Best AI tools for< Customer Success Team >
Infographic
20 - AI tool Sites

Twig AI
Twig AI is an AI tool designed for Customer Experience, offering an AI assistant that resolves customer issues instantly, supporting both users and support agents 24/7. It provides features like converting user requests into API calls, instant responses for user questions, and factual answers cited with trustworthy sources. Twig simplifies data retrieval from external sources, offers personalization options, and includes a built-in knowledge base. The tool aims to drive agent productivity, provide insights to monitor customer experience, and offers various application interfaces for different user roles.

ChurnZero
ChurnZero is a digital-first customer success software that leverages AI technology to help businesses enhance customer engagement, drive product adoption, ensure customer retention, and provide valuable customer insights. The platform offers a range of features such as digital engagement, customer insights, automation, and data visualization to empower customer success teams in achieving their goals. ChurnZero stands out as the most-loved customer success software, offering innovative solutions to address the evolving needs of businesses in the digital era.

Aviso
Aviso is an end-to-end AI revenue platform that offers conversational intelligence and RevOps AI solutions for customer success teams. It provides an agentic AI workforce platform for modern GTM teams to predict, guide, and simplify revenue actions. Aviso offers real-time AI avatars, task-based agents, and a no-code GTM agent studio for seamless execution of tasks. The platform is trusted by over 450 revenue teams and is powered by time-series databases, LLMs for advanced reasoning, and 360° product integrations.

Modjo
Modjo is an AI platform designed to boost sales team productivity, enhance commercial efficiency, and develop sales skills. It captures interactions with customers, creates an augmented conversational database, and deploys AI solutions within organizations. Modjo's AI capabilities help in productivity, sales execution, and coaching, enabling teams to focus on selling, manage pipelines efficiently, and develop sales skills. The platform offers features like AI call scoring, CRM filling, call reviews, email follow-up, and insights library.

Growfin
Growfin is an Accounts Receivable (AR) Automation Software that partners with Zuora to power the future of Order-to-Cash with AI technology. The platform helps businesses streamline their collections process, prioritize accounts, automate follow-ups, and accelerate cash application. By leveraging Behavioral AI, Growfin offers real-time visibility, effortless collaboration, increased productivity, and reliable predictability in managing accounts receivable. The application is designed to reduce Days Sales Outstanding (DSO), enhance cash flow visibility, predict cash flow, close books faster, and improve customer relationships.

ChurnZero
ChurnZero is a customer success software platform that leverages AI technology to help businesses improve customer onboarding, adoption, retention, and revenue growth. It offers a range of features such as customer health scoring, customer journeys, plays and automation, in-app communications, renewal forecasting, surveys, and reporting. ChurnZero provides a holistic view of the customer lifecycle, enabling customer success teams to make data-driven decisions and drive revenue with confidence.

Bounti Labs
Bounti Labs is an AI-powered platform that blends AI efficiency with human intuition to enhance outreach and prospecting activities. It enables faster, better, and more authentic prospecting by providing AI-generated research, use cases, pitches, and sample messaging to supercharge outreach without the delay of onboarding. Bounti Labs empowers sales, marketing, and customer success teams worldwide to scale quickly and efficiently with its autonomous AI teammate.

