Best Project Management Software for Customer Success Teams

Website: https://asana.com

Best for: Structured onboarding playbooks with timelines

Starting price: $10.99 per user/month (billed annually)

Free plan: Yes

Pros: Strong templates, timelines, and workflow automation; portfolios track many accounts at once

Cons: Advanced reporting and approvals need Advanced at $24.99 per user

Asana fits customer success because onboarding is a repeatable project, and Asana turns it into a template a team can run the same way every time. Starter at $10.99 per user per month on annual billing adds timeline and Gantt views, project templates, forms, and workflow automation, so a new account moves from signature to first value with the same steps, owners, and dates each time. Portfolios give a manager one view of every account in flight, with status updates that roll up from the work below. The free plan covers up to 10 collaborators with unlimited tasks, projects, and messages, which fits a small success team. Advanced at $24.99 adds goals, workload, approvals, proofing, and advanced reporting, while Enterprise adds single sign-on, data controls, and audit logs. Asana has no built-in health scoring, so teams usually track health with custom fields and rules. It suits success teams that want structure and visibility without a dedicated success platform.

Website: https://monday.com

Best for: Visual boards for account health and renewals

Starting price: $9 per user/month (billed annually)

Free plan: Yes

Pros: Colour-coded boards make account status obvious at a glance; strong automations

Cons: Basic plan limits automations and has no timeline or Gantt view

monday.com turns a customer success book of business into a board where every account is a row and health, renewal date, and next step are columns. Basic at $9 per user per month on annual billing covers unlimited boards and docs, with a three-seat minimum. Standard at $12 adds timeline and Gantt views, calendar view, and more automations, while Pro at $19 adds private boards, time tracking, formula columns, and chart views. The visual style is the point: a manager can scan a board and see which accounts are green, amber, or red without opening a single record. Automations move accounts between stages, send reminders before renewal, and assign follow-ups when a health score changes. The free plan covers up to two seats with three boards, which is enough to test the shape. monday.com suits success teams that want a bright, flexible tracker and are happy to build their own health logic with columns and formulas.

Website: https://clickup.com

Best for: One workspace for success, support, and product

Starting price: $9 per user/month (billed annually)

Free plan: Yes

Pros: Docs, goals, time tracking, and chat in one workspace; generous free plan

Cons: The range of features can overwhelm a small team, and setup takes time

ClickUp is the all-in-one choice for a success team that also touches support tickets, product feedback, and internal projects. The free plan is generous, with unlimited tasks and members, while Core at $9 per user per month on annual billing adds unlimited storage, integrations, guests, and Gantt charts. Business at $17 adds goals, portfolios, workload, time tracking, and advanced automations, which covers the reporting a success leader needs. Custom fields, statuses, and views let a team shape ClickUp around its own playbook: onboarding checklists, health score fields, renewal pipelines, and escalation queues can all live in one space. Docs and whiteboards sit beside the tasks, so playbooks and account notes stay with the work. The trade-off is complexity: ClickUp has more features than most teams use, and a new team should start with one simple space before adding more. It suits success teams that want one tool for everything.

Website: https://www.wrike.com

Best for: Cross-team delivery with approvals and proofing

Starting price: $10 per user/month (billed annually)

Free plan: Yes

Pros: Approvals and proofing built in; request forms route work from sales and support

Cons: The interface is dense, and the learning curve is steeper than simpler boards

Wrike fits customer success teams that work across departments, because its request forms, approvals, and proofing keep handoffs clean. A sales handover form can create an onboarding project automatically, and approvals route a renewal proposal or a success plan to the right person without a chain of messages. Team at $10 per user per month on annual billing adds Gantt charts, shareable dashboards, and integrations, while Business at $24.80 adds resource management, custom workflows, and advanced reporting. The free plan covers unlimited users with basic boards and task management, which is enough for a small team to start. Wrike also offers templates for project plans and client onboarding, and its time tracking and workload views help a manager balance a book of accounts. The interface packs a lot into each screen, so new users need a short onboarding of their own. Wrike suits success teams that coordinate delivery with product, support, and sales.

