Best SmartKarrot Alternatives in 2024

Find the top alternatives to SmartKarrot currently available. Compare ratings, reviews, pricing, and features of SmartKarrot alternatives in 2024. Slashdot lists the best SmartKarrot alternatives on the market that offer competing products that are similar to SmartKarrot. Sort through SmartKarrot alternatives below to make the best choice for your needs

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    Pipefy Reviews
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    Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.
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    Sogolytics Reviews
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    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.
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    Coassemble Reviews
    We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.
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    LiveAgent Reviews
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    LiveAgent

    QualityUnit

    $9.00/month/user
    138 Ratings
    LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.
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    Product Fruits Reviews
    Top Pick
    Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.
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    elevio Reviews
    Top Pick
    Elevio is a knowledge platform that allows companies to capture, deliver, measure, and develop their product knowledge. We help teams grow and assist them in reducing their support load. Enterprise teams can also use our services to better manage their knowledge needs. Give your customers contextual answers or give your support agents the right information as they need it. You can reduce support load, increase customer success, and create custom knowledge experiences that fit your product. Is your team utilising Knowledge Centred Service (KCS)? Hub allows your entire team to collaborate to ensure that your documents are accurate, up-to-date, and as detailed, as you need them to be. It is based on user feedback and data analysis and serves as the backbone for user education.
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    Userlane Reviews
    Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.
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    FROGED Reviews
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    FROGED

    FROGED Technologies

    €79 per month
    18 Ratings
    FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.
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    Churn360 Reviews
    Churn360, an AI-driven customer success platform, helps SaaS businesses reduce churn to increase customer lifetime value. Churn360 integrates customer data from multiple SaaS products such as CRM, Helpdesk and Billing software. All of these data are combined into one dashboard that is easy to use for customer success managers. This gives them a 360-degree view. Churn360 offers features such as playbook automation, customer mapping and tracking, surveys, and customer onboarding. This helps customers in different situations to increase customer retention and reduce customer churn.
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    Chameleon Reviews
    Top Pick
    The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand
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    Freshdesk Customer Success Reviews

    Freshdesk Customer Success

    Freshworks

    $79 per user per month
    Software that promotes customer success. Freshdesk Customer Success is a software and subscription company that helps to prevent churn and increase expansion. It also strengthens customer relationships. Get more insight into your customers. Quickly view account health, support tickets, billing history and communications. Identify potential risks and opportunities. Address customer churn and find new advocates or expansion opportunities. Standardize workflows and automate tasks. Key metrics such as churn and expansion, product adoption, customer health, and customer satisfaction can be viewed. Freshdesk Customer Success is trusted by leading B2B software companies and subscription firms. A customer health score is a measure of the characteristics and behavior of customers who are successful. Instead of relying solely on intuition, Customer Success professionals use their health scores to identify potential risks and opportunities for customers.
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    Custify Reviews
    Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.
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    CustomerSuccessBox Reviews
    CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.
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    ChurnZero Reviews
    ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.
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    Aligned Reviews

    Aligned

    Aligned

    $49 per month
    Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.
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    Storylane Reviews

    Storylane

    Storylane

    $50 per user per month
    3 Ratings
    You can easily combine product screens, tooltips and videos to convert customers. A product tour allows customers to experience a "try before you purchase" experience. To engage them better, learn how they interact with it. Send personalized demos to your prospects that are aligned with their personas or vertical. Your champion should be empowered to get buy-in from their org. Your deals will close faster than ever. To help customers get started quickly, create a library of interactive product walks. You will see an increase in customer satisfaction every day. You can change text, images, copyright and everything else in the product. (even add your custom HTML). Our advanced widgets allow you to highlight product focus areas and create multiple flows. Your prospects will see how the product works for them. You can personalize the product by role, company, and location. Track the behavior of your prospects by tracking clicks and time spent on certain pages.
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    Arrows Reviews

