16 Subcategories in Customer Service & CRM

Find, compare and review the best web apps & startup tools for customer management on Crozdesk.


Falcon.io

Falcon.io 84

(2)

Social media monitoring, engagement, publishing, analytics & customer experience management. All on one unified, easy-to-use platform. More Information...

Less Annoying CRM

Less Annoying CRM 83

(8)

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up. More Information...


trial/premium
Housecall Pro

Housecall Pro 85

(1)

Our #1 rated app and web portal will put you back in control & delight your customers. Scheduling, dispatching, GPS tracking, CRM, invoicing, credit card processing, more. More Information...

bpm'online CRM

bpm'online CRM 84

(3)

Bpm’online is a provider of CRM for marketing, sales and service. Its core value is the agility to change processes and align marketing, sales and service on one platform. More Information...

GetSiteControl

GetSiteControl

(0)

GetSiteControl is a set of tools for website visitor engagement - lead forms, contact forms, surveys, live chats, promo popups and floating bars, 'follow' and 'share' tools. More Information...

FixMe.IT

FixMe.IT 58

(8)

Techinline FixMe.IT is a remote desktop application that enables instant, secure, and trouble-free connections between remote computers anywhere in the world. More Information...

Woopra

Woopra 77

(15)

Woopra is a real-time customer analytics service helping organizations to optimize the customer lifecycle by providing a wide range of behavioral data for site visitors. More Information...

TalkToUsers

TalkToUsers 91

(1)

TalkToUsers allows your website users to explain to you exactly what they're thinking about different aspects of your website by pointing, clicking and explaining in seconds. More Information...

Simplifyd

Simplifyd

(0)

Simplifyd is a cloud software solution designed for individuals, small teams and new businesses. From one account users can view their interactions, contacts, finances and sales pipeline. More Information...


trial/premium
crozdesk discount
SignupLab

SignupLab 91

(1)

SignupLab is a sales management and customer success solution for SaaS companies. More Information...

Dashba

Dashba

(0)

Dashba.com allows businesses to communicate news and information to consumers. It enhances the customer relationship experience in a way that social media sites cannot. More Information...

BuddyCRM

BuddyCRM

(0)

BuddyCRM is the friendly, online CRM solution designed for sales teams of five or more. Manage your team's contacts, clients and prospects more easily. More Information...

Sentimy

Sentimy

(0)

Cool surveys for serious people. Create the coolest survey in the universe, with the highest completion rate. More Information...

Helprace

Helprace 81

(2)

Helprace is a customer service software with a help desk, self-service portal and community. More Information...

Customericare

Customericare

(0)

Customericare is a freemium live chat software that lets online businesses text, audio and video chat with website visitors. More Information...

Tappointment

Tappointment 39

(1)

Tappointment is a cloud based mobile scheduling platform for small businesses and their customers, providing “push to service” convenience and simplicity. More Information...

 ProsperWorks

ProsperWorks 71

(5)

ProsperWorks is an easy-to-use CRM system for small businesses that helps them capture contacts and sales leads directly from their Gmail. More Information...


trial/premium
Rapportive

Rapportive 75

(6)

Rapportive is a social CRM tool that shows you everything about your contacts right inside your inbox. More Information...


completely free
Qwery Ninja

Qwery Ninja

(0)

Qwery Ninja reads thousands of comments in seconds. You ask the question, share it online and start analyzing open ended answers in real time. More Information...

Helppier

Helppier

(1)

An on-site customer support tool that enables your company to create interactive user guides and onboarding walkthroughs. More Information...

Desk.com

Desk.com 76

(31)

Desk.com is an online customer service and support ticket help system for businesses of all sizes. Create an instant help centre available from anywhere with Desk.com. More Information...

Keeping

Keeping 80

(3)

Keeping is the world’s first helpdesk that works inside Gmail. Manage customer support directly from your mailbox without having to use an external helpdesk. More Information...


completely free
Savah App

Savah App 76

(1)

Savah is a collaborative platform that streamlines feedback on design screens and allows creative teams to create interactive code-free prototyping for web & mobile apps. More Information...

Zendesk

Zendesk 78

(374)

Zendesk is a customer service platform that brings organizations and their customers closer together. More Information...

Lumiary

Lumiary 91

(1)

Lumiary is a simple CRM and customer segmenting platform for E-commerce and multichannel retailers. We connect with all the major E-commerce platforms. More Information...

Hotjar

Hotjar 83

(39)

Hotjar is an all-in-one analytics and feedback platform, at a fraction of the price. More Information...

Pure Chat

Pure Chat

(0)

Pure Chat is an easy-to-use live chat solution that can be added to your site in under 3 minutes. More Information...

