Top AI Tools for Customer Success Manager🏆
Table of Contents
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Ortto is a comprehensive platform that unifies customer data, marketing automation, and analytics. It offers AI-powered marketing automation and a range of features including email marketing, SMS marketing, push notifications, live chat, and more.
Pricing:PaidKey Features:- Email marketing
- SMS marketing
- Push notifications
- Live chat
- Inbox
- Knowledge base
- In-app messages
- Popups, forms & surveys
- Lead scoring
- Security & privacy
- Integrations
Use Cases:- Engaging audiences across the customer lifecycle
- Understanding customer data
- AI-powered marketing automation
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Cogram is an AI-powered platform that enhances team productivity by taking notes in meetings, tracking actions, and automating post-meeting tasks. It is trusted by top organizations and is designed to optimize operations while ensuring data privacy and security.
Pricing:Contact for PricingKey Features:- Automatic Summaries, Notes, and Action Items: Generated by state-of-the-art AI
- Intuitive Human Review: Make a human review of AI-generated meeting notes and summaries fast and easy
- Platform-Agnostic: Works in Zoom, Microsoft Teams, Google Meet, and more
- Custom Instructions and Insights: Customize what information Cogram captures and instruct Cogram to edit summaries or notes
- Security Emphasis: No audio or video recordings of meetings are stored, GDPR compliant, and supports enterprise security measures
Use Cases:- Sales and Business Development: Focus on leads, clients, or customers without getting distracted by note-taking
- Project Management: Beat deadlines, prevent misalignment and control costs
- Enterprise Efficiency: Create custom meeting summaries and insights, automate recaps, and track efficiency
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Sonero is an AI-powered tool that enhances the efficiency of meetings, assisting businesses in understanding and responding to customer call outcomes, increasing revenue and retention.
Pricing:Contact for PricingKey Features:- Rich Predictive Analytics
- Privacy-centric Approach
- Complete Transcripts
- Sentiment Analysis
- Automated Coaching
- API extendable Functionality
Use Cases:- Understanding and responding to customer call outcomes
- Increasing revenue and retention
- Receiving automatically extracted conversation highlights
- Predicting and preempting customer intent
- Getting facial and speech analysis
- Improving meetings by automated coaching
- Integrating with your tools
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Create a custom AI chatbot with Chaindesk, a no-code platform that easily integrates with your business data for efficient customer support and team onboarding.
Pricing:FreemiumStarts from 49$Key Features:- No-code AI chatbot creation: Easily build custom AI chatbots without any technical expertise.
- Data and API integrations: Connect AI agents to various data sources and APIs for expanded capabilities.
- Multilingual support: Offers extensive language support enabling interactions in over 100 languages.
- 24/7 Customer assistance: AI chatbots provide continuous support, improving customer service efficiency.
Use Cases:- Streamlining customer support with AI chatbots
- Onboarding new team members through interactive AI
- Extracting and summarizing information from uploaded documents
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Promtify simplifies AI engagement, offering a template-based approach for diverse content generation needs.
Pricing:FreemiumStarts from 3$Key Features:- Template Builder: Easy creation and utilization of ChatGPT templates
- Community Engagement: Share and discover templates within the AI community
- Business Integration: Seamlessly integrate AI into business software and CRMs
- Personalized Experience: Utilize personal data for tailored AI interactions
Use Cases:- Automating repetitive tasks
- Enhancing creative processes
- Streamlining business communications
- Generating personalized content
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Sybill enhances sales productivity by providing real-time CRM updating, accurate call summaries, and behavior analysis with seamless integrations.
Pricing:PaidStarts from 49$Key Features:- Real-Time CRM Updates: Enhances deal visibility and sales forecasting accuracy.
- Accurate Call Summaries: Generates precise summaries with next steps, pain points, and pricing discussions.
- Behavior Intelligence: Analyzes engagement and sentiment data to understand buyer intent.
- Seamless Integrations: Compatible with major CRMs and communication platforms.
Use Cases:- Account Executives: Improve communication and win rates with summarized insights.
- Sales Leaders: Gain deal visibility and forecast accuracy for strategic planning.
- Customer Success: Align customer needs with organizational responses.
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Optimize sales and customer success with Goodmeetings, an AI-driven meeting insights and automation tool designed for revenue teams.
Pricing:PaidStarts from 50$Key Features:- Call Recording: Capture every meeting for detailed review and compliance.
- AI-Generated Summaries & Action Items: Quickly understand key points without sifting through entire meetings.
- High-Quality Transcriptions: Accurate text versions of your calls for easy reference and sharing.
