Best Customer Engagement Software for Zoho CRM

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

Use the language you already love to prototype ideas quickly, develop production-ready communications applications, and run serverless applications on one API-powered platform. Twilio is a single fully-programmable platform with flexible APIs for any channel, built-in intelligence, and global infrastructure to support you at scale. Quickly integrate powerful APIs to start building solutions for SMS and WhatsApp messaging, voice, video, and email. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Consult our community of over 9 million developers for guidance and inspiration on your next project. Sign up and start building today.

LiveChat is a robust customer service platform built to streamline communication for businesses. It unifies website chat, WhatsApp, Facebook Messenger, and Meta Suite into a single, high-efficiency dashboard, allowing teams to manage multi-channel support without increasing headcount. The platform focuses on operational efficiency through AI-powered features. The AI Copilot provides instant chat summaries, smart response suggestions, and grammar correction to maintain a professional tone. Technical features like "Sneak Peek" allow agents to see what users are typing in real-time before they hit send, significantly reducing Average Handle Time (AHT) and improving resolution speed. With a 5-minute setup and over 200 native integrations (including Shopify, WordPress, HubSpot, and Slack), LiveChat seamlessly integrates into any existing tech stack. For teams requiring custom workflows, it offers a robust API and webhooks. LiveChat provides the stability, security, and scalability needed to turn real-time conversations into measurable business growth.

Mixpanel's mission is to increase innovation. Mixpanel is not only a company but also a service provider for businesses. Companies can use our engagement and analytics product to analyze how users interact, convert, retain, and engage with them in real-time on web, mobile, or smart devices. They can then use this data to improve their products and business. Mixpanel serves more than 26,000 companies in different industries worldwide, including Samsung, Twitter and BMW. Mixpanel is headquartered in San Francisco and has offices in New York City, Seattle, Austin. London, Paris, Barcelona, Paris, London, and Singapore.

Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them. SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement. It is trusted by more than 450,000 businesses, including giants such as Mahindra Group and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle. Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.

360 SMS App is a Salesforce- and Zoho-native, AI-powered messaging solution built to modernize digital engagement across 15+ channels. Trusted by 60k+ users in 100+ countries, it’s delivered 10+ years of results and holds a 4.98/5 AppExchange rating backed by 1,200+ reviews. Work where your data lives: inside Salesforce records. Sales, marketing, and service teams can run 1:1 conversations, bulk campaigns, automated drips, surveys, and AI chatbots without switching tools or losing context. Support SMS plus the most-used chat apps—WhatsApp, WeChat, LINE, Viber, Kakao, Zalo, and more—with every message automatically logged to Leads, Contacts, Cases, Opportunities, and custom objects for a complete customer timeline. Launch fast with no-code automation, or scale with Salesforce Flows, APIs, and integrations for enterprise-grade use cases. Use AI and AI agents at every stage of the journey—from lead capture and qualification to reminders, follow-ups, renewals, and support updates—so engagement stays timely and personalized. Built-in AI helps teams respond faster and stay on brand with real-time translation, smart reply suggestions, message refinement, template quality scoring, conversation summaries, and next-best-action recommendations. Teams get more done with fewer clicks, while managers gain consistency across outreach and service conversations. Compliance is built in: manage opt-ins/opt-outs, selective consent, and future-proof policies using custom fields and rules. AI chatbots further reduce workload by answering FAQs, qualifying leads, scheduling meetings, and routing conversations to the right team when human help is needed. From healthcare and financial services to education and retail, 360 SMS turns Salesforce into a connected messaging hub—helping

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

Our white label, event-based loyalty solution makes it easy to launch or upgrade your digital loyalty program. You can configure the rules for your loyalty program in our reactor engine so that you can instantly react to customer behaviour and get any type of result. Your customers will receive their rewards right to their phones with our white label loyalty mobile app. Have an app or website already? Our SDK solution will allow you to integrate loyalty in your existing system. Customers can redeem rewards codes right from the app. Push notifications allow you to reach your customers directly from the app. Multi-step achievements and challenges can be created to increase engagement. The app can be customized with content such as a menu or table booking. The loyalty app can be completely customized to fit your brand. Our modular API-first technology allows us to provide a complete loyalty solution, or just a powerful engine for loyalty. Get in touch with us today!

