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Customer Success Management Platforms

Customer Success Management Platforms 2025 Guide: Top 10 Analyzed

Albert Richer
Curated by :
Albert Richer
Updated Nov 18, 2025

Looking beyond this page? Visit the main Customer Support & Helpdesk Platforms guide.

Customer Success Management Platforms
Albert Richer

Customer success management platforms give teams a centralized system to monitor account health, manage renewals, coordinate outreach, and ensure customers achieve meaningful outcomes with the product. Instead of relying on scattered notes or manual processes, these platforms provide structured playbooks, health scores, lifecycle dashboards, and task automation that help success managers operate proactively. Strong CSM tools support segmentation, timeline views, onboarding workflows, renewal tracking, and communication logs that strengthen customer relationships. This category highlights systems designed to improve retention, drive upsells, and enable predictable revenue growth. Customer success management platforms give teams a centralized system to monitor account health, manage renewals, coordinate outreach, and ensure customers achieve meaningful outcomes with the product.

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Expert Score Breakdown

0.0 / 10
Excellent
1
Expert Score
9.9 / 10
589
70
24/7 SUPPORT
ALL-IN-ONE SOLUTION
Selected From Plumbers
1
Jobber Plumbing CRM
9.9

Jobber Plumbing CRM

Jobber Plumbing CRM
Pricing starts at $29/month, with options for more comprehensive plans and custom pricing for larger businesses.
View Website
24/7 SUPPORT
ALL-IN-ONE SOLUTION

Why We Love It

Jobber's Plumbing CRM software stands out for its ability to address the unique needs of the plumbing industry. It provides an organized, centralized platform to manage client history, notes, and attachments, eliminating the need for multiple systems. This enhances customer satisfaction by ensuring all information is easily accessible, improving response times and service quality. The industry-specific features and the 24/7 support make it a reliable and practical tool for plumbing professionals.

Pros

  • Industry-specific features
  • Efficient client history tracking
  • Comprehensive customer management
  • Easy-to-use interface
  • 24/7 support

Cons

  • Limited customization
  • May require some technical proficiency
  • Higher price point for premium plans

Pricing starts at $29/month, with options for more comprehensive plans and custom pricing for larger businesses.

Jobber's Plumbing CRM software is designed specifically with the needs of plumbers in mind, offering a streamlined solution to track client history and manage customer interactions. The software's ability to organize notes and attachments simplifies data management, improving customer satisfaction and enhancing operational efficiency.

Pros

  • Industry-specific features
  • Efficient client history tracking
  • Comprehensive customer management
  • Easy-to-use interface
  • 24/7 support

Cons

  • Limited customization
  • May require some technical proficiency
  • Higher price point for premium plans
24/7 SUPPORT
ALL-IN-ONE SOLUTION

Why We Love It

Jobber's Plumbing CRM software stands out for its ability to address the unique needs of the plumbing industry. It provides an organized, centralized platform to manage client history, notes, and attachments, eliminating the need for multiple systems. This enhances customer satisfaction by ensuring all information is easily accessible, improving response times and service quality. The industry-specific features and the 24/7 support make it a reliable and practical tool for plumbing professionals.

Pros

  • Industry-specific features
  • Efficient client history tracking
  • Comprehensive customer management
  • Easy-to-use interface
  • 24/7 support

Cons

  • Limited customization
  • May require some technical proficiency
  • Higher price point for premium plans

Why We Love It

Jobber's Plumbing CRM software stands out for its ability to address the unique needs of the plumbing industry. It provides an organized, centralized platform to manage client history, notes, and attachments, eliminating the need for multiple systems. This enhances customer satisfaction by ensuring all information is easily accessible, improving response times and service quality. The industry-specific features and the 24/7 support make it a reliable and practical tool for plumbing professionals.

Pricing starts at $29/month, with options for more comprehensive plans and custom pricing for larger businesses.

Jobber's Plumbing CRM software is designed specifically with the needs of plumbers in mind, offering a streamlined solution to track client history and manage customer interactions. The software's ability to organize notes and attachments simplifies data management, improving customer satisfaction and enhancing operational efficiency.

