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description: Page 2 - Discover the best Customer Success Software for your organisation. Compare top Customer Success Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Customer Success Software - 2026 Reviews, Pricing & Demos
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# Customer Success Software

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## Products

1. [Textline](https://www.softwareadvice.co.uk/software/175138/textline) — 4.9/5 (168 reviews) — Textline is a cloud-based text messaging solution, which enables businesses to connect with clients using phone numbe...
2. [Missive](https://www.softwareadvice.co.uk/software/299830/missive) — 4.9/5 (147 reviews) — Missive is an inbox collaboration platform that allows teams to work together on email without disrupting their exist...
3. [LearnUpon](https://www.softwareadvice.co.uk/software/139936/learnupon) — 4.7/5 (131 reviews) — LearnUpon is a learning management system (LMS) designed to provide a streamlined and engaging learning experience fo...
4. [Method CRM](https://www.softwareadvice.co.uk/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
5. [Rocketlane](https://www.softwareadvice.co.uk/software/373891/rocketlane) — 4.7/5 (127 reviews) — Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system....
6. [TeamSupport Messaging & Live Chat](https://www.softwareadvice.co.uk/software/372181/teamsupport-messaging-and-live-chat) — 4.6/5 (114 reviews) — TeamSupport's Messaging \& Live Chat leverages the power of connection to unify your support, sales, and marketing...
7. [Preferred Patron Loyalty](https://www.softwareadvice.co.uk/software/152578/preferred-patron) — 4.9/5 (109 reviews) — Preferred Patron is built for organizations that care about repeat business— from single-location shops to fast-growi...
8. [Vectera](https://www.softwareadvice.co.uk/software/341275/vectera) — 4.8/5 (104 reviews) — Vectera is a meeting management solution, which helps businesses streamline processes related to appointment scheduli...
9. [Survicate](https://www.softwareadvice.co.uk/software/31821/survicate) — 4.6/5 (99 reviews) — Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on th...
10. [Bettermode](https://www.softwareadvice.co.uk/software/145606/tribe) — 4.7/5 (94 reviews) — Bettermode is an all-in-one customer community platform to engage customers and build meaningful experiences. A commu...
11. [OnePageCRM](https://www.softwareadvice.co.uk/software/8278/onepagecrm) — 4.8/5 (91 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
12. [Product Fruits](https://www.softwareadvice.co.uk/software/336906/product-fruits) — 4.7/5 (89 reviews) — Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive ...
13. [Groove](https://www.softwareadvice.co.uk/software/110166/groove) — 4.5/5 (87 reviews) — Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their custome...
14. [Thought Industries](https://www.softwareadvice.co.uk/software/25991/thought-industries) — 4.6/5 (79 reviews) — Thought Industries is a cloud-based customer training platform designed to suit the needs of business across multiple...
15. [servis.ai](https://www.softwareadvice.co.uk/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
16. [Upnify CRM](https://www.softwareadvice.co.uk/software/264476/upnify-crm) — 4.8/5 (64 reviews) — Upnify CRM is a customer relationship management solution designed by business leaders for the international market. ...
17. [GUIDEcx](https://www.softwareadvice.co.uk/software/349977/guidecx) — 4.7/5 (64 reviews) — GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project mana...
18. [Higher Logic Vanilla](https://www.softwareadvice.co.uk/software/159952/vanilla) — 4.4/5 (63 reviews) — Vanilla is a cloud-based community management solution for consumer goods, financial services, gaming, media and publ...
19. [Modjo](https://www.softwareadvice.co.uk/software/232591/modjo) — 4.7/5 (60 reviews) — Modjo is a sales enablement tool that help modern business to close more deals. An entirely cloud-based conversation ...
20. [Userpilot](https://www.softwareadvice.co.uk/software/108924/userpilot) — 4.6/5 (57 reviews) — Userpilot is a cloud-based software that helps businesses personalize the user interface (UI) and set up automated be...
21. [Froged](https://www.softwareadvice.co.uk/software/180817/froged) — 4.5/5 (56 reviews) — FROGED was designed with your growth in mind. This means you are in the driver seat from your customer success and pr...
