Businesses in 2025 use strong tools to keep customers happy and coming back. The top 11 customer retention management platforms are Loyally.ai, Zendesk, HubSpot CRM, Featurebase, Hotjar, Userpilot, Gong.io, Contentsquare, Mixpanel, Yotpo, and Braze. Studies show that if retention goes up by 5%, profits can go up by 95%. Customers who return spend 67% more than new ones. Loyal clients give 65% of all the money a company makes. Companies use customer retention management platform solutions to save money and make customers happier.
Key Takeaways
Customer retention platforms help businesses keep customers longer. This helps companies make more money and sell more things.
Top platforms like Loyally.ai, Zendesk, and HubSpot CRM have special tools. These tools include loyalty programs, automation, and personal messages. They help customers stay loyal to the business.
Automation and AI are very important. They send offers at the right time. They guess when customers might leave. They make customer experiences feel special and easy.
These platforms work with other business tools. They can grow as the company gets bigger. They fit well with systems the company already uses.
Keeping customers happy is important. It makes people buy again. It helps the business grow stronger in 2025 and after.
Top Customer Retention Management Platforms 2025
Loyally.ai
Loyally.ai is a top customer retention management platform for 2025. It helps businesses build strong relationships with customers. Loyally.ai lets companies create loyalty programs like stamp cards, points cards, memberships, discount cards, cashback cards, coupon cards, multipass cards, and gift cards. Businesses can start these programs fast with templates and a simple dashboard.
The platform has a CRM with analytics to track customer actions and program success.
PUSH notifications keep customers interested on their phones.
Geolocation marketing sends offers to people near the business.
Wallet integration lets customers save loyalty cards on their phones.
Loyally.ai works with tools like Square, Shopify, and Lightspeed, and supports webhooks and APIs for custom setups.
Prices start at $12 per month, so small and medium businesses can afford it.
Many businesses see a 30% rise in customer retention and 25% more sales after six months with Loyally.ai.
Loyally.ai saves time and money by putting many retention tools in one easy platform. Companies can run loyalty programs, send messages, and check results from one dashboard.
Zendesk
Zendesk is well-known customer retention software with strong support features. It helps businesses answer customer questions and make them happy using a ticketing system. Zendesk automates tasks, tracks customer chats, and gives detailed analytics. The platform lets customers contact support by social media, email, SMS, chat, or phone.
Feature | Description | Use Cases |
|---|---|---|
Ticketing System | Turns customer questions into tickets, gives them to agents, tracks status, sets priority, escalates, and collects feedback. | Manage customer questions, set priorities, track issues, and get satisfaction data. |
Automation | Automates ticket routing, follow-ups, escalations, and routine tasks to save agent time. | Speeds up replies, solves issues faster, and improves customer experience with chatbots and reminders. |
Analytics & Reporting | Shows dashboards to track customer chats, agent work, ticket stats, and satisfaction. | Helps teams make smart choices to improve support and watch team performance. |
Multi-Channel Support | Lets customers talk to support by social media, email, SMS, chat, and phone. | Customers can use their favorite way to reach support, making help easier and better. |
Integration Capabilities | Connects with over 1500 apps like FreshBooks, Jira, Zoom, and TypeGenie. | Makes work easier by syncing data, allowing video calls, helping agents reply faster, and linking support with development teams. |
Collaboration | Agents and teams share notes, @mentions, and knowledge. | Helps solve problems faster and share information between teams. |
Knowledgebase | Self-service portal with FAQs, articles, and guides for customers. | Lets customers find answers on their own, so agents can focus on harder problems. |
Zendesk Sell | Sales tool that tracks customer details and buying steps. | Sales teams manage leads, track deals, and work with other teams to close sales. |
Zendesk’s retention tools help teams fix problems fast and keep customers happy.
HubSpot CRM
HubSpot CRM is a top pick for businesses wanting customer retention software with AI and automation. It helps companies make customer experiences personal and improve retention. HubSpot CRM uses AI chatbots and self-service tools to solve problems quickly and lower support tickets. Predictive scoring finds customers who might leave, so businesses can help them early.
