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description: Page 2 - Discover the best Customer Success Software in New Zealand. Compare top Customer Success Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Customer Success Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Customer Success Software

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## Products

1. [Method CRM](https://www.softwareadvice.co.nz/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
2. [Rocketlane](https://www.softwareadvice.co.nz/software/373891/rocketlane) — 4.7/5 (127 reviews) — Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system....
3. [Custify](https://www.softwareadvice.co.nz/software/148852/custify) — 4.9/5 (122 reviews) — Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain c...
4. [TeamSupport Messaging & Live Chat](https://www.softwareadvice.co.nz/software/372181/teamsupport-messaging-and-live-chat) — 4.6/5 (114 reviews) — TeamSupport's Messaging \& Live Chat leverages the power of connection to unify your support, sales, and marketing...
5. [Preferred Patron Loyalty](https://www.softwareadvice.co.nz/software/152578/preferred-patron) — 4.9/5 (109 reviews) — Preferred Patron is built for organizations that care about repeat business— from single-location shops to fast-growi...
6. [Vectera](https://www.softwareadvice.co.nz/software/341275/vectera) — 4.8/5 (104 reviews) — Vectera is a meeting management solution, which helps businesses streamline processes related to appointment scheduli...
7. [Survicate](https://www.softwareadvice.co.nz/software/31821/survicate) — 4.6/5 (99 reviews) — Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on th...
8. [OnePageCRM](https://www.softwareadvice.co.nz/software/8278/onepagecrm) — 4.8/5 (95 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
9. [Bettermode](https://www.softwareadvice.co.nz/software/145606/tribe) — 4.7/5 (94 reviews) — Bettermode is an all-in-one customer community platform to engage customers and build meaningful experiences. A commu...
10. [Product Fruits](https://www.softwareadvice.co.nz/software/336906/product-fruits) — 4.7/5 (89 reviews) — Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive ...
11. [Groove](https://www.softwareadvice.co.nz/software/110166/groove) — 4.5/5 (87 reviews) — Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their custome...
12. [Thought Industries](https://www.softwareadvice.co.nz/software/25991/thought-industries) — 4.5/5 (80 reviews) — Thought Industries is a cloud-based customer training platform designed to suit the needs of business across multiple...
13. [servis.ai](https://www.softwareadvice.co.nz/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
14. [Upnify CRM](https://www.softwareadvice.co.nz/software/264476/upnify-crm) — 4.8/5 (64 reviews) — Upnify CRM is a customer relationship management solution designed by business leaders for the international market. ...
15. [GUIDEcx](https://www.softwareadvice.co.nz/software/349977/guidecx) — 4.7/5 (64 reviews) — GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project mana...
16. [Higher Logic Vanilla](https://www.softwareadvice.co.nz/software/159952/vanilla) — 4.4/5 (63 reviews) — Vanilla is a cloud-based community management solution for consumer goods, financial services, gaming, media and publ...
17. [Modjo](https://www.softwareadvice.co.nz/software/232591/modjo) — 4.7/5 (60 reviews) — Modjo is a sales enablement tool that help modern business to close more deals. An entirely cloud-based conversation ...
18. [Userpilot](https://www.softwareadvice.co.nz/software/108924/userpilot) — 4.6/5 (57 reviews) — Userpilot is a cloud-based software that helps businesses personalize the user interface (UI) and set up automated be...
19. [Froged](https://www.softwareadvice.co.nz/software/180817/froged) — 4.5/5 (56 reviews) — FROGED was designed with your growth in mind. This means you are in the driver seat from your customer success and pr...
20. [Skalin](https://www.softwareadvice.co.nz/software/322799/skalin) — 4.9/5 (55 reviews) — Skalin is a Customer Success software for startups to scale and grow. It provides an all-in-one customer relationship...
21. [Liveoak](https://www.softwareadvice.co.nz/software/139474/liveoak) — 4.4/5 (52 reviews) — Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to...
22. [UserGuiding](https://www.softwareadvice.co.nz/software/180907/userguiding) — 4.7/5 (52 reviews) — UserGuiding empowers product teams to boost user activation and drive revenue growth through its all-in-one, no-code ...
