11 Best Customer Retention Software of 2025

Closing a deal with a new customer takes time, effort, and follow-up from your team. But just because someone buys once doesn’t mean they’ll return, especially if their experience doesn’t meet their expectations. Customer retention needs as much planning as acquisition, and too many teams overlook that.

You need to track the right signals, act on feedback quickly, and know when a customer starts drifting. When you do that well, repeat business increases without needing more budget or headcount. In fact, one recent benchmark found that the average monthly churn rate across B2B SaaS companies dropped from 4.4% in 2023 to 4.2% in 2024, showing how critical minor improvements, enabled by retention tools, can be in stabilizing revenue.

In this guide, we will cover the best customer retention software that supports stronger relationships, smarter retention campaigns, and fewer lost customers.

What Is Customer Retention Software?

Customer retention software is a tool designed to help businesses maintain and strengthen relationships with existing customers. These platforms give sales, support, and marketing teams everything they need to capture and retain customers.

The software helps teams build relationships through personalized service, targeted outreach, and timely follow-ups based on real customer data. A 2024 Forbes consumer study found that 81% of customers prefer companies that deliver personalized experiences and 70% expect employees to understand their history, such as prior purchases and support needs.

When used well, it supports customer loyalty efforts without making teams switch tools or look for information.

Key features to look for

Now that we’ve defined customer retention tools, let’s look at the key features your software should include:

• Customer segmentation: Your tool must let you group customers based on shared traits like location, purchase history, or behavior.
• Automation: You should automate everyday actions like follow-up emails, review requests, and feedback surveys to save time.
• Integration with the existing tech stack: Pick a tool that connects with your CRM, help desk, and email platforms without extra manual setup.
• Analytics and reporting: Your team needs to see which actions keep clients happy and which ones drive customer churn. Good retention tools show clear metrics and help you change course before you lose business.
• Customer feedback collection: Your software should offer quick ways to gather feedback from emails, chats, or surveys without making customers repeat themselves.
• Behavior tracking: Look for software that tracks user actions across your website, emails, or product features in real time, helping you see which customers are active, lost, and need help right now.

Quick Comparison: The 11 Best Customer Retention Management Tools

Here are 11 top customer loyalty and retention software platforms worth trying in 2025:

Top 11 Customer Retention Software Solutions in 2025

Below are the top 11 customer retention software to consider in 2025, with key features and pricing details to help you choose the right fit.

1. ClearlyRated

ClearlyRated is a customer retention software platform designed for professional service firms such as staffing agencies, consulting firms, accounting providers, and legal teams. It helps businesses improve retention by tracking client satisfaction, comparing scores with industry benchmarks, and turning feedback into action.

With real-time dashboards, teams can monitor satisfaction levels, loyalty risks, and urgent issues as they happen. Separate views for different departments make it easier to assign responsibility and respond quickly to feedback. Teams also receive automatic alerts when a negative review or low score is submitted, so they can take timely action.

The platform’s benchmarking features use NPS surveys and proprietary data to compare your performance against others in the same industry. These industry insights help your team understand how current results stack up against peers and where improvement is needed. At any time, your team can view these benchmark comparisons and measure your firm’s position clearly. 

Key features

• Industry-specific benchmarking: Compare your firm’s data with similar companies using over 10 years of results from professional services
• Survey customization: Edit survey questions, design, and schedule directly in your dashboard to match your brand and goals
• Plug-and-play integrations: Connect to Salesforce, Bullhorn, and HubSpot instantly with built-in tools that cut out manual work
• Intuitive and easy-to-use interface: Let your team work faster inside a clear, simple platform built for people with all skill levels
• Real-time feedback analytics: Track responses as they come in and meet with your Customer Success Manager to decide next actions
• Dedicated customer support: Reach a real support team that helps from setup through everyday use without sending you to bots

Pricing

• Available in Premium, Plus, and Enterprise plans: Custom pricing

2. Userpilot

Userpilot helps SaaS companies boost user adoption and retention by creating interactive, no-code in-app experiences for each user segment. You can build onboarding flows, tooltips, modals, and checklists without writing any code to guide users through key features and increase engagement. The platform also tracks user behavior and engagement, giving clear insights to find issues and improve the user journey.