2
Expert Score
9.7 / 10
626
59
EFFICIENT ESTIMATIONS
SEAMLESS INTEGRATION
Selected From Roofing Companies
2
JobTread Roofing Software
9.7

JobTread Roofing Software

JobTread Roofing Software
Enterprise pricing available upon request
View Website
EFFICIENT ESTIMATIONS
SEAMLESS INTEGRATION

Why We Love It

JobTread stands out as a SaaS solution for roofers due to its specialized features that directly cater to the industry's needs. The platform improves efficiency by eliminating manual processes and providing real-time insights into project profitability. It's not just a software, but a tool that empowers roofers to make informed decisions, enhance productivity, and ultimately, grow their business.

Pros

  • Industry-specific features
  • Easy project tracking
  • Profitability analysis
  • Streamlined bidding process
  • Centralized data storage

Cons

  • Price not transparently stated
  • May require training for full utilization

Enterprise pricing available upon request

JobTread's software solution is tailor-made for roofers' needs, providing an integrated platform for accurate estimates, project tracking, and profitability analysis. It eases administrative burden, allowing roofing professionals to focus more on quality service delivery and less on paperwork.

Pros

  • Industry-specific features
  • Easy project tracking
  • Profitability analysis
  • Streamlined bidding process
  • Centralized data storage

Cons

  • Price not transparently stated
  • May require training for full utilization
EFFICIENT ESTIMATIONS
SEAMLESS INTEGRATION

Why We Love It

JobTread stands out as a SaaS solution for roofers due to its specialized features that directly cater to the industry's needs. The platform improves efficiency by eliminating manual processes and providing real-time insights into project profitability. It's not just a software, but a tool that empowers roofers to make informed decisions, enhance productivity, and ultimately, grow their business.

Pros

  • Industry-specific features
  • Easy project tracking
  • Profitability analysis
  • Streamlined bidding process
  • Centralized data storage

Cons

  • Price not transparently stated
  • May require training for full utilization

Why We Love It

JobTread stands out as a SaaS solution for roofers due to its specialized features that directly cater to the industry's needs. The platform improves efficiency by eliminating manual processes and providing real-time insights into project profitability. It's not just a software, but a tool that empowers roofers to make informed decisions, enhance productivity, and ultimately, grow their business.

Enterprise pricing available upon request

JobTread's software solution is tailor-made for roofers' needs, providing an integrated platform for accurate estimates, project tracking, and profitability analysis. It eases administrative burden, allowing roofing professionals to focus more on quality service delivery and less on paperwork.

3
Expert Score
9.6 / 10
546
163
VC POWER TOOLS
DEALFLOW MASTER
Selected From Venture Capital Firms
3
Edda - Dealflow & Portfolio Management Software
9.6

Edda - Dealflow & Portfolio Management Software

Edda - Dealflow & Portfolio Management Software
Enterprise pricing available
View Website
VC POWER TOOLS
DEALFLOW MASTER

Why We Love It

Edda's specialized features make it stand out as a solution for venture capital and private equity firms. It empowers these organizations with enhanced dealflow and portfolio management capabilities, backed by specialized intelligence. The networking features are also a major plus, helping firms expand and leverage their networks more effectively. Edda's focus on addressing the specific needs of VC and PE firms makes it a valuable tool in this industry.

Pros

  • Advanced dealflow management
  • Specialized portfolio intelligence
  • Network enhancement features
  • Designed for VC and PE firms

Cons

  • Possibly steep learning curve
  • May require integration with existing systems

Enterprise pricing available

Edda is a specialized SaaS solution for venture capital and private equity firms. It offers advanced features for dealflow, portfolio management, and network power enhancement, addressing the needs of this specific industry with precision and intelligence.

Pros

  • Advanced dealflow management
  • Specialized portfolio intelligence
  • Network enhancement features
  • Designed for VC and PE firms

Cons

  • Possibly steep learning curve
  • May require integration with existing systems
VC POWER TOOLS
DEALFLOW MASTER

Why We Love It

Edda's specialized features make it stand out as a solution for venture capital and private equity firms. It empowers these organizations with enhanced dealflow and portfolio management capabilities, backed by specialized intelligence. The networking features are also a major plus, helping firms expand and leverage their networks more effectively. Edda's focus on addressing the specific needs of VC and PE firms makes it a valuable tool in this industry.