22. [Skalin](https://www.softwareadvice.co.uk/software/322799/skalin) — 4.9/5 (55 reviews) — Skalin is a Customer Success software for startups to scale and grow. It provides an all-in-one customer relationship...
23. [Liveoak](https://www.softwareadvice.co.uk/software/139474/liveoak) — 4.4/5 (52 reviews) — Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to...
24. [UserGuiding](https://www.softwareadvice.co.uk/software/180907/userguiding) — 4.7/5 (52 reviews) — UserGuiding empowers product teams to boost user activation and drive revenue growth through its all-in-one, no-code ...
25. [Unless](https://www.softwareadvice.co.uk/software/312230/unless) — 4.7/5 (50 reviews) — AI-powered user experience with Conversational UI provides drop-in components that allow websites and dashboards to i...

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## Related Categories

- [Client Onboarding Software](https://www.softwareadvice.co.uk/directory/4483/client-onboarding/software)
- [Live Chat Software](https://www.softwareadvice.co.uk/directory/4569/live-chat/software)
- [Customer Satisfaction Software](https://www.softwareadvice.co.uk/directory/4627/customer-satisfaction/software)
- [Customer Engagement Software](https://www.softwareadvice.co.uk/directory/508/customer-engagement/software)
- [Data Analysis Software](https://www.softwareadvice.co.uk/directory/535/data-analysis/software)

## Links

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Additionally, administrators can track key performance indicators, send surveys to clients via SMS and set up automated replies for incoming conversations.\n\nTextline offers mobile applications for Android and iOS devices, enabling sales teams to receive alerts about new messages, schedule conversations and more. The product is available on monthly subscriptions and support is extended via FAQs, phone, knowledge base, video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/758e7f29-4f46-4631-b5b8-f5cf5fabf3aa.png","url":"https://www.softwareadvice.co.uk/software/175138/textline","@type":"ListItem"},{"name":"Missive","position":2,"description":"Missive is an inbox collaboration platform that allows teams to work together on email without disrupting their existing workflow. Designed for businesses that rely heavily on email, Missive provides features to help teams stay coordinated, focused, and productive. 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The solution is suitable for various training needs, such as employee, customer, partner, member, and extended enterprise training. LearnUpon allows users to manage, deliver, and track training within a single solution,\n\nLearnUpon offers a set of features designed to deliver fast and efficient training through an intuitive platform. The platform's course creation feature allows users to design personalized learning content tailored to the learners' needs and preferences. The training delivery feature supports on-demand training, while also collecting feedback from learners to foster continuous improvement. LearnUpon is focused on learner engagement, offering a solution that is hyper-focused on enhancing the overall learner experience through interactive methods.\n\nLearnUpon's AI-based features enable organizations to transform learning programs by leveraging intelligent automation and personalization. With LearnUpon's generative AI tools, users can rapidly create engaging course content, including summaries, exams, scripts, images, and videos, transforming the course creation process from weeks to seconds. The platform enhances learning experiences through interactive bots acting as coaches and personalized assessments that promote critical thinking and reflection among learners. By offering personalized learning journeys based on individual interests and needs, LearnUpon's AI capabilities enable organizations to scale their training efforts \n\nUser management features within LearnUpon can be used to automate tasks such as user creation and enrollments. Additionally, LearnUpon's portal allows users to create unique training environments personalized for different audiences, all from a single centralized location. With its built-in reporting tools, integrations for enhanced automation, and a user-centric approach to building engaging training programs, LearnUpon equips organizations with a sophisticated yet user-friendly solution for their training needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7a3aa84c-2ace-419e-b728-5216f85fe898.png","url":"https://www.softwareadvice.co.uk/software/139936/learnupon","@type":"ListItem"},{"name":"Method CRM","position":4,"description":"Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate.\n\nMost CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software.\n\nFor growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve.\nWith a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information.\n\nTrusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business.