The Customer Success Technology Vendors List

As a resource for the fast growing worldwide membership of the Customer Success Association, the Customer Success Technology Vendors List contains the names of all known/established providers of customer success software for CS professionals.  Each company name is also a link to their respective web sites if the company has completed the vendor listing application.  While listing here does not constitute an endorsement of a vendor or their product by the CSA, this is the best place to begin your search for Customer Success tools.

In addition to the Vendors List, the CSA also provides a more detailed list of customer success software technologies and providers.  The Customer Success Technologies Map is a listing of the elements of the technology suite that every CS team should have, together with a list of the known vendors who offer products in each functional area.  To view the Map, please log in and follow the link here or below.  To register for a free or Executive/paid membership in the Customer Success Association, please click here or use the Join the CSA link in the bottom menu.

The Customer Success Technology Vendors List

Updated: 11/9/2021

Akita          (CSMS)

AKITAAkita is a full-featured Customer Success Management platform designed to help you nurture, retain, and grow your customer base. The platform connects with over 100 of the leading Software-as-a-Service tools–from ActiveCampaign to Zuora–providing your team with one unified view of your customer data. From there, you can create customer segments, score the health of your accounts, build repeatable business processes with “Playbooks” and track the progress of your customers through custom-defined lifecycle stages. You can also track the success of your team and keep the whole organization up-to-date with Slack notifications and a two-way CRM sync.

Amity          (CSMS)




Catalyst     (CSMS)

ChurnZero  *   (CSMS)

ChurnZero 200X SMChurnZero‘s real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero (1) helps businesses understand how their customers use their product, (2) assesses their health and their likelihood to renew, and (3) gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including right inside their application.  ChurnZero customers get instant ROI as their customer success managers are immediately more productive and better informed and their users get just-in-time service from the automated playbooks.

ClientSuccess      (CSMS)

CogniSaaS   (Communications, Onboarding, Proj. Mgmt)

CompleteCSM (AI)

Custify           (CSMS)


CustomerSuccessBox       (CSMS)




Flatfile  *  (OnBoarding/Data Mgmt


Freshsuccess  * (Formerly Natero)   (CSMS)

Freshsuccess  is Customer Success Management software that helps CSMs monitor customer health, proactively address risks, and streamline customer workflows and reporting.  Freshsuccess combines a powerful customer data platform with an intuitive user interface that’s easy to use. CSMs gain more visibility into their accounts while alerts and health scoring identify potential churn, advocates, or expansion opportunities. Productivity features help Customer Success teams standardize customer journeys, automate touchpoints, and manage all of their customer-related tasks in one place.

Gainsight      (CSMS)



InSided        (Comm)


Intercom    (Comm)

Involve ai


Kilterly     (CSMS)

Klever Insight

Latviv       (CSMS)



MetaCX      (CSMS)








Perceptive AI


Planhat        (CSMS)

Precursive       (CSMS)



Rocketlane       (OnBoarding)

Rocketlane is a purpose-built customer onboarding platform that helps customer success and onboarding teams to:  *Hit their project goals  *Shorten time-to-value  *Deliver a 5-star customer experience.  Rocketlane uniquely combines project management, live document collaboration, and communication capabilities into one tightly-knit experience. The platform helps you impress your customers, hold them accountable in the journey, create comprehensive and repeatable playbooks, get on-demand visibility into onboarding status and customer sentiments, and increase the productivity of your implementation teams.   Setting your customers up for success starts with Rocketlane.  To give it a spin or book a demo, visit Rocketlane.



Skalin    (CSMS)



SmartKarrot        (CSMS)


Strikedeck / Medallia     (CSMS)


TeamSuccess  *   (CSMS)

TeamSuccess logo image with text: Team SuccessWith increasing revenue as its primary focus, TeamSuccess boldly repositions customer success software in the industry. TeamSuccess allows teams to easily monitor, automate, and streamline the customer lifecycle, creating more upsell opportunities, reducing the risk of churn, and ensuring that as customer relation­ships grow, so do contributions to the bottom line. TeamSuccess is the new customer success solution by TeamSupport, a post-sale customer support software company built specifically for the unique needs of  technology-enabled companies.  The TeamSupport suite of solutions includes TeamSupport, a leading support solution that helps solve for sophisticated client needs and fuels successful client interactions; TeamInsights, a customizable reporting and analytics dashboard; and now TeamSuccess, the first solution to fully realize the revenue potential of customer success.


The ROI Shop

Thought Industries


Totango      (CSMS)



Vanilla Forums        (CSMS)







For Customer Success Technology Vendors

(To be included in the Map with a link back to their own websites, vendors are required to have specific pages on their company websites about the use of their products by Customer Success groups.  There is no charge for a listing on this page.  For more information, please contact the Customer Success Association via the Contact form here. To apply for inclusion in the map — for all categories except CSMS — please complete the general application form.)

Link for general application form:

Link for CSMS product vendors: 


* = Customer Success Association Partners