Best Customer Success Software with Playbooks Capabilities

Benefits of Customer Success Software with Playbooks capabilities include: Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Below are the top-rated Customer Success Software with Playbooks capabilities, as verified by G2’s Research team. Real users have identified Playbooks as an important function of Customer Success Software. Compare different products that offer this feature so you can decide which is best for your business needs.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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10 Listings in Customer Success Available
(1,561)4.5 out of 5
Optimized for quick response
13th Easiest To Use in Customer Success software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Gainsight’s innovative customer success technology is driving the future of growth. With Gainsight CS it’s never been easier to scale efficiently, create alignment, and have a holistic view of their c

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Gainsight Customer Success Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    272
    Centralized Information
    140
    Health Monitoring
    110
    Visibility
    102
    Helpful
    87
    Cons
    Limitations
    74
    Complexity
    58
    Missing Features
    44
    Not Intuitive
    44
    Learning Curve
    40
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Gainsight Customer Success features and usability ratings that predict user satisfaction
    8.5
    Scalability
    Average: 8.9
    8.1
    Workflow Capability
    Average: 8.5
    8.4
    Performance & Reliability
    Average: 8.9
    8.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @GainsightHQ
    13,400 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,115 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Gainsight’s innovative customer success technology is driving the future of growth. With Gainsight CS it’s never been easier to scale efficiently, create alignment, and have a holistic view of their c

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Gainsight Customer Success Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
272
Centralized Information
140
Health Monitoring
110
Visibility
102
Helpful
87
Cons
Limitations
74
Complexity
58
Missing Features
44
Not Intuitive
44
Learning Curve
40
Gainsight Customer Success features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.9
8.1
Workflow Capability
Average: 8.5
8.4
Performance & Reliability
Average: 8.9
8.0
Ease of Use
Average: 8.8
Seller Details
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,400 Twitter followers
LinkedIn® Page
www.linkedin.com
1,115 employees on LinkedIn®
(1,357)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Customer Success software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    188
    Helpful
    93
    Customer Support
    91
    Efficiency
    80
    Integrations
    68
    Cons
    Learning Curve
    58
    Not Intuitive
    45
    Steep Learning Curve
    42
    Complexity
    39
    Missing Features
    32
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ChurnZero features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.9
    8.7
    Workflow Capability
    Average: 8.5
    9.2
    Performance & Reliability
    Average: 8.9
    8.5
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,818 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    150 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 29% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
188
Helpful
93
Customer Support
91
Efficiency
80
Integrations
68
Cons
Learning Curve
58
Not Intuitive
45
Steep Learning Curve
42
Complexity
39
Missing Features
32
ChurnZero features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.9
8.7
Workflow Capability
Average: 8.5
9.2
Performance & Reliability
Average: 8.9
8.5
Ease of Use
Average: 8.8
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,818 Twitter followers
LinkedIn® Page
www.linkedin.com
150 employees on LinkedIn®

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(620)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Customer Success software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vitally Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    183
    Customization
    75
    Integrations
    69
    Intuitive
    60
    Customer Support
    59
    Cons
    Complexity
    50
    Missing Functionality
    32
    Not Intuitive
    32
    Integration Issues
    31
    Steep Learning Curve
    31
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vitally features and usability ratings that predict user satisfaction
    8.8
    Scalability
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    8.8
    Performance & Reliability
    Average: 8.9
    8.4
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    471 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 43% Small-Business
Vitally Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
183
Customization
75
Integrations
69
Intuitive
60
Customer Support
59
Cons
Complexity
50
Missing Functionality
32
Not Intuitive
32
Integration Issues
31
Steep Learning Curve
31
Vitally features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.9
8.4
Workflow Capability
Average: 8.5
8.8
Performance & Reliability
Average: 8.9
8.4
Ease of Use
Average: 8.8
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
471 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
(692)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Customer Success software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    144
    Customer Support
    101
    Positive Experience
    84
    Helpful
    83
    Customer Experience
    73
    Cons
    Learning Curve
    52
    Integration Issues
    42
    Steep Learning Curve
    41
    Complexity
    40
    Limitations
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planhat features and usability ratings that predict user satisfaction
    8.9
    Scalability
    Average: 8.9
    8.6
    Workflow Capability
    Average: 8.5
    8.6
    Performance & Reliability
    Average: 8.9
    8.4
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,036 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    170 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 33% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
144
Customer Support
101
Positive Experience
84
Helpful
83
Customer Experience
73
Cons
Learning Curve
52
Integration Issues
42
Steep Learning Curve
41
Complexity
40
Limitations
35
Planhat features and usability ratings that predict user satisfaction
8.9
Scalability
Average: 8.9
8.6
Workflow Capability
Average: 8.5
8.6
Performance & Reliability
Average: 8.9
8.4
Ease of Use
Average: 8.8
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,036 Twitter followers
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®
(1,039)4.3 out of 5
Optimized for quick response
15th Easiest To Use in Customer Success software
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Entry Level Price:Contact Us
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Totango is the trusted Customer Success Platform for enterprises looking to drive growth and deliver exceptional customer value. Consisting of the Totango Customer Success, Unison Customer Intelligenc

