Best CSM Tools: Insights & Recommendations

Sep 14, 2023

∙ Paid

Having the right tools is fundamental to Customer Success.

Customer Success Managers (CSMs) are always looking for ways to improve customer relationships, reduce churn, and boost growth.

One vital part of this process is choosing the right software for Customer Success.

In today’s newsletter, I explore insights from the community about the top CSM tools and hear from pros who've used them.

Let’s go!

Why the Right CSM Tool Matters for Customer Success Managers

To succeed in customer success, you need a tool that makes your life easier: streamlining tasks, automating work, and giving valuable insights.

The wrong tool can cause frustration, inefficiency, and missed opportunities.

Here are 5 platforms that will help you build, manage, and operate your CS strategy:

p.s. This list will be updated as I discover more tools and insights over time.