23. [Unless](https://www.softwareadvice.co.nz/software/312230/unless) — 4.7/5 (50 reviews) — AI-powered user experience with Conversational UI provides drop-in components that allow websites and dashboards to i...
24. [3CLogic](https://www.softwareadvice.co.nz/software/19735/3clogic-cloud-contact-center) — 4.3/5 (49 reviews) — 3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers....
25. [LaunchBay](https://www.softwareadvice.co.nz/software/444024/motion-io) — 4.8/5 (49 reviews) — LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to ...

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## Related Categories

- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)
- [Live Chat Software](https://www.softwareadvice.co.nz/directory/4569/live-chat/software)
- [Customer Satisfaction Software](https://www.softwareadvice.co.nz/directory/4627/customer-satisfaction/software)
- [Customer Engagement Software](https://www.softwareadvice.co.nz/directory/508/customer-engagement/software)
- [Data Analysis Software](https://www.softwareadvice.co.nz/directory/535/data-analysis/software)

## Links

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The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities.\n\n\nCustify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events. \n\n\nCustify supports integrations with various third-party applications like Slack and Segment via APIs. 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Messaging & Live Chat is compliant with HIPAA, GDPR, and other privacy laws.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46f9b243-b89c-47ea-a91f-2a98ffa75ba2.jpeg","url":"https://www.softwareadvice.co.nz/software/372181/teamsupport-messaging-and-live-chat","@type":"ListItem"},{"name":"Preferred Patron Loyalty","position":5,"description":"Preferred Patron is built for organizations that care about repeat business— from single-location shops to fast-growing multi-location brands and established enterprises. Our customers span independent retailers, specialty services, health & wellness, automotive, professional services, entertainment, and membership-driven organizations. What they share is a commitment to community: they want programs that feel local, reward loyalty fairly, and scale without adding operational drag.\n\nWho we serve:\n\nSmall businesses & independents choose us for quick setup, built-in messaging, and simple pricing. Owners and GMs can launch a polished loyalty program in hours, not weeks—no developer required.\n\nMid-market & multi-location brands use our deeper automation, segmentation, and analytics to drive consistency across stores while leaving room for local nuance. HQ sets guardrails; locations personalize offers, events, and partnerships.\n\nFranchises rely on our role-based access, location hierarchies, and templated campaigns so franchisees can execute proven playbooks without reinventing the wheel.\n\nEnterprises leverage our APIs, KPIs, data exports, and governance controls to integrate with existing stacks, BI tools, and data policies.\n\nWhat we offer:\n\nLoyalty program engine – Run stamp, cashback or points-based rewards, tiers, and member perks. Configure earning rules, redemptions, expirations, and bonuses. Support for auto-issue, replenishment, and scheduled offers.\n\nCommunity-style programs – Spotlight local events, fundraisers, and partner perks. Reward referrals, birthdays, and milestones that matter in your neighborhood.\n\nMessaging built-in – Email and SMS are included out of the box for welcomes, birthdays, win-backs, “miss-you,” and targeted promos. \n\nUse mobile wallet & in-app messaging to nudge visits without heavy discounting.\n\nSegmentation & campaigns – Build audiences by visit recency, spend, product mix, store, or cohort. Schedule one-off blasts or always-on journeys that react to behavior in real time.\n\nAnalytics & insights – Dashboards show lift in repeat visits, average spend, and reward liability. Cohort, SKU, and store-level reporting highlight what’s working and where to tune.\n\nMulti-location controls – Central templates, brand standards, shared assets, and approval workflows. Location overrides for local calendars, partners, and inventory realities.\n\nKiosk & POS options – Support for store-front check-ins and redemption flows, with kiosk enhancements and integrations.\n\nAPIs & integrations – Connect loyalty data with ecommerce, CRM, and analytics. Export securely to your BI stack for deeper analysis.\n\nCompliance & deliverability – Fully TCPA and CTIA compliant. Consent capture, opt-in management, quiet hours/time-zone handling, and best-practice messaging help protect brand reputation and ROI\n\nDesign & branding – Launch with a branded template, then iterate. Support for digital card art, e-mail designs, and campaign creatives.\n\nEditions that scale with you:\n\nSmall Business – Essential features for 1 to 3 locations: launch fast, keep members engaged, and measure results with straightforward reporting.