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    191
    Helpful
    93
    Positive Experience
    74
    Customer Support
    64
    Customization
    64
    Cons
    Learning Curve
    67
    Limitations
    64
    Integration Issues
    54
    Missing Features
    52
    Lack of Integration
    42
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Totango features and usability ratings that predict user satisfaction
    8.4
    Scalability
    Average: 8.9
    8.1
    Workflow Capability
    Average: 8.5
    8.2
    Performance & Reliability
    Average: 8.9
    8.2
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    Redwood City, CA
    Twitter
    @Totango
    7,521 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    116 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Totango is the trusted Customer Success Platform for enterprises looking to drive growth and deliver exceptional customer value. Consisting of the Totango Customer Success, Unison Customer Intelligenc

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 23% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
191
Helpful
93
Positive Experience
74
Customer Support
64
Customization
64
Cons
Learning Curve
67
Limitations
64
Integration Issues
54
Missing Features
52
Lack of Integration
42
Totango features and usability ratings that predict user satisfaction
8.4
Scalability
Average: 8.9
8.1
Workflow Capability
Average: 8.5
8.2
Performance & Reliability
Average: 8.9
8.2
Ease of Use
Average: 8.8
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
Redwood City, CA
Twitter
@Totango
7,521 Twitter followers
LinkedIn® Page
www.linkedin.com
116 employees on LinkedIn®
(596)4.6 out of 5
7th Easiest To Use in Customer Success software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps busines

    Users
    • Customer Success Manager
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 76% Mid-Market
    • 14% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Catalyst Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    109
    Intuitive
    46
    Integrations
    43
    User Interface
    42
    Helpful
    38
    Cons
    Missing Features
    23
    Integration Issues
    22
    Learning Curve
    19
    Tool Limitations
    16
    Email Issues
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Catalyst features and usability ratings that predict user satisfaction
    8.8
    Scalability
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    8.7
    Performance & Reliability
    Average: 8.9
    8.9
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    Redwood City, CA
    Twitter
    @Totango
    7,521 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    116 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps busines

Users
  • Customer Success Manager
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 76% Mid-Market
  • 14% Small-Business
Catalyst Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
109
Intuitive
46
Integrations
43
User Interface
42
Helpful
38
Cons
Missing Features
23
Integration Issues
22
Learning Curve
19
Tool Limitations
16
Email Issues
13
Catalyst features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.9
8.4
Workflow Capability
Average: 8.5
8.7
Performance & Reliability
Average: 8.9
8.9
Ease of Use
Average: 8.8
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
Redwood City, CA
Twitter
@Totango
7,521 Twitter followers
LinkedIn® Page
www.linkedin.com
116 employees on LinkedIn®
(385)4.6 out of 5
8th Easiest To Use in Customer Success software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

    Users
    • Customer Success Manager
    • Product Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Custify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Customer Support
    45
    Automation
    42
    Centralized Information
    40
    Integrations
    38
    Cons
    Missing Features
    16
    Steep Learning Curve
    15
    Email Functionality
    14
    Not Intuitive
    14
    Limited Customization
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Custify features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    9.2
    Performance & Reliability
    Average: 8.9
    9.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Custify
    Year Founded
    2017
    HQ Location
    Bucharest, Romania
    Twitter
    @CustifySRL
    640 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

