Customer Success & Retention Tools

Update AI is a customer success automation platform that uses cutting-edge AI technology to help teams automate workflows and improve customer engagement.

Dock is a platform companies use to collaborate with their customers. Built for mid-market B2B companies with dedicated sales and customer success teams, Dock brings together buyer collaboration, content management, and learning in one unified platform.

Intellum LMS is the only AI-first learning management system with a proven history of enterprise-level deployment. For more than twenty-five years, Intellum has built tools that help organizations connect knowledge to results.

Thinkific Plus is an enterprise-grade learning platform designed to help organizations scale education for customers, partners, and employees with robust infrastructure, security, and full compliance.

Skilljar is a learning management platform designed to assist organizations in delivering external training to customers, partners, and other audiences. It enables the creation, management, and distribution of training content including courses, certifications, and assessments.

Northpass is a leading customer education platform that was acquired by Gainsight in July 2023. It helps mid-market and enterprise companies create engaging and effective digital customer education programs.

EduMe is a cloud-based learning management system (LMS) designed specifically for frontline workers, emphasizing simplicity, speed, and scalability through mobile-first training delivery.

Userlane is a digital adoption platform that empowers employees and customers to work with any software instantly without IT training or prior knowledge by providing on-screen, step-by-step guidance.

Custify is an AI-powered customer success management platform for SaaS teams that provides churn risk prediction, automated playbooks, and customer health insights with CustifyAI capabilities.

Vitally is a Customer Success Platform (CSP) specifically designed for maximizing productivity, visibility, and collaboration. It unifies customer data from tools like CRMs, product analytics, billing, and support with day-to-day CS work management.

CommandBar is an in-app command interface that understands user intent, powered by Cohere's semantic search capabilities. It delivers fast and accurate retrieval of relevant information within SaaS applications.

Chameleon is a platform focused exclusively on product adoption that integrates seamlessly with other important business tools. It is designed to help businesses deliver better customer experiences through in-app engagement and guides customers through product updates.

Intro.js is a lightweight, open-source JavaScript library for creating step-by-step user onboarding tours and product guides. It is highly customizable and can be used to create onboarding flows including modals, tooltips, and popovers.

Userflow is a flexible onboarding and product adoption tool designed to help businesses create and deploy in-app experiences that guide customers through their product journey without requiring coding.

Stagebase is a customer success engagement platform that helps CS managers win at every stage, from onboarding and adoption to engagement and renewals by automating customer communication and providing real-time insights.

OnRamp is a digital customer onboarding platform that accelerates revenue by delivering value faster through an intelligent onboarding engine with agentic AI.

Rocketlane is a professional services automation platform designed to accelerate customer onboarding and improve project profitability.

GuideCX is client onboarding software designed to streamline customer handoff and implementation between sales and operations.

Arrows is the customer onboarding platform for HubSpot and Salesforce that delivers structured onboarding plans with real-time progress visibility.

Dock is the revenue enablement platform providing Buyer & Customer Workspaces, Sales Content Library, Order Forms with e-Signature, and Security Profiles with NDA functionality for customer success and onboarding.

Update AI is an AI customer intelligence engine that helps customer success teams with meeting intelligence and customer insights, offering call summary assistance and voice of customer analytics.

Zendesk is an AI-first service platform powered by self-learning AI agents and the Zendesk Resolution Platform used for customer success and support operations, helping organizations identify at-risk customers and compile robust customer profiles.

HubSpot Service Hub is a customer service platform offering omnichannel support, helpdesk ticketing, knowledge base, and AI-driven features with four main pricing tiers: Free, Starter, Professional, and Enterprise.

Salesforce Service Cloud is built on the Salesforce Customer Success Platform and provides a 360-degree view of customers, enabling delivery of smarter, faster, and more personalized services across any channel and device.

SmartKarrot is a cloud solution for Customer Success & Account Management founded in 2018 and based in Frisco, Texas. It allows teams to manage Customer Growth spanning onboarding, adoption, operations, engagement, retention, CX, and revenue growth with focus on intelligence and automation.

UserIQ is a customer success platform based in Atlanta that helps uncover health insights, predict user hurdles and simplify account management for SaaS companies with usage tracking, data segmentation, and engagement tools.

Gainsight CC (formerly inSided) is a custom-branded online hub where customers can ask questions, learn from peers, explore product updates, and influence product direction. Gainsight acquired inSided in 2022 to enhance its customer success platform.

Froged is an omnichannel platform for customer service powered by AI and real people. It combines benefits of AI and human expertise to drive growth at every touchpoint of the customer journey, covering customer support and success.

Skalin is a next-generation customer success platform that prevents churn with AI. It is customer success software for startups to scale and grow, providing an all-in-one customer relationships platform.

Sturdy is an AI-driven customer intelligence platform that serves subscription-based businesses by consolidating customer data, detecting churn risks, and automating actions to improve retention and revenue growth.

Cust.co is an AI-powered platform designed for elite customer success teams. It is an autonomous customer success platform that makes high-touch customer experiences possible for smaller customer segments through AI agents.

Akita is an innovative customer success management platform that helps businesses nurture, retain, and grow their customer base by eliminating churn and maximizing retention and revenue from existing customers.

Velaris is an AI-native customer success platform built for mid-market and enterprise B2B SaaS, AI, and recurring revenue companies looking to scale customer success with confidence.