9 Must-Have Customer Success Platforms This Year

Looking for the best customer success platforms this year? Here are the top picks for 2025: Sobot, ChurnZero, Gainsight, Planhat, Totango, Freshdesk, Custify, Velaris, and Kapture CX. You see more companies using customer success software than ever—82% of organizations with over 500 employees now rely on these tools. Features like AI, omnichannel support, and automation set platforms like Sobot AI and the Sobot call center apart. When you focus on customer experience and proactive engagement, you boost retention and drive real growth.

Customer Success Platforms

What Are Customer Success Tools?

You might wonder what makes customer success tools different from the usual support software. These tools help you go beyond just fixing problems. They let you build strong customer relationships and guide your users to reach their goals. Instead of waiting for issues, you can use customer success platforms to check in with your customers, track their progress, and offer help before they even ask.

Here’s a quick look at how customer success tools stand out compared to traditional support software:

With customer success management, you get a full view of the customer journey. You can use features like customer health scores, feedback collection, and automated alerts. This helps you improve customer experience and keep your users happy.

Why Use Customer Success Software?

Customer success software gives you the power to boost customer retention and reduce churn. When you use these platforms, you can spot problems early and take action. You also get tools for customer engagement, communication, and satisfaction tracking.

Many organizations see real results after switching to customer success software. For example, companies that move from just reacting to using insights and actions see a 3% increase in net retention rate. When they focus on outcomes, that number jumps to 4%. If they reach full transformation, they can see an 11% increase.

You can use customer success software to collect feedback, manage customer communication, and track every interaction. This helps you deliver a better customer experience and build lasting customer relationships. Sobot, for example, offers all-in-one solutions that make it easy to manage every part of the customer journey, from onboarding to support.

Best Customer Success Software 2025

Top 9 Platforms List

You want to find the best customer success software for your business. Here are the top 9 platforms you should check out in 2025:

1. Sobot
   Sobot gives you an all-in-one customer success platform. You get voice/call center, live chat, chatbot, ticketing, and WhatsApp API. Sobot uses AI to help you manage customer communication across channels. Big brands like OPPO and Samsung trust Sobot to improve customer experience and customer retention. Sobot’s cloud call center has 99.99% uptime and supports global numbers. Learn more about Sobot.

2. ChurnZero
   ChurnZero helps you track customer health scores and reduce churn. You can automate tasks and get alerts when customers need attention.

3. Gainsight
   Gainsight is a popular customer success platform for large companies. It offers strong analytics and customer journey mapping.

4. Planhat
   Planhat gives you flexible dashboards and customer success tools. You can track customer data and manage renewals easily.

5. Totango
   Totango lets you build customer success programs with templates. It works well for teams that want to scale fast.

6. Freshdesk
   Freshdesk combines support and customer success features. You get ticketing, automation, and customer feedback tools.

7. Custify
   Custify focuses on SaaS businesses. It helps you automate onboarding and monitor customer health scores.

8. Velaris
   Velaris offers a simple customer success platform with easy integrations. You can track customer journeys and automate follow-ups.

9. Kapture CX
   Kapture CX brings together customer support and customer success. You get a unified view of customer interactions and analytics.

Tip: Each platform has its own strengths. Think about your team size, industry, and the kind of customer experience you want to deliver.

Selection Criteria

You might wonder how we picked these platforms as the best customer success software for 2025. Here’s what we looked for:

• High user ratings and positive reviews
• Powerful features like automation, analytics, and customer health scores
• Innovation in AI and omnichannel support
• Flexibility for different industries and business sizes
• Real results in customer retention and the ability to reduce churn
• Easy integration with your existing tools
• Strong support and training resources

When you choose a customer success platform, focus on what matters most for your business. Do you need better customer communication? Are you looking to automate tasks or track customer health scores? The best customer success software will help you reach your goals and keep your customers happy.

Comparison Table

Features Overview

You want to know what sets each customer success platform apart. Here’s a quick table to help you compare the top 9 platforms for 2025. Sobot stands out with its all-in-one omnichannel support, AI-powered automation, and global reach. You get voice, chat, ticketing, and WhatsApp API in one place. Other platforms focus on different strengths, like advanced customer health scores or flexible dashboards.

Sobot gives you a unified workspace and real-time data analytics and insights, so you can make smarter decisions and improve every customer interaction.

Use Cases

You might wonder which platform fits your business best. Here are some common use cases:

• Sobot: Great for companies needing global support, omnichannel communication, and AI-powered automation. Retail, finance, and tech brands like OPPO use Sobot to boost customer satisfaction and retention.
• ChurnZero: Best for SaaS teams focused on reducing churn and tracking customer health scores.
• Gainsight: Works well for large enterprises that need deep data analytics and insights.
• Planhat and Totango: Good for teams that want flexible dashboards and easy onboarding.
• Freshdesk: Combines support and customer success for growing businesses.
• Custify: Designed for SaaS companies that want to automate onboarding.
• Velaris and Kapture CX: Fit companies looking for simple customer journey tracking and unified support.

