Best Customer Success Software

Customer success software is used by businesses to ensure, through interactions with the company, customers achieve the outcome that enterprises anticipate them to reach as they use the product. This software uses detailed analysis of past behavior to create a “health score” to predict future satisfaction of a customer, allowing companies to systematically grow an established customer base, identify any red flags, and increase customer retention rates. These products are used by customer success and sales teams for the purpose of optimizing customer relationships. Customer success initiatives are vital to preserving and expanding revenue, boosting customer advocacy, and sustaining corporate profitability and growth. Customer success software often integrates with CRM, help desk, and social media management tools.

To qualify for inclusion in the Customer Success category, a product must:

  • Build or identify customer profiles
  • Capture customer data, history, and feedback including survey results, invoice history, marketing engagement, and/or team interactions
  • Engage customers throughout the lifecycle
  • Provide feedback and customer success scores based on the analysis of historical data
  • Predict future customer growth or red flags based on data related to interactions, payments, inquiries, and more
  • Scale, according to size of company and method of customer adoption or engagement
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    Customer Success reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Gainsight™, the Customer Success company, helps businesses grow faster by reducing churn, increasing upsell, and driving customer advocacy. Gainsight’s product helps you touch customers effectively, track customer health consistently and transform the way your company orients around the customer. Gainsight provides a 360° view of customers and drives retention across Customer Success, sales, marketing, executives and product management. Learn how leading companies like Adobe, Box, DocuSign, HP, Marketo, Nutanix and Workday use Gainsight to help their customers succeed at www.gainsight.com.

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    ChurnZero's real-time customer success platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero (1) helps businesses understand how their customers use their product, (2) assesses their health and their likelihood to renew, and (3) gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content. ChurnZero customers find instant ROI as their customer success managers are immediately more productive and better informed and their customers are getting better just-in-time service from the automated playbooks.

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    Totango is the leading enterprise-grade customer success platform that helps organizations proactively impact business outcomes by driving the right level of engagement with their customers - increasing growth and retention. With solutions to empower Customer Success Teams and entire companies, Totango enables everyone to participate in customer success easily and securely.

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    ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.


    UserIQ empowers SaaS companies to deliver what each user needs to be successful in every moment, starting with adoption. Our platform collects user engagement data from your product and allows you to communicate to your users when they are most engaged: within the product itself. As a result, you’ll be able to scale onboarding, increase feature usage, accelerate time-to-value, and ultimately drive more revenue throughout the customer journey.

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    Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.


    Bolstra is for high touch B2B companies whose revenue is highly dependent on existing customers and want to maximize customer lifetime value by confidently delivering on their brand promise. Bolstra is a Customer Success Software company that provides an agile work management SaaS platform to help businesses accelerate customer growth. Unlike CSM companies who focus their attention on reacting to data, Bolstra is the only CS solution that enables you to create, apply and adapt best practices required across the enterprise to transform your customers into advocates.

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    CustomerGauge is a software-as-a-service platform that helps clients improve customer experiences. The system automatically measures, analyses feedback and has close-loop tools to retain customers better, and reduce churn, all based on the industry standard metric Net Promoter System®. Results are published and analyzed in real-time, using highly customizable and flexible reporting tool making it ideal for global enterprises.


    Strikedeck is a comprehensive Customer Success solution that is rapidly deployable, and easy to implement. Out-of-the-box integrations and domain-specific customizations enable the customer to deploy a Customer Success solution in days, not months. Strikedeck’s BYOD, bring your own data model, platform easily implements all of your business processes and data fields within our extensible data architecture. Their proprietary formula calculates customer health, identifies at-risk customers, and triggers automated workflows to proactively address issues and reduce potential churn. Strikedeck provides real-time visibility into cohorts, market segments, and also allows you to drill down to a granular view of individual actionable items. Playbooks standardize best practices across an organization with powerful execution scripts of tasks, notifications, and escalations. Users can communicate with their customers through in-app emails, personalized surveys, and NPS & CSAT widgets. Campaigns can be customized and automated based on past behavioral trends. Reports enable sharing of key insights and milestones across the organization. See how leading companies like CallidusCloud, Apttus, HashiCorp, Thoughtspot, and more use Strikedeck to power Customer Success & happiness.


    An academy builder for SaaS companies designed to engage and educate your customers for greater retention and satisfaction.