\n\nMethod CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.uk/software/141742/method-crm","@type":"ListItem"},{"name":"Rocketlane","position":5,"description":"Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, optimizing resource utilization, and eliminating revenue leakage before it happens.\n\nPlus, our state-of-the-art client-facing experience keeps clients aligned every step of the way, delivering transparency and trust.\n\nRocketlane is the only PSA tool that seamlessly bridges the gap between operational efficiency and exceptional service delivery, empowering PS leaders to drive growth and profitability with confidence!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b57c9a41-3317-49e4-acc2-4a2e294436c8.jpeg","url":"https://www.softwareadvice.co.uk/software/373891/rocketlane","@type":"ListItem"},{"name":"TeamSupport Messaging & Live Chat","position":6,"description":"TeamSupport's Messaging & Live Chat leverages the power of connection to unify your support, sales, and marketing teams in addition to your customer experience. \n\nWith powerful auto-routing tools, AI-powered chatbots, omnichannel capabilities, and analytics; TeamSupport's platform provides you with the insights needed to engage in deep conversations that drive impact. \n\nBy using the chat to meet customer needs when and where it is convenient for them, the chat platform allows you to build trusting customer relationships that are held to the highest security standards. Messaging & Live Chat is compliant with HIPAA, GDPR, and other privacy laws.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46f9b243-b89c-47ea-a91f-2a98ffa75ba2.jpeg","url":"https://www.softwareadvice.co.uk/software/372181/teamsupport-messaging-and-live-chat","@type":"ListItem"},{"name":"Preferred Patron Loyalty","position":7,"description":"Preferred Patron is built for organizations that care about repeat business— from single-location shops to fast-growing multi-location brands and established enterprises. Our customers span independent retailers, specialty services, health & wellness, automotive, professional services, entertainment, and membership-driven organizations. What they share is a commitment to community: they want programs that feel local, reward loyalty fairly, and scale without adding operational drag.\n\nWho we serve:\n\nSmall businesses & independents choose us for quick setup, built-in messaging, and simple pricing. Owners and GMs can launch a polished loyalty program in hours, not weeks—no developer required.\n\nMid-market & multi-location brands use our deeper automation, segmentation, and analytics to drive consistency across stores while leaving room for local nuance. HQ sets guardrails; locations personalize offers, events, and partnerships.\n\nFranchises rely on our role-based access, location hierarchies, and templated campaigns so franchisees can execute proven playbooks without reinventing the wheel.\n\nEnterprises leverage our APIs, KPIs, data exports, and governance controls to integrate with existing stacks, BI tools, and data policies.\n\nWhat we offer:\n\nLoyalty program engine – Run stamp, cashback or points-based rewards, tiers, and member perks. Configure earning rules, redemptions, expirations, and bonuses. Support for auto-issue, replenishment, and scheduled offers.\n\nCommunity-style programs – Spotlight local events, fundraisers, and partner perks. Reward referrals, birthdays, and milestones that matter in your neighborhood.\n\nMessaging built-in – Email and SMS are included out of the box for welcomes, birthdays, win-backs, “miss-you,” and targeted promos. \n\nUse mobile wallet & in-app messaging to nudge visits without heavy discounting.\n\nSegmentation & campaigns – Build audiences by visit recency, spend, product mix, store, or cohort. Schedule one-off blasts or always-on journeys that react to behavior in real time.\n\nAnalytics & insights – Dashboards show lift in repeat visits, average spend, and reward liability. Cohort, SKU, and store-level reporting highlight what’s working and where to tune.\n\nMulti-location controls – Central templates, brand standards, shared assets, and approval workflows. Location overrides for local calendars, partners, and inventory realities.\n\nKiosk & POS options – Support for store-front check-ins and redemption flows, with kiosk enhancements and integrations.\n\nAPIs & integrations – Connect loyalty data with ecommerce, CRM, and analytics. Export securely to your BI stack for deeper analysis.\n\nCompliance & deliverability – Fully TCPA and CTIA compliant. Consent capture, opt-in management, quiet hours/time-zone handling, and best-practice messaging help protect brand reputation and ROI\n\nDesign & branding – Launch with a branded template, then iterate. Support for digital card art, e-mail designs, and campaign creatives.\n\nEditions that scale with you:\n\nSmall Business – Essential features for 1 to 3 locations: launch fast, keep members engaged, and measure results with straightforward reporting.\n\nGrowth – Advanced automation, larger messaging allowances, and deeper segmentation for brands expanding to multiple stores.