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This is one slice of the topic — the full Customer Success & Retention Platforms list is available here. Other Software products for Staffing Agencies.

Other Software products for Staffing Agencies.

Customer Success Management Platforms for Staffing Agencies
Albert Richer

Staffing agencies managing customer success face unique challenges around rapid client onboarding, temporary recruiter access, and maintaining audit trails for compliance disputes. Bullhorn dominates this space with over 25 years of market presence and SOC 1/SOC 2 certifications, though users frequently report slow support response times that can delay critical placement processes. If your agency prioritizes enterprise-grade security for sensitive client data, Planhat offers both SOC 2 Type II and ISO 27001 certifications, enabling secure external portals where clients can directly track candidate pipelines without compromising data integrity. However, its custom-only pricing model limits upfront cost transparency for budget-conscious agencies. Gainsight leads the broader customer success category with nearly 200 public company clients, making it ideal for agencies managing complex, multi-stakeholder client relationships, though implementation typically requires five months of dedicated resources. For agencies handling high-volume resume processing and candidate document uploads, JobDiva's 150+ integrations streamline data flow across recruiting tools, but mobile functionality remains limited for recruiters working remotely. Staffing agencies managing customer success face unique challenges around rapid client onboarding, temporary recruiter access, and maintaining audit trails for compliance disputes. Bullhorn dominates this space with over 25 years of market presence and SOC 1/SOC 2 certifications, though users frequently report slow support response times that can delay critical placement processes.

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1
Expert Score
9.8 / 10
651
38
INSIGHTFUL INTEGRATION
EFFICIENCY BOOSTER

Planhat Customer Platform

Planhat Customer Platform
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Planhat is a unified customer platform specifically designed to streamline operations and improve customer success for staffing agencies. With its robust data integration, AI technologies, and collaborative features, it addresses the unique needs of the industry such as managing client relationships, tracking candidate placements and optimizing operational efficiency.
Planhat is a unified customer platform specifically designed to streamline operations and improve customer success for staffing agencies. With its robust data integration, AI technologies, and collaborative features, it addresses the unique needs of the industry such as managing client relationships, tracking candidate placements and optimizing operational efficiency.
INSIGHTFUL INTEGRATION
EFFICIENCY BOOSTER

Best for teams that are

  • Subscription businesses wanting to involve the entire company via unlimited user seats
  • Mid-market to enterprise companies needing flexible data modeling and revenue focus
  • Teams managing complex onboarding projects and customer portals

Skip if

  • Very small teams or startups that may find the extensive feature set overwhelming
  • Teams looking for a simple, plug-and-play tool with zero learning curve
  • Organizations that do not need advanced data flexibility or custom portals

Expert Take

Our analysis shows Planhat distinguishes itself with an 'unlimited user' model that encourages company-wide adoption rather than restricting access to just the CS team. Research indicates its unique 'Customer Portals' feature allows businesses to share live dashboards directly with clients, fostering transparency that competitors often lack. Based on documented security certifications like SOC 2 Type II and ISO 27001, it meets rigorous enterprise standards while maintaining a flexible, unified data architecture.

Pros

  • Unlimited user pricing model
  • Customer Portals for external collaboration
  • SOC 2 Type II and ISO 27001 certified
  • Unified data model for complex metrics
  • Highly customizable dashboards

Cons

  • Steep learning curve for admins
  • Limited mobile app functionality
  • No public pricing available
  • Complex initial implementation
  • Documentation can be overwhelming
2
Expert Score
9.8 / 10
429
115
CLIENT HEALTH GURU
PROACTIVE MANAGER

Gainsight Customer Success Software

Gainsight Customer Success Software
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Gainsight is a leader in the Customer Success Management Platforms sector, specifically tailored for staffing agencies. It provides comprehensive solutions to manage customer relationships, reduce churn, drive growth, and improve product experiences which are crucial in the staffing industry.
Gainsight is a leader in the Customer Success Management Platforms sector, specifically tailored for staffing agencies. It provides comprehensive solutions to manage customer relationships, reduce churn, drive growth, and improve product experiences which are crucial in the staffing industry.
CLIENT HEALTH GURU
PROACTIVE MANAGER