Automated journey mapping builds onboarding and engagement steps that change with customer actions.
Advanced reports track retention numbers like NPS, CSAT, and churn reasons in real time.
HubSpot CRM helps businesses lower churn, make customers happier, and raise lifetime value by giving proactive, personal, and scalable customer success plans.
HubSpot CRM’s retention tools help teams give better service and keep customers coming back.
Featurebase
Featurebase is an all-in-one customer retention software for support, feedback, product updates, and help centers. It replaces many tools with a modern inbox and messenger widget. The setup is easy, so businesses can start fast.
Featurebase has a free plan, so companies can try it easily.
Thousands of companies use Featurebase to get feedback, share updates, and build products users like.
Unlike other platforms that only do analytics or NPS, Featurebase mixes support and feedback to lower churn and boost satisfaction.
Featurebase’s retention tools help businesses talk to users, learn from them, and use feedback to keep customers loyal.
Hotjar
Hotjar is customer retention software that shows how users act on websites. It uses heatmaps to show where people look most. Session recordings show mouse moves, clicks, and paths, helping businesses spot problems.
Polls and widgets get user opinions right away, and surveys collect more details.
Funnels show where users leave, so businesses can fix those spots.
Hotjar Highlights let teams save and share key feedback, helping quick decisions.
Slack integration and segmentation help teams analyze and reply fast.
Hotjar’s retention tools help businesses learn why users do things and make changes to keep them happy and loyal.
Userpilot
Userpilot is customer retention software for in-app engagement and onboarding. It helps businesses guide new users with walkthroughs, checklists, and tutorial videos. Gamified onboarding makes learning fun and helps users get started.
Use Case | Description | Outcome / Impact |
|---|---|---|
Step-by-step guides with videos and checklists to teach new users. | More customers start using the product. | |
Gamified Onboarding | Fun onboarding with tours, checklists, and live chat to make learning interactive. | Fewer support tickets; better user engagement. |
In-App Resource Center | Help articles and tutorials inside the app for self-service support. | Less need for support chat; lower churn. |
In-App Feature Announcements | Slideouts tell users about new features with clear messages. | Users learn about features and use them more. |
Userpilot’s retention tools have analytics dashboards, in-app surveys, and resource centers. These help businesses get feedback, track retention, and keep users interested.
Gong.io
Gong.io uses AI to help customer retention by studying calls and emails. The platform records and sorts these chats, so teams see the whole customer journey. Gong’s AI finds early signs of churn and less engagement, so teams can act fast.
Gong automates risk checks and suggests what to do next, helping teams keep renewals and lower churn. The platform also helps with coaching and teamwork between sales and customer success. Many businesses use Gong to watch onboarding, renewal talks, and client plans, which raises retention.
Gong.io’s retention tools help companies make smart choices and build long-lasting customer relationships.
Contentsquare
Contentsquare is customer retention software that gives real-time analytics and visual insights into user actions. The platform gets data instantly and uses heatmaps and session replays to show how users use products.
Journey analysis shows the exact steps users take, helping businesses copy journeys that bring long-term value.
Retention analysis finds actions linked to keeping customers.
Surveys and feedback tools turn user opinions into changes.
Experience monitoring finds and fixes problems that could cause churn.
AI, smart capture, and integrations make data collection better and more flexible.
Contentsquare’s retention tools help businesses make onboarding smoother, lower problems, and give steady value to customers.
Mixpanel
Mixpanel is top customer retention software for studying user actions and improving retention. The platform tracks events, does cohort analysis, and groups users by behavior. Businesses see where users leave and spot early signs of long-term retention.
Cohort analysis groups users with similar traits to make experiences personal and boost engagement.
Behavioral segmentation helps find at-risk customers and measure new feature impact.
Real-time insights help teams make quick, retention-focused choices.
Special apps like Signal, Impact, and Experiments help with A/B testing and feature changes.
Mixpanel compares retention rates with industry standards to make strategies better.
Mixpanel’s retention tools help companies lower churn and raise customer lifetime value.