Users
  • Customer Success Manager
  • Product Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% Mid-Market
Custify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Customer Support
45
Automation
42
Centralized Information
40
Integrations
38
Cons
Missing Features
16
Steep Learning Curve
15
Email Functionality
14
Not Intuitive
14
Limited Customization
11
Custify features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.9
8.9
Workflow Capability
Average: 8.5
9.2
Performance & Reliability
Average: 8.9
9.0
Ease of Use
Average: 8.8
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
640 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
(18)4.7 out of 5
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 39% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kapta features and usability ratings that predict user satisfaction
    9.0
    Scalability
    Average: 8.9
    9.2
    Workflow Capability
    Average: 8.5
    9.1
    Performance & Reliability
    Average: 8.9
    8.5
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Kapta
    Year Founded
    2008
    HQ Location
    Boulder, CO.
    Twitter
    @kapta
    1,561 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 39% Small-Business
Kapta features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.9
9.2
Workflow Capability
Average: 8.5
9.1
Performance & Reliability
Average: 8.9
8.5
Ease of Use
Average: 8.8
Seller Details
Seller
Kapta
Year Founded
2008
HQ Location
Boulder, CO.
Twitter
@kapta
1,561 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CustomerSuccessBox features and usability ratings that predict user satisfaction
    8.6
    Scalability
    Average: 8.9
    8.7
    Workflow Capability
    Average: 8.5
    8.5
    Performance & Reliability
    Average: 8.9
    8.6
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    751 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.6
Scalability
Average: 8.9
8.7
Workflow Capability
Average: 8.5
8.5
Performance & Reliability
Average: 8.9
8.6
Ease of Use
Average: 8.8
Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
751 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Empowering product-led teams. Salesmachine connects with your product and provides your team with the necessary insights and tools to engage with the right user at the right time with the right conte

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 69% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesmachine features and usability ratings that predict user satisfaction
    7.6
    Scalability
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    7.7
    Performance & Reliability
    Average: 8.9
    8.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Cambridge, Massachusetts
    Twitter
    @salesmachine_io
    3,360 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Empowering product-led teams. Salesmachine connects with your product and provides your team with the necessary insights and tools to engage with the right user at the right time with the right conte

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 69% Small-Business
  • 29% Mid-Market
Salesmachine features and usability ratings that predict user satisfaction
7.6
Scalability
Average: 8.9
8.4
Workflow Capability
Average: 8.5
7.7
Performance & Reliability
Average: 8.9
8.0
Ease of Use
Average: 8.8
Seller Details
Year Founded
2017
HQ Location
Cambridge, Massachusetts
Twitter
@salesmachine_io
3,360 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Quick Facts: Customer Success Software with Playbooks Capabilities

Content below is current as of June, 2024
Reviews Summary for Customer Success Software with Playbooks Features

Reviews Summary: Customer Success Software with Playbooks Features

Currently there are 10 Customer Success software products with Playbooks features listed on G2, and together they have generated 5,575 total reviews. These reviews are generated using the qualitative and quantitative feedback from G2 members who have used these software products.

G2 users review Customer Success software products based on criteria relating to user experience, setup, and support. Below you will find how users rated the 10 Customer Success software products that have Playbooks features based on those criteria:

  • Quality of Support: 9.1/10 average user rating
  • Ease of Use: 8.4/10 average user rating
  • Ease of Setup: 7.5/10 average user rating

To help you compare and find the best Customer Success software product with the right Playbooks functionality for your business, we have gathered some additional details and FAQs below.

What Customer Success products with Playbooks features have the most reviews and are the highest-rated?

Based on quantity of reviews and average ratings, these are the most popular Customer Success software products with Playbooks capabilities according to G2 users:

What Customer Success software products with Playbooks capabilities are the most liked according to G2 users?

Based on the G2 ratings scale and regardless of review count, these are the highest-rated Customer Success software products with Playbooks capabilities:

  • ChurnZero is rated 4.7-stars with 1,235 reviews.
  • Planhat is rated 4.6-stars with 568 reviews.
  • Catalyst is rated 4.6-stars with 510 reviews.
  • Vitally is rated 4.6-stars with 473 reviews.
  • Custify is rated 4.6-stars with 355 reviews.

Which software products with Playbooks features are the highest rated on G2?

These are the Customer Success software products offering Playbooks capabilities and have the highest ratings:

  • ChurnZero has received 1,235 reviews and is rated 4.7-stars.
  • Planhat has received 568 reviews and is rated 4.6-stars.
  • Catalyst has received 510 reviews and is rated 4.6-stars.
  • Vitally has received 473 reviews and is rated 4.6-stars.
  • Custify has received 355 reviews and is rated 4.6-stars.

