Customer Engagement Platform

Customer engagement platforms encompass a variety of applications and, depending on the product being offered, can include considerably different features. But the common thread tying all customer engagement solutions together is an emphasis on personalizing interactions throughout the entire customer lifecycle.

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The top products as rated by users. When reviewing a product, users are asked to asses the product’s overall quality, ease of use, features & functionality, customer support and value for money.

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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.
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Showing 1 - 20 of 671 products
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Showing 1 - 20 of 671 products

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses acros...Read more

126 recommendations

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere....Read more

103 recommendations

NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, m...Read more

63 recommendations

Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any custom...Read more

61 recommendations

FreeAgent CRM

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational perfo...Read more

4.65 (62 reviews)

31 recommendations

HubSpot Sales Hub

Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Op...Read more

27 recommendations

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. ...Read more

19 recommendations

SalesNOW

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including co...Read more

4.62 (74 reviews)

18 recommendations

Ontraport

Ontraport provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing,...Read more

4.15 (65 reviews)

14 recommendations

Top Producer Systems

Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. ...Read more

13 recommendations

Software pricing tips

Read our Customer Engagement Platforms Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximi...Read more

10 recommendations

BenchmarkONE

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Benchmar...Read more

9 recommendations

SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wiz...Read more

9 recommendations

Copper

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, ...Read more

8 recommendations

Claritysoft

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM wi...Read more

4.45 (88 reviews)

7 recommendations

LeadMaster

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship ...Read more

4.10 (36 reviews)

7 recommendations

CreamSoda

CreamSoda is a CRM tool built for B2B sellers and buyers. This solution provides tracking and notification tools to streamline the shipping process for sellers. Product buyers can also use CreamSoda to identify the best prices,...Read more

No reviews yet

6 recommendations

iHomefinder

iHomefinder is a CRM and marketing solution designed for real estate agents, teams, and brokerages. With marketing automation tools, this solution enables real estate agents to save time while generating business leads. iHomefi...Read more

5.00 (5 reviews)

5 recommendations

TeamSupport

TeamSupport is a business-to-business (B2B) support software solution designed to help companies resolve individual tickets while building stronger customer relationships. The solution goes beyond ticket management to streamlin...Read more

5 recommendations

Quickbase CRM

Quick Base is an application development platform that enables people to build business applications without coding. The platform is cloud-based and accessible on any browser or mobile device. Users can build apps on Qu...Read more

5 recommendations

Popular Customer Engagement Platforms Comparisons

Buyers Guide

Last Updated: February 04, 2021

“Customer engagement” is a term that has seen increased usage in recent years, particularly in the world of customer relationship management (CRM) software. Because the concept of customer engagement is directly tied to the functionality of CRM, the terms are sometimes used interchangeably.

However, some CRM software vendors are now providing solutions with a direct focus on customer engagement—designed to foster better connections with customers and add an interactive, dynamic element to what has traditionally been a one-sided relationship. Because this shift can be confusing, we’ve developed this buyer’s guide to help prospective customer engagement buyers navigate the market.

Here’s what we’ll cover:

What Is Customer Engagement Software?
Customer Engagement and Key Business Outcomes
Benefits of Customer Engagement Software
Common Customer Engagement Software Features
Pricing: Web-Based vs. On-Premise

What Are Customer Engagement Platforms?

The emergence of customer engagement platforms marks a shift in the larger CRM market, as mobile and social media have created a wider space in which businesses and consumers can interact.

Whereas traditional CRM products have been rooted in information-gathering and the storage of basic customer data, engagement platforms change this one-sided relationship into an interaction, automating processes that involve customer participation.

Some vendors offer solutions that provide sales and support automation for issue resolution across social channels. For example, some systems integrate customer complaints on Twitter into an overall profile, allowing support agents to gain a wider view of the conversation with that customer.

Other vendors offer marketing automation systems that can adapt along with current or prospective customers—for example, by automatically updating customer segments as their behaviors and demographics change.

Customer engagement platforms encompass a variety of applications and, depending on the product being offered, can include considerably different features. But the common thread tying all customer engagement solutions together is an emphasis on personalizing interactions throughout the entire customer lifecycle.

According to Paul Greenberg, a respected author and CRM thought leader: “When it comes down to it, most of the [vendors] in this market may call themselves customer engagement companies, but [they] don't compete with each other because their products are so different … There is no definition to this emerging market yet.”

