Naples, Florida, United States
An all-in-one CRM platform that serves business owners all over the world
- Revenue
- $990K
- Year founded
- 2019
- Team size
- 9
As of August 2026, Latka tracks 187 customer success software companies under $1M in annual revenue. They have combined revenues of $88.4M and employ 1.2K people. They have raised $20.6M and serve 7.5M customers combined.
Every company below sells customer success software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Customer Success Software is a category of tools designed to help businesses manage and enhance their customer journeys. By tracking customer interactions and engagement, these solutions enable organizations to proactively address customer needs, ensuring satisfaction and loyalty. They integrate with Customer Relationship Management (CRM) systems and other business applications, providing insights that help teams identify potential issues and opportunities for improvement. Typically, Customer Success Software includes features such as health scoring, customer onboarding tools, and automated follow-ups, which help teams navigate their interactions with clients effectively. These tools are primarily used by customer success managers, account managers, and support teams across various sectors, focusing on fostering long-term relationships and minimizing customer churn.
Sorting: Highest -> Lowest
Showing 10 of 187 companies ranked by annual revenue.
Naples, Florida, United States
An all-in-one CRM platform that serves business owners all over the world
Charlotte, North Carolina, United States
For independent agents to be relevant and competitive, connecting with and servicing clients digitally is key. A lot of agents struggle to provide the type of experience policyholders have come to expect. At Insurance Agent App, we understand the challenges facing independent agencies in adjusting to digital expectations to stay competitive. That’s why we’ve developed a state-of-the-art mobile app service platform for the independent insurance agent channel – one that builds relationships, facilitates self-service, and keeps agencies at the center of interactions. Insurance Agent App is more than just an app. It’s a mobile strategy for agents and brokers to engage clients where, when, and how they want to engage, as well as a platform to facilitate 24/7 self-service. Our mobile app service platform empowers policyholders by giving them on-demand access to their insurance in the palm of their hand, which reduces your service workload. More than that, Insurance Agent App helps insurance agents and brokers like you achieve greater agency growth by providing engagement tools that generate opportunities for upsell, cross-sell, and rounding. By partnering with Insurance Agent App, you get the technology and support necessary to deliver a great digital experience for increased productivity, competitive positioning, engagement, and retention. Take the first step toward transforming your agency into a digitally forward service agency. Visit our website to learn more.
Kochi, Kerala, India
We believe transforming auto retail starts with creating better experiences. At Oorjit, we’re dedicated to creating seamless, intuitive, and personalized experiences that empower customers to make informed decisions and engage with businesses effortlessly. Through the Oorjit Experience Suite, we are redefining how dealerships and manufacturers engage and interact with their customers both offline and online. Let’s shape the future of auto retail together, one meaningful experience at a time.
Brussels, Brussels Hoofdstedelijk Gewest, Belgium
Penbox transforms scattered emails and documents exchanges into powerful customer workflows and portals that integrate with your existing systems from day one. So your teams and customers can work smarter—together. Our AI-first customer collaboration platform is trusted by more than 300 leading enterprises in Europe.
Denmark
CRM that you will actually use Get more customers, optimize your business and increase your profits – simply. Our mission is to make it simple for you to run your business. At Simply we have a hand picked team of professional individuals. We are all dedicated to develop and provide the most easy-to-use software – which makes your day to day business easier. We all work with great motivation, and with a focus on realising our vision which is to be the most simple and efficient CRM software.
London, England, United Kingdom
It all starts with a small conversation with a customer. BigRadar helps businesses acquire and convert every customer on their radar by making conversations special and simple.
Bath, BATHNES, United Kingdom
DenGro is a CRM built for dental businesses that streamlines the handling of all patient enquiries through automation and integrations whilst providing clear real-time ROI and performance reporting and insights. The result is a dramatically improved patient experience, greater team efficiency and maximised revenue growth.
Menlo Park, California, United States
Client portal software for creative agencies. Billing, intake forms, client requests, files, analytics -- all in one place under your own brand. Used by 1000+ creative agencies.
Timisoara, Timis, Romania
MEMO CRM este singurul sistem de monitorizare a relatiilor cu clientii din Romania care ofera acces la baza de date financiare pentru persoanele juridice la nivel national. Eficienta, rapiditatea si maniera client-friendly in care a fost conceput sunt motivele pentru care clientii nostri apeleaza la MEMO CRM. MEMO CRM inseamna satisfacerea cerintelor clientului.
Almere, Flevoland, Netherlands
At Ofcorz we build software that helps you run your business like never before. We are an all-in-one booking and payment software for you, your team and your customers. Our software will assist you in receiving payments, features an online agenda, includes a built-in CRM system, manages communication with your customers and your team, provides insights into various statistics and trends within your business, and much more. Our product is a combination of pixel-perfect design and world-class engineering, with an incredibly strong focus on simplicity. Our mission is to make your business more successful. The trust bestowed upon us by numerous companies is a responsibility we carry with gratitude and determination. Our pledge extends beyond excellent support; we are unwavering in our commitment to enhance the product continually.
Latka tracks 187 customer success software companies under $1M in annual revenue. Together they generate $88.4M in annual revenue and employ 1.2K people.
PipelinePRO is the largest, with $990K in annual revenue, founded in 2019.
The average customer success software company in this list makes $472.8K a year, across 187 companies with reported revenue. They serve 7.5M customers combined.
Ranked by annual revenue, the leaders are PipelinePRO, Insurance Agent App, Oorjit, Penbox and Simply CRM.
The 187 customer success software companies under $1M in annual revenue tracked here have raised $20.6M in disclosed funding between them.
- The software must provide functionality for tracking customer interactions and health metrics. - It should facilitate proactive communication with customers based on their engagement levels. - Must include features for onboarding and educating customers about the product or service. - The solution should integrate with existing CRM systems to centralize customer data. - Not just for tracking; must also analyze customer behavior to predict future needs.
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