# Best Customer Engagement Software - 2026 Reviews & Pricing

> Find the best Customer Engagement Platforms Software for your organization. Compare top Customer Engagement Platforms Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/crm/customer-engagement-comparison/

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# Best Customer Engagement Software of 2026

Updated July 23, 2026

Written by [Supriya Deka](https://www.softwareadvice.com/resources/author/sdeka/)

Market Research Specialist

Edited by [Caroline Rousseau](https://www.softwareadvice.com/resources/author/caroline-rousseau/)

Senior Editor

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

Filter products

617 results

### Compare Products

Showing 1 - 25 of 617 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    

### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: LeadSquared

[LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/)

4.26

[(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/)

### Best rated features:

Engagement Tracking

5.0

Multi-Channel Marketing

5.0

SMS Marketing

5.0

Sales Analytics

5.0

### Worst rated features:

Activity Dashboard

1.0

Social Media Integration

1.0

Reminders

1.0

[See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features)

### Product: Zoho CRM

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6985)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Flexible and intuitive usability
-   Affordable plans and value
-   Comprehensive feature-rich platform

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Complex and limited email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Widgets

5.0

### Worst rated features:

Chatbot

2.0

Sales Forecasting

3.0

Social Marketing

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

### Product: SAP Customer Experience

[SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

4.25

[(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

### What users love

-   Comprehensive client management tools
-   Robust customer service features

### To take in mind

-   Complex and unintuitive interface

### Best rated features:

Customer Complaint Tracking

5.0

Client Management

4.8

Customer Database

4.8

Interaction Tracking

4.8

### Worst rated features:

Campaign Planning

3.0

Pipeline Management

3.8

Forecasting

3.8

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features)

### Basic

$58.00/month

[See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans)

### Product: Zendesk Suite

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4086)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zendesk is a customer engagement solution that can help companies from the SMB level to enterprise. Zendesk includes features such as service ticket support, self-service support, help desk and reporting and analytic capabilities.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/)

### What users love

-   Efficient multichannel support operations
-   Centralized and customizable ticketing
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and limited value
-   Email handling and notification issues
-   Missing and complex feature set

### Best rated features:

Configuration Management

5.0

Batch Communications

5.0

Online Forums

5.0

Account Management

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

3.0

[See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features)

### Suite Team

$55.00/month

### Suite Growth

$89.00/month

### Suite Professional

$115.00/month

[See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans)

### Product: Zipteams

[Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/)

4.70

[(73)](https://www.softwareadvice.com/voip/zipteams-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Using our conversational intelligence analytics combined with smart meeting rooms, Zipteams helps sales teams make smarter decisions and complete transactions quickly. Real-time support nudges and allows managers to effortlessly teach and onboard new reps with relative ease.... [Read more](https://www.softwareadvice.com/voip/zipteams-profile/)

### Best rated features:

Lead Assignment

5.0

Real-Time Reporting

5.0

Lead Capture

5.0

Meeting Notes

5.0

[See all features](https://www.softwareadvice.com/voip/zipteams-profile/#key-features)

### Product: eGain Suite

[eGain Suite](https://www.softwareadvice.com/customer-experience/egain-suite-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

The eGain suite helps businesses connect, solve and optimize customer engagement like never before. The eGain digital customer engagement suite comprises three hubs, the Conversation Hub - a super-set of the chat, messaging, and digital channels, the Knowledge Hub that includes knowledge for self-service and knowledge for contact centers and agents, and the Analytics Hub, each with a rich set of AI-powered apps, all leveraging common services and a modern user experience. Powering these hubs and apps is the eGain composable experience platform, an open, secure and scalable platform with a rich set of capability dots that can be configured and connected for use cases, to deliver effortless experiences and smarter automation. Together, they provide the digital-first experience your customers seek.... [Read more](https://www.softwareadvice.com/customer-experience/egain-suite-profile/)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/customer-experience/egain-suite-profile/#pricing-and-plans)

### Product: EZ Texting

[EZ Texting](https://www.softwareadvice.com/sms-survey/ez-texting-profile/)

4.47

[(273)](https://www.softwareadvice.com/sms-survey/ez-texting-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

EZ Texting is an SMS marketing software designed for businesses to send mass text messages and MMS messages to their audiences. It supports organizations across industries such as retail, healthcare, education, nonprofits, real estate, and eCommerce that use text messaging to communicate with customers, employees, or supporters. The platform includes features such as bulk SMS capabilities for sending messages to large groups, MMS messaging with an integrated editor, and two-way conversational texting. Text automation and workflows allow users to create personalized customer journeys with follow-ups based on recipient engagement. Built-in compliance tools help capture opt-in consent, provide STOP links, and align with industry regulations for safe message delivery. EZ Texting offers tools for growing subscriber lists, including unlimited contacts and opt-in options. Visual campaign planning features enable users to schedule texts and organize marketing efforts. Reporting and analytics provide insights into performance metrics to refine text marketing strategies. High deliverability standards are maintained through registration and monitoring to ensure messages reach recipients effectively.... [Read more](https://www.softwareadvice.com/sms-survey/ez-texting-profile/)

### What users love

-   Intuitive platform for all users
-   Efficient group communication tool
-   Effective marketing campaign management

### To take in mind

-   Limitations in texting functionality
-   Inconsistent customer service experience
-   Expensive and restrictive pricing model