Best for teams that are

  • Enterprise SaaS companies with complex customer hierarchies and workflows
  • Teams requiring deep Salesforce integration and advanced customization capabilities
  • Organizations needing a complete suite for high-touch customer management

Skip if

  • Early-stage startups with limited budgets or small teams lacking admin resources
  • Teams needing a quick-to-deploy solution with minimal setup time
  • Simple business models that do not require complex health scoring

Expert Take

Our analysis shows Gainsight is the definitive 'operating system' for Customer Success, offering unmatched depth in health scoring, risk detection, and journey orchestration. Research indicates it is the preferred choice for mature enterprises due to its robust security (including ISO 42001) and deep Salesforce integration. While it demands significant resources to implement and maintain, its capability to unify post-sales data into a single source of truth is unparalleled in the market.

Pros

  • Comprehensive Customer 360 health scoring
  • Industry-leading community and events (Pulse)
  • Advanced AI churn risk detection
  • Enterprise-grade security (ISO 42001/27001)
  • Deep Salesforce and CRM integrations

Cons

  • Steep learning curve for new users
  • High cost barrier for small teams
  • Requires dedicated admin for maintenance
  • Lengthy implementation process (months)
  • Opaque quote-based pricing model
3
Expert Score
9.7 / 10
735
117
RETENTION ROCKSTAR

Gong Customer Success Software

Gong Customer Success Software
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Designed specifically with the staffing agencies in mind, Gong provides deep insights into customer interactions. The AI-powered analysis of these dialogues helps customer success managers (CSMs) identify patterns, preferences, and pain points of their clients, enabling a more personalized and effective service. This is crucial in the staffing industry, where understanding and meeting client needs is the key to success.
Designed specifically with the staffing agencies in mind, Gong provides deep insights into customer interactions. The AI-powered analysis of these dialogues helps customer success managers (CSMs) identify patterns, preferences, and pain points of their clients, enabling a more personalized and effective service. This is crucial in the staffing industry, where understanding and meeting client needs is the key to success.
RETENTION ROCKSTAR

Best for teams that are

  • CS teams focused on analyzing customer sentiment and conversation intelligence
  • Managers prioritizing coaching and improving team performance on calls
  • Revenue teams wanting visibility into risks and upsell signals from conversations

Skip if

  • Teams needing a full-service CSP for health scoring, ticketing, and lifecycle management
  • Organizations seeking a standalone tool to manage complex post-sales workflows
  • Businesses looking for a tool primarily to manage customer data records

Expert Take

Our analysis shows Gong transforms standard customer interactions into actionable revenue intelligence, going beyond simple recording to actively detect churn risks and expansion opportunities. Research indicates it offers market-leading transcription accuracy and a security suite (ISO 42001, SOC2) that meets the strictest enterprise demands. While expensive, its ability to integrate with platforms like Gainsight makes it a powerful layer of intelligence for modern Customer Success teams.

Pros

  • Market-leading transcription accuracy
  • Deep churn risk intelligence
  • Strong security (SOC2, HIPAA, ISO)
  • Intuitive and clean user interface
  • Extensive integration ecosystem (100+ apps)

Cons

  • Expensive for small/mid-sized teams
  • Mandatory platform & onboarding fees
  • Opaque pricing model
  • Support quality concerns in recent reviews
  • Steep learning curve for advanced features
4
Expert Score
9.6 / 10
486
75
CHURN BUSTER
DATA-DRIVEN DECISION MAKER