Website: https://www.smartsheet.com

Best for: Spreadsheet-style account plans and health scores

Starting price: $9 per user/month (billed annually)

Free plan: Yes

Pros: Grid, card, and Gantt views on the same data; formulas drive health scores

Cons: The interface feels like a spreadsheet, which some teams find cold; automations are limited on Pro

Smartsheet is a spreadsheet that behaves like project software, and that shape suits success teams that already plan accounts in rows and columns. Pro at $9 per user per month on annual billing covers unlimited sheets, Gantt and card views, forms, and basic automations. Business at $19 adds proofing, activity logs, and more automation runs, while Enterprise adds single sign-on, controls, and advanced governance. Health scoring is a natural fit: a formula can combine usage, support tickets, and renewal date into a single score, and conditional formatting turns the result red, amber, or green. Dashboards roll many account sheets into one leadership view. The free plan covers basic use with a viewer limit, so a team can test the shape before paying. Smartsheet suits success teams that think in tables and want their account data to stay structured and sortable.

Website: https://www.notion.com

Best for: A shared success hub of docs, wikis, and tasks

Starting price: $10 per user/month (billed annually)

Free plan: Yes

Pros: Docs, databases, and tasks in one flexible workspace; easy to shape around a playbook

Cons: No native time tracking or advanced project reporting; databases need setup care

Notion is the most flexible tool in this list, and that flexibility is its main strength for customer success. A team can build a success hub that holds onboarding playbooks, account pages, meeting notes, and a task database in one place, with linked views that show each customer success manager only their own accounts. Plus at $10 per user per month on annual billing adds unlimited file uploads, 30-day version history, and more guests, while Business at $20 adds single sign-on, private team spaces, and advanced analytics. The free plan covers individuals and small teams with unlimited pages and blocks, which is enough to build the hub. Notion has no built-in time tracking, Gantt charts, or workload management, so teams that need those add a second tool or accept a lighter setup. Databases need care to stay tidy as the account list grows. Notion suits success teams that value shared knowledge and want their playbooks, notes, and tasks in one searchable place.

Website: https://www.teamwork.com

Best for: Client work with time tracking and invoicing

Starting price: $9.99 per user/month (billed annually)

Free plan: Free trial (30 days)

Pros: Time tracking, milestones, and invoicing built in; client-facing project views

Cons: No permanent free plan; the interface is less visual than monday.com or Asana

Teamwork is built for teams that deliver client work, and customer success onboarding is exactly that kind of work. Basics at $9.99 per user per month on annual billing covers unlimited projects, milestones, task lists, and time tracking, with client users able to view their own projects. Accelerate at $24.99 adds portfolios, workload, project templates, and profitability reports, which helps a success leader see which accounts consume the most hours. Time tracking sits inside the project, so a team can see how much effort each onboarding or renewal actually takes, and invoicing follows from the same data. There is no permanent free plan, only a 30-day trial, which is a real difference from most tools here. Teamwork also offers a separate desk and chat product, but the core project tool is the one success teams need. It suits agencies and service teams that bill for delivery and want hours tied to accounts.

Website: https://basecamp.com

Best for: Simple shared projects with clients included

Starting price: $15 per user/month

Free plan: Free trial (30 days)

Pros: Flat, calm structure with message boards, to-dos, and schedules; clients join for free

Cons: No Gantt charts, workload views, or advanced reporting; $15 per user adds up fast

Basecamp takes the opposite approach to most tools here: it is deliberately simple, with one project holding a message board, to-do lists, a schedule, docs, and chat. A customer success team can give each account its own project, invite the client in for free, and keep every conversation and file in one place. The price is $15 per user per month, with a 30-day free trial and no permanent free plan. There are no Gantt charts, no workload views, and no custom fields, which is a limit for teams that want detailed reporting and a relief for teams that find other tools noisy. Basecamp also offers a flat $299 a month plan for unlimited users, which suits a larger team with many internal users. It fits success teams that want a calm shared space with clients and are happy to track health and renewals elsewhere.

Website: https://airtable.com

Best for: Account data as a flexible, linked database

Starting price: $20 per user/month (billed annually)

Free plan: Yes

Pros: Linked tables connect accounts, contacts, and renewals; many views on the same data

Cons: Team at $20 per user is costly for a large success team; automations are limited on lower tiers

Airtable treats a customer success book of business as a database, and that shape fits teams that juggle accounts, contacts, contracts, and renewals. The Team plan at $20 per user per month on annual billing adds 50,000 records per base, 25,000 automation runs, and Gantt and timeline views. Business at $45 adds 125,000 records, advanced sync, and single sign-on, while Enterprise Scale is custom priced. Linked tables connect an account to its contacts, its renewal, and its support tickets, so a manager can see the whole picture from one record. Views turn the same data into a Kanban board, a calendar of renewals, or a gallery of account plans. The free plan covers up to 5 creators with unlimited bases, which is enough to build the system. Airtable suits success teams that want their account data structured, linked, and easy to filter.