Customer Engagement and Key Business Outcomes

People make purchase decisions based on a variety of factors. Some are strictly rational (I need this item and this price is acceptable), while others are entirely emotional (I love this store so I should buy something!). Although it’s a fluid mix that varies between individuals, time and place, researchers in the field of behavioral economics have identified a few general trends that are almost always true.

For starters, highly engaged customers (i.e., those who speak highly of a company because they feel it’s trustworthy and cares about their specific needs) spend more and are more loyal. This is true in both good and bad economic times, as well as across different cultures and industries.

For example, researchers at Gallup report these industry-specific findings:

  • Retail banking: Fully engaged customers bring in 37 percent more revenue per year and maintain higher account balances.
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  • Hospitality: Fully engaged hotel guests spend 46 percent more per year.
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  • Casual dining: Fully engaged customers make 56 percent more visits per month.
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  • Consumer electronics: Fully engaged shoppers visit their preferred retailer 44 percent more often and spend nearly 30 percent more per trip. 

These numbers alone should make any business decision-maker pay attention. But in addition to these bottom-line business benefits, there are additional organizational and workflow efficiency benefits to be had when a company uses a customer engagement platform to improve engagement.

Benefits of Customer Engagement Platforms

Because customer engagement products are so diverse in the range of features offered, they also bring with them a diverse array of benefits for different types of software users. These include:

  • Multichannel customer service and support. Whereas legacy support centers have centered around a team of representatives manning the phones, customer engagement solutions in the customer service and support realm allow these representatives to not only answer calls, but also to respond to complaints on Twitter, resolve customer issues on Facebook and maintain uniform messaging across multiple channels—interacting with customers when and where it’s most convenient for them.
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  • Interactive marketing and sales automation. Some customer engagement products boast the same types of marketing and sales automation features found in traditional CRM products, including email and event marketing, Web analytics and campaign management—but with an interactive component. For example, while traditional marketing automation solutions allow users to send marketing emails, customer engagement solutions allow users to also review past customer email responses and use them to craft new messaging (in some cases, even automatically).

Common Features of Customer Engagement Platforms

Again, because customer engagement solutions are evolving, there is no uniform definition for the features a given product will include. However, a number of solutions currently packaged as customer engagement platforms do offer some of the following features:

Web self-service Allows customers to resolve problems and answer their own questions online, without assistance from support representatives. Can reduce assisted interaction time without compromising the customer experience. (In fact, Web self-service may increase satisfaction, as it can reduce issue resolution time and empower the customer to search for and retrieve exactly what they want.)
Multichannel customer support Integrates customer service and support interactions across different communication channels, particularly social media. Platforms that provide a view into all types of customer interactions at once—as opposed to email or phone interactions alone—allow support reps to easily communicate with customers in whatever way is most effective.
Social media management Creates uniform social media messaging, communications and strategy across a company. This may include social content creation and social media analytics capabilities. Whereas traditional CRM platforms have treated social media as a separate category from a company’s more traditional communication channels, customer engagement platforms tie social into the overall business model.
Customer engagement analytics Analyzes past and current customer sentiment and satisfaction data, to assist with decision-making around future customer behavior. Similar to the customer analytics features included in some traditional marketing software solutions.
Content personalization May include interactive tools that tailor content towards individual customers (as opposed to “one-size-fits-all” content creation). May also include content-monitoring capabilities, to ensure that no duplicates are sent to the same customer and that customers are only getting the number of communications that they’ve indicated they want.

Pricing: Web-Based vs. On-Premise

Pricing for these solutions is dependent on the deployment model, the number of users who need to access the software and the degree of functionality required. Deployment models include:

Web-based, or “Software-as-a-Service (SaaS).” This software is hosted in the cloud, on servers managed by the software vendor, and can be accessed by any user with an Internet connection. It is priced on either a monthly or an annual subscription fee, based on the number of users who will require access to the software. This is the most popular deployment model in the CRM and customer engagement platform markets.

On-premise. This software is hosted locally, on the buyer’s own servers. Buyers must purchase a perpetual license up front for ongoing use of the software; there is no additional subscription fee. However, users might see additional fees for upgrades, customizations or maintenance. While on-premise customer engagement platforms are not a common option, they may be the right fit for certain businesses (especially those that focus on data analytics).

Customer engagement platform pricing generally increases along with the breadth and depth of functionality the system offers. Packages on the higher end of the pricing spectrum tend to include more robust functionality, while those on the lower end more often include less functionality.

Whichever deployment model you choose, one basic rule applies: the greater the functionality of your customer engagement solution, the higher the price will be.