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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 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 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.
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 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.
Visual Product Customization Software
Visual product customization software for ecommerce allows customers to create customized products with their own graphics, photos, and text. It provides the ability to adjust design elements from color and size to custom images, textures, and quotes. It also offers an easy-to-use user interface that makes it simple for users to design their own products with minimal effort. Finally, it helps businesses increase sales by offering a unique way for customers to personalize their purchases.
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    LeanData

    LeanData

    LeanData

    ...Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond.
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    Gainsight

    Gainsight

    Gainsight

    Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale.
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    HubSpot Customer Platform
    Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth.
    Starting Price: Free
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    MaxIQ

    MaxIQ

    MaxIQ

    MaxIQ is a customer journey management platform designed to optimize revenue generation through enhanced sales, success, and RevOps integration. By using AI-driven insights, it allows teams to forecast with accuracy, streamline customer interactions, and boost collaboration across departments. MaxIQ’s features include automated data capture, real-time visibility into customer activities, and intelligent deal prioritization.
    Starting Price: $$
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    Reef

    Reef

    Reef.ai

    Reef is a customer revenue platform that helps companies predictably grow revenue with existing customers and fast-tracks net retention reporting. The tide has shifted. New sales have slowed, easy upsell is gone, and the NRR game just got much harder. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Startups wait too long to build a foundation for NRR excellence and it suppresses acceleration resulting in a revenue gap.
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. ...
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    Starting Price: Free
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    Una

    Una

    Una

    ...With journey diagnostics, Una visualizes the customer lifecycle, allowing teams to identify, discuss, and resolve issues collaboratively. Additionally, it organizes cross-departmental schedules and action tracking, while offering insights into customer health and metrics like customer lifetime value and customer acquisition cost. Una ensures that insights translate into actionable tasks, aligning teams for continuous improvement and strategic decision-making.
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    D&B Hoovers

    D&B Hoovers

    Dun & Bradstreet

    ...D&B Hoovers is a sales acceleration solution that provides a faster path from prospect to profitable relationship by leveraging data and analytics. B2B sales professionals can engage faster with customers to grow their business. Access comprehensive intelligence on more than 120 million business records. Deliver intelligence and insight into the tools where your sellers and marketers work every day. Intuitive interface and automated workflow features including triggers, alerts, smart lists and conceptual search. D&B Hoovers combines the world’s largest commercial database from Dun & Bradstreet with sophisticated analytics to deliver a sales intelligence solution packed with insight. ...
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    HubSpot Operations Hub
    ...To grow better, operations teams need the tools that make them central to growth — not an afterthought. Whether you’re part of a central RevOps team or run Ops for a single department, Operations Hub gives you a unified toolset that connects apps, cleans customer data, and automates business processes under one central CRM platform. The result? An efficient, aligned, and adaptable business that delivers a friction-free customer experience. Keep your apps and data in sync in an easy, no-code package. Get bidirectional sync, custom field mappings, filtering, and historical syncing so all your teams stay aligned. ...
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    Starting Price: $50 per month
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    Zebrafi

    Zebrafi

    Zebrafi

    Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? ...
    Starting Price: $2500/month
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    Pipebooster

    Pipebooster

    Pipebooster

    ...If they didn’t cross the finish line this time around, it might be due to budget, bandwidth, or things out of their control. Receive new leads directly in CRM - along with their new contact information - immediately when your customers change their jobs. Automatically contact new potential customers and use Pipebooster to create warm & timely outreach at scale.
    Starting Price: $39 per month
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    Kernel AI

    Kernel AI

    Kernel AI

    Kernel is a custom AI platform designed to enhance revenue operations (RevOps) by transforming how B2B enterprises manage and utilize account data. It offers modular AI solutions that integrate seamlessly with complex enterprise CRMs, providing tools for foundational hygiene and enrichment to ensure clean, trustworthy data. Kernel's AI-powered account research and prioritization module enriches and ranks accounts based on custom data points, aligning with your ideal customer profile. ...
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    CloudApper AI RevOps
    ...The Outreach Agent sends personalized email and SMS campaigns based on lead behavior. The Sales Agent engages website visitors in real time, qualifies leads, and books meetings automatically. The CSR Agent handles customer support tasks like FAQs, renewals, and real-time updates. Together, these agents eliminate manual work across the funnel—generating leads, nurturing prospects, closing deals, and retaining customers without growing your headcount. CloudApper AI RevOps helps teams operate lean, accelerate growth, and focus on revenue, not repetitive tasks.
    Starting Price: Custom
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    Mperativ

    Mperativ

    Mperativ

    Mperativ provides the first strategic platform to align marketing with sales, customer success, and finance on the cause and effect relationships between marketing activities and revenue outcomes. Despite pouring significant effort into custom analytics, marketers are struggling to convey the value of their initiatives. By recentering marketing metrics around revenue, Mperativ makes it possible to uncover data narratives and extract trends across the entire customer journey, with beautifully-designed interactive visualizations that demonstrate the effectiveness of marketing in a new revenue-centric language. ...
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    Salesbricks