\n\nGrowth – Advanced automation, larger messaging allowances, and deeper segmentation for brands expanding to multiple stores.\n\nFranchise – Multi-location governance, role-based permissions, shared assets, and analytics rolled up by region or network.\n\nEnterprise – APIs, KPI, Analytics and enterprise data controls for high-volume programs.\n\nServices that ensure success:\n\nOnboarding & migration to move existing members and offers cleanly. Strategic support for program design, calendar planning, and testing. Training for staff and franchisees. Ongoing success to review KPIs, seasonal opportunities, and new feature adoption.\n\nWhether you’re a single shop proving product-market fit or an enterprise standardizing across hundreds of locations, Preferred Patron gives you a customer retention platform that is practical and brand-right","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68f21318-d28c-44c3-b355-3d51d83735ea.png","url":"https://www.softwareadvice.co.nz/software/152578/preferred-patron","@type":"ListItem"},{"name":"Vectera","position":6,"description":"Vectera is a meeting management solution, which helps businesses streamline processes related to appointment scheduling, video conferencing, communication management and more. The platform enables organizations to create encrypted video rooms for clients, facilitating interaction tracking, document sharing and recording.\n\n\nVectera comes with white-label capabilities, which allow enterprises to personalize the interface using a custom logo, colors and themes to establish brand identity. Features of the solution include annotations, notes and contact synchronization, co-browsing, whiteboarding, video recording, conversation recording and more. Additionally, users can utilize screen-sharing functionality to discuss presentations/contracts, give demos and take notes for reference.\n\n\nVectera supports integration with various third-party applications such as G Suite, Microsoft Office 365, Dropbox, Google Drive, iCloud and more. It is available on monthly subscriptions and support is extended via email, FAQs, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41595162-64bb-4256-9b61-15ff1c990c10.png","url":"https://www.softwareadvice.co.nz/software/341275/vectera","@type":"ListItem"},{"name":"Survicate","position":7,"description":"Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on them with confidence.\n\nWith advanced analysis tools, AI-powered insights, and 360-view customizable dashboards, Survicate helps you turn raw feedback into actionable strategies that boost customer satisfaction, reduce churn, refine products, and sharpen marketing efforts.\n\nConnect Survicate seamlessly with various native integrations and act on the collected insights instantly. \n\nKey features include:\n- Run highly targeted surveys via email, link, website, in-product, and mobile apps\n- Connect 40+ native integrations, like HubSpot, Braze, Slack, Salesforce, and more\n- Visualize real-time data with customizable Dashboards & widgets\n- Analyze & categorize feedback & sentiment faster with the AI-powered Insights Hub\n- Instantly uncover trends and customer needs with the Research Assistant AI chat\n- Collect feedback in multiple languages to automatically reach a global audience\n\nCommon use cases include:\n- Identify feature requests, uncover usability issues, and validate ideas directly with users. Prioritize roadmaps based on real feedback gathered via in-product, mobile, and web surveys.\n- Run post-interaction CSAT and NPS® surveys to understand customer satisfaction and improve performance. Spot detractors early and respond before they churn.\n- Collect insights to improve messaging, conversion, and brand positioning. Test landing page effectiveness or campaign recall with targeted surveys & analyze results quickly with AI. Then, connect with 40+ native integrations to automate workflows & personalize communications effortlessly.\n- Understand user experience inside mobile & web apps. Catch negative feedback before it hits review sites by triggering contextual surveys based on app behavior​​. Aggregate reviews from external sites and easily categorize, extract insights, and analyze with AI.\n- Reach audiences in multiple languages through multilingual surveys with personalized logic. Capture consistent feedback globally while centralizing data for efficient analysis.\n- Use the AI-powered Research Assistant to summarize qualitative responses and trends at scale. Run continuous research with targeted surveys and surface unexpected insights through the Insights Hub​.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3ea9811-0efe-4142-a73c-dc185941a50d.png","url":"https://www.softwareadvice.co.nz/software/31821/survicate","@type":"ListItem"},{"name":"OnePageCRM","position":8,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.nz/software/8278/onepagecrm","@type":"ListItem"},{"name":"Bettermode","position":9,"description":"Bettermode is an all-in-one customer community platform to engage customers and build meaningful experiences.