6 Best Customer Success Management Tools That Will Help You Grow Your Business

Do you feel your customer success team is not as effective as possible? Are you looking for the best tools to take your customer success initiatives up a notch and help grow your business? In this blog post, we’ll be going over some of the best customer success management tools available on the market today. 

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Overview of Customer Success Management

Customer Success Management ensures customers get the most value from products or services. Businesses invest in tools to monitor the customer journey, gather insights for product development, and focus on customer-centric initiatives. 

These tools analyze customer behavior, track usage patterns, and identify areas needing support. Using this data, businesses can engage customers effectively and create strategies for their success. 

A business’s success, especially in prioritizing customer satisfaction, relies on efficiently managing and improving the customer experience.

What is a Customer Success Management tool?

Customer Success Management tools are digital solutions designed to help businesses achieve better customer outcomes. They provide a centralized location for tracking customer data and communication, allowing businesses to understand their customers and needs better. These tools provide customer success teams with the information they need to engage with customers more meaningfully, resulting in increased customer satisfaction and loyalty.

These tools help businesses automate tasks, saving time and resources to build better customer connections. Regardless of whether you’re a fledgling startup or a sizable corporation, incorporating Customer Success Management tools is essential for any business aiming to elevate customer engagement and foster customer success.

The importance of customer success management

Customer success management plays a crucial role in today’s business landscape. Here are some key reasons why customer success is important:

  • Promotes Customer Satisfaction and Retention: Customer success managers ensure customers have a positive experience with a brand’s product or service. By addressing their needs and providing personalized support, customer success teams help foster customer satisfaction, which leads to higher retention rates.
  • Reduces Churn: Customer churn measures how quickly customers discontinue using a product or service. Effective customer success management can significantly reduce churn by proactively identifying and resolving issues that may lead to customer dissatisfaction or disengagement.
  • Drives Revenue: Customers who are content and pleased are more inclined to transform into loyal advocates for a brand. They are more inclined to renew their subscriptions, make repeat purchases, and even refer new customers. Businesses can drive revenue growth by focusing on customer success through increased customer lifetime value.
  • Enhances Customer Relationships: Customer success managers establish personal and ongoing customer relationships. This level of engagement helps build trust and loyalty, leading to stronger customer relationships. Customer success managers can enhance the connection between the customer and the brand by grasping their customers’ objectives and challenges and offering customized solutions and support.
  • Improves Product Development: Customer success teams gather valuable insights from customer feedback and interactions. This feedback helps businesses identify areas for improvement and informs product development strategies. By grasping the needs and challenges faced by customers, businesses can consistently improve their products and services to better align with customer expectations.

Choosing the right customer success management software

When choosing the right customer success management (CSM) software for your business, there are several factors to consider. Here are some key factors to keep in mind:

  1. Features and Functionality: Assess the features and capabilities of the CSM software. Look for features such as customer onboarding, proactive customer monitoring, health scoring, task management, reporting and analytics, and integration with other systems like CRM or support platforms. Consider which features align with your business needs and will help you effectively manage and engage with your customers.
  2. Scalability: Think about whether the CSM software can grow with your business. Make sure it can handle more customers and data without slowing down.
  3. User-Friendliness: Check how easy it is to use the CSM software. It should be simple and user-friendly so your team can use it without much training or technical knowledge.
  4. Integration Capabilities: Evaluate the level of integration between the CSM software and your current systems and tools, such as CRM, support platforms, marketing automation, or communication tools. Seamless integration can streamline workflows and provide a holistic view of customer data across different departments.
  5. Customization Options: Consider if the CSM software allows customization to match your unique business processes and requirements. Search for adjustable configurations, fields that can be customized, and the capability to personalize the software according to your specific requirements.
  6. Analytics and Reporting: Analytical capabilities are important for tracking customer health, identifying trends, and gaining insights into customer behavior and engagement. Make sure the CSM software has strong analytics and reporting. This helps track different metrics to ensure customer success. Furthermore, you will gain valuable insights into how well your success strategies work.
  7. Security and Data Privacy: Customer data security is of utmost importance. Evaluate the security measures implemented by the CSM software provider, such as encryption, access controls, and compliance with data protection regulations like GDPR.
  8. Customer Support and Training: Consider the level of customer support and training provided by the CSM software vendor. Look for resources such as documentation, tutorials, and responsive customer support to ensure that you can effectively leverage the software and address any issues or questions that may arise.
  9. Pricing and ROI: Evaluate the pricing structure of the CSM software and consider the return on investment (ROI) it can provide. Look for pricing models that align with your budget and consider the value the software can bring to your business regarding increased efficiency, improved customer satisfaction, and revenue growth.

