Best Customer Service Software for Microsoft Excel
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Compare the Top Customer Service Software that integrates with Microsoft Excel as of December 2025
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This a list of Customer Service software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Customer Service Software for Microsoft Excel?
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. Compare and read user reviews of the best Customer Service software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Zendesk
Zendesk
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.Starting Price: $25/agent/month -
2
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
3
Odoo
Odoo
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.Starting Price: $25.00/month/user -
4
FROGED
FROGED Technologies
FROGED transforms the way companies connect with their customers by combining Human Touch + AI in one secure omnichannel platform. We help businesses deliver smarter, faster, and more personalized interactions—always putting people at the center of technology. With full visibility, traceability, and control, FROGED empowers agents and managers with centralized data to drive efficiency, productivity, and new revenue opportunities. Our solutions include: 1. Unified Omnichannel Inbox: All conversations, all channels, one place—without losing context or personalization. 2. Mass Campaigns & Conversational Marketing: Reach more customers with segmentation and hyper-personalization, turning one-to-many messages into meaningful one-to-one conversations. 3. AI Copilot, Agentic AI & AI Workflows: From summarizing interactions and automating Tier 1 support to creating custom workflows that integrate seamlessly with your tools.Starting Price: $32.5 per month -
5
HubSpot CRM
HubSpot
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.Starting Price: Free -
6
IXACT Contact
Elm Street Technology
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%. -
7
Pliant
Pliant.io
Pliant’s solution for IT Process Automation simplifies, streamlines, and secures how teams build and deploy automation. Reduce human error, ensure compliance, and elevate your efficiency, with Pliant. Ingest existing automation and write new automation with single-pane orchestration. Ensure compliance using consistent, practical built-in governance. Pliant has abstracted thousands of vendor APIs to create intelligent action blocks allowing users to drag-and-drop blocks, rather than writing and rewriting lines of code. From a single platform, citizen developers are able to build consistent and meaningful automation across platforms, services, and applications in minutes — maximizing value across the entire technology stack in one place. With our ability to add new APIs in 15 business days, anything that is not already out of the box will be in an industry leading timeframe. -
8
Jira Service Management
Atlassian
Jira Service Management (formerly Jira Service Desk) empowers Dev and Ops teams to collaborate at high-velocity, so they can respond to business changes and deliver great customer and employee service experiences fast. Tune Jira Service Management to meet your unique needs. Empower every team, from IT to HR to legal, to set up a service desk quickly and continuously adapt at scale. Deliver great service experiences fast - without the complexity of traditional ITSM solutions. Track work across the enterprise through an open, collaborative platform. Link issues across Jira and ingest data from other software development tools, so your IT support and operations teams have richer contextual information to rapidly respond to requests, incidents, and changes. Deliver more customer impact while managing risk. Accelerate critical development work, eliminate toil, and deploy changes with ease, with a complete audit trail for every change.Starting Price: $20 per user per month -
9
Facebook Messenger
Meta
Turn conversation into customer loyalty with Messenger. Messenger helps you simplify customer acquisition by providing a direct, conversational way for people to take action where they already spend their time. Building a presence on Messenger allows people to browse your products and services, and purchase them directly in the conversation. Building an experience on Messenger can help get your business, product or service in front of more people. Whether you’re launching a new product or driving awareness, conversation creates a meaningful connection with your business. Integrating Messenger into a customer service strategy allows customers to communicate with your business on their terms. No more waiting on hold or keeping website windows open. And the conversation stays in Messenger, an easily accessible spot for questions and re-engagement. -
10
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
11
MasterControl
MasterControl
Bringing breakthrough products to market in highly regulated industries can feel like an endless series of trade-offs. MasterControl's software simplifies GxP workflows so you never have to sacrifice quality for cost or innovation for regulation. Complete and connected meets fast and flexible. From quality event management to document control and integrated training - MasterControl Quality Excellence transforms your quality data and processes into a competitive advantage. Modernizing your manufacturing operations starts with modern software. From work orders to work instructions and production records (EBR or eDHR) to logbooks, MasterControl Manufacturing Excellence is the simplest way to digitalize manufacturing.Starting Price: $25,000 / 1st year -
12
Alloy Navigator
Alloy Software
Alloy Navigator is an all-inclusive IT Service & Asset Management solution that provides thoughtful answers to your toughest IT challenges. At its core, Navigator comes with a powerful workflow process automation engine fortified by an intelligent interface that automatically creates meaningful relationships between the data that matters. Covering several IT disciplines ranging from Help Desk, Inventory & Knowledge Base Management to ITIL-driven standards such as Change & Configuration Management, Alloy Navigator is the perfect solution for small, medium and enterprise businesses who strive to achieve the highest levels of productivity.Starting Price: $19.00/month/user -
13
vcita
vcita
vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.Starting Price: $12.00/month/user -
14
VIZOR
Vector Networks
