Alternatives to Magentrix Customer Success

Compare Magentrix Customer Success alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Magentrix Customer Success in 2024. Compare features, ratings, user reviews, pricing, and more from Magentrix Customer Success competitors and alternatives in order to make an informed decision for your business.

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    Pipefy

    Pipefy

    Pipefy

    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.
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    CallShaper

    CallShaper

    CallShaper

    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.
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    LiveAgent

    LiveAgent

    Quality Unit

    Stay on top of all customer requests and inquiries with LiveAgent, the most reviewed and top-rated help desk software for SMB in 2024. LiveAgent boasts the fastest chat widget on the market and has over 150M end-users worldwide. LiveAgent is a fully-featured web-based live chat and helpdesk software. LiveAgent harnesses the power of a universal inbox, real-time live chat, built-in call center, and a robust customer service portal. LiveAgent has over 175+ helpful features such as advanced automation features, rules, tags, and 195+ integrations. Join companies like BMW, Yamaha, Huawei and Oxford University in providing world-class customer service. Start your free 1-month trial today, no credit card required.
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    Supportbench

    Supportbench

    Supportbench

    Supportbench is a powerful customer service management tool that helps you deliver exceptional customer support. We are razor focused in helping teams that have to support other businesses (B2B) in helping to manage all of the complexities that arise when supporting these high volume environments. Supportbench provides enterprise-level tools that allow mid-sized businesses to help retain more customers, automate more, while saving costs. Features include customizable surveys including NPS and CSAT, seamless integrations to CRMs like Salesforce, real time analytics, built in scheduling tools, knowledge base, support ticketing system, agent and team scorecards, customer success health scoring, adaptive response times and much more. Our reviews SAY IT ALL ..🎤.
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    elevio

    elevio

    elevio

    Elevio is a knowledge platform that helps companies capture, deliver, measure and evolve their product knowledge. We help growing teams reduce their support loads and enterprise teams better manage their knowledge requirements. Deliver contextual answers to customers or give your support agents the right info as they need it. Reduce support loads, increase customer success and create custom knowledge experiences for your product. Is your team utilising Knowledge Centred Service (KCS)? With Hub, your whole team can collaborate to make sure your docs are up to date, accurate, and as detailed as they need to be. Based on user feedback and data analysis, it's the backbone of continuous user education.
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    FROGED

    FROGED

    FROGED Technologies

    FROGED is where Customer Success meets Product-led growth. One affordable platform to solve onboarding, retention & support challenges - built by a SaaS, for SaaS companies. Brands can optimize their entire Customer Lifecycle: Onboarding, Engagement, and Proactive Customer Support. Using one platform you can: - Automate support (live chat, help desk & integrations) - Increase product adoption (in-app messages and email campaigns & automation) - Reduce churn by up to 76% (Use NPS surveys, omnichannel communication, & keyword spotting) Plus increase engagement, overall MRR, and retention rate. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.
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    Userlane

    Userlane

    Userlane

    Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.
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    Chameleon

    Chameleon

    Chameleon

    Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports
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    Minerva

    Minerva

    Minerva Knows

    Minerva empowers you to effortlessly create clickable instructions for anything online. Any time you have to communicate a set of steps, without physically standing next to someone, you can use Minerva! The tool is free. For additional paid features (e.g. analytics, collaborative editing), we're excited to offer additional support. Minerva is an interactive “how-to” guide. Our guide shows you where to click, and what to do next so you can spend less time googling and more time doing. Our mission is to make it easy for anyone to do anything online, especially you. We show you where to click, and what to do next. Download our extension today! We are making process knowledge and expertise instantly accessible wherever you need it, right as you need it. Minerva Pro enables you to make private recipes, create teams, and view analytics at the individual, team and recipe level.
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    EverAfter

    EverAfter

    EverAfter

    You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product.
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    RevSetter

    RevSetter

    RevSetter

    Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth.
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    BuyerAssist

    BuyerAssist

    BuyerAssist

    With BuyerAssist, your sales teams power continuous value discovery and realization for your buyers, to build trust and accelerate revenue. Collaborate and win with your buyers by aligning with them on a shared definition of success, milestones and the jointly-operated plan to get there. Enable interactions that help you identify and define potential value for your buyers and create a plan to get there. Partner with your buying teams across personalized milestones and a jointly developed roadmap to buyer success. Empower your buyers with one-place-to-go for accessing contextually relevant information at any time. Unify all the buyer behavior data across their lifetime engagement to make business decisions.
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    Brightback