Yotpo
Yotpo is customer retention software that mixes visual marketing, reviews, and loyalty programs. The platform collects and shows user photos and videos, which gets more engagement. Yotpo’s loyalty and referral programs reward customers for buying, referring, and reviewing, turning buyers into brand fans.
Yotpo connects review data with email, SMS, and social media marketing. Its loyalty program has VIP levels and runs referral campaigns. Automated review requests and custom forms get feedback, including photos and videos. AI helps with review replies and support, helping brands build strong communities.
Yotpo’s retention tools make personal campaigns that keep customers interested and loyal.
Braze
Braze is a customer retention management platform that is great for personal engagement. It uses zero-party and first-party data to make one-to-one experiences. Braze supports SMS, email, push, in-app, and browser messaging, all managed with its Canvas tool.
Aspect | Description | Supporting Example/Outcome |
|---|---|---|
Data Utilization | Uses zero-party and first-party data for personal experiences | HBO Max LATAM saw 15% more engagement and less churn with in-app surveys |
Cross-Channel Messaging | Sends SMS, email, push, in-app, and browser messages | Brands reach customers everywhere, improving retention |
Predictive Analytics | Machine learning predicts churn and gives risk scores | Lets teams help at-risk users early |
Personalization Features | AI gives recommendations, real-time content, and journey planning | Campaigns change with user actions and likes |
Testing Tools | A/B and multivariate testing to make campaigns better | Finds what works best to improve retention |
Real-World Case Studies | Shows real improvements in engagement and retention | PureGym, Bloom & Wild, and KFC India kept more customers with personal campaigns |
Braze’s retention tools help brands send timely, relevant messages that boost engagement and loyalty.
What Is a Customer Retention Management Platform?
Definition
A customer retention management platform is software that helps companies keep customers longer. Businesses use these platforms to learn why customers stay or leave. CustomerGauge says customer retention management is a planned way to keep customers and raise retention rates. This helps companies make more money. Podium says these platforms study how customers act and what they like. The platform finds customers who might leave and uses plans to keep them. Companies use these tools to look at data like what people buy and what feedback they give. This helps make special offers and messages for each customer. Qualtrics says customer retention management means taking care of current customers so they stay loyal and spend more. In business-to-business, teams work closely with clients. In business-to-consumer, companies use special offers and clear messages to keep customers and stop them from leaving.
A customer retention management platform helps companies build better relationships with customers. This leads to happier customers and more repeat sales.
Core Functions
Customer retention management platforms have many main jobs. They help companies stop customers from leaving and help customers stay longer. These platforms send emails and do tasks automatically based on what customers do. They work with CRM systems to keep all customer data in one place. Companies use these platforms to spot customers who may leave by looking at what they buy and how they act. Loyalty program tools and customer groups help customers stay longer. Email, live chat, and in-app messages make talking to customers easy. Analytics show how well companies keep customers and how campaigns work. Using data helps companies make better choices for marketing, sales, and service.
Key functions include:
Sending messages and running special campaigns automatically
Running loyalty programs and rewards
Watching what customers do and finding those who may leave
Giving each customer a special experience to make them happy
Getting and studying customer feedback
Working with CRM systems to keep data together
Showing real-time analytics and insights
Helping with messages on many channels and customer groups
These features help companies build strong customer relationships and grow over time.
Why Customer Retention Matters in 2025
Business Impact
Keeping customers is very important for business growth in 2025. Companies notice that repeat customers spend much more than new ones. This makes customer retention a key way to measure success. Businesses with good customer success programs see big increases in Net Revenue Retention. This shows how keeping customers happy really matters. If companies raise their retention rate by just 5%, profits can go up a lot. Profits might rise between 25% and 95%. This happens because it costs less to keep customers than to find new ones. Keeping a customer is much cheaper than getting a new one.
Customer success teams now help bring in money. They work on renewals and find new leads. They use AI to get better results. Metrics like Customer Lifetime Value and purchase frequency help companies focus on their best customers. A retention rate over 75% means the company has good onboarding and trust. In SaaS and B2B, top companies try for 85-90%. Retail and ecommerce often see 60-70%. High retention rates mean steady money, loyal customers, and less churn.