\n\nA community built on Bettermode is a customer hub with many use cases. Product teams collect ideas and feedback. Customer support and success teams build resource centers and knowledge base. Marketing teams communicate with customers, organize events, and scale content creation.\n\nKey elements include complete customization, embeddable widgets, modern design, comprehensive API, gamification, analytics, powerful moderation tools, newsletter system, integration with popular tools, and more.\n\nBettermode lets users start a discussion and provides additional functionalities that allow them to ask questions, start polls, organize events, follow people, comment on discussions and share content. In addition, community managers can customize the platform by adding a branded site header and footer.\n\nThe solution can integrate with multiple tools such as Google Analytics, Slack, HubSpot, Hotjar, and MailChimp.\n\nBettermode's localization capability allows companies to build multilingual communities with 30+ International languages.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a2097287-6f15-427a-bec2-cb086d40c254.png","url":"https://www.softwareadvice.co.nz/software/145606/tribe","@type":"ListItem"},{"name":"Product Fruits","position":10,"description":"Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive guidance tools. It is used by software companies, SaaS providers, and digital product teams to simplify onboarding processes, reduce churn, and enhance product engagement without requiring coding knowledge.\n\nThe platform includes features such as interactive tours and guides that help users navigate applications, onboarding checklists that break down complex tasks, and contextual hints and tooltips that highlight key functionalities. It provides in-app announcements through pop-ups, banners, and newsfeeds to share updates. Tools for measuring user satisfaction, such as NPS surveys, are included, along with a feedback widget for gathering user input. A 24/7 in-app support button is available for assistance.\n\nAI-powered features automate the creation of welcome tours, feature guides, and announcements, streamlining content development. Onboarding flows can be triggered based on user activities using custom events. A knowledge base organizes content for self-service support. The platform is designed to work within existing software environments and includes security measures to protect data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa532ebf-c649-45bb-b50f-a56542bb71a7.png","url":"https://www.softwareadvice.co.nz/software/336906/product-fruits","@type":"ListItem"},{"name":"Groove","position":11,"description":"Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge management, reporting tools and customer self-service.\n\n\nGroove allows users to converse with their customers on multiple channels through one platform. Reporting dashboards display customer support metrics such as average handle time and reply type, as well as complaint trends, bugs and requests.\n\n\nUsers can set up an online knowledge base for customers. Groove also offers on-site support widgets such as an FAQ, contact forms and live chat. The software supports various integrations including Slack, Zapier, Facebook and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ab0ef76-5070-4031-a2da-fbbdaaa97462.jpeg","url":"https://www.softwareadvice.co.nz/software/110166/groove","@type":"ListItem"},{"name":"Thought Industries","position":12,"description":"Thought Industries is a cloud-based customer training platform designed to suit the needs of business across multiple industries including IT, manufacturing, professional training, continued education, continued medical education, associations, and customer onboarding.\n\nKey functionalities of the platform include drag-and-drop course authoring, a custom microsite and page builder, learner management capabilities, eCommerce capabilities, certification management, social learning and communities, ILT and vILT, gamification, mobile learning, in-depth reporting and analytics, xAPI, in-app play, AI recommendation engine, and both xAPI and SCORM compliance, within one integrated suite.\n\nThe Thought Industries platform is a browser-agnostic system. It is compatible with both desktops and mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/85b12ba7-85db-4b5a-91a4-f9248aaec43e.png","url":"https://www.softwareadvice.co.nz/software/25991/thought-industries","@type":"ListItem"},{"name":"servis.ai","position":13,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.softwareadvice.co.nz/software/113880/freeagent","@type":"ListItem"},{"name":"Upnify CRM","position":14,"description":"Upnify CRM is a customer relationship management solution designed by business leaders for the international market. It allows users to track each of your contacts, generating more opportunities that can translate into new business for your company. \n\nUpnify provides tools that simplify activities that impact executive work, saving time and increasing efficiency. Change your management skills with Upnify, standardizing the phases of your business process and making a good impression on your potential customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e773959-b7b5-4014-ba9f-5d64118f4ebe.png","url":"https://www.softwareadvice.co.nz/software/264476/upnify-crm","@type":"ListItem"},{"name":"GUIDEcx","position":15,"description":"GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project management tools, GUIDEcx is built to engage internal teams and customers or third parties.