Best Customer Success Software for Google Sheets

FROGED is a secure omnichannel platform that unites Human Touch and AI to help businesses connect with customers in smarter, faster, and more personal ways. With full visibility, traceability, and centralized data, FROGED empowers agents and managers to boost efficiency, productivity, and revenue while keeping people at the heart of technology. Key Features: Unified Omnichannel Inbox: Manage all conversations across all channels in one place, without losing context or personalization. Campaigns & Conversational Marketing: Engage customers at scale with segmentation and hyper-personalization, turning one-to-many outreach into one-to-one interactions. AI Copilot & Workflows: Automate Tier 1 support, summarize interactions, and create custom workflows that integrate seamlessly with your tools.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

The Customer Success and actionable data platform leverages technology to foster reliable relationships between your organization and its clientele. By employing sophisticated methods to analyze extensive data sets, we create a distinct perspective of the customer experience, generating insights that enable your business to act with greater proactivity and precision. Recognizing the unique aspects of each company, SenseScore is fully tailored to your specific circumstances and business requirements. We assess key indicators to gauge your customers' wellbeing, allowing you to foresee potential risks and uncover opportunities for growth. The SenseData platform seamlessly integrates with your existing digital tools and data sources. Utilizing our proprietary API, SenseConnect, we facilitate connections with over 70 applications, as well as databases and spreadsheets, in a swift and secure manner. This ensures you have access to all pertinent information that is crucial for your business. Our dedicated team of experts is available to assist you in navigating any challenges you face with data management, ensuring that you fully harness the potential of your data resources. Ultimately, we aim to empower your organization to make informed decisions based on reliable insights.