- AI-Curated Moments: AI identifies and highlights the most important parts of your conversations.
- Coaching: Improve your team's performance with actionable insights from meetings.
- Call Analytics: Get detailed analytics to measure and improve team performance.
- Sharing & Collaboration: Easily share key moments and insights with the team.
- 24*7 Customer Support: Access round-the-clock support for uninterrupted service.
- Advanced Security: Protect sensitive data with robust security measures.
Use Cases:- Sales Performance Enhancement
- Customer Success Optimization
- Sales Team Coaching & Training
- Meeting Efficiency & Analytics
- Cross-Departmental Collaboration
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Deeto is a comprehensive platform designed to leverage customer experiences, connecting prospects with verified users to boost sales and enhance marketing strategies.
Pricing:Contact for PricingKey Features:- Smart Matching: Advanced algorithm enhances prospect-reference engagements.
- Real-time notifications: Immediate updates keep the sales process informed and dynamic.
- Rewards System: Shows appreciation to participating customers, boosting engagement.
Use Cases:- Sales acceleration by connecting prospects with credible customer references.
- Marketing enrichment through authentic customer endorsements.
- Customer Advocacy by promoting a network of engaged, rewarding brand advocates.
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Swyft is an AI-driven tool designed to streamline CRM data management by automatically capturing and updating Salesforce data post-sales calls, boosting productivity and pipeline accuracy.
Pricing:Contact for PricingStarts from 50$Key Features:- Meeting Summary: Automatic summary generation to minimize manual notetaking.
- Structured Data & Context: Intelligent capture of meeting details into Salesforce opportunities post-call.
Use Cases:- Sales teams requiring efficient CRM data entry
- Businesses looking to enhance productivity in updating sales opportunities
- Individuals in design, marketing, or development roles seeking specialized plans for CRM management
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Create and host an AI-powered video knowledge base for improved customer support and education.
Pricing:FreemiumStarts from 25$Key Features:- AI-Powered Video Creation: Generate how-to videos with automatic voice-over using an AI screen recorder.
- Customizable Knowledge Base: Choose from pre-made layouts to create a branded video experience.
- In-App Video Accessibility: Embed video support within apps and websites for contextually relevant assistance.
- Multilingual Support: Offer videos in various languages, catering to a global audience.
Use Cases:- Customer Support Enhancement
- Streamlined Employee Training
- Education Resource Creation
- Replacement for YouTube Hosting
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Optimize product development and customer retention with Insight7's AI-powered platform that aggregates, analyzes, and activates customer feedback.
Pricing:PaidStarts from 19$Key Features:- Customer Interview Analysis: Record, transcribe, and analyze interviews at scale.
- Product Decision Prioritization: Make decisions based on customer attributes and signals.
- Feedback Segmentation: Segment feedback using attributes like revenue, industry, and size.
Use Cases:- Streamlining product discovery processes
- Enhancing revenue growth and customer retention
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Maximize organizational efficiency with Thinkstack, an advanced GPT-powered chatbot maker requiring zero coding skills and offering core features for free.
Pricing:FreemiumStarts from 20$Key Features:- Zero-coding chatbot creation: Build GPT-powered chatbots without any coding expertise
- Core Features Free: Access to essential chatbot functionalities at no cost
- GPT-4 Integration: Utilize the latest GPT-4 technology for advanced conversational capabilities
- Comprehensive Customization: Fully personalize your chatbot with branding, language, and custom knowledge bases
- Multi-industry Solutions: Tailored chatbot solutions for industries like healthcare, SaaS, banking, and retail
Use Cases:- Automated customer service and support
- Efficient lead generation and gathering user feedback
- Data analysis and insights for customer engagement patterns
- Routine operations automation for businesses
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Four/Four specializes in extracting actionable insights from customer conversations, integrating seamlessly with CRM data for enhanced decision-making.
Pricing:Contact for PricingKey Features:- Voice of Customer Capture: Automatically captures customer conversations and integrates with CRM data.
- AI-driven Insights: Analyzes captured data to generate actionable business insights.
- Strategic Assistance: Facilitates vital functions like opportunity development and market segmentation.
Use Cases:- Improving customer success strategies
- Enhancing product development through market needs alignment
- Optimizing sales and marketing strategies based on customer insights
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BSG AI Voice Bot is a 24/7 success assistant powered by Generative AI LLM technology, offering seamless dialogues and natural conversations for various business processes.