    Brightback

    Chargebee

    A cancel experience so good that customers won't quit. Target customers with personalized offers by segment, LTV, tenure, usage and more. Maximize your efforts on high-value accounts with automated customer profiling. Reporting dashboards show saved and lost customers, trending cancel reasons, impact on revenue and more. Unbounce increased their retention rate by 11% with Brightback. Before using Brightback, we couldn’t take action on data that our customers were giving us at the point of cancel and it was definitely holding us back. Brightback has changed the way we operate. Also, build cohorts for each of your plans and segments. Then of course integrate a testing platform so you can test experiences and offers at scale. Then you should import and compare against benchmarking data to see how you’re measuring up within the industry. Or you could just buy Brightback and get results in literally days.
    Starting Price: $250 per month
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    ServiceSource

    ServiceSource

    ServiceSource International

    ServiceSource delivers B2B digital sales, customer success, renewals management, and channel management solutions on behalf of enterprises worldwide. Together, we will scale and transform your customer journey experiences into profitable business outcomes. We drive client success by bringing the world’s greatest brands closer to their customers through people-powered, digitally-enabled services and data-driven insights. ServiceSource recognizes that what works for one customer may not work for another. That's why we're partnering with leading organizations that come to the table with a unique set of capabilities, each enhancing our services and bringing them full circle as end-to-end solutions. Not only that, our partner ecosystem is giving customers what they've been wishing for: flexibility and choices. A "one size fits all" approach is no longer your only option.
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    Qiscus

    Qiscus

    Qiscus

    Engage your customers through 20+ channels in one platform and give the best customer experience with Qiscus. Convert leads, handle complaints, and market your products with our features. Multiple Channels are integrated into one dashboard, WhatsApp, Facebook, Instagram, LiveChat, and many more. Put a chat widget on your website and mobile apps. Complete analytics about your customers, agents, and channels. Integrate with many other systems for automation and scaling. Thousands of businesses have delighted millions of customers with Qiscus’ solutions, conquering competition with cutting-edge innovation. Maximize customers’ trust in every part of their journey. Remove lead leakages and slow responses. Welcome your customers on one unified platform and manage their profiles with CRM. Answer inquiries, introduce your product and segmentize customers with CRM and tagging. Provide efficient and structured support with multichannel inbox.
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    Aligned

    Aligned

    Aligned

    Aligned is the new place for B2B Revenue teams & buyers to work together effectively. Moving the deal/customer project from the madness of back and forth, dull, messy, sales(y) emails, into a single collaborative workspace for each customer. Reps are empowered to communicate more effectively with all stakeholders, to better collaborate on resources, on next steps, and to leverage analytics to gain visibility on their blind spots in the buyers’ journey. Thousands of top revenue reps from companies like Liveperson and Deel use Aligned daily to simplify the complexity of controlling their deals and differentiate their customer experience by empowering their buyers. Buyers continuously share loving feedback as we work on making sales frictionless, more enjoyable, and impactful.
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    ReFrame Engage

    ReFrame Engage

    WSD Digital

    Advanced conversational intelligence for unparalleled customer experience. Context-aware solutions to provide the best customer experience within a single powerful platform.​​ Services are enabled by seamless, and hassle-free multi-channel interactions with your customers.​ Empowered, context-aware interactions to build relationships with your customers.​ Engage is a platform that enables one-stop context-aware communication and collaboration for any industry looking to improve and streamline their customer interactions for any business services while driving great customer experiences. The solution empowers employees to deliver effectively from anywhere, anytime using any mobile device.​ A requirement assessment questionnaire that identifies your unique needs.​ Configure staff, departments, divisions, and locations, and appointment time-slot creation. ​Create service time-slots at the level of any entity (staff/dept/location) with intervals suited for your business or service.​
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    Kaizan

    Kaizan

    Kaizan

    Kaizan uses conversation intelligence to highlight client health and what will increase revenue. Building the future of relationship management with innovative client-centric teams. Guiding your company to retain and grow clients with Kaizan's client intelligence platform. Kaizan uses advanced language models and conversation intelligence to extract the key tasks and actions you’ll need to enable client success. Kaizan populates client work streams for you; summaries of all conversations, the next steps, and risks and opportunities that assist the team with client retention and growth. Finally, an unbiased view of what’s really happening across your client portfolio. Stakeholder mapping is critical in managing client relationships as it helps businesses build trust, establish open communication channels, and create a collaborative partnership. We share our tips on how to do it effectively. Insights that will increase revenue.
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    Intellum Platform
    Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Backed by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution.
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    Gemseek