Pros

  • Advanced dealflow management
  • Specialized portfolio intelligence
  • Network enhancement features
  • Designed for VC and PE firms

Cons

  • Possibly steep learning curve
  • May require integration with existing systems

Why We Love It

Edda's specialized features make it stand out as a solution for venture capital and private equity firms. It empowers these organizations with enhanced dealflow and portfolio management capabilities, backed by specialized intelligence. The networking features are also a major plus, helping firms expand and leverage their networks more effectively. Edda's focus on addressing the specific needs of VC and PE firms makes it a valuable tool in this industry.

Enterprise pricing available

Edda is a specialized SaaS solution for venture capital and private equity firms. It offers advanced features for dealflow, portfolio management, and network power enhancement, addressing the needs of this specific industry with precision and intelligence.

4
Expert Score
9.4 / 10
635
122
STUDIO SCALABILITY
GALLERY GURU
Selected From Photography Studios
4
Sprout Studio
9.4

Sprout Studio

Sprout Studio
Starting at $23/month, 7-day free trial available, Enterprise pricing available
View Website
STUDIO SCALABILITY
GALLERY GURU

Why We Love It

Sprout Studio is beloved in the photography industry due to its all-encompassing approach to studio management. It's not just a CRM, it's a complete business solution that covers everything from invoicing and scheduling to gallery management. The software is intuitive and easy to use, allowing photographers to streamline their operations, save time, and focus on their art. Plus, the support for online galleries is a massive benefit in this digital age.

Pros

  • All-in-one solution
  • Designed specifically for photographers
  • Streamlines operations
  • Automates routine tasks
  • Supports online galleries

Cons

  • No free plan
  • Requires investment of time to learn all features
  • No offline mode

Starting at $23/month, 7-day free trial available, Enterprise pricing available

Sprout Studio is a comprehensive SaaS solution tailored for the needs of photography studios. It combines CRM, invoicing, scheduling, and gallery management, making it an essential tool for managing a photography business. It's designed to streamline operations and automate tedious tasks, freeing up more time for photographers to focus on their creative work.

Pros

  • All-in-one solution
  • Designed specifically for photographers
  • Streamlines operations
  • Automates routine tasks
  • Supports online galleries

Cons

  • No free plan
  • Requires investment of time to learn all features
  • No offline mode
STUDIO SCALABILITY
GALLERY GURU

Why We Love It

Sprout Studio is beloved in the photography industry due to its all-encompassing approach to studio management. It's not just a CRM, it's a complete business solution that covers everything from invoicing and scheduling to gallery management. The software is intuitive and easy to use, allowing photographers to streamline their operations, save time, and focus on their art. Plus, the support for online galleries is a massive benefit in this digital age.

Pros

  • All-in-one solution
  • Designed specifically for photographers
  • Streamlines operations
  • Automates routine tasks
  • Supports online galleries

Cons

  • No free plan
  • Requires investment of time to learn all features
  • No offline mode

Why We Love It

Sprout Studio is beloved in the photography industry due to its all-encompassing approach to studio management. It's not just a CRM, it's a complete business solution that covers everything from invoicing and scheduling to gallery management. The software is intuitive and easy to use, allowing photographers to streamline their operations, save time, and focus on their art. Plus, the support for online galleries is a massive benefit in this digital age.

Starting at $23/month, 7-day free trial available, Enterprise pricing available

Sprout Studio is a comprehensive SaaS solution tailored for the needs of photography studios. It combines CRM, invoicing, scheduling, and gallery management, making it an essential tool for managing a photography business. It's designed to streamline operations and automate tedious tasks, freeing up more time for photographers to focus on their creative work.

5
Expert Score
9.3 / 10
552
84
ROOFING SPECIALIST
TOP CUSTOMER SATISFACTION
Selected From Roofing Companies
5
Roofr
9.3

Roofr

Roofr
Free plan available, enterprise pricing available
View Website
ROOFING SPECIALIST
TOP CUSTOMER SATISFACTION

Why We Love It

Roofr is an amazing solution for roofing professionals, as it has been developed with a deep understanding of the roofing industry's unique needs and challenges. It enables roofing companies to manage all aspects of their business in a single platform, from customer relationship management to instant estimates and payments. It simplifies operations, reduces manual work, and allows companies to focus more on delivering quality service to their customers. Its user-friendly interface and high customer satisfaction ratings make it a favorite among industry professionals.

