If you want a hub for customer success teams to work together and manage projects, Vitally is worth a look. It combines customer information, workflow and task management into one service. It offers real-time views into customer interactions, health scores and data-rich dashboards for important metrics. With a wide range of integration options and a clean interface, Vitally can help your team work more efficiently and keep customers happier.
Another contender is Totango, which is designed to help you create, execute, measure and scale SaaS customer success programs. It includes tools like pre-built customer success programs, in-app experiences, automated workflows and a multi-dimensional health score. Totango integrates with common tools like Salesforce, Zendesk and Slack, and is designed for companies that want to maximize customer retention and growth.
If you prefer a more flexible, customizable platform, check out Asana. It's designed to help teams manage projects, tasks and goals across different teams, with features like workflow automation, resource planning and AI integration. Asana has more than 300 integrations and offers pricing that scales up or down depending on team size and needs. That makes it a good option for teams that want to get their work in order and work more efficiently.
Last, ClickUp combines tasks, goals and chat into one service designed to help teams work together better. It offers customizable views, no-code automation tools and integration with other apps. ClickUp's flexible pricing and feature-rich design make it a good option for teams in marketing, product management and other areas.