Key features

• User onboarding: Create personalized onboarding flows that help customers achieve product success faster
• Churn detection: Use behavior analytics to find potential churn signs and bring users back on track
• NPS surveys: Run targeted in-app surveys to understand how customers feel about the product experience

Pricing

• Starter: $299/month (Up to 2,000 monthly active users)
• Growth: $799/month (Custom MAUs)
• Enterprise: Custom pricing

*All prices are billed annually

3. HubSpot CRM

Growing companies outgrow spreadsheets fast. HubSpot CRM gives startups and small teams a clean, reliable way to manage contacts, track sales, and respond to customers in one place. You don’t need to worry about trial limits because the platform stays free forever, with zero expiration and no hidden costs. Plus, built-in reports, activity tracking, and sales pipelines give you full visibility into your customer relationships.

Key features

• Customer surveys: Gather honest feedback from users to understand what’s working and where to improve
• Ticketing system: Organize customer issues, assign responses, and follow each ticket until it’s resolved
• Knowledge base: Create a searchable library of answers so customers can solve simple problems on their own

Pricing

• Available in Free, Starter, Professional & Enterprise: Custom pricing

4. Salesforce CRM

Salesforce CRM gives businesses a full view of each customer so they can build stronger, longer-lasting relationships. It connects your sales, service, marketing, and analytics tools in one platform, so every interaction reflects what the customer actually needs. Teams use Salesforce to manage pipelines, automate routine tasks, and act on real-time data instead of reacting late.

When you use tools like Einstein and Customer CRM, you can spot trends early and act before customers lose interest. The result is faster decisions, smarter campaigns, and better service that keeps people coming back.

Key features

• Cross-cloud integration: Sync customer activity across Sales Cloud, Service Cloud, and Marketing Cloud to maintain a full profile
• AI automation: Use Einstein to predict customer actions, automate tasks, and surface insights for sales and service teams
• AppExchange: Extend your CRM by adding pre-built tools and features directly from Salesforce’s marketplace

Pricing

• Custom pricing

5. Zendesk for Customer Service

Zendesk for Customer Service

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Zendesk for Customer Service helps businesses deliver personalized customer support and build long-lasting relationships with AI-powered features. Built from 18 billion customer service interactions, Zendesk AI supports both bots and human agents, offering 24/7 customer care that covers even the most complex issues.

The platform also ​​allows you to create tailored support interactions, boosting customer retention by resolving issues quickly while providing valuable insights into every customer.

Key features

• Self-service options: Empower customers to resolve their issues quickly with customizable help centers and AI-driven bots
• Customer insights: Track retention metrics and performance with detailed reports and real-time analytics dashboards
• Proactive campaigns: Reach customers with personalized updates, reminders, and offers based on their behavior

Pricing

• Team: $55/month per agent
• Growth: $89/month per agent
• Professional: $115/month per agent
• Enterprise: Custom pricing

*All prices are billed annually

*For small businesses, plans start at $19/month

6. Pipedrive

Pipedrive offers a sales CRM designed specifically for small and medium-sized businesses looking to optimize their sales process and improve customer retention. The platform’s visual pipeline allows teams to track deals efficiently, while automation handles repetitive tasks, letting sales reps focus on relationship-building and closing sales. 

Additionally, you can customize every sales stage and workflow to fit your business needs, gaining valuable insights into your sales performance. 

Key features

• Visual sales pipeline: View and manage every deal in real-time through a visual pipeline, making tracking and prioritizing easier
• Communication tracking: Track all customer communications across email and third-party tools like Zoom and Google Workspace
• Mobile CRM: Access your sales data and manage activities from anywhere with the mobile app

Pricing

• Lite: $14/month per seat
• Growth: $24/month per seat
• Premium: $49/month per seat
• Ultimate: $69/month per seat

*All prices are billed annually

7. Mixpanel

As a customer retention software, Mixpanel helps teams activate, engage, and retain users by showing how product features impact user behavior and long-term growth. Its analytics go beyond vanity metrics, revealing which actions drive retention and which users are at risk of churn. With built-in cohort analysis, you can track time to activation, feature adoption, and drop-off rates without writing SQL. Mixpanel connects engagement to business outcomes, helping teams prioritize what truly matters.

You can also benchmark user retention by region and identify sticky features that increase usage. With over 100 integrations, Mixpanel fits seamlessly into your tech stack. It delivers instant, actionable insights so teams can make confident, data-backed decisions and improve user experience across every stage of the customer journey.

