Best Customer Success Software for Freelancers
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Compare the Top Customer Success Software for Freelancers as of November 2025
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What is Customer Success Software for Freelancers?
Customer success software helps businesses proactively manage customer relationships to ensure clients achieve value from their products or services. It provides tools to track customer health metrics, such as usage and engagement, allowing teams to identify potential issues early and offer timely support. With automated check-ins, segmentation, and personalized outreach features, the software enables customer success teams to foster stronger client relationships. By integrating with CRM and analytics platforms, it provides a complete view of the customer journey, helping to reduce churn and increase retention. Customer success software ultimately enhances customer satisfaction, loyalty, and lifetime value. Compare and read user reviews of the best Customer Success software for Freelancers currently available using the table below. This list is updated regularly.
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1
CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!">
Starting Price: $15/month -
2
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
3
Sogolytics
Sogolytics
Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas.">
Starting Price: $299 per year/user -
4
CallShaper
CallShaper
CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.Starting Price: $75 per month -
5
SuccessGuardian
SuccessGuardian
SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. Features of the Product: 1. Customer 360 View : Identify and tackle risks proactively, ensuring smooth customer success operations and greater customer satisfaction. 2. Customer Health Score : Identify at-risk accounts early by monitoring various customer health indicators, enabling proactive engagement and intervention to prevent churn or dissatisfaction. 3. Automated Playbooks : Eliminate repetitive tasks such as reviews, surveys, and renewals reminders, while maintaining a personalized touch. 4. Digital Success Room : Engage customers in goal setting and foster shared ownership, trust and loyalty. 5. AI Surveys : Implement the survey across all touchpointsStarting Price: $50/month/user -
6
Venntive
Venntive
Venntive is a true complete CRM, a Business OS that eliminates tech stacks and silos. A seamless platform that allows users to manage the entire customer lifecycle from first touch throughout the entire customer lifecycle. Venntive includes all the tools you'd want in a marketing automation stack, a sales stack, customer success/engagement, customer support, and operations. While there is virtually no need to integrate third party apps, we re in Zapier as CRM Connector and have an API. No-code customization eliminates the aggravation of ongoing expense and time to customize or update your Venntive instance. Finally, Venntive is extremely cost-effective from the very beginning which means cost-cutting does not mean a reduction in staff. Venntive is the smart, effective B2B SaaS solution to build, scale, and manage your business from day one.Starting Price: $150.00/month -
7
Re:plain
Re:plain
Live-chat service for a website where people respond 16 times faster. The first-ever web-chat service that works directly in your WhatsApp, Facebook Messenger, and Telegram. A client writes on a website, and operator reply just from his or her personal messenger. No applications or any other personal accounts needed. Absolutely everything is being controlled right inside the messenger. With all the features needed like template responses unlimited number of operators video calls, banners and integrations are at your service.Starting Price: $4.99 per month -
8
LiveAgent
Quality Unit
LiveAgent is a comprehensive help desk and live chat software that streamlines all your customer interactions into an integrated, hybrid ticketing system where everything is easily accessible and manageable. LiveAgent harnesses the power of an universal inbox, real-time live chat and an autonomous AI chatbot, built-in call center, and robust customer self-service portal. A multitude of features, including advanced automation rules, tags, and 200+ integrations, creates powerful customer service software for businesses of all sizes. LiveAgent also boasts the fastest chat widget on the market. LiveAgent has served over 150 million end users worldwide, including companies like BMW, Yamaha, Huawei, and Oxford University. Join hundreds of satisfied LiveAgent clients in providing world-class customer service. Start your 30-day free trial, no credit card required.Starting Price: $15.00/month/user -
9
Userback
Userback
Userback is the leading user feedback and bug tracking solution for software teams looking to understand users and build better products. With Userback, you can collect metadata-enriched visual feedback and gain deep insights into your user's sentiment and behavior with in-app surveys like NPS, CES, and CSAT metrics. Add deep context to any piece of feedback via full session replay features. Create user segments and track every user from the moment they log in. Survey only the cohorts that are important to you and understand your user experiences throughout the entire lifecycle from trial to churn. Wrap it all up with branded feature portals, and public roadmaps, and a centralized location for all your feedback to reduce feedback overhead by 70% and increase feedback closure times by 10X. No code? No problem. Start instantly with a code-free browser extension, perfect for internal QA and bug tracking.Starting Price: $7 per month -
