CustomerSuccessBox vs. Upland Kapost Comparison Chart

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.

The Comarch Loyalty Marketing Platform is a comprehensive solution designed to enhance customer engagement and retention through tailored loyalty programs. It empowers businesses to create personalized customer experiences by leveraging advanced data analytics and automation. Key benefits include increased customer retention, improved brand loyalty, and enhanced revenue generation. The platform offers a range of functionalities, such as marketing automation to streamline campaigns, pre-integrated customer journeys for seamless interactions, and advanced personalization that adapts to individual preferences. Additionally, it provides robust AI-driven data analytics for actionable insights, helping businesses optimize their strategies. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.

Veriam brings access and subscriptions together in one simple, secure solution. Our brand new platform makes it faster and simpler for SaaS providers to manage onboarding, access, contracting, renewals, and billing—all in one place. How Veriam stands out ✔️ All-in-one platform: Manage access and subscriptions from a single platform, reducing admin and improving workflows. ✔️ Real-time updates: Access permissions update instantly as subscription changes happen—no delays, no downtime. ✔️ Self-service controls: Customers manage their subscriptions, profiles, and access settings, reducing support tickets. ✔️ One login for customers: No password fatigue. Customers only need a single login to access products, subscriptions, and data from any organization using Veriam. ✔️ Security & Compliance: Fewer tools, fewer points of failure. Veriam meets industry standards, ensuring customer data is handled securely and privately. Try us out today!

Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang.

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. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas.

CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.