\n\nFranchise – Multi-location governance, role-based permissions, shared assets, and analytics rolled up by region or network.\n\nEnterprise – APIs, KPI, Analytics and enterprise data controls for high-volume programs.\n\nServices that ensure success:\n\nOnboarding & migration to move existing members and offers cleanly. Strategic support for program design, calendar planning, and testing. Training for staff and franchisees. Ongoing success to review KPIs, seasonal opportunities, and new feature adoption.\n\nWhether you’re a single shop proving product-market fit or an enterprise standardizing across hundreds of locations, Preferred Patron gives you a customer retention platform that is practical and brand-right","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68f21318-d28c-44c3-b355-3d51d83735ea.png","url":"https://www.softwareadvice.co.uk/software/152578/preferred-patron","@type":"ListItem"},{"name":"Vectera","position":8,"description":"Vectera is a meeting management solution, which helps businesses streamline processes related to appointment scheduling, video conferencing, communication management and more. The platform enables organizations to create encrypted video rooms for clients, facilitating interaction tracking, document sharing and recording.\n\n\nVectera comes with white-label capabilities, which allow enterprises to personalize the interface using a custom logo, colors and themes to establish brand identity. Features of the solution include annotations, notes and contact synchronization, co-browsing, whiteboarding, video recording, conversation recording and more. Additionally, users can utilize screen-sharing functionality to discuss presentations/contracts, give demos and take notes for reference.\n\n\nVectera supports integration with various third-party applications such as G Suite, Microsoft Office 365, Dropbox, Google Drive, iCloud and more. It is available on monthly subscriptions and support is extended via email, FAQs, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41595162-64bb-4256-9b61-15ff1c990c10.png","url":"https://www.softwareadvice.co.uk/software/341275/vectera","@type":"ListItem"},{"name":"Survicate","position":9,"description":"Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on them with confidence.\n\nWith advanced analysis tools, AI-powered insights, and 360-view customizable dashboards, Survicate helps you turn raw feedback into actionable strategies that boost customer satisfaction, reduce churn, refine products, and sharpen marketing efforts.\n\nConnect Survicate seamlessly with various native integrations and act on the collected insights instantly. \n\nKey features include:\n- Run highly targeted surveys via email, link, website, in-product, and mobile apps\n- Connect 40+ native integrations, like HubSpot, Braze, Slack, Salesforce, and more\n- Visualize real-time data with customizable Dashboards & widgets\n- Analyze & categorize feedback & sentiment faster with the AI-powered Insights Hub\n- Instantly uncover trends and customer needs with the Research Assistant AI chat\n- Collect feedback in multiple languages to automatically reach a global audience\n\nCommon use cases include:\n- Identify feature requests, uncover usability issues, and validate ideas directly with users. Prioritize roadmaps based on real feedback gathered via in-product, mobile, and web surveys.\n- Run post-interaction CSAT and NPS® surveys to understand customer satisfaction and improve performance. Spot detractors early and respond before they churn.\n- Collect insights to improve messaging, conversion, and brand positioning. Test landing page effectiveness or campaign recall with targeted surveys & analyze results quickly with AI. Then, connect with 40+ native integrations to automate workflows & personalize communications effortlessly.\n- Understand user experience inside mobile & web apps. Catch negative feedback before it hits review sites by triggering contextual surveys based on app behavior​​. Aggregate reviews from external sites and easily categorize, extract insights, and analyze with AI.\n- Reach audiences in multiple languages through multilingual surveys with personalized logic. Capture consistent feedback globally while centralizing data for efficient analysis.\n- Use the AI-powered Research Assistant to summarize qualitative responses and trends at scale. Run continuous research with targeted surveys and surface unexpected insights through the Insights Hub​.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3ea9811-0efe-4142-a73c-dc185941a50d.png","url":"https://www.softwareadvice.co.uk/software/31821/survicate","@type":"ListItem"},{"name":"Bettermode","position":10,"description":"Bettermode is an all-in-one customer community platform to engage customers and build meaningful experiences.\n\nA community built on Bettermode is a customer hub with many use cases. Product teams collect ideas and feedback. Customer support and success teams build resource centers and knowledge base. Marketing teams communicate with customers, organize events, and scale content creation.