The best software for improving customer success gives one team one view of account health, product use, support history, renewals and expansion signals. Most dedicated customer success platforms in this list use quote only pricing, so budget planning needs a sales conversation and a clear account count. Odie starts at $500 per month and HubSpot Service Hub starts at $10 per seat per month, which makes them the clearest entry points in this comparison.
We compared 8 options for best software for improving customer success. Each profile below lists the price, free plan, pros and cons as published by the company.
On this page
Best software for improving customer success: comparison table
Swipe the table sideways on a phone to see every column.
| # | Name | Best for | Starting price | Free plan / trial | Link |
|---|---|---|---|---|---|
| 1 | Gainsight | Large B2B teams with complex portfolios | quote only | No | Visit |
| 2 | ChurnZero | Mid-market SaaS teams focused on retention | quote only | No | Visit |
| 3 | Vitally | B2B SaaS teams that want fast setup | quote only | Free trial | Visit |
| 4 | Planhat | Teams that want CRM, success and services in one place | quote only | No | Visit |
| 5 | Custify | Early-stage B2B SaaS teams on a smaller budget | quote only | No | Visit |
| 6 | ClientSuccess | Mid-size SaaS teams that want a lighter enterprise option | quote only | No | Visit |
| 7 | Odie | Post-sales teams that want AI-guided account work | $500 per month | No | Visit |
| 8 | HubSpot Service Hub | Small teams that already use HubSpot | $10 per seat per month | Yes | Visit |
The 8 best best software for improving customer success, in detail
Gainsight
Best for: Large B2B teams with complex portfolios
Gainsight is the best known name in this list, and it fits teams that manage many accounts with different owners, contract dates and product use patterns. Its Customer 360 view brings account records, health scores, playbooks, success plans, dashboards and surveys into one workspace. The platform also includes Journey Orchestrator for automated outreach and a Renewal Center for forecasting.
- The trade off is size and cost of setup.
- Gainsight lists Essentials and Enterprise plans on its pricing page, with 10 full users in Essentials and 20 full users in Enterprise, plus 100 custom
- Viewer licenses are unlimited in both plans.
- Gainsight does not publish a price, so ask for a written quote that states the included users, the included customer records, the modules, the term an
Pros
- Wide set of customer success modules in one platform
- Health scorecards, playbooks and renewal tools are included in the plan structure
Cons
- No public price, so budgeting needs a sales quote
- Essentials includes 10 full users, which can limit larger teams without an upgrade
ChurnZero
Best for: Mid-market SaaS teams focused on retention
ChurnZero is built for digital subscription businesses where engagement is the main signal of retention. It combines dynamic health scores, relationship scores, forecasting, reporting and trend tracking in one place, and it adds Customer Success AI features for account insight. A team can set alerts for falling use, missed onboarding steps or a close renewal date, then act from the same account record.
- ChurnZero is a good fit when your main problem is churn in a mid-market portfolio, and when you want in-app engagement as well as email outreach.
- The platform is designed around customer accounts rather than individual end users, so you should confirm how many accounts are included in your quote
- Because the vendor does not publish a price, ask for the account limit, the automation limits, the integration list and the contract term in writing,
Pros
- Health and relationship scores with real-time alerts
- In-app messaging and email campaigns sit beside account data
Cons
- No public price on the vendor pricing page
- No free plan, so evaluation needs a demo and a sales conversation
Vitally
Best for: B2B SaaS teams that want fast setup
Vitally is a customer success platform for B2B SaaS teams that want a clear view of account health without a long enterprise rollout. It brings product use, support activity, CRM data and custom traits into account views, and it lets teams build health scores, segments, playbooks and alerts from that data. A manager can see which accounts use key features, which have stalled in onboarding and which need a check in, then run the next step from the same screen.
- The vendor pricing page centres on a demo and a trial sandbox rather than a price list, so you will need a scoped quote.
- Ask how many customer accounts are included, how many user seats are included, what counts as an extra seat and whether onboarding is included.
- Check the integrations for your CRM, your support tool and your product analytics tool before you commit, and test health scores in the trial sandbox
Pros
- Trial sandbox lets teams test with their own data
- Health scoring and workflow automation are built for product-led SaaS teams
Cons
- No public price on the vendor pricing page
- Pricing is scoped by account volume, so a quote can change as accounts grow
Planhat
Best for: Teams that want CRM, success and services in one place
Planhat takes a wider view than a success only tool. It offers a CRM, a customer success platform and a professional services automation option, so sales, success and services teams can work from shared account records. That can help when handoffs between sales and success are messy, or when services work affects renewal timing.