Pros

  • All-in-one solution
  • Industry-specific features
  • Time-saving capabilities
  • User-friendly interface
  • Highly rated for customer satisfaction

Cons

  • Limited customization
  • Requires learning curve
  • Reliance on internet connection

Free plan available, enterprise pricing available

Roofr is an all-in-one roofing software solution built specifically for roofing companies. The software provides a comprehensive CRM, instant estimates, measurements, proposals, payments, and material ordering capabilities. It is designed to streamline operations, increase efficiency, and improve customer relations in the roofing industry.

Pros

  • All-in-one solution
  • Industry-specific features
  • Time-saving capabilities
  • User-friendly interface
  • Highly rated for customer satisfaction

Cons

  • Limited customization
  • Requires learning curve
  • Reliance on internet connection
ROOFING SPECIALIST
TOP CUSTOMER SATISFACTION

Why We Love It

Roofr is an amazing solution for roofing professionals, as it has been developed with a deep understanding of the roofing industry's unique needs and challenges. It enables roofing companies to manage all aspects of their business in a single platform, from customer relationship management to instant estimates and payments. It simplifies operations, reduces manual work, and allows companies to focus more on delivering quality service to their customers. Its user-friendly interface and high customer satisfaction ratings make it a favorite among industry professionals.

Pros

  • All-in-one solution
  • Industry-specific features
  • Time-saving capabilities
  • User-friendly interface
  • Highly rated for customer satisfaction

Cons

  • Limited customization
  • Requires learning curve
  • Reliance on internet connection

Why We Love It

Roofr is an amazing solution for roofing professionals, as it has been developed with a deep understanding of the roofing industry's unique needs and challenges. It enables roofing companies to manage all aspects of their business in a single platform, from customer relationship management to instant estimates and payments. It simplifies operations, reduces manual work, and allows companies to focus more on delivering quality service to their customers. Its user-friendly interface and high customer satisfaction ratings make it a favorite among industry professionals.

Free plan available, enterprise pricing available

Roofr is an all-in-one roofing software solution built specifically for roofing companies. The software provides a comprehensive CRM, instant estimates, measurements, proposals, payments, and material ordering capabilities. It is designed to streamline operations, increase efficiency, and improve customer relations in the roofing industry.

6
Expert Score
9.1 / 10
512
145
CUSTOMIZABLE EXPERIENCE
Selected From Photography Studios
6
Glide Customer Portal
9.1

Glide Customer Portal

Glide Customer Portal
Free plan available with Pro plan starting at $32/month
View Website
CUSTOMIZABLE EXPERIENCE

Why We Love It

Glide's Customer Portal stands out for its keen understanding of the unique needs of photography studios. Its centralized system for organizing client data, from photos to scheduling, is invaluable. Its ease of use, customization options, and integration capabilities make it a robust solution for studios of all sizes. It gives photographers more time to focus on their work, leading to better customer satisfaction and business growth.

Pros

  • Centralized client data
  • Intuitive interface
  • Effortless integrations
  • Customizable to fit studio needs
  • Scalable for growth

Cons

  • Free version limitations
  • Additional cost for advanced features
  • Learning curve for non-tech savvy users

Free plan available with Pro plan starting at $32/month

Glide's Customer Portal is a game-changer for photography studios looking to streamline client communication and photo management. It addresses the industry-specific needs of centralizing client photos, schedules, and communications, making it easy for photographers to focus on their craft and not administrative tasks.

Pros

  • Centralized client data
  • Intuitive interface
  • Effortless integrations
  • Customizable to fit studio needs
  • Scalable for growth

Cons

  • Free version limitations
  • Additional cost for advanced features
  • Learning curve for non-tech savvy users
CUSTOMIZABLE EXPERIENCE

Why We Love It

Glide's Customer Portal stands out for its keen understanding of the unique needs of photography studios. Its centralized system for organizing client data, from photos to scheduling, is invaluable. Its ease of use, customization options, and integration capabilities make it a robust solution for studios of all sizes. It gives photographers more time to focus on their work, leading to better customer satisfaction and business growth.

