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Best Proactive Customer Retention Software for Medium-Sized Businesses

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

Products classified in the overall Proactive Customer Retention 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 Proactive Customer Retention 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 Proactive Customer Retention category.

In addition to qualifying for inclusion in the Proactive Customer Retention Software category, to qualify for inclusion in the Medium-Sized Business Proactive Customer Retention 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.

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5 Listings in Proactive Customer Retention Available
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Staircase AI by Gainsight
By Gainsight Inc.
(52)4.8 out of 5
2nd Easiest To Use in Proactive Customer Retention software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Staircase AI by Gainsight is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are

    Users
    No information available
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 65% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Staircase AI by Gainsight 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
    9
    Helpful
    8
    Insights
    7
    Customer Support
    6
    Notifications
    4
    Cons
    Integration Issues
    2
    Limitations
    2
    Accuracy Issues
    1
    Dashboard Issues
    1
    Data Inaccuracy
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Staircase AI by Gainsight features and usability ratings that predict user satisfaction
    9.4
    Ease of Admin
    Average: 8.8
    9.2
    Retention
    Average: 8.7
    9.1
    Ease of Use
    Average: 9.0
    10.0
    Customer Profiles
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Gainsight Inc.
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @GainsightHQ
    13,419 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.

Staircase AI by Gainsight is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are

Users
No information available
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 65% Mid-Market
  • 27% Small-Business
Staircase AI by Gainsight 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
9
Helpful
8
Insights
7
Customer Support
6
Notifications
4
Cons
Integration Issues
2
Limitations
2
Accuracy Issues
1
Dashboard Issues
1
Data Inaccuracy
1
Staircase AI by Gainsight features and usability ratings that predict user satisfaction
9.4
Ease of Admin
Average: 8.8
9.2
Retention
Average: 8.7
9.1
Ease of Use
Average: 9.0
10.0
Customer Profiles
Average: 8.8
Seller Details
Seller
Gainsight Inc.
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,419 Twitter followers
LinkedIn® Page
www.linkedin.com
1,115 employees on LinkedIn®
Read Staircase AI by Gainsight Reviews
Qualtrics Customer Experience
By Qualtrics
(548)4.4 out of 5
Optimized for quick response
3rd Easiest To Use in Proactive Customer Retention 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.

    Qualtrics XM for Customer Experience is the customer experience product used by the world's most iconic brands to immediately surface customer friction and guide frontline teams in the moment to bette

    Users
    • Business Data Analyst
    • Software Engineer
    Industries
    • Information Technology and Services
    • Higher Education
    Market Segment
    • 53% Enterprise
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Qualtrics Customer Experience 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
    20
    Helpful
    13
    Analytics
    8
    Dashboard Usability
    8
    Intuitive
    8
    Cons
    Limitations
    5
    Limited Customization
    5
    Missing Features
    4
    Dashboard Issues
    3
    Improvement Needed
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Qualtrics Customer Experience features and usability ratings that predict user satisfaction
    7.9
    Ease of Admin
    Average: 8.8
    8.8
    Retention
    Average: 8.7
    8.5
    Ease of Use
    Average: 9.0
    9.2
    Customer Profiles
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Qualtrics
    Company Website
    Year Founded
    2002
    HQ Location
    Provo, UT
    Twitter
    @Qualtrics
    42,765 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,499 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Qualtrics XM for Customer Experience is the customer experience product used by the world's most iconic brands to immediately surface customer friction and guide frontline teams in the moment to bette

Users
  • Business Data Analyst
  • Software Engineer
Industries
  • Information Technology and Services
  • Higher Education
Market Segment
  • 53% Enterprise
  • 35% Mid-Market
Qualtrics Customer Experience 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
20
Helpful
13
Analytics
8
Dashboard Usability
8
Intuitive
8
Cons
Limitations
5
Limited Customization
5
Missing Features
4
Dashboard Issues
3
Improvement Needed
3
Qualtrics Customer Experience features and usability ratings that predict user satisfaction
7.9
Ease of Admin
Average: 8.8
8.8
Retention
Average: 8.7
8.5
Ease of Use
Average: 9.0
9.2
Customer Profiles
Average: 8.8
Seller Details
Seller
Qualtrics
Company Website
Year Founded
2002
HQ Location
Provo, UT
Twitter
@Qualtrics
42,765 Twitter followers
LinkedIn® Page
www.linkedin.com
5,499 employees on LinkedIn®
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Hook
By Hook
(38)4.7 out of 5
1st Easiest To Use in Proactive Customer Retention software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers enga

