Find 23 Best Customer Success Software with Client Management (Customer) in August 2026

What is Velaris.io?

Velaris.io is a customer success software built to help B2B teams monitor account health, reduce churn, and scale customer engagement. The platform brings customer data, product usage signals, and lifecycle insights into a single workspace, making it easier for customer success managers to ...

What is Copilot?

Copilot is an all-in-one platform designed for modern professional service businesses that want to simplify their internal operations and elevate their client experience. It brings together essential tools such as client management, messaging, payments, contracts, tasks, forms, and more, into ...

What is Practice?

Practice is the ideal solution for busy professionals looking for an easy-to-use client management software. With its simple and professional design, it features everything a business needs to stay organized and on top of customer activities. Whether managing one or multiple clients, all ...

What is Staircase AI?

Staircase AI is pioneering Customer Revenue Intelligence, enabling businesses to achieve exceptional revenue through customer-led growth. Our AI-powered platform predicts churn and identifies hidden growth opportunities at scale, eliminating any need for human feedback. We capture and analyze ...

What is ClientVenue?

ClientVenue is a secure, efficient solution for agencies to streamline client services, team collaboration and billing. It is designed with simple onboarding, self-service features, and automated invoicing and payments to ensure projects stay on time. Give your customers a premium experience ...

What is Onboard.io?

Onboard.io simplifies customer onboarding, enabling teams to easily launch, organize, automate, and manage client onboarding from handoff to completion. With dynamic MAPS (launch plans), users can streamline the entire process and customize experiences that fit their customer service ...

What is Dock?

Dock empowers businesses to streamline their customer relationship management and maximize customer engagement. Overcome the tedium of spreadsheets and build a collaborative platform for customers to engage in actions such as communications, sharing status, aligning due dates, assigning tasks, ...

What is SuiteDash?

SuiteDash is an all-in-one comprehensive solution for businesses, packed with innovative features like CRM management, secure client portal, encrypted emails and drip marketing. It eliminates the need to juggle multiple complex systems, making the transition easier. Its user-friendly interface ...

What is CrowdSync?

Elevate your onboarding process with CrowdSync. Eliminate the tedious manual tasks and create customizable sequences that can be put on autopilot as needed. This platform simplifies the daunting task of onboarding by providing user-friendly processes, making it easier for businesses to maintain ...

What is Vockam?

Vockam is a revolutionary tool designed for modern Key Account Management (KAM). With a strong focus on customer satisfaction, Vockam empowers businesses to foster healthy and efficient relationships with their key accounts. Our customer-obsessed approach allows for better communication and ...

What is ServiceSource?

ServiceSource is a renowned B2B Customer Journey Experience Solution that helps businesses transform their digital sales and customer success processes. As a global provider of outsourced go-to-market services, ServiceSource accelerates B2B sales and drives customer retention and renewal ...

What is STAMP?

STAMP, the ultimate Retention Automation platform, is a powerful tool designed to enhance B2B customer satisfaction. With its advanced capabilities, it empowers businesses to effectively track and improve customer sentiment, resulting in higher retention rates and recurring revenue. By ...

What is Kapta?

Introducing Kapta - a revolutionary Key Account Management platform designed to transform client relationships. Our proven methodology combined with intuitive technology accelerates and supports your efforts every step of the way. Kapta goes beyond just managing accounts and helps you build and ...

What is Catalyst?

Catalyst is a customer success software suite that helps to sell more, up-sell and cross-sell, and retain customers for longer with a single solution. Granular control over the sales process provides a 360-degree view of customers who can be re-engaged through messages, newsletters, product ...

What is Planhat?

Planhat is a customer success software that helps the companies to track the performance and satisfaction level of their customers and clients. By providing clients and customers with beautiful reports and analytics, business will easily increase their loyalty. The system helps to grow by ...

What is Akita?

Akita is a free, open source Customer Success platform for managing support and sales operations within an organization. It features unlimited agents and live chat, lead capture and email automation, customer lifecycle and escalation management and user and account relationship management. It ...

What is MetaCX?

MetaCX is customer success software for fast growing SaaS companies. With a single User Interface, the MetaCX platform incorporates CRM, support automation, a self care portal and email marketing to provide an unified foundation for developing the strongest relationships with customers. MetaCX ...

What is Custify?

Custify is a Customer Success platform that helps to deliver great customer service in an engaging way. Build instant customer knowledge, resolve FAQs, understand customers, display webpages automatically in their language using content recognition. Custify works with companies to develop ...

What is ClientSuccess?

Clientsuccess is a customer success software that helps to keep team members regularly reporting in a project management platform. It has a great list of features that help SmarterTools clients address the most common pain points. It automatically tracks conversations, sends personalized ...

What is Totango?

Totango is a customer success platform with the most robust CRM and support automation functionality. A spinout of Salesforce, Totango helps thousands of companies of all sizes improve customer satisfaction rates, identify key accounts, and grow revenue faster than ever before. With ...