10 Best Customer Success Tools in 2025

Back in 2023, two SaaS startups entered the same crowded market. Both were lean, fast-moving, and offered nearly identical products. They followed a familiar roadmap: grow fast, market smart, and onboard customers quickly. Yet, just two years later, their paths had dramatically diverged.

Startup One celebrated a surge in new users, only to watch retention plummet. While acquisition was strong, customers drifted away quietly, never fully finding value. Their customer success approach was reactive, stepping in only after problems became critical. The team struggled to keep up, and promising accounts slipped away unnoticed. A crucial feature that could have helped them was customer segmentation, which would have allowed them to categorize users and target engagement strategies more effectively, enhancing customer retention and personalizing the user experience.

Startup Two took a different route. Growth came more steadily, but it was fueled by something deeper: a proactive customer success strategy. They invested in tools that gave them visibility into customer behavior, flagged early warning signs, and automated touchpoints without losing that personal connection. The result? Lower churn, higher retention, and a loyal customer base that kept growing with them.

So, what set them apart?

Not the product, but the process and platforms behind it. Startup Two leveraged customer success tools to move beyond simply solving problems. They created consistent, meaningful value before customers ever had to ask.

Step Into the Future of Customer Success

Today’s most successful companies know that great products aren’t enough. Real growth happens when businesses deeply understand their customers, predict their needs, and deliver seamless, personalized experiences at scale.

In this guide, we’ll break down the tools making that possible, from intelligent automation to real-time analytics. Whether you’re a startup building your foundation or an enterprise refining your strategy, the right customer success solution can be your most powerful growth lever.

As we move through 2025, customer success (CS) has evolved from a support function into a strategic growth engine. Businesses no longer just react to customer issues—they anticipate needs, personalize experiences, and build long-term loyalty through data-driven engagement.

A key performance indicator for measuring customer satisfaction and engagement, and predicting potential churn, is the Net Promoter Score (NPS).

In today’s hyper-competitive market, meeting expectations is the baseline—exceeding them is what drives retention and revenue. To achieve this, companies are turning to advanced customer success tools that automate workflows, predict churn risks, and deliver hyper-personalized interactions at scale.

This guide explores:

✔ What customer success tools are and why they matter

✔ Key features that define top-tier CS platforms

✔ The 10 best customer success tools of 2025 - from AI chatbots to predictive analytics

Whether you’re a startup scaling rapidly or an enterprise optimizing retention, this breakdown will help you choose the right tools for smarter, faster, and more impactful customer success.

Let’s explore the future of customer success where data empowers teams, automation scales relationships, and customer loyalty becomes your ultimate advantage.

Defining Customer Success Tools

Customer success tools are specialized software solutions, with each customer success platform designed to assist businesses in optimizing customer relationships and enhancing user journeys. Unlike traditional CRM systems, these platforms focus on preventing churn, boosting engagement, and driving expansion revenue.

Why business need customer success software in 2025

• 360° Customer Visibility – Track interactions, product usage, and satisfaction in one dashboard.

• Proactive Risk Mitigation – AI identifies at-risk accounts before they churn.

• Automated Workflows – Reduce manual tasks with smart alerts, emails, and task assignments.

• Scalable Personalization – Deliver tailored experiences without increasing headcount.

• Customer Education – Onboard and empower users to effectively adopt products, enhancing user experience and ensuring clients can fully leverage software functionalities.

By consolidating data from CRMs, support tickets, and product analytics, these tools transform reactive support into strategic, value-driven customer relationships.

What separates good tools from great ones?

With dozens of platforms available, the best customer success tools stand out by offering:

1. Real-Time Customer Health Scoring: Tracks engagement, support tickets, and product usage to flag risks. Example: A tool detects a key client’s declining usage and alerts the CSM to intervene.

2. Intelligent Automation: Chatbots handle routine queries, while automated playbooks guide onboarding. Example: A welcome series triggers based on user behavior, improving time-to-value.

3. Seamless Integrations: Syncs with Salesforce, HubSpot, Zendesk, and Slack for unified data. Example: Support tickets auto-create tasks in the CS platform for follow-up.

4. Customizable & Scalable: Adapts workflows for SMBs vs. enterprises and high-touch vs. low-touch clients. Example: Custom health scores for different customer segments (e.g., SaaS vs. e-commerce).

5. Predictive Analytics: Forecasts churn, identifies upsell opportunities, and measures CS ROI. Example: AI predicts which clients are likely to renew or expand based on historical data.

Identifying essential features during the software selection process is crucial to enhance user satisfaction and adoption rates.

Top 10 Customer Success Tools in 2025

1. WotNot

WotNot is the best customer success software for teams looking to deliver proactive, in-product support at a moment’s notice. With its intuitive no-code bot builder, customer success teams can easily create AI agents that provide instant, intelligent responses to user queries without writing a single line of code. These AI-powered agents help resolve issues quickly, guide users through onboarding, and deliver timely support. And when a human touch is needed, chats are seamlessly handed off to customer support teams. WotNot empowers teams to enhance customer satisfaction while streamlining success operations at scale.

Key Features:

• AI-powered chatbots for automated customer support and engagement initiatives.

• Build custom customer journeys with its no-code bot builder.

• Unified support across various channels, including web, mobile applications, and messaging platforms.

• In-built live chat when human agents are needed to jump in.

• Integration capabilities with CRM and other essential business applications.

• Analytics and reporting on the performance of chatbots and customer interaction patterns.

Pricing:

Starting from $99/month for a DIY plan and also offers a $899/mo managed service plan.

2. ChurnZero

ChurnZero is a specialized customer success platform dedicated to assisting SaaS businesses in lowering churn rates and maximizing customer lifetime value. By leveraging insights and analytics, ChurnZero focuses on managing and reducing customer churn through proactive engagement and data-driven strategies.

