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Customer Service Software
Customer service software is designed to help businesses improve interactions with their customers. It provides an easy way to manage customer inquiries and feedback, as well as document customer activity and history. This can enable companies to be more efficient with customer support and streamline the process of providing assistance. Customer service software often involves automation of routine tasks, allowing for improved performance in the long term.
Customer Satisfaction Software
Customer satisfaction software helps businesses measure, track, and improve the satisfaction levels of their customers. These tools collect feedback through various channels such as surveys, reviews, and direct customer interactions to gauge satisfaction and identify areas for improvement. Many customer satisfaction software solutions include features like Net Promoter Score (NPS) surveys, customer satisfaction (CSAT) ratings, and sentiment analysis to assess customer experiences and track trends over time. These insights enable businesses to address customer pain points, improve product or service offerings, and enhance customer loyalty. By providing actionable data, customer satisfaction software helps companies refine their strategies and foster better customer relationships.
Customer Advocacy Software
Customer advocacy software is designed to help organizations identify, engage, and mobilize their happiest and most loyal customers into active brand advocates. It provides tools for tracking satisfied customers, encouraging them to provide referrals, testimonials, reviews or participate in community activities, and rewarding their advocacy efforts. The platform also lets companies monitor advocate activity, analyze the impact of advocacy on growth and retention, and integrate advocacy programs with marketing, sales and customer success workflows. By promoting peer-to-peer recommendations and authentic customer voices, customer advocacy software helps drive trust, amplify word-of-mouth, and ultimately support customer acquisition and loyalty. Because advocates can influence prospects and peers more credibly than traditional advertising, this software gives marketers and customer success teams a strategic lever for growth.
Customer Retention Software
Customer retention software enables companies to retain the customers and clients they already have, and increase the overall life of their customers. Customer retention platforms offer a variety of tools to improve overall customer satisfaction so that customers don't cancel their recurring subscriptions or plans. Customer retention software offers features such as user data collection, insights, events-based analytics, in-app analytics, churn prevention tools, and more. Subscription businesses, SaaS companies, and any businesses that sell ongoing plans can benefit from customer retention software. Here's a list of the best customer retention software:
Customer Loyalty Software
A customer loyalty software is used to track and manage customer value and engagement information after purchasing a product or service and encourage further sales.
Customer Success Software
Customer success software helps businesses proactively manage customer relationships to ensure clients achieve value from their products or services. It provides tools to track customer health metrics, such as usage and engagement, allowing teams to identify potential issues early and offer timely support. With automated check-ins, segmentation, and personalized outreach features, the software enables customer success teams to foster stronger client relationships. By integrating with CRM and analytics platforms, it provides a complete view of the customer journey, helping to reduce churn and increase retention. Customer success software ultimately enhances customer satisfaction, loyalty, and lifetime value.
Customer Engagement Software
Customer engagement software helps businesses manage and improve interactions with their customers, enhancing overall relationships and satisfaction. These platforms typically offer tools for personalized communication, such as email, chat, and social media integration, to engage customers across multiple touchpoints. Features often include customer segmentation, campaign management, automated responses, feedback collection, and analytics to track engagement metrics. By using customer engagement software, businesses can increase customer loyalty, drive retention, and create more targeted marketing strategies based on customer behavior and preferences.
Customer Feedback Software
Customer feedback software enables businesses to collect, manage, and analyze feedback from customers to improve products, services, and overall customer satisfaction. These platforms offer tools for creating surveys, polls, and questionnaires that can be distributed through various channels such as email, websites, and mobile apps. They also provide analytics and reporting features to help businesses identify trends, measure satisfaction, and pinpoint areas for improvement. Many customer feedback software solutions integrate with customer relationship management (CRM) and support systems to provide a comprehensive view of the customer experience. By gathering insights directly from customers, businesses can make data-driven decisions and enhance customer loyalty.
Customer Onboarding Software
Customer onboarding software, also known as client onboarding software, enables companies to seamlessly onboard new customers after the sales process.
Customer Communications Management Software