The Chaordix Community Platform hosts communities that connect top brands with their customers, members and users. Our Community Platform is a white-label SaaS solution that connects brands with people who matter most to them, so they can share, discuss, and learn. - Engage your community with a variety of activities and content. - Customizable, ever-expanding profiles facilitate discovery & reporting - Create challenges to gather ideas, review submissions and then put them to a vote. - Create groups manually or automatically by using specific criteria. Connect with customers to build brand loyalty and boost advocacy Access a high-quality, on-demand group of customers and fans to conduct research.

Your website attracts numerous visitors every day, yet only a small fraction engages with your offerings. Regardless of advancements in technology, the need for social proof remains essential for building confidence. Wiser Notify provides a simple and efficient way to instill trust in what you present to your audience. Aiming to enhance sales through effective marketing strategies for thriving e-commerce ventures, Wiser Notify leverages the principles of consumer psychology to offer digital solutions. With its focus on social proof and FOMO (fear of missing out) marketing tactics, Wiser Notify helps draw in potential customers while enhancing your credibility. By displaying recent activities such as sales, sign-ups, and subscriptions, you can foster trust and increase your site's popularity, ultimately leading to greater success in your business endeavors. These strategies not only boost sales but also create a more engaging user experience.

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Aloware functions as a comprehensive contact center that facilitates both voice calls and SMS/MMS messaging, seamlessly integrating with leading CRMs. Whether you need a contact center solution, a sales dialer, or call tracking features, we offer a complete array of customer engagement tools all within a single application. Your team, including support agents, sales representatives, and marketers, will appreciate the benefits of having a unified platform for managing customer conversations. This centralized hub enhances collaboration and improves efficiency across all customer interaction points.

Zoho Thrive, a performance-based platform for marketing, helps you increase sales and customer profitability. Create brand awareness, improve engagement rates, strengthen customer relationships, and reap the rewards of advocates with one central platform. Increase brand awareness among a large audience. Use affiliates who are trusted to increase brand awareness and new customer growth. Keep new customers interested in your brand. Create engagement activities that are tailored to your customers. Find out what your customers are saying about your brand. Use regular feedback from customers to improve your service. Motivate your loyal customers to spread positive word of mouth about your business. This will increase product exposure and help you build credibility with prospective customers.

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.

Allswers transforms subjective views into actionable business insights, serving as an experience management platform designed to enhance decision-making through real-world data. By generating impactful surveys, it not only fosters stronger customer and employee loyalty but also assesses the effectiveness of various processes. We assist in crafting surveys that yield distinctive insights into the experiences of your most vital stakeholders. Our solutions focus on quantifying the value of your company's processes while automating the monitoring of customer interactions for a better grasp of their behaviors. Additionally, we help you assess the attributes, benefits, and values that consumers link to your brand. Managing employee engagement is also a priority, as it can significantly elevate productivity levels. We keep track of quality indicators to ensure compliance with established standards. Experience management is key in pinpointing growth opportunities, and we streamline tasks by creating automatic workflows and integrations that facilitate valuable insights. Ultimately, Allswers empowers organizations to harness feedback effectively and drive continuous improvement.

ZEPIC, an AI-infused Customer Engagement Platform, delivers hyper-personalized customer experiences throughout the entire customer lifecycle. Zenie AI is at the core of this platform, which unifies data, automates campaigns across channels, and provides actionable insight, empowering marketers. The platform's integrated CDP provides a 360-degree view of the customer, enabling intelligent audience segmentation and activation across all channels. ZEPIC's intuitive, award-winning interface allows businesses of any size to create powerful marketing campaigns without needing technical expertise. This accelerates business growth.

