Togile CRM
by Togile CRMTogile CRM suits teams managing contacts, deals, and revenue signals, from startups to large organizations.
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Best Proactive Customer Retention Software 2026
Facts read 24 Sep 2026 – 15 Oct 2026
Teams use proactive customer retention software to monitor churn signals, customer health and product activity, then organize outreach and retention tasks. It can suit teams that need a clearer view of account signals and renewal work.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 Togile CRM | Togile CRM suits teams managing contacts, deals, and revenue signals, from startups to large organizations. | 5.7 | ₹36,000 a year | Free plan | Android, iPhone & iPad, Web, API | 8 Oct 2026 |
| 02 GainTrace | GainTrace suits B2B SaaS customer success teams that want account health scores and workflows for churn-related situations. | 5.5 | $82 a month, billed yearly | Free plan | Web, API, Self-hosted | 15 Oct 2026 |
| 03 CSSignal | CSSignal is aimed at customer success managers, operations teams, leaders, and founders or GTM leaders. | 4.5 | $129 a month, billed yearly | Free trial | Web | 5 Oct 2026 |
| 04 Retain | Retain suits B2B SaaS businesses with high-value customers and small customer-success or account-management teams. | 4.5 | $79 a month | Free trial | Web, API | 2 Oct 2026 |
| 05 Churnkey | 4.4 | $250 a month, billed yearly | Free plan | Web, API | 30 Sep 2026 | |
| 06 Successifier | It suits SaaS customer-success teams, especially organizations described as having 2 to 200 people. | 4.4 | $79 a month | Free trial | Web, API | 1 Oct 2026 |
| 07 Custify | Custify is aimed at customer success managers and B2B SaaS businesses that need to centralize customer information and automate workflows. | 3.9 | — | Free trial | Web, API | 7 Oct 2026 |
| 08 Paddle Retain | 3.8 | — | Free trial | Web | 4 Oct 2026 | |
| 09 SmartKarrot | 3.8 | $15,000 a year | — | Web, API | 2 Oct 2026 | |
| 10 Vitally | Vitally is aimed at Customer Success teams using one-to-many, product-led, hybrid, or one-to-one engagement models. | 3.8 | — | Free trial | Web, API | 3 Oct 2026 |
Use this list to compare free access, starting paid prices, scoring features, usage tracking, outreach tools and data integrations. Before selecting a setup, verify whether it runs on web, API, iOS, Android or as self-hosted software.
02
GainTrace
GainTrace suits B2B SaaS customer success teams that want account health scores and workflows for churn-related situations.
WebAPISelf-hosted Record5.5 Visit
03
CSSignal
CSSignal is aimed at customer success managers, operations teams, leaders, and founders or GTM leaders.
Web Record4.5 Visit
04
Retain
Retain suits B2B SaaS businesses with high-value customers and small customer-success or account-management teams.
WebAPI Record4.5 Visit
05
Churnkey
WebAPI Record4.4 Visit
6
Successifier
WebAPI $79 a month Record4.4 Visit It suits SaaS customer-success teams, especially organizations described as having 2 to 200 people.
7
Custify
WebAPI — Record3.9 Visit Custify is aimed at customer success managers and B2B SaaS businesses that need to centralize customer information and automate workflows.
10
Vitally
WebAPI — Record3.8 Visit Vitally is aimed at Customer Success teams using one-to-many, product-led, hybrid, or one-to-one engagement models.
11
Churned
WebAPI — Record3.6 Visit Churned suits subscription-focused teams managing large subscriber bases and interaction volumes.
12
Customerscore.io
WebAPI — Record3.6 Visit Customerscore.io is aimed at lean Customer Success, Growth, and RevOps teams at SaaS companies.
13
fiit
Web $399 a month, billed yearly Record3.6 Visit fiit suits customer success, account management, renewal, and onboarding teams using Salesforce.
14
ZapScale
Web — Record3.6 Visit ZapScale is presented for growing customer success teams at B2B SaaS companies.
15
ClientSuccess
Web — Record3.5 Visit ClientSuccess suits early-stage startups, SMBs, mid-market teams, and larger organisations with structured customer-success programs.
Before you choose
Compare free access and paid terms
Check each listing for free-plan availability. GainTrace shows free access, with paid service beginning at $82 per month when billed annually. Churnkey shows a free plan, annual pricing beginning at $250 per month and a 14-day trial.
Free trials are available on some entries. Custify offers trial access. AmplifyCS, ChurnAI, Churned, ClientSuccess, Custify, Customerscore.io and Planhat provide pricing only on request.
Look for churn and health scoring
Churn risk scoring can flag accounts that may need attention. ChurnAI includes a score for churn risk. Customer health scoring is a comparison field for the tools in this category.
Review how a product combines risk and health signals with your account process before choosing a workflow.
Match workflows to outreach
This list uses retention workflows and customer outreach as comparison criteria. Identify the actions your team needs once a risk or health signal appears.
Paddle Retain starts at $500 per month and does not show a free plan. Its listing centers on failed-payment recovery, so compare that focus with broader retention workflow needs.
Check usage tracking and integrations
Product usage tracking and data integrations help connect account activity with retention work. Customerscore.io supports API and web, and Planhat also supports API and web.
Review the integrations your systems require and confirm whether the product can receive the data you need before selecting it.
Choose a platform that fits your stack
Entries list web, API, iOS, Android or self-hosted deployments. AmplifyCS and fiit list web support. Match the platform listing to where your team works and where customer data is managed.
Questions
What does proactive customer retention software compare?
This comparison covers free plans, entry paid prices, churn-risk and customer-health scoring, retention workflows, product-use tracking, outreach capabilities and data integrations.
Do tools on this list offer free plans?
Check each entry for a free-plan option. GainTrace and Churnkey show free-plan options.
Are free trials available?
Check the pricing details for trial access. Custify provides a free trial, while Churnkey provides 14 days.
Which platforms do these tools support?
The entries cover web, API, iOS, Android and self-hosted environments, with support differing by product.
Can I find starting prices?
Some entries publish starting rates, while others require a pricing request. CSSignal starts at $69 per month, and Paddle Retain starts at $500 per month.
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