Intercom

Intercom 90

(31)

Intercom is the easiest way for web and mobile businesses to see and talk to their users. More Information...

Formilla

Formilla

(0)

Formilla offers live chat software to businesses in all industries and works on all sites. More Information...

Qualaroo

Qualaroo 68

(8)

Qualaroo gives marketers a complete solution for collecting and acting on visitor insights to improve website performance. More Information...

Feedbackify

Feedbackify

(0)

Feedbackify is the quickest and easiest way to receive private, real-time feedback from your website visitors. More Information...

WebEngage

WebEngage 67

(4)

WebEngage is a powerful on-site customer engagement suite for your website. More Information...

Customer.io

Customer.io 74

(5)

Customer.io helps you send targeted human messages to your users, by utilizing their unique interactions with your business. More Information...

ASKwidget

ASKwidget

(0)

ASKwidget is a fun & attractive popup survey that is designed to get you more meaningful feedback from your users. More Information...

Streak

Streak 76

(12)

Streak solves the frustration of constantly switching between your inbox (where we do our work) & external systems - making it simpler to manage your everyday work processes. More Information...

DynaDo

DynaDo 91

(1)

DynaDo organizes your business email, tasks and files around projects and customers so you can easily find and oversee them. More Information...

Survicate

Survicate 81

(33)

Survicate allows website owners to collect feedback and leads on their websites using widgets. Gathered data can be exported to CRM or marketing automation systems. More Information...

Fancy Support

Fancy Support 73

(1)

A set of CRM and support services designed for startups on a budget. More Information...

Insitez

Insitez 92

(1)

Insitez allows you to optimize conversions and capture visitor intent on your website through highly targeted onsite surveys. More Information...

FeedbackPlease

FeedbackPlease 73

(1)

FeedbackPlease is a web-based tool that enables designers to gather feedback on their drafts easily. More Information...

Funnel

Funnel 75

(1)

Funnel enables website owners to process work-related inquiries and keep track of their contacts through contact forms. In other words, it's a CRM for the rest of us. More Information...

Salesforce

Salesforce 72

(22)

Salesforce is an all-in-one CRM, lead generation and success monitoring platform - allowing you to acquire and maintain satisfied and happy customers. More Information...

Aircall

Aircall 72

(26)

Aircall is an easy-to-use and powerful phone support software for SMBs and start-ups. More Information...

eXo Platform

eXo Platform 83

(4)

eXo Platform is a social-collaboration software designed for enterprises. It is full featured, based on standards, extensible and has an amazing design. More Information...

Spidergap

Spidergap

(0)

Spidergap is the online 360 degree feedback tool that makes it easy for employees to take control of their personal development. More Information...

Brand24

Brand24 82

(100)

Brand24 is a reliable, simple and cost-efficient social media monitoring tool that gives you instant access to mentions about your brand across the web. More Information...

Subiz Live Chat

Subiz Live Chat

(0)

Subiz is a web-based live chat solution that helps online businesses communicate directly with website visitors and turn them into paying customers. More Information...

Referral SaaSquatch

Referral SaaSquatch

(0)

Referral SaaSquatch builds modern customer referral software. Companies use our software to reward customers for their positive word of mouth with a variety of incentives. More Information...

Uservoice

Uservoice 77

(43)

Uservoice is helpdesk software designed for your growing business that keeps the most important thing in mind - your customers’ experience More Information...

Insightly

Insightly 79

(150)

Insightly is an easy to use and cheap CRM with an additional project management capability. More Information...

15Five

15Five 79

(4)

15Five is an inter-company employee feedback system that allows you to know the pulse of your company. More Information...

Apptivo

Apptivo 74

(54)

Apptivo is a web-based online office suite and enterprise resource planning software consisting of app-based business solutions. More Information...

AddCharts

AddCharts

(0)

AddCharts - Adding charts and analytics dashboards to Intercom.io More Information...

Freshservice

Freshservice 74

(5)

Freshservice is a cloud-based service desk solution to help customers deliver their internal IT support. More Information...

LiveChat

LiveChat

(0)

LiveChat is a premium live chat and help desk application, which allows real-time communication with website visitors. More Information...

Doorbell.io

Doorbell.io 80

(1)

Easily gather in-app user feedback on websites, Apple iOS apps and Android apps. More Information...

Boldchat

Boldchat 66

(8)

Boldchat is a live chat and customer engagement business solution for the purpose of performing sales and support chats. More Information...

TeamSupport

TeamSupport 75

(376)

TeamSupport is cloud-based customer service and help desk software for B2B software and technology companies. More Information...

