Top 7 Customer Success Tools in 2025 to Retain Clients

Even a small increase in churn rate can cause a large revenue loss, especially when high-value customers are the ones leaving. But the good news is that the era of spreadsheets and panic emails is long gone. For businesses now have a variety of customer success tools at their disposal to turn chaos into clarity and clients into long-term fans.

And with competition getting fiercer and switching costs at an all-time low, customers have more freedom than ever to explore alternatives. This makes client success automation essential. Let’s thus take a look at the 7 best customer success software that every modern business needs to build lasting relationships and a booming bottom line.

What are Customer Success Tools?

Customer success tools, also known as customer success management software or customer experience management software, are platforms that help companies manage and enhance client relationships.

To attain the same, they unify customer data, track engagement, automate follow-ups, and predict risks before they become churn threats. In simple terms, they give you eyes on every customer interaction and hands that act fast.

These tools combine the power of analytics, AI, and automation to…

Boost customer retention and lifetime value
Enhance onboarding, adoption, and upsells
Give teams real-time visibility into customer health
Scale success without scaling headcount

Compare the Top Customer Success Software for 2025

Some of the leading customer success management tools are listed below to make the choice easier for you…

Client Success Automation Tool	Best For	Key Features
Gainsight	Enterprises	Health scores, automation, analytics
ChurnZero	SaaS Companies	Real-time tracking, automation
Planhat	Data-driven teams	Centralized data, churn prediction
Totango	Large teams	SuccessBLOCs, templates
Zendesk	Support-focused orgs	Omnichannel AI, automation
HubSpot Service Hub	Growing SMBs	CRM+Service integration
ClientSuccess	B2B SaaS	Relationship tracking

List of 7 Best Customer Success Tools

1. Gainsight

Gainsight is the pioneer of the customer success software revolution. From churn analytics to lifecycle management, it delivers every feature a modern CS team could dream of. Widely used by enterprises, Gainsight helps convert customer data into actionable insights, so you can anticipate needs and drive satisfaction before it gets too late.

Gainsight PX

4.3

Starting Price

Price on Request

Key Features of Gainsight:

Provides a unified Customer 360 view
Supports AI-driven health score modeling
Offers playbooks and CTAs for proactive engagement
Facilitates automated journeys via Journey Orchestrator
Captures feedback with Voice of the Customer tools
Supports Through-Partner Success programs
Integrates with Salesforce, Slack, Zendesk, HubSpot, and more
Includes AI tools like Impact Analyzer and Write with AI

Pros

Delivers strong analytics and automation
Scales well for large teams
Offers deep integrations and customization
Provides training, certifications, and community support
Enables data-driven decisions with AI insights
Improves team collaboration and visibility
Supports full customer lifecycle management

Cons

Needs dedicated admin resources
Can feel complex for new users
Offers limited dashboard flexibility
Comes at a high price
May have inconsistent support for complex issues

Gainsight Pricing & Plans:

Plan	Price
Essentials	Price on request
Professional	Price on request
Enterprise	Price on request

2. ChurnZero

ChurnZero is tailor-made for SaaS businesses that are obsessed with retention. It connects directly to your product to analyze real-time usage and customer health, helping you act before a user leaves. From automation to in-app communication, it empowers CS teams to be proactive rather than reactive.

ChurnZero

4.4

Starting Price

Price on Request

Key Features of ChurnZero:

Provides real-time customer health tracking
Supports AI-driven health scores and churn risk alerts
Offers automation for onboarding and lifecycle management
Facilitates in-app messaging, walkthroughs, and surveys
Enables customer segmentation and behaviour-based triggers
Delivers customizable playbooks and task automation
Includes product engagement analytics and usage tracking
Integrates with Salesforce, HubSpot, Zendesk, Slack, and more

Pros

Delivers real-time insights into customer behaviour
Supports powerful automation and guided playbooks
Provides fast setup and onboarding
Offers strong integration ecosystem
Enables detailed segmentation and health scoring

Cons

Requires technical setup for advanced features
Limits dashboard customization options
Presents a complex UI for smaller teams
Delivers delayed health score updates (daily refresh)

ChurnZero Pricing & Plans: Price on request

3. Planhat

As a customer success tool, Planhat centralizes all customer data under one roof, turning fragmented insights into usable intelligence. Built for modern, remote-first teams, it delivers clarity through unified dashboards that merge product analytics, engagement, and financial data.

Key Features of Planhat:

Provides a unified 360° customer overview
Supports AI-driven health scores and churn prediction
Offers playbooks for onboarding and lifecycle stages
Delivers real-time dashboards and customizable reports
Facilitates customer segmentation and lifecycle tracking
Includes product usage analytics and engagement insights
Enables workflow automation and task management
Integrates with Salesforce, HubSpot, Zendesk, Slack, and more
Supports revenue tracking and subscription management
Offers a customer portal for onboarding and collaboration

Pros

Provides deep customization and data-rich insights
Supports a wide integration ecosystem
Enables fast setup and intuitive onboarding
Improves collaboration across CS, sales, and support teams
Delivers strong customer support and documentation

Cons

Requires technical setup for advanced features
Is not very beginner-friendly
Limits some dashboard and visualization options
May be mid-tier priced for smaller startups
Demands time for full configuration and optimization

Planhat Pricing & Plans: Price on request

4. Totango

Totango is a flexible client success tool built for big businesses. Its standout feature, SuccessBLOCs, is like plug-and-play strategies for every stage of the customer journey, onboarding to renewal. The tool, as such, is designed for teams that want instant action with measurable outcomes.