    Arrows

    Arrows

    $99 per month
    Every customer has unique needs and goals. Why send the same onboarding plan to all customers? Arrows allows for you to edit, reorder and add/remove tasks from each customer's templates. Each plan can be unique. You can easily assign tasks to anyone on your customer's or your own team. Everyone will know who is responsible for delivering the work. Don't nag your customers about overdue work. Let Arrows handle all reminders and task management so your team can become the strategic partner that your customers need. A simple internal dashboard replaces messy spreadsheets. Customers with outstanding or due today tasks should always be at the top and all active customers below. You can automatically create an onboarding program for each customer. You might also want to update your CRM opportunity once onboarding reaches a certain stage. It's possible! You can keep everyone moving forward with the Monday Morning Heartbeat Email. It includes a status update on the current phase of work.
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    EverAfter Reviews
    You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product.
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    ClientSuccess Reviews
    All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.
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    Regale Reviews

    Regale

    3Sharp

    $960 per year
    Create product experiences that are relevant to every stage of the customer journey. It is important to tell your product story clearly, and it should be embedded everywhere. Make sure your presentations are flawless and leave no trace. Make it easy to follow self-paced training guides. Self-guided demos let people experience your product without worrying about getting lost or breaking it. A simple and intuitive experience allows you to communicate clearly and effectively your value. Highlight key points to give people a lasting impression about your product. Regale Studio allows users to easily capture images and animations, keep track of where they clicked, and then quickly assemble them into a demo. To meet your specific needs, you can quickly create demos of desktop, mobile, and web applications. You can easily edit your demos and keep them in sync with the product. You can create a live experience without having to set up and configure custom demo environments.
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    Ackee Reviews

    Ackee

    Ackee Digital Enterprises

    Ackee streamlines customer success workflows and helps you beat customer churn. Ackee provides valuable insights for your team to ensure success throughout the customer journey. Ackee's powerful data science platform provides the tools you need to provide outstanding customer value. Ackee integrations allow you to connect your data and access detailed account information, customer churn prediction, and health metrics. You can ditch Excel and no longer have to search for customer information. You will get key metrics and real-time notifications to keep your team up to date on major changes in customer activity. This will allow you to take steps to increase retention and improve adoption. Ackee automatically segments high-risk and active accounts based upon real customer activity. This allows you to create scalable workflows that focus on clients who need your attention most.
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    Kilterly Reviews

    Kilterly

    Kilterly

    $399.00/month
    Maintain strong customer relationships. Customer retention is increased. Lower customer acquisition costs. How can Kilterly help build long-lasting customer relationships. Our data-driven analytics engine will tell you who is active, indifferent, and ready to churn. It also includes a unique method to measure customer sentiment based upon responses. What is the likelihood of your customer recommending your product or business to others? We provide the tools you need to measure NPS consistently and unobtrusively. Kilterly's automated communication allows you to create campaigns and task work-offs which take customer onboarding and care to a whole new level. Our platform allows you to pick and choose which customer segments you want to reach when most needed. Multiple segmentation criteria are available. You can structure your team's workflow.
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    Venntive Reviews

    Venntive

    Venntive

    $150.00/month
    Venntive is a complete CRM and Business OS that eliminates silos and tech stacks. The platform is seamless and allows customers to manage their entire customer lifecycle starting at the first touch. It can also be used to track the customer's progress throughout the customer's lifecycle. Venntive has everything you need in a marketing automation platform, a sales stack and customer success/engagement. It also includes operations. Although integration with third-party apps is not required, Zapier is a CRM Connector and has an API. No-code customization eliminates the need for ongoing expense and time to update or customize your Venntive instance. Venntive is also extremely cost-effective right from the beginning, so a reduction in costs does not necessarily mean a reduction of staff. Venntive is a smart, efficient B2B SaaS solution that allows you to start, scale and manage your business right away.
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    Umanest Reviews

