Best Customer Success Software for Medium-Sized Businesses - Page 2

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

Products classified in the overall Customer Success category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Customer Success to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Customer Success category.

In addition to qualifying for inclusion in the Customer Success Software category, to qualify for inclusion in the Medium-Sized Business Customer Success Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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.

1 filter applied
Clear All
24 Listings in Customer Success Available
Entry Level Price:$399.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. It empowers businesses to access and analyze customer data,

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 48% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Churn360 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
    16
    Health Monitoring
    9
    Positive Experience
    8
    Data Management
    7
    Helpful
    7
    Cons
    Learning Curve
    3
    Limitations
    3
    Limited Features
    3
    Missing Features
    3
    Steep Learning Curve
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Churn360 features and usability ratings that predict user satisfaction
    8.7
    Scalability
    Average: 8.9
    8.5
    Workflow Capability
    Average: 8.5
    9.0
    Performance & Reliability
    Average: 8.9
    9.3
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    London
    Twitter
    @BizTalk360
    1,984 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    321 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. It empowers businesses to access and analyze customer data,

Users
No information available
Industries
  • Computer Software
Market Segment
  • 48% Mid-Market
  • 33% Small-Business
Churn360 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
16
Health Monitoring
9
Positive Experience
8
Data Management
7
Helpful
7
Cons
Learning Curve
3
Limitations
3
Limited Features
3
Missing Features
3
Steep Learning Curve
3
Churn360 features and usability ratings that predict user satisfaction
8.7
Scalability
Average: 8.9
8.5
Workflow Capability
Average: 8.5
9.0
Performance & Reliability
Average: 8.9
9.3
Ease of Use
Average: 8.8
Seller Details
Year Founded
2009
HQ Location
London
Twitter
@BizTalk360
1,984 Twitter followers
LinkedIn® Page
www.linkedin.com
321 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Auto

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 50% Small-Business
    • 50% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SmartKarrot CS 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
    3
    Customer Support
    2
    Feature Variety
    2
    Organization Efficiency
    2
    Organization Structure
    2
    Cons
    Insufficient Information
    3
    Training Required
    2
    Bugs
    1
    Data Inaccuracy
    1
    Filtering Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SmartKarrot CS features and usability ratings that predict user satisfaction
    8.9
    Scalability
    Average: 8.9
    8.5
    Workflow Capability
    Average: 8.5
    8.5
    Performance & Reliability
    Average: 8.9
    8.5
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Dallas, TX.
    Twitter
    @SmartKarrot
    1,018 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Auto

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 50% Small-Business
  • 50% Mid-Market
SmartKarrot CS 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
3
Customer Support
2
Feature Variety
2
Organization Efficiency
2
Organization Structure
2
Cons
Insufficient Information
3
Training Required
2
Bugs
1
Data Inaccuracy
1
Filtering Issues
1
SmartKarrot CS features and usability ratings that predict user satisfaction
8.9
Scalability
Average: 8.9
8.5
Workflow Capability
Average: 8.5
8.5
Performance & Reliability
Average: 8.9
8.5
Ease of Use
Average: 8.8
Seller Details
Year Founded
2018
HQ Location
Dallas, TX.
Twitter
@SmartKarrot
1,018 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
(697)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform. Perfect Sales-Delivery Handoff Instant

    Users
    • Salesforce Administrator
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 52% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certinia PS Cloud 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
    59
    User-Friendly
    36
    Reporting
    32
    Project Management
    31
    Reporting Efficiency
    25
    Cons
    Learning Curve
    20
    Missing Features
    16
    Complex Usability
    13
    Difficult Customization
    13
    Slow Performance
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certinia PS Cloud features and usability ratings that predict user satisfaction
    8.3
    Scalability
    Average: 8.9
    9.3
    Workflow Capability
    Average: 8.5
    8.0
    Performance & Reliability
    Average: 8.9
    7.9
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Certinia
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @CertiniaInc
    12,589 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    842 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform. Perfect Sales-Delivery Handoff Instant

