--- title: "CustomerX Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CustomerX Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/216122/CustomerX/" page_type: "product" language: "en" --- # CustomerX Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) CustomerX ## What is CustomerX? CustomerX is the platform to Customer Success, it's the information hub of the entire cycle of your customers. Beyond to be an ecosystem willing to deliver your desired results for the success of your customers. Achieve sustainable growth from the relationship with the customer, having your rocket engine with: Health Score; NPS; Playbooks; Task and customer journey management; Tracking; Various integrations and know-how from several implemented companies. ## What is CustomerX used for? [Customer Success](https://www.capterra.com/customer-success-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CustomerX?[Manage this product listing](https://www.g2.com/products/customerx/claim_requests/new?auto=true) ## CustomerX Overview Updated September 2026 AI summary CustomerX enables organizations of all sizes to manage customer success by combining account management, health scoring, engagement tracking, and analytics in a single platform. With tools for onboarding, NPS, customizable workflows, and multi-channel communication, CustomerX supports retention strategies and integrates with a wide range of third-party business and support applications. Deployment options include cloud and desktop environments. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CustomerX 0.0 VS. [4.9 (135)](https://www.capterra.com/p/190125/Custify/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (135) Value For Money 0.0 (0) Value For Money 4.9 (128) Customer Service 0.0 (0) Customer Service 5.0 (130) ## CustomerX alternatives [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (17)](https://www.capterra.com/p/10025816/Customerscore-io/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about CustomerX Overview ### What company size and specific industries is CustomerX built for? CustomerX is designed for SaaS companies of various sizes, including small businesses, mid-market teams, and enterprise organizations. It suits software vendors that want to reduce churn and manage customer success efforts, making it a fit for subscription-based technology companies focused on customer retention. Features and Usability ### What are the key features of CustomerX? CustomerX offers customer management features like contact management, customer database, and customer history, plus account alerts and account management. It also includes engagement tracking, health score monitoring, NPS of customers, surveys and feedback, real-time notifications, customizable reports, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does CustomerX integrate with? CustomerX integrates with 19 third-party tools, including customer support and chat platforms such as Intercom, Zendesk Suite, Freshdesk, Crisp, and Octadesk. It also connects with CRM and business tools like HubSpot CRM, Pipedrive, RD Station, ContaAzul, and Omie, plus Mixpanel, Vindi, iugu, and Chat for Jira Service Desk. Getting Started and Support ### What training and onboarding options does CustomerX offer? CustomerX provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced demonstrations of key features and setup steps. Getting Started and Support ### What customer support options does CustomerX offer? CustomerX provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. No reviewer feedback is available about support experience, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate multiple ways for users to seek product assistance. ## Features AI summary Based on 687 Customer Success reviews Capterra data shows that buyers of Customer Success software rank the following features as their top priorities: - **Customer Management** (**56%** of reviewers rated this feature as critical) - **Health Score** (**49%**) - **Reporting/Analytics** (**46%**) CustomerX supports all three of the features reviewers value most: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses keep customer records organized, monitor account health proactively, and track performance through data-driven insights, allowing teams to improve retention and make more informed customer success decisions. Account Alerts Informs of any account changes and notifications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Chat/Messaging Communicate using direct chat or messages within the system Churn Management Identify customers at risk of migration and activate strategies to retain them CustomerX 35 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Health Score: Calculate a company, client account or person's health via a scoring system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - NPS of Customers: Calculate NPS of customers - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Crisp](https://www.capterra.com/p/151292/Crisp/)[ Mixpanel](https://www.capterra.com/p/158740/Mixpanel/)[ RD Station](https://www.capterra.com/p/180098/RD-Station/)[ Octadesk](https://www.capterra.com/p/192993/Octadesk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.