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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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    Shape Software

    Shape Software

    Shape Software

    Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer...
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    Starting Price: $119
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    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition...
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    DocSales

    DocSales

    DocSales

    DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot...
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    Starting Price: $29 / month
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    FieldSalesPro

    FieldSalesPro

    CRMIT Solutions

    FieldSalesPro ensures effective sales meetings by enabling relationship managers with product 360 view, eligibility checker, apply forms digitally, and customer onboarding, It improves opportunities efficiency during the meeting for faster closure. FieldSalesPro for Financial Services ensures productive field meetings, superior customer engagements, and 7X likely to convert field sales opportunities. CRMIT Solutions is a leading managed services provider for Salesforce focusing on digital...
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close...
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    Starting Price: $49.00/month
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    DemoTime

    DemoTime

    DemoTime

    Tired of giving great demos only to see potential customers lose interest? DemoTime has got you covered! It automatically creates a highlight-reel video from your demo recording, making it easy for customers to remember and share the best parts. And the editing looks like it was done by a human, without you having to lift a finger. Customers get a personalized web page with the full recording, bookmarked by each key feature, and a summary demo perfect for sharing with their team. You can...
    Starting Price: $300 per month
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    ZoomInfo Sales
    Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision...
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    Kixie PowerCall & SMS
    Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared...
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    SalesExec

    SalesExec

    ClickPoint Software

    ... nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.
    Starting Price: $65.00/month/user
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    Salesflare

    Salesflare

    Salesflare

    Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles...
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    Starting Price: $30/month/user
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    Sculptor CPQ

    Sculptor CPQ

    Twistellar

    Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent...
    Starting Price: Free
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    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools...
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    Starting Price: $10 seat / month
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    Apparound

    Apparound

    Apparound

    Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: from the presentation of marketing materials to the configuration of the offer through the CPQ, to the closing of the negotiation with the collection of the order through electronic signature. All in extreme...
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    RocketDocs

    RocketDocs

    RocketDocs

    From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our...
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    FPX

    FPX

    Revalize

    Revalize delivers sector-specific software solutions that drive growth through elevated digital experiences for manufacturing companies, their channels, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote...
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    Salesforce Maps
    Empower your workforce on every journey, at every location, with add-ons for complex routes, territory optimization, and live updates from the field. Save hours in planning, administration, and drive time with route optimization and auto-logging of activity data. Focus on high-value nearby lead opportunities and service appointments in every field opportunity. Prioritize and scale daily customer visits using key business data, such as lead value and account type. Upgrade to Salesforce Maps...
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    Compass

    Compass

    Xoxoday

    Compass by Xoxoday is an AI-powered sales commission and incentive management platform designed to help companies convert their cost of sales into a revenue driver. It centralizes sales and incentive data from over 85 integrations including CRM, ERP, and payroll systems, ensuring accuracy and consistency. The platform automates commission calculations and compliance tasks to reduce manual effort and errors. Compass features gamification tools to keep sales reps motivated and engaged...
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    LeadSquared

    LeadSquared

    LeadSquared

    Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales...
    Starting Price: $25 per user per month
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    Creatio

    Creatio

    Creatio

    ... integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.
    Starting Price: $25 per user per month
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