Best Customer Success Software for Freelancers - Page 2

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Establishing and maintaining robust customer relationships is essential for enhancing customer retention and reducing acquisition costs. Kilterly plays a pivotal role in facilitating the development of enduring customer connections. Our advanced data analysis engine identifies engaged customers, those who are indifferent, and those at risk of leaving. We have crafted a proprietary survey tool tailored for customer success, which features an innovative method for gauging customer sentiment through their feedback. We empower you to routinely and discreetly assess how likely your customers are to recommend your business or product by measuring Net Promoter Score (NPS). Additionally, Kilterly offers automated communication capabilities that enable you to design campaigns and manage tasks, elevating both the onboarding process and ongoing customer relationship nurturing. Our platform provides the flexibility to select specific customer segments to engage with at the most opportune moments, utilizing various segmentation criteria. You can effectively structure your team’s workflow to ensure that every customer interaction is meaningful and impactful. Consequently, Kilterly not only enhances your understanding of customer needs but also equips you with the tools to respond proactively to them.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.

Enhance user onboarding through self-service product tours, promote product usage with timely announcements, and provide helpful hints—all without needing to write any code. With Lou's intuitive, no-code Builder, even non-technical users can effortlessly build, preview, and deploy stunning in-product experiences tailored to their platforms. The Lou builder enables you to design experiences directly on your interface, offering a variety of use-case-specific templates that feel custom-made. You can either select from our pre-designed templates or craft your own unique themes while designing on the fly. This tool simplifies the process of creating visually appealing in-product experiences, allowing you to incorporate images, videos, and GIFs to enrich the learning journey. At Lou, we genuinely stand by our promise of being code-free, as even our more advanced features require no coding knowledge. Ultimately, Lou provides the most straightforward approach to crafting engaging in-product experiences that resonate with users. By eliminating the complexity of coding, Lou empowers everyone to enhance user engagement with ease.

VirtlX, a SaaS solution that can be customized to support multi-industry business performance is available to all businesses. VirtlX provides a strong ROI and quantifiable deliverables & insight to help in decision-making towards a people-centric and successful business. A simple approach to employee and customer sentiment, as well as in-house training. Flexible commitment terms and cost-effective subscription model. To be successful in marketing, a company must understand customer engagement, feedback, experience, and loyalty patterns. VirtlX is a time-saving and cost-effective method that allows marketing personnel to gather these data points in real time and present this data in clear graphical formats. It has been proven that revenue growth is correlated with the Net Promoter Score (NPS), or Net Promoter Score (NPS). It is widely used by Fortune 500 companies as well as other organizations.

Churn is the number one enemy of any business. It's the silent killer that can erode your customer base and sap your profits. But there's a solution: ChurnFree. What is Churnfree? Churnfree is the solution for reducing churn and retaining customers. It helps you create customer retention flows and win back your customers. With Churnfree, you can create custom retention flows to keep your customers engaged and coming back for more. And if they do ever slip away, you can win them back with targeted flows designed to get them hooked again. Don't let churn destroy your business. Fight back with Churnfree amazing features today! 1. Create Retention Flow 2. Real-Time Analytics Dashboard 3. Personalized Your Offers 4. Beware of Client Feedback 5. Pause Instead of Cancelling 6. Add Multiple Products So what are you waiting for Start your Free-Trial Now!

InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.

Enhance user retention on mobile through push notifications and several additional channels. Maintaining user engagement is crucial for achieving sustainable business objectives. With Reteno, retention becomes effortless. Launch campaigns that generate revenue from the very first day without the hassle of developing your own strategies. You can implement your app retention plan within just five days, likely without needing any technical assistance. Expanding your channel options can significantly boost your reach and return on investment. Utilizing more channels leads to increased opportunities for repeat transactions. It's important to note that acquiring new customers can be five to 25 times more costly than keeping your current ones. By gathering data from multiple sources, you can leverage this information for targeted campaigns, workflows, audience segmentation, and personalized content delivery across various platforms. Our pre-designed workflows tailored to your business model help you effectively acquire, convert, engage, and retain a larger user base. With our user-friendly builders, you can set up any campaign in just a matter of minutes, streamlining your marketing efforts for greater success. This approach not only saves you time but also maximizes your potential for growth.

