Find 26 Best Customer Success Software with Customer Engagement in July 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 Portalstack?

Introducing Portalstack, the premier client portal software designed specifically for accountants and lawyers. This innovative platform empowers professionals to effortlessly craft proposals and engagement letters in a matter of minutes. Streamline your workflow and elevate client interactions ...

What is Weav?

Experience actionable insights and reduce churn for your SaaS products with Weav. This customer insights tool goes beyond traditional metrics to provide a complete understanding of your customer base, helping you improve customer success and prevent churn. With dedicated insights and a focus on ...

What is SimpleID?

SimpleID is a user retention and engagement platform designed specifically for Web3 users. Boost your blockchain application by utilizing the advanced user analytics and re-engagement capabilities offered by SimpleID. Keep track of your customer retention rate and send personalized in-app ...

What is Roojoom?

Roojoom is a powerful AI-enabled Personal Journey Orchestration platform - the perfect tool to help you guide your customers through pre-defined objectives in a streamlined and effective way. Packed with useful features like intelligent customer journey scheduling, real-time monitoring tools ...

What is EngageOne Compose?

EngageOne Compose is an essential communication engagement platform, perfect for medium and large businesses. The service features advanced search and analysis capabilities that combine with reusable content to create a personalized digital and print experience. Version control to automate ...

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 GuideCX?

GuideCX is an easy-to-use client onboarding solution that transforms the way teams and customers alike manage projects. It can drastically reduce setup time by up to 30%, while increasing satisfaction and output through the entire cycle. Your team will know what to do, who to assign tasks, and ...

What is CrowdPower?

CrowdPower offers an automated solution for targeting customers and boosting sales. Integrate this powerful solution into any website with a few lines of code and start taking advantage of Segment dashboard features. Monitor user activity and use simple “if this, then that” automations to ...

What is Gleantap?

Gleantap is the ultimate solution for fitness franchise clubs and studios. It revolutionizes the traditional customer experience by predicting their behavior and engaging them through automated messaging and personalized human outreach. This innovative platform includes a comprehensive set of ...

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 Ubiquity?

Boost customer loyalty and profitability with Ubiquity, the top-rated mobile loyalty platform for retail, sports clubs, and insurance companies. This innovative platform allows businesses to stay connected with their customers at critical moments, increasing customer lifetime value and driving ...

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 Strikedeck?

Introducing Strikedeck, the ultimate customer success platform with a promise to guide you through your journey. Powered by machine learning and predictive analytics, Strikedeck offers unrivaled insights and alerts on customer health, engagement, and sentiment. Connect with your customers like ...

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 UserIQ?

UserIQ is the Customer Success Platform that empowers Product, Sales, and Support teams to help customers more effectively - with deep understanding of how they use products, personalized recommendations for more effective support, and intelligent automation to deliver on their expectations. ...

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 ...