\n\nKey elements include complete customization, embeddable widgets, modern design, comprehensive API, gamification, analytics, powerful moderation tools, newsletter system, integration with popular tools, and more.\n\nBettermode lets users start a discussion and provides additional functionalities that allow them to ask questions, start polls, organize events, follow people, comment on discussions and share content. In addition, community managers can customize the platform by adding a branded site header and footer.\n\nThe solution can integrate with multiple tools such as Google Analytics, Slack, HubSpot, Hotjar, and MailChimp.\n\nBettermode's localization capability allows companies to build multilingual communities with 30+ International languages.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a2097287-6f15-427a-bec2-cb086d40c254.png","url":"https://www.softwareadvice.co.uk/software/145606/tribe","@type":"ListItem"},{"name":"OnePageCRM","position":11,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.uk/software/8278/onepagecrm","@type":"ListItem"},{"name":"Product Fruits","position":12,"description":"Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive guidance tools. It is used by software companies, SaaS providers, and digital product teams to simplify onboarding processes, reduce churn, and enhance product engagement without requiring coding knowledge.\n\nThe platform includes features such as interactive tours and guides that help users navigate applications, onboarding checklists that break down complex tasks, and contextual hints and tooltips that highlight key functionalities. It provides in-app announcements through pop-ups, banners, and newsfeeds to share updates. Tools for measuring user satisfaction, such as NPS surveys, are included, along with a feedback widget for gathering user input. A 24/7 in-app support button is available for assistance.\n\nAI-powered features automate the creation of welcome tours, feature guides, and announcements, streamlining content development. Onboarding flows can be triggered based on user activities using custom events. A knowledge base organizes content for self-service support. The platform is designed to work within existing software environments and includes security measures to protect data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa532ebf-c649-45bb-b50f-a56542bb71a7.png","url":"https://www.softwareadvice.co.uk/software/336906/product-fruits","@type":"ListItem"},{"name":"Groove","position":13,"description":"Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge management, reporting tools and customer self-service.\n\n\nGroove allows users to converse with their customers on multiple channels through one platform. Reporting dashboards display customer support metrics such as average handle time and reply type, as well as complaint trends, bugs and requests.\n\n\nUsers can set up an online knowledge base for customers. Groove also offers on-site support widgets such as an FAQ, contact forms and live chat. The software supports various integrations including Slack, Zapier, Facebook and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ab0ef76-5070-4031-a2da-fbbdaaa97462.jpeg","url":"https://www.softwareadvice.co.uk/software/110166/groove","@type":"ListItem"},{"name":"Thought Industries","position":14,"description":"Thought Industries is a cloud-based customer training platform designed to suit the needs of business across multiple industries including IT, manufacturing, professional training, continued education, continued medical education, associations, and customer onboarding.\n\nKey functionalities of the platform include drag-and-drop course authoring, a custom microsite and page builder, learner management capabilities, eCommerce capabilities, certification management, social learning and communities, ILT and vILT, gamification, mobile learning, in-depth reporting and analytics, xAPI, in-app play, AI recommendation engine, and both xAPI and SCORM compliance, within one integrated suite.\n\nThe Thought Industries platform is a browser-agnostic system. It is compatible with both desktops and mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/85b12ba7-85db-4b5a-91a4-f9248aaec43e.png","url":"https://www.softwareadvice.co.uk/software/25991/thought-industries","@type":"ListItem"},{"name":"servis.ai","position":15,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.softwareadvice.co.uk/software/113880/freeagent","@type":"ListItem"},{"name":"Upnify CRM","position":16,"description":"Upnify CRM is a customer relationship management solution designed by business leaders for the international market. It allows users to track each of your contacts, generating more opportunities that can translate into new business for your company. \n\nUpnify provides tools that simplify activities that impact executive work, saving time and increasing efficiency. Change your management skills with Upnify, standardizing the phases of your business process and making a good impression on your potential customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e773959-b7b5-4014-ba9f-5d64118f4ebe.png","url":"https://www.softwareadvice.co.uk/software/264476/upnify-crm","@type":"ListItem"},{"name":"GUIDEcx","position":17,"description":"GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project management tools, GUIDEcx is built to engage internal teams and customers or third parties.