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Best 20+ Tools for Customer Success Managers in 2025

The Customer Success Manager ensures clients achieve their desired outcomes using company products or services. They build relationships, provide onboarding support, monitor customer health, identify expansion opportunities, and work to reduce churn while driving customer satisfaction and retention.

68 active tools
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Loops

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Loops is an email sending platform made for software companies. It lets you create and send three types of emails from one dashboard: campaigns (one-time announcements), loops (automated sequences), and transactional emails (password resets, receipts).

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MailerLite

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MailerLite is an all-in-one email marketing platform that helps you connect with your customers through email. You can create and send newsletters, build landing pages and websites, design signup forms, and set up automated email sequences. The platform uses a simple drag-and-drop editor that makes it easy to create professional-looking emails without any design skills.

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Zoho Mail

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Zoho Mail is a complete email solution for businesses that need professional communication tools. You get your own branded email address using your company domain name, which looks more professional than free email services. The platform includes a clean inbox without any advertisements or distractions.

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ImprovMX

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ImprovMX is a cloud-based email forwarding tool that connects your custom domain to your existing email inbox. Instead of setting up complicated email servers or paying for expensive hosting, you simply point your domain to ImprovMX and create email aliases that forward to your personal email.

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Snapify

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Snapify is a web-based screen recording platform that captures your screen activity, webcam, and audio simultaneously. You can use it to create video messages, tutorials, product demos, or bug reports in seconds. The tool runs entirely online, so there is no software to install on your computer.

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Dadan

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Dadan is a tool that lets you create and share video messages quickly and easily. You can record your screen, camera, or both together, then edit and share the video without downloading files or using complicated software.

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NeetoRecord

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NeetoRecord is a recording tool that captures your computer screen and webcam at the same time. You can use it to create software demos, explain processes, give feedback, or record training materials. Unlike traditional screen recorders, it automatically generates useful features for your videos.

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Clueso

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Clueso is an AI video editor that helps you create professional training content quickly. You record your screen while showing a process or feature, and Clueso automatically transforms it into two things: a polished video with professional voiceover and a written guide with screenshots.

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Sendspark

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Sendspark is a video communication platform that combines screen recording with artificial intelligence to help businesses send personalized video messages at scale. You can record yourself, your screen, or both together, then use AI to automatically add personal touches like each viewer's name spoken naturally in your voice.

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Docsie

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Docsie is a tool that helps you create and organize documentation for your products, services, or internal processes. You can write guides, manuals, and help articles in one place, then publish them to a website where your team or customers can find answers.

Best 20+ Tools for Customer Success Managers in 2025