Best Customer Engagement Software for Microsoft Outlook

Sogolytics, an experience management platform, allows companies to collect, analyze and use employee and customer data to drive business growth. Sogolytics is used by organizations across all industries to track interactions at all touchpoints with customers and employees. The best-in-class reporting delivers real-time, actionable insights that help to prevent and mitigate potential problems. SogoCX improves every aspect of a company's customer experience. This means improved conversion rates, simplified data management, and understanding customers to increase return on investment. Organizations can use SogoCX to measure key metrics like NPS, CSAT and CES. SogoEX software is used by organizations to collect and use data to improve engagement and reduce turnover. This platform allows HR and leadership to drive organizational changes through real-time feedback collection and employee engagement.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Tractivity stands out as the leading stakeholder relationship management (SRM) software in Europe, consolidating all one-to-one engagement and communication into a unified platform. Extensively utilised across both public and private sectors, Tractivity provides global organisations with the means to effectively manage projects while fostering trusted relationships with communities and stakeholders. Tailored to enhance efficiency and promote impactful stakeholder engagement, Tractivity addresses challenges such as siloed working, suboptimal engagement management, insecure data storage, and fragmented data. Empowering you with a comprehensive suite of tools, Tractivity enables the creation of influential communications. Seamlessly execute successful stakeholder engagement projects and consultations from inception to completion by leveraging a single source of truth.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

SuiteCRM is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Engage customers throughout the entire journey via voice and digital channels (chats, email SMS, email and social media). Integrate business communications with business system, giving valuable information to employees at every customer touchpoint. CoreInteract's drag-and-drop design makes it easy to manage workgroups and routing rules that meet your business needs. You can set the priority and order of which workgroups will receive customer inquiries. CoreInteract lets you manage your interactions in Teams natively without the need for a separate desktop software or application. Your team members can easily distinguish between customer calls and internal calls by clearly marking workgroup calls. CoreInteract can retrieve a Dynamics 365 customer record for each answered call. This gives you more control over your customer information and allows you to call a customer directly within Dynamics 365.

Agendize offers more than just an online appointment booking and scheduling system... We offer the most flexible and powerful solutions to simplify and enhance your customer relationships. Agendize White Label program APIs make it easy to deploy our scheduling software in your workplace. Our team will assist you in creating the best product for your customers. We are a partner of choice for large groups, enterprises and franchisors such as Orange Business Services, CNP Assurances, AG2R La Mondiale, Allianz, Plurial Novilia or Jardiland.

Enhancing customer engagement through personal interaction, Inzite offers a comprehensive solution for communication via video, phone, and scheduling. It provides fully integrated and tailored options that include direct messaging, video and phone calls, screen sharing, and scheduling features. With capabilities such as website integration, custom widgets, CRM compatibility, real-time availability, calendar synchronization, personalized meeting agendas, as well as reporting and analytics, Inzite ensures a seamless experience for both businesses and their clients. This innovative platform empowers organizations to build stronger relationships through meaningful conversations.

Elevate your customer experience through advanced conversational intelligence that sets a new standard. Our context-aware solutions empower businesses to deliver exceptional service on a single, robust platform. By facilitating smooth, multi-channel interactions, we enable hassle-free communication with your customers. This context-driven approach fosters meaningful relationships with clients, making it easier than ever to engage with them. Engage serves as a comprehensive platform that supports industries aiming to enhance and streamline customer interactions, significantly elevating service quality. Employees can efficiently manage tasks from anywhere at any time, utilizing any mobile device available to them. To tailor our services to your specific requirements, we offer a detailed assessment questionnaire that highlights your unique needs. Furthermore, you can configure staff, departments, divisions, and locations, alongside creating customizable appointment time slots that align with your business demands, ensuring optimal service delivery at every level. With this flexibility, businesses can design service time slots that cater to their operational requirements, enhancing overall efficiency and customer satisfaction.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

A Unified Platform for Infinite Customer Solutions. TABLE offers a comprehensive, on-demand customer service experience tailored to the preferences of each individual—whenever, wherever, and however they choose. Everything operates within a single, cohesive interface. From the initial interaction to the fiftieth transaction, customers enjoy effortless, immediate access to your offerings. Furthermore, TABLE retains all essential information about each customer, ensuring that your company remains informed. It's an intelligent choice for your business that leaves a lasting impression on your clientele. TABLE enhances every aspect of the customer journey, making our sales and marketing efforts more coordinated than ever before! Navigate Your Customer Journey With Assurance. TABLE collaborates with your organization to ensure a fluid customer experience, equipping you with the necessary tools to assist your customers at every juncture. Empower Comprehensive Customer Support. Beyond simple chat functions, TABLE can implement personalized automated actions ranging from scheduling appointments to processing payments. Additionally, your specialists can engage with customers through voice and video communication, further enriching the interaction. In this way, TABLE not only streamlines the process but also fosters stronger relationships.

In today's fast-paced market, capturing customer attention is increasingly challenging, forcing marketing and customer experience (CX) leaders to drive growth while managing limited time and resources. Pendula harnesses the vast capabilities of generative AI to equip teams with the tools necessary to foster adaptive and impactful two-way customer interactions, ultimately inspiring, engaging, and retaining customers on a larger scale. Positioned as a central figure in the dialogue between businesses and their clientele worldwide, Pendula offers intuitive drag-and-drop features that enable teams to maximize their productivity. By facilitating intelligent action based on real-time data, Pendula activates your entire data ecosystem, making it a cornerstone of next-generation customer engagement and retention strategies. Through its innovative workflow studio, the only constraints are those of your imagination, allowing users to select data sources that highlight crucial moments for their customers, thus enhancing the overall experience. This approach not only streamlines communication but also cultivates deeper relationships between brands and their audiences.

Retainly serves as a comprehensive engagement platform that helps businesses enhance customer loyalty through the automation of communications via emails, SMS, popular messaging apps, and web push notifications. With its intuitive design, it facilitates the effective implementation of impactful marketing campaigns across multiple channels. By allowing integrations with various marketing systems, Retainly removes the need for tedious manual tasks and prevents data fragmentation, thus enabling marketing teams to operate their technology independently and concentrate on innovative ideas. The platform is equipped with essential features, including web tracking, contact segmentation, workflow automation, and funnel analytics, which collectively empower businesses to boost customer interaction significantly. Tailored for diverse industries, Retainly presents a low-code environment complete with pre-configured integrations that simplify marketing processes. This not only saves marketers from the burden of mastering numerous unrelated tools but also fosters an atmosphere where creativity can flourish and lead to better business outcomes. Ultimately, Retainly positions itself as a vital resource for those seeking to optimize their customer engagement strategies.

Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.