### Best rated features:

Monitoring

5.0

Survey/Poll Management

5.0

Interaction Tracking

5.0

Visual Analytics

5.0

### Worst rated features:

Mobile Alerts

1.0

[See all features](https://www.softwareadvice.com/sms-survey/ez-texting-profile/#key-features)

### Launch

$25.00/month

Up to 500 Contacts

### Boost

$60.00/month

Up to 500-2,000 Contacts

### Scale

$100.00/month

Up to 2,000- 50,000 Contacts

[See full pricing details](https://www.softwareadvice.com/sms-survey/ez-texting-profile/#pricing-and-plans)

### Product: ChorusCX

[ChorusCX](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

5.0

[(1)](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ChorusCX Workforce Optimization is a cloud-based service designed to enhance employee performance and efficiency, delivering contact center analytical solutions that support workforce optimization, interaction recording, and engagement. Encore offers a variety of options to record customer interactions; gain insights into the content and results of interactions; use those insights for quality management to improve performance; and create staff schedules that allow for the achievement of service-level objectives, via workforce management software.... [Read more](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/)

### Best rated features:

Multi-Screen Recording

5.0

Audio Capture

5.0

Screen Capture

5.0

Backup and Recovery

5.0

### Worst rated features:

File Sharing

4.0

Annotations

4.0

Collaboration Tools

4.0

[See all features](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/#key-features)

### Product: Salesforce Service Cloud

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(825)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

File Sharing

5.0

Proactive Chat

5.0

Inventory Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

### Product: Kangaroo

[Kangaroo](https://www.softwareadvice.com/contest/kangaroo-profile/)

4.85

[(255)](https://www.softwareadvice.com/contest/kangaroo-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Kangaroo is a cloud-based loyalty and marketing management platform designed for retail businesses of all sizes that offers membership management, corporate memberships, gift cards, loyalty management, and analytics within a suite. Kangaroo loyalty program management program, allows users to reward customers based on their visits or spending. Customers can earn and redeem reward points by scanning a QR code from the Kangaroo app. Users can also award points to customers who purchase specific items. Kangaroo's loyalty marketing program empowers users to design targeted campaigns based on customer tags such as location and monthly spending. The solution also allows users to send messages to customers nearby the shops based on their geographical location. With the help of an analytical dashboard to track key customer metrics, users gain an understanding of customers' shopping behavior and are better equipped in making decisions regarding customer handling practices.... [Read more](https://www.softwareadvice.com/contest/kangaroo-profile/)

### Best rated features:

Customer History

5.0

Customizable Questions

5.0

Customizable Fields

5.0

Social Marketing

5.0

### Worst rated features:

Segmentation

2.5

Contact Database

3.7

[See all features](https://www.softwareadvice.com/contest/kangaroo-profile/#key-features)

### Core

$79.00/month

The Core Plan is perfect for small businesses ready to launch their first loyalty program. It includes all the essential features like point-based rewards, redemptions, and basic integrations — everything you need to start engaging customers and driving repeat visits. No tech skills required. Includes a 30-day free trial so you can test it risk-free and see results fast. Simple, powerful, and designed to grow customer retention from day one.... [Read more](https://www.softwareadvice.com/contest/kangaroo-profile/#pricing-and-plans)

### Plus

$199.00/month

The Plus Plan is built for growing brands that want more than just loyalty — it’s your all-in-one toolkit for acquiring, engaging, and retaining customers. Unlock powerful features like referral programs, marketing automation, and audience segmentation to drive deeper connections and faster growth. Ideal for businesses expanding across multiple locations or sales channels. Includes a 30-day free trial so you can explore the impact risk-free and start scaling smarter.... [Read more](https://www.softwareadvice.com/contest/kangaroo-profile/#pricing-and-plans)

### Elite

$399.00/month

The Elite Plan is designed for established brands that need full control and flexibility. Get access to advanced features like white-labeling, custom branding, API integrations, AI-powered campaigns, and deep analytics — all tailored to support complex, multi-location operations. Ideal for businesses that demand a fully customized, seamless loyalty experience across every customer touchpoint.... [Read more](https://www.softwareadvice.com/contest/kangaroo-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/contest/kangaroo-profile/#pricing-and-plans)

### Product: Birdeye

[Birdeye](https://www.softwareadvice.com/online-payment/birdeye-profile/)

4.68

[(704)](https://www.softwareadvice.com/online-payment/birdeye-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. AI Coworkers → Do the Jobs Jay (marketing), Robin (operations), and Myna (customer experience) own the work across your locations — from AI search visibility, reviews, listings, and social, to front desk and appointment booking, to surveys, ticketing, and insights. You're not buying features. You're adding AI staff to every location. So the work gets done at every location — without stretching your team thinner. Agents → Do the Work Each coworker employs multiple agents that work together to complete a job. The way those agents work is what makes us different. Most software tells you what's happening; our agents decide what to do — and do it, with your approval. They consolidate every signal across every location, whether it lives in Birdeye or one of your 3,000+ integrations; reason with your brand voice and industry context; and act — together — to drive the outcome. So one review, one campaign, one missed call becomes a finished outcome, not a task sitting in a dashboard. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale.... [Read more](https://www.softwareadvice.com/online-payment/birdeye-profile/)

### What users love

-   Centralized review collection tools
-   Responsive and knowledgeable assistance
-   User-friendly and intuitive interface

### To take in mind

-   Expensive for small businesses
-   Inconsistent service and follow-up
-   Difficult contract termination process

