Workflow
Keeping Customers
Retention is cheaper than acquisition - act like it.
Where the time goes
It's far cheaper to keep a customer than to win a new one, yet most businesses spend everything on the front door and nothing on the back. Churn you can't see is revenue quietly walking out.
What this covers
Reviews, check-ins, renewals, and upsells - the retention and account-growth motions that keep customers around and grow what they spend, plus the analytics to see churn coming.
What good looks like
- Check-ins and reviews that happen on schedule, not by luck
- Upsell and renewal prompts at the right moment
- Early warning on the accounts about to churn
The software that serves this
24 tools across 3 categories in the directory address keeping customers. Open any category for the full list, strengths, and watch-outs.
CRM & Sales
View all in the directory →A CRM built around calling and fast follow-up.
$$A CRM that lives inside Google Workspace.
$$All-in-one CRM with marketing, sales, and service in one place.
Free–$$$A simple, visual sales pipeline for small teams.
$$The enterprise CRM standard, endlessly configurable.
$$$Affordable CRM inside the broad Zoho suite.
Free–$$A flexible, data-model CRM that feels like a modern spreadsheet.
$$A lightweight relationship CRM for people-led work.
$$Marketing & Email
View all in the directory →Email marketing with a powerful automation builder.
$$Email, SMS, and automation on a budget (ex-Sendinblue).
Free–$$Email for creators and solo businesses (formerly ConvertKit).
Free–$$Email and SMS built for e-commerce revenue.
$$–$$$Email marketing and automation for small businesses.
Free–$$Simple, affordable email marketing.
Free–$Newsletter platform with growth and monetization built in.
Free–$$Behavioral messaging for product-led teams.
$$$Modern transactional and marketing email for startups.
$$Analytics & BI
View all in the directory →Free web and app analytics from Google.
FreeFree dashboards built from your data sources.
FreeMicrosoft’s business intelligence and dashboards.
$Powerful data visualization for analysts.
$$$Simple, privacy-first website analytics.
$Ask questions of your database, no SQL required.
Free–$$Product analytics, session replay, and flags in one.
Free–$$Not sure which of these your business actually needs? The assessment matches one or two to your size and budget.
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