The Key features of Customer success management tool

Customer success management (CSM) tools offer a range of features to help businesses effectively manage and engage with their customers. Here are key features commonly found in CSM tools:

  • Customer Onboarding: CSM tools provide features to streamline the customer onboarding process. This includes creating customized onboarding plans, tracking progress, and automating tasks to ensure a smooth transition for new customers.
  • Customer Health Monitoring: These tools allow businesses to monitor customer engagement. This includes tracking metrics such as product usage, adoption rates, customer satisfaction scores, and any other relevant data to assess the overall health of each customer relationship.
  • Task and Workflow Management: Customer success management tools offer task management capabilities to help teams stay organized and ensure timely follow-ups with customers. Features may include assigning tasks, setting reminders, and tracking task status to ensure all necessary actions are taken to drive customer success.
  • Communication and Collaboration: Many tools for customer success management provide communication and collaboration features to facilitate seamless interactions between customer success managers and customers. This may include email integrations, in-app messaging, and shared document repositories for easy communication and information sharing.
  • Reporting and Analytics: Some CSM tools with strong reporting and analytics measure customer success. This enables businesses to understand customer behavior, recognize patterns, and make data-based decisions to enhance strategies for ensuring customer success.
  • Customer Segmentation: These tools often include customer segmentation capabilities, allowing businesses to categorize customers based on various criteria such as industry, size, or product usage. This segmentation lets companies personalize their approach and deliver targeted customer success initiatives.
  • Customer Feedback and Surveys: CSM tools may have built-in features for collecting customer feedback and conducting surveys. This enables businesses to directly gather customer feedback, pinpoint areas for enhancement, and proactively take steps to meet customer needs and preferences.
  • Integration with other systems: These tools often integrate with key business systems such as CRM, support platforms, or marketing automation tools. This integration ensures a seamless flow of customer data across different departments, providing a holistic view of the customer and facilitating coordinated efforts to drive success.
  • Customer Success Analytics: Some customer success management tools offer advanced analytics capabilities specifically focused on customer success. These features can analyze customer behavior, usage patterns, and product performance to provide actionable insights for improving customer success initiatives.

6 Best Customer Success Management Tools


If you’re looking for a powerful and data-driven tool to improve your customer success management, ChurnZero may be your need. The platform offers a range of essential features for customer success teams, including tools to help you understand your customers, communicate with them, and automate various processes. For instance, you can use ChurnZero to segment user data for analytics, customize in-app messages and walkthroughs, and collect customer feedback with surveys. 


With ChurnZero, customer success managers also have access to health scores that can help them track customer progress, identify areas where customers may be getting stuck, and take action to improve success rates. As a result, it’s easy to see why ChurnZero users value the platform’s ability to provide actionable insights to support customer success.

Key Features:

  • Customer Insights
  • Onboarding
  • Product Adoption


Zendesk has emerged as a prominent figure in cloud-based customer support software, offering a holistic solution for businesses aiming to streamline their tools for managing customer success. This is largely due to their exceptional help desk ticketing system, which allows you to create different types of support requests customized to meet your customers’ needs. A notable aspect of the system is its capacity to incorporate personalized fields into your forms, enabling you to gather essential data for addressing customer concerns.


But even if tickets aren’t your preferred method of resolving customer problems, Zendesk still offers many other options, including live chats, social media integrations, and knowledge base maintenance. With many features and beyond, Zendesk stands out as the preferred solution for businesses aiming to enhance their customer service performance.

Key Features:

  • Zendesk Support
  • Zendesk Support Suite
  • Zendesk Chat 
  • Zendesk Explore
  • Zendesk Guide
  • Zendesk Sell 
  • Zendesk Gather
  • Zendesk Sales Suite

Pricing Plan:


  • Suite Team: $55 per agent/month 
  • Suite Growth: $89 per agent/month
  • Suite Professional: $115 per agent/month
  • Suite Enterprise 


  • Suite Team: $69 per agent/month 
  • Suite Growth: $115 per agent/month
  • Suite Professional: $149 per agent/month
  • Suite Enterprise  

Help Scout

In delivering top-notch customer service, having the appropriate tools within reach can significantly impact the outcome. That’s where customer success management tools like Help Scout come in handy. With its streamlined platform, Help Scout offers a simple yet effective way for teams to manage their customer conversations from one central hub. This helps ensure that messages are organized and easy to track, leading to more timely and effective responses. 


In addition to its user-friendly interface, this tool also offers handy features like inbox organization and task automation, which help teams to be even more productive. All of these features make Help Scout an amazing choice for teams who want to improve their customer relationships quickly and efficiently.

Key Features:

  • Shared Inbox
  • Knowledge Base
  • Customer Management
  • Live Chat
  • Reporting
  • Workflows

Pricing Plan:


  • Standard: $25/mo
  • Plus: $50/mo
  • Pro: Annual only


  • Standard: $20/mo
  • Plus: $40/mo
  • Pro: $65/mo


As a well-known marketing solutions provider, HubSpot is also a leader in offering robust customer success management tools. HubSpot Service Hub is an all-in-one customer success platform with a ticketing system for handling customer requests. One key feature is the ability to associate tickets with CRM records, providing an optimal method of managing support tasks across client bases. 


Everybody on your team can stay aligned with Service Hub’s efficient customer service practices. By utilizing features such as feedback management and performance metrics, you can assess the effectiveness of your current customer service operations. With these tools at your disposal, HubSpot Service Hub can quickly help you improve your customer service best practices.

Key Features:

  • Knowledge Base
  • Omni-channel Messaging
  • Live Chat
  • Customer Portal

Pricing Plan:

  • Professional: $450/month
  • Enterprise: $1200/month


Customer success management (CSM) is essential in the fast-paced business world to retain customer loyalty and drive growth. Totango, a leading CSM provider, presents itself as the industry’s only “Composable Customer Success platform.” Its unique approach to CSM offers businesses scalability and retention as top priorities. 


The platform helps companies build the software they need with the features they want, providing real-time health reports, risk alerts, and specified engagement opportunities to monitor the status of their customers. With customizable workflows and key performance indicators (KPIs), Totango empowers customer success teams to work efficiently, improve customer satisfaction, and boost revenue. 

In delivering top-notch customer service, having the appropriate tools within reach can significantly impact the outcome.

Key Features:

  • Workflows and automation
  • Custom triggers
  • Reporting and dashboards
  • Omnichannel customer data transfer
  • Customizable templates

Pricing Plan:

  • Starter: $2,988 per year
  • Enterprise: $18,000 per year
  • Premier: Contact Totango

Zoho Desk

If you’re looking to take your customer service operations to the next level, Zoho Desk is your solution. Zoho Desk is a dedicated customer service help desk software that empowers businesses to improve their productivity and leave a lasting impression on their customers. With built-in intelligence and automation capabilities, this tool provides agents with more accurate information and proactive recommendations, helping them respond faster and more efficiently to customer requests. 


And the best part? Setting up and integrating seamlessly with all the major CRM systems is incredibly easy. With Zoho Desk, you get tools to manage customer requests, boost efficiency, and make customers happier and more loyal. 

Key Features:

Pricing Plan:


  • Standard: $20/mo
  • Professional: $35/mo
  • Enterprise: $50/mo


  • Standard: $14/mo
  • Professional: $23/mo
  • Enterprise: $40/mo

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Frequently Asked Question

Can I integrate a customer success management tool with other business systems?

Yes, most customer success management tools offer integration capabilities with other business systems, such as CRM platforms, support ticketing systems, and marketing automation tools. It’s important to check the compatibility and available integrations before selecting a tool.

Do I need technical expertise to use these customer success management tools?

While some customer success management tools may require a basic understanding of software systems, the ones listed prioritize user-friendliness. They often come with intuitive interfaces and provide resources like training materials and customer support to help users navigate the tools effectively.

Are these tools cloud-based or on-premises solutions?

Most customer success management tools today are cloud-based, offering the advantage of accessibility from anywhere with an internet connection. This eliminates the need for complex on-premises installations and allows seamless team collaboration.

Final Word

After researching and analyzing various CSM tools, we have compiled a list of the six best tools to help you take your business to new heights. These tools offer features such as analytics, automation, and customer engagement, which can empower you to deliver a top-notch customer experience and boost customer retention. 

Implementing these CSM tools can be a game-changer for any business looking to grow and thrive in the increasingly competitive market.