10 Best Tools for Managing Customer Retention This Year

Compare the top customer retention management software for 2025. Find tools with automation, analytics, and CRM to increase loyalty and reduce churn.
10 Best Tools for Managing Customer Retention This Year

You want to keep more customers and make them loyal in 2025. Check out these 10 customer retention management software tools: Loyally.ai, Zendesk, HubSpot CRM, Featurebase, Hotjar, Userpilot, Salesforce, ChurnZero, Gainsight, and Mixpanel. Each tool has special features to help you keep customers interested and coming back. Digital tools are now the best way to do this. Companies using these platforms can keep up to 89% of their customers. The loyalty management market is growing fast. Businesses now spend more on keeping customers than getting new ones. Modern tools help you put all your data together, give rewards that fit each customer, and automate how you talk to them. This makes it easier than ever to build customer loyalty.

Key Takeaways

  • Customer retention software helps companies keep their customers. It tracks what customers do. It sends special rewards to customers. It also sends messages automatically.

  • Tools like Loyally.ai can help people buy again. They can help customers visit more often. They can help businesses make more money. These tools make loyalty programs simple. They are not expensive. They work well.

  • Important features to look for are system integration. Automation of messages and rewards is also important. You should look for detailed analytics. The software should grow with your business.

  • Giving special offers helps build customer loyalty. Loyalty programs also help. Good support is important. Listening to customer feedback helps too. Referral programs are a good idea.

  • Picking the best software means knowing what you need. You should check if it works with your other tools. Look at automation choices. Make sure you understand the price. Choose tools that help you keep customers.

Customer Retention Management Software

Customer Retention Management Software
Image Source: pexels

What Is Customer Retention Management?

Customer retention management software helps you keep customers coming back. This software tracks how people use your business. It uses digital loyalty cards, sends messages, and groups customers. You can see who visits a lot, who needs a deal, and who might leave. With this software, you can send rewards, discounts, and news to your customers’ phones.

Loyally.ai is a top digital loyalty platform. You can make loyalty cards, handle customer data, and send many PUSH notifications. The CRM system lets you group your audience and send them the right deals. Loyally.ai also uses geolocation marketing, so you can reach people near your store.

Note: Most customer retention management software now uses cloud and AI. This helps you grow your programs and make each customer’s experience special.

Here is a table that shows the global market size and growth for customer retention management software:

Metric

Value

Market size in 2023

USD 13.7 billion

Projected market size in 2032

USD 50.4 billion

Compound Annual Growth Rate

15.80% (2024–2032)

Largest regional market

North America

Fastest growing region

Asia Pacific

Why Is Customer Retention Important?

Customer retention is very important for business growth. When you use retention software, you build strong bonds with customers. You spend less money finding new people and more time keeping your current ones. Studies show that using customer retention management software can improve retention rates by 27% and boost sales by 29%.

Retention software gives you tools to make offers personal, track feedback, and guess who might leave. Features like automated marketing, analytics, and loyalty programs help keep customers happy. Here are some common features you will find in customer retention software:

  • Customer segmentation

  • Predictive analytics

  • Personalized engagement

  • Automated marketing tools

  • Analytics and reporting

  • Loyalty programs

  • Churn prediction

  • Integration capabilities

Bar chart showing most common features in customer retention management software

You can see that moving from paper punch cards to digital loyalty platforms like Loyally.ai makes rewards easier to manage. Digital retention software lets you automate work, track results, and make customer experience better. This helps your business grow faster and beat the competition.

Top Customer Retention Software for 2025

Loyally.ai

Loyally.ai helps you manage customer loyalty in many ways. It gives you eight digital loyalty card types, like stamp and gift cards. You can set up these cards fast and make them match your brand. The CRM lets you split your audience and send special deals. You can send as many push notifications as you want. Geolocation marketing helps you reach people at the best time. Loyally.ai works with mobile wallets, so rewards are always with your customers. You do not need to buy extra hardware or use paper cards. This saves your business money. The price starts at $12 each month, so most businesses can afford it.