### Best rated features:

Text Analysis

5.0

Campaign Analytics

5.0

For Sales/Marketing

5.0

Survey/Poll Management

5.0

### Worst rated features:

Audience Targeting

3.0

[See all features](https://www.softwareadvice.com/online-payment/birdeye-profile/#key-features)

### Starter

Custom

Pricing available upon request

### Growth

Custom

Pricing available upon request

### Dominate

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/online-payment/birdeye-profile/#pricing-and-plans)

### Product: LiveAgent

[LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)

4.67

[(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/)

### What users love

-   Unified customer service platform
-   Real-time chat for support
-   Intuitive and simple navigation

### To take in mind

-   Complex and limited email handling
-   Outdated and cluttered interface design
-   Limited and outdated mobile experience

### Best rated features:

Corrective and Preventive Actions (CAPA)

5.0

Drag & Drop

5.0

Transfers/Routing

5.0

Issue Tracking

5.0

### Worst rated features:

Audit Trail

1.0

Multi-Channel Management

2.0

[See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features)

### Small

$15.00/month

$15 agent/month (billed annually) — $19 agent/month (billed monthly)

### Medium

$29.00/month

$29 agent/month (billed annually) — $35 agent/month (billed monthly)

### Large

$49.00/month

$49 agent/month (billed annually) — $59 agent/month (billed monthly)

[See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans)

### Product: Creatio CRM

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.74

[(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/)

### Best rated features:

Task Management

5.0

Calendar Sync

5.0

ROI Tracking

5.0

Conversion Tracking

5.0

### Worst rated features:

Surveys & Feedback

3.0

Live Chat

3.0

Activity/News Feed

4.0

[See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features)

### Product: Influitive

[Influitive](https://www.softwareadvice.com/marketing/advocatehub-profile/)

4.70

[(247)](https://www.softwareadvice.com/marketing/advocatehub-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Influitive is an engagement and advocacy software that helps organizations manage a group of "on-demand" advocates. Influitive AdvocateHub’s features include engagement of advocates with targets and interactive challenges, exclusivity, recognition and rewards, building a community and experience, referral engine, track and measure, integration and campaign management. Influitive provides customized challenges to advocates on their preferences, demography and past behavior. These challenges educate advocates, collect feedback, share NPS surveys and give them a mission to complete. Its community-building feature helps advocates in creating profiles and allows them to share, collaborate and plan meetups with other people in the network. In addition, Influitive AdvocateHub integrates with customer relationship management (CRM), marketing automation and reference program integrations such as Salesforce, Marketo, HubSpot, Gravy, Zapire, and TrustRadius. Influitive is available as an iOS and Android application.... [Read more](https://www.softwareadvice.com/marketing/advocatehub-profile/)

### Best rated features:

Event Triggered Actions

5.0

Reporting & Statistics

5.0

Campaign Management

5.0

Event Management

5.0

### Worst rated features:

Single Sign On

3.0

[See all features](https://www.softwareadvice.com/marketing/advocatehub-profile/#key-features)

### Product: Aligned

[Aligned](https://www.softwareadvice.com/crm/aligned-profile/)

4.94

[(47)](https://www.softwareadvice.com/crm/aligned-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Aligned's digital sales room simplifies complex deals, engages buyers, and reduces time-to-value for sales teams. All customer communication, processes, content, and tools are all centralized in Aligned so that users no longer have to chase emails week after week.... [Read more](https://www.softwareadvice.com/crm/aligned-profile/)

### Best rated features:

Collaboration Tools

5.0

Project Management

5.0

Sales Onboarding & Training

5.0

Customer Segmentation

5.0

### Worst rated features:

Real-Time Updates

4.0

[See all features](https://www.softwareadvice.com/crm/aligned-profile/#key-features)

### Product: Typeform

[Typeform](https://www.softwareadvice.com/hr/typeform-profile/)

4.66

[(972)](https://www.softwareadvice.com/hr/typeform-profile/reviews/)

Best for:Customizable Questions

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Typeform’s form builder helps you create beautiful, conversational forms without needing design or technical skills. Get started with help from Typeform AI or build from scratch. Brand Kits let you instantly apply your logo, colors, and typography, while Conditional Logic shapes each person’s journey based on their answers. Typeform AI can generate questions, refine wording, or help structure complex logic for you, making the entire process faster and more effective. Once your form is live, you can connect it to your workflow—sending responses to tools like Google Sheets, Slack, HubSpot, or your CRM—and use Results Summary or Smart Insights to understand patterns instantly. More than just collecting data, Typeform takes action. Move from simple forms to AI-powered workflows that transform insights into impact.... [Read more](https://www.softwareadvice.com/hr/typeform-profile/)

### What users love

-   Engaging and customizable forms
-   Intuitive experience for all users
-   Dynamic and interactive surveys

### To take in mind

-   Expensive for small users
-   Limited and clunky export tools
-   Key features locked behind paywall

### Best rated features:

Pipeline Management

5.0

Text Fields

5.0

Lead Generation

5.0

Email Distribution

5.0

### Worst rated features:

Abbreviation Detection

3.0

Communication Management

4.0

Panel Management

4.0

[See all features](https://www.softwareadvice.com/hr/typeform-profile/#key-features)

### Basic

$39.00/month

Created for everyone: Create interactive AI forms that connect to your workflow

### Plus

$79.00/month

Created for all teams: Make your AI forms more beautiful and on-brand

### Business

$129.00/month

Created for all teams: Analyze performance with AI and do more with your data

[See full pricing details](https://www.softwareadvice.com/hr/typeform-profile/#pricing-and-plans)