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 87% Mid-Market
    • 11% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hook 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
    7
    Health Monitoring
    5
    Customer Support
    4
    Customer Insights
    3
    Insights
    3
    Cons
    Clunky Interface
    1
    Dashboard Issues
    1
    Data Inaccuracy
    1
    Data Inconsistency
    1
    Difficult Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hook features and usability ratings that predict user satisfaction
    9.8
    Ease of Admin
    Average: 8.8
    9.0
    Retention
    Average: 8.7
    9.2
    Ease of Use
    Average: 9.0
    8.9
    Customer Profiles
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hook
    Year Founded
    2020
    HQ Location
    London, England
    LinkedIn® Page
    www.linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers enga

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 87% Mid-Market
  • 11% Enterprise
Hook 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
7
Health Monitoring
5
Customer Support
4
Customer Insights
3
Insights
3
Cons
Clunky Interface
1
Dashboard Issues
1
Data Inaccuracy
1
Data Inconsistency
1
Difficult Reporting
1
Hook features and usability ratings that predict user satisfaction
9.8
Ease of Admin
Average: 8.8
9.0
Retention
Average: 8.7
9.2
Ease of Use
Average: 9.0
8.9
Customer Profiles
Average: 8.8
Seller Details
Seller
Hook
Year Founded
2020
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
Read Hook Reviews
Frame AI
By Frame
(22)4.5 out of 5
5th Easiest To Use in Proactive Customer Retention software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Frame AI is how the world’s biggest companies proactively unlock the hidden value of their data with Stream-Trigger Augmented Generation (STAG). STAG, pioneered by the PhD-led team at Frame AI, appli

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 73% Mid-Market
    • 14% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Frame AI 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
    Effective
    3
    Customer Support
    2
    Helpful
    2
    Ease of Use
    1
    Flexibility
    1
    Cons
    Contact Management
    1
    Difficult Setup
    1
    Filtering Issues
    1
    Language Limitations
    1
    Not Intuitive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Frame AI features and usability ratings that predict user satisfaction
    8.3
    Ease of Admin
    Average: 8.8
    7.9
    Retention
    Average: 8.7
    7.5
    Ease of Use
    Average: 9.0
    7.0
    Customer Profiles
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Frame
    Year Founded
    2016
    HQ Location
    New York, New York
    Twitter
    @frame
    2,042 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Frame AI is how the world’s biggest companies proactively unlock the hidden value of their data with Stream-Trigger Augmented Generation (STAG). STAG, pioneered by the PhD-led team at Frame AI, appli

Users
No information available
Industries
  • Computer Software
Market Segment
  • 73% Mid-Market
  • 14% Small-Business
Frame AI 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
Effective
3
Customer Support
2
Helpful
2
Ease of Use
1
Flexibility
1
Cons
Contact Management
1
Difficult Setup
1
Filtering Issues
1
Language Limitations
1
Not Intuitive
1
Frame AI features and usability ratings that predict user satisfaction
8.3
Ease of Admin
Average: 8.8
7.9
Retention
Average: 8.7
7.5
Ease of Use
Average: 9.0
7.0
Customer Profiles
Average: 8.8
Seller Details
Seller
Frame
Year Founded
2016
HQ Location
New York, New York
Twitter
@frame
2,042 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Read Frame AI Reviews
Eclipse AI
By Eclipse AI
(31)4.6 out of 5
4th Easiest To Use in Proactive Customer Retention software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Eclipse AI is a generative AI tool that helps predict and prevent customer churn. Eclipse AI unifies and analyses your omnichannel voice-of-customer data and gives you actionable intelligence to driv

    Users
    No information available
    Industries
    • Building Materials
    • Construction
    Market Segment
    • 48% Mid-Market
    • 42% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Eclipse AI features and usability ratings that predict user satisfaction
    9.3
    Ease of Admin
    Average: 8.8
    9.0
    Retention
    Average: 8.7
    8.5
    Ease of Use
    Average: 9.0
    9.5
    Customer Profiles
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Eclipse AI
    Year Founded
    2021
    HQ Location
    Melbourne, Victoria
    Twitter
    @TryEclipseAI
    8 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Eclipse AI is a generative AI tool that helps predict and prevent customer churn. Eclipse AI unifies and analyses your omnichannel voice-of-customer data and gives you actionable intelligence to driv

Users
No information available
Industries
  • Building Materials
  • Construction
Market Segment
  • 48% Mid-Market
  • 42% Small-Business
Eclipse AI features and usability ratings that predict user satisfaction
9.3
Ease of Admin
Average: 8.8
9.0
Retention
Average: 8.7
8.5
Ease of Use
Average: 9.0
9.5
Customer Profiles
Average: 8.8
Seller Details
Seller
Eclipse AI
Year Founded
2021
HQ Location
Melbourne, Victoria
Twitter
@TryEclipseAI
8 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Read Eclipse AI Reviews
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5 Listings in Proactive Customer Retention Available
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