Review Snippets for Customer Success Software with Playbooks Features

Below are questions we ask of all Customer Success software users on G2. The answers are specific to the most popular software products that offer Playbooks capabilities. These user responses provide more insight into the most-reviewed Customer Success software and their Playbooks features listed on G2.
Questions Responses
Here is what users liked best about Customer Success software with Playbooks features.
ChurnZero: "Interface is designed to be informative."
- Chad H., Account Manager, Enterprise (> 1000 emp.)
Gainsight Customer Success: "Simple to configure and allows to access external data in simple steps."
- Brijesh D., Business Systems Consultant/Principal Engineer at PTC, Enterprise (> 1000 emp.)
Totango: "Totango does a good job of connecting the dots between usage and account health. Its lists are extremely powerful if used well - we've been able to glean an incredible amount of insights about our customer base."
- Jake W., Product Manager at PipelineDeals, Small-Business (50 or fewer emp.)
Here is what users liked least about Customer Success software with Playbooks features.
Totango: "Lots of product updates that are not good. Product has accessibility issues for blind users."
- Nick D., Mid-Market (51-1000 emp.)
Gainsight Customer Success: "- LONG implementation process. Initial proposed timeline was not helpful at all and items were checked as done when it's not."
- Chloe P., Senior Director of Finance and Revenue Operations, Mid-Market (51-1000 emp.)
Vitally: "This system is a pure nice to have. The design of the interface is confusing and it's hard to find anything because the text is really small and they try to jam pack everything into one screen and it is really busy."
- Cory C., Passion for driving people and companies to success, Mid-Market (51-1000 emp.)
These are what users recommend to others considering popular Customer Success software products with Playbooks capabilities.
Gainsight Customer Success: "Crawl, Walk, Run! Start with the basics and then work on iterating and improving!"
- Caroline B., Principal, Customer Success Consultant at Radius Intelligence, Mid-Market (51-1000 emp.)
ChurnZero: "Give it a shot. Might need customizing heavily, but well worth it after identifying the goals you want to achieve."
- Chad H., Account Manager, Enterprise (> 1000 emp.)
Totango: "Using the data from Totango we were able to develop a classification of our customers based on usage that has been adopted company-wide. Furthermore, we have built goals for our account managers solely using Totango data, that we wouldn't have otherwise."
- Johnny R., Strategic Account Director at Conductor, Inc., Mid-Market (51-1000 emp.)
These are the problems users said the software was solving and how it is benefitting them.
ChurnZero: "Reduced invisibility and major legwork of how to prioritize accounts based on usage data and scores."
- Chad H., Account Manager, Enterprise (> 1000 emp.)
Gainsight Customer Success: "Customer Success and renewal tracking"
- Brijesh D., Business Systems Consultant/Principal Engineer at PTC, Enterprise (> 1000 emp.)
Totango: "Churn, Product feature tracking, Account health."
- Jake W., Product Manager at PipelineDeals, Small-Business (50 or fewer emp.)
Reviews by Industry

Reviews by Industry: Customer Success Marketing Software with Playbooks Features

Playbooks features are an important factor when choosing a Customer Success software product. How the software and this feature are used differs from industry to industry, making it a challenge to find the best Customer Success software with the right features for your company. To help professionals with their Customer Success software research, G2 has gathered data sourced from 2,529 reviews. These reviews come from G2 users working in industries that use Customer Success products on a regular basis and who have the most experience with their Playbooks functionality.

Industry-Related FAQs About Customer Success Software with Playbooks Features

What industries have generated the most reviews of Customer Success products with Playbooks capabilities?

Users from the following industries have written the most Playbooks feature reviews about Customer Success software:

  • Computer Software
  • Information Technology and Services
  • Marketing and Advertising
Which Customer Success software with Playbooks features do Computer Software professionals think is best?

Computer Software professionals rate Gainsight Customer Success (4.4 stars and 1,386 reviews), ChurnZero (4.7 stars and 1,235 reviews), and Totango (4.3 stars and 856 reviews) the highest.

What do Information Technology and Services professionals think is the best Customer Success software with Playbooks features?

Information Technology and Services professionals rate Gainsight Customer Success (4.4 stars and 1,386 reviews), ChurnZero (4.7 stars and 1,235 reviews), and Totango (4.3 stars and 856 reviews) the highest.

What do Marketing and Advertising professionals think is the best Customer Success software with Playbooks features?

Marketing and Advertising professionals rate Gainsight Customer Success (4.4 stars and 1,386 reviews), ChurnZero (4.7 stars and 1,235 reviews), and Totango (4.3 stars and 856 reviews) the highest.

Industry Review Snippets: Customer Success Playbooks Software

There are 2,529 reviews from users in the Computer Software, Information Technology and Services, and Marketing and Advertising industries. Below are snippets of what some of these reviews said about those with the highest G2 score ratings and the most reviews.