    Client Share is the first Customer Success SaaS platform built to improve the relationship between Buyers and Suppliers. We enable Buyers to improve, analyse and manage the relationship with their strategic Suppliers, unlocking 25% of hidden value. We enable Suppliers to improve, analyse and manage the relationship across key accounts leading to account P&L growth and contract retention. Client Share is a private, digital community for a Buyer and a Supplier that focuses on, and is built around, B2B business relationships. Think of the best bits of Dropbox, Facebook, YouTube, Yammer, TripAdvisor, WeTransfer and LinkedIn all brought together in a private buyer-supplier community for relationship management. B2B deserves better. Start improving your results, today.


    MindTouch is a SaaS company building self-service software that scales. Based in San Diego, MindTouch was named one of the 2017 Hot 100 best privately held software companies by JMP Securities and is customer-obsessed with 43 million monthly users. Learn more at www.mindtouch.com. Steve and Aaron met at the Advanced Systems Research Team at Microsoft. Steve was perplexed by the persistent lack of innovation around knowledge documentation systems. To Aaron, it seemed that every company was developing knowledge silos in every department. These silos were preventing companies and their customers from finding the answers they need to be successful. They realized that organizations were being held back by bad software. People were struggling with PDFs that were not mobile-friendly, expensive federated search systems that often did not work, and knowledge base systems that could not scale to the organizational need. At the same time, they recognized that people do not want to be guided, forced, or supported—they want the freedom to self-serve knowledge on demand. Together they designed an innovative, scalable knowledge system to meet certain requirements: - Deploy quickly with a turnkey setup - Customizable without costly services engagements - Extend into CRM software, websites, and product interfaces - Use machine learning to continually improve every time it is used It was time to revolutionize documentation. It was time to allow users to self-serve expert knowledge on demand. We call it MindTouch. MindTouch is a smarter knowledge base that improves support agent productivity, increases ticket deflection, and fuels self-service support. MindTouch allows support teams to create and publish content into a customizable self-service experience. Extra capabilities include multiple API endpoints, CRM integrations, and powerful reports. With MindTouch, your customers find your expert knowledge whenever and wherever they need it.

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    Our product simplifies complex implementation, on-boarding, and sales processes by keeping the customer, internal staff, and 3rd parties on the same page. This is done by an intuitive interface that communicates progress to all parties in a meaningful and thoughtful way.


    Amity provides the world's most powerful Customer Success software. Amity, senses changes in customer health or rhythms, recommends the right actions and measures effectiveness. The combination of real-time playbooks, intelligence and automation helps customer success organizations scale quickly and efficiently.


    AppsForOps Timeline is a game changing Customer Success software platform. Customer Success - powered by being in the know. It provides next level visibility on customer activity spanning your organisation's people, processes and systems. It allows you to easily see the whole picture and act on what matters most.


    Natero is the first Customer Success software platform with a truly data-driven approach to managing your customers and your success team. Predict which customers are likely to churn, convert, or expand their business with you. Monitor customer health based on usage, custom KPIs, CSM scores, NPS, and more. Use Workflows, Tasks, and Playbooks to drive your Customer Success processes. This next generation solution helps Software-as-a-Service (SaaS) companies maximize customer lifetime value, while improving their products and processes.


    Salesmachine is a realtime customer scoring platform for customer success and sales teams. Salesmachine monitors your customer health and activity so you can focus on the right customers at the right time.


    STAMP, The Customer Success Platform, That Helps You Systematically... 1. See how well you are delivering against their needs 2. Identify the key actions to improve your NPS 3. Alert you when you are under performing 4. Track trends and progress over time 5. Benchmark yourself against your peers and competitors