    Umanest

    Umanest

    $0.49 per property per month
    Umanest simplifies property management, allowing for faster organic growth. You can turn happy tenants and landlords into brand advocates so you can concentrate on growth. You know the work involved in managing a single tenant. You put in a lot of effort to provide a high-quality residential property management service. Sometimes things don't go as planned and you don’t know what the problem is. It is up to you to guess if your clients are happy or mad. Our customer satisfaction management system gives you the assurance and confidence that client issues will be discovered quickly - as they occur - which allows your team to dig in with a solution, have a conversation and resolve their concerns. Your property management service will run more smoothly, and hidden issues are brought out into the open so that they can be resolved.
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    Userpilot Reviews

    Userpilot

    Userpilot

    $249 per month
    Userpilot allows product teams to deliver personalized in-app experiences that increase growth metrics at all stages of the user journey. Your new signups will be able to quickly access the key features of your product and reduce time to value. You can adjust the onboarding experience to suit your persona. Keep iterating until you achieve your activation goals. Highlight relevant features throughout the user journey to keep users engaged. Use user action to trigger timely contextual hints and tips. Then, experiment to see what moves the needle. Customers will be more successful in every stage of the mapped journey, which will accelerate user adoption. The product experience should be relevant to the user based on their personas and in-app behavior. To increase metrics such as trial conversion and upsells, you can run in-product growth trials. To test your hypotheses and quickly fix any dropouts in user journeys, you can run in-product growth experiments.
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    iStart Reviews

    iStart

    iSolve Technologies Europe

    We love to challenge the status-quo in everything we do. We are motivated to transform your business because we believe that as you grow, so will we. We have great platforms that can transform your business. Do you want to host a transformation meeting with us? Digital Customer Onboarding in Minutes! 56% of wealth managers believe it takes four weeks to manually onboard a customer. iStart facilitates a seamless, quick and seamless customer onboarding process. Your business needs a consistent customer onboarding experience. Your business should be focused on customer generating activities. We recommend automating customer enabling activities. Digital Customer KYC and Onboarding Platform iStart is a digital customer-onboarding platform that uses smart intelligence and automation tools. Our platform allows Financial Institutions such as Insurance (BFSI), Banking, and Insurance (BFSI), to enroll and manage customers online.
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    ClientTether Reviews
    ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in 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!
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    CustomerGauge Reviews
    CustomerGauge helps B2B businesses leverage customer feedback and behaviors to align business initiatives and improve account retention. It also helps increase revenue growth through up-sells and cross-sells. CustomerGauge Account Experience™, a platform that allows B2B companies monitor account engagement and collect feedback from key stakeholders. It also allows them to segment real-time results into custom dashboards and map feedback to changes to NPS score and revenue. Users can track engagement through custom and native integrations. This includes how often key stakeholders answer customer survey questions, submit support tickets and open marketing emails. The CustomerGauge Account Expert™ platform also has the ability to set KPI targets to close the feedback loop, identify accounts at high risk of churning and forecast the revenue impact from changes in NPS score. Get a demo today.
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    ReFrame Engage Reviews
    Advanced conversational intelligence to provide unparalleled customer experience. Advanced conversational intelligence for a superior customer experience. The solution empowers employees to deliver efficiently from anywhere, anytime, using any mobile device. 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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    Gleantap Reviews
    Gleantap, a multi-channel customer engagement platform, can help you engage customers and increase loyalty. Gleantap allows businesses to harness the power and efficiency of SMS marketing and mobile push notifications to retain customers, automate their marketing, increase revenue, refers, and reviews. It includes mobile push notifications, text messaging, segmentation tools, smart analytics, segmentation tools, and smart analytics.
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    Acquire Reviews