Pros

  • Centralized client data
  • Intuitive interface
  • Effortless integrations
  • Customizable to fit studio needs
  • Scalable for growth

Cons

  • Free version limitations
  • Additional cost for advanced features
  • Learning curve for non-tech savvy users

Why We Love It

Glide's Customer Portal stands out for its keen understanding of the unique needs of photography studios. Its centralized system for organizing client data, from photos to scheduling, is invaluable. Its ease of use, customization options, and integration capabilities make it a robust solution for studios of all sizes. It gives photographers more time to focus on their work, leading to better customer satisfaction and business growth.

Free plan available with Pro plan starting at $32/month

Glide's Customer Portal is a game-changer for photography studios looking to streamline client communication and photo management. It addresses the industry-specific needs of centralizing client photos, schedules, and communications, making it easy for photographers to focus on their craft and not administrative tasks.

7
Expert Score
9.0 / 10
679
140
CUSTOMIZABLE SOLUTIONS
END-TO-END SUCCESS
Selected From Venture Capital Firms
7
Atominvest Customer Success
9.0

Atominvest Customer Success

Atominvest Customer Success
Enterprise pricing available
View Website
CUSTOMIZABLE SOLUTIONS
END-TO-END SUCCESS

Why We Love It

Atominvest Customer Success stands out for its dedication to the specific needs of venture capital firms. The software's flexibility in implementation, from first module to end-to-end solution, allows it to adapt to different levels of complexity within the industry. Its focus on customer success and the alignment of these services with the firm's timeline make it an invaluable tool in ensuring smooth operations and customer satisfaction.

Pros

  • Tailored for venture capital firms
  • Flexible implementation
  • Comprehensive customer success services

Cons

  • Pricing information not readily available
  • May be overkill for smaller firms

Enterprise pricing available

Atominvest Customer Success is a purpose-built SaaS solution for venture capital firms. It caters to the unique needs of this industry, offering customer success services tailored to different levels of complexity and implementation timelines, from a single module to a comprehensive end-to-end solution.

Pros

  • Tailored for venture capital firms
  • Flexible implementation
  • Comprehensive customer success services

Cons

  • Pricing information not readily available
  • May be overkill for smaller firms
CUSTOMIZABLE SOLUTIONS
END-TO-END SUCCESS

Why We Love It

Atominvest Customer Success stands out for its dedication to the specific needs of venture capital firms. The software's flexibility in implementation, from first module to end-to-end solution, allows it to adapt to different levels of complexity within the industry. Its focus on customer success and the alignment of these services with the firm's timeline make it an invaluable tool in ensuring smooth operations and customer satisfaction.

Pros

  • Tailored for venture capital firms
  • Flexible implementation
  • Comprehensive customer success services

Cons

  • Pricing information not readily available
  • May be overkill for smaller firms

Why We Love It

Atominvest Customer Success stands out for its dedication to the specific needs of venture capital firms. The software's flexibility in implementation, from first module to end-to-end solution, allows it to adapt to different levels of complexity within the industry. Its focus on customer success and the alignment of these services with the firm's timeline make it an invaluable tool in ensuring smooth operations and customer satisfaction.

Enterprise pricing available

Atominvest Customer Success is a purpose-built SaaS solution for venture capital firms. It caters to the unique needs of this industry, offering customer success services tailored to different levels of complexity and implementation timelines, from a single module to a comprehensive end-to-end solution.

8
Expert Score
8.8 / 10
438
60
Selected From Roofing Companies
8
JobNimbus Roofing CRM
8.8

JobNimbus Roofing CRM

JobNimbus Roofing CRM
14-day free trial available, subscription pricing model
View Website

Why We Love It

JobNimbus is a game-changer for roofing professionals. It's not just a CRM system, but a complete solution tailored to the specific needs of the roofing industry. It simplifies the bidding process, expedites sales, and makes payment collection a breeze. Its efficient workflow management tools are instrumental in driving growth, making it a beloved tool among roofing companies.

Pros

  • Specialized for roofing industry
  • Streamlined bidding and sales
  • Efficient payment collection
  • Enhanced workflow management
  • Great customer support

Cons

  • Requires initial learning
  • Limited customization options

14-day free trial available, subscription pricing model

JobNimbus is the top-rated CRM for roofing companies, designed to streamline bidding, sales, and payment collection processes. With its unique industry-specific features, it significantly enhances workflows, driving growth in the roofing business.