Pricing:Contact for PricingKey Features:- Global Reach: Seamless dialogues from a single point
- Natural Conversations: Effortlessly understands questions and context
- Lead Management: Manages and processes leads efficiently
- Client Reactivation: Reactivates clients effectively
- Autonomous Operation: Fully autonomous 24/7 functionality
- Multi-lingual Support: Understands and speaks multiple languages
- Complex Dialogue Handling: Capable of engaging in lengthy, complex conversations
- Integration: Can be integrated with various business systems and CRMs
Use Cases:- Customer Support: Handling inquiries and resolving issues
- Lead Generation: Engaging potential clients and qualifying leads
- Sales Automation: Making outbound calls and promoting products
- Appointment Scheduling: Managing bookings and reminders
- Feedback Collection: Gathering customer insights and surveys
- Financial Services: Sending alerts and managing account inquiries
- Healthcare: Managing appointments and patient records
- E-commerce: Processing orders and handling customer queries
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Helpix AI offers automated customer service with an omnichannel approach, enhancing customer interactions with advanced AI technologies.
Pricing:Contact for PricingKey Features:- Seamless Knowledge Integration: Effortlessly gather and utilize information from various sources.
- Optichannel Engagement: Engage with customers across multiple preferred channels and languages.
- Proprietary NLU Model: Deliver human-like interactions with superior natural language understanding.
- No-Code Setup: Set up and configure without the need for programming expertise.
Use Cases:- Automating customer service inquiries across diverse communication channels.
- Enhancing sales engagement through personalized AI-driven responses.
- Integrating AI with existing customer support systems for improved performance.
- Providing multilingual support without manual language proficiency.
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Kustomer is an AI-powered customer service platform that combines CRM, ticketing, and AI capabilities to provide automated, efficient customer support across all channels with a conversation-based pricing model.
Pricing:Contact for PricingKey Features:- AI Agents: Automated customer support across all channels
- CRM Integration: Complete 360-degree customer view
- Omnichannel Support: Seamless engagement across email, chat, social, and phone
- Workflow Automation: Streamlined repetitive processes
- Real-time Analytics: Data-driven insights and reporting
- Security Compliance: Secure customer data management
- Agent Assistance: AI-powered tools for support teams
Use Cases:- Customer self-service automation
- Agent-assisted customer support
- Proactive customer service delivery
- Customer relationship management
- Support ticket management
- Customer inquiry automation
- Cross-channel customer engagement
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Hello24 is an AI-powered WhatsApp Business platform that enables companies to sell products, deploy marketing campaigns, and provide 24/7 customer support through WhatsApp messaging.
Pricing:PaidStarts from 40$Key Features:- WhatsApp Shop: Complete e-commerce functionality within WhatsApp
- AI Chatbot: 24/7 automated customer support and engagement
- Payment Integration: 2-click payment processing on chat
- Marketing Automation: Targeted campaigns and customer segmentation
- Cart Recovery: Automated abandoned cart recovery system
- Multi-platform Integration: Connected with Shopify, WooCommerce, Zoho CRM
- Analytics Dashboard: Comprehensive performance tracking and insights
- Multilingual Support: Chatbot functionality in multiple languages
Use Cases:- E-commerce sales through WhatsApp
- Automated customer support
- Marketing campaign management
- Lead generation and qualification
- Order and shipment tracking
- Cart abandonment recovery
- Customer engagement automation
- Sales funnel optimization
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YOMO AI is a comprehensive platform that helps product teams gather customer feedback, conduct user research, and generate AI-powered insights to build better products. It combines feedback management, research organization, and collaborative tools in one solution.
Pricing:Contact for PricingKey Features:- Feedback Collection: Automated 24/7 gathering from multiple channels
- AI Analysis: Automated insight generation and trend identification
- Research Hub: Centralized storage and organization of user research
- Interview Management: Auto-transcription and summarization in 40+ languages
- Collaborative Workspace: Visual boards for team planning and brainstorming
- Knowledge Base: Centralized documentation system
- Revenue Impact Analysis: Prioritization based on customer revenue
- Automated Tagging: AI-powered categorization of feedback and insights
Use Cases:- Product feedback analysis
- User research management
- Customer insight generation
- Team collaboration and planning
- Product roadmap prioritization
- Interview transcription and analysis
- Knowledge management
- Strategic decision making
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Churn360 is an AI-powered customer success platform designed for B2B SaaS companies that transforms data into actionable insights to reduce churn and improve customer retention.