Companies with a strong customer success strategy can see up to a 27% drop in churn and a big jump in expansion revenue.

Pricing

Pricing can vary a lot. Here’s a quick overview:

Tip: Always check for free trials or demos before you decide. Sobot offers flexible plans to match your growth.

Platform Reviews

Sobot Voice/Call Center

You want a customer success platform that works everywhere, all the time. Sobot Voice/Call Center gives you that. You get a solution that helps you connect with customers across the globe, no matter the channel or language. Sobot stands out because it brings together voice, chat, ticketing, and WhatsApp API in one place. You can manage all your customer interactions from a unified workspace.

Here’s what makes Sobot Voice/Call Center special:

• Omnichannel Support: You can talk to your customers through voice, chat, email, SMS, and WhatsApp. Everything stays in one workspace, so your team never misses a message.
• AI-Powered Automation: Sobot uses smart bots to answer questions, route calls, and help agents work faster. You get 24/7 automated customer service, so your customers always get help when they need it.
• Global Reach: Sobot supports phone numbers in over 50 countries. You can serve customers worldwide with multilingual support capabilities.
• No-Code Implementation: You don’t need to be a tech expert. Sobot lets you set up advanced features with drag-and-drop tools.
• Advanced Analytics: You see real-time data on calls, chats, and tickets. This helps you spot trends and improve your customer success strategy.
• Intelligent Knowledge Base: Sobot’s AI connects your team to the right answers fast. You can build and update your knowledge base with ease.
• Stable and Secure: Sobot offers 99.99% uptime and encrypted data transfer. Your business stays online and your customer data stays safe.

OPPO, a global smart device leader, uses Sobot to handle huge volumes of customer inquiries. Sobot’s chatbot and ticketing system helped OPPO achieve an 83% chatbot resolution rate and a 94% positive feedback rate. OPPO also saw a 57% increase in repurchase rate after switching to Sobot. You can read more about OPPO’s story on Sobot’s website.

Ideal Users:
You’ll find Sobot perfect if you run a business with customers in different countries or need to manage lots of channels. Retail, finance, gaming, and tech companies trust Sobot to boost customer satisfaction and customer retention.

Pros:

• All-in-one platform for voice, chat, ticketing, and WhatsApp
• AI-powered automation and analytics
• Global support and multilingual capabilities
• Easy setup with no-code tools
• Proven results in customer success for brands like OPPO

Cons:

• (No shortcomings mentioned as per instructions)

---

ChurnZero

ChurnZero helps you focus on customer success by tracking customer health scores and automating engagement. You get alerts when customers need attention, so you can act before problems grow. ChurnZero works well for SaaS companies and teams that want to reduce churn.

Standout Features:

• Customer health scores and real-time alerts
• Automated workflows for onboarding and renewals
• In-app messaging and surveys
• Integrations with CRM and support tools

Ideal Users:

• SaaS businesses
• Customer success teams in B2B and B2C sectors
• Companies looking to improve customer engagement and retention

Pros:

• Easy to use for customer success teams
• Helps you reduce churn with proactive alerts
• Community involvement features lower churn rates

Cons:

• May require some setup for integrations
• Best suited for SaaS and subscription businesses

---

Gainsight

Gainsight is a top choice for large companies that want deep insights into customer success. You get powerful analytics, customer journey mapping, and advanced AI features. Gainsight stands out with its integrations and real-time sync with Salesforce.

Ideal Users:

• Enterprises with complex customer journeys
• Teams that need advanced analytics and integrations

Pros:

• Deep analytics and reporting
• Real-time data sync with Salesforce
• AI-powered insights for customer success

Cons:

• Can be complex for small teams
• Higher price point for enterprise features

---

Planhat

Planhat gives you flexible dashboards and tools for customer success. You can track customer data, manage renewals, and automate tasks. Planhat works well for teams that want to customize their workflows.

Standout Features:

• Customizable dashboards
• Customer journey tracking
• Automated workflows
• Integration with popular CRMs

Ideal Users:

• SaaS companies
• Customer success teams that want flexibility
• Businesses focused on renewals and expansion

Pros:

• Easy to set up and use
• Flexible for different business needs
• Good for tracking customer health scores

Cons:

• Some advanced features may need extra setup
• Best for teams that want to build their own processes

---

Totango

Totango helps you build customer success programs fast. You get templates for onboarding, engagement, and renewals. Totango works well for teams that want to scale quickly.

Standout Features:

• Pre-built templates for customer success journeys
• Automated customer engagement
• Health scoring and segmentation
• Integration with CRM and support tools

Ideal Users:

• Fast-growing SaaS companies
• Teams that want to launch customer success programs quickly

Pros:

• Quick setup with templates
• Good for scaling customer success teams
• Easy to segment and score customers

Cons:

• May lack some customization for advanced users
• Works best for teams that want speed over complexity

---

Freshdesk

Freshdesk combines customer support and customer success features. You get ticketing, automation, and feedback tools. Freshdesk is popular with small and medium businesses.

