Best Customer Success Software with a Free Trial - Page 2
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Compare the Top Customer Success Software with a Free Trial as of October 2025 - Page 2
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1
Churnfree
Churnfree
What is Churnfree? Churnfree is the solution for reducing churn and retaining customers. It helps you create customer retention flows and win back your customers. With Churnfree, you can create custom retention flows to keep your customers engaged and coming back for more. And if they do ever slip away, you can win them back with targeted flows designed to get them hooked again. Churnfree help SaaS, eCommerce, and subscription-based businesses to retain more customers and reduce churn rate. In addition, we provide valuable insights on how to further improve customer retention. Don't let churn destroy your business. Fight back with Churnfree amazing features today! 1. Create Retention Flow 2. Real-Time Analytics Dashboard 3. Personalized Your Offers 4. Beware of Client Feedback 5. Pause Instead of Cancelling 6. Add Multiple Products So what are you waiting for Start your Free-Trial Now!Starting Price: $49/month -
2
InboxCRM by AppEQ
AppEQ.ai
InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.Starting Price: $15/user/month -
3
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 -
4
Acquire
Acquire
Realtime customer support. Your customer’s expectations are changing - exceed them with the power of co-browse and live chat. Empower your agents to resolve complex customer support issues in real time. Reach out in one touch and in real time to boost rates of conversion, on web or mobile app. Our intelligent bots help your team answer common questions instantly. Deliver faster, more personalized support with the power of co-browse and live chat. Acquire’s simple, yet powerful tools encourage customer engagement and success across the board.Starting Price: $25 per user per month -
5
ReplayMonster
Bouncezap
Now you can watch actual user behaviour on your website and quickly identify issues with website pages causing loss of revenue. Then use Bouncezap’s conversion tools to remedy any issues. Bouncezap forms and opt-in’s help you to build email lists, highlight special offers and much much more. Our intuitive user interface guides you through the process so you don’t need to be an expert marketer or even have a developer.Starting Price: $19 per user per month -
6
ConfirmKit
ConfirmKit
ConfirmKit is the modern user research platform that helps you and your team to talk to users in an approachable and efficient manner. Now everyone in your organization can meaningfully contribute to making your products better. Identifying patterns and trends between interviews can be a time consuming effort. Let us do it for you. Now you can focus on your users and we'll show you the patterns. Creating an interview guide, reviewing notes, and remembering all the little details before you start an interview can be error prone. We've got you. With ConfirmKit, you only need to prepare once. Our platform systematizes your user interviewing process. Say good-bye to monotonous work. No need to copy/paste a document, dragging files into folders, or duplicating effort. Enhance your research from online chat, e-mail, online forums, existing research, and any place you can think of.Starting Price: $29 per month -
7
Klaus
Klaus
High-growth companies use Klaus to improve their customer support quality. - Improved CSAT & efficiency metrics after the first month of usage. - Impactful coaching sessions and 1-1s based on performance metrics and conversation examples. - Actionable metrics to track quality and identify issues as they arise. - 90% time saved compared to doing reviews manually using spreadsheets. Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving. -
8
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. -
9
ProsperStack
ProsperStack
Prevent churn and win back lost revenue. ProsperStack is the drop-in cancellation flow that prevents churn, automatically. Use targeted offers to save customers and capture feedback to make informed product, pricing and remarketing decisions. The ProsperStack cancellation flow is a low-friction, beautiful offboarding experience that's kind to users and serves your business. Embed it directly into your application with just a few lines of code. After that, customize everything within ProsperStack—no developer necessary! Turn your cancellation flow into a powerful churn-prevention tool. Present special offers tailored to the customer's segment and reason for leaving. A/B test offers, analyze results and customize at any time to learn what's most effective. Answers in ProsperStack help you retarget lost revenue effectively, plus provide insight into key decisions about your product roadmap, pricing, service and support.Starting Price: $79 per month -
10
Churnkey
Churnkey
Supercharge all aspects of customer retention, optimize your company’s growth. Keep more customers with personalized cancel flows, recover failed payments, and inform customer-driven product development. Join the SaaS companies who already trust Churnkey to protect over $500M in ARR.Starting Price: $100 per month -
11
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 -
12
Arrows
Arrows
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.Starting Price: $99 per month -
13
Forethought
Forethought
Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. -
14
Qiscus
Qiscus
Engage your customers through 20+ channels in one platform and give the best customer experience with Qiscus. Convert leads, handle complaints, and market your products with our features. Multiple Channels are integrated into one dashboard, WhatsApp, Facebook, Instagram, LiveChat, and many more. Put a chat widget on your website and mobile apps. Complete analytics about your customers, agents, and channels. Integrate with many other systems for automation and scaling. Thousands of businesses have delighted millions of customers with Qiscus’ solutions, conquering competition with cutting-edge innovation. Maximize customers’ trust in every part of their journey. Remove lead leakages and slow responses. Welcome your customers on one unified platform and manage their profiles with CRM. Answer inquiries, introduce your product and segmentize customers with CRM and tagging. Provide efficient and structured support with multichannel inbox.Starting Price: $50 per month -
15