Gnatta

Gnatta 90

(1)

Gnatta is a multichannel communications tool geared towards customer service with proactive engagement capabilities. More Information...

mHelpDesk

mHelpDesk 72

(103)

mHelpDesk is a cloud based workforce management system for field service businesses. More Information...

FieldOne

FieldOne 91

(1)

FieldOne is a service management platform providing field service companies with powerful tools to streamline their business processes. More Information...

Vision Helpdesk

Vision Helpdesk 79

(2)

Vision Helpdesk offers customer support and IT support ticketing help desk and ITIL / ITSM service desk solution for every size business. More Information...

Service Autopilot

Service Autopilot

(0)

Service Autopilot is service business software designed for savvy business owners that want to maximize their profits and simplify their life. More Information...

Kickserv

Kickserv 66

(14)

Kickserv is a cloud-based field service and CRM application that helps small business owners automate basic business processes. More Information...

Capsule

Capsule

(0)

Capsule is a CRM tool that allows its users to stay on top of business relationships between their organisation and prospective or existing clients. More Information...

HappyFox

HappyFox 77

(17)

HappyFox is B2B help desk and customer support software solution. More Information...

Prevue

Prevue

(0)

Prevue is an easy design presentation and feedback tool for agencies and their clients. More Information...

Zimplu CRM

Zimplu CRM

(0)

Zimplu is a user-friendly CRM application used by sales and customer support professionals More Information...


trial/premium
Highrise

Highrise 94

(1)

Highrise is a flexible contact management that makes it simple for its users to keep up with customers, suppliers, and other business contacts with a web-based CRM system. More Information...

Olark

Olark 80

(7)

Olark is a browser-based live chat console that enables its users to track leads, drive sales, and provide top-tier support. More Information...

Nicereply

Nicereply 63

(10)

Nicereply.com is a customer service app and web-based analytic tool used to determine customer satisfaction with company's agents, products or services. More Information...

SnapEngage

SnapEngage 71

(13)

SnapEngage is a Sales & Support Chat service. It is built to empower sales and support teams with priority tiers, transfers, user roles, monitoring, reporting and team chats. More Information...

Vetter Suggestion Box

Vetter Suggestion Box

(0)

Vetter is an easy-to-use, easy-to-run Employee Suggestion Box tool. More Information...

SugarCRM

SugarCRM 71

(123)

SugarCRM is web-based, open-source customer relationship management (CRM) system that is available in both open-source and commercial open-source applications. More Information...


trial/premium
Batchbook

Batchbook 74

(7)

Batchbook is a cloud-based social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more. More Information...

Pipeliner

Pipeliner

(0)

Pipeliner is a functional CRM software that enables companies to expertly manage their entire sales process. More Information...


trial/premium
NetSuite

NetSuite 63

(25)

Netsuite is a cloud-based business management software, helping companies manage core business processes. It covers ERP/financials, CRM, ecommerce, and inventory. More Information...

Live2support

Live2support 77

(24)

Live2support live chat service helps to build loyalty, drive online sales and provide real time support by extending a helpful human presence. More Information...

LivePerson

LivePerson

(0)

LivePerson is a live chat service that includes online messaging, marketing, and analytics. More Information...

Contactually

Contactually 73

(92)

Contactually is a web-based customer relationship management suite that allows people to oversee and manage their communication activities through easy to use interface. More Information...

Kayako

Kayako 68

(26)

Kayako is a help desk software that places all a user's support channels in a single location. It is provided either as a SaaS or on-premise. More Information...

Pegke

Pegke

(0)

Pegke is an easy to use Customer Loyalty & Retention Management Platform. It integrates with merchant POS systems to earn rewards across thousands of businesses. More Information...

Nimble

Nimble 76

(479)

Nimble is an insightful customer relationship manager created to help professionals build better relationships across all social channels. More Information...


trial/premium
ReviewTrackers

ReviewTrackers 84

(80)

Track, Manage and Generate Online Reviews from Your Happiest Customers. More Information...

DebugMe

DebugMe 79

(1)

DebugMe is a visual bug tracking solution that saves time to designers, testers, web developers and their clients. More Information...

Method:CRM

Method:CRM 82

(7)

Method is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Know each customer's needs and when they need it. More Information...

RocketBolt

RocketBolt 81

(1)

Intelligent lead tracking from RocketBolt helps you sell more, by knowing exactly what your sales leads are doing and when to reach out. More Information...

Second CRM

Second CRM

(0)

Cloud based business automation solution, focused on improving sales & marketing, customer support and operations. More Information...

yourbrowser.is

yourbrowser.is

(0)

Recognize your customer's browsing environment in seconds. Operating system, browser version, mobile device, screen resolution, social login status and more. More Information...