### Product: ChurnZero

[ChurnZero](https://www.softwareadvice.com/crm/churnzero-profile/)

4.73

[(129)](https://www.softwareadvice.com/crm/churnzero-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content. Key features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services. ChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.... [Read more](https://www.softwareadvice.com/crm/churnzero-profile/)

### Best rated features:

Activity Tracking

5.0

Onboarding

5.0

Alerts/Notifications

5.0

Account Management

5.0

### Worst rated features:

Email Marketing

3.7

Communication Management

3.7

Text Analysis

3.8

[See all features](https://www.softwareadvice.com/crm/churnzero-profile/#key-features)

### Product: EngageBay CRM

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.65

[(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable and feature-rich plans
-   Intuitive and user-friendly interface

### To take in mind

-   Email deliverability and limitations
-   Limited reporting and analytics depth

### Best rated features:

Responsive Web Design

5.0

Multi-Campaign

5.0

Customer Engagement

5.0

Service Level Agreement (SLA) Management

5.0

[See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features)

### Product: monday CRM

[monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/)

4.69

[(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/)

### What users love

-   User-friendly and intuitive interface
-   Highly customizable workflow management
-   Efficient client relationship tracking

### To take in mind

-   Expensive for small teams

### Best rated features:

Opportunity Management

5.0

Lead Scoring

5.0

Prioritization

5.0

Project Management

5.0

### Worst rated features:

Dashboard

2.0

Meeting Management

3.0

Campaign Management

3.0

Data Security

3.5

[See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features)

### Basic

$12.00/month

### Standard

$17.00/month

### Pro

$28.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans)

### Product: Hiver

[Hiver](https://www.softwareadvice.com/crm/hiver-profile/)

4.68

[(148)](https://www.softwareadvice.com/crm/hiver-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Hiver in Gmail transforms Gmail into a full-fledged, AI-powered helpdesk. It is built for teams that want to run customer operations from Google Workspace. Hiver Omni is an omnichannel customer service platform with native AI features. It brings together email, live chat, Slack, voice, customer portals, and other channels in a single workspace. Both Hiver products were designed for teams that have complex support operations - the kind of support interactions that span multiple teams - product, customer success, finance and require context from different external systems such as your CRM, Jira, or NetSuite. 10,000+ teams across the globe trust Hiver with their support function - the likes of Gusto, Flexport, Bynder, and Ping Identity. The platform is built with enterprise-grade security (SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant). Some of Hiver’s key features include - AI Agents - Hiver’s AI Agents can independently resolve customer conversations end-to-end. It can pull context from multiple systems, executing multi-step workflows, and making judgment calls based on account-specific information. When a request exceeds what an AI Agent can resolve, it hands off the full context to a human. AI Copilot - Once an agent is in a conversation, Copilot works alongside them like a coworker. It surfaces relevant context from past interactions and company knowledge, drafts replies based on the full conversation history, and reviews responses for tone and completeness before they go out. AI QA - AI QA automatically reviews all agent responses against set quality parameters you define such as tone, accuracy, completeness, process adherence. This way, managers get a consistent, data-driven view of where quality is strong, where it is slipping, and which agents need coaching. AI Knowledge Management - Hiver's AI keeps your knowledge base fresh and updated without the manual upkeep. It scans incoming tickets and figures out if there’s a gap in your knowledge base. Based on the gaps, it suggests new articles and can even go ahead and draft a version for you. Essentially, think of it like a system that maintains itself. Cross-team collaboration features - Loop in teammates with internal notes or work together on shared drafts, initiate Slack messages, link Jira issues, create ClickUp tasks, and log cases in Salesforce, all without leaving the conversation. Every handoff keeps the full context intact. Analytics and reporting - Hiver lets you track response times, SLA compliance, and individual agent performance without leaving Gmail. Filter by customer tier, client, domain, or any custom field your team uses. Workflow automation with a visual builder - You can build automations that go beyond fixed rules. AI reads the context of each conversation, assigns it to the right agent, and extracts key details like order IDs or invoice numbers. Those details can then trigger downstream actions or update records in connected tools like Salesforce or Jira, without anyone doing it manually.... [Read more](https://www.softwareadvice.com/crm/hiver-profile/)

### Best rated features:

Issue Tracking

5.0

Shared Inboxes

5.0

SSL Security

5.0

Reporting/Analytics

5.0

[See all features](https://www.softwareadvice.com/crm/hiver-profile/#key-features)

### FREE

$0.00/month

For teams just getting started with customer service.

### GROWTH

$25.00/month

Ideal for small teams to deliver effortless, multi-channel support.

### PRO

$55.00/month

For teams looking transform their support with advanced features

[See full pricing details](https://www.softwareadvice.com/crm/hiver-profile/#pricing-and-plans)

### Product: LearnUpon

[LearnUpon](https://www.softwareadvice.com/lms/learnupon-profile/)