If you improve customer retention by 5%, your profits can go up by 95%. Businesses using Loyally.ai see 25% more repeat buys and 20% more visits in six months. Loyal customers spend up to ten times more over time. Referral sharing and analytics help you get more customers and make your loyalty programs better.

Feature / Pricing Aspect

Loyally.ai

Other Customer Retention Tools

Digital Loyalty Card Types

8 types (stamp, cashback, gift, etc.)

Fewer types or not specified

Messaging

Unlimited push notifications, geo-location messages

May have limits or different channels

CRM Integration

Built-in CRM for segmentation and targeted offers

Dynamic segmentation, predictive modeling

Physical Infrastructure

No physical cards or hardware needed

May require hardware or physical cards

Pricing Model

Starts at $12/month, cost savings via digital solutions

$49-$499+/month

Unique Value Proposition

All-in-one digital loyalty, unlimited messaging, CRM, no hardware

Gamification, predictive LTV, e-commerce focus

Bar chart showing percentage improvements in customer retention metrics for businesses using Loyally.ai

Zendesk

Zendesk is a customer retention software with a strong ticketing system. It helps you handle support requests from chat, email, and phone. Zendesk has tools to track customer retention and satisfaction. You can connect Zendesk with Salesforce, Slack, Shopify, and more. Zendesk is good for businesses that need customer service that can grow. The setup can be hard, but the support and automation are helpful for loyalty.

Companies using Zendesk have three times more loyalty program members coming back for another buy. They also see a 68% rise in customer spending. Shopify and AirAsia made customers happier and kept more of them by using Zendesk’s support and automation.

Feature

Zendesk Highlights

Competitor Highlights

Ticketing System

Comprehensive and robust ticketing system

Freshdesk: AI automation; HubSpot: ticket automation with CRM; Salesforce: customizable workflows

Automation

Advanced automation, technical setup

Freshdesk: workflow automations; Intercom: intelligent automation; Zoho Desk: AI-driven assistance

Multi-Channel Support

Omnichannel (chat, email, phone)

Freshdesk: omnichannel; Intercom: chat, email, bots; LiveChat: live chat only

Analytics & Reporting

Detailed analytics and reporting

Freshdesk: detailed reporting; Salesforce: AI analytics; Intercom: advanced analytics

Integration

Extensive integrations

Competitors: more limited or focused integrations

Ease of Use

Robust, can be complex for small businesses

Freshdesk, HubSpot: affordability and ease of use

Market Presence

Leading organic traffic and keyword strategy

Competitors: lower traffic and visibility

HubSpot CRM

HubSpot CRM makes it easy to manage customer retention. You can keep all customer info in one place and track every contact. The platform lets you send reminders and follow up with customers who are not active. Reporting tools help you see how well you keep customers and make your plans better. HubSpot CRM is free to start, so small businesses can use it. You can change workflows and use AI to automate tasks and cut mistakes. It is easy to use and can grow with your company.

Zendesk got 25% more customer satisfaction and 30% less churn after using HubSpot CRM.

Company

CRM System Used

Customer Retention Results

Zendesk

HubSpot CRM

25% increase in satisfaction, 30% reduction in churn

Dropbox

Salesforce

30% increase in sales revenue, 50% reduction in sales cycle

Featurebase

Featurebase helps you build loyalty by listening to feedback. You can collect ideas, fix problems, and tell users about updates. In-app popups and feedback loops keep customers interested and informed. Featurebase tells users when their feedback is used, which builds trust. Acting on feedback helps you keep more customers and lower churn. Featurebase is good for businesses that want customers to help shape products and become fans.

  • Using customer feedback with Featurebase builds trust and keeps customers longer.

  • In-app messages and being open make customers happier and more loyal.

  • Customers who feel heard are more likely to stay and tell others about your brand.

