What are the best free customer success tools?

January 15, 2024
4 min

As a customer success professional, there are a variety of tools and resources you can use to streamline your workflow and improve your overall performance. While there are many paid options available, there are also a number of free customer success tools that can help you achieve your goals without breaking the bank. In this guide, we'll explore the top free customer success tools, including Successeve, and how they can benefit your business.

What is Customer Success?

Before diving into the tools available to customer success professionals, it's important to define the term customer success. Customer success is the practice of ensuring that customers achieve their desired outcomes while using your product or service. This involves understanding the customer's goals, providing them with the necessary resources and support, and ultimately helping them achieve success.

The Benefits of Using Customer Success Tools

Using customer success tools can help you achieve your goals in a variety of ways. Some of the key benefits of using these tools include:

  • Improved customer retention: By proactively identifying and addressing customer issues, you can improve customer satisfaction and reduce churn.
  • Increased revenue: Satisfied customers are more likely to purchase additional products or services from your business.
  • Greater efficiency: Customer success tools can help you automate tasks and streamline your workflow, allowing you to focus on high-value activities.

The Best Free Customer Success Tools

Now that we've established the benefits of using customer success tools, let's take a look at some of the best free options available:

1. Successeve

Successeve is a comprehensive customer success platform that offers a range of features to help you improve your customer success metrics. Some of the key features of Successeve include:

  • Customer success automation: Successeve uses automation to help you streamline your workflow and reduce manual tasks.
  • Customer health monitoring: With Successeve, you can monitor the health of your customers and take proactive steps to address any issues.
  • Customer analytics: Successeve provides detailed analytics on customer behavior, allowing you to make data-driven decisions.
  • Customizable dashboards: Successeve allows you to create custom dashboards to track the metrics that matter most to your business.

Overall, Successeve is a powerful customer success tool that can help you achieve your goals without breaking the bank.

2. HubSpot

HubSpot is a popular marketing platform that also offers a range of customer success features. While the paid version of HubSpot is quite expensive, the free version still offers a number of useful features, including:

  • Customer feedback surveys: HubSpot allows you to create and send customer feedback surveys to gather valuable insights.
  • Ticketing system: With HubSpot, you can create a ticketing system to track customer issues and ensure they are resolved in a timely manner.
  • Customer relationship management (CRM): HubSpot also offers a free CRM tool that allows you to manage your customer data and track interactions.

3. Trello

While not specifically designed for customer success, Trello is a popular project management tool that can be used to track customer success metrics. With Trello, you can create boards to track customer issues, monitor progress on customer success initiatives, and collaborate with your team.

4. Google Analytics

Google Analytics is a free analytics tool that can provide valuable insights into customer behavior. By tracking metrics such as bounce rate, time on site, and pages per session, you can gain a better understanding of how customers are interacting with your website. This information can be used to optimize your website and improve the customer experience.

5. Intercom

Intercom is a popular customer messaging platform that offers a free version with limited features. With Intercom, you can communicate with customers in real-time, gather feedback, and track customer behavior.


In conclusion, there are a variety of free customer success tools available that can help you achieve your goals without breaking the bank. Whether you're looking for a comprehensive platform like Successeve or a more specialized tool like Trello, there are options available to suit your needs. By leveraging these tools, you can improve customer retention, increase revenue, and streamline your workflow, ultimately helping your business achieve success.

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