Customer communications management (CCM) software helps organizations create, deliver, and manage personalized communications across multiple channels such as email, SMS, print, and web. It enables businesses to design dynamic templates, automate messaging workflows, and ensure compliance with branding and regulatory standards. CCM software often includes features for customer data integration, content management, analytics, and real-time interaction tracking to enhance engagement and customer experience. By centralizing communication processes, it improves consistency, reduces costs, and accelerates message delivery. This software is widely used in industries like finance, healthcare, telecommunications, and insurance to maintain effective and compliant customer communications.
Customer Journey Mapping Tools
Customer journey mapping tools help businesses visualize, understand, and optimize the entire experience a customer has with their brand, from initial awareness to post-purchase interactions. These tools allow businesses to map out the touchpoints where customers interact with the company, track customer emotions, identify pain points, and gather insights to improve customer experience (CX). Features often include drag-and-drop interfaces, integration with CRM systems, real-time data analytics, and collaboration features for cross-functional teams. By leveraging these tools, organizations can create more personalized, efficient, and seamless customer experiences across multiple channels.
Customer Self-Service Software
Customer self-service software is a platform that allows customers to resolve their inquiries, manage their accounts, and access services without the need for direct interaction with customer support representatives. These tools typically include features like knowledge bases, FAQs, chatbots, support ticketing systems, and account management portals. Customer self-service software empowers users to find answers to their questions, troubleshoot issues, and perform tasks such as checking order status or managing subscriptions at their convenience. By providing a seamless, 24/7 self-help experience, businesses can improve customer satisfaction, reduce operational costs, and increase efficiency.
Social Customer Service Software
Social customer service software allows businesses to offer customer service to their clients through social media networks and platforms.
Customer Data Platforms (CDP)
Customer Data Platforms (CDPs) are software solutions designed to collect, unify, and manage customer data from various sources across an organization. These platforms aggregate data from different channels such as websites, social media, CRM systems, and purchase history, creating a centralized and comprehensive customer profile. CDPs allow businesses to segment and analyze customer data, enabling more personalized marketing and communication strategies. They also provide real-time data integration, ensuring that customer information is always up-to-date and accessible for decision-making. By leveraging CDPs, companies can enhance customer experiences, improve targeting, and drive better business outcomes.
CRM Software
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding.
Customer Experience Software
Customer experience software helps businesses manage and enhance interactions with their customers across various touchpoints, ensuring a seamless and positive experience. It provides tools for tracking customer feedback, monitoring engagement, and analyzing behavior to improve customer satisfaction and loyalty. The software often includes features like customer surveys, analytics dashboards, and automation to streamline communication and personalize experiences. By gaining insights into customer preferences and pain points, businesses can tailor their services and improve overall customer journeys. Ultimately, customer experience software enables organizations to build stronger relationships, increase retention, and drive growth by focusing on customer-centric strategies.
Customer Training Software
Customer training software, also referred to as customer education software or customer LMS, enables organizations to train and educate their clients and customers about a company's products and services. Customer training software enhances customer experience and improves customer success in order to increase customer retention and satisfaction, and reduce support requests.
Customer Intelligence Platforms
Customer intelligence platforms are designed to help organizations better understand their customers. These systems collect and analyze large amounts of data in order to provide insights about customer trends, preferences, pain points, and behaviors. They are created to provide information that can be used to inform decisions such as product development, marketing strategy, customer support, and pricing. Customer intelligence platforms can also be used for personalization purposes to create unique experiences for customers.
Customs Compliance Software
Customs compliance software helps businesses manage and automate the complex processes involved in importing and exporting goods across international borders. It ensures adherence to customs regulations, tariff classifications, documentation requirements, and trade agreements to minimize delays, fines, and penalties. The software typically includes features such as automated customs declarations, product classification, duty and tax calculation, risk assessment, and audit trails. Integration with shipping, ERP, and logistics systems enables seamless data exchange and real-time tracking of shipments. Customs compliance software is essential for importers, exporters, freight forwarders, and customs brokers aiming to streamline global trade operations and maintain regulatory compliance.
Customer Segmentation Software
Customer segmentation tools, also known as user segmentation or audience segmentation tools, enable companies to segment their users or customers into different groups.
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    OneBill