Pros

  • Specialized for roofing industry
  • Streamlined bidding and sales
  • Efficient payment collection
  • Enhanced workflow management
  • Great customer support

Cons

  • Requires initial learning
  • Limited customization options

Why We Love It

JobNimbus is a game-changer for roofing professionals. It's not just a CRM system, but a complete solution tailored to the specific needs of the roofing industry. It simplifies the bidding process, expedites sales, and makes payment collection a breeze. Its efficient workflow management tools are instrumental in driving growth, making it a beloved tool among roofing companies.

Pros

  • Specialized for roofing industry
  • Streamlined bidding and sales
  • Efficient payment collection
  • Enhanced workflow management
  • Great customer support

Cons

  • Requires initial learning
  • Limited customization options

Why We Love It

JobNimbus is a game-changer for roofing professionals. It's not just a CRM system, but a complete solution tailored to the specific needs of the roofing industry. It simplifies the bidding process, expedites sales, and makes payment collection a breeze. Its efficient workflow management tools are instrumental in driving growth, making it a beloved tool among roofing companies.

14-day free trial available, subscription pricing model

JobNimbus is the top-rated CRM for roofing companies, designed to streamline bidding, sales, and payment collection processes. With its unique industry-specific features, it significantly enhances workflows, driving growth in the roofing business.

9
Expert Score
8.7 / 10
574
46
STREAMLINED PROJECTS
Selected From Roofing Companies
9
AccuLynx Roofing CRM
8.7

AccuLynx Roofing CRM

AccuLynx Roofing CRM
Customized pricing available
View Website
STREAMLINED PROJECTS

Why We Love It

AccuLynx is more than just a CRM - it's a complete management platform that understands the unique needs of the roofing industry. From managing customer relationships to overseeing project progress and analyzing performance data, it's got everything a roofing company needs to streamline operations and boost profitability. The ability to connect every team member in real time, whether they're in the office or on the site, is a game-changer, making AccuLynx an invaluable tool for roofing professionals.

Pros

  • Industry-specific features
  • Real-time communication
  • Comprehensive project management
  • Detailed analytics
  • Mobile app for on-the-go access

Cons

  • Pricing information not readily available
  • May be complex for non-tech savvy users

Customized pricing available

AccuLynx is a comprehensive CRM solution designed specifically for the roofing industry. It provides real-time communication between field and office, robust project management features, and detailed analytics to improve efficiency and profitability.

Pros

  • Industry-specific features
  • Real-time communication
  • Comprehensive project management
  • Detailed analytics
  • Mobile app for on-the-go access

Cons

  • Pricing information not readily available
  • May be complex for non-tech savvy users
STREAMLINED PROJECTS

Why We Love It

AccuLynx is more than just a CRM - it's a complete management platform that understands the unique needs of the roofing industry. From managing customer relationships to overseeing project progress and analyzing performance data, it's got everything a roofing company needs to streamline operations and boost profitability. The ability to connect every team member in real time, whether they're in the office or on the site, is a game-changer, making AccuLynx an invaluable tool for roofing professionals.

Pros

  • Industry-specific features
  • Real-time communication
  • Comprehensive project management
  • Detailed analytics
  • Mobile app for on-the-go access

Cons

  • Pricing information not readily available
  • May be complex for non-tech savvy users

Why We Love It

AccuLynx is more than just a CRM - it's a complete management platform that understands the unique needs of the roofing industry. From managing customer relationships to overseeing project progress and analyzing performance data, it's got everything a roofing company needs to streamline operations and boost profitability. The ability to connect every team member in real time, whether they're in the office or on the site, is a game-changer, making AccuLynx an invaluable tool for roofing professionals.

Customized pricing available

AccuLynx is a comprehensive CRM solution designed specifically for the roofing industry. It provides real-time communication between field and office, robust project management features, and detailed analytics to improve efficiency and profitability.

10
Expert Score
10.0 / 10
692
125
COMPREHENSIVE CRM
ADVANCED ANALYTICS
Selected From Roofing Companies
10
Thryv Roofing Business Software
10.0

Thryv Roofing Business Software

Thryv Roofing Business Software
Custom pricing available upon request
View Website
COMPREHENSIVE CRM
ADVANCED ANALYTICS

Why We Love It

We love Thryv's Roofing Business Software because it truly understands the needs of roofing professionals. With its robust set of features, it effectively tackles the industry-specific challenges such as scheduling, invoicing, marketing, and customer review management. By automating these tasks, it allows professionals to focus more on their core services, effectively enhancing their productivity and customer satisfaction. A truly transformative tool for any roofing business.

