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Top 9 Project Management Products in Customer Success

The best Project Management Products within the Customer Success category - based on our collection of reviews & verified products.

Setuply Magentrix Planhat TaskRay Lone Wolf Back Office Simpliboard Customer Success Radio Productlane OnScribe

Product categories

CRM Customer Communication Customer Success Customer Support Design Tools Help Desk Onboarding Software Productivity Project Management Task Management Web App eCommerce

Summary

The top products on this list are Setuply, Magentrix, and Planhat. All products here are categorized as: Software for planning, organizing, and managing resources to achieve project goals. Customer Success. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.
  1. Setuply Landing Page
    Setuply Landing Page
    1

    Setuply

    Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.

    #Project Management #Customer Support #Onboarding Software

  2. Magentrix Landing Page
    Magentrix Landing Page
    2

    Magentrix

    We are the portal experts. Partner portals & customer portals integrated with your CRM to maintain a single data source.
    Pricing:
    • Free Trial

    #Help Desk #Partner Programs #Customer Support

  3. Planhat Landing Page
    Planhat Landing Page
    3

    Planhat

    Customer success has changed. Meet the modern Customer Platform!

    #CRM #Project Management #Task Management

  4. TaskRay Landing Page
    TaskRay Landing Page
    4

    TaskRay

    TaskRay by Bracket Labs is a project management tool application that operates within Salesforce.

    #Help Desk #Project Management #Automation

  5. Lone Wolf Back Office Landing Page
    Lone Wolf Back Office Landing Page
    5

    Lone Wolf Back Office

    Back office & accounting software for real estate agencies

    #CRM #Project Management #Task Management

  6. Simpliboard Landing Page
    Simpliboard Landing Page
    6

    Simpliboard

    AI-powered reports for a more successful e-commerce business

    #eCommerce #Project Management #Data Dashboard

  7. Customer Success Radio Landing Page
    Customer Success Radio Landing Page
    7

    Customer Success Radio

    A podcast about all things Customer Success

    #Productivity #Project Management #Customer Success

  8. Productlane Landing Page
    Productlane Landing Page
    8

    Productlane

    Complement Linear with feedback management, customer segmentation, a public roadmap, and an automatically generated changelog.

    #Productivity #User Feedback #Customer Feedback

  9. OnScribe Landing Page
    OnScribe Landing Page
    9

    OnScribe

    Turn meetings into notes, insights & action items with AI

    #Productivity #Communication #Group Chat & Notifications

Related categories

💡 Productivity 👋 Onboarding Software 🌐 Web App 🤝 CRM 🗣️ Customer Communication

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If you want to make changes on any of the products, you can go to its page and click on the "Suggest Changes" link. Alternatively, if you are working on one of these products, it's best to verify it and make the changes directly through the management page. Thanks!
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