VIZOR is an ITIL Certified IT Asset Management solution. VIZOR manages the complete IT asset life-cycle combining network discovery and inventory data with purchase, warranty and maintenance details. Allocation of assets to employees and locations is simplified so you always know exactly who has what. VIZOR audits your network or integrates with tools such as Microsoft SCCM, LANSweeper and Chromebook Admin. VIZOR is completely modular so you only purchase the features you need. Try now for Free.Starting Price: $2.00/year/user -
15
FlexBooker
FlexBooker
FlexBooker helps you Easily Accept Online Bookings From Your Website. Your account can be set up in minutes, and right away you can start taking appointments from your clients online, without the back and forth of arranging times in the past. Not only will FlexBooker help you drive business, even while you sleep, but will increase your sales through automated confirmations, reminders and follow-ups via e-mail and text message! FlexBooker also includes powerful reporting and all data can be exported to Excel for analysis. It is highly customizable, including both design, colors, booking form fields. Other powerful features of FlexBooker include the ability to accept payments when your clients book online via credit card, and also membership management, allowing automatic subscription payments and package management.Starting Price: $39.00/month -
16
Bizstim
Bizstim Software Solutions
Bizstim business management software is a cloud-based business software solution for small and medium sized businesses. If you are a company that requires scheduling, reminders, billing, accounting, sales management, human resources, records management, and much more, this software would be a great addition to your business. Many of our clients see a 4x to 8x return on their investment within the first month of using Bizstim. Using our CRM software will make you money! Give us a call or try our software for free and we'll show you how. Come to our website for more information or grab our toll-free number and let's have a chat.Starting Price: $7.99/month -
17
Spotler CRM
Spotler
Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.Starting Price: $17.00/month -
18
BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
19
Botbox
Botbox
Botbox is a platform designed for small and medium-sized businesses to help them to onboard customers seamlessly and automate acquisition/retention via the most popular messaging apps. Use smart triggers and easy automation to keep customers updated about your product and services through the most popular messaging apps. Reduce churn by 600% and increase sales with help of pre-built chatbots. Use chatbot templates or build on your own and deploy on Website, Messenger & WhatsApp with one click. Connect to apps you love to boost productivity or use Botbox API to do even more. Easily manage and request new HSM templates, design user opt-ins and manage your WhatsApp notification campaigns without having to rely on the IT department. Reach out to specific segments of your user base with the most relevant information, at the right time. Engage users using automation. Set triggers by analyzing behaviors.Starting Price: $49 per month -
20
Spinso ServiceDesk
Spinso
ServiceDesk is a simple solution for service-oriented firms to systematically manage customer complaints & service contracts. Managing complaints and contracts in excel or spreadsheets has its own limitations such as a lack of centralized management and lesser control over data as it is scattered across different folders, workstations, branches, or even geographical locations. It is difficult to collaborate, generate reports, analytics, etc. since the information is managed individually by stakeholders or managers. With ServiceDesk, you can centrally and systematically manage service data. It has a simple intuitive & workflow interface that enables you to focus on the actionable items for quick and timely actions, you can not only manage your service contracts (warranty & AMC) but also get alerts for your expiring contracts, reminders for PMS (preventative maintenance service), capture regions, create quotations & more.Starting Price: $2 per month -
21
pepito
pepito
With pepito, working hours and vacation days can be easily managed and duty rosters can be created in an uncomplicated manner. The clever tool thinks ahead and precisely records both absences and overtime. On request, pepito takes over the complete time recording and summarizes all information clearly. Thanks to pepito, the right employees are deployed at the right time. The heart of the tool is the requirement and deployment planning as the basis for securing all shifts and working time windows. Duty times are displayed transparently for planners and employees, absences are clearly stored, and actual and target working times are automatically compared. Regardless of the industry, all information about each employee is clearly stored in the digital personnel file. These can be called up by decision-makers at any time. Documents from applicants, certificates, time limits, holiday agreements, notes from employee appraisals, but also master data, and much more have their place here.Starting Price: Free -
22
Reviewsender
Reviewsender
Reviews from Amazon using just ASINs. Automatically receive all your Amazon reviews just using ASINs. No credentials are needed. Get all your reviews pushed to your email, ticket system, or Slack. Anyone can use our easy-to-understand UX. No training is required. We have access to all Amazon marketplaces to get your data. Integrate your data into the software tools you already use. Find where customers get stuck and get to the root of problems. Get experts on call anywhere, anytime with our 24/7 support. We were tired of eCommerce software monoliths that no one can use. So we built a simple app. Make your brand better than the competition. You cannot win your product category without understanding your customers' needs and worries. Enhance your products and customer experience to boost your product sales for every marketplace. Understand your Amazon customers in real time. Start your 14 days free trial now. No credit card is required, cancel anytime.Starting Price: $15 per month -
23
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
24
IngestAI
IngestAI
