Customer Success Workflow

Tools for support, CRM, feedback collection, and customer relationship management.

1 Customer Onboarding
2 Support & Help Desk
3 Relationship Management
4 Feedback & Surveys
5 Retention & Growth
30Tools
21Free Options
5Categories

Top Tools for This Workflow

# Tool Category Rating Price Free?
1 GitHub devops ★ 4.8 Free / $4+
2 Ahrefs seo ★ 4.7 $129+
3 Calendly calendar ★ 4.6 Free / $12+
4 Semrush seo ★ 4.6 Free / $139.95+
5 Plausible Analytics analytics ★ 4.6 $9+
6 Gong sales ★ 4.6 Contact sales
7 Grafana devops ★ 4.6 Free / $29+
8 Clay sales ★ 4.6 Free / $149+
9 dbt database ★ 4.6 Free / $100+
10 Attio crm ★ 4.6 Free / $29+
11 Practice Better healthcare ★ 4.6 $25+
12 Fathom Analytics analytics ★ 4.6 $14+
13 Monday.com project management ★ 4.5 Free / $9+
14 Loom video conferencing ★ 4.5 Free / $12.5+
15 Discord communication ★ 4.5 Free / $9.99+
16 Mixpanel analytics ★ 4.5 Free / $28+
17 Instantly sales ★ 4.5 $37+
18 PostHog analytics ★ 4.5 Free / $0+
19 Close crm ★ 4.5 $49+
20 Help Scout customer support ★ 4.5 Free / $25+

All Recommended Tools

GitHub

GitHub

★ 4.8

The world's largest code hosting platform with version control, CI/CD, project m...

Ahrefs

Ahrefs

★ 4.7

Comprehensive SEO toolset with the industry's largest backlink index, keyword re...

Calendly

Calendly

★ 4.6

Scheduling automation platform that eliminates back-and-forth emails for booking...

Semrush

Semrush

★ 4.6

All-in-one digital marketing toolkit covering SEO, PPC, content marketing, socia...

Plausible Analytics

Plausible Analytics

★ 4.6

Privacy-friendly, lightweight Google Analytics alternative that doesn't use cook...

Gong

Gong

★ 4.6

Revenue intelligence platform that analyzes sales calls, emails, and meetings to...

Grafana

Grafana

★ 4.6

Open-source observability and data visualization platform for creating dashboard...

Clay

Clay

★ 4.6

Data enrichment and outreach platform combining 75+ data providers with AI-power...

dbt

dbt

★ 4.6

Data transformation tool enabling analytics engineers to transform raw data in w...

Attio

Attio

★ 4.6

Next-generation CRM with a flexible data model, real-time multiplayer collaborat...

Practice Better

★ 4.6

All-in-one practice management platform for health and wellness practitioners, w...

Fathom Analytics

★ 4.6

Simple privacy-first website analytics that provides essential metrics without t...

Monday.com

Monday.com

★ 4.5

Work OS for teams to run projects, workflows, and everyday work....

Loom

Loom

★ 4.5

Async video messaging tool for sharing quick screen recordings with your team or...

Discord

Discord

★ 4.5

Communication platform with text, voice, and video for communities, teams, and f...

Mixpanel

Mixpanel

★ 4.5

Product analytics platform for tracking user behavior, funnels, retention, and f...

Instantly

Instantly

★ 4.5

Cold email outreach platform with unlimited email accounts, AI personalization, ...

PostHog

PostHog

★ 4.5

Open-source product analytics suite with event tracking, session replay, feature...

Close

Close

★ 4.5

CRM built for inside sales teams with built-in calling, email sequences, and pip...

Help Scout

Help Scout

★ 4.5

Customer support platform built around shared email inbox with knowledge base, l...

Proton

Proton

★ 4.5

Privacy-focused suite offering end-to-end encrypted email, VPN, cloud storage, c...

Datadog

Datadog

★ 4.5

Cloud monitoring and analytics platform providing infrastructure monitoring, APM...

ActiveCampaign

ActiveCampaign

★ 4.5

Customer experience automation platform combining email marketing, marketing aut...

Telegram

Telegram

★ 4.5

Cloud-based messaging platform offering unlimited group chats, channels, bots, a...

Front

Front

★ 4.5

Customer operations platform combining shared inboxes, email, chat, and SMS into...

Microsoft Clarity

Microsoft Clarity

★ 4.5

Free behavioral analytics tool by Microsoft offering unlimited session recording...

Snowflake

Snowflake

★ 4.5

Cloud data platform offering a data warehouse, data lake, and data sharing with ...

Databricks

Databricks

★ 4.5

Unified data intelligence platform combining data lakehouse, AI/ML, real-time an...

Umami

Umami

★ 4.5

Simple, fast, privacy-focused open-source web analytics alternative to Google An...

Lavender

★ 4.5

AI email coach for sales teams that scores your emails in real-time, suggests im...

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