July 10, 2025

7 Popular Customer Success Software for SaaS Companies

Medha Mehta
&

Let’s face it, keeping SaaS customers happy is a full-time job. Between onboarding, retention, and that one client who still doesn’t know where the login button is, customer success teams need serious backup. Enter customer success software: your behind-the-scenes superhero, helping you scale smiles, squash churn, and make renewals feel like a breeze. In this guide, we’ve rounded up 7 popular CS tools that SaaS companies swear by, whether you're wrangling trial users or guiding enterprise whales to their “aha” moment.

Best Customer Success Software for SaaS Industry

Explore our curated list of the 7 best customer success software and tools for SaaS companies, designed to help CS teams deliver seamless support, uncover customer pain points, and reduce churn.

1.ChurnZero

How it helps SaaS businesses: ChurnZero gives SaaS teams real-time visibility into customer behavior, helping them automate onboarding, predict churn, and personalize customer success touchpoints.

Key 4 Features for a SaaS CS Team

  1. Real-Time Customer Health Scores
    Helps CS teams see which customers are happy or at risk by tracking usage, engagement, and feedback, so they can act early to prevent churn.

  2. Automated Playbooks
    It lets teams create step-by-step workflows for onboarding, renewals, or upsells, saving time and ensuring a consistent customer experience.

  3. In-App Messaging
    Allows CS teams to send helpful tips or reminders directly inside the product, keeping users engaged and informed during key moments.

  4. Usage & Behavior Tracking
    Gives clear insights into how customers are using the product, so teams can personalize their approach based on what the customer actually needs. 

Pricing

There’s no public pricing page, quotes are custom-based on factors like the number of users, account volumes, and required features. According to a popular Reddit thread, ChurnZero charges an average $30,000 to $40,000/year. (

Disclaimer: The pricing information provided is based on publicly shared data from Reddit and may not reflect the vendor’s current or official rates.)

2. Crescendo.ai

How it helps SaaS businesses: Crescendo.ai is an ideal customer success software for the SaaS industry as it automates up to 90% of long, in-depth technical support tickets using advanced AI and resolves them through live chat, voice, and email. 

Key 4 Features for a SaaS CS Team

  1. AI-Powered Technical Support
    Automatically handles repetitive and technical support queries with the latest LLM and NLP technology that sounds like a real human agent, providing 24*7 support in 50+ languages.

  2. Voice of Customer (VoC) Dashboard
    Provides conversation transcripts, AI-powered summaries, and smart categorization to reveal 
  • what customers ask most often, 
  • which issues take longer to resolve, 
  • gaps in your knowledge base, and 
  • which features cause the most frustration. 

       It gives SaaS customer success teams a 360° view to drive meaningful, business-level improvements.

  1. Automated CSAT & Insights
    Calculates CSAT scores automatically for 100% of conversations, eliminating the need for surveys and giving deeper visibility into team and agent performance.

  2. Human-Backed Support Services
    Includes access to 3,000+ trained technical customer support agents as a complimentary outsourcing service, ideal for scaling your SaaS business’s support without adding headcount.

Pricing
Crescendo.ai uses a pay-per-resolution model that starts with $2.99/resolution, which includes both AI and human support, along with 35+ other features. (This rate is subject to change based on support volume and channels used, so contact the Crescendo.ai team for the exact quote.) 

3. Catalyst

How it helps SaaS businesses: Catalyst helps SaaS companies improve customer retention and drive expansion by combining customer data, health insights, and task management into one intuitive platform made specifically for CS teams.

Key 4 Features for a SaaS CS Team

  1. Customer Health Scoring
    Tracks real-time product usage, engagement, and sentiment to show which accounts are thriving and which may be at risk, so CS teams can intervene early.

  2. Playbook Automation
    Offers customizable workflows for onboarding, renewals, or upsell opportunities, helping CS teams deliver consistent, proactive support.

  3. CRM and Product Data Sync
    Integrates seamlessly with tools like Salesforce and Segment to unify customer context in one place, reducing back-and-forth and improving decisions.

  4. Task & Account Management
    Enables CS teams to manage tasks, track outcomes, and stay aligned across team members with a clean, collaborative interface.

Pricing
There’s no public pricing page. Catalyst offers custom quotes based on company size, integrations needed, and the number of users or accounts supported.

4. Totango

How it helps SaaS businesses: Totango enables SaaS CS teams to drive retention and growth with pre-built SuccessBLOC modules, journey orchestration, and real-time customer health tracking, all without requiring technical setup.

