Alternatives to Moxo
Compare Moxo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Moxo in 2026. Compare features, ratings, user reviews, pricing, and more from Moxo competitors and alternatives in order to make an informed decision for your business.
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Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
Pipefy
Pipefy
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. -
3
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. -
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Birdeye
Birdeye
Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale. -
5
Titan
Titan
Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. -
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Local Measure Engage
Local Measure
Engage is a pre-built, intelligent, cloud contact center platform that transforms customer service. Built for for Amazon Connect and powered by AWS, Engage combines voice and digital communication channels to improve operational efficiency and deliver valuable insights, Engage uses Generative AI to enhance customer service interactions and create personalized experiences that cater to the changing needs of businesses and their customers. Engage is a Contact Center as a Service (CCaaS), meaning we take care of all updates and improvements with no hardware or expensive agent licenses. Our consumption-based pricing caters to businesses of all sizes. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat. -
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Twilio Flex
Twilio
Everything you need to deliver personalized customer experiences, all on one powerful platform. Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy to deliver digital-first engagement with the widest breadth of communication channels. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips, integrating data from CRM, payment systems, service ticketing, and more. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications. Twilio Flex powers over half a million agents today and is accelerating digital transformation by freeing companies from the limitations of legacy call centers. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business’s unique needs.Starting Price: $1.00/user -
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FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
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Infobip
Infobip
Infobip is a global leader in omnichannel engagement powering a broad range of messaging channels, tools and solutions for advanced customer engagement, authentication and security. With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is the #1 choice of some of the world's biggest companies to scale their customer communications. We help our clients and partners overcome the complexity of consumer communications, grow their business and enhance customer experience, all in a fast, secure and reliable way. With Infobip, you can achieve deeper customer engagement across the widest selection of local and global channels, including: SMS MMS RCS Live Chat WhatsApp Business Apple Messages for Business Facebook Messenger Instagram Business Telegram Viber Voice / VOIP Video Email -
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Camunda
Camunda
Camunda enables organizations to orchestrate and automate processes across people, systems, and devices to continuously overcome complexity, increase efficiency, and fully operationalize AI. Built for business and IT users, Camunda’s leading orchestration and automation platform executes any process at the required speed and scale to remain competitive without compromising security and governance. Over 700 companies across all industries, including Atlassian, ING, and Vodafone trust Camunda with the design, orchestration, automation, and improvement of their business-critical processes to accelerate digital transformation. To learn more visit camunda.com. -
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Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
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Lime Connect
Lime Connect (formerly Userlike)
Lime Connect is Germany's leading AI-Agent platform for customer communication. AI Agents automate complete service processes, integrated into your existing systems and developed in Germany for maximum security. All messages from your website, WhatsApp, or any preferred messaging channel are centralized in the Message Center, where professional features such as live translations, file sharing, and video calls enhance customer interactions. Connect AI allows you to deploy autonomous AI Agents that handle up to 70% of customer requests independently, while the AI Copilot assists your service team by summarizing conversations, suggesting answers, and providing relevant knowledge in real time. Automate processes with Workflows, update integrated systems, and deliver seamless support across all channels. Lime Connect is developed and hosted in Germany, making it a GDPR-compliant softwareStarting Price: $87.00 per month -
13
ReviewInc
ReviewInc
ReviewInc provides Online Reputation Management and Customer Experience Software. ReviewInc's Reputation Management Software helps your business get more reviews, manage your existing ones, and automate review campaigns. Our customer experience tools are a flexible and automated communication system that tracks every step in the customer-facing processes. With a few easy steps, businesses can create a flexible customer experience to make their business shine.Starting Price: 39 -
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Ondato
Ondato
Ondato is a tech company that streamlines KYC and AML-related processes. We're providing advanced technological solutions for digital identity verification, business customer onboarding, data validation, fraud detection, and more. All of them meet the highest quality standards available for KYC online or offline onboarding for all business and customer types orchestrated from a single interface. We're turning compliance into a business benefit by creating a safer environment for organizations and individuals alike.Starting Price: €149.00/month -
