows users to find decision makers and potential customers based on multiple criteria. Tapdesk is designed to find leads that are relevant to your business and current in your niche. A complex process involving several computational steps, Tapdesk AI is engineered to make it both reliable and fast. This experience is quite incredible, we simply call it genius.Starting Price: $9.99/month/user -
28
CrowdPower
CrowdPower
Grow your business with targeted customer engagement. Track key customer actions and deliver tailored communications to drive sales and increase engagement. Grow your business with targeted customer engagement. Track key customer actions and deliver tailored communications to drive sales and increase engagement. Advanced Segmentation. Create customer lists based on who they are, where they are, and what they do (or didn’t do) to send targeted messages at the right time. Simple Execution. Powerful Results. Add CrowdPower to your website with just a few lines of code and start delivering tailored communications to drive sales. If your organization is using Segment to install third party integrations, you can start using CrowdPower instantly by turning on the integration in Segment’s console.Starting Price: $48 per month -
29
Calixa
Calixa
Use product usage data to find your top self-serve signups. Get a 360° view of customers and your interactions with them. Engage customers at a-ha moments to increase conversion. Scale your product-led GTM with insights and action in one place. Focus your time on the customers with the most potential. Use product and customer data to prioritize sign-ups that are most likely to convert. Understand what customers are doing with your product and how they are interacting with you. No longer be stuck in the dark with an incomplete picture of your customer. Engage customers at key milestones to improve conversion. Get real-time alerts when customers hit specific metrics or perform important actions. Streamline your workflow by taking action in Calixa. Kick off a sequence, create an opportunity, extend a trial, all from one place. Stop jumping from tab to tab. Get started in minutes, not months. With just a few clicks, connect all your data to Calixa and we take care of the rest.Starting Price: $499 per month -
30
Staircase AI
Staircase AI
Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn.