15 Best Customer Success Tools in 2025

Customer success isn’t optional.

If you’re running a business, it should be at the top of your priority list. Not somewhere in the “nice to have” category—right up there with product development, marketing, and sales. Why? Because in today’s hyper-competitive world, customers don’t just expect great products or services. They expect results.

It’s not enough for people to buy from you. They need to succeed with what they’ve bought. Whether it’s software, a subscription service, or a physical product, customers need to get real value. Otherwise, they leave. And in an age where switching brands is easier than ever, you can’t afford to lose them.

This is where customer success comes in. It’s about making sure your customers achieve what they set out to do. Not just offering support when things go wrong but proactively guiding them to success. And the right tools make this job a whole lot easier.

I’ve put together a list of some of the best customer success tools out there. These are tools that help you keep customers engaged, automate support, provide personalized experiences, and ultimately, keep people coming back.

Go through the list, see which ones fit your business, and start integrating them. Your customers (and your revenue) will thank you.

What to Look for in a Customer Success Tool

Not all customer success tools are created equal. Before you commit to one, here’s what you should keep in mind:

1. Ease of Use: A tool should make your life easier, not harder. If you need a 3-month training course just to get started, it’s probably not the right fit.

2. Automation Capabilities: Customer success is about efficiency. The best tools help you automate onboarding, follow-ups, and customer support—so you can scale without burning out your team.

3. Integration with Your Existing Stack: A customer success tool should work with what you already use. Whether it’s your CRM, support software, or analytics platform, integration is key.

4. Personalization Features: Customers expect personalized experiences. Look for tools that allow you to tailor interactions based on user behavior, preferences, and past interactions.

5. Actionable Insights: Data is useless if you don’t know what to do with it. A great customer success tool should provide clear insights—what’s working, what’s not, and how to improve.

15 Customer Success Tools to Keep Your Customers Happy

Here are some of the best customer success tools to help your business keep customers happy, engaged and coming back to your business:

1. Chatbase

Chatbase is one of the most powerful customer success tools available. It’s easy to deploy and can transform customer interactions by making support faster, smarter, and more efficient.

In a competitive market where convenience is key, Chatbase ensures businesses stand out by providing AI-driven support that does more than just respond—it takes action. With a robust AI agent system, businesses can train chatbots using company data from PDFs, Word documents, and other formats, making support seamless and personalized.

Whether it’s automating lead collection, handling support emails, or integrating with Zapier and Make.com for advanced workflows, Chatbase goes beyond traditional chatbot solutions. Its AI Agents don’t just provide answers; they actively resolve customer issues—whether it’s resetting passwords, verifying identities, or making account changes—without requiring human intervention.

Why You Need It

• Deploys AI-powered agents trained on your business data
• Automates customer support workflows, from lead collection to issue resolution
• Integrates seamlessly with Zapier, Make.com, and other business tools
• AI Agents take real actions to solve problems, not just provide responses
• Enhances customer satisfaction by delivering hands-free, real-time solutions

Ready to help your customers succeed? → Sign up for Chatbase today.

2. ClickUp

ClickUp isn’t just a project management tool—it also offers powerful CRM-like features, making it a solid choice for customer success teams. With task automation, AI-assisted workflows, and robust integrations, it streamlines customer interactions and internal processes.

Its flexibility allows teams to customize dashboards, track customer interactions, and automate follow-ups, ensuring no opportunity slips through the cracks.

Why You Need It

• Highly customizable workflows for customer success management
• AI-powered automation to reduce manual workload
• Centralized customer data for better insights
• Seamless integrations with CRMs and support tools
• Scales with your business, from small teams to enterprises

3. Custify

Custify is a customer success platform designed for SaaS businesses, helping teams track customer health, engagement, and retention in real-time. It provides a 360-degree view of each customer, making it easy to spot churn risks and take proactive steps.

With its intuitive UI and deep integrations, Custify enables customer success managers to automate workflows, create custom health scores, and personalize outreach strategies.

Why You Need It

• Customizable customer health scores for better retention
• Automated workflows to reduce manual tasks
• Unified dashboard with key customer insights
• Easy integration with CRMs, billing, and support tools
• Helps proactively address churn risks

4. Zendesk

Zendesk is a powerhouse in customer support and success, providing businesses with a unified platform for handling tickets, live chat, and self-service options. It’s built to scale, making it a great choice for both startups and enterprises.

With automation, AI-driven insights, and multi-channel support, Zendesk ensures customers get the help they need efficiently. Its knowledge base and community forums also allow customers to find answers on their own, reducing the workload on your support team.

Why You Need It

• Streamlines customer inquiries with a centralized support system
• Automates ticketing and workflows for faster resolutions
• Offers AI-powered chat and knowledge base features
• Integrates with CRMs and other business tools
• Supports multi-channel customer engagement

5. HubSpot Service Hub

HubSpot Service Hub combines customer service, automation, and CRM functionality into one powerful suite. It enables customer success teams to track interactions, automate follow-ups, and provide personalized support at scale.

With features like shared inboxes, knowledge bases, and customer feedback tools, HubSpot ensures businesses can maintain strong relationships with their customers while continuously improving service quality.

Why You Need It

• Seamlessly integrates with HubSpot’s CRM for a 360-degree view of customers
• Automates follow-ups and support processes
• Provides in-depth customer feedback tools
• Enables self-service through a customizable knowledge base
• Helps scale customer support without increasing headcount

6. Intercom

Intercom is a customer messaging platform that blends live chat, automation, and AI chatbots to improve customer engagement. It excels in proactive messaging, allowing businesses to reach out to users before they even ask for help.

With its conversational support system, Intercom makes it easy to guide customers through product adoption, answer queries in real time, and create personalized experiences.

Why You Need It

• Enhances customer engagement with proactive messaging
• Combines live chat, automation, and AI-powered chatbots
• Provides a seamless experience across web, mobile, and email
• Offers detailed analytics to track user behavior and satisfaction
• Helps businesses scale customer success without losing the personal touch

7. Gainsight

Gainsight is a leading customer success platform designed to help businesses drive retention and growth. It provides deep insights into customer health scores, allowing teams to proactively address issues before they escalate.

By leveraging AI-driven analytics, automation, and personalized engagement strategies, Gainsight ensures customers stay engaged and satisfied throughout their journey. It’s particularly valuable for SaaS companies that rely on renewals and expansions.

Why You Need It

• Tracks customer health scores to predict churn and retention
• Automates customer outreach with personalized engagement workflows
• Provides AI-driven insights to optimize customer success strategies
• Integrates with CRMs and other customer data platforms
• Helps businesses scale customer success operations efficiently

8. ChurnZero

ChurnZero is built specifically to help SaaS businesses reduce churn and increase customer lifetime value. It connects directly with your product to analyze usage patterns and engagement, giving teams real-time insights into customer health.

With automation and in-app messaging, ChurnZero enables proactive customer engagement, ensuring customers receive support and guidance exactly when they need it.

Why You Need It

• Monitors customer behavior in real time to detect potential churn
• Automates personalized customer engagement and onboarding
• Provides usage analytics to optimize customer success strategies
• Offers in-app messaging and surveys to collect direct customer feedback
• Helps SaaS businesses improve retention and drive expansion

9. Totango

Totango is a scalable customer success platform that helps businesses of all sizes manage customer relationships effectively. It offers a modular approach, allowing companies to tailor the platform to their specific needs without overcomplicating workflows.

From onboarding to renewals, Totango provides real-time data and automation tools that ensure customers get the right support at every stage of their journey.

Why You Need It

• Provides a modular approach to customer success for flexibility
• Automates customer journeys from onboarding to renewal
• Tracks customer health with real-time analytics
• Integrates with CRMs and collaboration tools for seamless workflows
• Helps teams scale customer success efforts efficiently

10. Freshdesk

Freshdesk is an intuitive customer support and success platform designed to help teams manage customer interactions across multiple channels. It features AI-driven automation, self-service tools, and a powerful ticketing system that keeps everything organized.

For businesses looking for an affordable yet feature-rich solution, Freshdesk offers a balance between ease of use and powerful automation capabilities.

Why You Need It

• Simplifies customer interactions with a unified support system
• Automates ticketing and workflows to reduce response times
• Supports AI-powered chatbots for instant resolutions
• Offers self-service options through a knowledge base and community forums
• Provides omnichannel support, including email, chat, and social media

11. Stonly

Stonly is a unique customer success tool focused on interactive, step-by-step guides that help users solve problems independently. Unlike traditional knowledge bases, Stonly creates engaging tutorials that adapt to each customer’s needs.

This tool is especially useful for onboarding, troubleshooting, and product education, ensuring customers can find answers without waiting for support.

Why You Need It

• Enhances self-service with interactive, personalized guides
• Reduces support tickets by empowering users to solve problems on their own
• Helps with onboarding by guiding users through product features
• Works across multiple platforms, including websites, apps, and help centers
• Improves customer satisfaction by making information easily accessible

12. Planhat

Planhat is a customer success platform designed to help businesses manage customer relationships, track key metrics, and drive engagement. It offers a highly customizable dashboard, making it easy for teams to visualize customer health and take action.

With automation tools, lifecycle tracking, and AI-driven insights, Planhat helps teams proactively reduce churn and maximize customer satisfaction.

Why You Need It

• Customizable dashboards for real-time customer insights
• AI-powered analytics to predict churn and retention trends
• Automated workflows for personalized customer engagement
• Seamless integrations with CRMs and helpdesk platforms
• Scalable for businesses of all sizes

13. ClientSuccess

ClientSuccess is a customer success management tool focused on improving retention and reducing churn. It provides a unified platform for tracking customer health, automating workflows, and engaging with customers at key touchpoints.

With real-time insights and proactive engagement tools, ClientSuccess helps teams maximize customer satisfaction and lifetime value.

Why You Need It

• Customer health scoring to identify at-risk accounts
• Automated workflows for onboarding and engagement
• In-depth reporting to track customer success metrics
• Integration with CRMs and support platforms
• Helps reduce churn and increase customer retention

14. Akita

Akita is a lightweight yet powerful customer success platform that helps businesses track customer engagement, automate tasks, and manage renewals. It provides a centralized hub for customer data, making it easy to identify trends and take action.

With segmentation tools and AI-powered insights, Akita enables teams to proactively manage customer relationships and prevent churn.

Why You Need It

• Centralized customer data for easy tracking
• AI-driven insights to detect churn risks
• Automated workflows for engagement and retention
• Customizable dashboards for real-time analytics
• Integrates with CRMs, billing systems, and helpdesk tools

15. Podium

Podium is a customer interaction platform that helps businesses manage messaging, online reviews, and payments—all from a single dashboard. It enables teams to engage with customers via SMS, automate review requests, and handle transactions seamlessly.

For businesses that rely heavily on local customer engagement, Podium is a game-changer. It centralizes communication and improves the customer experience by making interactions faster and more convenient.

Why You Need It

• Consolidates customer interactions via text, webchat, and social messaging
• Automates review requests to boost online reputation
• Simplifies payment collection through text-to-pay
• Enhances local business visibility with better review management
• Streamlines lead capture and appointment scheduling

Keep Your Customers with Customer Success Tools

At the end of the day, customer success isn’t just about keeping customers happy—it’s about keeping them, period.

The tools we’ve covered can help you streamline support, improve engagement, and ensure your customers get real value from your product or service. But the real magic happens when you take action.

And if you’re looking for a versatile, all-in-one tool that can seriously level up your customer success game, Chatbase is a top recommendation.

Chatbase isn’t just another chatbot—it’s an AI-powered customer success assistant that works everywhere. Website? Check. Social media? Absolutely. Slack, WhatsApp, business apps? You name it. You can automate customer interactions, provide instant support, integrate with your favorite tools, and even build custom workflows using APIs.

Whether you need a chatbot that actually solves problems, an AI agent that takes action (not just talks), or a seamless way to handle customer success at scale, Chatbase has you covered.

So, what are you waiting for? Sign up for Chatbase today and start making customer success effortless. Your customers (and your bottom line) will thank you.