6 best customer lifetime value software and tools to boost retention and loyalty

Imagine: after months of strategizing and marketing, new customers are signing up for your product or service—hooray! But then, after a few transactions, they disappear, taking their lifetime value with them.

Why focus on gaining new customers when keeping your existing ones happy could dramatically increase your revenue? Customer lifetime value (CLV) software helps you identify why customers leave and what makes them stay, turning one-time buyers into loyal customers. 

In this guide, we walk you through the 6 best CLV tools to track, analyze, and improve customer relationships throughout their journey with your brand. Whether you’re struggling with high churn rates or trying to maximize sales from existing customers, these platforms have got you covered.

Key insights

• The most effective CLV software integrates with other tools in your tech stack across multiple touchpoints—from marketing to service—creating a unified view of customer interactions

• Look for customer lifetime value software that balances sophisticated analytics with actionable recommendations

• Retention plays a key role in boosting CLV. When customers stay loyal and keep buying from your brand, you make more sales over time without the added costs of constantly acquiring new customers.

6 customer lifetime value platforms your business needs

The right customer lifetime value tools do more than crunch the numbers to calculate and analyze CLV. They actually help you increase your CLV—identifying your most valuable customers, optimizing your marketing spend, improving their experience, and increasing your bottom line. 

Here are 6 of these customer lifetime value platforms, each offering something unique to build customer loyalty and give your business a much-needed competitive edge. 

1. Contentsquare: product insights and digital experience

Contentsquare is an all-in-one product and digital experience insights platform that helps you improve customer experience (CX) across the entire user journey—including all sessions and devices. From acquisition to retention, Contentsquare shows you exactly what customers do on your website or app—and helps you leverage that data to increase lifetime value.

Key features for increasing CLV include

• Heatmaps to visualize high- and low-performing areas on your website or web app that impact conversion and repeat visits

• Session Replay, which shows you recordings of real sessions that reveal where users drop off (and how to optimize for better retention and CLV!)

• Voice of Customer tools, such as surveys, feedback buttons, and interviews, to ask users about issues they encounter on your website—then make improvements to ensure your customers make future purchases

• Experience Monitoring tools to detect points of friction, like errors or slow page load times, that cause transaction drop-offs—and then optimize these points to improve CLV

• Merchandising to optimize product placement, appeal to more customers, and increase the likelihood that they’ll make future purchases

• Journey Analysis, which helps you understand how users interact with your digital touchpoints and identify confusing journeys that affect lifetime value

Contentsquare’s Journey Analysis capability lets you identify where users get stuck or confused on their path to purchase—so you can optimize their experiences to improve conversions

Best for any size business with a website or product that wants to optimize the digital experience to improve customer satisfaction and retention.

🤔Did you know? Retaining your customers is step number 1 toward increasing customer lifetime value—and it starts with reducing frustration during every digital interaction.

According to Contentsquare’s 2025 Digital Experience Benchmark Report, sites with the highest retention rates had 17% fewer rage clicks per page, earning them 18% more page views per visit. 

Contentsquare helps find and solve moments that cause frustration to keep your customers returning for future purchases, directly increasing their lifetime value. Here’s how: 

1. Automatically pinpoint areas that irritate your users. Use Contentsquare’s Frustration Score feature to detect issues like rage clicks and repeat attempts completing form fields. 

2. Rank these issues by business impact using Impact Quantification to automatically see how they affect conversions and average revenue, and prioritize which one to tackle first

3. Make adjustments to your site to improve the user experience, so customers stick around longer 

Contentsquare’s Frustration Score feature helps you find and improve points of frustration to boost your retention

2. Front: customer service and support

Front transforms your customer service team into a revenue-generating machine. The AI-powered platform unifies all of your communication channels into one collaborative workspace, helping you deliver personalized service that builds lasting customer relationships. 

Key features for increasing CLV include

• A unified inbox for email, chat, WhatsApp, and SMS that eliminates context switching so you can respond to customers faster

• AI-assisted chat responses that help you maintain personalization during high-volume periods

• Powerful analytics with ticketing metrics on customer satisfaction to guide you toward product and service improvements

• Team collaboration tools with @mentions to connect new and existing customers with someone who knows the answers to their questions

• Automated workflows and a flexible ticketing system to ensure consistent follow-ups and quick resolutions

Best for companies who want to unify customer support and enhance communication across multiple channels and departments. 

💡Pro tip: jump right into action if you see an uptick in customer complaints about your website in your Front inbox. Then, head to Contentsquare to 

1. Watch an affected user’s session to see first-hand what they experienced, like broken buttons or sluggish page loads

2. Then, hit the Impact Quantification button to see how many users have faced the same issue and how it’s affecting conversions

3. Get the technical details you need to solve the issue fast—and share them with your team members with a quick click

Resolving performance issues fast is one way to make your customers happy—and win their confidence and loyalty.

Use Contentsquare’s Impact Quantification to see how widespread a website problem is—and to fix it before it becomes an issue that drives customers away

3. Salesforce: customer relationship management

Salesforce is an industry-leading, AI-powered CRM platform that unifies customer touchpoints across your business. As a single source of truth for customer data, the platform lets teams deliver consistent experiences that build loyalty and increase customer retention over time. 