    Gemseek

    Gemseek

    Deliver outstanding customer experience where it matters аnd grow your business. The GemSeek CX platform empowers companies to woo and grow customers worth millions of dollars. Measure how well you keep your promises at every touchpoint and get crystal clarity how to transform your business to indulge customers beyond satisfaction. A scalable solution to give you clarity and guide your everyday decisions. In the first 3 years after implemention it can help you increase customer satisfaction YOY by at least 15pp, retain 40% more customers, get 10% more revenue from closed-loop customer feedback initiatives, and spend 30% less on customer support. GemSeek customer experience platform enables multi-country programs where you understand what impacts customer satisfaction. Measure experience in real time across all channels and identify key satisfaction drivers. Provide AI-driven recommendations for retaining and growing customers.
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    CrankWheel

    CrankWheel

    CrankWheel

    Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS 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. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. 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!
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    Amity

    Amity

    Amity

    Don’t get boxed in. Amity adapts to your business. Give your customers reasons to keep coming back by showing them the day-to-day value of using your product. Understand what success looks like to your customers and how your product can help them get there. Understand your customer’s motivation for the upsell and be perfectly positioned to expand it. You’ll never be surprised because Amity provides real-time insights that are tailor-made for your business. SmartPlaybooks™ enables your team to provide the right action at the right time. Management reports and dashboards provide leaders with the information required for predictable growth. To understand the entire customer lifecycle, Amity combines data from your application, website, and mobile apps with data locked in your billing, CRM, email, marketing, and support ticket systems.
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    Akita

    Akita

    Akita

    Managing customers is difficult. Make it easy with Akita, the hub for all your customer data, activity, and metrics. Try us for an engaged, healthy, and growing customer base. Akita lets you setup unlimited Customer alerts so you can take action when a customer is at risk of churn or ripe for upselling. Akita allows you to create powerful Customer segments; enabling you to tailor your Customer Success efforts to each customer's unique requirements. Trigger pre-defined workflows in response to Customer behavior or attributes. Create tasks and send messages directly from your own mailbox. Automate your Customer Success workflows and free up your time for more high-value tasks. Akita's Customer Success planner helps you create, schedule and manage your tasks from one simple interface so you can streamline your day-to-day workflow. Akita provides the most powerful Customer Health Scoring in the market giving you at-a-glance information about each customer.
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    SnapCall

    SnapCall

    seampl

    Use video chat to connect with online leads and increase sales performance — whether it’s Online Shopping, B2B Sales, or Consulting Business. Reproduce the world-famous Live Video Shopping experience, and provide immersive Product Demo. Initiate Online Consultations without leaving the chat conversation. You no longer need to use a third-party video service provider, the video communication takes place directly without leaving the chat. Regardless of your screen sharing needs (presentation display, technical support), the entire experience happens in a single click and inside chat with the client. All agents can instantly playback their call records immediately after the call is ended. Find all your recordings in our embedded dashboard, even weeks after the call ends. Initiate a live video call within the chat with your client. Enhance collaboration by enabling screen sharing.
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    Subsets

    Subsets

    Subsets

    Subsets increases lifetime value in subscription media by enabling commercial teams to run AI-driven retention experiments without engineering support. We analyze the key factors that drive retention across your customer journey. Using explainable AI, we recommend unique retention strategies for each segment. Take the guesswork out of flows by experimenting first and automating what works. Connect directly to your source systems or data warehouse. Subsets platform enables business teams to act. Orchestrate campaigns with the tools you know and love. Join successful subscription businesses that are leveraging Subsets to automate retention with AI. Purpose-built for commercial teams, providing seamless integration. Understand what makes subscribers stay and run proactive retention flows.
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    Agile CRM

    Agile CRM

    Agile CRM

    All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.
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    Starting Price: $8.99 per user per month
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    InsuredMine

    InsuredMine

    InsuredMine

    Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes
    Starting Price: $69per user per month
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    Loop Subscriptions