Companies that work on retention get more repeat sales, higher profits, and better customer relationships.
Key Trends
Experts see many trends shaping customer retention in 2025:
Hyper-personalization makes the customer journey better and suggests next steps.
Voice of the Customer programs grow, using AI to get feedback fast.
Automation and AI give support all day and make service better.
Omnichannel experiences let customers get help on any platform.
Data privacy is more important, with clear rules and honesty.
Predictive analytics guess what customers will do and help stop churn.
Sustainability matches what customers care about with eco-friendly products.
Employee experience affects how happy customers are and the quality of service.
Emotional loyalty is also very important. Customers with strong feelings for a brand pick it most of the time. Gamification, special rewards, and AI-powered offers keep people interested. Programs with levels and personal deals help raise retention and bring customers back.
Best Customer Retention Software Features
Automation
Customer retention software uses automation to help businesses keep customers. Automation has tools like lifecycle management and customer segmentation. Predictive risk alerts warn teams before customers leave. Automated messages send follow-ups, offers, and reminders at the right time. Workflows start on special days like renewals or birthdays. AI gives product or service suggestions based on what customers like. Automation starts campaigns when customers do certain things. Engagement scoring helps teams find customers who might leave.
Automation Feature | Description |
|---|---|
Automated Communications | Sends follow-ups, offers, and reminders on time. |
Triggered Workflows | Talks to customers on renewals and birthdays to keep them. |
AI-driven Recommendations | Suggests new products and ways to keep customers interested. |
Behavior-driven Automation | Starts campaigns when customers do something special. |
Engagement Scoring | Finds customers who may leave so teams can help. |
Advanced Automation | Handles simple questions and tickets to help support teams. |
Personalization
Personalization helps businesses make customers feel special. Companies use AI to study what customers do and give them unique experiences. Special campaigns make people buy again and tell friends. Big platforms like Slack, Amazon, and Netflix use AI to keep customers interested. Customers like getting offers and messages that fit their interests. Most leaders think personalization is important to win in business. If companies do not personalize, customers may leave. Using data safely is important because customers want privacy.
Personalized messages make people buy again 78% more often.
AI suggestions help stop customers from leaving and make them happier.
Personalization turns one-time buyers into loyal fans.
Analytics
Analytics help businesses see how well customer retention software works. Predictive analytics and machine learning guess which customers may leave. Sentiment analysis and Natural Language Processing help companies understand feedback. Real-time analytics show how loyalty programs and engagement are doing. Segmentation lets businesses target groups by behavior and age. Connecting CRM and marketing tools gives a full view of each customer. Important metrics like churn prediction and ROI help teams see success.
Predictive analytics show which customers may leave soon.
Dashboards show how loyalty programs are working right now.
Segmentation helps make plans for different customer groups.
Integration
Integration connects customer retention software with other systems. Businesses link CRM and marketing tools to make work easier. Omnichannel integration lets customers talk by email, chat, or social media. Automating tasks like sending invoices and emails saves time. Real-time reports help teams decide quickly. Integration makes the customer journey smooth from start to finish.
Tip: Plan integration steps carefully. Make changes slowly and check how things work to keep systems running well.
Scalability
Scalability means customer retention software can grow with the business. Top platforms handle more customers and data as companies get bigger. Flexible features let businesses add new tools or change how they use them. Multi-channel support and AI automation help teams manage growth. Platforms like Zoho CRM Plus and Kustomer offer messaging, analytics, and feedback for big teams. Automation and personalization help send messages to more people. CRM integration tracks churn, renewals, and customer health in one place. Analytics and reports help teams make smart choices.
Scalable platforms help teams collect feedback and onboard new users.
Multi-channel messages reach customers wherever they are.
Businesses can change features and usage as they grow.
