10 essential customer success tools for 2026

Updated January 22, 2026 | 12 min read

Customer success (CS) tools help you monitor account health, spot churn, identify positive customer signals, and proactively support your customers. They bring together data about product usage, support interactions, and engagement patterns across your book of business to improve customer retention strategy.

We'll walk through what these platforms actually do, how they differ from support software, and which ones work best for growing CS teams.

What are customer success tools?

Customer success tools are software platforms that help B2B teams proactively manage customer relationships. In turn, this helps teams boost retention and increase trust with customers.

These tools track signals like product usage, support ticket volume, and engagement patterns to identify at-risk customers before they churn — or accounts that are ripe for an upsell.

Here's what customer success platforms typically do:

• Health scoring: Monitors customer behavior to flag accounts that might leave, or indicate accounts that are getting good value out of the product
• Onboarding automation: Guides new customers through setup without manual work
• Churn prediction: Spots warning signs weeks or months before customers actually cancel
• Engagement tracking: Shows which customers are active with your product and team, and which have gone quiet
• Data centralization: Pulls information from your CRM, support tickets, and product analytics into one place

The goal is simple: help customers achieve what they want with your product, so they stick around longer and buy more over time.

Customer success software vs. CRM and support platforms

People often confuse customer success platforms with CRMs and support tools because they all deal with customer data. But these tools serve different purposes.

CRMs like Salesforce and HubSpot track your sales pipeline and store contact information. Support platforms like Zendesk and Intercom handle tickets when customers report problems. Customer success software focuses on preventing problems before they happen.

Pylon is an example of an all-in-one support platform. You can manage support interactions and tickets (like Zendesk or Intercom), track post-sales relationships and proactive customer needs (like Gainsight or ChurnZero), and sync data from your CRM — all in the same system.

Typically, teams think of support tools as more reactive (customers come to you) and customer success platforms as more proactive (you reach out to customers). A platform like Pylon centralizes these, so your post-sales team is working from a single source of truth instead of switching between tools.

Why B2B teams need customer success management software

When a B2B customer churns, you lose their monthly or annual contract value, plus all the future revenue they would have generated. For a $50,000 annual contract, that's potentially hundreds of thousands in customer lifetime value walking out the door.

So customer success management software helps you spot warning signs and act early:

• A customer who hasn't logged in for 2 months might be evaluating competitors
• 5 support tickets opened in one day could signal some frustration with your product
• Usage dropping after a key team member leaves often means nobody else knows how to integrate your platform with their workflows

Customer success platforms use AI to track these signals, so your team can focus on fixing problems instead of hunting them down. You can also automate routine touchpoints like onboarding emails and quarterly business reviews, which lets a small team manage hundreds of accounts.

Essential features of modern CSM software

Not all customer success platforms offer the same capabilities. Here's what to look for when you're evaluating options.

Customer health scoring and analytics

Health scores combine multiple signals into a single metric that tells you whether a customer is getting good value out of your product or at risk of disengagement. Many teams like to include data like product logins, feature adoption, support ticket frequency, or other behaviors in custom health scores.

When an account's health score drops below your threshold, you can set up alerts for customer success managers (CSMs) or other members of the team. Teams can customize which signals matter most for them — maybe it's daily active users, seats filled, or whether specific features are adopted.

Automated playbooks and workflows

Playbooks are if-then rules that trigger actions based on customer behavior. When a customer hits day 30 without completing onboarding, the platform automatically assigns a task to their CSM or sends a check-in email.

Using automated workflows helps codify your team's best practices, so every customer gets consistent treatment. Instead of relying on each team member to remember every touchpoint, the platform handles routine follow-ups and your team can focus on planning strategic conversations.

Omnichannel communication

Many B2B customers already work in platforms like Slack or Teams. Support and customer success platforms with omnichannel support help you meet customers where they are, so they can reach out over their preferred channels instead of having to log into your support portal.