Blink Surveys

Blink Surveys

(0)

Blink Surveys provides an enterprise data collection platform to collect user data from a single screen in 20 seconds. Forget those long boring & tedious surveys. More Information...

Happy Team Check

Happy Team Check

(0)

Happy Team Check helps small and medium-sized businesses get meaningful employee feedback using our anonymous, customizable employee satisfaction surveys. More Information...

FlySolo

FlySolo

(0)

FlySolo integrates your favourite apps and organizes your projects, files, emails, time track, tasks and activities so you don’t have to do it. More Information...

SurveyRock

SurveyRock

(0)

Create unlimited free online surveys with SurveyRock, quickly and easily. Review and analyze your results in real time. More Information...

EPESI CRM

EPESI CRM 55

(5)

EPESI is an open source application that allows organizing, processing and storing information in every business. It simplifies communication and increases work efficiency. More Information...


freemium
crozdesk discount
Churnspotter

Churnspotter

(0)

Reduce your churn rate and grow your MRR with predictive analytics. More Information...

Membrain

Membrain 67

(4)

Membrain’s sales improvement software helps your team achieve consistent performance in complex B2B sales. More Information...


premium only
Decibel Insight

Decibel Insight

(0)

Decibel Insight is analytics software that records and shows on-site visitor behavior in innovative and compelling ways that are impossible to ignore. More Information...

VIENNA Advantage

VIENNA Advantage

(0)

First open source ERP & CRM on HTML5, tightly integrated with enterprise level Document Management System. Available "on-premises" or as "web and cloud-based solution". More Information...

Survey Anyplace

Survey Anyplace

(0)

Survey Anyplace enables anyone to create entertaining, interactive and mobile quizzes and surveys. More Information...

SDK.finance

SDK.finance

(0)

Powerful FinTech Engine that simply works. SDK.finance is the back-end software for the quickest start of FinTech products for banks and entrepreneurs. More Information...

LiveAgent

LiveAgent 86

(6)

LiveAgent help desk is the ultimate solution for providing excellent customer support. Equipped with 175+ support features, you'll be able to link every support channel. More Information...

CrazyCall

CrazyCall 71

(6)

CrazyCall helps contact centers and sales teams boost performance of their outbound and inbound projects. More Information...

DiamanteDesk

DiamanteDesk

(0)

Easy-to-use help-desk open source support ticketing system and customer service solution. More Information...

Parker Software

Parker Software 92

(1)

Parker Software unlocks digital efficiencies. With a hybrid, fully integrated software suite, we cover all your digital transformation needs within a single platform. More Information...

10to8

10to8 89

(2)

Free intelligent appointment scheduling system, with simple online booking and professional communications More Information...

zipBoard

zipBoard 57

(3)

zipBoard is one of its kind tool allowing bug tracking, reviews/feedback for e-learning courses and also web products. It is easy to use and offers real time collaboration. More Information...

FloristWare

FloristWare 89

(6)

Powerful, Affordable and Easy-To-Use POS Software For Florists More Information...

Agorapulse

Agorapulse 84

(215)

Agorapulse allows you to manage Facebook pages, Instagram and Twitter accounts as well as LinkedIn personal profiles and company pages and Google+ company pages. More Information...

JobNimbus

JobNimbus 83

(2)

JobNimbus saves you time and money with robust contact, project, and task management tools wrapped in a simple interface. Move to the cloud with JobNimbus. More Information...

PaySimple Pro

PaySimple Pro 63

(29)

Add simplicity and flow to your business with PaySimple's complete service commerce solution. Accept payments, streamline your billing, sell online, and schedule appointments. More Information...

PhoneBurner

PhoneBurner 87

(1)

PhoneBurner is a Power Dialer and Sales Acceleration platform for sales reps and sales teams that dramatically increases outbound sales productivity and effectiveness. More Information...

Insly

Insly

(0)

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. More Information...

Salesbox

Salesbox 78

(10)

Salesbox, the #1 predictive CRM for mobile & successful teams. Collaborate with colleagues, get agile sales processes that give accurate forecasts and get the #1 pipeline view More Information...

SalezShark

SalezShark 73

(5)

SalesShark CRM is a platform allows sales professionals to effectively interact with their customers and drive engagement. More Information...

Mopinion

Mopinion

(0)

Mopinion is reporting software for online customer feedback. Turn customer feedback data from websites and apps into useful insights. More Information...

Tagove

Tagove

(0)

Next generation customer support software provide live video chat, video conference, voice call, text chat with co browsing and screen sharing feature within your website. More Information...

Vivantio

Vivantio 68

(45)

From simple incident management to full-enterprise ITSM, Vivantio empowers you to deliver service excellence to your entire organization. More Information...