Key 4 Features for a SaaS CS Team

  1. Modular SuccessBLOCs
    Pre-built templates that help CS teams launch common workflows (like onboarding or renewals) quickly, with built-in KPIs and automation.

  2. Customer Journey Mapping
    It lets teams build and visualize customer lifecycle stages, ensuring the right actions happen at the right time to keep customers on track.

  3. Health Scores & Alerts
    Tracks key metrics across product usage, NPS, support activity, and more, and alerts teams when customer health drops.

  4. No-Code Configuration
    Allows CS teams to launch campaigns, playbooks, and reports without relying on developers or IT, speeding up execution.

Pricing

Totango offers a free version for small teams. According to a third-party platform, Totango’s paid plans start from $199/month for 2 users and 200 accounts. Custom pricing is available for larger businesses with more complex needs.

5. Otter.ai

How it helps SaaS businesses: Otter.ai supports SaaS CS teams by automatically transcribing customer calls, onboarding sessions, and internal meetings, making it easier to follow up, stay organized, and never miss key details.

Key 4 Features for a SaaS CS Team

  1. Automatic Transcription
    Converts customer calls, demos, or onboarding sessions into searchable text in real-time, saving hours of manual note-taking.

  2. Speaker Identification & Highlights
    Distinguishes between speakers and allows users to highlight important moments or action items in the transcript for quick reference.

  3. Meeting Summaries & Collaboration
    Generates AI-powered meeting summaries and allows teams to share notes and comments, keeping everyone aligned.

  4. Integration with Zoom, Google Meet, and More
    Works seamlessly with popular video conferencing platforms to auto-join and record conversations without interrupting the workflow.

Pricing
Otter.ai offers a free plan with limited features. Paid plans start at $16.99/month/per user (for monthly plans), with business plans offering more collaboration features and transcription minutes.

Image source: otter.ai

6. Custify

How it helps SaaS businesses: Custify is designed for SaaS companies that want to scale customer success without hiring a large team, offering automation, health scoring, and in-depth usage analytics to reduce churn and improve engagement.

Key 4 Features for a SaaS CS Team

  1. Customer Health Scoring
    Tracks metrics like feature usage, support tickets, and product engagement to give a clear picture of customer satisfaction and risk.

  2. Automated Workflows
    It lets CS teams automate repetitive tasks like check-ins, onboarding sequences, and renewal alerts to focus on high-value activities.

  3. Lifecycle Management
    Helps track and manage every customer across different lifecycle stages with targeted actions and engagement strategies.

  4. Integrations with CRMs and Tools
    Easily connects with platforms like HubSpot, Salesforce, and Intercom to unify customer data and streamline CS workflows.

Pricing
Custify provides custom pricing based on company size and feature needs. According to a third-party platform, Custify’s prices start from $899 /month.

7. Gainsight

How it helps SaaS businesses: Gainsight is one of the most comprehensive customer success platforms for SaaS, offering robust tools to reduce churn, drive expansions, and manage complex success operations at scale.

Key 4 Features for a SaaS CS Team

  1. 360° Customer View
    Consolidates customer data from multiple systems to give CS teams a single source of truth across accounts and teams.

  2. Health Score & Risk Management
    Tracks health scores using customizable metrics, allowing CS managers to proactively manage risk and intervene before churn happens.

  3. Playbooks & Automation
    Provides advanced automation to trigger workflows, tasks, and outreach based on behavior, usage, or account milestones.

  4. Surveys, NPS, and Analytics
    Offers built-in tools to run CSAT and NPS surveys, analyze sentiment, and monitor trends for continuous improvement.

Pricing
Gainsight does not list public pricing. It’s typically positioned for mid-market to enterprise SaaS companies. According to a Reddit thread, Gainsight charges $26,000/year for 5 Viewer+ seats. 

Final Words on Customer Success Software for SaaS

There you have it, seven customer success software for SaaS businesses that make your CS team look like they’ve had three cups of coffee and a crystal ball. From real-time health scores to in-app nudges and AI-powered follow-ups, these CS platforms help SaaS companies keep their customers close and churn even closer to zero. So go ahead, pick your weapon of choice, and give your customers the kind of success story they’ll want to renew year after year.

The best AI-powered customer support with human expertise

The fastest AI live chat agents and voice assistants that achieve 99.8% accuracy. Get fully-managed customer support with 35+ features. Meet the future of CX.
Try our voice assistant.
This is a sample of Crescendo’s voice assistant technology. Take it for a spin.
End
Mute