The best platforms let your team respond across all channels from one interface. Whether customers ask a question in Slack or via email, you can manage these conversations as issues in your support and customer success platform.

Integration with your tech stack

Customer success platforms should sync data from your CRM, be able to access your support data, and integrate with product analytics and customer communication platforms you use. This helps you get a full customer 360 for each account. Without connecting your customer data, you're back to manually copying information between systems.

Check which tools each platform connects with before you buy. If it doesn't integrate with your core systems, you'll spend more time on data entry than customer conversations.

10 best customer success tools for growing teams

We've put together a list of platforms for different team sizes and budgets. Some offer comprehensive features for enterprise teams, while others focus on specific capabilities like onboarding or analytics.

1. Pylon

Pylon is the modern support platform for B2B teams. It unifies support and customer success in one place, with omnichannel support so you can meet customers wherever they are (including Slack, Teams, WhatsApp, SMS, email, in-app chat, and more).

With Account Intelligence, teams can calculate custom health scores by pulling signals from support interactions, product usage, and CRM data — and use AI to flag churn risks, upsell opportunities, engagement signals, and more.

Pylon's platform also includes AI agents that can automate ticket deflection and routing, while AI assistants automatically capture feature requests from customer conversations and draft issue responses to help your team move faster.

As a shared system of record and platform for post-sales teams, Pylon helps you leverage support interactions to inform retention strategy, and use customer success context to provide personalized support for accounts.

2. Gainsight

Gainsight is a traditional enterprise platform for customer success, with comprehensive features for larger teams. It offers journey orchestration to map customer lifecycles, extensive health tracking, and integrations with most major business tools.

Gainsight works well for organizations with complex processes and dedicated teams to manage implementation.

3. ChurnZero

ChurnZero focuses specifically on reducing churn through automation. The platform provides real-time alerts when customer behavior changes, segmentation tools to group similar accounts, and in-app engagement features.

Mid-market B2B SaaS companies often choose ChurnZero when churn reduction is their primary goal.

4. Totango

Totango takes a modular approach with customizable workflows and pre-built templates. Teams can adapt the platform to their specific processes instead of conforming to rigid structures. The flexibility appeals to companies that want customer success software but have unique workflows.

5. Planhat

Planhat emphasizes data-driven customer success with strong analytics and portfolio management. The platform tracks revenue metrics alongside engagement data so you can connect customer success activities directly to business outcomes. Planhat is popular with SaaS companies in Europe and analytics-focused teams.

6. ClientSuccess

ClientSuccess offers straightforward customer success management for startups and growing teams. The platform emphasizes ease of use and quick implementation over advanced features. Teams often choose ClientSuccess when they're moving from spreadsheets to their first dedicated platform.

7. Vitally

Vitally focuses on data visibility with customizable dashboards that surface the metrics each team member cares about. The platform offers deep analytics and flexible reporting. Data-driven teams that want to build their own views instead of using pre-configured dashboards often prefer Vitally.

8. Catalyst

Catalyst includes collaboration features like shared workspaces and customer-facing portals. Your team can work together internally while giving customers visibility into their success plans and milestones. Teams that prioritize transparency often choose Catalyst.

9. Custify

Custify provides essential customer success features for small to mid-sized SaaS businesses at an affordable price point. The platform covers health scoring, automation, and basic analytics without enterprise complexity. Custify works well for teams that want customer success software on a limited budget.

10. UserGuiding

UserGuiding specializes in product adoption through in-app guides, tooltips, and onboarding flows. While not a full customer success platform, it excels at helping customers learn your product through interactive walkthroughs. Product-led growth companies often use UserGuiding alongside other customer success tools.

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How to choose customer success tools

If you're choosing customer success software based on feature lists alone, you'll often end up buying more than you actually need. Instead, start by understanding your current customer journeys and tech stack — then evaluate tools that match those needs.

Step 1: Map your customer journey

Write down the critical touchpoints where customers need support: onboarding, adoption milestones, renewal periods, expansion conversations. Note where customers typically get stuck or disengage.