    Loop Subscriptions

    Loop Subscriptions

    Loop is a Shopify subscriptions app that helps DTC brands to increase AOV & reduce cancellations with help of gamified rewards system & fully customizable subscriber portal. At Loop we want to un-complicate subscriptions for Shopify DTC brands across the world. We want to help DTC community offer world-class experience to their subscribers. So Loop is not just another subscriptions app. We want to become your subscription growth partners.
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    Netformx SuccessXpert
    Cisco provides incentives to Partners to attain Customer Experience (CX) certifications. These enhance the Partner’s ability to deliver higher value and achieve greater end-customer loyalty throughout the customer experience lifecycle, from initial purchase to installation and activation right through to adoption and implementation. To acquire Cisco’s Advanced Customer Experience Specialization and collect Lifecycle Incentive cash rewards, Partners must pass an independent third-party audit to verify their compliance with the specialization requirements. After months designing and implementing a Customer Success Management (CSM) infrastructure to prepare for the audit, Partners find that today’s CSM applications do not have the automation required to meet the audit tooling needs. Consequently, additional months are spent manually transposing critical live customer data and information from various applications into the CSM to pass the audit.
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    Gleantap

    Gleantap

    Gleantap

    Engage customers and boost loyalty with Gleantap, a powerful multi-channel customer engagement platform. With Gleantap, businesses can harness the power of SMS marketing and mobile push notifications to retain customers, automate marketing, and increase revenue, referrals, and reviews. It features mobile push notifications, text messaging marketing, smart analytics, and segmentation tools.
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    Pega Customer Service
    Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pega’s AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly. Efficient service delivery across every interaction to minimize your team’s cost-to-serve while managing increased contact volume.
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    UXPressia

    UXPressia

    UXPressia

    UXPressia is a collaborative customer experience platform that allows you to create, export, and share customer journey maps, personas, and impact maps online. Some of the platform’s features include maps and personas with a predefined, easy-to-customize structure (drag and drop sections, such as text, video, embed code, touchpoints, etc.). Multiple-persona journey maps. Design View (journey atlas) to specify relations between mapping initiatives. 120+ free templates for 10+ industries to use as a starting point. Text and audio comments, dot votes, and reactions. Storyboard library and image formatting. Default and custom tooltips. Color themes for journey maps. Team library for touchpoints, images, channels, etc. Link and email sharing. Presentation mode. Branding and high-quality exports (PNG, PDF, CSV, and PPTX). Teams will especially enjoy collaborative options and the possibility to standardize and scale their projects.
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    Wizerr

    Wizerr

    Wizerr

    Create and publish prompts for your own product - accelerating product adoption. Product users need expert help from time to time - especially in complex products - and currently that help is fragmented and manual. Today, users are turning to AI chat tools to find solutions & get work done on your product. But they have to design and test each prompt by themselves - which is inefficient and often suboptimal. Wizerr lets you launch your own hub of expert prompts, designed by your experts, for your product. It's super simple to use too! 1. Any expert, user champion, partner (and more!) can submit a prompt. 2. Users try them, and the most useful ones quickly become apparent through built in analytics. 3. In one click, your company can verify the best prompts. 4. ...And voila! You'll have top-notch prompts that'll supercharge user-adoption of your platform. So, what are you waiting for? It's time to level up your platform adoption with expert-designed prompts!
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    HubSpot Service Hub
    Customer service software that builds organization and efficiency into your customer service team. Start providing better customer service right now with Service Hub. Service Hub™ has all the tools you need to delight customers at scale. You’ll give them an extraordinary and efficient experience with your company, help them help themselves, and build a base of happy customers who advocate for your business. Deliver organized customer service that gives efficient help and complete answers. Customers don’t care about the internal structure of your company. They just want help. When your teams are cut off from each other, you create friction and confusion for your customers. With the tools in Service Hub™, you can finally build a frictionless customer experience. This starts with the Conversations inbox, which brings all your communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.
    Starting Price: $50 per user per month
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    Kapta

    Kapta

    Kapta

    Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.
    Starting Price: $1,000 per month
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    Userlist

    Userlist

    Userlist

    Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns based on what users do (or don’t do) in your product. Choose the right channel for each message: deliver via email or in-app messages. Segment your users based on their behavior. Send one-off broadcasts to make announcements and promote new features. Use built-in campaign templates, so that you never have to start from scratch. View your user profiles in a simple admin dashboard. Add filters or dive straight into user profiles one by one, where you can see all their events and properties.
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    Workorb AI

    Workorb AI

    Workorb AI

    Workorb AI is the future of work for customer-facing teams, with automated complex repetitive tasks and greatly improved sales, upsell and service outcomes. We stitch internal and external conversations to untangle multi-year, multi-people B2B customer relationships using a new class of LLMs — Graph Large Language Models.
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    Arrows

    Arrows

    Arrows

    Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
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    Reptrics