Fathom AI Notetaker
Fathom is an AI-powered note-taking tool that helps you record, transcribe, and summarize your meetings. It integrates with Zoom and Google Meet, and offers a range of features to help you stay organized and productive. **Key Features** * **Automatic recording and transcription:** Fathom automatically records and transcribes your meetings, so you can focus on the conversation instead of taking notes. * **AI-generated summaries:** Fathom uses AI to generate summaries of your meetings, which can save you time and help you identify key takeaways. * **Highlighting and bookmarking:** You can highlight and bookmark important moments in your meetings, so you can easily find them later. * **Sharing and collaboration:** You can share your meeting recordings and summaries with others, and collaborate on notes and action items. * **Integrations:** Fathom integrates with a range of other tools, including Zoom, Google Meet, Slack, and Asana. **Benefits** * **Save time:** Fathom can save you hours of time by automatically recording and transcribing your meetings. * **Stay organized:** Fathom helps you stay organized by providing a central place to store your meeting recordings and notes. * **Improve productivity:** Fathom can help you improve your productivity by providing you with easy access to the information you need from your meetings. * **Make better decisions:** Fathom can help you make better decisions by providing you with a clear understanding of what was discussed in your meetings. **Pricing** Fathom is free to use for individuals. There is also a paid Team Edition that offers additional features, such as: * **Unlimited storage:** The Team Edition gives you unlimited storage for your meeting recordings and notes. * **Team management:** The Team Edition allows you to manage your team's access to Fathom. * **Custom branding:** The Team Edition allows you to customize Fathom with your own branding. **Alternatives** * Otter.ai * Trint * Descript * Rev **Use Cases** * **Sales:** Fathom can help sales teams track their progress and identify opportunities. * **Customer success:** Fathom can help customer success teams build relationships with their customers and resolve issues quickly. * **Product development:** Fathom can help product development teams gather feedback from users and improve their products. * **Marketing:** Fathom can help marketing teams track the effectiveness of their campaigns and generate leads. * **Education:** Fathom can help educators record and share lectures and other materials with students. **FAQ** **Q: How much does Fathom cost?** A: Fathom is free to use for individuals. There is also a paid Team Edition that offers additional features. **Q: What are the benefits of using Fathom?** A: Fathom can save you time, help you stay organized, improve your productivity, and make better decisions. **Q: What are the alternatives to Fathom?** A: Some alternatives to Fathom include Otter.ai, Trint, Descript, and Rev. **Q: What are some use cases for Fathom?** A: Fathom can be used for a variety of purposes, including sales, customer success, product development, marketing, and education.

Tavus
Tavus is a video personalization platform that uses AI to generate personalized videos for each customer. It allows businesses to create one-on-one connections with thousands of people and boost conversions by 5x. Tavus is used by sales and marketing teams, customer success teams, recruiters, and real estate agents to create personalized videos that are more engaging and effective than traditional videos.

Keepme
Keepme is an AI-powered platform designed for gyms to boost sales, predict and prevent attrition, and enhance member retention. It offers features such as Keepme Score™ for predicting attrition, smart lead scoring, gym tours & trials scheduler, NPS surveys, smart campaigns & automations, smart content production, and WhatsApp integration. The platform provides personalized training and world-class support through Keepme Academy and customer success team. Keepme is trusted by over 450 fitness clubs globally and offers valuable AI resources to empower users with knowledge.

Cien.ai
Cien.ai is an AI-driven revenue intelligence platform designed to help businesses accelerate cost-effective growth by leveraging data insights. The platform offers unique capabilities such as automatic data enhancement, holistic GTM diagnostic, strategic roadmap generation, leadership-focused insights, and revenue growth acceleration. Cien.ai aims to fix data issues before analyzing it, providing actionable plans in days to drive sustainable growth and align marketing, sales, and customer success teams. The platform caters to mid-market to large enterprises, ensuring data governance, security, and seamless integration with existing AI strategies.

Salesloft
Salesloft is an AI-powered revenue orchestration platform that guides go-to-market teams to take the right actions for optimal outcomes. It helps in delighting customers, maximizing revenue, and increasing lifetime value. The platform offers solutions for sales engagement, pipeline management, forecasting, buyer engagement, and revenue challenges. Salesloft is trusted by over 5,000 sales teams worldwide to enhance the customer lifecycle, eliminate complexity, and drive predictability in revenue generation.

Salesloft
Salesloft is an AI-powered revenue orchestration platform that helps businesses close more deals, forecast more accurately, and coach teams to success. It provides a variety of features to help sales teams manage their pipeline, track their progress, and close deals faster.

Abbot
Abbot is a programmable smart assistant designed to enhance customer success by working alongside users in team chat environments. It helps in tracking customer conversations, automating tasks, integrating with various systems, providing insights, and ensuring timely responses. Abbot can be trained on documentation, run custom scripts, summarize conversations, and suggest next steps. It offers security compliance and different pricing plans tailored for teams and enterprises.

