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Find 39 Best Customer Success Software with Customer Engagement in July 2026

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Showing -8--160 out of 39

Velaris.io

Velaris.io

AI-powered customer success platform for proactive retention and account growth

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Velaris.io offers custom pricing plan

Portalstack

Portalstack

Simplify client interactions and elevate your practice with Portalstack.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Weav - New SaaS Software

Weav

Unlock customer insights, prevent churn and boost success.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Free TrialTry Free →·

Starts from $199/Month

SimpleID - New SaaS Software

SimpleID

Unlock the full potential of Web3 engagement.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Roojoom - New SaaS Software

Roojoom

Streamline customer journeys with AI technology.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Roojoom offers custom pricing plan

EngageOne Compose - New SaaS Software

EngageOne Compose

Enhance customer engagement with customizable content.

Best for: Mid-market · Enterprise

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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 ...

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EngageOne Compose offers custom pricing plan

Staircase AI - New SaaS Software

Staircase AI

Empower customer-driven growth with AI.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Starts from $499/Month

GuideCX - Client Onboarding Software

GuideCX

Your guide to efficient onboarding and happy customers.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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GuideCX offers custom pricing plan

Volie - Customer Success Software

Volie

Revolutionize your dealership's customer communication.

Best for: SMB teams · Mid-market · Enterprise

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What is Volie?

Volie is Automotive software specifically designed for dealerships. It is the perfect tool to help BDC Managers create value for their operations, as it develops day plans for them so they can focus on what matters most. This groundbreaking BDC engine lets dealerships rethink the way they ...

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Volie offers custom pricing plan

Dock - Customer Success Software

Dock

Boost engagement, simplify CRM.

Best for: SMB teams · Mid-market · Enterprise

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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, ...

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Free Trial·

Starts from $29/User/Month when Billed Yearly

Aligned - Customer Success Software

Aligned

Simplify sales and achieve success.

Best for: SMB teams · Mid-market · Enterprise

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What is Aligned?

Aligned is a powerful tool for sellers and buyers to work together, conveniently located in a single place. Give customers an engaging experience with an easy drag & drop interface to create simplified mini-sites suitable for their needs. Help champions within an organization to drive ...

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Starts from $49/User/Month when Billed Yearly, also offers free forever plan

CrowdPower - Customer Success Software

CrowdPower

Boost sales and engage customers with CrowdPower AI.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Free Trial·

Starts from $48/Month when Billed Yearly

Product Fruits - Client Onboarding Software

Product Fruits

Unlock your software's full potential with Product Fruits.

Best for: SMB teams · Mid-market · Enterprise

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What is Product Fruits?

Introducing Product Fruits – the ultimate solution for all your software adoption needs. This all-in-one platform empowers users to unlock the full potential of their software by providing special power features and a user-friendly interface. Whether you're a coding master or a beginner, ...

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Free TrialTry Free →·

Starts from $69/User/Month when Billed Yearly

Centriam - Customer Success Software

Centriam

Empower your customer success with Centriam.

Best for: SMB teams · Mid-market · Enterprise

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What is Centriam?

Centriam is an advanced software solution designed for B2C companies looking to improve their customer retention and base management. With its cutting-edge features, Centriam streamlines the process of managing and retaining customers, making it an essential tool for businesses to reduce churn ...

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Centriam offers custom pricing plan

Vockam - Customer Success Software

Vockam

Unlock your key accounts potential with Vockam.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Vockam offers custom pricing plan

Freshdesk Customer Success - Customer Success Software

Freshdesk Customer Success

Retain and delight customers with Freshdesk Customer Success.

Best for: SMB teams · Mid-market · Enterprise

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What is Freshdesk Customer Success?

Introducing Freshdesk Customer Success – the ultimate solution for businesses looking to win and retain customers. This powerful customer success management software is designed specifically for software and subscription companies, helping them to prevent customer churn and strengthen ...

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Starts from $79/User/Month when Billed Yearly

Gleantap - Customer Success Software

Gleantap

Boost your fitness franchise with personalized engagement.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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Starts from $99/Month

ServiceSource - Customer Success Software

ServiceSource

Unlock your B2B potential with ServiceSource.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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ServiceSource offers custom pricing plan

Cami.ai - Customer Success Software

Cami.ai

Empowering customer success for sustained growth.

Best for: SMB teams · Mid-market · Enterprise

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What is Cami.ai?

Cami.ai is a powerful customer success software that streamlines and enhances revenue growth. It utilizes advanced Machine Learning and Artificial Intelligence to effectively connect all parties involved in the customer success process. This leads to improved customer onboarding, stronger ...

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Cami.ai offers custom pricing plan

STAMP - Customer Success Software

STAMP

Maximize retention and nurture lasting relationships.

Best for: SMB teams · Mid-market · Enterprise

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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 ...

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STAMP offers custom pricing plan

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].