Totango

4.2

Starting Price

Price on Request

Key Features of Totango:

Offers pre-built SuccessBLOC templates for every lifecycle stage
Supports AI-powered health scoring and churn prediction
Facilitates automated success campaigns and workflows
Provides lifecycle segmentation and customer journey mapping
Delivers outcome-based dashboards and real-time reporting
Includes customer profiles, product engagement tracking, and NPS surveys
Enables custom triggers, alerts, and playbooks
Integrates with Salesforce, HubSpot, Zendesk, Slack, and more

Pros

Provides modular, scalable architecture for growing teams
Includes built-in best practice templates
Enables fast setup and flexible configuration
Supports deep segmentation and automation
Improves visibility across CS, sales, and marketing

Cons

Requires customization for advanced use cases
Presents a learning curve for new users
Could improve reporting intuitiveness and UI flow
Limits some integrations in lower-tier plans

Totango Pricing & Plans:

Plan	Price
Enterprise	Price on request
Premier	Price on request

5. Zendesk

Zendesk is a hybrid of customer support and success, making it ideal for companies looking to unify support and success under one roof. It delivers multi-channel experiences through chat, email, voice, and automation, making it easier to delight customers and manage relationships at scale.

Zendesk

4.5

Starting Price

$ 25.00

Key Features of Zendesk:

Provides omnichannel support via chat, email, voice, and social media
Offers AI-driven chatbots and a smart knowledge base
Supports multi-department collaboration and ticket routing
Facilitates self-service with help centers and community forums
Delivers automated ticket workflows and macros
Includes prebuilt dashboards and real-time analytics
Integrates with 1,000+ apps including Salesforce, Slack, and Jira
Enables customer context sharing across channels

Pros

Adapts to businesses of all sizes
Supports smooth integrations with popular tools
Excels in support-driven customer success models
Provides strong AI and automation features
Improves agent productivity with unified workspaces

Cons

May be too complex for small startups
Charges extra for advanced analytics and reporting
Requires configuration for optimal use
Limits customization in lower-tier plans

Zendesk Pricing & Plans:

Plan	Price
Support Team	19 USD/agent/month
Suite Team	55 USD/agent/month
Suite Professional	115 USD/agent/month
Suite Enterprise	169 USD/agent/month

6. HubSpot Service Hub

HubSpot Service Hub combines customer service, CRM, and automation into one cohesive platform. With shared inboxes, customer feedback tools, and AI-powered reports, it empowers teams to provide elite service while scaling effortlessly.

Key Features of HubSpot Service Hub:

Provides a shared inbox and ticketing system
Offers customer feedback tools like CSAT, NPS, and CES surveys
Supports chatbots, live chat, and automated workflows
Facilitates knowledge base creation and self-service support
Integrates natively with HubSpot CRM and 1,500+ apps
Delivers AI-powered insights and health scores
Includes a customer portal for ticket tracking and communication
Enables SLA management, agent collision detection, and automation
Offers conversation intelligence and capacity routing (Enterprise tier)

Pros

Provides a user-friendly interface for all team sizes
Unifies data across marketing, sales, and service
Supports quick automation setup and workflow creation
Delivers strong self-service and knowledge base tools
Improves visibility with real-time dashboards and reporting

Cons

Limits advanced analytics to higher-tier plans
Lacks deep SaaS product usage analytics
Requires setup time for full customization
May be costly for early-stage startups

HubSpot Service Hub Pricing & Plans:

Plan	Price
Professional	INR 7,497/month/seat
Enterprise	INR 10,900/month/seat

7. ClientSuccess

ClientSuccess, as the name suggests, is one of the leading customer success tools that helps businesses build lasting relationships. Perfect for mid-sized B2B teams, it provides a clean, collaborative view of customers, key health indicators, and proactive task management in one dashboard.

Clientsuccess

4.0

Starting Price

Price on Request

Key Features of ClientSuccess:

Provides customer lifecycle visualization and journey tracking
Supports task tracking, alerts, and automated reminders
Offers executive summary views for quick account insights
Integrates with Salesforce, HubSpot, and other CRM tools
Delivers renewal forecasting and churn risk indicators
Includes customer health scoring and segmentation
Facilitates email automation and pulse surveys
Enables playbooks for consistent success workflows

Pros

Delivers a clean, intuitive interface
Supports strong team collaboration and visibility
Works well for B2B and SaaS-focused organizations
Provides fast onboarding and ease of use
Offers responsive customer support

Cons

Includes fewer integrations than larger platforms
Lacks advanced analytics compared to tools like Gainsight
Limits customization in reporting and dashboards
May not suit large enterprises with complex needs

ClientSuccess Pricing & Plans:

Plan	Price
Startup Package	Price on request
Growth Package	Price on request
Enterprise Package	Price on request

Conclusion

If customer loyalty is a growth engine, these customer success management software are the fuel. For these tools know how to convert reactive fire-fighting into predictive success management, something no spreadsheet could ever achieve.

So, choose one for your business today itself and get ready to make your customers not just stay but succeed with you. Confused still? Techjockey is just a call away!

Because in today’s world, success isn’t a team, it’s a movement. And it starts with the right tool.