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Top 9 Task Management Products in Customer Success

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

Setuply Gainsight Churnzero Planhat Totango Velaris.io Vitally ClientSuccess Magentrix

Product categories

CRM Client Communication Customer Experience Management Customer Onboarding Customer Success Customer Support Help Desk Onboarding Software Partner Management Project Management Task Management Web Portals

Summary

The top products on this list are Setuply, Gainsight, and Churnzero. All products here are categorized as: Tools for organizing, tracking, and managing tasks. 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. Gainsight Landing Page
    Gainsight Landing Page
    2

    Gainsight

    Customer Success for the New Enterprise

    #CRM #Task Management #Customer Experience Management

  3. Churnzero Landing Page
    Churnzero Landing Page
    3

    Churnzero

    ChurnZero is the Customer Success Platform built for growing SaaS and subscription businesses.

    #CRM #Task Management #Customer Experience Management 1 social mentions

  4. Planhat Landing Page
    Planhat Landing Page
    4

    Planhat

    Customer success has changed. Meet the modern Customer Platform!

    #CRM #Project Management #Task Management

  5. Totango Landing Page
    Totango Landing Page
    5

    Totango

    Totango is a Customer Success Software Platform

    #Customer Service #Help Desk #Help Desk And Ticketing

  6. velaris.io
    6

    Velaris.io

    One platform, limitless Success
    Pricing:
    • Paid

    #CRM #Task Management #Customer Experience Management

  7. Vitally Landing Page
    Vitally Landing Page
    7

    Vitally

    Analytics and insights to drive B2B startup success 🚀
    Pricing:
    • Paid
    • Free Trial
    • $500.0 / Monthly

    #Surveys #Task Management #Data Dashboard 2 social mentions

  8. ClientSuccess Landing Page
    ClientSuccess Landing Page
    8

    ClientSuccess

    Reduce churn and increase revenue with the true customer success management platform.

    #CRM #Task Management #Customer Experience Management

  9. Magentrix Landing Page
    Magentrix Landing Page
    9

    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

Related categories

🤝 Customer Experience Management 🤝 CRM 💬 Customer Support 👋 Onboarding Software 🆘 Help Desk

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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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