    OneBill

    OneBill

    OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open...
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    Starting Price: $1500.00
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    Order2Cash

    Order2Cash

    Order2Cash

    A promise fulfilled. A single platform to manage your entire order to cash cycle. One platform. All processes. Credit check all potential customers and suppliers in seconds. Tailor specific decision models for all segments. Keep track of customer creditworthiness and create alerts to inform you when circumstances change. Use Order2Cash to adopt a variable credit policy that, through clear communication, provides the protection your company demands without causing friction among your customer...
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    Cforia.autonomy
    ... by setting up customizable rules that send automated dunning letters to your customers and allow them to quickly and easily make payments online. Reduce the number of customer touches and improve customer service by giving your customers the ability to view, reprint, dispute, and pay their invoices online through our secure online customer self-service portal.
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    Infor CPQ
    Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities...
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    IBM Sterling Configure, Price, Quote (CPQ)
    IBM Sterling CPQ transforms and automates configuration, pricing and quoting of complex products and services. IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide...
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    Resolv

    Resolv

    VistaVu Solutions

    Ready to drive end-to-end efficiency in your supply chain? Our industry specialized team & software help you accelerate profitable growth. Get in touch to discuss your challenges. VistaVu acquired Resolv to provide an industry-specialized team and software to our Wholesale Distribution customers. The Resolv team brings 25+ years of industry expertise to help you achieve a fully optimized supply chain. The Resolv extension was built to address the gaps in ERP that led to growth bottlenecks...
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    Zoho One
    Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One gives you one integrated system to transform your business' disparate activities into a more connected and agile organization. Increase productivity across your business, deliver better customer experiences, and much more. Collect leads in one place, close deals quickly, create quotes and invoices, sign contracts digitally, get paid, and track every...
    Starting Price: $45.00/month/user
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    CloudSense

    CloudSense

    CloudSense

    Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. A 350+ expert team of CloudSense solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline...
    Starting Price: $85/user/month
  • 9
    Sidetrade Augmented Cash
    Sidetrade’s unique AI-powered Order-to-Cash platform helps companies improve revenue, grow profitability and optimize working capital. This fully SaaS-native solution uses Intelligent automation to: – Grow orders from customers – Accelerate cash through smarter collection – Support quicker dispute resolution – Deliver greater control and visibility of the O2C process. In difficult times when securing cash is critical to corporate survival, Sidetrade’s dedicated Artificial Intelligence...
    Starting Price: $500.00/month
  • 10
    Tacton CPQ

    Tacton CPQ

    Tacton Systems

    Automate your sales processes with the top-rated CPQ for manufacturing while ensuring you can govern your product offering across channels, optimize your supply chain, and deliver 100% accurate quotes. Make buying and selling of complex custom products simple with Guided Selling powered by Tacton CPQ. Tacton Visualization ensures your customers get to interact with their products in a real-time experience. CPQ Integrations ensure you deliver the right solution, at the right time...
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    Billtrust

    Billtrust

    Billtrust

    Billtrust makes it easier for B2B companies to get paid. We’ve been the leading innovator in A/R automation for nearly two decades and continue accelerating. Our customers span 40+ industries and we lead with double-digit market share in many of the industries we serve. We provide automated order-to-cash solutions that meet diverse buyer requirements and speed cash application through tailored invoice delivery, secure multi-channel payment enablement and intelligent matching and payment posting...
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    Funding Gates

    Funding Gates

    FundingGates

    ... tools built-in within FG Receivables Manager. Turbo-charge your team’s efficiency and don’t let past due accounts keep your business from reaching new heights. You deserve to get paid. Powerful Reporting & Analytics -- Analyze your account history, generate smarter interactive reports, and user Funding Gates to easily prioritize customer accounts. Funding Gates proactively monitors your receivables and recommends who you should contact next. Eliminate Notepads and Spreadsheets.
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    ViiBE