Platform Reviews and Comparisons
Loyally.ai Overview
Loyally.ai is a tool that helps keep customers coming back. It lets businesses make eight kinds of digital loyalty cards. These include stamp, points, membership, discount, cashback, coupon, multipass, and gift cards. The CRM helps keep track of customer data and groups people for special offers. Push notifications remind customers about deals and rewards. Geolocation marketing and sharing with friends help get more customers. Loyally.ai gives out rewards automatically and shows how well programs work. It connects with POS, online stores, and mobile wallets, so setup is simple. The price starts at $12 each month, so small businesses can use it. People like that it is easy to use and quick to set up. Many companies say they keep more customers and get more referrals after using Loyally.ai.
Loyally.ai makes it easy for businesses to give rewards fast, track results, and talk to customers.
Aspect | Pros | Cons |
|---|---|---|
Rewards are sent fast, tracking is simple, and scheduling is easy | Needs some setup and training first | |
Communication | Updates are quick, and talking with customers is better | Teams must work together to use it well |
Quality | Loyalty goes up, access is better, and delays are less | Big brands may find it hard to manage |
Security | Customer info is kept safe | N/A |
Zendesk Overview
Zendesk is a top tool for keeping customers with its ticketing and many ways to talk. It has smart ticketing, chatbots, and over 1,500 ways to connect with other tools. Zendesk lets you change how things work and helps teams work together. The price starts at $89 per agent each month for the Suite Growth plan. Some important things, like advanced analytics and AI bots, cost extra or are in higher plans. The dashboard helps teams see all customer messages in one place. Zendesk has strong automation, but setting it up can be hard and may need special staff. It works best for big companies that need lots of support and reports.
HubSpot CRM Overview
HubSpot CRM puts all customer info in one place for everyone to see. Sales, marketing, and service teams can use the latest data to help customers. HubSpot fills in data by itself, so there are fewer mistakes and it saves time. It lets businesses group customers by what they do and send special offers. Automatic emails say thank you, remind people, and bring them back. Feedback and NPS tools show how happy customers are and help fix problems. HubSpot CRM is good for companies that want everything in one tool to keep customers.
Featurebase Overview
Featurebase puts support, feedback, and updates together in one place. It takes the place of many tools with a new inbox and chat widget. Companies can ask for feedback, share news, and make products people like. Featurebase has a free plan, so it is easy to try. It is good for companies that want to keep more customers by listening and making changes.
Hotjar Overview
Hotjar gives tools to see and understand what people do on websites. Heatmaps and recordings show where users click and move. Polls and surveys ask what people think right away. Funnels show where users leave, so businesses can fix those spots. Hotjar works with Slack and lets teams look at different groups for better study. It is good for companies that want to know how users act and make websites better to keep customers.
Userpilot Overview
Userpilot helps new users learn how to use apps and stay interested. Walkthroughs, checklists, and fun onboarding help people get started. In-app help centers and news keep users updated. Dashboards and surveys show how many people stay and how happy they are. Userpilot is best for SaaS companies that want to help new users and stop them from leaving.
Gong.io Overview
Gong.io uses AI to look at calls and emails to learn about customers. It finds early signs that a customer might leave and tells teams what to do. It checks for risks and helps teams get better at keeping customers. Gong.io is good for companies that use sales and customer teams to handle tough relationships and want to use data to keep clients.
Contentsquare Overview
Contentsquare gives real-time data and pictures to show what users do. Heatmaps, replays, and journey maps help companies see how people use products. Retention and feedback tools turn what they learn into action. Contentsquare is good for companies that want to make digital experiences better and keep more customers by using data.
Mixpanel Overview
Mixpanel watches what users do and groups them to help keep them. It sorts users by actions and checks how new features work. Real-time data and testing tools help teams decide fast. Mixpanel is great for product and marketing teams that want to lower churn and make customers stay longer.
Yotpo Overview
Yotpo mixes pictures, reviews, and loyalty programs to keep customers. It collects photos and videos from users to get more people involved. Loyalty and referral programs give rewards for buying and reviewing. Yotpo works with email, SMS, and social media. It is best for online stores that want to turn buyers into loyal fans with fun tools.
