Find the best Customer Service Software

What is customer service software?

Customer service and support software helps customer service representatives (CSRs, or “agents”) document, route, track, resolve and report on customer issues using a trouble ticketing system. This technology is sometimes referred to as help desk software, though that term is usually applied to resolving information technology (IT) issues, specifically.
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Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more about Shape

4.88 (33 reviews)

51 recommendations

Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.38 (17505 reviews)

21 recommendations

Claritysoft CRM

FrontRunners 2022

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 withi...Read more about Claritysoft CRM

4.50 (114 reviews)

8 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 "wizard...Read more about SugarCRM

3.77 (384 reviews)

3 recommendations

Issuetrak

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be dep...Read more about Issuetrak

4.54 (172 reviews)

3 recommendations

Zendesk Suite

FrontRunners 2022

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features an...Read more about Zendesk Suite

4.39 (3291 reviews)

2 recommendations

TeamSupport

FrontRunners 2022

Specifically designed for customer-centric businesses, TeamSupport's customer support software provides you with the tools needed to fully understand and meet your customers' needs. Expanding far beyond just ticketing management...Read more about TeamSupport

4.47 (816 reviews)

2 recommendations

Really Simple Systems CRM

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more about Really Simple Systems CRM

4.44 (422 reviews)

2 recommendations

Vivantio

Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a ...Read more about Vivantio

4.29 (167 reviews)

1 recommendations

InvGate Service Desk

InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or othe...Read more about InvGate Service Desk

4.67 (94 reviews)

1 recommendations

Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more about Creatio CRM

4.76 (87 reviews)

1 recommendations

Simplify360

Simplify360 is an AI-powered customer service platform that allows users to deliver great customer support across all their modern communication channels. Simplify360 has been helping businesses deliver exceptional customer suppo...Read more about Simplify360

4.38 (13 reviews)

1 recommendations

Slack

FrontRunners 2022

Slack is a cloud-based project collaboration and team interaction tool designed to facilitate communication across organizations. The solution caters to various industries, including media, research, technology, education, financi...Read more about Slack

Wix

Wix is a cloud-based landing page solution that helps users create and manage websites. The solution provides multiple templates with video backgrounds, fonts and animation. It allows users to customize the website with their own ...Read more about Wix

Webex

FrontRunners 2022

Webex brings together Calling, Meeting and Messaging modes of collaboration into a seamless, engaging, inclusive and intelligent experience. Seamless collaboration across devices, locations and organizations • Use any computer, t...Read more about Webex

Dynamics 365

FrontRunners 2022

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offer...Read more about Dynamics 365

Freshdesk

FrontRunners 2022

Freshdesk is a cloud-based customer service software that helps businesses provide effortless service across every customer touchpoint. Freshdesk empowers businesses to monitor customer conversations across email, phone, chat, soc...Read more about Freshdesk

Zoho Desk

FrontRunners 2022

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creat...Read more about Zoho Desk

ConnectWise Control

ConnectWise Control is cloud-based operations management solution that allows technicians to perform remote support, gain remote access and run remote meetings. It acts as a meeting point for technicians and customers, enabling th...Read more about ConnectWise Control

LiveChat

FrontRunners 2022

LiveChat is an integrated chat and help desk platform that allows companies of all sizes to chat with their visitors and customers. The solution embeds into the business website from where the online visitors can communicate with ...Read more about LiveChat

Buyers Guide

Last Updated: December 08, 2022

Organizations use customer service and support software to track and manage service interactions, whether by phone, over the Web, through email, by social media or even face-to-face. However, there are hundreds of solutions on the market and selecting the best customer service software for your organization is challenging. To support you, here’s what we’ll cover in this guide:

What Is Customer Service Software?
Common Features of Customer Service Software
What Type of Buyer Are You?
Customer Service Software BuyerView Report
Benefits of Customer Service Software

What Is Customer Service & Support Software?

 

Customer service and support software helps customer service representatives (CSRs, or “agents”) document, route, track, resolve and report on customer issues using a trouble ticketing system. This technology is sometimes referred to as help desk software, though that term is usually applied to resolving information technology (IT) issues, specifically.

These solutions streamline the issue resolution process by automating many common support activities. Ultimately, they improve agent productivity and increase customer satisfaction.

PhaseWare Self Service Center
PhaseWare self service portal


Customer support management software is available as a standalone trouble ticketing system, as part of a broader customer relationship management (CRM) suite such as Salesforce.com or Microsoft Dynamics CRM, or as part of an enterprise suite from vendors like Oracle or SAP.

