Best Customer Service Software for Microsoft 365

Easy to use, award-winning Help Desk software for service teams that need to do more with less. Simplisys Service Desk provides flexible solutions for support teams of any size. - Manage multiple data channels with one interface Roles-based access to tickets - Email integration that creates and acknowledges tickets automatically. - Features rich reporting tool and dynamic dashboards. - Roles based Customer Portal - Simple to use business rules and workflows to drive automated processes. - API's for integration with third party software. We offer unparalleled support and market-leading service. Don't waste your time looking through thousands of documents online. Give us a call.

Freshservice is the right choice if you are looking for an IT service desk solution with simplicity. Freshservice is an easy-to-use ITIL service desk from Freshworks that helps businesses modernize IT and other business functions without the complexity and cost. Freshservice provides everything teams need to manage proactive IT services, including asset management, ticketing, configuration management, enhanced impact analysis, robust incident management functions, and more.

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.

3CX is an open-standards, software-based IP PBX that provides complete Unified Communications right out of the box. 3CX is suitable for all industries and sizes. It can provide everything you need, from mobility and status to advanced call center features and more, at a fraction the cost. 3CX is ideal for remote companies and includes mobile apps, video conference, and website live chat. The installation, management, and maintenance of the PBX are so simple that you can easily manage it yourself, on your own appliance, server, or on a cloud-based platform. You can also choose to have it hosted on 3CX for an easy solution.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors, resellers and the networks beyond. Most companies spend years perfecting their product or service, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn training from a cost into a growth engine. The ability to sell courses, accreditations and learning paths directly through the platform doesn’t just help retain business. It transforms customer education into a revenue stream. The same thinking runs through the entire platform – in how Saga AI adapts every learning journey to the individual, in how training portals can be customized to different customers and regions, and in how we work with you long after you go live. Eurekos Product Features:•Saga AI –Saga AI delivers contextual knowledge discovery, automated content creation and adaptive learning paths that adjust to each learner's behavior and progress. • Learning journeys and adaptive paths – Build any training path imaginable.• Built-in course authoring – 40+ customizable, interactive authoring tools built directly into the LMS. • Certification and accreditation – Create, manage and track complex certification programs with full automation..• Security and compliance – ISO/IEC 27001 & 27701 certified. • Unlimited branded portals – Deploy separate, fully branded learning environments for different cust. segments, partners or regions.• eCommerce • Mobile learning – Native mobile app for iOS and Android.• Global reach – 195+ languages with full localization support. Cloud and on-premise options.• Integrations and API – Open API & 40+ integrations

AssetSonar is a comprehensive IT asset management platform that provides real-time visibility into your entire digital infrastructure. Track and optimize hardware, software, and license management to reduce risks, control IT spend, and improve compliance. AssetSonar is an IT asset management and IT service management platform that provides real-time visibility across your entire digital infrastructure. With native ITSM capabilities, AssetSonar helps track and optimize hardware, software, licenses, and service workflows, reducing risks, controlling IT expenditures, and enhancing compliance. The platform features real-time asset context via its IT Graph, which links tickets, assets, software, and users, enabling faster issue resolution and improved decision-making. With integrated patch management, software governance, and automated workflows, AssetSonar streamlines IT operations, enhances service delivery, and supports more efficient offboarding processes.

anny is an all-in-one solution for booking and managing hybrid workplaces. Employees can easily reserve desks, rooms, parking spots, equipment, and other shared resources in one central platform. Flexible booking rules and group permissions ensure you stay in control of access and usage. Key Features: 🗺️ 3D Office Map – Interactive floor plans for an easy and visual booking experience. 🧍 Visitor Management – Simplify guest registration with digital check-in, e-signatures, and real-time notifications. 🗓️ Weekly Planner – Coordinate office presence, see when colleagues are onsite, and plan smarter. 🌐 Integrations – Works seamlessly with Microsoft 365, Outlook, and Google Workspace. 📞 Dedicated Support – Personal, reliable support that helps your team succeed. 🔒 Data Privacy & Security – Internationally compliant and built to protect your organization’s data. Trusted by 1,000+ organizations worldwide – including DeepL, Samsung, and Nio – anny helps teams collaborate effectively and optimize office space.

