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.
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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
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HubSpot Service Hub
(2,897)4.4 out of 5
Entry Level Price:Free
4th Easiest To Use in Customer Success software
View top Consulting Services for HubSpot Service Hub
OverviewPros and Cons
Product Description

Service Hub delivers AI-powered customer service at scale by unifying customer insights, providing omnichannel support tools, and enabling efficient self-service options within a single platform. C

Users: Customer Success Manager, Customer Success Specialist · Industries: Computer Software, Information Technology and Services · Market Segment: 60% Small-Business, 37% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, Features, Helpful, Efficiency, Case Management
ConsMissing Features, Limited Customization, Limited Features, Lack of Features, Ticket Management
User SatisfactionSeller Details
HubSpot Service Hub features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.8
8.6
Workflow Capability
Average: 8.6
8.7
Performance & Reliability
Average: 8.8
8.6
Ease of Use
Average: 8.9
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,004 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
ChurnZero
(1,575)4.7 out of 5
2nd Easiest To Use in Customer Success software
View top Consulting Services for ChurnZero
OverviewPros and Cons
Product Description

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.

Users: Customer Success Manager, Director of Customer Success · Industries: Computer Software, Information Technology and Services · Market Segment: 62% Mid-Market, 27% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Helpful, Automation, Customer Support, Efficiency
ConsLearning Curve, Complexity, Not Intuitive, Missing Features, Steep Learning Curve
User SatisfactionSeller Details
ChurnZero features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
8.7
Workflow Capability
Average: 8.6
9.2
Performance & Reliability
Average: 8.8
8.5
Ease of Use
Average: 8.9
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,810 Twitter followers
LinkedIn® Page
www.linkedin.com
138 employees on LinkedIn®
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Gainsight Customer Success
(1,630)4.5 out of 5
7th Easiest To Use in Customer Success software
View top Consulting Services for Gainsight Customer Success
OverviewPros and Cons
Product Description

Gainsight Customer Success brings together rich agentic insights, relationship-level intelligence, and a multi-dimensional health scoring to surface risk and expansion opportunities a full quarter ear

Users: Customer Success Manager, Senior Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 58% Mid-Market, 34% Enterprise
Pros and ConsUser Satisfaction
ProsEase of Use, Centralized Information, Visibility, Customer Support, Intuitive
ConsNot Intuitive, Missing Features, Steep Learning Curve, Limited Customization, Complexity
User SatisfactionSeller Details
Gainsight Customer Success features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.8
8.1
Workflow Capability
Average: 8.6
8.4
Performance & Reliability
Average: 8.8
8.0
Ease of Use
Average: 8.9
Seller Details
Seller
Gainsight Inc.
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,168 Twitter followers
LinkedIn® Page
www.linkedin.com
1,095 employees on LinkedIn®
Planhat
(887)4.5 out of 5
9th Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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: 59% Mid-Market, 32% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Customization, Automation Efficiency, Helpful
ConsLearning Curve, Complexity, Steep Learning Curve, Integration Issues, Limitations
User SatisfactionSeller Details
Planhat features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.8
8.5
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.3
Ease of Use
Average: 8.9
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@planhat
1,050 Twitter followers
LinkedIn® Page
www.linkedin.com
227 employees on LinkedIn®
Vitally
(687)4.5 out of 5
3rd Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges

Users: Customer Success Manager, CSM · Industries: Computer Software, Information Technology and Services · Market Segment: 54% Mid-Market, 41% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Integrations, Intuitive, Customization, Automation
ConsComplexity, Integration Issues, Learning Curve, Not Intuitive, Steep Learning Curve
User SatisfactionSeller Details
Vitally features and usability ratings that predict user satisfaction
8.8
Scalability
Average: 8.8
8.5
Workflow Capability
Average: 8.6
8.8
Performance & Reliability
Average: 8.8
8.4
Ease of Use
Average: 8.9
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
478 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
Totango
(1,146)4.3 out of 5
Entry Level Price:Contact Us
15th Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales

Users: Customer Success Manager, CSM · Industries: Computer Software, Information Technology and Services · Market Segment: 57% Mid-Market, 22% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Customization, Efficiency
ConsLearning Curve, Integration Issues, Missing Features, Limited Customization, Steep Learning Curve
User SatisfactionSeller Details
Totango features and usability ratings that predict user satisfaction
8.3
Scalability
Average: 8.8
8.0
Workflow Capability
Average: 8.6
8.2
Performance & Reliability
Average: 8.8
8.2
Ease of Use
Average: 8.9
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
Custify
(485)4.7 out of 5
1st Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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, Senior Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 62% Small-Business, 33% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Intuitive, Integrations, Automation
ConsMissing Features, Email Functionality, Limited Customization, Learning Curve, Not Intuitive
User SatisfactionSeller Details
Custify features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
8.9
Workflow Capability
Average: 8.6
9.2
Performance & Reliability
Average: 8.8
9.1
Ease of Use
Average: 8.9
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
630 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
Catalyst
(659)4.5 out of 5
10th Easiest To Use in Customer Success software
OverviewPros and Cons
Product Description

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, Senior Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 75% Mid-Market, 13% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Automation, Integrations, User Interface, Customer Engagement
ConsIntegration Issues, Learning Curve, Missing Features, Not Intuitive, Difficult Navigation
User SatisfactionSeller Details
Catalyst features and usability ratings that predict user satisfaction
8.6
Scalability
Average: 8.8
8.2
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.7
Ease of Use
Average: 8.9
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
Kapta
(18)4.7 out of 5
OverviewPros and Cons
Product Description

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

Industries: Information Technology and Services · Market Segment: 56% Mid-Market, 39% Small-Business
Pros and ConsUser Satisfaction
ProsAccount Management, Customer Support, Efficiency, Intuitive, Reporting
User SatisfactionSeller Details
Kapta features and usability ratings that predict user satisfaction
9.0
Scalability
Average: 8.8
9.2
Workflow Capability
Average: 8.6
9.1
Performance & Reliability
Average: 8.8
8.5
Ease of Use
Average: 8.9
Seller Details
Seller
Kapta
Year Founded
2008
HQ Location
Boulder, CO.
Twitter
@kapta
1,525 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
CustomerSuccessBox
(134)4.5 out of 5
OverviewUser Satisfaction
Product Description

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 SatisfactionSeller Details
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.6
Scalability
Average: 8.8
8.7
Workflow Capability
Average: 8.6
8.5
Performance & Reliability
Average: 8.8
8.6
Ease of Use
Average: 8.9
Seller Details
Seller
CustomerSuccessBox
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
735 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
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