Key features

• Retention analysis: Identify factors contributing to churn and develop strategies to improve user retention
• Interactive reports: Dive deeper into user behavior with detailed, customizable reporting tools
• Predictive analytics: Use predictive features to anticipate user behavior and identify potential churn risks

Pricing

• Free forever
• Growth: Starts at $0 (1M monthly events free and $0.28 per 1K events after (volume discounts available))
• Enterprise: Custom pricing

8. Gainsight

One of the best customer retention platforms, Gainsight, was built for companies that want to scale custom retention efforts without losing control or visibility.  Instead of waiting for users to leave, you can track warning signs, act early, and improve the experience across the board. 

Teams can view customer health, identify risks fast, and stay organized using built-in alerts, timelines, and automation features. Plus, the platform uses AI to flag risky behavior, trigger follow-ups, and recommend next steps. 

Key features

• Customer 360: Get one full view of each customer with updates on activity, risks, goals, and engagement
• Surveys: Collect feedback with built-in survey tools and link results to user behavior or health
• User, role, and access management: Set permissions and control who can view, edit, or manage customer details across teams

Pricing

• Available in Essentials & Enterprise: Custom pricing

9. Whatfix

Ever had a user open your product and get stuck in the first five minutes? Whatfix helps you stop that problem before it even starts. You can guide users inside your app with step-by-step walkthroughs, instant popups, and real-time help that doesn’t require engineering support. Everything is no-code, so you can launch onboarding flows or product tips fast using a drag-and-drop editor.

You don’t have to wait for users to raise their hand either. Whatfix can target help based on where they are, what they’ve clicked, or how stuck they seem. And if you want feedback, NPS surveys can run inside the app without interrupting their flow.

Key features

• Analytics: Track flow completion, see drop-off points, and review performance of every walkthrough or popup
• Real-time feedback: Collect user input directly in the product using embedded surveys and feedback tools
• Goal tracking: Set usage goals or onboarding milestones, then measure progress with real-time behavioral data

Pricing

• Available in Standard, Premium & Enterprise: Custom pricing

10. Kissmetrics

Another great customer retention software, Kissmetrics helps you answer that with real-time behavior tracking across your website and mobile app. By capturing specific customer actions like clicks, visits, and drop-offs, you get clear insights into how people actually use your product and what pushes them away. It also supports A/B testing and user segmentation, so you can test what keeps customers engaged and tailor your approach for different groups. 

Key features

• Churn analysis: Spot patterns that lead to cancellations or inactivity and act on them before customers leave for good
• Retention reporting: Measure how many users return after a specific time, and track trends across product or plan types
• Customer lifetime value (CLTV): Calculate how much value each user brings based on long-term behavior, usage, and conversion history

Pricing

• Custom pricing

11. Custify

By pulling real-time data from your CRM, billing, and support tools, Custify builds a complete view of each customer’s health, activity, and engagement. This lets your customer success team act fast when a customer starts slipping away. You won’t waste time sorting through disconnected systems, because Custify places every touchpoint in one dashboard. It helps you focus on the customers that actually need attention instead of treating everyone the same. 

Key features

• Automated playbooks: Trigger timely tasks based on user behavior so teams take the right steps without delay
• Customer 360 view: Pull data from every touchpoint to give your team a complete picture of each customer relationship
• Churn prediction: Use predictive insights to spot patterns in behavior that signal declining interest or value

Pricing

• Custom pricing

Types of Customer Retention Software

Since building strong customer relationships requires distinct capabilities, the variety of customer retention tools serves different aims effectively. Every solution tackles specific retention challenges by enabling better personalized communication and loyalty strategies. 

These include:

1. CRM (customer relationship management) tools

CRM software puts customer contacts, purchase histories, and engagement data in one accessible place for all teams to use. Marketing, sales, and support teams can create targeted messages and manage every touchpoint with greater clarity and personalization that drives stronger customer experiences.

2. Customer support & helpdesk software

Support platforms give your customer service teams structured ticketing, live chat, and knowledge base tools that speed up resolution and lower frustration. By resolving issues promptly and tracking support interactions, teams improve satisfaction and build trust with users in measurable ways.

3. Marketing automation & campaign management platforms

Automated marketing platforms let your team build sequenced emails, messaging, and engagement triggers that guide customers through timely outreach after purchase. They help identify lapsed or at-risk customers and run retention campaigns to rebuild confidence and loyalty with less manual effort.

4. Customer feedback & survey tools

Survey platforms collect opinions directly from users through emails, chat, or embedded forms and help your team track trends in responses over time. Teams can filter feedback by sentiment or content tags to uncover actionable insights and focus on improving satisfaction before churn happens.