With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is a global leader in omnichannel communication. We make it our business to simplify how brands connect with, engage and delight their customers at global scale. Our programmable communications platform delivers a suite of tools for advanced customer engagement and support, plus security and authentication. We make this available to you across the widest range of communication channels possible. THE INFOBIP ADVANTAGE (1) Personalized omnichannel customer connections Achieve deeper customer engagement across the widest selection of local and global channels, including: SMS, RCS, WhatsApp, voice, video, email and the most popular chat apps. (2) Global reach, local presence Our 60+ offices around the world allow us to react faster. We provide 24/7 customer support, technical solutions in-line with needs and local requirements — based on proven best practices. (3) Full stack customer engagement Deliver better outcomes for your business by enhancing your communications with fully integrated contact center, marketing automation, and chatbot building solutions informed by our customer data platform.

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 Remote and Secure Customer Interactions for Your Deskless Workforce. Elevate your customer satisfaction with an on-demand engagement experience that fosters instant connections. Significantly boost the effectiveness of your deskless team in the field, ensuring they can operate efficiently from any location at any time. While you can't extend the hours in a day, you can certainly enhance how productive those hours are. Empower your team to be genuinely deskless, benefiting from a cutting-edge, data-driven business engagement experience that streamlines their tasks. By simplifying their roles, you contribute to a more satisfied workforce. Enhance your operational efficiency by minimizing manual interventions in business processes. Foster a stable workforce and increase productivity through automation and exceptional engagement strategies. Keep your sales data accessible at all times, enabling a seamless flow of information. Reduce obstacles with improved engagement methods and prompt approvals. This approach will also enhance pipeline predictability and boost conversion rates by ensuring accuracy in your sales pipeline. Ultimately, a well-connected team will lead to sustained business growth and customer loyalty.

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.

Encompass-CX provides a flexible B2B customer experience management solution designed to gather, evaluate, and interpret all interactions throughout a client's journey to assess customer well-being. By analyzing these interactions, we offer insights into your accounts, products, and services, enabling you to enhance customer engagement and create a unique client experience that goes beyond mere satisfaction. With our cloud-based dashboard, you can gain a comprehensive view of customer data and share it with relevant stakeholders. This approach not only drives revenue growth but also helps identify opportunities for cross-selling, minimizes churn, and transforms at-risk clients into loyal advocates for your brand. It is essential to exceed customer expectations regarding the quality of your products and services. Encompass-CX compiles various post-sale data points, including service metrics, support tickets, onboarding evaluations, and email communications, to deliver a clear understanding of a company’s accounts. Effectively measuring client experiences is an invaluable strategy for fostering growth within any organization, ultimately leading to a more engaged and satisfied customer base. By leveraging these insights, businesses can adapt their strategies to better meet the evolving needs of their clients.

Yellow.ai is the enterprise-grade Conversational AI platform that unlocks business potential at scale. The platform is trusted across 85+ countries by 1000+ enterprises, Domino’s, Sephora, Hyundai, Biogen International, Edelweiss Broking, Siemens Limited, Waste Connections, American Bureau of Shipping, and MG Motors. Powered by Dynamic AI agents for enterprises, the company aims to deliver human-like interactions that boost customer satisfaction and increase employee engagement at scale, through its no-code/low-code platform. The company has raised more than $102M from blue-chip investors and has offices across six countries.

Glynk is a customer support platform that's specifically for SaaS companies looking to unify KB articles and Community answers. We have built an online community from scratch and grown it to 2,000,000 members. We have learned many lessons from this journey. To make it a thriving community, we worked on the most difficult UX problems, engagement issues and retention. The result is a world-class community platform that actually works. We are not like other platforms. We don't have a list of features that can be sold. Instead, we offer a variety of proven experiences that will engage your members and help build the community you've always wanted. We will guide you through the initial stages of your launch and onboarding to ensure that your members feel comfortable. Glynk is a great tool for you if Community is at the heart of your strategy.