    Salesbricks

    Salesbricks

    ...Let buyers close, sign, and pay in one seamless motion and track all your vital metrics in one place. Ditch your spreadsheets and outdated sales processes so you can spend more time selling and driving revenue growth. Provide a B2C-like customer checkout experience and become the easiest software for your customers to buy. Track all your most important revenue data in one place and make smarter business decisions that'll move the needle.
    Starting Price: $500 per month
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    Forwrd

    Forwrd

    Forwrd

    ...Identify and prioritize leads faster and more accurately with predictive scoring. Rank accounts and their underlying leads methodically with account scoring. Prevent customer churn by identifying & understanding churn drivers. Detect product-qualified leads to improve lead prioritization and sales efficiency. Build a self-learning scoring model that automatically identifies new conversion-impacting factors in your data and updates itself automatically. Identify churn signals with ease, discover opportunities to delight your best customers, and enable your frontline team to retain more customers. ...
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    Fluint

    Fluint

    Fluint

    Fluint is an AI‑powered deal acceleration platform that prevents mid‑funnel stalls by generating tailored, account‑based documents—business cases, executive summaries, mutual action plans, post‑demo emails, and MEDDICC notes—in under 60 seconds, all voiced in each customer’s language. It offers a library of proven frameworks or custom uploads and consolidates call transcripts, meeting notes, and CRM data to craft context‑rich content, automatically highlights discovery gaps, updates living documents with new insights, and provides a collaborative deal room for champions via shareable, branded workspaces. ...
    Starting Price: $70 per month
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    Rox

    Rox

    Rox

    ...The system integrates with legacy tools and is focused on account-based revenue motions, helping sellers reclaim hours weekly, increase engagement by more than 30% and double sales-accepted pipeline in early customer cases.
    Starting Price: $50 per month
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    Vertify

    Vertify

    Vertify

    Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better.
    Starting Price: $460 per month
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    SalesDirector.ai

    SalesDirector.ai

    SalesDirector.ai

    ...We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. ...
    Starting Price: $29.00/month/user
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    RevPartners

    RevPartners

    RevPartners

    ...Experience a 15% lift in profitability. Increase revenue velocity with less overhead. A proven growth operations framework. Mobilize a revenue process to put you ahead. Identify the gaps in your customer experiences that are costing you money. Define processes and implement tools that enable scaling. Continuously improve operational efficiency as growth creates more complexity. Our team takes a deep dive into the day-to-day operations that power your customers’ journey. Gain control & visibility of your revenue ops journey. Understand what is working and what is not working. ...
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    Salesforce CRM Analytics
    ...It offers real-time predictions and recommendations, enabling businesses to uncover actionable insights specific to their industry and role. With out-of-the-box dashboards and over 50 data connectors, CRM Analytics allows users to integrate external data and create a holistic view of their customers. This helps to identify opportunities for cross-selling and upselling, automate tasks, and optimize business processes directly within the Salesforce workflow.
    Starting Price: $50 per user per month
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    Cendyn Revintel
    ...The easy drag & drop functionality for reports makes it simple for anyone on your team to build and analyze custom dashboards and reports in just minutes – no complex spreadsheets or programming required.
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    Next Quarter

    Next Quarter

    Next Quarter

    The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy.
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    Attention

    Attention

    Attention AI

    ...Attention delivers real-time actionable intelligence to your sales reps, while they're on the call, and when it matters. Attention will also understand conversations and draft the best follow-up email customized to what was said during your calls. Our customers experience +29% positive replies with Attention's generated follow-up emails. Know exactly what to say and improve the outcome of your conversations, every single time.
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    AccountAim

    AccountAim

    AccountAim

    ...Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.
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    Actively AI

    Actively AI

    Actively AI

    ​Actively AI is a GTM superintelligence platform that builds a custom AI model tailored to your business, products, and go-to-market strategies, delivering results that generic AI solutions cannot match. Its deep reasoning engine synthesizes data from all sources to build a comprehensive account picture and make timely decisions that convert. Actively guides every move to maximize revenue by pushing the best accounts, contacts, and relevant messaging to your reps daily.
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    Cargo

    Cargo

    Cargo

    ...It offers built‑in storage to integrate and unify data from CRM, product insights, marketing, and intent signals directly on top of your warehouse, without ever storing customer data locally. Users can define business entities, create segments without SQL, build workflows using native integration connectors, and deploy templates for tasks such as deduplication, data enrichment, lead scoring, account assignment, and waterfall enrichment. Cargo is SOC 2 certified for security, requests minimal permissions, backs up its own app database, and never stores customer data outside the user’s control.
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    MonetizeNow

    MonetizeNow

    MonetizeNow

    ...The platform is purpose-built to support modern B2B SaaS enterprises, providing a unified system that brings sales, finance, and engineering teams together to execute on scaling customers without friction. MonetizeNow's innovative platform combines quoting, metering, billing, and reporting to deliver a plug-and-play quote-to-cash experience across all sales channels. It enables businesses to reduce manual tasks, allowing a stronger focus on strategic pricing and innovative go-to-market strategies. Users can generate complex quotes quickly and enjoy full automation of billing processes, easily handling proration, co-term agreements, and renewals for seamless operations.
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    Gong

    Gong

    Gong.io

    Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. ...
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