Users
  • Salesforce Administrator
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 52% Mid-Market
  • 36% Enterprise
Certinia PS Cloud 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
59
User-Friendly
36
Reporting
32
Project Management
31
Reporting Efficiency
25
Cons
Learning Curve
20
Missing Features
16
Complex Usability
13
Difficult Customization
13
Slow Performance
13
Certinia PS Cloud features and usability ratings that predict user satisfaction
8.3
Scalability
Average: 8.9
9.3
Workflow Capability
Average: 8.5
8.0
Performance & Reliability
Average: 8.9
7.9
Ease of Use
Average: 8.8
Seller Details
Seller
Certinia
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@CertiniaInc
12,589 Twitter followers
LinkedIn® Page
www.linkedin.com
842 employees on LinkedIn®
(125)4.5 out of 5
Optimized for quick response
12th Easiest To Use in Customer Success software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OnRamp's customer onboarding platform simplifies complex processes into an easy-to-use, customer-facing portal, helping customers get to value faster. OnRamp’s platform delivers a smooth, customer-

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OnRamp 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
    37
    Customer Support
    17
    Intuitive
    17
    Easy Setup
    14
    Setup Ease
    14
    Cons
    Learning Curve
    9
    Missing Features
    8
    Integration Issues
    7
    Limited Customization
    6
    Missing Functionality
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OnRamp features and usability ratings that predict user satisfaction
    8.9
    Scalability
    Average: 8.9
    8.6
    Workflow Capability
    Average: 8.5
    9.1
    Performance & Reliability
    Average: 8.9
    9.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2019
    HQ Location
    Boston, US
    Twitter
    @LetsOnRamp
    48 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnRamp's customer onboarding platform simplifies complex processes into an easy-to-use, customer-facing portal, helping customers get to value faster. OnRamp’s platform delivers a smooth, customer-

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 41% Mid-Market
OnRamp 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
37
Customer Support
17
Intuitive
17
Easy Setup
14
Setup Ease
14
Cons
Learning Curve
9
Missing Features
8
Integration Issues
7
Limited Customization
6
Missing Functionality
6
OnRamp features and usability ratings that predict user satisfaction
8.9
Scalability
Average: 8.9
8.6
Workflow Capability
Average: 8.5
9.1
Performance & Reliability
Average: 8.9
9.0
Ease of Use
Average: 8.8
Seller Details
Company Website
Year Founded
2019
HQ Location
Boston, US
Twitter
@LetsOnRamp
48 Twitter followers
LinkedIn® Page
www.linkedin.com
33 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.

    From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

    Users
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cloud Coach 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
    59
    Project Management
    41
    Customer Support
    31
    Integrations
    31
    Customization
    28
    Cons
    Missing Features
    18
    Learning Curve
    17
    Access Limitations
    16
    Complexity
    14
    Limited Customization
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cloud Coach features and usability ratings that predict user satisfaction
    8.5
    Scalability
    Average: 8.9
    7.7
    Workflow Capability
    Average: 8.5
    7.9
    Performance & Reliability
    Average: 8.9
    8.1
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2005
    HQ Location
    Fort Collins, Colorado
    Twitter
    @cloudcoach
    121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

Users
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 28% Small-Business
Cloud Coach 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
59
Project Management
41
Customer Support
31
Integrations
31
Customization
28
Cons
Missing Features
18
Learning Curve
17
Access Limitations
16
Complexity
14
Limited Customization
12
Cloud Coach features and usability ratings that predict user satisfaction
8.5
Scalability
Average: 8.9
7.7
Workflow Capability
Average: 8.5
7.9
Performance & Reliability
Average: 8.9
8.1
Ease of Use
Average: 8.8
Seller Details
Company Website
Year Founded
2005
HQ Location
Fort Collins, Colorado
Twitter
@cloudcoach
121 Twitter followers
LinkedIn® Page
www.linkedin.com
52 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®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The UserIQ customer success platform helps software companies predict user behavior, act on it, and create winning experiences. Features include a customer health dashboard, product intelligence, pl

    Users
    No information available
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 50% Mid-Market
    • 42% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • UserIQ features and usability ratings that predict user satisfaction
    8.7
    Scalability
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.3
    Performance & Reliability
    Average: 8.9
    7.8
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    UserIQ
    Year Founded
    2014
    HQ Location
    Dunwoody, Georgia
    Twitter
    @UserIQ
    1,236 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The UserIQ customer success platform helps software companies predict user behavior, act on it, and create winning experiences. Features include a customer health dashboard, product intelligence, pl

Users
No information available
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 50% Mid-Market
  • 42% Small-Business
UserIQ features and usability ratings that predict user satisfaction
8.7
Scalability
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.3
Performance & Reliability
Average: 8.9
7.8
Ease of Use
Average: 8.8
Seller Details
Seller
UserIQ
Year Founded
2014
HQ Location
Dunwoody, Georgia
Twitter
@UserIQ
1,236 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
(18)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • 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®
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®