\n\nWith over 300,000 projects successfully completed, GUIDEcx helps teams shorten time to value, reduce churn, and increase team capacity through intelligent automation and customer engagement. \n\nTask automation, role-based project views, intelligently forecasted end dates, and engagement through the portal, email, or mobile app make it easy to guide users through onboarding projects. \n\nPlus, with the GUIDEcx Recipe Builder (native iPaaS solution), you can streamline your tech stack with custom-built integrations to any software solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e684d417-5542-4da8-9cd4-a9a73b89aefc.jpeg","url":"https://www.softwareadvice.co.nz/software/349977/guidecx","@type":"ListItem"},{"name":"Higher Logic Vanilla","position":16,"description":"Vanilla is a cloud-based community management solution for consumer goods, financial services, gaming, media and publishing and technology. The solution helps organizations engage members, create discussion forums and gather ideas through crowdsourcing.\n\n\nVanilla’s forums module enables users to start and moderate discussions. The module allows members to tag other members, add photos and videos to the discussion, create profiles, enable real-time edits and send private messages. Members can also create their online avatars using different icons.\n\n\nThe solution’s gamification functionality enables users to earn ranks, badges and followers. Also, the functionality enables users to remove spam and abusive content from the discussion on the basis of user reactions.\n\n\nThe platform can be integrated with third-party software such as WordPress, Zendesk, GitHub, Salesforce, MailChimp and HootSuite. Vanilla integrates with social-networking platforms such as Facebook, LinkedIn and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5584ef1-e55b-4d36-8ab1-42547cded7a5.jpeg","url":"https://www.softwareadvice.co.nz/software/159952/vanilla","@type":"ListItem"},{"name":"Modjo","position":17,"description":"Modjo is a sales enablement tool that help modern business to close more deals. An entirely cloud-based conversation intelligence software that integrates seamlessly with popular productivity and helpdesk tools. \n\nModjo was built to make every interaction as easy to manage – accessible, transparent, and collaborative.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89c88d43-9cd6-4a85-9448-381d8c4e19fd.png","url":"https://www.softwareadvice.co.nz/software/232591/modjo","@type":"ListItem"},{"name":"Userpilot","position":18,"description":"Userpilot is a cloud-based software that helps businesses personalize the user interface (UI) and set up automated behavior-driven triggers to improve product adoption and customer onboarding processes. Managers can segment users based on specific attributes or in-app events and create multilingual walkthroughs, tips or hints to improve clients' overall experience.\n\n\nEnterprises can build experiences by adding custom triggers or conditions and preview them across staging/production environments. It allows administrators to perform A/B testing on in-app experiences, set up milestones for clients and track users' engagement rates via actionable analytics. Additionally, professionals can create net promoter score (NPS) surveys, customize them according to organizational requirements and generate scores to determine clients' satisfaction rates with the product.\n\n\nUserpilot facilitates integration with several third-party applications including Google Analytics, Amplitude, Intercom and Segment. Pricing is available on monthly or annual subscriptions and support is extended via documentation, phone and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b9dc00b-b94e-45c2-b4b2-693c14c306a4.png","url":"https://www.softwareadvice.co.nz/software/108924/userpilot","@type":"ListItem"},{"name":"Froged","position":19,"description":"FROGED was designed with your growth in mind. This means you are in the driver seat from your customer success and product teams to your marketing touch points. \n\nOur focus is on the entire customer journey from Onboarding and retention to proactive customer support.