🌟
Best AI Tools for Customer Success Managers
AI tools for customer success and account management
The best AI tools for customer success managers — CRM automation, meeting note-taking, email communication, health score tracking, and renewal forecasting. These tools help CSMs manage more accounts, identify at-risk customers earlier, and deliver proactive value to clients.
·
·
★ Top AI Tools for Customer Success Managers
10 tools handpicked by our team
ChatGPT
Advanced AI chatbot by OpenAI for conversations and assistance
Gainsight
Gainsight is a customer success platform that uses AI to score account health, …
Fireflies.ai
AI notetaker for meetings with transcription and analysis
Intercom
AI-powered customer messaging and support platform
Otter.ai
AI meeting transcription and note-taking assistant
HubSpot CRM
AI-enhanced customer relationship management
Notion AI
AI writing and knowledge assistant built into Notion
Superhuman
AI-enhanced email client for productivity
Salesforce
AI-powered CRM with Einstein intelligence
Zoom AI Companion
AI assistant built into Zoom for summaries and drafts
Customer support 30 view all →
Ada
AI chatbot platform for automated customer support
Aisera
AI-powered IT and customer service automation platform
Balto
Real-time AI guidance for call centre agents
Canary Technologies
AI guest messaging and digital check-in platform for hotels
Capacity
AI-powered support automation platform
Chatbase
Build custom ChatGPT chatbots trained on your own data
ChurnZero
ChurnZero is a customer success platform for SaaS companies that uses AI to …
Drift
Conversational marketing and AI sales assistant
Duve
AI guest experience and upsell platform for hotels and short-term rentals
Forethought AI
Generative AI customer support automation
Freshdesk
AI-driven customer support software with automation
Front
AI customer communication platform for shared inboxes
Gladly
AI customer service platform for people-centred support
Gorgias
AI-powered customer support helpdesk for e-commerce brands
Helpshift
AI-first customer support platform for mobile and web
Intercom
AI-powered customer messaging and support platform
Kommunicate
Kommunicate is an AI chatbot and live chat platform for automating customer …
Kustomer AI
CRM-powered AI customer service platform
Mavenoid
AI product support and self-service troubleshooting platform
Moveworks
AI assistant that resolves IT and HR support tickets automatically
Netomi
AI customer service with highest resolution rates
Observe.AI
AI quality assurance for contact centres
Sapling
AI writing assistant and grammar checker for customer teams
Talkdesk
AI-powered cloud contact centre platform
Tidio
AI customer support chatbot for small businesses
Totango
Totango is a customer success platform with a modular structure that lets teams …
Watermelon
Conversational AI platform to supercharge customer service
Yellow.ai
Yellow.ai is an enterprise conversational AI platform for automating customer …
Zendesk
AI-enhanced customer service and support platform
Zowie
AI customer service automation for e-commerce
Crm 14 view all →
Attio
AI-native CRM built for modern go-to-market teams
Close
CRM with built-in calling, email, and SMS for sales teams
Conduyt
Flat-rate AI-native CRM with unlimited users
Copper
CRM built for Google Workspace with AI automation
Folk
AI-powered CRM for managing relationships and outreach
Freshsales
AI-powered CRM with sales automation by Freshworks
Gainsight
Gainsight is a customer success platform that uses AI to score account health, …
HubSpot CRM
AI-enhanced customer relationship management
Lightfield
AI-native CRM built for modern sales teams
Pipedrive
AI sales CRM with predictive insights
Salesflare
AI-powered CRM for B2B startups with automated data entry
Salesforce
AI-powered CRM with Einstein intelligence
Streak
CRM built natively inside Gmail for sales and relationship management
Zoho CRM
AI-powered customer relationship management
Meeting assistants 20 view all →
Avoma
AI meeting assistant with coaching and revenue intelligence
Claap
AI video wiki for async team communication
Fathom
AI meeting assistant that records, transcribes, and summarizes
Fellow
AI meeting assistant and manager effectiveness platform
Fireflies.ai
AI notetaker for meetings with transcription and analysis
Grain
AI-powered meeting recorder and conversation analytics
Hedy AI
AI that whispers real-time meeting insights in your ear
Laxis
Laxis is an AI meeting assistant that transcribes, summarizes, and extracts …
MeetGeek
Automatic meeting recorder and AI insights platform
MosMos
A native Mac app that turns speech into formatted text in whatever app you are using
Mumble AI
Voice-first productivity workspace for Mac and iOS
Noty.ai
AI meeting notes and task extractor for Google Meet
Otter.ai
AI meeting transcription and note-taking assistant
Read AI
AI meeting assistant with engagement scoring
Rewatch
Rewatch is a video hub for recording, transcribing, and searching internal …
Sembly AI
AI meeting assistant with team collaboration features
Supernormal
AI notetaker that writes your meeting notes for you
Tactiq
Real-time AI transcription for Google Meet and Zoom
tl;dv
AI meeting recorder with automatic summaries and highlights
Zoom AI Companion
AI assistant built into Zoom for summaries and drafts
Email assistants 15 view all →
ActiveCampaign AI
Marketing automation with AI-driven personalisation
Boomerang
AI email scheduling and response assistant
Brevo AI
AI marketing platform for email, SMS, and CRM
ConvertKit
ConvertKit is an email marketing platform built for creators including writers, …
GetResponse
GetResponse is an email marketing and automation platform that covers email …
Klaviyo AI
AI-powered email and SMS marketing for e-commerce
Mailchimp
Mailchimp is an email marketing platform for building campaigns, automating …
MailerLite
MailerLite is an email marketing platform for creating campaigns, building …
Mixmax
AI-powered email productivity and tracking
SaneBox
AI email management and prioritization
Shortwave
AI-powered email client that organises your inbox
Spark Mail
Smart email client with AI prioritisation and drafting
Spike
AI-powered conversational email and messaging platform
Superhuman
AI-enhanced email client for productivity
Warmbox
Warmbox is an email warm-up tool that builds sender reputation automatically by …
Productivity 21 view all →
AIPRM
AIPRM is a prompt management platform with a large community-curated library of …
Akiflow
Unified task management and daily planning tool
Ando
Team chat where AI agents hold their own inboxes alongside human coworkers
Asana
Work management platform for teams to organize and track work
Choosaro
AI-powered decision-making tool for comparing options
Claude Docs
Anthropic's document editor built directly into Claude conversations
Clickup
Comprehensive project management and productivity platform
Coda AI
AI-powered doc platform combining wikis, spreadsheets, and apps
Collate
Free offline PDF assistant for learners and professionals
Gemini in Workspace
Google AI integrated across Gmail, Docs, Sheets, and Slides
Miro AI
AI-powered collaborative whiteboard for teams
Notion
Versatile productivity and note-taking web application developed by Notion Labs, Inc
Raycast AI
Mac productivity launcher with AI commands built in
Reclaim AI
AI calendar assistant that protects time for deep work
Serno
AI workspace for complex questions requiring multiple perspectives
Slack AI
AI-powered search and summaries inside Slack
Slashspace
Desktop app for deep multi-threaded AI conversations
Sunsama
Daily planner that integrates tasks, calendar, and focus
Todoist
Smart task manager and to-do list app with AI features
Wispr Flow
AI voice dictation for quick and clear writing anywhere
ZeroTwo
Access Claude, ChatGPT, Gemini and more in one place