Key Features:

• Real-time tracking of customer health scores and automated alerts for deviations.

• Automated playbooks for proactive customer engagement.

• Visualization of the customer journey.

• Tools for success planning and tracking customer goal achievement.

• In-depth analytics on churn, retention, and engagement.

Pricing:

Custom pricing based on company size and requirements.

3. Totango

Totango provides a comprehensive view of the customer lifecycle and enables businesses to foster adoption, improve retention, and drive growth.

Key Features:

• Customer health scoring and segmentation.

• Automated workflows and campaigns.

• Success planning and monitoring tools.

• Collaboration features for CS teams, designed to support customer success teams in managing customer relationships and ensuring satisfaction.

• Advanced analytics and reporting.

Pricing:

Free version available; paid plans start at $249/month.

4. Planhat

Planhat is a customer success platform for SaaS companies, focusing on actionable customer insights.

Key Features:

• Customizable metrics and alerts.

• Automated task management.

• Team collaboration tools.

• Analytics on customer success metrics, providing actionable insights to identify churn risks and upsell opportunities.

• Integrations with popular CRMs and business tools.

Pricing:

Custom pricing, best for mid to large organizations.

5. Intercom

Intercom is one of the best customer success software platforms, designed to help businesses deliver faster, more personalized support at scale. Combining powerful customer service software with tools for live chat, messaging, and automation, Intercom empowers sales and success teams to drive engagement, resolve issues efficiently, and boost customer satisfaction. Whether you’re looking to support users, onboard customers, or close more deals—Intercom provides a seamless solution for every stage of the customer journey.

Key Features:

• In-app messaging and live chat.

• Targeted messaging and personalization.

• Email marketing automation.

• Help desk and knowledge base features.

• CRM and marketing tool integrations.

• Integration of various communication platforms to streamline team collaboration and facilitate real-time updates across customer activities.

Pricing:

Starts at $39/month; usage-based pricing for large teams.

6. ClientSuccess

ClientSuccess is a leading customer success software platform built to help customer success teams strengthen relationships, drive retention, and grow customer value. With intuitive tools for tracking customer data, managing accounts, and streamlining workflows, it enables customer success managers to stay proactive and organized. From onboarding to renewal, ClientSuccess supports every stage of customer success management to help teams deliver exceptional client experiences.

Key Features:

• Health scoring and churn risk management.

• Automated workflows and engagement.

• Success planning tools.

• Customer intelligence and insights.

• Analytics on key CS metrics.

• Collection of customer feedback to provide insights into customer satisfaction and areas for improvement.

Pricing:

Available on request; ideal for SMBs and mid-sized SaaS.

7. Zendesk

Zendesk offers a wide suite of solutions that go beyond traditional support, making it one of the best customer success software platforms available today. From ticketing and live chat to CRM and analytics, Zendesk empowers businesses to build a robust customer success program. Its flexible tools support customer success operations at every stage, helping teams deliver seamless experiences, improve retention, and drive long-term value through powerful customer success software.

Key Features:

• Multi-channel support (email, chat, phone, social).

• Self-service portals and forums.

• Workflow automation.

• CRM functionalities.

• Support analytics and satisfaction metrics.

• Empowers support teams to track customer interactions and manage relationships effectively.

Pricing:

Starts at $55/month per agent.

8. HubSpot

HubSpot Service Hub is a powerful extension of HubSpot’s platform, acting as the best arm for companies looking to scale their customer success efforts. By bringing customer success software, support tools, and customer data into one unified workspace, it enables sales and success teams to collaborate seamlessly. With features like shared inboxes, automation, and reporting, it simplifies how customer success teams operate—making it easier to track progress, deliver value, and build lasting relationships all in one place.

Key Features:

• Help desk and ticketing system.

• Live chat and bots to promptly address customer queries.

• Knowledge base creation.

• Feedback surveys.

• CRM integration.

Pricing:

Free version available along with plans starting from $45/month.

9. Gainsight

Gainsight is an enterprise-level platform focused on retention and growth. It caters specifically to the needs of enterprise companies with advanced integrations and comprehensive data analysis.

Key Features:

• Predictive health scoring and analytics.

• Customizable onboarding and retention playbooks.

• Deep integrations (Salesforce, Slack, MS Teams).

Pricing:

Enterprise pricing only.

10. Vitally

Vitally is designed for high-growth B2B SaaS with real-time insights and automation. Customer success managers can leverage these insights and automation to enhance productivity and strengthen customer relationships.

Key Features:

• Real-time customer health scoring.

• Automated workflows and tasks.

• Integrations with Segment, Stripe, Salesforce.

Pricing:

Starts at $500/month with scalable plans.

Which Customer Success Tool is Best for You?

Choosing the right customer success tools is a critical decision that should align with your specific business goals, customer base, and existing technology stack. There is no one-size-fits-all solution, and the “best” tool will depend on your unique needs and priorities.

Consider the following factors:

• Your customer success goals: Are you focused on churn, adoption, upsells, or satisfaction?

• Customer base size and complexity: High volume vs. high-touch clients?

• Budget: Ensure pricing aligns with your resources.

• Technology stack compatibility: Will it integrate smoothly with your current tools?

• Required features: Match tools with your highest-priority needs.

• Integration with existing tech stack: Ensure the customer success tool integrates smoothly with your existing tech stack to enhance productivity and collaboration among teams.

Some tools, like WotNot, uniquely combine automation and personalization. By using AI-powered chatbots and proactive engagement, WotNot allows businesses to automate routine interactions while delivering a personal touch.

Final Tip: Assess your needs, explore demos, and take advantage of free trials. The right tool will leverage your team, enhance customer relationships, and fuel long-term growth in 2025 and beyond.