Robin by Atera is an autonomous IT support solution that helps organizations resolve device and cloud-related issues automatically. The system functions as an AI-powered IT agent capable of handling support requests from employees across communication channels such as Slack, Microsoft Teams, email, and service portals. Robin analyzes incoming requests, verifies user identity through integrations with systems like Okta, Azure AD, or Google Workspace, and collects the necessary technical data to diagnose the issue. The platform can perform actions directly on endpoints, including installing applications, restarting devices, managing updates, resolving network issues, and troubleshooting system performance problems. Robin is designed to take full ownership of support incidents, investigating the problem, applying approved fixes, confirming resolution, and closing the ticket. The system continuously learns from previous incidents and outcomes, improving its ability to resolve future issues automatically. Through integrations with IT service management platforms and internal tools, Robin can execute workflows securely across an organization’s technology stack. By automating common IT support tasks, Robin helps reduce ticket backlogs, improve employee productivity, and minimize the need for additional IT staff.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Online service desk software that is best in class. ServiceDesk Plus Cloud is the simple-to-use SaaS service management software from ManageEngine, the IT division of Zoho. It will help you offer your customers world-class solutions. The cloud-based IT ticketing platform, used by more than 100,000 IT service desks around the world, makes it easy to track and manage IT tickets, resolve issues quicker, and ensure end-user satisfaction. With out-of-the-box ITIL workflows, you can manage the entire life cycle of IT issues, problems, and projects. You can create support SLAs, set escalation levels and ensure compliance. Automate ticket dispatch, categorization and classification based on predefined business rules. Set up notifications and alerts to ensure timely ticket resolution. Your users will have more control and reduce walk-ins. Allow end users to access IT services via your service catalog and self-service portal. Allow users to create and track tickets, and search for solutions.

Simplify the process of booking and managing appointments effortlessly with Acuity Scheduling. This user-friendly online appointment scheduling tool empowers professionals and businesses to conveniently fill their calendars without the associated stress. Clients can view your availability in real time, book appointments quickly, and make payments upfront, allowing you to avoid the tedious task of constant organization and rescheduling. Additionally, Acuity's features help streamline your workflow, making your scheduling experience even more efficient.

SysAid is an AI-first ITSM and Help Desk platform designed to make IT teams more efficient. Powered by Agentic AI, it accelerates issue resolution, automates repetitive tasks, and helps IT shift from firefighting to driving strategic impact. With no-code workflows, AI-powered ticket handling, and a modern self-service portal, SysAid lets your team focus on what matters most—delivering business value. At the core is Agentic AI: a powerful operational layer where AI Agents take the first action—boosting efficiency and speeding up resolutions. SysAid is built with enterprise-grade security, governance, and responsible AI—complete with customizable guardrails and controls. Go live in weeks with fast, code-free onboarding—no complex migrations or steep learning curves. Flexible, scalable, and supported by award-winning service, SysAid is ITSM run by AI—and by you.

The best and most comprehensive IT Help Desk available on SharePoint, Office 365 and Teams. Organizations around the globe use it! You can quickly resolve hardware and software problems with minimal downtime, keeping your staff focused on their jobs. IT support teams can become more efficient and provide better service to customers and employees with the right tools and features. Use Office 365, Teams, and SharePoint platforms to track IT-related requests and manage queues efficiently. Reduce downtime and improve end-user satisfaction by quickly resolving tickets. Your operational costs can be reduced while your staff remains productive and focused on their job.

Guru transforms how teams access and trust information. As an AI knowledge platform, Guru unifies company data across chats, documents, and applications, giving people and AI assistants reliable, cited answers right where they work. It connects to systems like Slack, Teams, Salesforce, and Google Workspace to surface verified insights without constant searching. With automatic verification, source visibility, and permission-aware access, Guru keeps information accurate and ensures your organization operates from one dependable source of truth.

SimplyBook.me is a flexible online booking system suitable for a wide range of service industries, including beauty, fitness, consulting, education, and healthcare. It enables clients to book services, purchase gift cards, packages, add-ons, and products. The system can be integrated into any website as a widget or you can get your own ready booking website provided by SimplyBook.me, with additional booking options via Facebook, Instagram, and Google Profile. What makes SimplyBook.me unique is its customizable approach, allowing businesses to select and pay for only the features they need, creating a personalized booking solution tailored to their specific requirements. Following are our 15 most popular custom features: 1. Intake Forms 2. Accept payments (online & onsite w. Tap to pay - Apple Pay/Google Pay) 3. Deposits 4. Facebook/Instagram integration 5. Google My Business integration 6. Coupons & Gift cards 7. Product Sales 8. Membership 9. Classes 10. Packages 11. Tickets 12. Related Resources 13. Video Meetings 14. Instagram photo gallery

Botsplash, a B2B, multi-channel conversation platform, connects businesses with their customers through a single web-based platform. Botsplash helps companies increase efficiency, generate more quality leads, and achieve higher sales. Our platform is powered by Machine Learning/NLP modules that allow for automated responses, routing and escalations, as well as live chat or SMS text. It is the perfect combination of live chat and automated bots.