Turn your knowledge base into a ChatGPT-like context-aware bot. Upload your docs: technical documentation, educational program materials, product/services description, etc. Choose your favorite app and create a bot within minutes, with no code, and no technical skills needed. Get precise AI/ChatGPT-generated answers for questions about relevant materials. Free plan up to 3 bots, 1K requests, 10K tokens, 10Mb dataset size. IngestAI enables you to quickly build and deploy ChatGPT-like bots that answer queries based on uploaded knowledge-based (technical documentation, educational program content, company knowledge base, etc). Upload your knowledge base to IngestAI, choose your messaging platform (Slack, Discord, Telegram, etc), and let OpenAI generate accurate and relevant answers about your product. We encourage our new users to fist spend 2 minutes creating their first bot (that's exactly how long it takes) on Telegram.Starting Price: $39 per month -
25
Fera
Fera
Add, import, manage and moderate your customer reviews, photos & videos with ease. Sync reviews from Facebook, Google and other sources to show on your site in tandem with your own reviews. Approve or decline content submitted by your customers before it shows on your site. Show your store really cares by responding to your reviews (both positive and negative). Touch up content like typos and grammar to maintain your brand's credibility. Let customers to submit photos and videos with their reviews to increase social proof. Fera provides 3rd party verification for real buyers to increase customer trust in your reviews. Create a stronger, better end-user experience with Fera’s comprehensive documentation and code examples. Get the protection you need for your site and keep your customer’s information.Starting Price: $7 per month -
26
AppointmentReminders.com
AppointmentReminders.com
Send call, text, or email reminders to your patients or customers using our automated appointment reminder system. Our small business package gives you all the functionality you need to send automated appointment reminders to your customers. Complete customization of your text message content, including custom text such as room numbers, amounts due, and location names. Roll failed text messages to calls automatically and get unlimited templates. Send call reminders from your verified office caller ID, and build your phone call reminders from an in-house library of over 150 per-recorded voice files. Record voice files over the phone for no additional charge. Add logo, branding colors, company name, number, and other custom fields. Allow customers to confirm by pressing buttons in the email. Emails are readable in most email programs & configured to avoid spam filters and allow customers to easily unsubscribe.Starting Price: $9.95 per month -
27
Rivyo
Webcontrive
Rivyo is a Shopify app that enables merchants to collect and showcase customer reviews and star ratings, enhancing brand credibility through social proof. It supports photo and video reviews, and user-generated content, and includes a Q&A section to engage customers and encourage purchases. The app allows for importing reviews from Amazon and AliExpress, facilitating the migration of valuable feedback to Shopify stores. Merchants can display reviews across various store pages, utilize automated review request emails, and benefit from Google Rich Snippets to improve search engine visibility. Rivyo offers customization options to align with store branding and provides analytics to monitor review request performance. The app is designed for easy installation and user-friendly operation, with support available via live chat and email. Showcase the store's average rating in the popup widget on all pages.Starting Price: $6 per month -
28
onremote AI Assistant
Onremote AG
OnRemote AI Assistant is a versatile tool designed to streamline the documentation process for professionals across various industries. By allowing users to record their work through video and voice, the app automatically generates comprehensive reports, eliminating traditional paperwork and reducing misunderstandings. Key features include support for audio and video annotations, enabling users to highlight crucial information, and multilingual capabilities, with the assistant understanding Swiss German and many other languages, ensuring reports are produced in the desired language. The reporting process is straightforward, users start by recording their observations, previewing and editing the auto-generated report, and then sharing it in formats like PDF, Word, or Excel. For businesses seeking customization, OnRemote offers tailored visual reports that align with corporate designs and can be integrated seamlessly into existing IT infrastructures, including CMS and CRM systems.Starting Price: Fre -
29
monday service
monday.com
monday Service is an AI‑first enterprise service management platform that centralizes and automates all aspects of service operations across IT, HR, facilities, and business teams. It features a built-in AI agent that instantly resolves requests by leveraging ticket history and knowledge bases, while smart tools like auto‑categorization, intelligent routing, and AI‑driven response suggestions streamline ticket handling. Teams can manage tickets from multiple sources within a unified board, escalate incidents, and collaborate across departments through customizable workflows. Self‑service is enhanced with a customer portal hosting request forms, knowledge articles, and categorized resources accessible via a unique external URL. Dashboards and real‑time reports offer comprehensive insights into ticket trends, performance metrics, and service bottlenecks, helping teams proactively address operational issues.Starting Price: $27 per month -
30
WiserReview
WiserReview
WiserReview is a review-management platform that helps businesses collect, organize, moderate, and display customer reviews automatically, with minimal manual effort. It enables review requests to be sent via multiple channels (email, SMS, WhatsApp, QR codes, shareable links) automatically after key events like purchases or sessions. It offers moderation tools, including auto-filters and smart approval controls to prevent spam, profanity, or off-brand content. Reviews can include text, photos, or video. It provides widgets (carousels, popups, badges, etc.) that can be styled to match a brand and embedded on product pages, sales pages, popups, or embedded throughout the site; reviews are structured for trust (e.g., schema support so stars show up in Google). There’s a unified dashboard aggregating all reviews from different sources (Google, Facebook, your own forms, etc.), giving business owners one clean place to see what customers are saying.Starting Price: $81 per year
