RetentionEngine vs. Upzelo Comparison Chart

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!

TrueLoyal is an AI-powered loyalty platform built for multi-channel consumer brands that want to increase retention and lifetime value. It helps businesses design, launch, and optimize loyalty programs that connect seamlessly across online, offline, and distributor channels. With features like receipt scanning, gamification, predictive consumer insights, and personalized engagement, it ensures brands can build long-term customer advocacy. TrueLoyal integrates with existing systems through pre-built connectors and an open API, making it easy to connect with eCommerce, POS, and marketing platforms. Brands across industries such as automotive, beauty, food, and retail have reported dramatic increases in customer retention and repeat revenue. Backed by proven case studies, TrueLoyal positions itself as the central hub for customer retention strategies.

The dedicated software for skip tracing from the world’s authority in case management systems. TraceEngine is the one tool you need to make skip tracing easier, faster, and more effective. It is powered by the PoloniousEngine and benefits from 20 years of experience in world-class investigation software and system delivery. Being cloud-based means hosting and security are taken care of, and can you be up and running in less than 10 minutes, with your first 30 days free. You’ll get access to our ongoing support for just $165 each month and with no lock-in contracts you can cancel anytime. TraceEngine is packed with powerful features specifically designed for skip tracing letting you manage more cases and generate more business. A simple search and pick tool lets you easily allocate cases to investigators. If they are not already in the system then a simple widget will pop up to let you add the required details.

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolytics’ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform.

Your data, your insights—no third-party ownership or black-box analytics. Kubit is the leading Customer Journey Analytics platform for enterprises, enabling self-service insights, rapid decisions, and full transparency—without engineering dependencies or vendor lock-in. Unlike traditional tools, Kubit eliminates data silos, letting teams analyze customer behavior directly from Snowflake, BigQuery, or Databricks—no ETL or forced extraction needed. With built-in funnel, path, retention, and cohort analysis, Kubit empowers product teams with fast, exploratory analytics to detect anomalies, surface trends, and drive engagement—without compromise. Enterprises like Paramount, TelevisaUnivision, and Miro trust Kubit for its agility, reliability, and customer-first approach. Learn more at kubit.ai.

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user

Seertech is an all-in-one solution that consolidates your learning and development investment in multiple systems: one contract, one software, one relationship, and one place for all your learners. As an award-winning LMS, Seertech is trusted by over 5 million users globally. With a customer retention rate 78% higher than industry average, Seertech will be the LAST LMS you will ever need. At its core, Seertech is designed to rapidly upskill and retain resources at scale. What sets Seertech apart is how personalized and configurable the software is. This makes our LMS ideal for enterprise organizations with intricate and ‘mission-critical’ learning needs. The Seertech learning approach reduces tribal knowledge, time to contribution, fragmented learning, and manual reporting. These outcomes enable enterprise organizations to better address the current skills shortage. To achieve exceptional learning outcomes, boost retention and reduce costs - talk to Seertech today.

Kukui's All-in-One Success Platform is a robust integrated marketing software solution that helps businesses in the automotive repair industry to grow their brand and take it to the next level. Kukui offers tools for conversion rate optimization, POS integration, email marketing and retention as well as revenue tracking.

Synap is an award-winning exam platform that empowers organisations to deliver secure, online exams with ease. Save time and reduce your workload for creating, marking, and analysing exams. Customise your tests with multiple-choice and written question types, timers, randomisation, and question bank options. Reduce cheating and maintain exam integrity by preventing copying and pasting, using secure browsers, or by proctoring the exams. In-depth data and visual reporting are available for analysing candidate performance, as well as a breakdown of each question's performance. Easily identify the strengths and weaknesses of each candidate, along with determining which questions need improvement over time. Synap helps you assess, analyse, and improve learning outcomes effectively, all from one easy-to-use platform. Get started with your 14-day free trial today, with the ability to cancel any time without any long-term commitments.