Your customer journey shows you which automation capabilities actually address your bottlenecks. If customers churn during onboarding, you want strong onboarding automation. If they leave at renewal, you want early warning systems for engagement drops.

Step 2: Identify must-have integrations

List your existing tech stack: CRM, communication tools, product analytics. The customer success platform you choose has to integrate with other systems where your customer data lives, so you can centralize it.

If a platform doesn't connect with your core systems, you'll end up manually copying data between tools. That defeats the purpose of having customer success software in the first place.

Step 3: Evaluate AI and automation capabilities

Look for automated health scoring that updates in real-time, predictive churn analytics that forecast risk weeks in advance, and smart playbook triggers that launch workflows automatically. AI agents can draft follow-up emails or summarize customer sentiment so your team focuses on strategic work.

Ask vendors for specific examples of how their AI works instead of accepting vague promises about "AI-powered" features.

Step 4: Calculate ROI and total cost

Consider implementation time, training requirements, and ongoing costs beyond the subscription price. A cheaper platform that takes 6 months to implement might cost more than a higher-priced tool your team can start using immediately.

Calculate what a 5% reduction in churn or 10% increase in expansion would mean for your business. Then evaluate whether the platform can realistically deliver those results based on customer references and case studies.

Trends in customer success tools for 2026

Customer success platforms are evolving quickly, as a lot of teams automate more workflows and want better integration between their support and success functions.

AI customer success tools take center stage

AI is moving beyond basic automation to predictive signals. Some platforms have AI that can summarize sentiment across your customer interactions, identify patterns that predict churn, or flag expansion opportunities.

Small teams can now operate with the effectiveness of much larger organizations by automating the pattern recognition that used to require dedicated analysts.

Unified support and success systems

Teams are moving away from separate tools for support tickets and customer success management, often choosing unified platforms instead. When support and success teams work from different systems, critical context gets lost — support doesn't know about upcoming renewals or success doesn't see support ticket trends until it's too late.

Unified platforms create a shared system of record where support interactions inform retention strategy and customer success context helps support provide personalized help. Every customer interaction builds on shared post-sales context.

Predictive signals for proactive engagement

Modern platforms use AI to forecast churn risk and expansion opportunities weeks or months before obvious warning signs appear. Instead of reacting to health score changes after the fact, predictive signals let your team intervene early when there's still time to change the outcome.

The most effective implementations combine predictive models with automated playbooks that trigger the right intervention at the right time.

Build your customer success system for scale

The right customer success tools can completely change how your post-sales team operates by unifying scattered customer signals, automating busywork, and enabling proactive relationship management at scale.

When you're evaluating platforms, focus on your specific customer journey and integration requirements instead of getting distracted by feature lists. The best customer success software fits seamlessly into how your team already works while giving you the data and automation to do it better.

Pylon is the modern B2B support platform that offers true omnichannel support across Slack, Teams, email, chat, ticket forms, and more. Our AI Agents & Assistants automate busywork and reduce response times. Plus, with Account Intelligence that unifies scattered customer signals to calculate health scores and identify churn risk, we're built for customer success at scale.

Book a demo today.

FAQs

What is the difference between customer success software and customer support software?

Customer support software handles reactive ticket resolution when customers report problems. Customer success platforms focus on proactive relationship management to prevent churn and drive adoption before issues arise. Some modern platforms like Pylon combine both in a single platform.

How much do customer success platforms typically cost?

Customer success management software pricing varies widely based on team size and features, ranging from affordable options for small teams to enterprise pricing for comprehensive platforms with advanced analytics and automation.

Can small businesses benefit from customer success tools?

Small B2B businesses with recurring revenue models benefit from customer success software because even modest churn reduction and expansion revenue increases deliver strong ROI as you scale.

How long does customer success software implementation take?

Implementation timelines range from a few weeks for straightforward platforms to several months for enterprise systems, depending on integration complexity and data migration requirements.