Pros

  • Industry-specific features
  • Automates administrative tasks
  • Enhances marketing strategies
  • Customer review management
  • All-in-one platform

Cons

  • May be overwhelming for small businesses
  • Limited customization
  • Pricing information not upfront

Custom pricing available upon request

Thryv's Roofing Business Software is a comprehensive SaaS solution designed to streamline operations for roofing businesses. Its features are precisely tailored to the industry's unique needs, from automating administrative tasks such as scheduling and invoicing to enhancing marketing and customer review management.

Pros

  • Industry-specific features
  • Automates administrative tasks
  • Enhances marketing strategies
  • Customer review management
  • All-in-one platform

Cons

  • May be overwhelming for small businesses
  • Limited customization
  • Pricing information not upfront
COMPREHENSIVE CRM
ADVANCED ANALYTICS

Why We Love It

We love Thryv's Roofing Business Software because it truly understands the needs of roofing professionals. With its robust set of features, it effectively tackles the industry-specific challenges such as scheduling, invoicing, marketing, and customer review management. By automating these tasks, it allows professionals to focus more on their core services, effectively enhancing their productivity and customer satisfaction. A truly transformative tool for any roofing business.

Pros

  • Industry-specific features
  • Automates administrative tasks
  • Enhances marketing strategies
  • Customer review management
  • All-in-one platform

Cons

  • May be overwhelming for small businesses
  • Limited customization
  • Pricing information not upfront

Why We Love It

We love Thryv's Roofing Business Software because it truly understands the needs of roofing professionals. With its robust set of features, it effectively tackles the industry-specific challenges such as scheduling, invoicing, marketing, and customer review management. By automating these tasks, it allows professionals to focus more on their core services, effectively enhancing their productivity and customer satisfaction. A truly transformative tool for any roofing business.

Custom pricing available upon request

Thryv's Roofing Business Software is a comprehensive SaaS solution designed to streamline operations for roofing businesses. Its features are precisely tailored to the industry's unique needs, from automating administrative tasks such as scheduling and invoicing to enhancing marketing and customer review management.

Product Comparison

Product Integrates With Zapier Supports SSO Has Public API Has Free Plan Popular Integrations Live Chat Support SOC 2 or ISO Certified Has Free Trial Starting Price Has Mobile App
1AccuLynx Roofing CRM
 Yes No Yes No QuickBooks, EagleView, Google Workspace Yes Not specified Contact for trial Contact for pricing Yes
2Thryv Roofing Business Software
 Yes No No No Google Workspace, QuickBooks, Facebook Yes Not specified Contact for trial Custom pricing Yes
3JobTread Roofing Software
 No No No No Limited integrations Email/Ticket only Not specified Contact for trial Contact for pricing Yes
4Roofr
 Yes No No Yes Zapier, QuickBooks, Google Maps Yes Not specified Yes - 14 days Free Yes
5JobNimbus Roofing CRM
 Yes Yes Yes No QuickBooks, Google Workspace, Zapier Yes Not specified Yes - 14 days Contact for pricing Yes
6Dataforma CRM for Roofing
 No No No No Limited integrations Email/Ticket only Not specified Contact for trial Contact for pricing Yes
7Builder Prime Roofing CRM
 No No No No Limited integrations Email/Ticket only Not specified Contact for trial Contact for pricing Yes
8Jobber Roofing CRM
 Yes No Yes No QuickBooks, Zapier, Google Calendar Yes Not specified Yes - 14 days $29/month Yes
9iRoofing
 No No No No Limited integrations Email/Ticket only Not specified Free demo available Contact for pricing Yes
10Pipeline CRM for Construction
 Yes Yes Yes No Google Workspace, Outlook, Mailchimp Yes Not specified Yes - 14 days Contact for pricing Yes
1

AccuLynx Roofing CRM

Integrates With Zapier
Yes
Supports SSO
No
Has Public API
Yes
Has Free Plan
No
Popular Integrations
QuickBooks, EagleView, Google Workspace
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Contact for pricing
Has Mobile App
Yes
2

