Best Customer Success Software for Account Health, Adoption and Renewals (September 2026)

1

Vitally

Top pick

vitally.io

Best for SaaS companies with dedicated CS teams·Free trial

Vitally is a customer success platform that consolidates account data from CRM, support, billing, and product analytics tools into unified customer profiles. It offers health scoring, automated playbooks, task and project management, and NPS survey capabilities to help CS teams track engagement and identify risk or expansion opportunities. Vitally also provides dashboards and reporting for tracking customer outcomes across a portfolio. It suits SaaS companies with dedicated customer success teams looking to centralize account information and standardize workflows across their customer lifecycle.

• Customer health scoring
• Automated playbooks
• Unified customer data hub

2

UserIQ

useriq.com

Best for SaaS customer success teams

UserIQ is a customer success platform that combines product analytics with in-app engagement tools. It allows customer success teams to track user behavior, build customer health scores, and monitor account activity to identify risk and expansion opportunities. The platform also supports in-app messaging, guides, and walkthroughs to help onboard and educate users without developer involvement. UserIQ is typically used by SaaS companies looking to unify product usage data with customer success workflows, giving CS managers visibility into adoption trends across their customer base.

• Customer health scoring
• In-app guides and messaging
• Product usage analytics

3

Catalyst

catalyst.io

Best for SaaS customer success teams·Free trial

Catalyst is a customer success platform that consolidates customer data from CRM, product usage, support, and billing systems into a single workspace. It offers configurable health scores, playbooks, and journey maps to help teams monitor account status and automate outreach at key lifecycle stages. Dashboards and reporting tools support tracking of renewals, expansions, and churn risk. The platform is aimed at customer success teams at software companies seeking a centralized view of accounts to guide onboarding, adoption, and retention efforts across a customer base.

• Customer health scoring
• Automated playbooks
• Journey mapping

4

Custify

custify.com

Best for B2B SaaS customer success teams·Free trial

Custify is a customer success platform that helps SaaS companies monitor account health, reduce churn, and manage renewals and upsells. It consolidates customer data from CRM, support, billing, and product usage tools into a unified dashboard, giving customer success managers visibility into engagement and risk signals. The platform supports automated playbooks for onboarding, health scoring, and task management, along with reporting on retention metrics. It is aimed at customer success teams at B2B SaaS businesses seeking to organize account management workflows and act proactively on churn indicators rather than relying on spreadsheets or disconnected tools.

• Customer health scoring
• Automated workflows/playbooks
• Unified customer data dashboard

5

Gainsight

gainsight.com

Best for Mid-market to enterprise customer success teams

Gainsight is a customer success platform that helps businesses track customer health, manage renewals, and reduce churn. It provides tools for customer health scoring, automated playbooks, journey mapping, and success planning, along with reporting on account engagement and product usage. The platform integrates with CRM systems to centralize customer data for success teams. It is aimed at mid-market and enterprise organizations with dedicated customer success or account management functions seeking to scale retention and expansion efforts across large customer bases.

• Customer health scoring
• Automated success playbooks
• Journey mapping and reporting

6

SmartKarrot

smartkarrot.com

Best for Mid-market and enterprise SaaS customer success teams

SmartKarrot is a customer success and account management platform that helps businesses track customer health, manage onboarding, and identify expansion or renewal opportunities. It offers customer 360 views, health scoring, playbooks, and journey mapping to help teams monitor accounts throughout the lifecycle. The platform also includes analytics and reporting features to help customer success teams spot churn risks and growth opportunities. SmartKarrot is generally suited to mid-market and enterprise SaaS companies with dedicated customer success or account management teams that need to manage multiple customer accounts and lifecycle stages at scale.

• Customer health scoring
• Onboarding playbooks
• Customer 360 analytics

7

Totango

totango.com

Best for SaaS customer success teams·Free trial

Totango is a customer success platform that helps businesses track account health, monitor usage data, and manage onboarding, adoption, and renewal workflows. It provides pre-built playbooks (SuccessBLOCs) that teams can assemble to address specific customer success goals without heavy configuration. The platform integrates with CRM and product analytics systems to centralize customer data and trigger automated alerts or interventions. Totango is generally suited to customer success teams at SaaS and subscription-based companies seeking to reduce churn, scale account management, and coordinate cross-functional customer engagement efforts.

• Account health scoring
• Pre-built success playbooks
• CRM and product data integrations

8

Planhat

planhat.com

Best for B2B SaaS customer success teams

Planhat is a customer success platform that centralizes customer data to help teams track account health, monitor usage, and manage renewals and upsells. It offers customizable dashboards, health scores, and workflow automation, along with tools for onboarding, task management, and reporting across the customer lifecycle. Planhat can integrate with CRMs, support desks, and product analytics tools to consolidate customer information in one place. It is generally suited to customer success, account management, and revenue teams at B2B SaaS companies looking to organize customer data and coordinate cross-functional customer engagement activities.

• Customer health scoring
• Centralized customer data hub
• Workflow automation and playbooks

9

Akita

akitaapp.com

Best for SaaS companies managing customer health and retention·Free trial

Akita is a customer success platform that helps businesses monitor customer health, engagement, and usage data across their tools. It aggregates information from various sources such as CRMs, support systems, and product analytics to give customer success teams a unified view of account activity. Features typically include customer health scoring, automated alerts, and playbooks for managing renewals or churn risk. Akita is generally suited to subscription-based businesses and SaaS companies looking to centralize customer data and proactively manage customer relationships throughout the lifecycle.

• Customer health scoring
• Data integrations
• Automated alerts and playbooks