Key features for increasing CLV include

• 360-degree customer profiles that show interaction history across functions like sales, service, commerce, and marketing

• AI-powered insights that identify cross-selling and upselling opportunities

• AI support agents that answer customer inquiries with natural language to save service reps time

• Predictive analytics that help anticipate customer needs before they arise—identifying, for example, which deals are likely at risk and which channels to use to connect with your audience

• Customizable dashboards that track important metrics, like customer health scores and retention 

Best for companies of all sizes needing a scalable, all-in-one option to manage customer information and interactions.

🤔 Did you know? Contentsquare and Salesforce work as complementary tools in your tech stack. If you already use Salesforce CRM to get a 360-degree view of your customers, add Contentsquare to layer in enhanced customer behavioral data to improve your CX. 

By integrating Contentsquare with Salesforce Marketing Cloud, you can surface Contentsquare insights within Salesforce for even better targeting capabilities. For example, drag and drop a customer segment identified in Contentsquare—say, customers who were highly engaged with a product page or who experienced frustration—and then build an automated journey of emails, SMS, or ads just for that audience.

Integrate Contentsquare with Salesforce Marketing Cloud to create journeys like ad, SMS, or email campaigns to target groups identified in Contentsquare

4. Mailchimp: email marketing

Mailchimp is a comprehensive engagement platform that helps you nurture strong customer relationships. While its full suite of tools ranges from website design to social media campaign development, we recommend its email marketing capabilities to increase CLTV. By leveraging customer data to deliver highly personalized communications, Mailchimp allows brands to stay top-of-mind and drive repeat purchases.

Key features for increasing CLV include

• Pre-built, customizable email sequences, letting you create content that resonates with your customers, drawing them back for future purchases and building lasting relationships 

• Segmentation that lets you target customers based on purchase history and engagement patterns

• Advanced automations, like emailing product-specific content to someone based on their searches on your website

• Predictive analytics that identify high-value customer segments likely to purchase again

• Multi-channel campaigns so you can coordinate messaging across email, SMS, and social media—ensuring you reach customers wherever they are 

• Built-in product recommendation tools that increase average order value (AOV)

Best for businesses looking to transform their marketing efforts from one-size-fits-all blasts into strategic communications that encourage long-term customer relationships.

💡Pro tip: boost your success with your email marketing strategies by using Contentsquare’s Funnel Analysis tool to identify where users drop off. Cart abandonment an issue? Send a personalized cart abandonment email as a reminder—offering free shipping to sweeten the deal. Spot hesitation during checkout? Send an email with payment options or security reassurances to reduce friction. Email strategies like these often increase your average purchase value or the average purchase frequency—two sure-fire ways to boost your CLV.

Use Contentsquare’s Funnel Analysis to better understand where drop-offs occur—and then use email marketing to follow up and bring customers back

5. Appcues: customer onboarding

Appcues tackles one of the most critical periods in the customer lifecycle, the onboarding phase, with a platform that activates users quickly. The platform creates personalized in-app experiences—like product walkthroughs or pop-up checklists that break large tasks into smaller, more manageable ones. These features educate and engage users, reducing early churn and encouraging new customers to stick around.

Key features for increasing CLV include

• Multi-channel engagement tools like in-app messages, email, and push notifications

• Behavior-based triggers that give users the right guidance at the right time

• Segmentation capabilities to customize onboarding by user type, plan, or use case

• A/B testing framework to optimize your onboarding flows for users

• Analytics that show which onboarding flows drive the most activation

Best for software-as-a-service (SaaS) companies and businesses with complex digital products that want to reduce churn—especially those with multiple features that need more explaination.

💡 Pro tip: integrate Appcues with Contentsquare to see how your product walkthroughs affect your customer experience. Available on our Growth plan, this functionality lets you see exactly when users started or completed an Appcues flow in Contentsquare’s Session Replay timeline. Watch how users react to the flow to learn what works and where they continue to struggle—then make improvements.

With the Appcues integration, flow information appears on Contentsquare’s Session Replay timeline, letting you jump directly to relevant segments 

6. Open Loyalty: gamification

Open Loyalty offers a no-code platform that creates engaging, gamified experiences to keep your customers coming back. For example, your ecommerce store might reward users for interacting with a ‘brand of the day,’ or your SaaS brand might incentivize referrals. No matter your business type, Open Loyalty gives you a fun way to create a customizable, structured loyalty program that incentivizes desired behaviors—like logins and purchases—and fosters positive emotional connections with your brand. 

Key features for increasing CLV include

• Campaigns to motivate different behaviors—from purchasing to referrals to event attendance

• An array of loyalty mechanics, like points, tiers, coupons, badges, and achievements (think Duolingo)

• Comprehensive analytics to see how customers engage with your campaigns and use your coupons—and how those behaviors affect average revenue and retention

• API-based architecture to give you freedom and flexibility to personalize the front-end experience for your customers

Best for retail, ecommerce, and service businesses wanting to move beyond offering discounts to create more sophisticated engagement programs for better retention.

💡 Pro tip: use Contentsquare’s Voice of Customer tools to understand how Open Loyalty’s gamification features work for your customers. Build and launch a survey in seconds with the help of our AI technology, which also analyzes your results fast and gives you step-by-step advice on what to do next.

Get an AI-generated summary of your survey results—along with next steps—with Contentsquare’s Voice of Customer

Build lasting customer relationships with the right tools

Exceptional customer lifetime value software changes the way you understand and engage with your customers—creating tangible benefits for you and them. When you choose CLV tools that truly fit your business, you uncover new opportunities, retain customers, and unlock the potential of every relationship. It’s about working smarter, not harder, to drive lasting growth.

FAQs about customer lifetime value software