    Komiko provides AI-powered Sales and Customer Success solutions for business to business companies that use Salesforce CRM. We have customers of all sizes across software, healthcare, distribution, professional services, and insurance. Whether you are in the market for a data capture solution for contacts and activities or advanced playbooks to guide your team to success, with only days to we have a solution for you: 1. Sales Enablement Improve win rate and promote accountability without having years of data science under your belt. Expand your data visibility and get more valuable insights beyond just revenue. Komiko makes analytics accessible for you and your team and turns metrics into actionable insights with ML-based playbooks, reports and alerts. Use Komiko to make data-driven decisions, identify gaps and optimize sales efficiency. 2. Customer Success Build a data-driven customer success team to optimize customer experience. A lot of companies struggle with the concept of transforming into a data-driven decision-making organization. Komiko supports you and your team by simplifying the transformation with quick implementation and ML-based playbooks to get you started as soon as possible. Komiko does all the heavy lifting behind the scenes and retrieves valuable insights from product usage data to engagement metrics that are available in Komiko’s embedded reports, dashboards and alerts. 3. Sales & Customer Success Coaching Top-performing sales and customer success teams think in terms of strategic data-driven process management. They use Komiko’s real-time playbooks to place revenue generating actions at the top of their teams' list. Komiko’s ML-based playbooks work seamlessly, and in real-time. They are completely customizable and are based on your team's performance and your personal coaching style. You won't get them anywhere else but here. 4. Email Tracking Capture email activities and reveal insights quickly and easily. No more nudging your team to feed CRM with customer conversations, documents, or how often they’ve contacted the customer. Let Komiko do it automatically, directly into your Salesforce Classic and Lightning screens. Komiko’s email integration software is comprehensive but light, smart and easy to implement. Komiko provides insights that will be otherwise impossible to obtain, monitor and maintain over time. Komiko can also automatically capture contacts that are missing from Salesforce and their job title and phone number from the signature block, so you don't have to re-enter this information into Salesforce. For example, when the sales team mailboxes are synchronized the CSMs will be able to see the discussion that led to the sell along with all promises made and view all documents exchanged inside Komiko's timeline. Get email alerts on new contacts that you can add to Salesforce with one click. Get meeting brief email to prepare you and your team before every meeting. Contact us at info@komiko.com to see a demo and get started.


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    Awario is a social media & web monitoring tool that will help you track brand mentions, monitor competitors, find sales opportunities and influencers, and engage with your audience online.


    Liferay Digital Experience Platform is an enterprise-grade platform that enables companies to create and connect personalized digital experiences across web, mobile, social, in store and other touchpoints. It provides the technical foundation (deep integration, security and modularity) for your digital business to orchestrate unique customer experiences, as well as business value features to support a deeper understanding of your customers.


    A platform to build better user onboarding. Use Chameleon to build, manage and improve product tours for your web application without writing code. Using Chameleon you can show new users key functionality, highlight product changes, improve feature discoverability and reduce confusion and support requests. Non-technical team members can control the tours using our WYSIWYG editor so no need to wait for dev resources or engineering cycles. Chameleon automatically collects the data on tour performance that can be used to optimize tours. Variations can be shown to different users and all tours can be A/B tested. Connect to one of the hundreds of integrations Chameleon supports to see your data alongside your other usage data.


    Quality Driven Software helps labor service business owners scale their businesses with a streamlined, data rich customer survey.


    At Skilljar, we believe that the best LMS is easy to use and runs smoothly for students and admins. It works with your business, can be accessed anywhere and allows you to create a story with your content. That's what we've built - beautiful training experiences backed by data. Skilljar helps you accelerate product adoption, automate onboarding workflows, reduce support costs, and increase long-term customer satisfaction. Key features: ** Simple, intuitive, mobile-responsive user interface ** Multimedia content, including video, live training, PDF, built-in quizzing, and SCORM ** Certification engine ** White-label branding ** E-commerce for selling training ** Detailed analytics including groups and managers ** Single Sign On and REST APIs ** Integrations with Salesforce, Marketo, Active Directory, Okta, LinkedIn, Google, Stripe, Paypal, and more ** Cloud Learning Management System (LMS) ** US support team Founded in 2013, we're a technology startup based in Seattle, WA (TechStars Seattle 2013) and backed by Trilogy Equity Partners. Visit us at www.skilljar.com.

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    CustomerSuccessBox is a B2B SaaS Actionable customer success software. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables success managers to deliver a consistent customer onboarding experience, improve retention, drive upsell and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 100,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like XebiaLabs, WizIQ, Synup and WoowUp.


    Magentrix Customer Community enables Customer Success teams to connect, engage and collaborate to deliver better customer service and support, reduce costs and improve customer satisfaction. Seamlessly integrated with Salesforce CRM and fully configurable, Magentrix Customer Community redefines collaboration to increase employee productivity, enhance self-service and improve communication. Magentrix Customer Communities are mobile-friendly, brandable and pre-configured with social collaboration, file storage and sharing, blogs, knowledge bases, forums, help ticketing, ideas, eLearning LMS, and dashboards so you can launch in weeks not months. Introduce your customers to a full self-service experience in a mobile and highly secure all-in-one customer community.


    Customer Thermometer is the only 1-click customer satisfaction and employee retention survey that can be answered from their inbox, giving you industry-leading response rates. It is an easy and unique way to gather the thoughts of your customers and staff. Write, create and send beautiful, branded emails in seconds. Your customers and employees can click directly from their email inbox. You track their responses in real time.


