A big part of putting together a Digital Strategy is to look at your existing tech stack to see what is possible to accomplish using the tools you already have.

That said, there invariably comes a time where you want to turn to a tool to help you out, either with broad, highly strategic tasks such as a full blown CSP, or a smaller tool meant to help solve for very specific tasks.

The problem is that it can be very challenge to understand what apps exist out there and/or what each app does.

On this page, I’ll be collecting and featuring various tools that serve the CS industry. The goal is to give you the information you need to engage with and select the correct tool for the job.


AI Assistants

Agent Copilot
Supercharge customer onboarding, renewals, and revenue growth with personalized AI-generated videos, pages, and creative collaterals for every interaction.

Create and update your Knowledge Base articles with AI that analyzes your support tickets.

Post-sales organizations can scale customer success without hiring more. AI CSM onboards and trains customers on auto-pilot, reducing time to value and increasing account activation.

Grow & preserve your revenue on autopilot with AI-driven Digital Customer Success / Account Managers. Grow efficiently, save costs, accelerate time-to-value & add revenue.

AI-generated presentations. Just start writing. Beautiful, engaging content with none of the formatting and design work.

Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation.

FunnelStory AI can automatically discover and model your data in minutes, learn from your best customers, generate optimum conversion funnels, design effective engagements, and signal sales when customers are ready for more.

Understand sentiment, prioritize product features and uncover growth opportunities via AI analysis of support cases and other customer platforms.

Leverage Artificial Revenue Intelligence to predict churn, identify hidden growth opportunities at scale, and eliminate any need for human feedback.
The leading AI notetaker and customer intelligence platform for every customer-facing SaaS team.

AI Video/Audio
Product walk-through videos and documentation creation is massively simplified with this tool which has a similar capture feature to Loom. The power is in the output as it automatically creates rich documentation & video of your demonstration.

Transform your ideas into stunning content with AI voices, using our text to video tool.

Effortlessly produce studio quality videos with AI-generated avatars and voices.

Soul Machines
Soul Machines Digital DNA studio lets you create the most “digitally alive” Digital Influencers, Customer Service Agents, Onboarding Pros and more.

Sunday Sky
A video platform to transform how businesses create, personalize, and distribute video at scale.

Turn your text into videos in minutes. Natural sounding AI voices in 120+ languages. Make your videos more engaging with 140+ AI avatars. Edit as easily as slide deck, no experience required.

We automate the production of software videos making it fast and cost-effective, even if you release new software every day. Our patent-pending technology can analyze, infer and generate human behavior from your documentation and software. Our platform uses text-to-speech technology and can render video libraries in multiple languages in minutes. Without human interaction.

Analytics, Automation & Data Management

Operationalize your critical data, move beyond rigid tools, and reimagine workflows with AI. No code required.

Canva Automation – Auto Canva Maker
Utilize your data to customize Canva designs. Use cases include automated insights distribution, personalized swag, persona-specific communications.

User journey optimization. Easily analyze and improve the customer experience with web, mobile and product analytics.

Heap gives you complete understanding of your customers’ digital journeys, so you can quickly improve conversion, retention, and customer delight.

Hook accurately predicts which customers you should focus on to grow revenue faster. Stop being led by guesswork.
Leverage the power of the modern data stack without spending your time building it. We connect to any data source and structure your data so that you can answer questions without worrying about schemas or pipelines.

Deliver spectacular CX at scale with the conversational AI platform built for customer-obsessed teams. Understanding sentiment, prioritizing product features and uncovering growth opportunities has never been easier.

Quantum Metric
Understanding and optimizing every user interaction on your website or app is not just an advantage—it’s essential. Leading global enterprises rely on the Quantum Metric digital analytics platform to provide a simplified approach to monitor, diagnose and optimize the digital journeys that matter most. The Quantum Metric platform provides a structured approach to understanding the digital customer journey, enabling organizations to recognize customer needs, quantify the financial impact, and establish priorities based on digital ROI.

for sales and customer success. Predictive intelligence and automation platform that brings the sales, marketing, and success teams together to hit their goals and grow faster.

Collect events from your web and mobile apps and provide a complete data toolkit to every team in your company. Intelligent customer engagement and AI models are only as good as the quality of your data. Segment CDP enables companies to collect, clean, and activate AI-ready data.