Industry What Users From Each Industry Liked What Users From Each Industry Disliked
Computer Software
ChurnZero: The tool is very easy to use, fast, and sleek. It does everything I need it to and is an important part of the Customer Success Dept now at Tracx, I dont know what I did before we had it!
- Tracy C., Head of U.S Sales at Huddle, Mid-Market (51-1000 emp.)
Gainsight Customer Success: Not intuitive, limitations, cost, customization with other apps are difficult
- Andrew H., Mid-Market (51-1000 emp.)
Information Technology and Services
Gainsight Customer Success: Smooth and easy to use. We have not had any issues implementing this product.
- George H., Director, Inside Sales and Customer Success at Peak 10, Mid-Market (51-1000 emp.)
Totango: Totango has shown to be particularly clunky and buggy. There are features that do not work as intended, require additional development, and cause unecessary process changes.
- Verified User in Information Technology and Services, Enterprise (> 1000 emp.)
Marketing and Advertising
ChurnZero: This tool blows me away with it's functionality. I love how sophisticated I can get with segments.
- JJ A., Customer Success Manager at Terminus: Account- Based Marketing, Mid-Market (51-1000 emp.)
Gainsight Customer Success: Static in nature, it seems a Gainsight customer must have a full-time admin dedicated to all the customizations and mappings needed. Data does not update in real-time; correctly mapping PX/SFDC into GS CS is tedious.
- Nick T., Mid-Market (51-1000 emp.)

Reviews by Market Segment

Reviews by Market Segment: Customer Success Software with Playbooks Features

G2 Customer Success software reviewers come from companies of various sizes. On G2 we break these different market segments into three distinct groups:

These reviews are especially helpful when comparing the Playbooks features of different Customer Success software products because each business market segment has its own unique experiences and requirements when it comes to specific software features. The segments that make up these Customer Success Playbooks software reviews are:

  • 29.2% of reviewers are from small businesses.
  • 57.3% of reviewers are from mid-market companies.
  • 13.5% of reviewers work at enterprise companies.

Below you will find FAQs and actual review snippets for Customer Success software products that have Playbooks features. These reviews are written by real G2 users working in the three market segments above.

Market Segment-Related Customer Success Software with Playbooks Capabilities FAQs

What are the best Customer Success software products with Playbooks features according to users from enterprise businesses?

The Customer Success software products enterprise-level professionals rate the highest are Gainsight Customer Success (4.4 stars), ChurnZero (4.7 stars), and Totango (4.3 stars).

Which Customer Success software products with Playbooks features are the best according to mid-market business users?

The Customer Success software products mid-market business users rate the highest are Gainsight Customer Success (4.4 stars), ChurnZero (4.7 stars), and Totango (4.3 stars).

What do users in small businesses say are the top Customer Success software products with Playbooks capabilities?

The Customer Success software products users in small businesses rate the highest are Gainsight Customer Success (4.4 stars), ChurnZero (4.7 stars), and Totango (4.3 stars).

Market Segment Review Snippets: Customer Success Software with Playbooks Features

Business professionals share important information about Customer Success Playbooks software usability, features, pricing, and more. Read what these users have to say about the top-rated Customer Success software with Playbooks features.

Market Segment What Users From Each Market Segment Liked What Users From Each Market Segment Disliked
Enterprise (> 1000 emp.)
Gainsight Customer Success: Simple to configure and allows to access external data in simple steps.
- Brijesh D., Business Systems Consultant/Principal Engineer at PTC,
Totango: It's difficult to follow up on tasks, visibility is challenging sometimes. Metric boards could be user friendly.
- Maria R., Enterprise (> 1000 emp.)
Mid-Market (51-1000 emp.)
ChurnZero: This tool blows me away with it's functionality. I love how sophisticated I can get with segments.
- JJ A., Customer Success Manager at Terminus: Account- Based Marketing,
Gainsight Customer Success: - LONG implementation process. Initial proposed timeline was not helpful at all and items were checked as done when it's not.
- Chloe P., Senior Director of Finance and Revenue Operations, Mid-Market (51-1000 emp.)
Small-Business (50 or fewer emp.)
ChurnZero: How Detail i can get information and i can have all the information i need in one area
- Franklin W., Customer Success Specialist at SPOTIO,
Planhat: The software really didn't work - we stopped using it within weeks of getting into contract. But, since we had an annual contract, I decided to continue paying.
- Ashwin R., 🚀, Small-Business (50 or fewer emp.)