10
Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
11
Smaply
Smaply
Smaply is the leading platform for journey management, empowering teams to design, manage, and scale customer journeys across organizations. Built for those who put customers at the heart of their operations, Smaply offers robust tools to visualize journey maps and personas, enabling clear alignment and shared understanding across departments. Getting started has never been easier – no more fear of the blank page! With Smaply AI you can create a journey map in minutes, while still being 100% in control every step of the way. With Smaply’s journey management functionality, you can create structured journey hierarchies, maintain consistency across touchpoints, and manage journeys as dynamic, living assets. The platform supports centralized governance while offering flexibility, making it ideal for scaling CX initiatives in complex organizations. One of Smaply’s key strengths is its rich ecosystem of integrations, such as Google Analytics, Microsoft 365, Jira any many more.Starting Price: €390.00/year -
12
Agile CRM
Agile CRM
All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.Starting Price: $8.99 per user per month -
13
SurveyOL
SurveyOL.com
SurveyOL is professional, effective, and easy. It offers cutting-edge communication and feedback technology, once accessible only for "big" companies, now for small businesses as well. Select from a wide collection of question types including Multiple Choice, Image Choice, Dropdown, Textbox, Comment Box, NPS, Star Rating, Slider, Date/Time, Grid, Rankings, Uploads, and much more. More than 100 free survey templates are available to serve as the foundation for your custom surveys. SurveyOL provides flexible color themes and easy customization of color styles and fonts. You can increase your response rate by sharing your surveys via web, QR code, social media, SMS text messages, email invitations, and website embedding. Its real-time responses and robust analytical tools will help you meet your timeline and budget expectations. You can easily export survey results to Excel, Word, PPT or PDF. With SurveyOL, you can make better decisions.Starting Price: $19 per month -
14
Front
Front
Front’s powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours. We bring together your core support channels in one intuitive, AI-powered workspace where your team can build collaborative workflows across the entire customer lifecycle. As your customer base and their needs grow, Front AI and customer intelligence serves up the efficiency and insights needed to keep your entire organization customer-first, every day. Plus, we care as much about our customers as you do yours: we provide industry-leading service to our entire customer base, regardless of your team size.Starting Price: $19.00/month/user -
15
Usersnap
Usersnap
Usersnap is a user feedback platform designed for product teams to gather product-specific insights, accelerate user testing, and improve stakeholder feedback loops. Companies such as Red Hat, Erste Bank, Lego, and Harvard University excel in their enterprise growth and operations with Usersnap. Product teams strive for user-centric processes and rely on Usersnap to gain clarity for product decisions. Grow in confidence with a scalable user feedback software as your partner. Usersnap is right for you if want to: ✔️ Create a user-centered and welcoming feedback culture ✔️ Streamline all product feedback to identify top roadmap contenders ✔️ Save time on communicating technical and design improvements ✔️ Conduct more in-product user research and unleash UX insights ✔️ Have a constant stream of new user feedback to stay on top of the voice of customers.Starting Price: $69.00/month -
16
Copper
Copper
Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.Starting Price: $9 per user per month -
17
UXPressia
UXPressia
UXPressia is a collaborative customer experience platform that allows you to create, export, and share customer journey maps, personas, and impact maps online. Some of the platform’s features include maps and personas with a predefined, easy-to-customize structure (drag and drop sections, such as text, video, embed code, touchpoints, etc.). Multiple-persona journey maps. Design View (journey atlas) to specify relations between mapping initiatives. 120+ free templates for 10+ industries to use as a starting point. Text and audio comments, dot votes, and reactions. Storyboard library and image formatting. Default and custom tooltips. Color themes for journey maps. Team library for touchpoints, images, channels, etc. Link and email sharing. Presentation mode. Branding and high-quality exports (PNG, PDF, CSV, and PPTX). Teams will especially enjoy collaborative options and the possibility to standardize and scale their projects.Starting Price: $13.30 per month -
18
Kapture CX
Kapture CX
Kapture is an enterprise-grade AI powered omnichannel Customer Experience management platform with a deep focus on customer support. Kapture adapts to evolving customer expectations and transforms good customer experiences to great ones. Kapture’s teams and technology are built ground up with a core focus on “the customer”. Built around hyper-personalization, Kapture brings context and intelligence to every resolution while keeping it extremely personalized making every customer feel valued and every resolution unique. With expertise in four key industry verticals: Retail (offline + ecommerce), BFSI, Travel, and Consumer durables (consumer goods and appliances), Kapture today is helping 1000+ businesses in 16 countries create wonderful customer experiences.Starting Price: $39/month/user -
19
BlueCamroo
BlueCamroo Inc.
