Company lists · Data refreshed September 2026

Top 25 Customer success platforms based in the United States

Name: Customer success platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 1, 2026 170 companies tracked

RevenueBase identified 170 customer success platforms headquartered in the United States as of September 2026 and tracks 6,340 professional contacts across them, including 2,985 with verified work emails and 2,425 with mobile numbers. San Francisco is the largest hub.

This list covers customer success platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 1, 2026 86% judged on-target in blind review

170Companies

6,340Contacts tracked

2,985Verified emails

2,425Mobile numbers

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The 25 largest customer success platforms based in the United States

Ranked by team size

Top 25 of 170 customer success platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 1, 2026. RevenueBase Smart Search rates how each company's information relates to customer success platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Klaviyo	Indirect evidence	Boston, MA, United States	1,001-5,000	2,859 contacts →
	Indirect evidence “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Source: RevenueBase Database · checked Sep 1, 2026
2	PIANO	Partial evidence	Philadelphia, PA, United States	501-1,000	603 contacts →
	Partial evidence “Piano is the digital analytics and subscription management platform that empowers businesses to understand their audience, orchestrate journeys, and grow revenue.” Source: RevenueBase Database · checked Sep 1, 2026
3	Recharge	Partial evidence	Santa Monica, CA, United States	501-1,000	470 contacts →
	Partial evidence “Recharge is the subscription platform built for the world’s fastest-growing brands.” Source: RevenueBase Database · checked Sep 1, 2026
4	Recurly	Partial evidence	Austin, TX, United States	201-500	368 contacts →
	Partial evidence “Recurly gives big ideas the platform they deserve.” Source: RevenueBase Database · checked Sep 1, 2026
5	Leandata	Partial evidence	Santa Clara, CA, United States	51-200	207 contacts →
	Partial evidence “Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Source: RevenueBase Database · checked Sep 1, 2026
6	ACT	Indirect evidence	Scottsdale, AZ, United States	51-200	170 contacts →
	Indirect evidence “We're with you every step of the way.” Source: RevenueBase Database · checked Sep 1, 2026
7	Churnzero	Partial evidence	Washington, DC, United States	201-500	139 contacts →
	Partial evidence “Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.” Source: RevenueBase Database · checked Sep 1, 2026
8	Paramantra	Partial evidence	Charlestown, MA, United States	51-200	112 contacts →
	Partial evidence “With over 18 years of deep industry expertise, Paramantra has provided enterprise software solutions for those who fulfill the requirements of customers or citizens.” Source: RevenueBase Database · checked Sep 1, 2026
9	Agile CRM By Mantra	Indirect evidence	Dallas, TX, United States	51-200	100 contacts →
	Indirect evidence “Agile CRM is the world’s first fully-integrated sales, marketing, and service suite – an All-in-One CRM for small businesses with full sales, marketing, and service automation…” Source: RevenueBase Database · checked Sep 1, 2026
10	Totango	Strong evidence	New York, NY, United States	51-200	97 contacts →
	Strong evidence “Totango is a Leader in The Forrester Wave™: Customer Success Platforms Report, but it isn’t customer success software.” Source: RevenueBase Database · checked Sep 1, 2026
11	Vitally	Strong evidence	Brooklyn, NY, United States	51-200	90 contacts →
	Strong evidence “Vitally is the Customer Success Platform built for teams who want to get ahead of their accounts instead of reacting to them.” Source: RevenueBase Database · checked Sep 1, 2026
12	Insightly CRM By Unbounce	Partial evidence	San Francisco, CA, United States	51-200	73 contacts →
	Partial evidence “Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Source: RevenueBase Database · checked Sep 1, 2026
13	Teamsupport	Partial evidence	Dallas, TX, United States	51-200	58 contacts →
	Partial evidence “TeamSupport helps B2B companies turn customer interactions into account-level revenue intelligence.” Source: RevenueBase Database · checked Sep 1, 2026
14	ESG Customer Success AS A Service	Indirect evidence	Cincinnati, OH, United States	51-200	55 contacts →
	Indirect evidence “Built by operators, focused on enterprise value.” Source: RevenueBase Database · checked Sep 1, 2026
15	Mkonnekt	Strong evidence	Dallas, TX, United States	11-50	54 contacts →
	Strong evidence “Our mission is to provide a customer engagement platform that helps businesses build stronger connections with their customers.” Source: RevenueBase Database · checked Sep 1, 2026