Really Simple Systems

Really Simple Systems

(0)

Designed for small and medium sized business. Really Simple Systems is a simple and easy to use online sales, support and marketing system. More Information...

ServiceTrade

ServiceTrade 86

(14)

ServiceTrade provides customer service applications to commercial service contractors. Our mobile and web application enables an amazing customer experience. More Information...

Smartsupp

Smartsupp 77

(1)

Smartsupp is a free live chat with visitor recording. Your customers are on your website right now. Chat with them and see what they do. More Information...

1CRM

1CRM 66

(20)

1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective CRM solution on the market. More Information...

Zoho SalesIQ

Zoho SalesIQ 64

(22)

Convert your website visitors into happy paying customers. Increase the ROI on your content, SEO, Adwords and email marketing efforts. More Information...

GoReact

GoReact

(0)

GoReact is a cloud-based video software for providing time-coded feedback, grading and critique of speeches, presentations, lessons and performances. More Information...


trial/premium
Interakt

Interakt 79

(3)

Interakt makes customer engagement easy. Engage and convert all your online site visitors and users via Email, Notifications, Live-Chat, helpdesk and knowledgebase. More Information...

CadmiumCD

CadmiumCD

(0)

CadmiumCD's event management software lets you collect and review submissions, manage speakers and exhibitors, and deliver exceptional experiences to your attendees. More Information...

Contus Dart

Contus Dart

(0)

Contus Dart is an on demand delivery tracking app software. The app is destined to make business easier, deliveries smoother & customers happier through real-time information More Information...

Enplug

Enplug 76

(21)

Enplug is the #1 open software for digital displays. Connect our powerful media player to any HD screen to manage a variety of content from our secure App Market. More Information...

BackToCart

BackToCart

(1)

This tool provides a solution for eCommerce businesses to recover their abandoned carts. Integrating Shopify shop with Hubspot CRM, and providing tools and detailed analytics More Information...

Enalyzer

Enalyzer

(0)

Enalyzer is a next generation survey tool. Why? 100% responsive web app. A clean UI/UX that increases usability. Powerful features & it comes with a Free Plan. More Information...

REVE Chat

REVE Chat 78

(6)

REVE Chat is a multi-channel cloud based live chat platform that enables online businesses to engage with their website visitors in real-time. More Information...

Wantoo

Wantoo

(0)

Wantoo is a simple, powerful cloud-based platform that makes it easy to listen, analyze, and act on feedback from your team, your customers or anyone else. Set up in seconds. More Information...

Faveo Helpdesk

Faveo Helpdesk

(0)

Faveo HELPDESK provides Businesses with an automated Helpdesk system to manage customer support. More Information...

NetDispatcher

NetDispatcher

(0)

Simple and Easy to Use Field Service Platform Once you’ve tried field service management software, you’ll never want to go back to pen and paper again. Make more money today. More Information...

Relay

Relay

(0)

Relay is a new kind of communication channel for businesses to connect easily and efficiently with their customers over a secure, private channel to get stuff done More Information...

storEDGE

storEDGE

(0)

storEDGE is an online management software for the self storage industry. One clean interface provides access to your business any time, from any device. More Information...

contactSPACE

contactSPACE

(0)

contactSPACE provides Cloud Contact Centre Technology that helps improve customer conversations, increase productivity and visibility More Information...

Promoto

Promoto

(0)

Promoto is a B2B Brand Advocate Marketing SaaS solution with a mission to convert your customers into brand advocates. More Information...


trial/premium
Lightspeed eCommerce

Lightspeed eCommerce

(0)

Get a complete solution for your online store: complete order management, CRM, marketing & reporting tools. Over 40,000 businesses use our system start your free trial today! More Information...

Badger Maps

Badger Maps 84

(6)

Badger Maps is a sales routing app that helps field salespeople optimize their routes, manage their customer data more efficiently, find new leads faster and close more deals. More Information...

OmegaPrax Dental

OmegaPrax Dental

(0)

OmegaPrax Dental is the industries most affordable and efficient way of helping your practice simplify the daily tasks necessary to run a successful practice. More Information...

SkillPatron

SkillPatron

(0)

SkillPatron is an exclusive business-creation community tackling African unemployment by connecting talented yet unemployed young Africans to opportunities More Information...

Helpsumo

Helpsumo

(0)

Helpsumo is an fast, elegant and trusted online based help desk software that provides professional support to your products and services More Information...

UncleSales

UncleSales

(0)

UncleSales is the effective sales force automation app to improve your sales team by tracking their location and guiding them with needful information More Information...

Toky

Toky 88

(1)

Receive calls from your website, social profiles and regular phones, all in one place. More Information...