    ViiBE

    Viirtue

    ViiBE is Viirtue's all-in-one reseller platform designed to expedite your company's sales process and improve your customer experience. Become a white label partner today, and start selling your clients a new service to expand your offering. Automate your workflows and simplify all aspects of being a VoIP reseller. We are committed to reducing your operating costs while providing an innovative, industry-leading product. Get charged only for seats that are used instead of multiple times...
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    XaitCPQ
    ... to the right customer. As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it. Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable.
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    SalesPad

    SalesPad

    SalesPad

    SalesPad has one goal: to accelerate your order-to-cash cycle. Whether it’s supercharging your operations with greater efficiency, managing your inventory with more control, or improving your customers’ experience with better visibility into their orders, we’ve got your back. SalesPad’s order-to-cash solutions drive game-changing results. We’ve empowered thousands of customers to transform their order-to-cash process. From up-and-comers to industry giants, you’re in good company.
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    Orgzit

    Orgzit

    P3Infotech Solutions

    We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place...
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    Tradecloud One

    Tradecloud One

    Tradecloud One

    Automate operational processes like sending purchase orders and processing order confirmations. Only focus on the exceptions. Communicate real time and ‘in context’ with your suppliers or customers about deliveries or possible deviations. Stop using email or Excel to manage orders and shipments. Get real time insights into your supply chain so that you can react more quickly to changes and potential risks. Realize shorter lead times, lower costs and less errors. Tradecloud is the leading supply...
    Starting Price: $450.00/month
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    In Mind Cloud

    In Mind Cloud

    In Mind Cloud

    Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you...
    Starting Price: $125 USD
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    Experlogix CPQ

    Experlogix CPQ

    Experlogix

    ... representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.
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    Expedite Commerce

    Expedite Commerce

    Expedite Commerce

    At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human...
    Starting Price: $90.00/month/user
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    Esker

    Esker

    Esker

    Built with industry-leading AI and RPA technology, Esker's intuitive cloud platform allows businesses to power their digital transformation across procure-to-pay (P2P) and order-to-cash (O2C) processes and unite customers and suppliers like never before. Companies use Esker's solutions to drive greater efficiency, accuracy, visibility and cost savings throughout P2P & O2C processes. Benefits to your bottom line include: Improved customer experience & supplier relationships. More productive...
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    Enxoo

    Enxoo

    Enxoo

    ... services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey.
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    SAASTEPS

    SAASTEPS

    SAASTEPS

    Providing Salesforce customers smarter optimization solution choices with 100% Native & 100% Lightning managed packages that implement quickly and work out-of-the-box. We interface and connect with our customers resulting in intelligent software & process decisions for e-Commerce, subscriptions, billing & renewals management to optimize their revenue growth. Open communications builds strong relationships. This is the foundation from where we always begin and continue building upon. With a pre...
    Starting Price: $35 per month
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    Automation Anywhere

    Automation Anywhere

    Automation Anywhere

    Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company...
    Starting Price: $750.00
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    DualEntry

    DualEntry

    DualEntry

    ... and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ native bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR..
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    BizAutomation

    BizAutomation

    BizAutomation

    BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most...
    Starting Price: $79.95/month/user
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    QuoteWerks

    QuoteWerks

    Aspire Technologies, Inc

    For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.
    Starting Price: $199.00/one-time/user
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    Conga CPQ
    Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think...
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    Vendavo

    Vendavo

    Vendavo

    ... organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context.
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    HighRadius

    HighRadius

    HighRadius

    HighRadius offers cloud-based Autonomous Software for the Office of the CFO. More than 800 of the world’s leading companies have transformed their order to cash, treasury, and record to report processes with HighRadius. Our customers include 3M, Unilever, Anheuser-Busch InBev, Sanofi, Engie GBS Solutions, Kellogg Company, Danone, Hershey’s, and many more. Autonomous Software is data-driven software that continuously morphs its behavior to the ever-changing underlying domain transactional...
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