ClientSuccess - Customer Success Solution

ClientSuccess - Customer Success Solution
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ClientSuccess is an ideal choice for staffing agencies due to its specific focus on customer success management. It provides a comprehensive view of client health, aiding in churn reduction and revenue increase. The platform's features align with staffing agencies' needs for customer retention, renewal, and growth.
ClientSuccess is an ideal choice for staffing agencies due to its specific focus on customer success management. It provides a comprehensive view of client health, aiding in churn reduction and revenue increase. The platform's features align with staffing agencies' needs for customer retention, renewal, and growth.
CHURN BUSTER
DATA-DRIVEN DECISION MAKER

Best for teams that are

  • B2B SaaS startups and mid-market teams prioritizing ease of use
  • Customer success teams focusing on high-touch relationship management
  • Organizations wanting rapid implementation and fast time-to-value

Skip if

  • Large enterprises requiring complex, custom automation or extensive data hierarchies
  • Teams needing a low-cost tool for very small budgets
  • Companies looking for deep, complex technical integrations beyond standard CRMs

Expert Take

Our analysis shows ClientSuccess distinguishes itself through its 'Pulse' methodology, which effectively blends automated data with human sentiment tracking. Research indicates this approach empowers frontline CSMs to flag risks that pure data might miss. While it lacks the infinite customization of enterprise heavyweights, documented user feedback consistently praises its usability and the 'SuccessScore' framework as easier to implement and manage.

Pros

  • Exceptional customer support and responsiveness
  • Intuitive, user-friendly interface
  • Customizable 'SuccessScore' health profiles
  • Real-time 'Pulse' sentiment tracking
  • Bi-directional CRM integrations (HubSpot/Salesforce)

Cons

  • Limited field and layout customization
  • No public pricing information
  • Reporting less flexible than Salesforce
  • Fewer integrations than larger competitors
  • Exporting data can be difficult
5
Expert Score
9.4 / 10
661
111
GROWTH DRIVER
REAL-TIME READY

Custify: CS Success Software

Custify: CS Success Software
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Custify is a customer success software that is explicitly tailored for staffing agencies. It offers a smart platform that aids such agencies in reducing churn rates, refining the onboarding process, and enhancing SaaS growth. This tool plays a significant role in the retention of clients and the enhancement of customer service, which are crucial aspects for staffing agencies.
Custify is a customer success software that is explicitly tailored for staffing agencies. It offers a smart platform that aids such agencies in reducing churn rates, refining the onboarding process, and enhancing SaaS growth. This tool plays a significant role in the retention of clients and the enhancement of customer service, which are crucial aspects for staffing agencies.
GROWTH DRIVER
REAL-TIME READY

Best for teams that are

  • B2B SaaS startups and SMBs needing a lightweight, quick-to-deploy platform
  • Teams focused on tracking product usage and automating retention workflows
  • Companies wanting to combine support, sales, and product data in one view

Skip if

  • Non-SaaS businesses or service agencies that do not track subscription metrics
  • Enterprise teams requiring complex custom integrations or advanced permissions
  • Organizations needing highly complex customer hierarchy management

Expert Take

Our analysis shows Custify effectively bridges the gap between basic spreadsheets and complex enterprise tools for B2B SaaS companies. Research indicates its standout 'Concierge Onboarding' and robust automation capabilities allow teams to realize value quickly without the heavy administrative burden of legacy platforms. Based on documented security certifications like SOC 2 Type 2 and ISO 27001, it offers enterprise-grade security accessible to mid-market teams.