16	Crmnext	Partial evidence	Raleigh, NC, United States	1,001-5,000	36 contacts →
	Partial evidence “CRMNEXT is a specialist Customer Relationship Management solution.” Source: RevenueBase Database · checked Sep 1, 2026
17	Clientsuccess	Partial evidence	Lehi, UT, United States	11-50	33 contacts →
	Partial evidence “ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base.” Source: RevenueBase Database · checked Sep 1, 2026
18	Awarex	Partial evidence	Boston, MA, United States	11-50	25 contacts →
	Partial evidence “AwareX is the only digital customer engagement solution that enables businesses to build customer loyalty and maximize revenue opportunities - right out of the box.” Source: RevenueBase Database · checked Sep 1, 2026
19	Success4, INC	Strong evidence	Milpitas, CA, United States	11-50	17 contacts →
	Strong evidence “Success4, Inc was founded in 2016 to help recurring revenue (subscription) businesses drive overall customer success using a cost-effective, customizable and easy to use out of…” Source: RevenueBase Database · checked Sep 1, 2026
20	Zapscale	Strong evidence	DE, United States	11-50	15 contacts →
	Strong evidence “ZapScale is the easiest Customer Success Platform for B2B SaaS companies to help them reduce churn, improve retention and increase upsell.” Source: RevenueBase Database · checked Sep 1, 2026
21	Churnkey	Partial evidence	Charleston, SC, United States	11-50	14 contacts →
	Partial evidence “Churnkey is a retention automation platform that reduces churn, facilitates payments, and drives more revenue for companies built on recurring revenue.” Source: RevenueBase Database · checked Sep 1, 2026
22	RINGY	Indirect evidence	Denver, CO, United States	11-50	14 contacts →
	Indirect evidence “A user friendly, reliable, and easy to use CRM that provides the necessary tools to convert your leads into sales.” Source: RevenueBase Database · checked Sep 1, 2026
23	CSM Practice	Partial evidence	Cupertino, CA, United States	11-50	14 contacts →
	Partial evidence “Suboptimal Net Revenue Retention (NRR) rate hinders companies' competitiveness in their market and impedes their growth objectives, limiting their potential for success.” Source: RevenueBase Database · checked Sep 1, 2026
24	LIFT	Strong evidence	Chicago, IL, United States	11-50	13 contacts →
	Strong evidence “LIFT stands at the forefront of the customer success industry as an unrivaled software and consulting firm.” Source: RevenueBase Database · checked Sep 1, 2026
25	proteus.co	Strong evidence	Lincoln, NE, United States	11-50	11 contacts →
	Strong evidence “Proteus partners with businesses to help digitally transform b2b buyer and customer experiences via our industry leading customer engagement SaaS platform ProteusEngage.” Source: RevenueBase Database · checked Sep 1, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: customer success platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names customer success platforms.
Partial evidence: Its own public description names part of customer success platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name customer success platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 170 customer success platforms based in the United States

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Customer success platforms based in the United States at a glance

As of Sep 1, 2026

47.1%Verified-email coverage

38.2%Mobile-number coverage

37.3Average contacts per company

1-10Median size (employees)

13.5%Largest-city concentration · San Francisco

Sep 1, 2026Page data refreshed

Companies by employee count

1-10

108

11-50

51-200

201-500

501-1,000

1,001-5,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among customer success platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “customer success platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names customer success platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among customer success platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,985 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 1, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names customer success platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many customer success platforms are there based in the United States?

RevenueBase identified 170 customer success platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Klaviyo, headquartered in Boston, tops this list with the largest team on record.

Which city has the most customer success platforms?

San Francisco leads with 23 headquartered companies, followed by Boston (11) and Los Angeles (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,985 verified decision-maker contacts tracked across these 170 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 1, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.