VeriShow, developed by HBR Labs, offers a user-friendly agent dashboard paired with a straightforward customer interface, resulting in elevated customer satisfaction among its users. This platform specializes in personal engagement through co-browsing solutions, allowing customer service representatives to effectively communicate with clients in real-time, moving away from the outdated "please hold" method. Additionally, VeriShow easily integrates with popular third-party brands and equips users with essential tools for managing Contacts, Content, Documents, Goals & Quotas, and Leads. It stands out as the premier choice for enhancing visitor interactions on your website and maximizing potential opportunities for conversion. Overall, its comprehensive features and seamless functionality make it an invaluable asset for businesses aiming to improve customer engagement.

Salesmachine is a dynamic platform designed for real-time customer scoring, enabling businesses to track the well-being and engagement of their clients, thereby creating additional avenues for sales growth. This tool equips sales teams with comprehensive insights into customers who may require assistance during onboarding, those with high conversion potential, individuals likely to consider upselling, and clients at risk of non-renewal. Additionally, the platform provides timely notifications to teams regarding shifts in customer health and usage patterns, ensuring they can promptly address the needs of their customers. By utilizing Salesmachine, organizations can enhance their customer relationships and ultimately boost retention rates.

Are you still depending on help desks and spreadsheets to oversee your support operations? Boostopia provides a comprehensive platform that harnesses the potential of your support data, revolutionizing both your team dynamics and customer interactions. Don't be satisfied with superficial metrics when you could access valuable insights. If you're uncertain about the current challenges or future priorities, eliminate the inefficiencies that drain your support operation's resources, allowing you to concentrate on the most significant opportunities for improvement for your team, the customer experience, and overall profitability. If you're looking to nurture and motivate your staff, discover how to maximize your agents' potential, establish meaningful objectives, monitor progress, and witness the tangible results of a consistently enhancing support operation. Are you frustrated with managing everything across different platforms? Centralize your tasks in one location to concentrate on concrete methods to uplift and empower your team. Make the transition from a cost center to a profit-generating hub, unlocking new possibilities for growth and success. The time for transformation is now, and with Boostopia, the path forward is clearer than ever.

Instantaneous customer service is essential as client expectations evolve; surpass them by utilizing co-browsing and live chat capabilities. Equip your representatives to tackle intricate customer inquiries promptly. With a single touch, connect in real time to enhance conversion rates, whether on a website or mobile application. Our smart bots are designed to provide immediate responses to frequently asked questions, streamlining the support process. By harnessing the combined strength of co-browse and live chat, you can offer quicker and more tailored assistance. Acquire offers straightforward yet effective tools that promote customer interaction and overall satisfaction, ensuring a positive experience for all. Enhanced customer support ultimately leads to stronger relationships and long-term loyalty.

You can now observe real user interactions on your website, enabling you to swiftly detect problems with pages that may be hindering your revenue. After pinpointing these issues, you can utilize Bouncezap’s conversion tools to address them effectively. With Bouncezap’s forms and opt-in features, you can grow your email lists, showcase special promotions, and much more. The design of our user-friendly interface makes it simple to navigate the process, meaning you don’t have to be a marketing professional or possess technical skills to succeed. This accessibility empowers everyone to enhance their site’s performance with ease.

Success4 provides the right tools that do all the heavy lifting so you can focus on your customer success strategy.

ConfirmKit is an innovative platform designed for user research that enables you and your team to engage with users in a friendly and effective way. This tool empowers everyone in your organization to actively participate in enhancing your products. The process of discovering patterns and trends from interviews can often be labor-intensive, but we handle that for you, allowing you to concentrate on understanding your users while we highlight the key insights. Preparing for an interview—crafting guides, reviewing notes, and recalling essential details—can lead to mistakes, but with ConfirmKit, you only need to prepare a single time. Our platform streamlines your user interview process, eliminating tedious tasks. Wave goodbye to the repetitive work of copying documents, moving files into various folders, and duplicating your efforts. You can enhance your research from various sources, including online chats, emails, forums, existing studies, and virtually anywhere else you can think of, ensuring a comprehensive approach to understanding your audience. With ConfirmKit, your team can efficiently collaborate and refine your product development journey, making user feedback not just a task, but a pivotal element of your growth strategy.

