20 Best Software & Tools for Customer Success Managers in 2025

Finding the right software and tools is crucial for customer success managers, as it can greatly impact their ability to streamline workflows, analyze customer data, and provide personalized support. With so many options available, ranging from automation tools to data analytics platforms, it’s definitely worth exploring to find what works best. The goal is to make customers happy, and having the right tech can make a significant difference for a manager.

By investing time in researching and finding the right fit, customer success managers can better understand their customers’ needs and tailor their approach to meet those needs, ultimately leading to stronger relationships and improved outcomes. Effective use of technology enables customer success managers to work more efficiently, respond to customer issues promptly, and consistently deliver high-quality support.

Customer Success Tool Can Transform Your Workflow

Customer success platforms are a game-changer for streamlining workflows and tasks, making it easier for managers to stay on top of their duties. By leveraging data analytics tools, customer success managers can gain valuable insights into customer behavior and trends, which informs their strategy and helps them make data-driven decisions. Automation software is also a key player, as it saves time and reduces errors by taking care of routine tasks. When it comes to building strong relationships with customers, personalized support tools are crucial – they enable managers to tailor their approach to each customer’s unique needs, leading to increased engagement and satisfaction.

Our 20 Favorite Tools for Customer Success Managers in 2025:

1. Gainsight – Best for Enterprise CS Management
   Gainsight is the gold standard for enterprise customer success, offering detailed health scoring, automated playbooks, powerful reporting, and deep CRM integrations.

2. ChurnZero – Best for SaaS Companies
   ChurnZero provides real-time customer insights, in-app messaging, onboarding automation, and usage alerts to help CSMs reduce churn proactively.

3. Totango – Best Modular CS Platform
   Totango offers flexible modules that let teams scale customer success operations as they grow, supporting customer journey mapping, task automation, and built-in success playbooks.

4. Planhat – Best UI and Reporting Combo
   Planhat combines clean design with advanced analytics, helping CSMs track KPIs, customer engagement, and recurring revenue metrics all in one place.

5. Salesforce – Most Powerful CRM
   Salesforce remains the most robust CRM on the market, providing a 360-degree view of customers and aligning Sales and Success teams.

6. HubSpot CRM – Best for Mid-Market and SMBs
   HubSpot offers solid automation features, pipeline visibility, and strong integrations, ideal for smaller or mid-sized customer success teams.

7. Zoho CRM – Best Budget-Friendly Option
   Zoho is an affordable, customizable solution for CS teams looking to track accounts, manage workflows, and generate reports without breaking the bank.

8. Userlane – Best for In-App Onboarding
   Userlane allows you to build interactive onboarding experiences directly within your product, helping users get value quickly without developer involvement.

9. Whatfix – Best for Product Adoption
   Whatfix offers guided walkthroughs, tooltips, and engagement analytics to help drive user adoption and support a seamless onboarding experience.

10. WalkMe – Best for Complex Enterprise Training
    WalkMe is a digital adoption platform built for large enterprises with complex interfaces, enabling guided experiences, user behavior tracking, and onboarding at scale.

11. Zendesk – Best for Customer Support Integration
    Zendesk is a leading help desk platform that integrates well with CS tools, helping CSMs track support issues and ensure high-quality customer experiences.

12. Freshdesk – Best for Budget-Conscious Teams
    Freshdesk offers core ticketing and support features at an affordable price, with automation and reporting tools that work well for lean CS teams.

13. Intercom – Best for Customer Messaging
    Intercom blends support, onboarding, and proactive messaging into a single interface, allowing CSMs to use it for lifecycle emails, in-app guidance, and customer check-ins.

14. Delighted – Best for Simple NPS Surveys
    Delighted lets you send quick NPS, CSAT, or CES surveys and visualize results in easy-to-understand dashboards, ideal for fast feedback loops.

15. SurveyMonkey – Best for Custom Customer Feedback
    SurveyMonkey provides customizable survey templates, branching logic, and analytics, great for CS teams that want deeper insight into customer needs.

16. Qualtrics – Best for Enterprise Feedback Programs
    Qualtrics supports large-scale customer experience research with advanced data collection, segmentation, and reporting features.

17. Pendo – Best for Product Usage and Engagement
    Pendo combines product usage tracking with in-app communication tools, allowing CSMs to identify low-engagement users and guide them to valuable features.

18. Mixpanel – Best for Behavioral Analytics
    Mixpanel helps teams understand customer behavior through funnels, cohorts, and retention reports, ideal for driving product-led customer success.

19. Heap – Best for Automatic Event Tracking
    Heap auto-tracks user interactions in your product without requiring manual tagging, offering fast insights into user engagement.

20. Loom, Calendly, Notion – Best Daily Productivity Tools

    • Loom allows you to record quick walkthroughs or personal updates for clients.

    • Calendly eliminates scheduling friction with simple booking links.

    • Notion helps centralize playbooks, FAQs, and customer documentation.