5. Loyalty & rewards program software

Loyalty software tracks rewards points, referral incentives, or tiered benefits that give customers clear value for continued engagement. These tools give you data about repeat buying behavior and help you create programs that match what customers actually desire, boosting retention and satisfaction simultaneously.

6. Behavioral analytics & user insights platforms

Behavioral analytics tools record real-time user actions across your website, app, or product interface to track how customers interact. When tracked patterns reveal friction, points of dropoff, or repeated actions, your team can tailor experiences to meet needs more effectively and improve customer experiences measurably.

7. Product experience & in-app engagement tools

In-app messaging and onboarding guidance tools help teams engage users when they are most active within the product interface. By guiding customers through new features or prompting timely support, these platforms drive deeper adoption and stronger emotional connection that influences retention.

8. Churn prediction & customer health score tools

Predictive retention tools analyze user behavior data and account health metrics to calculate risk factors before issues become urgent. They generate health scores and predict potential churn so your team can reach out and intervene early to preserve long-term loyalty and boost employee retention of internal customer-facing staff.

Benefits of Using Customer Retention Tools

Using the best customer retention software helps your team reduce churn, improve support, and drive consistent revenue growth with existing customers. Here’s how:

• Deliver tailored experiences: Personalized messages and reward programs show customers that your team values their history and preferences, improving overall customer experiences
• Enhance support and success proactively: Support teams can track customer health metrics and anticipate issues before they escalate, improving retention and reducing downtime for users
• Automate repetitive tasks: The platform can schedule emails, loyalty program updates, and feedback outreach automatically 
• Collect feedback and act on insights quickly: Customer feedback tools gather survey responses, analyze sentiment, and reveal trends so your team can act before problems worsen
• Build loyalty and brand advocacy: Loyalty programs reward repeat behavior and encourage referrals by offering benefits that strengthen relationships and bring in new business

How To Choose the Right Customer Retention Software for Your Business

Picking the right customer retention software takes time, especially when you're comparing so many tools at once. With each platform offering a different mix of features, it can be tough to figure out which one actually fits your goals.

Consider the following factors before you make a decision:

• Understand your customer journey: Before choosing any tool, map out the full customer journey from first contact to repeat purchase. Knowing where customers drop off or stop engaging helps you pick features that solve those gaps directly.
• Evaluate based on team size and needs: Smaller teams may need fewer automation features, while larger teams often rely on more advanced tools. Always pick software that fits your team’s workflows and allows different departments to work without friction.
• Check integrations and support: Pick a tool that connects with your existing CRM, analytics tools, and marketing platforms. You’ll save hours by keeping everything in sync. Also, check if the provider offers live support when you need fast answers. The best customer retention software doesn’t just fit your needs today but supports your long-term plans as well.

Use Cases and Success Stories

Real-world results show how the right mix of people, process, and customer retention software can drive serious growth. Here’s how this B2B service provider approached their unique challenge:

TekCom Resources

TekCom Resources took a fresh approach to staffing by focusing on people’s motivations rather than resumes. Their method helped clients hire candidates who not only stayed but also grew within their roles. By pairing this philosophy with customer retention software from ClearlyRated, TekCom gathered reliable feedback, showcased real client satisfaction, and won awards that built credibility. 

These changes led to a 9% drop in falloffs, a 50% increase in referrals, and the company’s strongest quarter yet. With a people-first mindset and the right software, they strengthened relationships, boosted revenue, and built a model that continues to outperform expectations year after year. 

Making Customer Retention Software Work for You

You can find hundreds of customer retention software solutions, but starting with a proven platform like ClearlyRated saves time and effort. ClearlyRated tracks customer sentiment, identifies trends, and reveals pain points so your team can act quickly and effectively. 

The platform provides AI-powered insights that show what works well and what needs attention. When your teams share data from multiple sources, you make smarter decisions that boost loyalty and foster long-term growth. Using a unified approach with customer retention software helps your business respond to customer needs with precision and speed.

Ready to boost your retention strategy? Start using ClearlyRated today and watch your customer loyalty improve.

FAQs

What is customer retention software?

Customer retention software helps businesses track, manage, and improve relationships with existing customers to reduce churn and boost loyalty through personalized communication and support.

What are the key customer retention metrics?

Some of the key metrics include churn rate, customer lifetime value, repeat purchase rate, Net Promoter Score (NPS), and customer engagement levels to measure retention success.

What should you look for in customer retention software?

Look for easy integration, personalized marketing tools, strong analytics, automation capabilities, scalability, reliable customer support, and robust security features.