4.74

[(140)](https://www.softwareadvice.com/lms/learnupon-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LearnUpon’s Agentic Learning Platform is the LMS of the future, built to elevate human capability in the AI era. By pairing human ingenuity with specialized AI agents, our platform automates heavy administrative workflows to deliver hyper-personalized learning experiences, empowering learning leaders to recapture energy and elevate strategic impact. LearnUpon offers a set of features designed to deliver fast and efficient training through an intuitive platform. The platform's course creation feature allows users to design personalized learning content tailored to the learners' needs and preferences. The training delivery feature supports on-demand training, while also collecting feedback from learners to foster continuous improvement. LearnUpon is focused on learner engagement, offering a solution that is hyper-focused on enhancing the overall learner experience through interactive methods. LearnUpon's AI-based features enable organizations to transform learning programs by leveraging intelligent automation and personalization. With LearnUpon's generative AI tools, users can rapidly create engaging course content, including summaries, exams, scripts, images, and videos, transforming the course creation process from weeks to seconds. The platform enhances learning experiences through interactive bots acting as coaches and personalized assessments that promote critical thinking and reflection among learners. By offering personalized learning journeys based on individual interests and needs, LearnUpon's AI capabilities enable organizations to scale their training efforts User management features within LearnUpon can be used to automate tasks such as user creation and enrollments. Additionally, LearnUpon's portal allows users to create unique training environments personalized for different audiences, all from a single centralized location. With its built-in reporting tools, integrations for enhanced automation, and a user-centric approach to building engaging training programs, LearnUpon equips organizations with a sophisticated yet user-friendly solution for their training needs.... [Read more](https://www.softwareadvice.com/lms/learnupon-profile/)

### Best rated features:

Enrollment Confirmation

5.0

Synchronous Learning

5.0

Blended Learning

5.0

Social Learning

5.0

[See all features](https://www.softwareadvice.com/lms/learnupon-profile/#key-features)

### Product: XM for Customer Experience

[XM for Customer Experience](https://www.softwareadvice.com/customer-experience/customer-frontlines-profile/)

4.64

[(255)](https://www.softwareadvice.com/customer-experience/customer-frontlines-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Qualtrics CustomerXM is a cloud-based customer experience management system that helps small to large sized businesses monitor customer interactions and forecast purchase behavior. Its key features include net promoter score (NPS) tracking, audience segmentation, communication management and survey design. The application comes with a digital CX feature that lets marketers launch surveys, collect feedback and share reviews on social media channels. Supervisors can assign teams or individuals role-based permissions and provide access to resources. Further, the solution assists team members with collaboration, scheduling and task assignment. Qualtrics CustomerXM integrates with third-party platforms such as SAP, Salesforce and JIRA. The solution comes with a mobile application for iOS and Android. Support is provided via phone, chat and email and pricing is available on request.... [Read more](https://www.softwareadvice.com/customer-experience/customer-frontlines-profile/)

### Best rated features:

Support Ticket Tracking

5.0

Behavioral Analytics

5.0

Customizable Fields

5.0

Multi-Channel Data Collection

5.0

### Worst rated features:

Segmentation

2.0

[See all features](https://www.softwareadvice.com/customer-experience/customer-frontlines-profile/#key-features)

### Basic

$1,500.00/year

[See full pricing details](https://www.softwareadvice.com/customer-experience/customer-frontlines-profile/#pricing-and-plans)

### Product: LaunchNotes

[LaunchNotes](https://www.softwareadvice.com/marketing/launchnotes-profile/)

4.92

[(25)](https://www.softwareadvice.com/marketing/launchnotes-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Clear. Strategic. Impactful release notes and product communications. Trusted by leading organizations like Square, CoreLogic, LangChain, and SpotOn, LaunchNotes helps companies streamline how they communicate product changes—internally and externally. Built for CPOs, CTOs, and product-led teams, LaunchNotes centralizes release notes, product roadmaps, customer feedback, and feature announcements into a single, scalable platform. Whether you're supporting multiple product lines or aligning Sales, Support, and Marketing, LaunchNotes ensures every update reaches the right audience—at the right time, through the right channels. Companies use LaunchNotes to accelerate feature adoption, increase organizational alignment, and reduce time-to-communication—from code complete to customer awareness. LaunchNotes powers modern release communications for enterprise teams across industries, helping them turn product momentum into real business growth. For Product:  Accelerate product development cycles, boost post-release engagement, and gather real-time feedback from customers and stakeholders at scale. Turn feedback into actionable ideas, prioritize effectively, and maintain transparent communication throughout the product lifecycle. Share external and internal roadmaps to keep everyone aligned, ensuring product changes drive meaningful customer engagement and business outcomes. For Marketing:  Drive higher customer engagement with impactful release communications. Use a dedicated product announcements page and multi-channel distribution - email, Slack, RSS, HubSpot - to showcase product updates and release momentum, turning product changes into compelling stories and a growth driver. For Operations:   Streamline feedback collection, tracking, and analysis to support your product team. Keep internal stakeholders informed with timely updates via private roadmaps and release notes. Ensure projects stay on time and under budget while empowering product marketing teams with tools to create high-quality release communications. For Success:   Enhance customer satisfaction by delivering real-time feedback to product teams and advocating for features customers need most. Improve retention and account value by keeping customers informed about the updates that matter to them, fostering trust and loyalty.... [Read more](https://www.softwareadvice.com/marketing/launchnotes-profile/)

### Best rated features:

Reporting/Analytics

5.0

Communication Management

5.0

Feedback Management

5.0

Task Management

4.8

### Worst rated features:

Gamification

2.0

Live Chat

3.0

Campaign Management

4.0

Audience Targeting

4.0

[See all features](https://www.softwareadvice.com/marketing/launchnotes-profile/#key-features)

### Product: Survicate

[Survicate](https://www.softwareadvice.com/product/31821-Survicate/)