Dialog Insight

Dialog Insight

(0)

Easily build responsive emails using our templates. Create and insert your content without any programming ability. Our drag and drop editor gives you all the freedom you need More Information...

Apphitect

Apphitect

(0)

Apphitect vacation rental software is a customizable ready made solution to build a complete accommodation website like Airbnb without building it from the scratch. More Information...

Free Call

Free Call

(0)

With Free Call, your visitors can phone or message you in a click. It’s a great way to boost your service, sales and more, and keep customers happy. More Information...

Toolyt

Toolyt 76

(1)

Toolyt is a field force productivity tool, to make your field officers (sales team, data collection team, delivery boy, service guys) etc. productive by 40%. More Information...

Survio

Survio

(1)

Survio is a modern online survey system for survey creation. Survio provides an effective solution for the preparation of questionnaires, data collection and analysis. More Information...

Bookeo

Bookeo

(0)

Bookeo is a commission free online scheduling and reservation system for professionals, schools and teachers, tour providers and escape rooms. More Information...

CheckMarket

CheckMarket

(0)

CheckMarket is a cloud-based survey software solution. We're not just a survey tool. What sets us apart are our enterprise features and wide range of professional services. More Information...

Lodgify

Lodgify

(0)

Lodgify’s innovative software empowers vacation rental owners to create their own mobile-ready website with a booking engine, manage reservations and sync external calendars. More Information...

AyaNova

AyaNova

(0)

Manage your dispatching, preventive maintenance, scheduling, customer and equipment service history with AyaNova's LAN and/or remote access service mgmt software More Information...

SimplyBook.me

SimplyBook.me

(0)

SimplyBook.me offers a simple and extensive online booking system that works for all companies which accept appointments. More Information...

SurveyLegend

SurveyLegend 76

(45)

SurveyLegend is the next generation of surveys - engaging, platform-independent & beautiful. We empower companies, large & small & individuals, to create amazing surveys. More Information...

Freshchat

Freshchat 64

(10)

Freshchat is a live chat product exclusively for small teams. It helps businesses to do one thing and do it really well — convert website visitors into customers. More Information...

Nectar Desk

Nectar Desk

(0)

Nectar Desk is a provider of call center software solutions for a wide variety of industries. More Information...

Userlane

Userlane

(0)

Our interactive guides allow users to immediately operate any software without learning. Great UX during onboarding and staff training. More Information...

Salesflare

Salesflare 83

(50)

Salesflare is the intelligent sales CRM that fills itself out so you don't have to. It thinks for you so you can focus on thinking for your customers. More Information...

VeryConnect

VeryConnect

(0)

VeryConnect brings together member management, member engagement, and member self-service on one platform. We help you to save time and give your members value. More Information...

Maxpanda CMMS

Maxpanda CMMS 70

(4)

Maxpanda CMMS is a fully responsive Mobile Maintenance Management software - simple to learn yet powerful use. More Information...

Referral Rock Software

Referral Rock Software

(0)

Referral Rock provides online referral marketing automation software to help any business get more customers using the power of their own network. More Information...

Cugic

Cugic 77

(1)

Cugic is a renowned brand when it comes to chat software integration. Now also offering video calls. More Information...

Review WAVE

Review WAVE

(0)

The Review Wave platform helps you automate your customer feedback process, get testimonials and ultimately 5 star online reviews. More Information...


trial/premium
Appoint.ly

Appoint.ly 80

(3)

Appoint.ly helps to schedule meetings quickly and easily through the integration with calendars online. More Information...

Emolytics

Emolytics 78

(1)

Emolytics measures customer experience through the prism of emotion, scientifically, helping businesses make informed decisions impacting results. More Information...

SutiCRM

SutiCRM

(0)

SutiCRM helps organizations manage customer data and interactions, automates marketing, sales, and customer service activities. More Information...


trial/premium
Applozic

Applozic

(0)

Applozic provides Cloud Based Custom Messaging platform for end-to-end communication in Mobile and Web Apps. A simple analogy is we are "White Label WhatsApp" for Enterprises More Information...

Dialer360

Dialer360

(0)

Dialer360 is a top Call Center Solution Provider with full Omni-Channel capabilities. Communicate with your customers using Email, Chat, Voice, Sms and Social Media. More Information...

Freshsales

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Customer Service & CRM Software Guide

What is Customer Service & CRM Software?

Customer service software, as the term suggests, is any digital solution that helps SMEs improve the quality of their customer service. For instance, some customer service software products help manage and respond to customer queries in an organized way. CRM, on the other hand, refers to customer relationship management. CRM software monitors customer interaction on multiple touch points, including social media, company website, email, and phone calls. The software helps collect, organize, and analyze customer data throughout the customer lifecycle.

