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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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  • 1
    Adobe PDF Library SDK

    Adobe PDF Library SDK

    Datalogics Inc.

    ...Get & Maven; pdfRest API Toolkit Container option. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Free trial with proof of concept support, join us on Discord or use our AI assistant for help, or set up a time to talk to one of our engineers about your project. Our expertise and support is the reason we have a 91% customer retention rate.
    35 Ratings
    Starting Price: $5,999
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  • 2
    DocuGenerate

    DocuGenerate

    DocuGenerate

    Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading...
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    20 Ratings
    Starting Price: $19 per month
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  • 3
    GoCloudz CPQ PDF Generator

    GoCloudz CPQ PDF Generator

    GoCloudz Technologies Inc

    Design any number of highly customized & branded PDF templates. Apply pagebreaks, custom styles, use merge fields to pull data from salesforce object, tables for related list items, group items in different tables etc. Preview option for Admins to test design without affecting operations. PDFs can be previewed, saved, downloaded and emailed to multiple recipients. Automate PDF generation and emailing based on business scenarios. Filter templates based on business requirements for end users...
    Starting Price: $144 per year
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  • 4
    DotPDF

    DotPDF

    Atalasoft

    With DotPDF you can create PDFs from scratch or edit pages of existing PDFs. Programmatically create fillable forms or invoices and edit PDFs. Support for PDF/A formats as well as invoice generation. Use PDF templates to create custom tables with marked fields for downstream processing. You can also customize PDFs or create dynamic content that changes based on the recipient of a PDF. You can also add additional drawing elements to a pre-existing PDF; for example a watermark or logo...
    Starting Price: $1,500 one-time payment
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  • 5
    Gendoc

    Gendoc

    Gendoc

    Automatically generate beautiful PDF documents from templates for Sales (proposals, invoices), Marketing (whitepapers, presentations, …), and more (such as custom reports) with Gendoc. Integrate PDF generation direct in your product, in your CRM, or in your IT stack and create beautiful PDF documents for all of your customers thanks to our powerful HTML to PDF conversion API. Create templates,
    Starting Price: $0.10 per document generated
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  • 6
    PlatoForms

    PlatoForms

    PlatoForms

    PlatoForms is a powerful and easy-to-use online PDF tool that lets you convert your PDF into Web Forms that your customers can easily fill out using a web browser. The online PDF Form offers features that lets you fill once to generate multiple PDF files as well as complete your PDF in a workflow. It is widely used by businesses to make PDF effortlessly shareable and fillable to their customers online. PDF retains a clean, contemporary and professional design regardless of reader, device...
    Starting Price: $12 per month
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  • 7
    PDF Butler

    PDF Butler

    PDF Butler

    Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation...
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  • 8
    pdfmake

    pdfmake

    pdfmake

    pdfmake is a PDF document generation library for server-side and client-side usage in pure JavaScript. Print PDFs directly in the browser or delegate them to your NodeJS backend. Use the same document definition in both cases. Forget about manual x, and y calculations. Declare document structure and let pdfmake do the rest. Use paragraphs, columns, lists, tables, canvas, etc. Declare your own styles, use custom fonts, build a DSL, and extend the framework. Line-wrapping, text-alignments (left...
    Starting Price: Free
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  • 9
    PDFmyURL

    PDFmyURL

    PDFmyURL

    Use our HTML to PDF API to create PDFs from URLs or HTML. Let your visitors save web pages as PDFs with a single click! Convert entire websites to PDF easily! Join thousands of customers making high-quality PDFs since 2008! Quickly and easily convert any URL or raw HTML into a high-quality PDF. You can use our REST API in any programming language and it comes packed with many options for different layouts, headers, footers, watermarking encryption, and much more. Put a save as PDF link...
    Starting Price: $19 per month
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  • 10
    PDF Generator API

    PDF Generator API

    Actual Reports

    ... workspace identifier. You can write mathematical and logical expressions to manipulate and customize values displayed in components. Use ternary, arithmetic, bitwise and comparison operators, and functions to sum, join and iterate arrays. You can use different components like Text, Table and Barcode and define the formatting for number and date values. It is possible to group, filter and sort lists and tables without a need to modify the data set on the software application side.
    Starting Price: $29 per month
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  • 11
    TCPDF

    TCPDF

    TCPDF

    TCPDF is now one of the world's most active open-source projects, used daily by millions of users and included in thousands of CMS and web applications. No external libraries are required for the basic functions, all standard page formats, custom page formats, custom margins, and units of measure. UTF-8 Unicode and right-to-left languages. TrueType Unicode, OpenType Unicode, TrueType, OpenType, Type1 and CID-0 fonts, and font subsetting. Methods to publish some XHTML + CSS code, Javascript...
    Starting Price: Free
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  • 12
    Vole PDF Creator
    Vole PDF Creator lets you create professional PDFs based on Word document with built-in Word editor. You can create PDF document as beautiful as Word document with rich-text, images, paragraph styles, fonts styles, and more than 100 professional tables. Vole PDF Creator Custom Content Block function lets you define content once and reference as many times as you want. For example, header or footer content.
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  • 13
    Formplus PDF Builder
    Web-based PDF Builder for businesses, organizations, and individuals to create fillable PDF forms for free. Create surveys, legal agreements, contracts, registration forms, and other documents with the easy-to-use drag and drop pdf form builder. Our powerful customization options also allow you to beautify your PDF forms with colors and other visually appealing designs. You can also do more with your PDF forms by automating data collection and viewing analytics on form responses using Formplus.
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  • 14
    DynamicDocs Excel Add-in
    The DynamicDocs Excel Add-in provides a quick and effective approach to create bespoke PDF documents directly from Excel. This is done via integration with the DynamicDocs API. The add-in enables Excel users to format data into JSON (JavaScript Object Notation). After that, the user can call the API using custom functions and buttons in the add-in ribbon. The successfully created documents are then downloaded into a user-specified folder.
    Starting Price: $49.00/month
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  • 15
    Templated