Ideal Users:

• Small and medium businesses
• Teams that want simple support and customer success tools

Pros:

• Easy to use and set up
• Combines support and customer success in one platform
• Good for ticketing and basic automation

Cons:

• Automation and reporting are more basic than some competitors
• User ratings are lower compared to advanced platforms

---

Custify

Custify focuses on customer success for SaaS companies. You get tools for onboarding, customer health scoring, and automation. Custify helps you spot at-risk customers and reduce churn.

Ideal Users:

• SaaS startups and small businesses
• Teams that want to automate onboarding and track customer health scores

Pros:

• Strong onboarding automation
• Detailed customer health metrics
• Easy to set up alerts for customer success teams

Cons:

• May not have all features for large enterprises
• Focuses mainly on SaaS use cases

---

Velaris

Velaris offers a simple and effective customer success platform. You get structured roles, onboarding resources, and continuous improvement tools. Velaris helps you train customers and support them from day one.

Ideal Users:

• Teams that want simple customer success tools
• Businesses focused on onboarding and training

Pros:

• Easy onboarding and training resources
• Structured roles for clear communication
• Good for continuous improvement

Cons:

• May lack advanced analytics
• Works best for small and mid-sized teams

---

Kapture CX

Kapture CX brings together customer support and customer success. You get a unified view of customer interactions and analytics. Kapture CX works well for teams that want to manage support and success in one place.

Standout Features:

• Unified dashboard for support and customer success
• Analytics and reporting tools
• Integration with CRM and other business systems

Ideal Users:

• Support teams that want to add customer success features
• Businesses looking for unified customer management

Pros:

• Combines support and customer success
• Easy to use dashboard
• Good analytics for tracking customer interactions

Cons:

• May not have all advanced customer success features
• Best for teams that want simplicity

---

Tip: When you choose a customer success platform, think about your team size, the channels you use, and the kind of experience you want to deliver. Sobot gives you a complete solution for global, omnichannel customer success. Other platforms offer strengths in automation, onboarding, or analytics. Pick the one that matches your business goals and helps you build strong customer relationships.

Building Your Customer Success Stack

Key Selection Factors

Choosing the right customer success stack can feel overwhelming. You want tools that fit your business and help your team work smarter. Start by looking at your goals. Do you want to improve customer onboarding or track customer health scores? Make a list of must-have features. Think about automation, reporting, and customer journey tracking.

Integration matters. Your customer success software should work with your CRM, help desk, and other tools. Scalability is key. Pick a platform that grows with you. If you plan to expand into new markets, global support and multilingual features will help.

Tip: Ask your team what they need most. Sometimes, a simple dashboard or easy setup makes all the difference.

Matching Tools to Business Needs

Every business is unique. You might run a retail store, a SaaS company, or a global brand. Your customer success strategies should match your industry and customer base. If you handle lots of support tickets, look for automation and unified workspaces. For SaaS, focus on customer insights and health scores.

Use a table to compare your options:

You want your customer success stack to make life easier for your team and your customers.

Sobot for Omnichannel Success

Sobot stands out when you need a flexible customer success stack. You get voice, chat, ticketing, and WhatsApp API in one platform. Sobot’s AI-powered automation helps you handle customer onboarding, support, and engagement across channels. You can track every interaction and get customer insights in real time.

Sobot’s omnichannel solution lets you manage customer success strategies for retail, finance, gaming, and more. The OPPO case shows how Sobot boosts efficiency and satisfaction. OPPO used Sobot to automate responses, improve knowledge base management, and increase repurchase rates. You can read their story and see how Sobot’s customer success stack delivers results.

If you want a platform that grows with you, Sobot offers global support, easy integration, and strong analytics. You can build a customer success stack that fits your needs and helps you deliver great experiences.

---

Choosing the right customer success platform can change how you connect with your customers. You saw how top picks like Sobot help you track customer health scores and improve every step of the journey. Use the tips and tables in this guide to build your perfect stack. Ready to get started? Explore Sobot’s features or try a free demo today!

FAQ

What is a customer success platform?

A customer success platform helps you manage customer relationships. You can track customer health, automate tasks, and improve retention. Tools like Sobot let you connect with customers across channels and boost satisfaction.

How do I choose the best customer success software?

Start by listing your needs. Look for features like automation, analytics, and omnichannel support. Sobot offers all-in-one solutions that fit many industries. Always try a demo before you decide.

Can Sobot integrate with my existing tools?

Yes! Sobot makes integration simple. You can connect it with your CRM, help desk, and other business systems. This helps you keep all your customer data in one place.

Does Sobot support global customer service?

Absolutely. Sobot gives you access to phone numbers in over 50 countries. You can serve customers worldwide with multilingual support and a stable cloud call center.

Why should I use customer success software instead of just a help desk?

Customer success software lets you work proactively. You can spot issues early, automate follow-ups, and build stronger relationships. Platforms like Sobot help you go beyond support and drive real growth.

See Also

Best Customer Service Tools to Use in 2024

Leading Voice of Customer Solutions for 2024

Comparative Review of Voice of Customer Software

Explore 12 Live Chat Applications for Shopify Growth

Best Reviewed Contact Center Solutions for 2024