\n\nWith over 300,000 projects successfully completed, GUIDEcx helps teams shorten time to value, reduce churn, and increase team capacity through intelligent automation and customer engagement. \n\nTask automation, role-based project views, intelligently forecasted end dates, and engagement through the portal, email, or mobile app make it easy to guide users through onboarding projects. \n\nPlus, with the GUIDEcx Recipe Builder (native iPaaS solution), you can streamline your tech stack with custom-built integrations to any software solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e684d417-5542-4da8-9cd4-a9a73b89aefc.jpeg","url":"https://www.softwareadvice.co.uk/software/349977/guidecx","@type":"ListItem"},{"name":"Higher Logic Vanilla","position":18,"description":"Vanilla is a cloud-based community management solution for consumer goods, financial services, gaming, media and publishing and technology. The solution helps organizations engage members, create discussion forums and gather ideas through crowdsourcing.\n\n\nVanilla’s forums module enables users to start and moderate discussions. The module allows members to tag other members, add photos and videos to the discussion, create profiles, enable real-time edits and send private messages. Members can also create their online avatars using different icons.\n\n\nThe solution’s gamification functionality enables users to earn ranks, badges and followers. Also, the functionality enables users to remove spam and abusive content from the discussion on the basis of user reactions.\n\n\nThe platform can be integrated with third-party software such as WordPress, Zendesk, GitHub, Salesforce, MailChimp and HootSuite. Vanilla integrates with social-networking platforms such as Facebook, LinkedIn and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5584ef1-e55b-4d36-8ab1-42547cded7a5.jpeg","url":"https://www.softwareadvice.co.uk/software/159952/vanilla","@type":"ListItem"},{"name":"Modjo","position":19,"description":"Modjo is a sales enablement tool that help modern business to close more deals. An entirely cloud-based conversation intelligence software that integrates seamlessly with popular productivity and helpdesk tools. \n\nModjo was built to make every interaction as easy to manage – accessible, transparent, and collaborative.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89c88d43-9cd6-4a85-9448-381d8c4e19fd.png","url":"https://www.softwareadvice.co.uk/software/232591/modjo","@type":"ListItem"},{"name":"Userpilot","position":20,"description":"Userpilot is a cloud-based software that helps businesses personalize the user interface (UI) and set up automated behavior-driven triggers to improve product adoption and customer onboarding processes. Managers can segment users based on specific attributes or in-app events and create multilingual walkthroughs, tips or hints to improve clients' overall experience.\n\n\nEnterprises can build experiences by adding custom triggers or conditions and preview them across staging/production environments. It allows administrators to perform A/B testing on in-app experiences, set up milestones for clients and track users' engagement rates via actionable analytics. Additionally, professionals can create net promoter score (NPS) surveys, customize them according to organizational requirements and generate scores to determine clients' satisfaction rates with the product.\n\n\nUserpilot facilitates integration with several third-party applications including Google Analytics, Amplitude, Intercom and Segment. Pricing is available on monthly or annual subscriptions and support is extended via documentation, phone and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b9dc00b-b94e-45c2-b4b2-693c14c306a4.png","url":"https://www.softwareadvice.co.uk/software/108924/userpilot","@type":"ListItem"},{"name":"Froged","position":21,"description":"FROGED was designed with your growth in mind. This means you are in the driver seat from your customer success and product teams to your marketing touch points. \n\nOur focus is on the entire customer journey from Onboarding and retention to proactive customer support.\n\nWe provide complete customization with our scalable and adaptable technology from -\n* Behavioral segmentation\n* Product Flows\n* Knowledge Base \n* Email campaigns\n* NPS Surveys\n* In-app widget\n* +2k integrations and API\n* Dedicated CS Manager and Dev team","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ec54a8a7-fd59-4b6b-9ba5-41a51a1ffd07.png","url":"https://www.softwareadvice.co.uk/software/180817/froged","@type":"ListItem"},{"name":"Skalin","position":22,"description":"Skalin is a Customer Success software for startups to scale and grow. It provides an all-in-one customer relationships platform where all customer data is accessible on one platform thanks to our native integrations. View key information at a glance from your CRM, email, and your application's back off with 360 degree customer view. With user engagement metrics users can identify their platform's active users and see who is moving away from the product. Save time with no more having to log tracking data manually. Our customers save an average of four hours each week.