4.63

[(99)](https://www.softwareadvice.com/product/31821-Survicate/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Survicate is the complete customer feedback platform that helps you gather continuous insights at scale and act on them with confidence. With advanced analysis tools, AI-powered insights, and 360-view customizable dashboards, Survicate helps you turn raw feedback into actionable strategies that boost customer satisfaction, reduce churn, refine products, and sharpen marketing efforts. Connect Survicate seamlessly with various native integrations and act on the collected insights instantly. Key features include: - Run highly targeted surveys via email, link, website, in-product, and mobile apps - Connect 40+ native integrations, like HubSpot, Braze, Slack, Salesforce, and more - Visualize real-time data with customizable Dashboards & widgets - Analyze & categorize feedback & sentiment faster with the AI-powered Insights Hub - Instantly uncover trends and customer needs with the Research Assistant AI chat - Collect feedback in multiple languages to automatically reach a global audience Common use cases include: - Identify feature requests, uncover usability issues, and validate ideas directly with users. Prioritize roadmaps based on real feedback gathered via in-product, mobile, and web surveys. - Run post-interaction CSAT and NPS® surveys to understand customer satisfaction and improve performance. Spot detractors early and respond before they churn. - Collect insights to improve messaging, conversion, and brand positioning. Test landing page effectiveness or campaign recall with targeted surveys & analyze results quickly with AI. Then, connect with 40+ native integrations to automate workflows & personalize communications effortlessly. - Understand user experience inside mobile & web apps. Catch negative feedback before it hits review sites by triggering contextual surveys based on app behavior​​. Aggregate reviews from external sites and easily categorize, extract insights, and analyze with AI. - Reach audiences in multiple languages through multilingual surveys with personalized logic. Capture consistent feedback globally while centralizing data for efficient analysis. - Use the AI-powered Research Assistant to summarize qualitative responses and trends at scale. Run continuous research with targeted surveys and surface unexpected insights through the Insights Hub​.... [Read more](https://www.softwareadvice.com/product/31821-Survicate/)

### Best rated features:

Review Monitoring

5.0

Campaign Management

5.0

Generative AI

5.0

Real-Time Notifications

5.0

### Worst rated features:

Survey/Poll Management

3.0

[See all features](https://www.softwareadvice.com/product/31821-Survicate/#key-features)

### Free

$0.00

For beginners just starting to collect feedback. No strings attached. ✔️ AI survey creator ✔️ Survey templates ✔️ Collecting feedback across email, link, and web surveys ✔️ Up to 25 responses per month ✔️ 1 active survey at a time ✔️ Basic CRM integrations, like HubSpot & Intercom ✔️ 30-day data retention ✔️ Survey limits: 300 responses per survey, 1,000 responses per organization... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Starter

$79.00/month

For short-term projects or testing and experimenting with feedback. ✔️ 2 active surveys ✔️ Unlimited responses with overage charges ✔️ Add your company logo ✔️ Build a brand theme library ✔️ Custom intro and thank-you screens ✔️ Survey-level analytics ✔️ Export raw data and visual reports ✔️ AI survey answers categorization ✔️ AI Research Assistant chat ✔️ Talk with a human in less than 5 min ✔️ Book office hours with Customer Success... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Growth

$49.00/month

For teams running regular customer feedback programs. ✔️ Unlimited active surveys ✔️ Recurring surveys ✔️ Static Feedback Button ✔️ Manage survey frequency and throttling ✔️ Recall respondent and answer data ✔️ Multilingual surveys ✔️ Target by session behavior, attributes, cookies ✔️ Retarget based on previous responses ✔️ AI sentiment analysis ✔️ Insights Hub ✔️ Categorize feedback from App Store, Play Store and Google Business Reviews into topics ✔️ Question-level topic categorization with AI ✔️ 10 user seats ✔️ Manage roles & permissions ✔️ Hide Survicate branding... [Read more](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/product/31821-Survicate/#pricing-and-plans)

### Product: GoSquared

[GoSquared](https://www.softwareadvice.com/crm/gosquared-profile/)

4.85

[(27)](https://www.softwareadvice.com/crm/gosquared-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Award-winning software for subscription businesses to manage the full lifecycle of their customers. The platform offers advanced analytics and multi-channel messaging to better understand, segment and engage with customers. It offers intuitive real-time web analytic dashboards to better understand web traffic for customer acquisition. GoSquared also provides intelligent live chat software to capture more of that traffic to sign-ups. Pricing is based on a monthly subscription and support is extended via live chat, email, phone and documentation.... [Read more](https://www.softwareadvice.com/crm/gosquared-profile/)

### Best rated features:

Reporting/Analytics

1.0

Interaction Tracking

1.0

Contact Management

1.0

Lead Management

1.0

### Worst rated features:

Email Marketing

1.0

Internal Chat Integration

1.0

Mobile Access

1.0

Referral Tracking

1.0

[See all features](https://www.softwareadvice.com/crm/gosquared-profile/#key-features)

### Engage

$0.00

This is the GoSquared free tier. Users can upgrade at any time. Pricing will then depend on the selected product(s), features, and usage volume.... [Read more](https://www.softwareadvice.com/crm/gosquared-profile/#pricing-and-plans)

### Web Analytics

$9.00/month

All Web Analytics plans offer the same features. Pricing varies based on the number of pageviews & projects.... [Read more](https://www.softwareadvice.com/crm/gosquared-profile/#pricing-and-plans)

### Live Chat for Sales

$29.00/month

All Live Chat for Sales plans offer the same features. Pricing varies based on the number of seats/users.... [Read more](https://www.softwareadvice.com/crm/gosquared-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/gosquared-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/crm/customer-engagement-comparison/?page=2)[3](https://www.softwareadvice.com/crm/customer-engagement-comparison/?page=3)[4](https://www.softwareadvice.com/crm/customer-engagement-comparison/?page=4)[5](https://www.softwareadvice.com/crm/customer-engagement-comparison/?page=5)

...