Pricing:Contact for PricingKey Features:- 360° Customer View: Complete integration with third-party business software
- Health Score Monitoring: Real-time tracking of customer churn likelihood
- Customer Journey Mapping: Track progression from onboarding to advocacy
- Automated Plays: Template-based customer success process automation
- Campaign Management: Personalized NPS, CES, and CSAT surveys
- Push Notifications: Real-time customer engagement capabilities
- Custom Segmentation: Group customers based on similar attributes
- Workspace Dashboard: Personalized CSM dashboard
Use Cases:- Customer Retention Management
- Subscription Renewal Tracking
- Customer Onboarding Automation
- Upsell Opportunity Identification
- Customer Health Monitoring
- Customer Journey Optimization
- Customer Feedback Collection
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Alterfy is an AI-powered meeting platform that helps organizations reduce unnecessary meetings through AI agenda scoring, project summarization, and asynchronous communication features.
Pricing:FreemiumStarts from 7$Key Features:- AI Agenda Score: Comprehensive meeting scoring to determine meeting necessity
- AI Project Summary: Quick project status updates covering who, what, and why
- Asynchronous Video Updates: Team communication with video metrics
- Smart Scheduling: Intelligent meeting scheduling optimization
- Analytics & Reporting: Detailed insights into meeting efficiency
- Tasks & Goals Management: Project tracking and goal setting capabilities
Use Cases:- Evaluating meeting necessity before scheduling
- Getting quick project status updates
- Asynchronous team communication
- Meeting effectiveness analysis
- Team collaboration optimization
- Project management streamlining
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Gleap is an all-in-one AI-powered customer support and feedback platform featuring GPT-4 based chatbot Kai, visual bug reporting, live chat, and product roadmap management tools to improve product development and customer relationships.
Pricing:FreemiumStarts from 39$Key Features:- AI Chatbot Kai: GPT-4 powered automated customer support
- Visual Bug Reporting: Technical and visual data logging for faster troubleshooting
- Live Chat: Real-time customer support communication
- Knowledge Base: SEO-optimized help center creation
- Product Roadmap: Feature request management and user voting system
- Marketing Automation: Targeted messaging and customer engagement
- Custom Chatbots: No-code bot creation for scaling support
- Survey Management: In-context user feedback collection
Use Cases:- Customer support automation
- Bug tracking and resolution
- Product feedback collection
- User engagement measurement
- Knowledge base management
- Feature request tracking
- Customer communication automation
- Product adoption monitoring
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dStudio.ai is an AI-powered platform that enables businesses to create, manage, and analyze surveys, assessments, and quizzes for data-driven decision making. It specializes in employee engagement and customer feedback collection with advanced analytics capabilities.
Pricing:FreemiumStarts from 9$Key Features:- AI-Generated Analysis: Automated insight generation from collected data
- Unlimited Surveys: Create multiple surveys without restrictions
- Response Management: Collect and organize feedback efficiently
- Magyk Creator: Advanced survey creation tool for premium users
- Global Support: Dedicated assistance across multiple regions
- Intuitive Interface: User-friendly design for easy navigation
Use Cases:- Employee engagement surveys
- Customer satisfaction measurement
- Training effectiveness assessment
- Hiring process optimization
- Marketing campaign feedback
- Performance tracking
- Customer experience improvement
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Lancey is an AI-powered product management platform that transforms unstructured product feedback into actionable insights, helping teams build successful products through automated data processing and analysis.
Pricing:PaidStarts from 500$Key Features:- Automatic Data Processing: Processes feedback data from multiple sources automatically
- Smart Integration: One-click integrations with popular tools and platforms
- Insight Generation: Automated theme and sentiment analysis of feedback
- User Interview Management: Easy identification and setup of user interviews
- Feedback Loop Closure: Automated notification system for acted-upon feedback
- Cross-Data Analysis: Comprehensive insights across different data points
Use Cases:- Product feedback analysis
- Feature impact assessment
- User research coordination
- Customer sentiment tracking
- Product decision making
- Roadmap planning
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Maverick is an AI-powered video personalization platform that helps ecommerce stores create customized video experiences for their customers, delivering 5X higher engagement rates and 20% more repeat purchases.
Pricing:PaidStarts from 200$Key Features:- AI Video Personalization: Record once and automatically personalize for all customers
- Multi-channel Integration: Compatible with major ESPs like Klaviyo and Omnisend
- Branded Landing Pages: Custom video pages with company branding
- Analytics Dashboard: Track engagement and conversion metrics
- Automated Delivery: Seamless integration with email and SMS marketing platforms
- No-code Setup: Easy installation through Shopify app with no engineering required
Use Cases:- Post-purchase thank you messages
- Abandoned cart recovery
- Welcome series for new subscribers
- Customer retention campaigns
- Brand engagement enhancement
- Subscription enrollment promotion
- Customer service personalization