\n\nSkalin's health score is used to prevent churn and boost upselling. Our AI detects threats and business opportunities within customer portfolios. Our score detects the variables that really matter and automatically calibrates the algorithm for each customer segment. It's customizable with our algorithms which factor in specific business indicators to narrow in on what matters to your users. Results are proven within just three weeks of activation, providing a quick return on investment. \n\nReceive smart alerts for shifting from reactive to proactive with our Smart Agent, which detects changes in the status of your accounts and provides updates. Custom alerts detect risky behaviors and send notifications the way that works best for the user. Get reminders about key deadlines. Performance reports create consistency in user monitoring, safeguard your future revenue, and reach your targets. Collaborate by sharing account strategies easily within the entire team. Effortlessly keep your CEO in the loop.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/65ef3a73-edd5-4e58-8651-3812008047cf.jpeg","url":"https://www.softwareadvice.co.uk/software/322799/skalin","@type":"ListItem"},{"name":"Liveoak","position":23,"description":"Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to customers and manage operations related to documents signing, data verification, agreement creation and more. Manager can assist customers with the entire document generation process through online screen sharing, conferencing, and other collaboration tools.\n\n\nLiveoak comes with an audit trail functionality, which automatically stores details about data alterations, keystrokes and shared documents/photos to ensure security against unauthorized access and data theft. The solution offers numerous features such as multi-platform access, synchronous form editing, web conferencing, file uploading, video attestation, virtual meetings and more. Additionally, organizations can capture and verify customer information using live electronic Signatures and client’s webcam.\n\n\nLiveoak facilitates data encryption using AWS security and supports integration with various customer relationship management (CRM) applications. Pricing is available on request and support is provided via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f38947-f3be-4fbc-8f2e-b3fbc82bbf54.png","url":"https://www.softwareadvice.co.uk/software/139474/liveoak","@type":"ListItem"},{"name":"UserGuiding","position":24,"description":"UserGuiding empowers product teams to boost user activation and drive revenue growth through its all-in-one, no-code platform. Quickly implement superior self-service experiences that enhance user adoption and minimize support needs without breaking the bank. With UserGuiding, you can:\n\n        •        Activate users with interactive in-app guides and walkthroughs\n        •        Boost feature adoption with personalized onboarding flows\n        •        Offer AI-powered self-serve help to reduce support tickets\n        •        Announce product updates effectively within your app\n        •        Collect user feedback seamlessly to improve your product\n\nJoin 1,000+ teams who trust UserGuiding for the fastest implementation and exceptional value. Drive revenue growth effortlessly and achieve lasting user engagement with UserGuiding—the smartest choice for product teams seeking superior self-service solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c429b9c2-12fc-47f8-b843-3263cc1e13be.jpeg","url":"https://www.softwareadvice.co.uk/software/180907/userguiding","@type":"ListItem"},{"name":"Unless","position":25,"description":"AI-powered user experience with Conversational UI provides drop-in components that allow websites and dashboards to interact with users like a human would, without the risks. Enhance websites or dashboards with contextual assistance, leveraging AI-powered chat, tooltips, alert boxes, and more.\n\nIt enables users to resolve customer queries with automated responses using 24/7 personalized dialogue with an AI that has deep knowledge of the business. Improve the performance of the organization with automation and coaching, by making complex information accessible on human terms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/410b1ee9-f3c3-47bb-a224-52c85f4d7c33.png","url":"https://www.softwareadvice.co.uk/software/312230/unless","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4628/customer-success/software?page=2#itemlist","numberOfItems":25}
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