You can use software solutions in this space to gain insight into customer behaviors, and plan your customer relationship management policies accordingly. This eventually helps build and maintain long-term business relationship with customers. Customer service & CRM software products are used widely across industries; and they come in different variants, with different features to suit different needs, such as, customer engagement, feedback management, survey and polling.


How to Choose Customer Service & CRM Software

As with any business software, deciding on the features of your customer service software is important. Integration is one important feature to look for. Depending on your requirements, you may want to choose a customer service software tool that integrates effectively with other software products, such as, Gmail, MailChimp, and Outlook. Another important thing to consider is scalability. If you are expecting rapid growth of your business, consider choosing a CRM solution that will grow with you. For some small businesses, CRM software with basic contact management features may suffice, while larger organizations may look for contact management with a shared database. It all depends on what you need, your growth potential, industry, and customer service goals.

More advanced CRM software features include sales territory management, marketing campaign management, feedback management, sales force automation, sales analytics and forecasting, and support & helpdesk automation. You may also want to consider whether you need mobile CRM and advanced customization facilities. CRM customization and integration needs vary depending on the size and nature of businesses. You should compare and find software accordingly.

Most software products in the support & helpdesk category allow you to automate ticket management system, and interact with customers via multiple contact channels, including live chat, community forums, and social media. Some even come with built-in reporting tools, dashboards, integrated screen recording, and real-time internal collaboration features. You’ll also find customer service software more suitable for specific industries or to carry out certain tasks, such as, appointment booking, customer engagement, feedback management, and customer chat. While the basic features remain almost the same, some products offer you more options and add-ons to help cater to your exact needs.