Thryv Roofing Business Software

Integrates With Zapier
Yes
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Google Workspace, QuickBooks, Facebook
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Custom pricing
Has Mobile App
Yes
3

JobTread Roofing Software

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Contact for pricing
Has Mobile App
Yes
4

Roofr

Integrates With Zapier
Yes
Supports SSO
No
Has Public API
No
Has Free Plan
Yes
Popular Integrations
Zapier, QuickBooks, Google Maps
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
Free
Has Mobile App
Yes
5

JobNimbus Roofing CRM

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
No
Popular Integrations
QuickBooks, Google Workspace, Zapier
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
Contact for pricing
Has Mobile App
Yes
6

Dataforma CRM for Roofing

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Contact for pricing
Has Mobile App
Yes
7

Builder Prime Roofing CRM

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Contact for pricing
Has Mobile App
Yes
8

Jobber Roofing CRM

Integrates With Zapier
Yes
Supports SSO
No
Has Public API
Yes
Has Free Plan
No
Popular Integrations
QuickBooks, Zapier, Google Calendar
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
$29/month
Has Mobile App
Yes
9

iRoofing

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Free demo available
Starting Price
Contact for pricing
Has Mobile App
Yes
10

Pipeline CRM for Construction

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
No
Popular Integrations
Google Workspace, Outlook, Mailchimp
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
Contact for pricing
Has Mobile App
Yes

Similar Categories

Customer Success Management Platforms for Venture Capital Firms
Customer Success Management Platforms for Venture Capital Firms
 Customer Success Management Platforms for Startups
Customer Success Management Platforms for Startups
 Customer Success Management Platforms for Staffing Agencies
Customer Success Management Platforms for Staffing Agencies
 Customer Success Management Platforms for SaaS Companies
Customer Success Management Platforms for SaaS Companies
 Customer Success Management Platforms for Roofing Companies
Customer Success Management Platforms for Roofing Companies
 Customer Success Management Platforms for Recruitment Agencies
Customer Success Management Platforms for Recruitment Agencies
 Customer Success Management Platforms for Private Equity Firms
Customer Success Management Platforms for Private Equity Firms
 Customer Success Management Platforms for Plumbers
Customer Success Management Platforms for Plumbers
 Customer Success Management Platforms for Photography Studios
Customer Success Management Platforms for Photography Studios
 Customer Success Management Platforms for Contractors
Customer Success Management Platforms for Contractors

How We Rank Products

How We Evaluate Products

How We Evaluate at This Level

This category highlights the strongest overall performers across closely related, specialized use cases.

Rather than evaluating products in isolation, we first analyze performance within highly specific niches, such as Customer Success Management Platforms for Contractors, Customer Success Management Platforms for Photography Studios, Customer Success Management Platforms for Plumbers and Customer Success Management Platforms for Private Equity Firms .

From those niche evaluations, we surface products that consistently demonstrate strength across multiple use cases.

Only solutions that perform at a high level across several specialized categories are featured here. This approach allows us to identify well-rounded platforms that excel beyond a single narrow scenario and represent the best all-around options within this broader category.

Our Evaluation Process

Our Evaluation Process

For customer success management platforms, we evaluate health scoring, playbooks, automation workflows, segmentation, and account planning features. We assess integration quality with CRM, product analytics, support systems, and billing platforms to build a complete customer picture. We also consider collaboration tools, renewal management, and forecasting capabilities. At the Level 3 view, we highlight platforms that excel across Level 4 categories—CS platforms for SaaS, enterprise CS systems, and SMB success tools—to identify the strongest options for scalable customer success operations.

Verification

Categories reflect standard customer success, lifecycle management, and retention models. Our taxonomy aligns with how CS and RevOps teams evaluate customer success platforms. Level 3 selections come from deeper Level 4 comparisons across segments and implementation styles.

Verification

  • Products evaluated through comprehensive research and analysis of customer feedback and industry standards.
  • Rankings based on a thorough analysis of specifications, user reviews, and expert ratings in customer success management.
  • Selection criteria focus on key features such as user adoption rates, integration capabilities, and customer support effectiveness.

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Frequently Asked Questions About Customer Success Management Platforms

What makes a customer success management platforms the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your customer success management platforms recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of customer success management platforms?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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What This Award Means