\n\nWe provide complete customization with our scalable and adaptable technology from -\n* Behavioral segmentation\n* Product Flows\n* Knowledge Base \n* Email campaigns\n* NPS Surveys\n* In-app widget\n* +2k integrations and API\n* Dedicated CS Manager and Dev team","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ec54a8a7-fd59-4b6b-9ba5-41a51a1ffd07.png","url":"https://www.softwareadvice.co.nz/software/180817/froged","@type":"ListItem"},{"name":"Skalin","position":20,"description":"Skalin is a Customer Success software for startups to scale and grow. It provides an all-in-one customer relationships platform where all customer data is accessible on one platform thanks to our native integrations. View key information at a glance from your CRM, email, and your application's back off with 360 degree customer view. With user engagement metrics users can identify their platform's active users and see who is moving away from the product. Save time with no more having to log tracking data manually. Our customers save an average of four hours each week.\n\nSkalin's health score is used to prevent churn and boost upselling. Our AI detects threats and business opportunities within customer portfolios. Our score detects the variables that really matter and automatically calibrates the algorithm for each customer segment. It's customizable with our algorithms which factor in specific business indicators to narrow in on what matters to your users. Results are proven within just three weeks of activation, providing a quick return on investment. \n\nReceive smart alerts for shifting from reactive to proactive with our Smart Agent, which detects changes in the status of your accounts and provides updates. Custom alerts detect risky behaviors and send notifications the way that works best for the user. Get reminders about key deadlines. Performance reports create consistency in user monitoring, safeguard your future revenue, and reach your targets. Collaborate by sharing account strategies easily within the entire team. Effortlessly keep your CEO in the loop.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/65ef3a73-edd5-4e58-8651-3812008047cf.jpeg","url":"https://www.softwareadvice.co.nz/software/322799/skalin","@type":"ListItem"},{"name":"Liveoak","position":21,"description":"Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to customers and manage operations related to documents signing, data verification, agreement creation and more. Manager can assist customers with the entire document generation process through online screen sharing, conferencing, and other collaboration tools.\n\n\nLiveoak comes with an audit trail functionality, which automatically stores details about data alterations, keystrokes and shared documents/photos to ensure security against unauthorized access and data theft. The solution offers numerous features such as multi-platform access, synchronous form editing, web conferencing, file uploading, video attestation, virtual meetings and more. Additionally, organizations can capture and verify customer information using live electronic Signatures and client’s webcam.\n\n\nLiveoak facilitates data encryption using AWS security and supports integration with various customer relationship management (CRM) applications. Pricing is available on request and support is provided via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f38947-f3be-4fbc-8f2e-b3fbc82bbf54.png","url":"https://www.softwareadvice.co.nz/software/139474/liveoak","@type":"ListItem"},{"name":"UserGuiding","position":22,"description":"UserGuiding empowers product teams to boost user activation and drive revenue growth through its all-in-one, no-code platform. Quickly implement superior self-service experiences that enhance user adoption and minimize support needs without breaking the bank. With UserGuiding, you can:\n\n        •        Activate users with interactive in-app guides and walkthroughs\n        •        Boost feature adoption with personalized onboarding flows\n        •        Offer AI-powered self-serve help to reduce support tickets\n        •        Announce product updates effectively within your app\n        •        Collect user feedback seamlessly to improve your product\n\nJoin 1,000+ teams who trust UserGuiding for the fastest implementation and exceptional value. Drive revenue growth effortlessly and achieve lasting user engagement with UserGuiding—the smartest choice for product teams seeking superior self-service solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c429b9c2-12fc-47f8-b843-3263cc1e13be.jpeg","url":"https://www.softwareadvice.co.nz/software/180907/userguiding","@type":"ListItem"},{"name":"Unless","position":23,"description":"AI-powered user experience with Conversational UI provides drop-in components that allow websites and dashboards to interact with users like a human would, without the risks. Enhance websites or dashboards with contextual assistance, leveraging AI-powered chat, tooltips, alert boxes, and more.