    Reptrics

    Reptrics

    Enable your teams to fight customer churn, and identify growth opportunities, with the data they need to take action. Take the right actions, at the right time, wherever your customers are. With products for every stage of the customer journey including digital, customer care, in-location, and account management, you have the tools you need to accelerate the business impact of your CX program across the entire organization. Meet your customers where they are and capture real-time feedback in the moments that matter. With multiple channels and data sources all feeding into one platform, you’ll get a complete view of what customers are thinking and feeling. Reptrics integrated survey tool allows you to solicit feedback to measure customer sentiment and satisfaction with your product or business through today’s most popular surveys. Reptrics automatically sends recommended actions to the right teams in the tools they use, so they can take the steps that will improve customer satisfaction.
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    STAMP

    STAMP

    Stonegate Advisors

    Assess customer, channel and employee sentiment, significantly improve your ability to retain accounts, increase recurring revenue, and maximize customer lifetime value. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business. Not only does STAMP provide the Net Promoter Score (NPS), but also uses our proprietary algorithm to calculate your STAMP Score to quickly show what clients are loyal or at risk of loss. Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business. An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm.
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    Userpilot

    Userpilot

    Userpilot

    Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.
    Starting Price: $249 per month
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    EspoCRM

    EspoCRM

    EspoCRM

    Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices.
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    Gleen AI

    Gleen AI

    Gleen AI

    We developed Gleen AI, a generative AI/ML system that works in conjunction with GPT-4 to maximize the accuracy and relevance of all generative AI responses. Your customers need prompt action, not just idle chit‑chat. Gleen action bots can be configured to perform practically any action on behalf of your customer, all within the context of the same generative AI conversation. Gleen AI can easily gather knowledge from disparate sources, like your help desk answers, community discussion boards, and product data sheets. Updating Gleen AI's knowledge takes one click. Gleen AI can crawl multiple sources of your company's knowledge in as little as 2 hours. Deploy the Gleen AI on your support channels, and/or integrate Gleen AI with your help desk solution. Monitor consumer feedback and documentation inconsistencies in Gleen AI, and continue to update knowledge as your company evolves. Use Gleen AI to interact greet visitors, answer questions, and set appointments and demos.
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    Zendo

    Zendo

    Zendo

    Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.
    Starting Price: $12 per user per month
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    Heyday AI

    Heyday AI

    Hootsuite

    Heyday’s Conversational AI platform for retailers combines the power of AI with the human touch of your team to deliver 5-star customer experiences. Capture, engage, and convert leads 24-7 with an online sales assistant that never sleeps. Heyday personalizes your website’s customer experience by connecting to your product catalog to deliver tailored search results and recommendations, and looping in your associates only when customers are ready to buy. Heyday creates the ultimate personal shopper experience, powered by AI. Flooded with repetitive customer service requests? Heyday’s powerful Conversational AI technology provides an instant and always-on first line of support that removes time-consuming, recurring FAQs and order tracking questions from your team’s plate. That means, they can now focus their efforts on higher-value customer conversations while our chatbot takes care of the rest.
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    Front

    Front

    Front

    Front is a customer communication hub that surrounds every high-stakes conversation with team collaboration capabilities and contextual data to ensure responses are always fast, accurate, and deeply personalized. Front’s modern interface is inspired by email clients, which team members love because it’s familiar and easy to use. Behind the scenes, powerful automation capabilities eliminate manual workflows across systems, and detailed analytics make it easy to improve team performance and the health of customer relationships. Learn more at front.com
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    Velaris

    Velaris

    Velaris

    Velaris helps Customer Success teams understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve. Designed by CS experts, for CS experts, the platform aggregates and enriches all customer data on a single, easy-to- use interface to give you the valuable insights needed for proactive, data-driven decisions. With Velaris, you can focus on delighting customers, reducing churn, and driving growth.
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    SurveySensum

    SurveySensum

    SurveySensum

    SurveySensum is a leading customer feedback platform that helps you gather and analyze customer feedback and take strategic actions that drive revenue. With its ease of use and exceptional support, it is becoming a preferred choice for both beginners and seasoned professionals. It facilitates businesses to gather and act effectively on their feedback across industries like B2B, SaaS, Telecom, NBFC, etc. SurveySensum is not your ordinary CX feedback tool – it is a CX service that helps you achieve your business goals with a customer feedback platform. It comes with seasoned CX professionals who provide end-to-end guidance and support so that you can make your CX program a success. They guide you through the entire process – from survey creation to detailed analysis to extracting valuable action plans and closing the feedback loop in real-time.
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    SmartKarrot

    SmartKarrot

    SmartKarrot Inc

    SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.
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    Vitally

    Vitally

    Vitally

    Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.