Braze Overview
Braze is great at sending personal messages using data. It supports SMS, email, push, in-app, and browser messages. AI and smart tools suggest ways to stop customers from leaving. The Canvas tool helps run campaigns on many channels. Braze is good for brands that want to send the right message at the right time and keep more customers.
Choosing the Right Customer Retention Management Platform
Business Size and Industry
Picking customer retention software depends on how big the business is and what it does. Small businesses want simple tools that are easy to set up. Big companies need more features and help for lots of users. Retailers like loyalty programs and fast rewards. Service providers want tools that watch customer journeys and collect feedback. Companies should look at their current plans and make clear goals to get better. Mapping out customer paths helps find problems and places to grow.
Tip: Businesses should watch how customers use their services and talk to them often to find problems early.
Feature Requirements
Companies need to know what they want before picking a platform. Important features are customer segmentation, churn risk alerts, and journey analytics. Automation makes things easier and saves time. Account health tools show how customers use the service and warn about risks. Personalization tools give good suggestions and help keep customers loyal. Gamification and loyalty programs make people come back. Businesses should pick features that fit their needs and help their retention plans.
Key Considerations | |
|---|---|
Integration Capabilities | Works with systems like POS, CRM, and payment processors |
Feature Needs | Has features that match what the business wants |
Technical Requirements | Handles data, grows with the business, and is not too hard to set up |
Customer Experience | Easy to join and use, with few problems |
Financial Considerations | Costs to set up, price plans, and total cost |
ROI and Time to Results | How much profit goes up and how fast it happens |
Support and Scalability | Has help when needed and can grow with the business |
Budget and ROI
Budget is important when picking a platform. Companies should look at price plans, like per user or per location. Clear prices help avoid surprise fees. Businesses must guess the total cost and how much profit will go up. Many platforms show results in three months, especially if they work with payment systems. Setting clear goals for churn, repeat buys, and upsells helps track ROI.
Integration Needs
Integration helps everything work together. Companies should check if the platform works with POS, CRM, and marketing tools. Good data management and real-time personalization help keep customer profiles together. Free trials let teams test the platform and get feedback. Teams from different parts of the company help with integration and retention. Checking often makes sure integrations keep working well.
Scalability
Scalability helps businesses grow in the future. Customer retention software must handle more data and users as the company gets bigger. Flexible features let businesses add new tools when needed. Automation and support for many channels help with more customers. Platforms with good help and easy upgrades grow with the company. Checking often makes sure the platform still fits the business.
Putting money into a customer retention management platform helps businesses grow for a long time. Companies spend less, make more money from each customer, and have a better brand name. Loyal customers come back often, tell friends, and do not switch to other brands. Loyally.ai is special because it lets you make digital loyalty cards your way. It has a CRM, sends lots of PUSH notifications, and uses geolocation marketing. You get strong analytics, easy referral sharing, and wallet integration. These tools help businesses keep customers and earn more.
Want to make your customer loyalty better? Try Loyally.ai today!
FAQ
What is a customer retention management platform?
A customer retention management platform helps businesses keep customers for longer. It watches what customers do and sends them special messages. It also gives rewards to people who come back. Companies use these tools to get more repeat sales and make better relationships.
How does Loyally.ai help businesses improve customer retention?
Loyally.ai gives digital loyalty cards, a built-in CRM, and unlimited PUSH notifications. Businesses can send deals, see when customers visit, and give rewards to loyal people. These tools help companies get more repeat visits and sell more.
Can Loyally.ai integrate with other business tools?
Yes, Loyally.ai works with POS systems like Square, Shopify, and Lightspeed. It also supports webhooks, APIs, and links to messaging apps. This makes it easy for most businesses to set up and use every day.
What types of loyalty programs can businesses create with Loyally.ai?
Businesses can make stamp cards, points programs, memberships, discounts, cashback, coupons, multipass, and gift cards. Loyally.ai has ready-made templates for each one, so companies can start fast and change programs to fit what they need.
Is Loyally.ai suitable for small businesses?
Loyally.ai is good for small businesses. The platform has low-cost plans, simple setup, and easy-to-use tools. Many small companies use Loyally.ai to get new customers and keep regular ones coming back.
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