\n\nIt enables users to resolve customer queries with automated responses using 24/7 personalized dialogue with an AI that has deep knowledge of the business. Improve the performance of the organization with automation and coaching, by making complex information accessible on human terms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/410b1ee9-f3c3-47bb-a224-52c85f4d7c33.png","url":"https://www.softwareadvice.co.nz/software/312230/unless","@type":"ListItem"},{"name":"3CLogic","position":24,"description":"3CLogic is a leading cloud contact center platform modernizing enterprise communications for employees and customers. Built on AWS, the solution provides advanced and scalable speech-enabled offerings for leading CRMs, including ServiceNow, Salesforce, SAP, and MS Dynamics. With deployments on five continents serving Global 2000 clients, 3CLogic drives digital transformation by improving CX, operational efficiency and reporting insights with dynamic IVR, CTI, AI, SMS, and speech analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b06aa98-1390-4c93-b017-abba30f11016.png","url":"https://www.softwareadvice.co.nz/software/19735/3clogic-cloud-contact-center","@type":"ListItem"},{"name":"LaunchBay","position":25,"description":"LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to deliver a best-in-class customer experience without hiring more staff or adding work to their team's plate.\n\nFrom onboarding and implementation to ongoing service delivery, LaunchBay brings every step including tasks, communication, approvals, time tracking, resource management, and data collection into one platform your team and your clients actually use. \n\nThe result is faster time-to-value, fewer status calls, and a client experience that reflects your brand's professionalism at every touchpoint.\n\nFor Internal Teams\nLaunchBay delivers the operational clarity of a professional services automation tool with the client experience layer most PSA platforms leave out.\n\n- A real-time Projects Dashboard gives ops leaders visibility into health scores, project status, and activity across every active engagement. Spot which projects are on track and which are behind at a glance, drill into any blocker instantly, and take action before clients complain.\n\n- Reusable project templates let you map out every task, stage, and resource your team and clients need to complete, so every engagement starts from a proven foundation rather than a blank slate. \n\n- Tasks are fully flexible — attach intake forms, contracts, file uploads, invoices, or embedded tools to any step in the workflow. Set due dates once and LaunchBay handles the rest, sending automatic reminders when something is overdue so your team stops chasing and starts delivering.\n\n\n- A shared Message Center replaces scattered email threads and Slack messages with one centralized inbox where your team can see every client conversation, respond quickly, and collaborate internally using private notes that clients never see. Every file, message, and update lives in one place, tied to the right project and the right client.\n\n- Reporting gives ops leaders the visibility to act early instead of reacting late. The Project Progress view surfaces task completion status across every active project in a single grid, highlights which projects are behind, and lets you drill into any blocker for additional context. No more standing over your team or finding out about problems after clients have already noticed.\n\nFor Clients\nLaunchBay creates a premium self-service experience that keeps clients informed and moving without requiring constant input from your team. \n\n- Each customer gets a secure, branded portal with loginless access via magic link — no account creation, no password reset emails, no friction. \n- Clients click a link in their inbox and land directly in their portal, ready to get started.\n- Inside their portal, clients see all of their active projects in one place, with a clear task list that tells them exactly what to do and why. \n- Tasks are actionable — clients can complete intake forms, sign contracts, submit payments, and upload files without ever leaving the portal. \n- A visual Progress Tracker gives clients a real-time view of exactly where their project stands, updated automatically as work gets done, so they always know what's been completed and what comes next without emailing your team to ask.\n\nBuilt to Fit Your Stack\nLaunchBay integrates with the tools your team already runs on including HubSpot, Zapier, Stripe, Calendly, Google Drive, and more. \n\nKick off onboarding automatically the moment a deal closes in your CRM, sync client data across your stack, and eliminate the manual handoffs that slow projects down at the start.\n\nWhether you're a SaaS company managing customer onboarding, a marketing agency running client kickoff projects, or a professional services firm delivering complex implementations, LaunchBay gives you the workflow automation, task management, time tracking, and client communication tools to deliver every engagement with speed, consistency, and confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d82dfdf6-5777-4bb9-8d0c-66d1b4601392.png","url":"https://www.softwareadvice.co.nz/software/444024/motion-io","@type":"ListItem"}],"numberOfItems":25}
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