[25](https://www.softwareadvice.com/crm/customer-engagement-comparison/?page=25)

## Popular Comparisons

[

Pipedrive vs Zoho CRM

](https://www.softwareadvice.com/crm/pipedrive-profile/vs/zoho-crm/)[

LiveAgent vs Zendesk Suite

](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[

Text Request vs Viber

](https://www.softwareadvice.com/internal-communications/text-request-profile/vs/viber/)[

LiveChat vs Freshdesk

](https://www.softwareadvice.com/crm/freshdesk-profile/vs/livechat/)[

Intercom vs Zoho Desk

](https://www.softwareadvice.com/crm/intercom-profile/vs/zoho-desk/)

## Your Guide to Top Customer Engagement Software, July 2025

Software Advice uses reviews from real software users to highlight the top-rated Customer Engagement products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Braze](https://www.softwareadvice.com/email-marketing/appboy-profile/)
-   [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)
-   [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)
-   [Freshdesk](https://www.softwareadvice.com/crm/freshdesk-profile/)
-   [Front](https://www.softwareadvice.com/crm/front-profile/)
-   [Genesys Cloud CX](https://www.softwareadvice.com/call-center/genesys-contact-centre-profile/)
-   [Kangaroo](https://www.softwareadvice.com/contest/kangaroo-profile/)
-   [Kenyt AI Agents](https://www.softwareadvice.com/crm/kenyt-ai-profile/)
-   [Kustomer](https://www.softwareadvice.com/customer-experience/kustomer-profile/)
-   [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)
-   [LiveChat](https://www.softwareadvice.com/help-desk/livechat-profile/)
-   [Lucky Orange](https://www.softwareadvice.com/bi/lucky-orange-profile/)
-   [Messente](https://www.softwareadvice.com/sms-marketing/messente-profile/)
-   [Mteja](https://www.softwareadvice.com/product/514162-Mteja/)
-   [Nextiva Contact Center](https://www.softwareadvice.com/product/20035-Nextiva-Call-Center/)
-   [OneSignal](https://www.softwareadvice.com/crm/onesignal-profile/)
-   [Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)
-   [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)
-   [Text Request](https://www.softwareadvice.com/internal-communications/text-request-profile/)
-   [Tiledesk](https://www.softwareadvice.com/live-chat/tile-desk-profile/)
-   [UJET](https://www.softwareadvice.com/telemarketing/ujet-profile/)
-   [Viber](https://www.softwareadvice.com/customer-communications-mngt/viber-profile/)
-   [Zoho Campaigns](https://www.softwareadvice.com/marketing/zoho-campaigns-profile/)
-   [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)
-   [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

As a marketer, you might already be using tools such as customer relationship management (CRM) software to track customer interactions with your company. But if you have a large number of digital touch points (websites, social media sites, phone calls, email, and live chat) the data you collect from your customers will be siloed. This can lead to inefficient decision-making processes, data duplication, and difficulty in collaboration between departments, which will limit your ability to entirely engage and satisfy your client.

Customer data software can help you overcome data silos and centralize customer data, giving you a 360-degree view of your customers. This tool integrates all customer data from multiple sources, and organizes it to create a single customer database.

This database can then be used by other marketing tools such as email marketing, marketing automation software, campaign management software, content marketing software, and customer analytics software to provide a more personalized and effective customer experience.

In this buyers guide, we’ll go through the features, benefits, and market trends related to customer data software to understand the tool and its capability better.

Here’s what we'll cover:

-   [What is customer data software?](#Whatiscustomerdatasoftware)
    
-   [Common features of customer data software](#Commonfeaturesofcustomerdatasoftware)
    
-   [What type of buyer are you?](#Whattypeofbuyerareyou)
    
-   [Benefits of customer data software](#Benefitsofcustomerdatasoftware)
    
-   [Key considerations](#Keyconsiderations)
    
-   [Market trend to understand](#Markettrendtounderstand)
    

## What is customer data software?

Customer data software is a platform that collects and organizes customer data from multiple sources such as customer relationship management software, websites, social media, transactional data, and ecommerce behavioral data. The software creates a single, complete view of each customer that can be accessed by other systems to track, analyze, and manage customer interactions.

Key capabilities of a customer data platform include:

-   Connects all tools that marketers use such as emails, analytics, CRM software, ecommerce, and social sites and provides a single source of data around customers.
    
-   Manages customer privacy and data rights by controlling the flow of data between different marketing systems.
    
-   Organizes data by customer demographics, audience segments, and other parameters to be used across marketing platforms and channels.
    

_Real-time analytics in_ [Segment Software](https://www.softwareadvice.com/product-data-management/segment-profile/) _(_[Source](https://www.softwareadvice.com/product-data-management/segment-profile/)_)_

## Common features of customer data software

Most customer data platforms generally have the following features:

**Customer segmentation**

Divide customers into groups based on common characteristics so you can market to each group effectively and appropriately. The segmenting can be according to a number of factors such as industry, location, or products previously purchased.

**Audience targeting**

Target audiences by segmenting them into different criteria which may include age, gender, income, location, or interests. This helps in delivering more personalised and optimized experiences based on customers needs and interests.

