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AI tools for customer success managers 18

Spot churn risk, prepare QBRs and keep customers engaged.

Updated October 2026 · pricing checked on each tool’s website

Top pick KrispVerifiedFree plan · from $8/month Noise cancellation and meeting notes #2 HubSpotVerifiedFree CRM platform with Breeze AI agents #3 GongVerifiedContact for pricing Revenue intelligence from customer calls
The AI toolkit for customer success managers4 tools, one for each task, about $45/month. Free starter kit included. See the kit

How customer success managers use AI

The jobs these tools take off your plate.

Support tools

See all
  • HubSpotVerified
    CRM platform with Breeze AI agents
    Free Marketing
  • IntercomVerified
    Customer service platform with the Fin AI agent
    Freemium Support
  • ZendeskVerified
    Help desk with AI agents and copilot
    Freemium Support
  • TidioVerified
    Live chat and Lyro AI agent for small businesses
    Freemium Support

Meetings tools

See all
  • KrispVerified
    Noise cancellation and meeting notes
    Freemium Meetings
  • GongVerified
    Revenue intelligence from customer calls
    Contact for pricing Sales
  • Notion AIVerified
    AI inside your Notion workspace
    Freemium Productivity
  • Otter.aiVerified
    AI meeting notes and transcription
    Freemium Meetings

Data tools

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  • Julius AIVerified
    Chat with your data
    Freemium Data
  • HexVerified
    Collaborative data workspace with AI
    Freemium Data
  • DatarailsVerified
    FP&A platform for Excel users
    Paid Finance

All AI tools for customer success managers

Made for customer success managers first, then the most used tools for their everyday tasks.

  • KrispVerified
    Noise cancellation and meeting notes
    Freemium Meetings
  • HubSpotVerified
    CRM platform with Breeze AI agents
    Free Marketing
  • GongVerified
    Revenue intelligence from customer calls
    Contact for pricing Sales
  • IntercomVerified
    Customer service platform with the Fin AI agent
    Freemium Support
  • ZendeskVerified
    Help desk with AI agents and copilot
    Freemium Support
  • TidioVerified
    Live chat and Lyro AI agent for small businesses
    Freemium Support
  • ChatbaseVerified
    Build a support chatbot from your content
    Free trial Support
  • Notion AIVerified
    AI inside your Notion workspace
    Freemium Productivity
  • Otter.aiVerified
    AI meeting notes and transcription
    Freemium Meetings
  • Fireflies.aiVerified
    AI notetaker for calls
    Freemium Meetings
  • FathomVerified
    Free AI meeting assistant
    Freemium Meetings
  • GranolaVerified
    AI notepad for meetings, without a bot
    Paid Meetings
  • Read AIVerified
    Meeting summaries and work insights
    Freemium Meetings
  • Julius AIVerified
    Chat with your data
    Freemium Data
  • HexVerified
    Collaborative data workspace with AI
    Freemium Data
  • Beautiful.aiVerified
    Slides that design themselves
    Free trial Slides
  • PitchVerified
    Collaborative presentations with AI
    Freemium Slides
  • DatarailsVerified
    FP&A platform for Excel users
    Paid Finance

Popular comparisons

Questions about AI for customer success managers

What is the best AI tool for customer success managers?
It depends on the job. The most used tools for customer success managers on KurateAI right now are Krisp, HubSpot, Gong and Intercom. Start with the task that takes you the most time (for example support, meetings and data) and compare two or three tools side by side.
Are there free AI tools for customer success managers?
Yes. Krisp, HubSpot, Intercom and Zendesk are free or have a free plan. Free plans usually limit usage or features, so check the limits on each tool’s pricing page.
How do customer success managers use AI?
Common uses include: summarise customer calls; spot churn signals; prepare business reviews; write follow-ups. AI handles the first draft or the repetitive part, and the professional reviews and decides.
How should customer success managers choose an AI tool?
Pick one task to improve, try two or three tools with a free plan or trial on real work, and check each tool’s privacy and data-retention terms before uploading client or company information. Tools with the verified badge have had their website, pricing and details checked by our team.
How is this list kept up to date?
Each tool’s website is re-checked regularly for pricing, availability and new features. Tools whose website stops working are removed from the list until they are back.

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