Customer success teams have a million and one tasks to handle on a daily basis, and having a solid set of tools can greatly improve the way your team tracks, organizes, and manages your efforts. From client-facing tasks to internal communications, these tools can help provide structure in your organization and keep your team(s) aligned. 

Slack: This chat room-like communication tool is meeting space, bulletin board, and phone-tree for your team. You can use it to coordinate and collaborate on tasks, share files, and keep everyone up to date with internal and external tasks. You can communicate as a group through channels or message individuals separately. We love the ability to use GIFS, emoji’s to provide that personal touch!

Alternatives: Google Hangouts, Chanty, Hive, Basecamp

Zoom: This web-hosted service is used for online meetings, desktop sharing, and video conferencing. It’s particularly helpful for customer success teams who routinely host trainings and check-in’s with customers. With the option to record meetings, you can share, download, and keep the recording if necessary. 

Alternatives: GoToMeeting, RingCentral, UberConference 

Calendly: Being a CSM requires a lot of organization, especially when it comes to scheduling meetings. Calendly’s interface is simple and easy to use. It builds right into your existing calendar so you can eliminate the annoyance of email and phone tags for scheduling appointments, calls, interviews, demos, etc. Believe us, this is a must-have if you want to save time (and your sanity)! 

Alternatives:,, Doodle

Zendesk: This tool is an all-in-one solution to omnichannel customer support. It’s ticket management system combined with self-service online support and reporting is great for all teams, whether you have five team members or 500. It offers several features that help improve customer services, increase productivity, and boost customer satisfaction rates.

Alternatives: FreshDesk, Zoho Desk, Help Scout, JIRA Service Desk 

Asana: This project management tool will help your team stay in sync, hit deadlines, and reach your goals. You can easily visualize, organize, and plan workflows, projects, and more. The tool has 100+ integrations, and you can also bring in emails, files, and tickets. If you’re sick of writing down a to-do list, this is a great next step! 

Alternatives: Trello,, Airtable, Wrike

Jiminny: This platform is apt to handle all your team’s communications, and uses automation and AI to help grow your sales team. Our CS team particularly loves this tool because it links recorded meetings directly to our account in SDFC!

Alternatives: Gong, Lessonly, Outreach 

Tableau: This is a powerful tool when it comes to data visualization and business intelligence. It helps to simplify raw data by breaking it down into a format that is easy to understand and share. Within the tool, you can create interactive visualizations in the form of dashboards and worksheets. Bonus: it’s great for those who are less tech-savvy!

Alternatives: QlikView, Sisense, Looker, ReportPlus

We hope you find this list helpful! What tools can your customer success team not live without?