#1
Vitally
Top Pick4.8
(389 reviews)Customer Success for High-Growth B2B SaaS
Vitally supports multiple client workspaces and provides client-facing dashboards and reporting.
From $300/month389 reviews
2026 Picks20 tools compared
Best Customer Success Software for Agencies in 2026
Agencies juggle multiple clients and projects simultaneously. They need multi-workspace support, white-labeling options, and clear reporting dashboards for client updates. We ranked 20 customer success tools by user rating, pricing, and feature fit to help you choose.
#2
Lessonly
4.7
(1234 reviews)Training Software for Teams
Lessonly supports multiple client workspaces and provides client-facing dashboards and reporting.
From $300/month1234 reviews
#3
ChurnZero
4.7
(1234 reviews)Real-time Customer Success Platform
ChurnZero supports multiple client workspaces and provides client-facing dashboards and reporting.
From $1500/month1234 reviews
#4
Planhat
4.6
(445 reviews)The Beautiful Customer Platform
Planhat supports multiple client workspaces and provides client-facing dashboards and reporting.
From $1150/month445 reviews
#5
Better Proposals
4.6
(345 reviews)Create Proposals That Win
Better Proposals supports multiple client workspaces and provides client-facing dashboards and reporting.
From $19/month345 reviews
#6
Catalyst
4.6
(312 reviews)Customer Success Platform Built by CSMs
Catalyst supports multiple client workspaces and provides client-facing dashboards and reporting.
From $500/month312 reviews
#7
CustomerSuccessBox
4.5
(267 reviews)AI-Powered Customer Success for B2B SaaS
CustomerSuccessBox supports multiple client workspaces and provides client-facing dashboards and reporting.
From $499/month267 reviews
#8
RFP360
4.5
(234 reviews)RFP Management Software
RFP360 supports multiple client workspaces and provides client-facing dashboards and reporting.
From $300/month234 reviews
#9
Custify
4.5
(234 reviews)Customer Success Software for SaaS
Custify supports multiple client workspaces and provides client-facing dashboards and reporting.
From $199/month234 reviews
#10
Kapta
4.5
(178 reviews)Key Account Management Software
Kapta supports multiple client workspaces and provides client-facing dashboards and reporting.
From $1000/month178 reviews
#11
SmartKarrot
4.4
(198 reviews)Intelligent Customer Success Platform
SmartKarrot supports multiple client workspaces and provides client-facing dashboards and reporting.
From $499/month198 reviews
#12
ClientSuccess
4.4
(567 reviews)Customer Success Management Made Simple
ClientSuccess supports multiple client workspaces and provides client-facing dashboards and reporting.
From $99/month567 reviews
#13
Proposable
4.4
(156 reviews)Simple Proposal Software
Proposable supports multiple client workspaces and provides client-facing dashboards and reporting.
From $19/month156 reviews
#14
Akita
4.4
(145 reviews)Customer Success Without the Complexity
Akita supports multiple client workspaces and provides client-facing dashboards and reporting.
From $160/month145 reviews
#15
Strikedeck
4.3
(189 reviews)AI-Powered Customer Success
Strikedeck supports multiple client workspaces and provides client-facing dashboards and reporting.
From $1000/month189 reviews
#16
Totango
4.3
(892 reviews)Composable Customer Success Platform
Totango supports multiple client workspaces and provides client-facing dashboards and reporting.
From $249/month892 reviews
#17
Amity
4.3
(134 reviews)Customer Success for Growing Teams
Amity supports multiple client workspaces and provides client-facing dashboards and reporting.
From $300/month134 reviews
#18
Conga
4.3
(1234 reviews)Revenue Lifecycle Management
Conga supports multiple client workspaces and provides client-facing dashboards and reporting.
From $50/month1234 reviews
#19
Apttus
4.2
(567 reviews)Quote-to-Cash Platform
Apttus supports multiple client workspaces and provides client-facing dashboards and reporting.
From $100/month567 reviews
#20
Natero
4.2
(156 reviews)Predictive Customer Success Platform
Natero supports multiple client workspaces and provides client-facing dashboards and reporting.
From $800/month156 reviews
How We Ranked These Tools
User Ratings
Tools are sorted by average user rating collected from verified reviews on Softwr. Higher-rated software appears first.
Audience Relevance
We evaluate pricing models, onboarding complexity, and feature depth to determine how well each tool fits agencies.
Feature Breadth
We consider the number and quality of features, integrations, and platform availability to assess overall value.
Pricing
Transparent pricing, free tiers, and value-for-money are factored in — especially important for budget-conscious agencies.
Editorial Review
The Softwr editorial team verifies listings and periodically re-evaluates rankings to keep recommendations current.
Community Trust
Review volume and recency are weighted so popular, actively-reviewed tools rank higher than abandoned ones.
Frequently Asked Questions
What is the best free Customer Success software for agencies?
While there are no completely free customer success tools listed right now, many of the 20 options on Softwr offer free trials or freemium tiers suitable for agencies. Check individual product pages for current availability.
How to choose customer success software as a agencie?
Start by identifying which features matter most for your workflow as a agencie. Compare ratings and reviews from similar users on Softwr, paying attention to ease of use, customer support quality, and integration options. Narrow your list to 2-3 finalists and take advantage of free trials before committing. Budget, team size, and long-term scalability should also influence your decision.
Explore all Customer Success software or browse more “Best X for Y” lists.