    If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all of the client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track, forecast the future and make sure you never get lost. Accelo lets you focus on more important things (like growing your business) so you can focus on doing the work you love. Try it now for free!

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    Built-in help desk module. Help your user help themselves with intuitive sections of FAQs and complete help desk. Improve customer satisfaction, get positive reviews and higher ratings.


    ForeSee is the driving force behind more than 2,000 of the world's most revered brands and organizations — in retail, financial services, government, healthcare, consumer packaged goods, and other industries — that understand the powerful intersection of CX and business impact. Understanding the full voice of your customer and an increasingly complex customer journey is challenging. Point solutions result in fragmented processes and systems. Data can lead to dead-end results or insights with no clear action. Piecing this together takes time and effort. Over the years, our clients and the market have asked for a better way to make complex CX decisions everyday. ForeSee CX Suite is the next evolution of ForeSee. It’s an integrated suite of CX applications that helps you manage all your CX intelligence needs from one central place. Best of all, it’s backed by the only proven methodology for CX measurement; 15 years of benchmarks; and an expert professional services team that can serve as an extension of your insights team. With ForeSee and ForeSee CX Suite, you’re co-investing with us in the future of CX. Because getting CX right is more important than ever.


    AppBuddy is the leading provider of business process interaction platforms, delivering innovative applications that work the way users work and reach across business silos to provide exceptional customer experiences and integrated business process efficiency. We believe in empowering everyone to be happy in their work by making how they connect with their data an illuminating experience.

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    Gleantap is a customer engagement platform designed to help businesses drive growth.


    Structural is the Internal People Network, Powered by data. Structural customers unlock internal data to empower everyone in an organization to find the right people for the right project, right now.


    With Userlane you can create easy, step-by-step, interactive guides to explain your browser-based software to each user individually. A navigation system that guides people while actually carrying out tasks. The perfect solution to optimize SaaS user onboarding and automate staff training.


    CorrigoPro is the simplest, fastest way to get and stay connected to your customers. With CorrigoPro, you join the industry's most powerful platform to connect, market, and grow your business.


    HR Mangtaa is a HCM Software that provide complete solution to manage all human resources and providing a leading edge in promoting business growth.


    Interakt is a simple All-In-One Customer Engagement and Support suite which helps you capture, engage and retain all your valuable users and customers. Capture: Acquire new leads through exit popups, notifications, live chat and custom forms. Engage: Use email marketing/automation, web/push notifications and automated chat triggers to engage your customers and increase conversions. Retain: Segment and manage leads and user activity data through in-built CRM. Provide real-time 24/7 support through live chat, helpdesk and a knowledge-base. All this and more through a one time simple javascript integration.


    Making sense of customer feedback is hard, especially when is fragmented and spread in multiple systems and teams. NomNom helps you get instant visibility on what your customer are saying across the entire business, all in one place. NomNom makes customer feedback easy to search, organize and share with your team.


    Optimove’s Science-First Relationship Marketing Hub leverages artificial intelligence (AI) to foster emotionally intelligent relationships that maximize the value of every customer. Combining marketing art and data science, Optimove empowers marketers at over 300 brands with the “emotional intelligence” required to communicate with their customers most effectively at all times, via all available channels. By helping brands understand and impact customer behavior, Optimove helps them drive measurable growth through their existing customers. Optimove allows marketers to plan and manage customer marketing plans that automate the delivery of highly-effective personalized customer communications – both pre-scheduled and in response to realtime customer behaviors – across single or multiple channels (email, SMS, push notification, on-site, Facebook, Google Ads, etc.). Optimove is used by leading brands, including 1-800-Flowers, Glossier, B&H, Family Dollar, Lucky Vitamin, lastminute.com, Adore Me, Freshly, Deezer, Stitch Fix, Chubb, Outbrain, bwin.party, Sporting Bet and Leo Vegas. Optimove serves its customers from offices in New York, London and Tel Aviv.


    Sarbacane is an email and SMS marketing solution. Email design and analytics are provided. Users can import contacts or manually enter them. A/B testing can be performed for campaign optimization.