    Templated

    Templated

    Generate social media visuals, banners, PDFs and more with our API and no-code integrations. Create with powerful design tools + automation. Build your template once and render it multiple times. Our drag & drop editor is easy to use so you can style the template without the need of a professional designer "What You See Is What You Get" Editor Customize well-crafted templates from our Template Gallery or design your own from a blank canvas! Render images and PDFs at scale...
    Starting Price: 0
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  • 16
    PDF.co

    PDF.co

    ByteScout

    API platform for intelligent data extraction and PDF. Automated parsing of PDF documents. Create re-usable low-code extraction templates. Multi-language OCR, tables, fields. Built-in invoice parser. Split PDF, merge PDF documents and PDF forms, Re-order, delete pages. Use advanced splitter. Fill out pdf forms. Add text, images, signatures to existing pdf documents. Auto fill interactive fields. Generate PDF from Html templates with conditions, variables, custom logic. High quality PDF output...
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  • 17
    SelectPdf

    SelectPdf

    SelectPdf

    ... the online HTML to pdf converter does. The free trial contains ready-to-use samples, coded in C# and VB.NET for Windows Forms, ASP.NET, ASP.NET MVC with Razor and ASPX engines. With the free HTML to pdf converter from SelectPdf, you can convert any url, HTML file or HTML string to pdf, with the possibility to add custom headers and footers.
    Starting Price: $19 per month
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  • 18
    PDFlib

    PDFlib

    PDFlib

    PDFlib GmbH is completely focused on PDF technology. Customers are using our products since 1997. In 2006 we were one of the founding members of the PDF Association (formerly PDF/A Competence Center). The company closely follows development and market trends such as ISO standards for PDF. PDFlib GmbH products are distributed all over the world with major markets in Europe, North America and Japan. PDFlib is a well-established developer component for generating and manipulating PDF documents...
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  • 19
    Aspose.PDF
    ... hyperlink functionality, stamp and watermark tasks, extended security controls and custom font handling. Aspose.PDF for Java is a fast and lightweight processing API to create, modify, render, secure as well as print PDF files without the use of Adobe Acrobat. API also supports working with TXT, HTML, PCL, XML, XPS and image file formats.
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  • 20
    TallPDF.NET 5.0

    TallPDF.NET 5.0

    TallComponents

    Generate PDF on the fly, from scratch, use code, XML/XSL, or a combination. Central to TallPDF.NET is a consistent and intuitive object model consisting of layout classes like document, section, text paragraph, table, header, footer, etc. Among the specializations of class paragraph is drawing. Use it to draw many types of shapes such as lines, bezier curves, and even barcodes. Use pens and brushes to draw outlines and fills. Instead of building a Document programmatically, you can load it...
    Starting Price: $990 per year
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  • 21
    PitStop Pro
    ... on the benchmarks that you choose. The interactive report can be as basic or detailed as you require to suit your customers. A PitStop Pro preflight report contains a clickable list of warnings and errors that visually indicate exactly where the issue is located. PitStop provides a molecular look into the construction of a PDF file. It allows prepress personnel to dissect a PDF file to explore and investigate its components and its structure.
    Starting Price: $32 per month
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  • 22
    APITemplate.io

    APITemplate.io

    APITemplate.io

    ... your social images such as instagram from custom reusable templates via REST API or no-code platforms. Every business owner knows that time is money. The truth is – crafting and posting social media post can be time-consuming, especially if want to stay consistent but you’re creating your posts manually and to share on different social media platforms.
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  • 23
    Bannerbear

    Bannerbear

    Bannerbear

    ... your brand with multiple layers, custom fonts, logos, and more. Bannerbear auto-resizes text when you generate images with long titles, product names, etc. Use optional AI to auto-detect faces in photos and position them correctly in your banners. A simple and RESTful API offers easy integration into your existing platform or apps. Choose to generate images asynchronously or on-the-fly depending on your needs. Invite team members to help with designing templates or setting up API integrations.
    Starting Price: $49 per month
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  • 24
    HubSpot PDF Generator
    Sometimes you still need a paper trail. Generate styled PDFs from your HubSpot data with ease. PDFs are a great format for sharing form submission information with your clients and colleagues. These PDFs are useful when sharing information about a potential client with your agents, printing documentation regarding a business request, or just having a document of submission to store for future reference. The custom module is great for your clients because it allows them to immediately have...
    Starting Price: $9.99 per month
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  • 25
    ReportLab

    ReportLab

    ReportLab

    We create solutions to generate rich, attractive, and fully bespoke PDFs at incredible speeds. We have helped everybody from world-class universities to innovative financial services companies. No matter how big or small the project, we can work with your business to create beautiful, customizable documents on demand. 20 years of experience creating beautiful, complex PDF web services. The heart of our business is a rock-solid codebase for PDF creation. Our tools generate complex, dynamic...
    Starting Price: $166.46 per hour
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  • 26
    XConvert

    XConvert

    XConvert

    We are the web's premier online converter of Portable Document Format (PDF) files. Our site allows you to make a PDF-compatible file without loading any special software. All it takes to generate a PDF-compatible file is to upload a postscript-compatible file to our website and then click on the resulting link. Our aim is to make it simple for light and moderate users to generate PDF files. Convert and merge JPG, PNG, and other images to PDF online for free. Change border size, page size,...
    1 Rating
    Starting Price: $4.99 per month
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