    Acquire

    Acquire

    $25 per user per month
    Support available 24/7. Customer expectations are changing. Live chat and co-browse can help you exceed them. Your agents can resolve complex customer support issues quickly and easily with co-browse and live chat. To increase conversion rates, reach out instantly and in real-time via web or mobile app. Our intelligent bots can answer common questions for your team instantly. With the power of live chat and co-browse, you can provide faster, more personalized assistance. Acquire's simple but powerful tools promote customer engagement and success.
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    Heyday AI Reviews
    Heyday's Conversational AI platform is for retailers. It combines the power and human touch of AI to deliver 5-star customer experiences. An online sales assistant that never sleeps can capture, engage, and convert leads. Heyday personalizes your website's customer experiences by connecting to your product catalogue to provide tailored search results and recommendations. Your associates are only contacted when customers are ready for purchase. AI powers Heyday to create the ultimate personal shopper experience. Are you overwhelmed by repetitive customer service inquiries? Heyday's powerful Conversational Ai technology eliminates repetitive customer service requests and saves your team time. This allows them to focus on customer conversations with higher value and our chatbot takes care the rest.
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    Tapdesk Reviews

    Tapdesk

    Ayulla

    $9.99/month/user
    Tapdesk is a CRM tool that allows you to search for leads and streamline your sales process. This will allow you to spend more time closing deals and save money. It is designed for sales professionals and companies with a sales team. Tapdesk is powered AI and our Machine Learning algorithm provides relevant data to help you increase productivity and reduce waste. Our unique search engine allows users to search for potential customers and decision makers based on multiple criteria. Tapdesk is designed for finding leads that are relevant to you and your niche. Tapdesk AI is designed to simplify complex processes that require many computational steps. Tapdesk AI is reliable and fast. This experience is truly amazing, and we simply call it genius.
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    Front Reviews

    Front

    Front

    $19.00/month/user
    3 Ratings
    Front is more than a customer communication hub — it’s how 7500+ companies build lasting business relationships. Inspired by email clients, Front’s modern interface feels familiar and easy to use, making it simple for teammates to get started. Behind the scenes, powerful automation capabilities eliminate manual workflows across systems, and detailed analytics make it easy to improve team performance and the health of customer relationships.
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    WalkMe Reviews
    True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.
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    LearnRight Reviews

    LearnRight

    LearnRight

    $750/month
    LearnRight, the smart LMS, grows with you. LearnRight is an all-in one training solution that tracks and measures learning retention. It also helps to uncover knowledge gaps and empowers learners to use their new skills every day. LearnRight can be integrated with any website. This allows you to create an entirely seamless user experience between your website and your training courses. Your learners won't even know they left your website. We know that switching providers is a daunting task, but our team will make the process stress-free and seamless. We follow a structured migration plan to ensure a smooth transition of existing content, courses and user data. LearnRight is a learning management solution that provides employee, partner and customer training to organizations that prioritize quality and personalization over a quick sales. You will receive ongoing support from an onboarding expert when you work with us.
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    CrankWheel Reviews
    Top Pick
    CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.
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    UserIQ Reviews
    UserIQ was founded in 2014 to help businesses realize the full benefits of customer success. It provides teams with the product intelligence and customer insights needed to fight churn and grow their account. It also aligns the business around the users' needs. UserIQ empowers CS departments to focus on users' goals and allows them to be a part of all departments. Our platform makes customer success a business mindset and not a function.
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    Precursive Reviews

    Precursive

    Precursive

    $20 per month
    Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
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    Bonder Reviews
    Create client-facing playbooks for onboarding, share them with new clients and enhance their onboarding experience. Onboarding playbooks are usually internal and clients have little visibility. This reduces accountability. You can create your own onboarding playbook and share it with clients in different versions. They know the steps to take, the owners, and the deadlines. Your client must understand the core value of your product and how it can improve her business or life before a sale is complete. Automate the onboarding process by adding tasks and reminders. This will ensure a faster adoption rate and increase long-term retention. Hand-offs can be conflicting. Your company must ensure a smooth transition from the Sales team to the Client Success team. Similarly, the buyer persona of your client's company is not necessarily the user persona. Bonder allows you to set up automatic reminders and determine who owns the item.
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    GuideCX Reviews
    GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.
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    InsuredMine Reviews