Some customer service support systems may be integrated with other enterprise applications. Examples include service dispatch software (to enable on-site repairs), inventory and cataloging systems (to ensure that exchange parts are in stock) and sales force automation systems (to inform sales reps of critical or chronic issues).

Common Features of Customer Service Software

Depending on the type of buyer you are, below is a list of common and useful features that are found in customer service and support solutions and online customer support software. This is not an exhaustive list but is a good place to start.

Live chat Allows CSRs to chat with customers online and automatically capture key content from those conversations in the trouble ticketing system. Many customers prefer to interact with CSRs by chat instead of by phone.
Customer self service Offers a Web-based customer portal through which customers can search for answers to common problems. This can take the form of documentation, searchable FAQs and how-to pages, among other things. If the customer can’t find an answer, Web self-service tools usually enable them to submit a ticket online or engage in live chat with a CSR.
Knowledge base Manages a repository of descriptions to common or previously resolved problems. These resources might be available publicly via a self-service website, or reserved for internal use by CSRs.
Multi-channel management Manages customer interactions received through multiple channels, including phone, Web, email, live chat, mobile app, Facebook, Twitter and others. All interactions are stored in the software and routed to appropriate agents for resolution.
Analytics and reporting Enables managers to create custom reports that provide insight on team performance, time to resolution, customer satisfaction and other important indicators.
Salesforce Case Management
Multi-channel case management using Salesforce.com

What Type of Buyer Are You?

When beginning your customer service support software comparison, keep in mind that different organizations have different drivers and requirements. They typically break out as follows:

Enterprise buyer These buyers work for organizations that typically have a lot of users, have complex functional requirements and value the vision of an integrated software system across all departments and business units. They will typically employ a best of breed strategy. Representative vendors include Salesforce, Oracle RightNow CX and SAP.
High-volume call center buyer These buyers operate one or more large call centers. Their goal is often to manage as much of the call center business process as possible using automated rules and scripts, which many customer service software applications support. These buyers should also look for computer telephony integration (CTI). Representative vendors include inContact, SAP, Salesforce.com and Goldmine CRM.
Small business CRM buyer These small businesses want to evolve beyond contact tracking capabilities of products like Microsoft Outlook and add basic trouble ticketing and interaction tracking to enhance relationships with strong service and support. Representative vendors include inContact, GoldMine CRM, Zendesk, Maximizer CRM and SageCRM.
Field service buyer These buyers work for large firms that deliver service at the customer location and will benefit from mobile access. These buyers will also look for strong client data integration with other applications. Representative vendors include PhaseWare Tracker, FieldAware, SugarCRM and Microsoft Dynamics CRM.

Customer Service BuyerView | 2014

We've spoken with hundreds of customer service software buyers over the years. Based on these interactions, we compiled answers to the following questions:

  • What systems to buyers currently use?

  • For those replacing an existing system, what are their top reasons for doing so?

  • For those buying customer service software for the first time, what are their top reasons for doing so?

  • Which features do buyers request most?

  • Which deployment model did buyers evaluate most?

From this research, we discovered that many times companies buy customer service software when they need to scale. They might have been using a more a general contact management software system before, but grew to the point of needing more specialized customer service features, such as trouble ticketing. Others in the sample were buying because they needed to increase efficiency, resolve issues faster, or consolidate their databases. Click here for the full report.

Benefits of Customer Service Software

A well-implemented customer service solution increases satisfaction, empowers agents and provides transparency and reporting to management on the support process. Some of the benefits customer service systems can deliver include:

Increased accountability. By documenting every contact, a system allows management to see which agent handled which problem and provides agents with ongoing feedback on their performance.

Improved coordination of accounts. When paired with sales force automation systems, customer support systems afford both the sales and the service organizations better transparency into the customer’s data. This can yield benefits such as letting sales representatives know of any outstanding issues before making a call, or letting an agent know that repair parts are already ordered so that a customer does not double order parts.

Better asset management. Customer care software systems that fully integrate with service dispatch allow reps to be more efficiently assigned. Similarly, integration with the inventory management system will allow agents to confidently confirm to the customer that repair parts are in stock.

Improved infrastructure scalability. Customer self-help systems handle straightforward issues, giving customers with more complex problems faster access to agents. This allows a growing company to expand at a faster rate while maintaining or improving customer satisfaction.

Reduce time required to resolve issues. Customer service management software reduces the amount of time required to resolve an issue. This means that the same number of agents can address more issues, or the same load can be handled by fewer agents. For example, YouSendIt was able to respond to customers 35 percent faster after implementing Zendesk customer support software.