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 -
16
Waitlyst
Waitlyst
Drive revenue and retention using autonomous AI agents that engage users across the entire customer journey. Drive growth with automated onboarding, activation, and retention processes using autonomous ai agents that send personalized, high-converting emails to your customers. Break free from managing complex workflows, and concentrate on building your product. Simply let Waitlyst know your primary focus and consider it done. Stay on top of growth and pre-empt changes in user behavior. Our zero-setup reports equip you with the key data needed to drive growth through informed decisions. Waitlyst works by unifying all of your company’s customer data and activity in one place. It eliminates data silos, giving you the insights needed to help drive revenue and retention.Starting Price: $50 per month -
17
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 -
18
Loop Subscriptions
Loop Subscriptions
Loop is a Shopify subscriptions app that helps DTC brands to increase AOV & reduce cancellations with help of gamified rewards system & fully customizable subscriber portal. At Loop we want to un-complicate subscriptions for Shopify DTC brands across the world. We want to help DTC community offer world-class experience to their subscribers. So Loop is not just another subscriptions app. We want to become your subscription growth partners.Starting Price: $99 per month -
19
Glances
Glances
Searching for information across web apps wastes time and drains your productivity daily. We built Glances to securely connect all of your apps and provide a simplified view of the data you need in real-time – no coding necessary. Glances works on any webpage you visit and within any app you use, so you and your team can accomplish more every day. Loading applications, clicking around, and switching tabs to view relevant details on your contacts is a time-consuming struggle. Working right in your browser, Glances can save 30 to 60 seconds on each task by empowering you with a single place to see your customer data, pulled in real-time from all of your favorite apps and platforms. Kicking off your workday can feel chaotic from juggling team messages, email inboxes, and project management tools just to find your focus.Starting Price: $14 per user per month -
20
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 -
21
Customerscore.io
Customerscore.io
Customerscore.io helps SaaS businesses predict churn and find upsell opportunities to grow revenue and keep customers. It enables you to manage customer segments on autopilot with triggered communication based on health scores. The platform is easy to set up with ready-made data integrations, so businesses can start seeing results quickly. Using machine learning, it identifies churn risks and highlights upsell opportunities, with smart alerts keeping you updated on important changes. Key features include customer segmentation, automated outreach, and health monitoring, which make customer engagement more efficient. Customerscore.io helps you focus on the right actions to grow your business and reduce churn.Starting Price: $99/month -
22
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
23
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
24
vCIOToolbox
vCIOToolbox
A Key Account Management and Advisory Platform to support the needs of both the customer and the IT provider. vCIOToolbox helps MSP’s and MSSP’s identify technology gaps and meet the needs of businesses’ big and small, allowing you stay ahead of cyber threats and bad actors. We help MSP’s and MSSP’s with a consistent, repeatable, easy process to ensure your customer has the right technology in place and its aligned with the goals for their business. The Cybersecurity landscape is a complex system with new threats emerging every day. Tools provide protection, but that is only part of the story. Your customers need a Cybersecurity Sherpa and with our GRC tools MSP’s and MSSP’s can conduct assessment projects or launch a Compliance as a Service program and help mitigate risk for their customer…while generating more revenue to the providers bottom line. Monitor the performance and satisfaction of your services with the people that matter.Starting Price: $129 per month -
25
Magentrix Customer Success
Magentrix
Channel Partners are producing when they can get the resources they need to close deals. Make it easy for them to get support on-demand in a self-serve portal. From faster onboarding, streamlined deal registration, access to information, and real-time collaboration with channel managers, partners couldn't be happier. Give customers the autonomy to help themselves, get support, access resources, and create a place where they can help each other. A branded and fully customizable web portal automates repetitive tasks and lets customers engage on their terms. Stand out from the crowd by disrupting and digitally transforming your industry. Magentrix partner portals enable your channel program to improve collaboration, increase productivity and grow revenue. It's one integrated and seamless environment for your channel partners. Automate the manual processes of day-to-day partner maintenance, enabling channel managers to save time and stay focused on strategic business activities. -
26
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
27
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 -
28
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 -
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piHAPPINESS
piHAPPINESS
Fast track to a brilliant approach, smarter service & happier customers. In just 30 seconds, captures the core customer insights you need. piHAPPINESS customer feedback system is the fastest way to know your customer satisfaction. As a customer feedback app, offers feedback-collecting Emoticons, Net Promoter Score® (NPS®), Dynamic Questionnaire and feedback forms to track customers’ opinion and satisfaction level. Grow your customer feedback response rate by changing the questions dynamically with the help of our customer feedback platform. No need to irk customers with long surveys. Easy to create and customize the questions as per your business demands. Make your customers feel that you care for them when they have concerns or complaints or suggestions about your business, with effective and improved customer feedback management.Starting Price: $49.99 per user per month -
30
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