- The platform includes Customer 360 views, health scores, playbooks, tasks, alerts and real-time analytics, plus project tools for services teams.
- The pricing page explains the model without giving a dollar figure.
- Pricing combines a platform fee and a minimum number of core users, with extra charges for additional core users and solution extensions.
- Core users have full edit access, while view users have full view access, and all plans include unlimited view users.
Pros
- Combines CRM, customer success and professional services data
- Unlimited view users are included on all plans
Cons
- No public price on the vendor pricing page
- Plans are billed annually upfront, which raises the first commitment
Custify
Best for: Early-stage B2B SaaS teams on a smaller budget
Custify is a customer success platform for B2B SaaS teams that want the core work covered without an enterprise contract. It offers a Customer 360 view, segmentation, customer lifecycle tracking, health scores, custom alerts, task management, automation and playbooks, plus integrations with CRM, support and billing systems. A small team can spot a customer stuck in onboarding, a trial that is about to end or an account with falling use, then send outreach from inside the tool.
- The vendor pricing page describes features and concierge onboarding without a price list, so you will need a quote.
- Custify states that it does not charge setup fees, and that it offers in-app and email support, with data stored in secure data centres in Germany.
- Ask for the included user seats, the included account count, the integration list and the onboarding steps, and ask how health scores are built and ch
Pros
- Customer 360, health scores and lifecycle tracking in one view
- No setup fees are charged, according to the vendor pricing page
Cons
- No public price on the vendor pricing page
- No free plan or free trial, so evaluation needs a demo
ClientSuccess
Best for: Mid-size SaaS teams that want a lighter enterprise option
ClientSuccess is aimed at SaaS companies between $5M and $500M in annual recurring revenue, and it positions itself as less costly than large enterprise platforms while keeping similar feature depth. Every plan includes the core platform, with customer health scoring, journey management, NPS surveys, renewal forecasting, playbook automation and CRM integrations. Add-ons include Meeting Intelligence, Automation and AI, and Customer Onboarding Portals.
- The vendor pricing page states that pricing is based on the number of customer success managers using the platform and the modules needed, and that pu
- It also states that most teams get pricing back within 24 hours, that implementation for most customers takes 4 to 6 weeks, and that larger enterprise
- No setup fees or implementation fees are charged.
- Ask for a quote that lists the included managers, the modules and the annual discount, and test health scores with your own data during the proof of c
Pros
- Core platform includes health scoring, journeys, NPS and renewal forecasting
- No setup fees or implementation fees, according to the vendor pricing page
Cons
- No public price, so budgeting needs a sales quote
- No self-serve free trial, so evaluation needs a demo and proof of concept
Odie
Best for: Post-sales teams that want AI-guided account work
Odie is the new name for Totango, and it now sells a Customer Knowledge Engine and a Customer Operating System for post-sales teams. The Knowledge Engine starts at $500 per month and is priced on knowledge maintenance and knowledge usage, with no seat-based pricing and no extra cost for integrations. It builds living knowledge graphs from customer data and team expertise, and it offers an MCP server so your own AI tools can use that knowledge.
- The Customer Operating System starts at $1,500 per month and adds a guided workspace, daily account evaluation, predictive renewal risk, workflow auto
- Odie fits a team that wants AI to do more account research and preparation work.
- Terms start at one year, most customers sign for two years, and go-live takes about eight weeks.
- The AI Success pool is sized from real use in the first three months, with 25 percent released at first, and overages are never charged automatically.
Pros
- Customer Knowledge Engine starts at $500 per month with a clear starting price
- Daily account evaluation and predictive renewal risk are included in the Customer Operating System
Cons
- Terms start at one year, with two years as the common term
- Dedicated customer success coverage applies only above a stated contract threshold
HubSpot Service Hub
Best for: Small teams that already use HubSpot
HubSpot Service Hub is the most accessible option in this list for a small team, and it makes sense when your CRM, marketing and support data already live in HubSpot. The free tools cover ticketing, live chat and basic reporting, while the higher editions add a customer success workspace, health scores, customer feedback surveys, playbooks, sequences and forecasting. The vendor pricing page lists a product offer of $10.00 USD for Service Hub, which is the starting point used here as $10 per seat per month.
