Click2Magic vs. eXert CRM Comparison Chart

Pylon is an All-in-one B2B Support Platform for modern B2B businesses. We bring together everything a post-sales teams team needs including a ticketing system, B2B omnichannel integrations (Slack Connect, Microsoft Teams), modern chat widget, knowledge base, AI support bot, account management, customer marketing, and more. The support system for B2B companies. Allow your customers to get support wherever they'd like and enable multiple support tiers. Let AI draft support articles for you based on your issue resolutions. Use Triggers to codify business processes and workflows, and create Macros to streamline common responses. Broadcast new features, newsletters, and more to your customers and track engagement. A dedicated place to store, track, and organize all customer data. A shared view to give your stakeholders visibility into their team's active issues. If you use or want Slack for customer support, we should talk. Our Slack power users average 180+ customer channels

3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box. Suitable for any business size or industry 3CX can accommodate every need; from mobility and status to advanced contact center features and more, at a fraction of the cost. Ideal for companies working remotely, 3CX includes mobile apps, video conferencing and website live chat. Installation, management and maintenance of the PBX is so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise on Windows, Linux or in the cloud. Alternatively you can choose to have it hosted by 3CX for a completely hassle-free solution.

Autonomous AI that engages website visitors with real-time, human-like conversations, converting 15% more traffic into pipeline for marketing; while also increasing seller productivity by enabling sales and pre-sales teams to instantly find answers, retrieve files, and resolve queries. Docket is the leading agentic AI platform that improves pipeline generation and seller efficiency for marketing and sales teams. Docket unifies, cleans, and learns from your organization’s GTM data with its proprietary Sales Knowledge Lake™, and activates this with powerful, pre-built AI agents. Docket’s Marketing Agent engages website visitors through human-like conversations, responds to their nuanced questions about your solution with expert-grade answers, performs discovery by asking qualifying questions, and converts them into leads, pipeline, and customers.

Drive up to 5x higher conversions, reach new customers, convert more pipeline, and keep existing customers engaged—all with the power of TextUs. TextUs is the most flexible, easiest-to-use business texting platform on the market. Automate your SMS with sequences or Keywords, have conversational 1:1 messages or send personalized SMS campaigns to an audience segment. The power of TextUs allows you to start connecting with your customers in ways that get attention.

Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.

GetResponse provides all-in-one marketing software that empowers marketers, solopreneurs, coaches, creators, and small business owners with affordable, easy-to-use tools for email marketing, marketing automation, and content monetization. With over 25 years of expertise, GetResponse goes beyond email with tools to help grow and engage audiences, create and sell courses, and turn ideas into income. It’s the go-to solution for building a personal brand, selling products and services, and fostering a loyal community.

CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center. Unify communications across your entire organization with our phone, text, online form, and live chat tools. More than 100,000 users around the globe trust CallTrackingMetrics to manage communications for their marketing, sales, and service teams. Call tracking features include reliable dynamic number insertion (DNI) for session-level attribution, local, toll-free, and vanity tracking numbers, and omnichannel attribution across calls, texts, form fills, and chats. Key contact center features include a browser-based softphone, smart routing options, SMS campaigns, automated call scoring, and smart dialer functionality.

Enterprise Bot, based in Switzerland, is a pioneer in Conversational AI, Process Automation, and Generative AI. With the trust of esteemed enterprise giants across industries like Generali, SIX, SBB, DHL, and SWICA, Enterprise Bot is revolutionizing both customer and employee experiences. Through its advanced integration with Large Language Models (LLM) such as ChatGPT and Llama 2, and its unique patent-pending DocBrain technology, the company delivers unparalleled personalization, active engagement, and omnichannel solutions across platforms like email, voice, and chat. Furthermore, Enterprise Bot integrates with existing core systems, such as SAP, CRMs, Confluence and more, and with its proprietary middleware, Blitzico, enables the AI to not only respond to queries but also take action to resolve them. This dedication to innovation in four main use case areas, Customer Support, Sales and Marketing, Knowledge Management and Digital Coworker, elevates both CX and employee productivity.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.