Hotjar

Hotjar is a customer retention software that focuses on analytics and feedback. You can use heatmaps and session recordings to see how people use your site. Feedback widgets and surveys let you ask customers what they think. Hotjar Engage lets you talk to users for deeper feedback. The dashboard shows how customers feel and helps you know what to fix first. You can connect Hotjar with Slack and Google Optimize to share what you learn. Hotjar helps you find where users leave and fix those problems.

Hussle, a UK gym pass company, lowered churn by using Hotjar’s surveys to learn why users left. They changed their product based on feedback and kept more customers.

Tool Category

Tool Name

Description and Role in Customer Retention Strategy

Observe Tools

Heatmaps

Visualize user interactions to optimize experience.

Session Recordings

Playback user journeys to detect friction points.

Ask Tools

Feedback Widgets

Collect direct customer insights for improvement.

Surveys

Capture customer voice for targeted feedback.

Engage Tools

Hotjar Engage

Interview users for qualitative insights.

Additional

Funnels

Identify drop-off points and optimize conversion paths.

Features

Dashboard

Visualize and share feedback trends for informed decisions.

Highlights

Curate key feedback snippets for cross-team collaboration.

Integrations

Slack, Google Optimize

Enhance data analysis and actionability.

Userpilot

Userpilot lets you make user experiences personal with no-code tools. You can add tooltips, banners, and guides to help users. Analytics dashboards show you how many users stay and use your product. You can make in-app surveys and resource centers for help. Userpilot automates onboarding and upsell messages based on what users do. It connects with analytics and CRM tools to make things more personal. Userpilot is great for SaaS companies that want to keep and engage customers.

Company Type

Month-1 Retention Rate

Average SaaS Companies

46.9%

Product-Led Growth

48.4%

Sales-Led Growth

39.1%

Userpilot’s results are as good as or better than most companies, helping you keep more customers.

Salesforce

Salesforce is a top customer retention software for big companies. You can keep all customer data in one place with Customer 360. AI helps you make messages and offers personal. The platform finds customers who are not active and sends them special campaigns. Service Cloud gives support on many channels, and Loyalty Management helps you reward repeat buyers. Predictive analytics show you which customers might leave, so you can act fast. Salesforce’s tools help you talk to customers and keep them coming back.

Bar chart showing Salesforce impact metrics on customer loyalty

Customer Retention Functionality

Description & Impact

Centralized Customer Data (Customer 360)

Centralizes data, improves productivity and accuracy.

Personalized Interactions (Einstein GPT & Marketing Cloud)

AI tailors marketing content and recommendations.

Identify & Re-engage Inactive Customers

Segments and targets inactive users for engagement.

Enhanced Customer Service (Service Cloud)

360-degree views and self-service options for faster support.

Omnichannel Engagement

Consistent interaction across channels, improves retention rates.

Loyalty Program Management

Designs and manages programs to incentivize repeat business.

ChurnZero

ChurnZero is a customer retention software for bigger businesses. You can see customer health scores in real time and automate success tasks. The platform gives in-app messages, guides, and surveys to keep users engaged. The Command Center puts alerts and renewals in one place, making management easier. ChurnZero uses predictive analytics to spot customers who might leave and helps you keep them. Companies using ChurnZero see less churn and work more efficiently.

  1. Real-time health scores help you spot at-risk customers early.

  2. Automated playbooks make customer success tasks easier to manage.

  3. In-app guides and surveys help users learn and use your product.

  4. A central dashboard helps managers work faster.

  5. Customer journeys show each step and warn if accounts stall.

Gainsight

Gainsight helps you keep customers with health scores and feedback tools. You can bring together data from product use and support tickets to see how healthy each customer is. Alerts tell you if customers use your product less or give low survey scores. Gainsight gives you playbooks to fix problems and checks customer feelings with NPS surveys. The platform lets you make custom plans to keep customers and lower churn.

Metric

Gainsight Clients

Non-Gainsight Clients

Net Revenue Retention (NRR)

117%

107%

Revenue CAGR

40%

32%

Annualized Share Price Growth

~45%

30%

Gainsight’s health score system helps you keep more customers and grow your business.