The check engine light for customer churn. We hate churn. That’s why we built Sturdy, the world’s first AI-powered platform to prevent customer churn.

Prevent churn at scale by asking your customer the right question to the right contact at the right time and place. Then inform your teams of customer responses to inform your decisions in real-time.

Intelligent integration & workflow automation across your organization.

Build automated cross-platform workflows customized for your role and business.

Content Creation & Sharing

Make professional-quality videos quickly and easily. Record your screen or upload an existing video, then add effects, music and much more.

Advanced eyedropper, color picker and color analyzer for your Chrome & Firefox.

Text to speech APIs. Build Speech AI into your apps.

Write, record, transcribe, edit, collaborate and share your videos and podcasts.

Online screen and video recording tool with advanced video editing, storage and sharing.

Your key to automated business reviews. Automate the creation & sending of any presentation that needs to be personalized regularly or updated frequently

Direct-to-customer or internal video communication

Stand out from the crowd with personalized video messages. Send videos by email, LinkedIn, Salesloft, HubSpot, etc. Use AI to make video recording a breeze.

Create and manage videos, host webinars, generate leads, and measure video performance—all in one place


Catalyst guides Sales and Success teams to turn your customers into your #1 growth engine by delivering insights for retention risk and expansion opportunities.

Drive product adoption and customer love with in-app UX patterns that drive real results. Skip the dev cycles and take control of your product’s goals with Chameleon.

Keep a constant pulse on your client base at every touchpoint. Increased visibility and insight means more impactful Customer Success teams with ChurnZero. Automation, in-app communications and predictive Customer Success

The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

Fulcrum is a product-led success platform that automatically spots outcome-focused customer segments, and enables adaptable product engagement in minutes to help companies proactively grow net revenue retention for low-touch customers.

The complete customer success platform. Launch, scale teams and deliver awesome customer experiences.
Organize, automate & manage the client onboarding & implementation experience from handoff to launch. All with one, easy-to-use solution.

Manager your customers. Collaborate internally and externally with your customers. Automate any task or workflow. Tell stories with your data.

Customer & Revenue Platform that helps you 10x efficiency and accelerate results.

Most tools used by Customer Success are either made for Sales or way too complicated. Startdeliver lets CS teams easily monitor customer health and learn what to do to help customers be more successful and less likely to churn.

A flexible, scalable platform that gives you the freedom to compose magic moments at each stage of your customer journey—and easily work across your entire team.

An all-in-one collaborative workspace that combines your customer data with all the capabilities you expect from today’s project management and work platforms.

Customer Gifting

B2B gifting and direct mail platform for recipient-first experiences, higher-converting outreach and deeper customer relationships.

Celebrate big wins with personalized gifts and experiences that keep you top of mind to build brand loyalty, establish trust and achieve stellar customer retention.

Printfection (by Custom Ink)
Create and send branded swag anywhere with this fully featured swag management platform.

Use data-driven gifting to grow your pipeline, close more deals and create an exceptional customer experience.

Turn customers into advocates. Build customer loyalty and increase retention with thoughtful gifts that show customers you value their business.

Deliver digital gift cards and payments locally and globally.

Customer Portals & Help Desk

The collaborative onboarding plan for post-sale teams in HubSpot. Arrows helps you scale onboarding by driving customer engagement. Add automation and reporting to your process with best-in-class HubSpot integration.

Design a no-code customer interface, a collaborative workspace with every client, delivering tailored success plans, curated resources and insightful reports.

Freshdesk by Freshworks
Delivering personalized support fast. Manage, prioritize and resolve tickets at scale with a unified workspace that helps agents move quickly, focus on the right issues and deliver personalized support.

Front is a customer operations platform that enables teams to streamline communication and deliver exceptional service at scale.

Gainsight Digital Hub
Bring your self-serve resources and product best practices together in a single location to create powerful, personalized customer experiences that drive adoption, retention and engagement.

Combines an AI chatbot, help desk, and proactive support—so you can keep costs low, support teams happy, and customers satisfied.

Qualtric’s Customer Success Hub
Log in to contact support, view open support tickets, access tutorials and more

Complete customer service solution. Ticketing, AI & automation, help center, messaging and workforce management.

In-App Engagement

Design, deploy and test captivating onboarding experiences. Tailored onboarding, reducing time to value and feature adoption.