- Starter plans use core seats, while Professional and Enterprise plans use service seats, and view only seats are available at no additional cost.
- The page also states that Professional and Enterprise plans include 50 health scores, 50 NPS surveys, 50 CES surveys and 100 CSAT surveys.
- Check which edition includes the success workspace and the survey limits you need, and confirm the seat type before you buy.
Pros
- Free tools let small teams start without a new contract
- Customer success workspace, health scores and feedback surveys are available on higher plans
Cons
- Health scores are limited to 50 scores on higher plans, according to the vendor pricing page
- Full success features need a higher edition, not the entry plan
How we chose
We chose these tools from the customer success category, with a focus on platforms that cover account health, onboarding, playbooks, renewals and expansion work. We opened each vendor pricing page on 2026-11-12 and took the starting price from that page. When the page showed no dollar figure, we recorded quote only and did not use a third party price as a substitute. We also read vendor plan pages and pricing FAQs for included users, included accounts, free plan terms, contract terms and onboarding details. We did not claim hands-on testing, and we did not use review scores, awards or customer counts to rank the tools.
Choosing by team size and budget
| Team size and budget | Best starting point | What to expect | | 1 to 3 people, under $500 per month | HubSpot Service Hub | Free tools first, then $10 per seat per month for Starter, with success features on higher editions | | 3 to 10 people, $500 to $2,000 per month | Odie Knowledge Engine or Custify | Odie starts at $500 per month; Custify needs a quote, so confirm the included seats and accounts | | 5 to 15 people, quote based budget | Vitally or ClientSuccess | Both need a scoped quote; Vitally offers a trial sandbox and ClientSuccess cites 4 to 6 weeks for most implementations | | 10 to 25 people, larger budget | ChurnZero or Planhat | Both are quote only; confirm account limits, core user counts and annual billing terms | | 25 or more people, enterprise budget | Gainsight | Essentials includes 10 full users and 100 customers per full user; Enterprise includes 20 full users and 200 customers per full user | Use this table as a starting point, not as a final price. Ask each vendor for a quote on the same account count, the same user count and the same term, then compare the annual total and the included limits side by side.
Frequently asked questions
What is the best software for improving customer success for a small team?
HubSpot Service Hub is a strong start for a small team, because it offers free tools and a Starter price of $10 per seat per month. Custify also fits early-stage B2B SaaS teams that want core success features without a large platform. Start with a small set of accounts, a simple health score and one playbook.
Why do most customer success platforms use quote only pricing?
Most dedicated platforms price by the number of customer accounts, the number of users, the modules and the contract term, so a single list price would not cover every buyer. Gainsight, ChurnZero, Vitally, Planhat, Custify and ClientSuccess all use quote only pricing on their vendor pages. Ask for a written quote on the same account and user count from each vendor.
How much does Odie cost?
Odie lists two starting prices on its vendor pricing page. The Customer Knowledge Engine starts at $500 per month, and the Customer Operating System starts at $1,500 per month. Terms start at one year, and most customers sign for two years. Confirm the portfolio size, the analysis depth and the AI Success pool size in your quote.
What should a customer success platform include?
A useful platform should include a Customer 360 view, health scoring, segmentation, playbooks, tasks, alerts, renewal tracking and reporting. It should also connect to your CRM, your support tool, your billing system and your product analytics tool, and it should let managers change scores and playbooks without long admin work.
How long does it take to set up customer success software?
Setup time varies by tool and by data quality. ClientSuccess states that most customers are fully implemented within 4 to 6 weeks, with larger deployments taking 8 to 12 weeks. Odie states about 8 weeks to go-live. Allow extra time for data cleaning, health score design and team training, because those steps decide whether the tool is used every day.
Sources
- https://www.gainsight.com/
- https://www.gainsight.com/pricing/
- https://www.churnzero.com/
- https://www.churnzero.com/pricing/
- https://vitally.io/
- https://vitally.io/pricing/
- https://www.planhat.com/
- https://www.planhat.com/pricing/
- https://www.custify.com/
- https://www.custify.com/pricing/
- https://www.clientsuccess.com/
- https://www.clientsuccess.com/pricing/
- https://www.heyodie.ai/
- https://www.heyodie.ai/pricing/
- https://www.hubspot.com/
- https://www.hubspot.com/pricing/service
Prices and features were read on each company’s own website in November 2026. They change often, so confirm the current offer on the official site before you sign up or buy.