BlueCamroo is a SaaS Business Management Platform that combines many essential business services in a single, easily adoptable and affordable business solution. Designed specifically for SMB’s, it offers them the scope and whole-business approach of a larger enterprise level system, yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. Our unique User-Role subscription model allows each user to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. One application to manage the entire customer lifecycle.Starting Price: Free -
20
HubSpot Service Hub
HubSpot
Customer service software that builds organization and efficiency into your customer service team. Start providing better customer service right now with Service Hub. Service Hub™ has all the tools you need to delight customers at scale. You’ll give them an extraordinary and efficient experience with your company, help them help themselves, and build a base of happy customers who advocate for your business. Deliver organized customer service that gives efficient help and complete answers. Customers don’t care about the internal structure of your company. They just want help. When your teams are cut off from each other, you create friction and confusion for your customers. With the tools in Service Hub™, you can finally build a frictionless customer experience. This starts with the Conversations inbox, which brings all your communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.Starting Price: $50 per user per month -
21
Textedly
Textedly
SMS Marketing Services made easy. Instantly send 10 or 100,000 SMS or MMS picture text messages to any mobile phone number. Easily build an opt-in subscriber list. Schedule text messages to go out any time you want. Track text message delivery. Our plans start at only $24 per month. Or try our Annual Plans and pay up-front for one year, and get 20% more messages instantly. Plus FREE bonus messages on the Annual Plan.Starting Price: $24.00/month -
22
Totango
Totango
Design and run any customer journey, easily and at scale. Everything you need to accelerate your customer success with the most widely adopted all-in-one Customer OS. Select your customer journey or build your own. Out of the box best practice templates for any journey or initiative. Why start from scratch? Securely connect all your customer data for a single, unified view of your customer. Simple to administer and maintain. Manage everything in one platform. It's never been easier to design, run, and measure, your best customer engagements. Automate workflows across your entire organization. Supercharge your digital engagement with hyper-personalized communications for each user. Modular and agile. It’s everything you need to easily get started, monitor, tune and grow. -
23
EspoCRM
EspoCRM
Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices. -
24
Salesforce Agentforce
Salesforce
Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data. -
25
Spotler CRM
Spotler
Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.Starting Price: $17.00/month -
26
Kilterly
Kilterly
Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterly’s automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your team’s workflow.Starting Price: $399.00/month -
27
Userpilot
Userpilot
Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.Starting Price: $249 per month -
28
Userlist
Userlist
Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns based on what users do (or don’t do) in your product. Choose the right channel for each message: deliver via email or in-app messages. Segment your users based on their behavior. Send one-off broadcasts to make announcements and promote new features. Use built-in campaign templates, so that you never have to start from scratch. View your user profiles in a simple admin dashboard. Add filters or dive straight into user profiles one by one, where you can see all their events and properties.Starting Price: $99 per month -
29
Lou
Lou
Scale self-serve user onboarding with product tours, drive product adoption with announcements, trigger helpful hints, and more all without writing a line of code. Build, preview, and publish beautiful in-product experiences with Lou's code-free Builder that's designed for non-technical users. Lou builder allows you to create experiences right on top of your platform. Use-case-specific templates for out-of-the-box experiences that look built in-house. Choose from one of our templates, create your own custom themes, or design as you go. The Lou builder makes it easy to create beautiful in-product experiences. Add images, videos, & gifs for a more engaging learning experience. Unlike other 'code-free' solutions, at Lou we mean it. Even our advanced features are code-free. The easiest way to create engaging in-product experiences.Starting Price: $79 per month -
30
VirtlX
VirtlX
VirtlX is a fully customizable SaaS solution for multi-industry business performance, designed to assist businesses of all sizes. VirtlX delivers a strong ROI with quantifiable deliverables & insights to assist in decision-making towards a people-centric, successful business. Simple approach to customer and employee sentiment as well as in-house training. Cost-effective, scalable subscription model with flexible commitment terms. Understanding customer engagement, feedback, experience and loyalty patterns are key fundamentals necessary for a company’s marketing efforts to be successful. VirtlX is a cost-effective and time-saving method that assists marketing personnel in gathering these important data points in real-time and presenting this data in clear graphical formats. Net Promoter or Net Promoter Score (NPS) has been shown to correlate with revenue growth relative to competitors. It has been widely adopted by Fortune 500 companies and other organizations.Starting Price: $9.00 per month