**Behavior tracking**

Use previous online user activity such as pages visited, content viewed, searches, clicks, and purchases to gain insight into their browsing habits. Customer behavior tracking can be used to target interest-based advertising or online behavioral advertising.

**Customer profiles**

Create buyer personas or user profiles by segmenting customers sharing similar goals and characteristics. Each group is given a representative with a photo, a name, and a description.

[Campaign management](https://www.softwareadvice.com/marketing/campaign-management-comparison/)

Oversee the planning, execution, tracking, and analysis of a marketing initiative. This helps you to make necessary changes to attract more customers and achieve the campaign's goals.

**Multi-channel marketing**

Interact with customers using a combination of indirect and direct communication channels. This includes websites, search engines, social media, email, mobile, promotional events, and conventional storefronts.

**Real-time analytics**

Analyze the data captured from customers to help you to create trusted customer profiles and evidence-driven segmentation.

**Engagement tracking**

Track how actively your audience is involved with your content to determine the effectiveness of your brand campaigns.

[Email tracking](https://www.softwareadvice.com/category/4728-email-tracking/)

Monitor the delivery of email messages to your prospects and customers. It allows you to monitor opens and clicks of emails, and check other metrics to improve the quality and efficiency of email marketing campaigns.

## What type of buyer are you?

Before purchasing a customer data platform, you should assess what kind of a buyer you are. The majority of buyers fall into these categories:

-   **Business-to-business (B2B) buyers:** Buyers in this category have businesses and companies as their customers. Their sales cycle is lengthy and can be complicated as it involves multiple marketing departments or touch points. It is important for such buyers to organize customer information from various touch points into one central database. They should opt for a tool with account-based marketing that maps leads to accounts and integrates with sales tools. Compiling data from all marketing, sales, and third-party sources will help such users to identify customers, create buyer segments, deliver targeted content, and deliver one-on-one marketing campaigns.
    
-   **Business-to-customer (B2C) buyers:** Buyers in this category cater to individual consumers and generally have a shorter sales cycle than B2B enterprises. They should opt for a tool that allows organizations to interpret customer data to create effective personalized experiences. The software should be able to collect and unify all customer-related data across online and offline touch points and provide a 360-degree view of a single customer. This will help marketers to manage the fragmented data across channels, optimize multi-channel marketing, and deliver a tailored customer experience.
    

## Benefits of customer data software

Below is a comprehensive list of benefits you can expect from customer data software:

-   **Increased revenue:** The 360-degree customer database created by a customer data platform allows you to deliver well-targeted marketing to people with the right message and via the right channel. By analyzing the characteristics and behaviour of your customers, and segmenting them into groups within the platform, you can optimize customer acquisition, improve customer retention, and provide customized experiences, which in turn increases customer revenue.
    
-   **Campaign optimization:** By implementing a customer data platform, you can gain insights into the efficiency and outcomes of marketing campaigns. The analysis and insights will help you solve problems such as mismatched content for a certain target audience and high advertising spend in the wrong channels. By gaining insights into previous campaigns, you will be able to improve the promotion of your products/services in the future.
    
-   **Compliance:** Keeping customer data secure is essential for every business. Customer data software helps keep this data secured by pulling it from multiple sources to a single, secure platform. Features such as control permissions for data use, and contact data anonymization will help you comply with data privacy and security regulations such as General Data Protection Regulation Act (GDPR), and California’s Consumer Privacy Act (CCPA).
    
-   **Better understanding of consumer behaviour:** A 360-degree view of your customer will allow you to understand every part of the customer journey and their behaviour during product purchase and transactions. The platform stores all relevant information coming from multiple sources (shipping, orders, reviews, complaints, and interactions) which can be used by the sales and marketing team to understand their consumers and strategically promote products and services to the right people, at the right time, and in the right place.
    

## Key Considerations:

-   **Integration with other systems:** Since the main function of customer data software is to collect data from different sources and touch points to create a complete view of a customer’s journey, their attributes, and their data in a single customer database, it is necessary that the software you choose integrates with any tool that your marketing and sales team currently uses. This can include CRM software, email marketing tools, web forms, and social media websites, and other offline channels.
    
-   **Scalability:** Consumers create volumes of data and digital footprints before purchasing a product. The data generated can be transactional data, ad impressions, purchases, product usage, inquiries, and so on. To get a 360-degree view of the customer, the customer data software you choose should be able to pull customer data from a large number of sources, and grow with your business as your customer base grows.
    

## Market trend to understand

**Customer data platforms with artificial intelligence(AI) capabilities will make marketing more efficient:** Artificial intelligence capabilities can help accelerate marketing goals. For example, AI can identify customers who are unlikely to convert and exclude them from campaigns, saving resources for higher-value customers. Using this technology, predictive models can be created that can generate actionable insights and understand which customers will buy the most. This enables marketers to make intelligent recommendations, and personalized customer experiences along with upselling or cross selling their products.

Realizing the benefits of [AI-powered customer data platforms](https://www.globenewswire.com/en/news-release/2020/06/01/2041535/0/en/Customer-Data-Platform-Market-to-Reach-USD-4-364-7-Million-by-2027-Rising-Efforts-for-Building-AI-Powered-Organizations-to-Promote-Growth-states-Fortune-Business-Insights.html), customer data software vendors are adopting the technology in order to help users automate the process of collecting data from various touch points and helping reveal the relationships between customers and their journeys.

**_Note:_** _The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication._

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