Threado AI
Threado AI is an advanced AI application designed for customer service teams to provide instant, automated support to customers and internal teams. It offers AI agents trained on internal knowledge, personalized customer engagement at scale, and AI-powered solutions to accelerate sales processes. Threado AI integrates effortlessly into daily tools like Slack, Microsoft Teams, and Chrome, providing instant access to company information. The application is known for its efficiency, accuracy, and security in handling customer queries and improving customer relations.

Sapling
Sapling is a language model copilot and API for businesses. It provides real-time suggestions to help sales, support, and success teams more efficiently compose personalized responses. Sapling also offers a variety of features to help businesses improve their customer service, including: * Autocomplete Everywhere: Provides deep learning-powered autocomplete suggestions across all messaging platforms, allowing agents to compose replies more quickly. * Sapling Suggest: Retrieves relevant responses from a team response bank and allows agents to respond more quickly to customer inquiries by simply clicking on suggested responses in real time. * Snippet macros: Allow for quick insertion of common responses. * Grammar and language quality improvements: Sapling catches 60% more language quality issues than other spelling and grammar checkers using a machine learning system trained on millions of English sentences. * Enterprise teams can define custom settings for compliance and content governance. * Distribute knowledge: Ensure team knowledge is shared in a snippet library accessible on all your web applications. * Perform blazing fast search on your knowledge library for compliance, upselling, training, and onboarding.

Crisp
Crisp is an AI Customer Support Platform designed to augment customer experience by providing AI agents to support teams and customers. It offers an all-in-one omnichannel inbox, AI workflows, flat pricing, and the ability to automate inquiries. Crisp allows users to create AI agents, centralize inbound communications, build knowledge bases, and monitor team performances. The platform is trusted by 10,000 companies and aims to automate customer support processes to allow teams to focus on more critical tasks.

Gong
Gong is a revenue intelligence platform that helps businesses maximize their revenue potential by providing them with the deepest understanding of their sales conversations, the most accurate AI models, and the largest integration ecosystem on the market. Gong's AI-powered insights help businesses save time on call reviews, improve deal predictability, and increase win rates. Gong is trusted by over 4,000 customers across industries, geographies, and sizes, including Snowflake, TEKSystems, LinkedIn, ADP, and Shopify.

CustomerIQ
CustomerIQ is an AI platform that automatically discovers and quantifies themes across customer feedback channels like calls, surveys, tickets, and transcripts. It aggregates customer feedback, extracts and categorizes feature requests, pain points, preferences, and highlights related to customers. The platform helps align teams, prioritize work, and build a customer-obsessed culture. CustomerIQ accelerates development by scoping project requirements faster and providing actionable insights backed with context.

Klynk
Klynk is an AI-powered Customer Success Management (CSM) tool that aims to revolutionize the way businesses interact with their customers. It combines smart AI technology with human touch to provide personalized and efficient customer success strategies. Klynk offers a global team of experts dedicated to elevating CSM to new heights, ensuring customer satisfaction and business growth.
0 - Open Source Tools
20 - OpenAI Gpts

Customer Retention Consultant
Analyzes customer churn and provides strategies to improve loyalty and retention.
ReliablyME Success Acceleration Coach
Guiding SMART commitments and offering ReliablyME or Calendly options.

Outcomes Assistant
Efficient in identifying key customer outcomes, related KPIs, and thoughts-provoking, outcomes-deciphering questions.

First Call Preparation
Tell me your company and customer and I'll prepare your first call with them!

Buyer Persona Generator - Upmetrics
Use me to create in-depth Buyer Personas, enhancing your marketing precision and customer engagement strategies.

Promessa GPT
Especialista em promessas de vendas e análise de clientes ideais, personaliza estratégias de marketing.

Account Management Advisor
Drives client retention, renewals, upsells and client satisfaction.

HubSpot Harry
Your go-to expert for all things HubSpot, from basic tool use to advanced API coding.