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UiPath
UiPath
Become a fully automated enterprise™ with the UiPath Platform. A fully automated enterprise is a digitally transformed enterprise. Create business resilience, speed, and agility, and unburden people from mundane work with the automation platform that has it all. Use the data from your business applications (like ERP and CRM) to give you a detailed understanding of complex business processes. You’ll know what to automate and how to do it best—and be able to prove impact, too. UiPath is an innovative Robotic Process Automation (RPA) and process mining enterprise platform that empowers organizations to efficiently automate business processes, helping companies become digital businesses faster and gain a valuable advantage on their path to AI. Scalable, extensible, and sustainable, UiPath lets users design their own workflows visually--no scripting or coding required. The platform also features full auditing capabilities, advanced analytical reporting, and customizable dashboards.Starting Price: $3990.00/year/user -
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WalkMe
WalkMe
Empower users to keep pace with technology by enabling true digital adoption. WalkMe’s Digital Adoption Platform (DAP) makes it effortless to use any software, website, or app. Combined with proactive, step-by-step guidance, our comprehensive solution analyzes and automates processes so users can complete tasks easily in the moment of need. -
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Kore.ai
Kore.ai
Kore.ai is an enterprise AI platform that enables organizations to build, deploy, manage, and optimize AI agents for customer service and employee productivity use cases. Its Agent Platform, known as Artemis, provides the foundation for creating AI-powered applications, intelligent workflows, and enterprise-grade automation solutions. The platform includes pre-built applications for industries such as banking, healthcare, retail, human resources, recruiting, and IT support. Organizations can also leverage AI agent builders, enterprise search, orchestration tools, and marketplace integrations to accelerate development and deployment. Kore.ai is designed to support large-scale enterprise environments with strong governance, administrative controls, and integration capabilities. By combining AI agents, automation, and business process intelligence, Kore.ai helps enterprises improve operational efficiency and customer experiences. -
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Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
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Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
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Co.tribute
Co.tribute
Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information. -
21
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
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Synchronoss
Synchronoss Technologies
Operators around the world use our cloud platform to offer a premium, feature-rich, branded, cross-platform cloud back up and sync service. But for them, cloud means much more than just storing and syncing data. They are using our platform to launch and bundling new premium service offerings and device experiences that: Expedite time in retail for upgrading devices, protect lost/damaged devices and data, create a simpler online on-boarding and set up for new devices, create new revenue opportunities. As the preeminent, white label cloud provider, we give Operators a feature-rich application and cloud services platform to store and sync subscriber content, while improving the overall content management experience and creating new revenue-generating service offerings. Our mobile content transfer application gives subscribers a cross-platform, easy to use experience to wirelessly transfer personal content from an old device to a new device. -
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ComplyWorks
ComplyWorks
Compliance Management Made Easy More supplier management. Less third-party risk. Join us with the next evolution of compliance management. ComplyWorks’ solutions are flexible, scalable and affordable, so you can go beyond basic governance, risk management and compliance (GRC) requirements. If you already have a GRC process, we will help you take this process to your third parties for a consistent approach throughout your global operations. With our global capabilities and local deployment, we currently provide solutions to clients in over 120 different countries – and growing. At ComplyWorks we realize that safety and compliance involve real people. That's why our clients come to us every day to help them achieve the best-managed operations. This allows ComplyWorks clients to reduce costs, risks and liability across their global operations. -
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Wyng
Wyng
Wyng is the world’s leading Privacy-First Marketing platform. Built on a zero-party data API and privacy by design principles, Wyng makes it easy for brands to deliver customer experiences that are always welcome, relevant, and compliant. More than 250 brands and enterprises use Wyng to build deep, trusted relationships with their customers. Build from dozens of Wyng templates or create your own custom interaction to engage customers, earn data, and build trust. More engaging, relevant experiences drive conversion, earn data, grow loyalty, and increase purchases. Build world-class, branded experiences in minutes. Use accurate, obvious zero-party data instantly for personalization and insights. Consent-driven zero-party data delivers better results without any privacy concerns. Accelerate your team with Wyng services and leverage flexible, enterprise-grade tools to move with the speed of the market. -
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Bitrix24
Bitrix24
Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.Starting Price: $ 49 per month -
26
Mosaicx
Mosaicx