Product and design teams use Candu to create native UI experiences like onboarding checklists, empty states and upgrade banners — all without code.

Gainsight PX
Drive growth through your product with advanced product analytics, native omni-channel engagement, and closed-loop feedback.

Intercom combines an AI chatbot, help desk, and proactive support—so you can keep costs low, support teams happy, and customers satisfied.

Product analytics, in-app guidance, user feedback & product engagement score.

Analyze, automate and optimize experiences to eliminate digital friction. Get full visibility into your software, deliver personalized, automated experiences at points of friction & create people-first workflows.

A digital adoption platform that makes your technology user-savvy with personalized onboarding, interactive guidance and on-demand support.

Process Mapping & Diagrams

One app to replace them all. Get everyone working in a single platform designed to manage any type of work.

Intelligent diagramming application that brings teams together to make better decisions and build the future.

Build, iterate, and design faster with Miro — the visual workspace for innovation.

From customer journey mapping to management, you don’t have to shuffle between spreadsheets, email and other tools to keep your customer journeys on course. Get everyone on the same page with a clear journey hierarchy and a set taxonomy.

Project Management

Drive clarity and impact at scale by connecting work and workflows to company-wide goals.
The Work OS that lets you shape the workflows, your way. Boost your team’s alignment, efficiency and productivity by customizing any workflow to fit your needs.

Connected workspace for wiki, docs & projects. Organizational tools including task management, project tracking, to-do lists and bookmarking.

Bring all your tasks, teammates and tools together with boards, lists and cards.

Scheduling & Communications

Scheduling automation platform for eliminating the back-and-forth emails to find the perfect time. Drive more retention, speed up your response times & improve NPS and customer health.

Chili Piper
Qualify, route and schedule leads from anywhere – be it your webform, cold calls, campaigns, G2 page and more.

Google Appointment Scheduling
Manage your availability and simplify how you schedule meetings.

An AI scheduling automation app that finds the best time for your meetings, tasks, habits, & breaks.

Step Guides & Walk Throughs

Create interactive demos & step-by-step guides in seconds with Guideflow, the interactive product demo platform. Capture, customize, share & analyze your guideflows!

Create stunningly efficient tutorials and share them at lightspeed.

The interactive demo platform used by forward-thinking teams to increase conversion. Give your prospects a better buying experience. Let them get hands-on with your product on their own time.

Turn any process into a step-by-step guide, instantly. Onboard new hires, create SOPs, build training docs, answer questions, assist customers and more.


Delighted (by qualtrics)
All-in-one platform to collect, seek approval and publish positive customer feedback.
Collecting testimonials is hard, we get it! So we built Testimonial. In minutes, you can collect text and video testimonials from your customers with no need for a developer or website hosting.

Turn happy customers into your best sellers. UserEvidence automates social proof for GTM teams. Generate verified customer evidence, product stats and ROI data in minutes.

VoC (NPS, CSAT & Survey)

Capture more positive reviews and make things right in the moment. Measure every customer experience, motivate your frontline teams and see the impact on your bottom linke.

Net Promoter Score Software (by qualitrics)
Measure, analyze and improve NPS across your organization.

Create simple or sophisticated surveys online. Get insights that drive growth. SurveyMonkey is an AI-powered feedback solution that delivers insights fast. 24/7 Customer Support.

Forms and surveys. Get more data – like signups, feedback and anything else – with forms designed to be refreshingly different.


Produce memorable in-person and virtual events with studio-quality broadcasts and engagement without a production crew.

Blue Jeans

Webinars that feel alive. Keep your audience engaged until the end with this powerful, yet simple to use webinar tool. Brand them with your colors. Repurpose Ai to let your content live forever.

GoTo Webinar
From remote employee training to hybrid all-hands; pre recorded product demos to multi-day conferences – GoTo Webinar makes events easy.

Livestorm provides a video conferencing software for webinars and virtual meetings, with tools for registration pages, email cadences and analytics.

Create webinars, virtual events and personalized content experiences that drive engagement, generate first-party data and deliver revenue growth.

Zoom Webinar
Easily stream to third-party platforms, embed video into a web page and send a single link to your attendees, all on Zoom’s secure and reliable video platform.

Did we miss an app?

If there are other apps you feel should be on this list, please let us know with this form (and sign up for the newsletter if you aren’t already)!