    ServiceSource International, Inc. (NASDAQ:SREV) helps the world’s leading brands grow closer to their customers. As a global leader in outsourced inside sales, customer success and recurring revenue growth and retention solutions, ServiceSource expands customer lifetime value by helping companies to more efficiently and effectively find, convert, grow and retain their B2B customer relationships. Trusted by global market leaders in the cloud/XaaS, software, technology hardware, medical device & diagnostic equipment and industrial IoT sectors, ServiceSource sells, manages or renews $9 billion of revenue annually on behalf of its clients. Leveraging a robust technology suite, predictive data models and more than 3,000 revenue delivery professionals speaking 45 languages, only ServiceSource brings to market nearly 20 years of expertise and the ability to drive recurring revenue growth to more than 170 countries.


    Vyopta simplifies the management of large collaboration networks with comprehensive, accurate analytics, monitoring, and alerts for multi-vendor environments. Vyopta collects, combines, and cleans collaboration usage and performance data from Cisco, Microsoft, Polycom, Zoom, Pexip, BlueJeans, and more so that IT teams and Collaboration managers can get the most out of their investments in communication and collaboration platforms.


    Ackee is a customer success platform for SaaS companies, helping teams to boost retention, drive adoption and power great experiences.


    Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.


    Agreement Express is an enterprise SaaS platform for automating the client onboarding process in financial services. Some of the biggest banks, payments companies, and wealth management firms across North America and the UK use Agreement Express to take the administrative, paper-heavy headaches out of the onboarding process.


    The Aimbase platform is unique compared to the competition because it is one of the only marketing automation technologies on the market to effectively manage the pre-sale and post-sale phases of the customer lifecycle for manufacturers. Aimbase is made up of two engines: the Marketing Engine helps manufacturers manage all pre-sale marketing initiatives, including media placement, lead nurturing, lead distribution to dealers, and content marketing strategy; and the Customer Satisfaction Engine helps manage post-sale marketing efforts, including survey distribution and reporting, utilizing a CSI (customer satisfaction index) methodology.


    Akita is a Customer Success Management Platform designed to help you reduce customer churn and increase revenue from your existing customers. With Akita you can: ⇒ Achieve a single, unified view of your customer data ⇒ Build intentional and effective Customer Success processes ⇒ Develop a scalable Customer Success program ⇒ Measure the performance of your Customer Success team ⇒ Be the driving force toward a customer-focused company culture Akita offers you: ⇒ One-click integrations with over 100 different SaaS tools ⇒ Unlimited segments for your accounts and contacts ⇒ Fully-customizable customer health scores ⇒ Unlimited playbooks—triggered by user behavior (good or bad) ⇒ Activity or health-related alerts ⇒ Goal-oriented Reviews feature ⇒ Hyper-focused CSM inbox ⇒ Team or company-wide Slack notifications ⇒ Two-way Salesforce sync (Pipedrive coming soon) ⇒ CSM activity reporting No contract • Unlimited users during your trial • White glove onboarding


    Answerbase is a knowledge management platform for customer support and e-commerce, allowing users to ask questions, receive quality answers, and browse relevant content and articles to meet their demand for information about your products and services. Each system comes with easy to use administration and moderation tools to customize, manage and grow an engaging platform that saves your business time and resources by reducing duplicate inquiries. Advanced features like moderation, user group management (giving users the appropriate content access and functional permissions), actionable content insights, collaboration notes, answer drafting and private question management give administrators the tools they need to effectively manage all of your content, users and access. Businesses have the ability to enable or disable community Q&A capabilities, giving you the ability to effectively leverage the expertise of your customers, product evangelists, and other industry experts. Allow select experts and thought leaders to answer questions, maintain a profile, vote on the quality of answers and be recognized for their contributions on leader boards with reputation points, badges and highlighted areas of expertise. Answerbase’s white-labeled platform allows you to easily customize the look and feel of your site. Simply add your logo and select a color scheme for your site for a quick setup, or use the advanced tools to add your own header, footer, CSS, and more, for full control over your platform's design and navigation. Widget builders and API’s empower you to accomplish even the most sophisticated integrations or even build your own Answerbase-powered Q&A applications. Answerbase Enterprise allows for 100% custom adaptations and developments to take whatever ideas, new functionalities or integration requirements you may have and make them a reality. Our knowledgeable team will manage setup, integration, and provide web-based education and training to make sure your team has all the tools and information they need to successfully manage and grow your site.


    APertain is a Mobile Customer Engagement Platform that provides User Engagement Tools such as Smart Rating Prompts, In-App Support, Push Notifications, User Onboarding, App Analytics, Pertain Engine etc, it has a pluggable SDK to integrate within Mobile Apps to add the User Engagement Tools inside the Mobile App.