Pros

  • Concierge onboarding service speeds up implementation
  • Intuitive 360-degree customer view dashboard
  • Strong automation and playbook capabilities
  • SOC 2 Type 2 and ISO 27001 certified
  • Highly responsive customer support team

Cons

  • Reporting dashboards have customization limitations
  • Steep starting price for small startups
  • Integration setup can be complex
  • Steep learning curve for advanced features
  • Less suitable for large enterprise datasets
6
Expert Score
9.4 / 10
680
42

Totango Customer Success Software

Totango Customer Success Software
View Website
Totango is a Customer Success Software specifically tailored for staffing agencies. It offers valuable insights into customer engagement, reduces churn, and assists in customer retention and growth. The software's health scores and predictive analytics help agencies to proactively manage client relationships, ensuring staffing needs are met effectively.
Totango is a Customer Success Software specifically tailored for staffing agencies. It offers valuable insights into customer engagement, reduces churn, and assists in customer retention and growth. The software's health scores and predictive analytics help agencies to proactively manage client relationships, ensuring staffing needs are met effectively.

Best for teams that are

  • Large enterprises managing vast customer bases with modular, scalable needs
  • Teams wanting a composable platform to start small and scale features as needed
  • Organizations looking for a freemium option to test before scaling

Skip if

  • Small teams seeking a simple, out-of-the-box tool without configuration needs
  • Organizations sensitive to per-user pricing models as the team scales
  • Users who find enterprise-grade configuration and setup overwhelming

Expert Take

Our analysis shows Totango distinguishes itself through its 'SuccessBLOCs' framework, which modularizes complex customer success strategies into manageable, actionable components. Research indicates the recent merger with Catalyst has significantly strengthened its capability to drive revenue growth alongside traditional retention metrics. Based on documented security certifications like ISO 27001 and SOC 2, it remains a highly trusted choice for large-scale enterprises requiring rigorous data protection.

Pros

  • Modular SuccessBLOCs framework
  • Enterprise-grade security (ISO 27001)
  • Seamless Salesforce integration
  • Predictive health scoring
  • Combined growth & retention features

Cons

  • Opaque, high enterprise pricing
  • Steep learning curve
  • Rigid reporting visualization
  • High implementation fees
  • Complex navigation for new users

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Planhat Customer Platform
No No Contact for trial Yes Yes Email/Ticket only Not specified Salesforce, HubSpot, Slack Yes Pricing on request
2 Gainsight Customer Success Software
Not specified No Contact for trial Yes Yes Email/Ticket only SOC 2 Salesforce, HubSpot, Microsoft 365 Yes Enterprise pricing available
3 Gong Customer Success Software
Yes No Contact for trial Yes Yes Yes Not specified Salesforce, HubSpot, Slack Yes Custom pricing available
4 ClientSuccess - Customer Success Solution
No No Contact for trial Yes Yes Email/Ticket only Not specified Salesforce, HubSpot, Slack Yes Enterprise pricing available
5 Custify: CS Success Software
No No No Yes Yes Yes Not specified Salesforce, HubSpot, Slack Yes Enterprise pricing available
6 Totango Customer Success Software
No No Yes - 30 days Yes Yes Yes ISO 27001 Salesforce, HubSpot, Slack Yes Enterprise pricing available
1

Planhat Customer Platform

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Slack
Supports SSO
Yes
Starting Price
Pricing on request
2

Gainsight Customer Success Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, HubSpot, Microsoft 365
Supports SSO
Yes
Starting Price
Enterprise pricing available
3

Gong Customer Success Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Slack
Supports SSO
Yes
Starting Price
Custom pricing available
4

ClientSuccess - Customer Success Solution

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Slack
Supports SSO
Yes
Starting Price
Enterprise pricing available
5

Custify: CS Success Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Slack
Supports SSO
Yes
Starting Price
Enterprise pricing available
6

Totango Customer Success Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Salesforce, HubSpot, Slack
Supports SSO
Yes
Starting Price
Enterprise pricing available

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How We Rank Products

Our Evaluation Process

Products in the Customer Success Management Platforms for Staffing Agencies category are evaluated based on their documented features like integration capabilities and analytics tools. Compatibility with existing agency systems and pricing transparency are key factors. Third-party customer feedback provides insights into the platform's real-world performance and user satisfaction, helping to gauge its effectiveness in various staffing scenarios.

Other Software products for Staffing Agencies

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