    InsuredMine

    InsuredMine

    $69per user per month
    Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots
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    VirtlX Reviews

    VirtlX

    VirtlX

    $7.30 per month
    VirtlX, a SaaS solution that can be customized to support multi-industry business performance is available to all businesses. VirtlX provides a strong ROI and quantifiable deliverables & insight to help in decision-making towards a people-centric and successful business. A simple approach to employee and customer sentiment, as well as in-house training. Flexible commitment terms and cost-effective subscription model. To be successful in marketing, a company must understand customer engagement, feedback, experience, and loyalty patterns. VirtlXPerceive is a time-saving and cost-effective method that allows marketing personnel to gather these data points in real time and present this data in clear graphical formats. It has been proven that revenue growth is correlated with the Net Promoter Score (NPS), or Net Promoter Score (NPS). It is widely used by Fortune 500 companies as well as other organizations.
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    NexJ CRM Reviews
    Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.
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    FastDox Reviews

    FastDox

    FastDox

    £40 per user
    Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.
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    involve.ai Reviews
    involve.ai is a platform that uses no code to unify all fragmented customer data into an early warning dashboard. Scale quickly without the need for dozens of data analysts or CSMs. Unify all fragmented data to gain complete visibility of customers and scale your customer experience. You can get personalized recommendations for actions across the entire customer journey so you know which customers to prioritize each day and how to be proactive. Sentiment analysis provides accurate customer health information that can help you identify churn risks and upsell/cross-sell opportunities before they occur. Historical data analysis can be used to recommend Segmentation or Benchmarking in order to identify the leading indicators.
  • 47
    Baton Reviews
    Baton connects software providers, clients, and service partners to a communications portal that simplifies complex implementations. You can quickly triage, report, or check the status of your projects in real-time to get your products up, running, faster than ever. You can create individual implementation projects that are highly customizable and tailored to your company's implementation processes. To scale your business faster, set up milestones and standard project templates for automatic status tracking. Baton's business intelligence can be used to ensure that project tasks, interdependencies and due dates are clearly established. The consolidated view of all your implementation projects gives you new insights into your business. You can create dashboards for monitoring your clients as well as dashboards to track your entire project base. Keep track of your customer's first experience with your product.
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    Onboard Reviews

    Onboard

    Onboard.io

    $99 per month
    Automate, organize, and manage customer onboarding from handoff through launch. Software specifically designed for customer implementation teams. Customer onboarding doesn't have to be a one-size-fits all approach. Every customer is different, so it's time for you to give up on rigid templates. Onboard's software takes variable customer requirements and creates dynamic launch plans (aka maps). This saves time and energy, and provides a truly personalized onboarding experience. Both your internal and external stakeholders work together to create the same dynamic launch plan. This provides transparency, accountability, and keeps everyone on the same page. Your team will never again ask "Where is this customer during the onboarding process?" The majority of the onboarding process is repetitive. This will allow your team to launch more clients quicker and with less effort. You can provide consistent, reliable service and maximize customer ROI by reducing the time-to-value.
  • 49
    AcademyOcean Reviews

    AcademyOcean

    AcademyOcean

    $300 per month
    AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company!
  • 50
    Radiance Labs Reviews
    Get exceptional results with 95% open rate and 40% reply rate. For better results, send personalized, 2-way interactions to every message. Radiance platform was built for ecommerce. Integrating with your ecommerce platform allows you to set up personalized marketing notifications such as order status, delivery status, reorders, upsells, abandoned cart, and more. Your customers can place orders via SMS and FB Messenger with our revolutionary conversational checkout functionality. Radiance Conversation Builder allows you to create rich interactive conversations that engage customers, guide them in their interactions and build a relationship. You can either use one of our existing conversation templates, or create your own.