While IVRs rely on menus and preprogrammed responses, Mosaicx IVAs understand natural language (NLU) used by customers. That lets them do more and provide a more enjoyable experience. The Mosaicx team has been innovating customer experience technology for decades. Our team listens to our clients and constantly improves Mosaicx to meet their needs. It's conversational AI personalized for both your customers and you. Mosaicx provides customer experience reports in the same console you use to manage the application. Generative AI can pull information from an index, such as company websites, employee resources, internal spreadsheets, etc. to generate answers to unexpected questions. The search is restricted to approved sources, so answers won’t include any surprises. -
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Formalize
Formalize
Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation. -
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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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Airkit
Airkit
Airkit sits on top of your systems of record to deliver digital experiences that drive customer action. Digitize any sales and service touchpoint through the customer lifecycle. From automated onboarding, self-service account updates, digital cross-sell, churn prevention, to everything in between. Abstract away front-end development with pre-built components and templates for web, mobile, voice, chat. Or build you own. Best-in-class debugging and error tooling helps you ship quality apps faster and with confidence. Less errors, less maintenance. Create your own brand components and asset libraries guaranteeing apps stay consistent with your brand guidelines. Flow customer data across your core systems and Airkit-powered experiences via APIs and pre-built integrations. Measure and optimize experiences with built-in app analytics and reporting dashboards on user engagement. Eliminate paperwork for compliance, privacy, and security certifications. Comply with TCPA, PCI, SOC2, GDPR, HIPAA. -
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ChurnZero
ChurnZero
ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints. -
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DataOceans
DataOceans
DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient. Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships. -
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Ecrion
Ecrion Software
The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications. -
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Simplici
Simplici
Create a frictionless customer experience, enhance operational efficiency and cut costs: The ultimate account origination, KYB/KYC verification, and funding solution. Reduce your compliance risk by implementing Simplici’s Compliance Fabric™ which combines strong KYC (Know Your Customer) and AML (Anti-Money Laundering) tools, giving you a complete compliance solution while drastically reducing fraud. Design branded ID verification flows for KYC/KYB in minutes with automated tasks boosting user conversion. Safeguard your business and clients from fraud by combining biometrics, device information, liveness checks, and relevant KYC data.Starting Price: $4.99 per user per month -
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Prokeep
Prokeep
Prokeep is an easy-to-use, ever-improving messaging platform built exclusively for – and by – distributors, and supported by a team focused on our customers’ success. Prokeep helps you streamline your customer communications in a way that keeps your customer relationships - and your business - growing. Prokeep is an easy-to-use, ever-improving messaging platform built exclusively for – and by – distributors, and supported by a team focused on our customers’ success. Prokeep helps you streamline your customer communications in a way that keeps your customer relationships - and your business - growing. Prokeep delivers text messages even when your phone lines are down. No software to download, no updates to install. Prokeep is a cloud-based web app that can move with you to any machine. Prokeep exchanges more than half a million messages per month. That’s hundreds of thousands orders placed, inventory confirmations and customers just saying hi. -
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Umanest
Umanest
Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.Starting Price: $0.49 per property per month -
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Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
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involve.ai
involve.ai
involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators. -
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Rocketlane
Rocketlane
Rocketlane is an agentic, all-in-one professional services automation platform that helps delivery teams manage projects, people, profits, and customer experience in one place. The platform unifies project delivery, resource management, financial management, client collaboration, customer intelligence, documents, forms, sheets, chat, and workflows. Rocketlane’s AI agents help automate frontline work, govern processes, surface customer risks, and learn from delivery patterns. Nitro supports workflows such as SOW creation, sales handoffs, implementation discovery, project planning, configuration, migration, validations, and go-live execution. The platform provides real-time visibility into utilization, margins, budgets, staffing, customer commitments, blockers, scope creep, escalations, and expansion opportunities. Built for professional services, onboarding, implementation, SaaS, fintech, marketing, and IT services teams, Rocketlane helps organizations deliver client work faster, leanerStarting Price: $19/month/user -
39
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
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OPINATOR
Innology Ventures