Mixpanel

Mixpanel is a customer retention software that focuses on analytics and engagement. You can track the whole user journey and see where users leave. Cohort analytics group users with similar traits, so you can make experiences personal. Funnel and path analysis show user journeys and where they get stuck. Behavioral segmentation finds customers who might leave so you can reach out. Mixpanel works with Segment and APIs to manage data. It does not have built-in engagement tools, so you may need other tools for feedback.

  • Mixpanel got a 56% product tour completion rate using Chameleon, compared to 10% with another tool.

  • Users who used Chameleon Experiences had a 4% higher customer retention over a year.

  • Net Promoter Score tripled in 16 months, showing happier customers.

Key Features of Client Retention Tools

Integration

Integration is very important when picking client retention tools. You want your software to work with things you already use, like POS, CRM, and social media. This helps you keep all your client data together. Many retention tools have API support and work well with other systems. Loyally.ai connects with Shopify, Square, and Lightspeed. You can also use wallet integration. This lets customers keep digital loyalty cards in Apple Wallet or Google Wallet. They do not need extra apps. Rewards are easy for customers to find.

Automation

Automation helps you save time and work faster. You can set up messages, workflows, and rewards to send by themselves. Good automation in retention software can make people buy more often. Loyally.ai lets you send PUSH notifications, SMS, and emails automatically. You can send offers when customers are close to your store with geolocation marketing. Automation helps you talk to the right people at the best time. This makes your loyalty programs work better.

Analytics

Analytics are important for making your retention software work well. You need dashboards, ways to group customers, and tools to see who might leave. Most retention tools give you analytics and reports. Loyally.ai shows you detailed analytics about how your program is doing. You can see which offers are best and change your plan if needed. Analytics help you know what keeps clients coming back.

Scalability

Scalability means your retention tools can grow with your business. You want software that works for more stores, users, and campaigns as you get bigger. Many retention tools let you pick plans and change things as you grow. Loyally.ai has good prices and works for any size business. You can start with one store and add more as you need.

Loyally.ai Benefits

Loyally.ai is special among client retention tools. You can make loyalty programs that fit your brand. The built-in CRM keeps customer info organized and splits your audience into groups. You can send as many PUSH notifications as you want and use geolocation marketing. Digital loyalty cards work with mobile wallets, so rewards are always with your customers. The referral tool helps loyal clients tell others about your business. With analytics, you can watch and improve how your retention software works. Loyally.ai makes loyalty simple, low-cost, and helpful for your business.

Choosing Customer Retention Management Software

Assess Needs

First, set clear goals for your customer retention plan. Think about what you want to fix or improve. Do you want fewer customers to leave? Do you want people to come back and buy again? Map out the steps your customers take. Find the most important moments in their journey. When you know your goals, you can pick the right software for your business.

Integration Options

Pick customer retention software that connects with your current tools. Make sure it works with your CRM, POS, and email systems. Good integration keeps all your data together. Loyally.ai lets you use wallet integration. It also connects with Shopify, Square, and Lightspeed. This makes setup easy and saves you time.

Automation Capabilities

Automation helps you reach customers at the best time. Choose software that sends messages and rewards by itself. Look for features like automated PUSH notifications, SMS, and email. Loyally.ai gives you unlimited automated messages and geolocation marketing. Automation keeps your customers interested and loyal.

Analytics Tools

Analytics help you see what is working and what is not. Choose software with dashboards and real-time reports. You can track how customers engage and which offers are best. You can also spot customers who might leave. Loyally.ai gives you detailed analytics. This helps you change your plan and grow your business.

Pricing

Look at different pricing plans and total costs. Watch out for extra fees like training or support. Loyally.ai has flexible plans that start at $12 each month. You get unlimited cards, messaging, and CRM features. Support and a help center make it easy to start and fix problems.

Tip: Write down the features you need before picking a tool. This helps you choose the best one for your business and budget.