Breely is an innovative and adaptable online scheduling and business management solution tailored for service-oriented enterprises, enabling them to streamline appointment bookings, enhance client interactions, and optimize operational processes. This powerful tool empowers users to create personalized booking workflows, accept payments, and dispatch notifications via email and SMS, while also allowing for form customization, signature collection, resource management, and task automation, all within a single platform. Catering to diverse requirements ranging from straightforward appointment setups to complex arrangements for classes, workshops, and multi-resource bookings, Breely evolves alongside your business by incorporating features such as conditional booking logic, waitlisting, and branded booking pages. Additionally, it supports seamless calendar synchronization with platforms like Google, Office 365, and iCloud, alongside integrations with popular tools including Zoom and Google Meet. With comprehensive reporting capabilities, customizable client dashboards, custom fields, and options for HIPAA compliance, Breely also offers packages, coupons, and subscription management, ultimately helping to minimize administrative burdens while enhancing the overall client experience. Moreover, this platform stands out by constantly updating its features to meet the changing needs of its users, ensuring that businesses remain competitive in a fast-paced environment.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Drift is a conversational AI platform designed to help businesses engage website visitors, qualify leads, and accelerate the sales process through real-time messaging. The platform uses AI chat agents to interact with visitors, answer questions, and guide prospects through personalized buying journeys. Drift enables marketing teams to capture high-intent leads by identifying visitors and gathering relevant company data such as location, account history, and engagement signals. Instead of requiring users to fill out forms, Drift allows prospects to instantly chat with AI or connect with a sales representative. These conversations help businesses respond faster to buyer interest and shorten the time it takes to move prospects through the sales funnel. Drift also routes qualified leads directly into sales workflows, allowing teams to follow up with context and personalized communication. Built-in reporting tools provide insights into conversation performance, engagement metrics, and revenue attribution. These analytics help organizations refine their conversational marketing strategies and improve conversion rates. Drift integrates with CRM systems and sales platforms to ensure conversations are aligned with existing revenue processes. By combining AI-driven conversations with real-time buyer insights, Drift helps businesses create more engaging customer experiences and generate stronger sales pipelines.

Cal ID is a cloud-based platform that simplifies the process of scheduling appointments and organizing calendars for both individuals and teams. This tool features unlimited scheduling links, customizable booking pages, and seamless integrations with popular applications such as Google Calendar, Outlook, Zoom, Slack, and various payment platforms. Users can create multiple event types with distinct durations and rules, implement round-robin or collective scheduling to optimize team availability, and automate reminders and follow-ups, which helps to minimize no-shows. Additionally, the software enables synchronization across multiple calendars, allowing users to effectively manage their work, personal, and shared calendars in one interface, while also offering insights into booking metrics, attendance rates, and conversion statistics. Cal ID distinguishes itself as a cost-effective solution by providing a free-forever plan that includes essential features, along with an open-source framework that encourages self-hosting and contributions from the community. In this way, it caters to a wide range of users looking for an efficient scheduling solution without the burden of high costs.

Vivantio has been recognized as one of the best customer service management software platforms on the market. We provide a SaaS service management product that serves multiple customer service areas including customer support ticketing, help desk, service desk, IT service management, asset management, and enterprise service management, all backed by proven industry frameworks, such as ITIL. Vivantio provides flexible licensing options to meet the business requirements of the world's fastest growing organizations.

Syncro is the integrated business platform for running a profitable MSP. Enjoy PSA, RMM, and remote access in one affordable package. PLUS! Integrations to 50+ MSP and business tools you also love and use amp your efficiency even more. Syncro pricing is refreshingly simple—one flat fee for all PSA, RMM, and remote access features. Unlimited endpoints, no contracts, no minimums.

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

As the world’s only analytics-first software-as-a-service, intelliHR has advanced big data collection and analytics capabilities at its core. The platform allows organizations to maintain a real-time handle on performance, create a culture aligned with business strategy and contribute to strategic decision-making with data-driven insights. Featuring real-time analytics, best practice people management tools and workplace & compliance automation, the platform and data is accessible securely anywhere, anytime, on any device. It’s intelligent and intuitive.