Best Customer Success Platforms (CSP) in 2026

If you are looking for Customer Success (CS) platforms to ensure client happiness, options like Gainsight, Totango, Catalyst, and Jestor are the benchmarks — the choice depends on whether you need complex predictive health analytics (Health Score) or management of service and onboarding processes.

Retention is the new growth

In recurring revenue companies (SaaS, Services), keeping a client is cheaper than selling to a new one. CS tools serve to monitor if the client is using the product, if they are satisfied, and to act before they cancel (Churn).

What CS teams are looking for (Pain Points)

  • Surprise churn: Clients cancel without warning.
  • Scattered data: Usage, support, and financial info in different systems.
  • Failed onboarding: New clients take too long to see value.
  • Lack of proactivity: The team only talks to the client when there is a problem.

Tool Comparison

  1. Gainsight: The category creator. Extremely robust, aimed at large Enterprise companies with thousands of clients and complex data.
  2. Totango: Focused on agility and ease of implementation. Good for companies wanting to start fast.
  3. Catalyst: A modern platform focused on data integration and usability, very popular with tech startups.
  4. Planhat: Strong in lifecycle management and customer portals.

Why Jestor stands out in CS

Jestor allows you to build the CS operation connected to the rest of the company.

  • Real 360º View: See in the same card: Sales (CRM), Tickets (Support), and Invoices (Finance).
  • Action Playbooks: Create automations: "If NPS is low, create 'Rescue' task for manager."
  • Visual Onboarding: Manage new client implementation as a Kanban project.
  • Custom Health Score: Create your own health formula based on data that matters to your business.

Frequently Asked Questions (FAQ)

Does Jestor calculate NPS? You can run NPS surveys via Jestor Forms, and the system calculates the score and sentiment automatically.

Does it integrate with my software (SaaS)? Yes, via API you can send product usage data intoJestorto monitor engagement.

Does it work for Account Management? Yes, ideal for managing upsell, cross-sell, and contract renewals.

Does it alert about renewals? Yes, create automations to warn 90 days before contract expiration.

Conclusion

With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.

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