Customerscore.io vs. RetentionEngine Comparison Chart

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.

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

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.

FlexPay is the leading failed payment recovery solution for businesses with a subscription or recurring billing payment model. FlexPay’s innovative platform uses multiple technologies to achieve the highest number of retained customers, resulting in reduced involuntary churn, longer life span after recovery, and higher revenue. Leading brands like LegalZoom, Hooked on Phonics, and ClinicSense trust FlexPay to recover failed payments, reduce churn, and increase customer lifetime value. FlexPay’s AI-driven INVISIBLE RECOVERY™ technology works directly with the payments system to quickly resolve failed payments without customer involvement. When customer help is needed, ENGAGED RECOVERY™ maintains a positive customer experience. FlexPay integrates with 100+ billing and payment processing systems including Stripe, ARIA, Recurly, and Chargebee, meaning quick set-up, no disruptions to billing, and instant recovery improvements compared to traditional in-house recovery methods.

Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets. Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity. As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships. Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger.

Atera IT Autopilot is an autonomous AI agent designed to provide 24/7 IT support, helping IT teams manage rising ticket volumes and staff shortages. It automates routine and complex IT tasks, enabling users to self-solve issues and reducing the IT workload by up to 40%. The platform offers instant, always-on support with near-zero response times, ensuring minimal downtime and keeping employees productive. IT Autopilot interacts through multiple channels including a user portal, email, Slack, and Teams, delivering human-like assistance. It also provides smart device and cloud support, proactive IT solutions, and analytics reporting. This tool helps IT teams focus on priority projects by eliminating repetitive support tasks.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Create a faster path from prospect to profitable relationship with D&B Hoovers. Find key sales prospects and opportunities for growth. 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. D&B Hoovers offers dynamic search and list-building capabilities, realtime trigger alerts, comprehensive company profiles, and valuable research reports.

Thinkific is an easy-to-use platform that enables individuals, training companies, academies, and businesses to sell learning experiences at scale. It provides a world-class user experience for both customers and their students, offering a range of customizable tools to create engaging learning experiences, manage content, track progress, and turn knowledge into powerful educational content. Thinkific’s mid-market solution, Thinkific Plus, is designed for larger organizations that need more advanced features, scalability, and control. It offers e-commerce solutions, high levels of customization, including branded learning portals, advanced reporting, integrations with enterprise systems (like CRM and marketing platforms), and dedicated customer support. Thinkific Plus allows for managing multiple admins, streamlined user management, and enhanced security, making it ideal for companies with large teams or complex needs looking to deliver consistent, high-quality training at scale.

WaitWell is a comprehensive queue management and appointment scheduling platform designed to enhance customer service, streamline operations, and improve overall efficiency. It allows organizations to manage virtual queues, walk-ins, and pre-booked appointments easily through web links, QR codes, SMS, or optional self-service kiosks. Customers receive real-time notifications, estimated wait times, and turn alerts, reducing frustration and boosting satisfaction. Staff benefit from intuitive dashboards, advanced analytics, and reporting tools to optimize workflows, staffing, and service delivery. WaitWell enables secure payments and integrates seamlessly with a wide range of systems and platforms, including electronic health records (EHRs), customer relationship management (CRM) systems, and student information systems (SIS) to ensure smooth data flow and improved operational efficiency.