Bring the human touch to CX! Boost response rates in VoC, NPS, and CX Management programs with highly engaging and fully customized interactions (e.g. surveys, forms, etc.) that become an extension of your brand. OPINATOR enables you to act on feedback, reduce customer effort, and drive value in each touchpoint. Featuring Predictive, Prescriptive, and Text Analytics, Case Management system, and role-based dashboards. Generate remarkable interactions and turn customers into promoters. OPINATOR is self-manageable but also provides a Customer Success team to overview and guide your projects when you need it. Customers expect innovative and delightful interactions. Combine technology, creativity, and deep customer understanding to deliver those experiences and boost customer engagement. Companies will double down on their CX efforts during the following decade. Rather than old, inefficient surveys, captivate your customers with engaging and personalized UIs. -
41
Nios4
Nios4
Preset modules and sections, low-code editing tools and features ready to use. Everything you need to manage your data. Take advantage of Windows and Mac to create your perfect ERP. Even without the cloud. Thanks to the Android and iOS apps, you will always have your databases with you. Even without the internet. Work with your favorite browsers wherever you want. Each template has dozens of ready-to-install components to suit your way of working. In addition to permissions, you can assign data to one or more users. Each user thus sees only his data and those you decide. Nios4 allows use even on a single device without data sharing (but you miss the beauty of the system). Create as many sections as you want and best display the data in your tables. Thanks to the integrated GPS functions, you can mark the position of where your data is collected. -
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Benbria Loop
Benbria
Increase retention and customer loyalty by improving the experience in real-time with visibility into performance. Escalate and remediate situations as they happen using in-moment feedback and offer solutions to problems customers are facing at the time. Share live feedback, benchmarks and reports with your entire team to create a culture that is customer-focused and promotes continuous service improvement. Set brand standards across all locations and compare results. Define action plans based on real data and enable your front-line staff to understand the customer experience. Use guest feedback to improve the impact of employee training by focusing on what matters most to customers. From service to cleanliness, staff friendliness and food quality, know the areas that matter most to your customers and have ability to make informed decisions to improve their overall experience. -
43
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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Content Guru storm
Content Guru
storm® is the CX platform of choice for enterprises seeking mission-critical CX that is highly scalable and has deep integrations into third-party hardware and software. brain® is Content Guru’s AI orchestration capabilities provide leading automation and human-assist capabilities as well as autonomous and semi-autonomous agentic AI assistants. -
45
Prefect
Prefect
Prefect is a workflow orchestration and automation platform designed for the modern context-driven era. It enables teams to turn Python functions into production-ready workflows with minimal effort. Prefect provides open-source foundations alongside managed platforms for enterprise-scale automation. The platform supports building and orchestrating data pipelines, workflows, and AI applications with full observability. Prefect Cloud offers managed orchestration with autoscaling, enterprise authentication, and built-in governance. Prefect Horizon extends automation to AI infrastructure by enabling deployment of MCP servers for AI agents. Trusted by leading organizations, Prefect helps teams scale automation without operational complexity. -
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Finastra
Finastra
Finastra is a global fintech and software provider delivering mission-critical solutions for financial institutions across lending, payments, and banking operations. The platform is designed to help banks, lenders, and financial organizations modernize their infrastructure while maintaining high levels of security and reliability. It offers a comprehensive suite of products, including loan servicing, financial messaging, and core banking systems. Finastra’s solutions are built with open APIs, enabling institutions to quickly adapt to changing market demands and integrate new technologies. The company supports over 7,000 financial institutions worldwide, including many of the world’s top banks. Its tools streamline processes such as loan documentation, payment processing, and customer data management. Finastra emphasizes innovation through digital transformation, helping organizations improve efficiency and customer experience. -
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Zywave Client Cloud
Zywave
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS). -
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Textedly
Textedly
SMS Marketing Services made easy. Instantly send 10 or 100,000 SMS or MMS picture text messages to any mobile phone number. Easily build an opt-in subscriber list. Schedule text messages to go out any time you want. Track text message delivery. Our plans start at only $24 per month. Or try our Annual Plans and pay up-front for one year, and get 20% more messages instantly. Plus FREE bonus messages on the Annual Plan.Starting Price: $24.00/month -
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FastDox
FastDox
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.Starting Price: £40 per user -
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Front
Front
Front’s powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours. We bring together your core support channels in one intuitive, AI-powered workspace where your team can build collaborative workflows across the entire customer lifecycle. As your customer base and their needs grow, Front AI and customer intelligence serves up the efficiency and insights needed to keep your entire organization customer-first, every day. Plus, we care as much about our customers as you do yours: we provide industry-leading service to our entire customer base, regardless of your team size.Starting Price: $19.00/month/user