Plan Name

Monthly Price

Key Features

Essential

$12

Unlimited cards, PUSH, CRM, analytics

Growth

$24

Multi-location, auto-PUSH, referrals

Premium

$78

API, branding, integrations

Retention Strategies

Retention Strategies
Image Source: pexels

Personalization

You can keep more customers by making each interaction personal. Tools like Loyally.ai help you send special offers and messages. These are based on what each customer likes. People want to feel important. More than 60% of shoppers stay loyal to brands that care. Personalization makes customers happier and helps them remember your business. You can use CRM data to split your audience into groups. Then you give rewards that match each person. Talking to customers in a personal way builds trust and loyalty.

Loyalty Programs

Loyalty programs are a great way to keep customers. You give points, discounts, or special perks to people who buy again. Digital loyalty cards from Loyally.ai help you start programs fast. Studies show 85% of shoppers keep buying from brands with loyalty programs. Members spend more money and visit more often. Paid loyalty programs can make people spend 60% more. You can use analytics to see how engaged and happy customers are. Loyalty programs also help you stop people from leaving and grow your yearly sales.

Tip: Start a digital loyalty program with cards you can change. This will help you keep more customers and make them loyal.

Proactive Support

Proactive support means you fix problems before they get big. You can use automatic messages and real-time alerts to help customers. Loyally.ai lets you send as many PUSH notifications and SMS as you want. Fast and helpful support makes customers happier and more loyal. CRM tools help you track problems and check in with customers. Proactive support is very important for keeping customers.

Feedback

Getting feedback from customers helps you get better and keep them. You should ask for feedback with surveys, reviews, and messages. Loyally.ai has feedback tools built in so you can listen to customers. When you use feedback, it shows you care and want to improve. Businesses that use feedback have happier customers and more repeat buyers. You can use what you learn to make your products and services better.

Feedback Method

Benefit

Surveys

Find out what bothers customers

Reviews

Build trust and show you are real

Direct Messaging

Fix problems fast

Referral Programs

Referral programs get happy customers to bring in new people. You can give rewards to customers who share your program with friends. Loyally.ai makes sharing easy with its referral feature. Giving rewards for referrals gets more people involved and grows your customer list. Customers who refer others feel special and stay longer. Referral programs are a proven way to keep customers and help them succeed.

Celebrate when customers do well and reward referrals. This will help you keep more customers.

You want to keep more customers and make them happy. Loyally.ai lets you create digital loyalty programs that you can change. It has a built-in CRM and sends unlimited PUSH notifications. Geolocation marketing helps you reach people near your store. You can check customer retention with analytics. Referral sharing lets customers tell friends about your business. Wallet integration makes rewards easy to use. These features help you keep customers and grow your business. Are you ready to improve customer retention? Get started with Loyally today! You can make customer retention and loyalty better in 2025.

FAQ

What is customer retention management software?

Customer retention management software helps you keep customers coming back. You can track what customers do and send them rewards. The software also sends messages for you. These tools help you build strong bonds with customers. They make it easier for people to buy from you again.

How does Loyally.ai improve customer retention?

Loyally.ai gives you digital loyalty cards and a built-in CRM. You can send as many PUSH notifications as you want. You reach customers with special offers just for them. Geolocation marketing helps you find people near your store. You use analytics to see what works and change your plan if needed.

Can you integrate Loyally.ai with other business tools?

You can connect Loyally.ai with Shopify, Square, and Lightspeed. You can also use wallet integration for Apple Wallet and Google Wallet. This makes it easy to set up and run your loyalty program.

What types of loyalty programs can you create with Loyally.ai?

You can pick from eight digital card types. These include stamp, points, membership, discount, cashback, coupon, multipass, and gift cards. You can change each card to fit your brand and goals.

How do you track the success of your loyalty program?

You use Loyally.ai’s analytics dashboard to check customer visits and rewards. You can also see how many people use your program. You look at these numbers to see what is working. Then you can make changes to help your program do better.

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