Subcategories of Customer Service & CRM Software

  • Appointment Systems Software: Appointment systems software takes the stress out of appointment scheduling, making it easier for agencies, professionals and SMEs to book, cancel, re-schedule, and remember important meetings and appointments. Advanced features include letting users view and book appointments from anywhere, allowing customers to make payments while booking an appointment, creating recurring appointments for customers, tracking attendance history, and allowing global users to set time zones.
  • Contact Center Management: Products in this category help a business run its contact center more smoothly, thanks to their ability to automate important tasks, such as, recording phone calls, tracking customer interactions, organizing emails, and leaving voicemails. You can use contact center management software for case management, feedback management, omni-channel communications, and field service. Inbound call centers often use this product for call monitoring, skills-based routing, and historical reporting.
  • CRM: This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication channels, identify and nurture high quality leads, automate follow-ups with clients, build customer loyalty, generate and analyze reports, and make sales forecasts. Most CRM systems come with an Application Programming Interface (API), which allows for seamless collaboration between sales, marketing, and other departments within an organization. CRM with mobile access allows salespeople to view and share customer interaction history on the go, making it easier for them to resolve time-sensitive matters.
  • Customer Chat: Products in this category aim to improve customer support by providing immediate help to customers via live chat on the company website. A win-win for both parties, the software allows customers to multitask while waiting for a response, while also letting the customer service agent handle multiple chats at a time. Businesses save time and money on customer support, while customers benefit from round-the-clock support, and an ability to keep the transcript of the conversation for future reference. Advanced features include the ability to chat with multiple visitors, video chatting, viewing remote screens and mouse movements, file sharing, and feedback analysis.
  • Customer Engagement: To build a strong relationship with customers, businesses need to engage them on multiple communication channels and keep the conversation going. Customer engagement software makes the job easy for SMEs by providing them tools for social media monitoring, email marketing, content marketing, customer data collection and analysis. In the end, this helps businesses personalize their marketing communications and improve the quality of customer service.
  • Customer Experience: Customer experience is how customers perceive a brand based on their past interactions with the company. These could be direct or indirect interactions at any point in the customer lifecycle. Software products for improving customer experience work in many ways, with different products focusing on different aspects of customer experience. For instance, one product could help create a guided tour for the first-time visitors to your website, making it easy for the visitors to understand what you offer and your specialties. Other important features include live chat, social media support, self service, and mobile support.
  • Customer Service: Not all companies require a complete overhaul of their customer service. Simple changes like sending automated acknowledgement emails or creating a knowledge base for self service can go a long way to wow the customers. You need to compare and choose the right solution for you. In general, customer service software helps keep track of customer requests, automate certain customer support tasks, generate reports, route the right request to the right person, collate customer information in one place and prioritize customer requests. Some products are specifically designed to manage customer interactions on social media platforms, while others come with advanced features, such as, the ability to schedule emergency services and integrate with other programs.
  • Feedback Management: Software products in this category help measure client satisfaction, recognize what’s stopping a customer from buying, and identify scopes for improvement. The software does this by running online surveys, asking the right question to customers at the right time. Advanced enterprise feedback management software not only collects and organizes feedback from customers, but helps find a way to incorporate the feedback into your daily business operations, so that you can take timely steps to reduce churn or improve the quality of your products and services. Different products come with different features, but some common features include ability to track the user’s behavior on your website while they were leaving feedback, ability to share prototypes with clients or team members and invite them to leave feedback, and ability to analyze and interpret the feedback.
  • Gamification: Training your sales team to use CRM could be challenging. Gamification software helps take the boredom out of training sessions and encourage participation. Products in this category come with features like product knowledge quizzes and tournaments to make learning fun for participants. Some other features to look for include real-time feedback systems, the ability to do performance analyses and the ability to share achievements / get recognition from team members.
  • Loyalty & Membership: Retaining an existing customer requires much less investment than gaining a new client altogether. This is exactly why smart marketers increasingly focus on creating loyalty and membership programs. To that end, businesses can leverage the power of loyalty & membership software, which often helps save time and money on the planning and implementation of loyalty programs. Some notable features of this software type include the ability to incorporate incentive based promotions, building payment processing system, managing allocation of gift cards, rewarding customers for advocacy, identifying loyal customers for special offers and discounts.
  • Remote Support: Remote support software allows customer support staff and IT professionals to access and control devices remotely. Remote support is generally offered in combination with other customer support functions or as an in-house service by enterprise IT departments. Taking control of remote devices reduces travel costs, complexity and time needed to solve issues. Remote support software often isn’t limited to input control and remote desktop viewing features but also includes file transfer, VoIP, chat capability and other advanced functionality. Remote support software can be used to gain unattended access to remote hosts via web interfaces, clients or mobile devices and is frequently used to monitor and maintain servers and datacenters.
  • Reservations & Online Bookings: With customers across industries adopting online payments, most businesses today need to catch up with the trend, if only to stay competitive. Reservations & online bookings software usually allows a business to create booking pages, accept online payments, send instant notifications, book reservations and appointments, cancel registrations, and re-schedule meetings and appointments. Some programs come with even more advanced features, such as, organizing and analyzing booking statistics, adjusting time zone settings, creating customized schedules for a specific day or person, adjusting language and currency settings, and an ability to create image galleries and an attractive “Book Now” button.
  • Support & Helpdesk: No matter the size and nature of a business, the right SaaS helpdesk solution helps improve customer service in many ways. For instance, some software products for support & helpdesk purposes enable you to escalate issues to the right person to provide better service. Some products come with the ‘knowledge base’ feature that lets you identify common customer queries, so you can create guide articles for customers to find answers to their queries themselves. Support & helpdesk software usually offers multi-channel support, automated ticket management, reports and analysis on client satisfaction, and a dashboard that lets you view important customer data at once.
  • Survey & Polling: Software in this category creates and runs surveys and often also analyzes the survey results. Businesses can leverage this software to recognize customer pain points, identify strengths and weaknesses, and common patterns. Some advanced software features of survey & polling include sharing surveys with target audiences, adding logos for a customized look, sending survey invitations, generating survey email alerts, scheduling reminders, adding answer options for qualitative surveys, analyzing response rates, and conducting analysis to identify key takeaways.
  • Tracking & Help Desk: These products aim to offer a centralized platform from where you can track and resolve customer requests coming from multiple communication channels, including phone calls, emails, and live chat. This helps offer faster customer support and hence reduce churn rates and increase the number of happy customers. Key features to look for include automated ticketing systems, ability to integrate with other platforms, and knowledge base solutions.
  • Visitor management: Products in this category are best suited for businesses that need to manage a large number of visitors on a daily basis. The software helps log visitor information, generate visitor activity reports, manage pre-registration, identify the intent of a visit and the reasons for leaving the platform. The right visitor management system helps improve productivity and visitor service, and ensure accuracy of visitor data.

Latest User Reviews in Customer Service & CRM

ProProfs Chat
James Warner, Human Resources Executive - dell
"Great tool to win new customers"

We are using ProProfs Chat for a few months now. I and my colleagues are confident th...

InnkeyPMS
Mohit Agravat, Seo And Digital Marketing Executive - InnkeyPMS
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InnkeyPMS is a perfect solution for our hotel. We can effectively manage our online b...

SurveyLegend
Edward Law Qi Feng, MIS Executive - AXS Pte Ltd
"Dynamic Survey"

A very dynamic platform to create a survey. However user will need to spend some time...

Salesforce
João Edgar Faillace Farret, Fundador - Doctor Found
"Muito bom!"

Muita útil, gera dados de maneira inteligente e eficiente. Recomendo para quem tem gr...

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