Hypergrowth companies like Epic Games, Hopin, and Wistia use Klaus to boost agent skills and have more conversations that end with a smile. ✨ Klaus users report: - Cut downtime spent on quality assurance by 70% - Boost CSAT by over 10% - Onboard new agents 2x faster ✨ Our purr-ific features: - Automate & scale your QA - Rate and comment on conversations - Customize rating categories and scales - Accelerate onboarding of new support reps - AI brings meaningful conversations to the top - Automate assignments & goals - Coach with precision - Filter conversations based on: Complexity, Sentiment, CSAT, and more - Filter by agent-based on: Volume, Sentiment, CSAT Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Stop customer churn and recover lost income effortlessly with ProsperStack, the seamless cancellation process designed to automatically reduce churn rates. By utilizing personalized offers, you can retain customers while gathering valuable feedback that informs your strategies for product enhancements, pricing adjustments, and remarketing efforts. The ProsperStack cancellation flow offers a user-friendly and aesthetically pleasing offboarding experience that not only respects the customer's journey but also benefits your business objectives. Integrate it smoothly into your application with minimal coding effort, and easily personalize every aspect of ProsperStack without needing a developer's assistance. Transform your cancellation process into a robust churn-prevention mechanism by offering exclusive deals based on customer segments and their reasons for leaving. Conduct A/B testing on various offers, evaluate the outcomes, and modify your approach in real-time to discover what resonates best with your audience. ProsperStack equips you with the insights necessary to effectively recapture lost revenue while also guiding you in making crucial decisions regarding your product strategy, pricing models, customer service, and overall support. This comprehensive tool not only enhances customer retention but also drives long-term growth for your business.

We’re everything your customer-obsessed team needs to improve retention, automatically. Our typical customer... Lowers cancellations up to 42% Recovers up to 89% of failed payments Saves thousands on retention programs Increases customer LTV by 28% Boosts MRR by 14% Join the SaaS companies who already trust Churnkey to protect over $500M in ARR.

It's essential to share every update with your users, as they will truly appreciate it. Tailor your changelog to reflect your company's unique branding and host it on your own domain; we're here to assist with the setup process. Integrate Slack and Twitter to ensure your team and customers stay informed about the latest product changes. If necessary, your entire team can contribute to the changelog, as seeing a person's face alongside updates adds a personal touch. While maintaining user privacy, you can choose to make your changelog public or private, or even prevent search engines from indexing it. Since not all products can be categorized uniformly, you have the flexibility to fully customize categories for your changelogs. Enjoy clean formatting that allows for seamless image uploads and the embedding of multimedia. Additionally, consider adding subtle badge animations to your product, ensuring users don't overlook any significant updates. With these features, you can create a more engaging and informative experience for your audience.

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction. - Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support. - Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience. - We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.

Enhance your customer engagement using over 20 channels within a single platform to deliver an exceptional experience with Qiscus. Turn leads into conversions, address complaints swiftly, and promote your products effectively through our integrated features. With a unified dashboard that combines multiple channels like WhatsApp, Facebook, Instagram, and LiveChat, you can streamline interactions seamlessly. Add a chat widget to your website and mobile applications for easy accessibility. Gain comprehensive insights into your customers, agents, and channels through detailed analytics. Our platform allows for integration with various systems to facilitate automation and growth. Thousands of businesses have successfully served millions of customers with Qiscus' innovative solutions, standing out in the competitive landscape. By maximizing customer trust throughout their journey, you can eliminate lead leakages and improve response times. Embrace your customers on a single, cohesive platform while managing their profiles through effective CRM tools. Respond to inquiries, showcase your products, and categorize customers using CRM and tagging for better organization. Furthermore, provide streamlined and efficient support with a multichannel inbox that enhances overall communication. This holistic approach not only optimizes customer interactions but also strengthens brand loyalty.

Gist allows you to craft customizable experiences that vary from straightforward welcome notes to intricate multi-step processes. Featuring an array of pre-designed templates and an intuitive editor that offers both design and code perspectives, the creative options are limitless. Begin by establishing your brand's colors, typography, and layout to ensure consistent, on-brand experiences across various platforms. Our open APIs allow seamless integration of Gist with any contemporary CRM, maximizing the utility of your existing tools. Using our web editor, you can create one message and disseminate it across all platforms in just a few clicks. Gist is built to integrate effortlessly with services like Google Tag Manager and Zapier, making it a perfect addition to your workflow. To facilitate a quick setup, our client libraries come with comprehensive documentation and require minimal effort for integration. The experiences you create will feel bespoke, as if developed in-house, and are designed to seamlessly fit into your existing toolbox. Build once and effortlessly distribute your content across iOS, Android, and web platforms. With Gist, enhancing user engagement has never been easier or more efficient.