Best Customer Engagement Software

List of the best software to engage customers

In this piece, we'll sort through some of the best software that will assist you in dealing with these various stages of the customer experience. Read on to find out how we ranked the best software.

1. LoginRadius

— LoginRadius is the highest-rated customer authentication and authorization platform in the world. LoginRadius empowers businesses to provide…

Starting PriceContact for price
Pricing ModelSubscriber based
Free TrialYes
Free VersionYes
2. Freshdesk

— Freshdesk is a cloud-based live chat software that helps every customer agent delight customers effortlessly, help them…

Starting price$18/mo
Pricing modelPer User
Free Trial21-day
Free VersionYes

Customer Engagement Software helps companies track, acquire, and manage customer relationships by personalizing the customer journey.

Choosing software is an uphill task for many business owners. To find the right software, business owners have to browse through an extensive list of competing products. On this listing, we provide you with information on choosing the best software plus our top reviewed sites.

Methodology of ranking the best customer engagement software

To create this list, we looked at the highest-ranked products from multiple software ranking services. We then sorted out the top 50-100 products. This was followed by reading user reviews from different clients and listing top features and key metadata. Furthermore, we reviewed demos of each of these top-rated products. Finally, our experts evaluated these products based on UI design and usability. Considering all the metadata and insights, we then calculated a score and ranked the products. Thus, our list contains products your business can rely on.


As businesses become more competitive, customer acquisition is at an all-time high. The retention of existing clients has become crucial to maintaining an upward trajectory in building customer bases. There are numerous options, each different offering features and solutions to business. Therefore, whatever platform your business chooses depends solely on its needs.

However, our listed products are based on a stringent criterion that the selected products must meet. Each of the listed products is evaluated on its features and functionality. We use existing demos plus expert and user reviews to collect the relevant information. Our team of experts also evaluates these products based on functionality and UI design.

Our list of the best customer engagement software is selected from 100+ competitors in the market. While some, for instance, pay more attention to personalized capabilities, others will concentrate more on advanced automation capabilities. Essentially, each product will differ in terms of features and capabilities. Therefore, choosing your preferred platform should depend on what you hope to achieve.

Testing out different options from our listed products is the best way to find your ideal software. Most products will offer free demos and sometimes one-month free trials. Businesses should take advantage of these two to determine how effective these products deliver on their needs. The information collected is what will be the basis of decision-making.

So, let’s dive deeper into this topic.

Customer engagement software overview

In pursuit of personalizing your customer journey and offering customer service to retain your customers, this tool is a must-have. The software will help you streamline your customer engagement channels through automation and personalized touchpoints.

What is customer engagement software?

This software is the solution businesses need to improve their customer services and maintain the highest satisfaction levels. This tool lets businesses track, analyze, and manage their customer journey, offering a personalized customer experience. In a broader sense, it helps businesses generate sales and grow in revenue through customer loyalty and strategic marketing.

A customer engagement platform (CEP) is software that allows you to interact with your customers at any point of contact they may have in the company. It has a library of related information and tracks your audience as they progress from strangers to prospects, customers to promoters. Moreover, it assists organizations in acquiring, engaging, and serving customers across all communication channels through a single solution.

What does customer engagement software do?

A CEP performs various tasks in the customer journey and plays a significant role in maintaining and retaining the company’s customers.

  • A customer engagement platform refers to the software utilized to track and analyze consumer activity and engage with them.
  • Customer engagement systems assist companies in better engaging with users, resulting in improved client success and pleasure. This results in lower turnover and higher overall growth.
  • They also aid in the reduction of customer support demands by stationing self-service customer support via resource centers, engaging walkthroughs, tutorials, and onboarding routines.
  • Finally, as a result of happy consumers, increased customer experience through CEP offers businesses a competitive edge over the competitors.
  • To select the ideal software, you must first understand the consumer journey and the levels of customer-product contact; you must also define the consumer engagement model and be aware of various sorts of beneficial interactions for your consumers.

What is the meaning of a Customer Engagement Platform or CEP?

A customer engagement platform (CEP) is a comprehensive set of data-driven solutions that assist you in understanding and engaging with your customers across all accessible channels on the basis of their activity. As a result, it assists firms in managing complex client relationships and establishing genuine connections, thus boosting customer happiness, sales, and retention.

Features of the best customer engagement software

Software with a specific set of capabilities can assist your clients in making progress toward customer retention and business growth targets they’ve established.

Here are some must-have features;

Customer Segments

Personalized, relevant offerings have the potential to attract attention. Your clients will be able to categorize their lists using the most beneficial software solutions.

Several Communication Channels

Consumer engagement platforms enable merchants to contact customers in the way they desire, for example via email, SMS, in-app, or social media.


Without automation, maintaining a customer engagement plan would be extremely time-consuming. Merchants can use the software to set up rules so that when specific conditions are satisfied, an offer or message is automatically sent.

App for mobile devices

Certain software suites enable merchants to create mobile apps. Others may feature integrations with third-party apps.

Centralized management

The best software has a centralized dashboard, ensuring clients can administer their marketing messages, customer segmentation, reward program, and other aspects of their customer experience strategy from a single screen.

Benefits of using the best customer engagement software

Here is a list of some benefits companies can expect from using customer engagement platforms/software

Customer involvement via many channels

These software solutions allow employees to solve customer complaints and queries about their products over the call and via live chat, social networking sites, and email. You can establish a more coherent message across all platforms through omnichannel customer engagement, offering enhanced customer support whenever and wherever it is beneficial for them.

Strengthens customer loyalty and trust

Engagement is crucial in nurturing customer bases that are loyal to your brand. By offering personalized customer interactions, one can strengthen customer loyalty and retain the customer’s trust.

Customer interaction in real-time

Engaging customers at the correct time when they are searching for it, using modern digital engagement tools such as live chat, co-browsing, and video chat, results in a superior conversational support experience.

Scale customer service

Customers are more inclined to purchase from firms if you show real interest in them. Instead of simply providing a product, you become the comprehensive answer to their problem. A successful customer engagement platform enables you to grow customer care to provide a great customer service experience.

Automate lead generation

Using AI chatbots allows firms to automate lead qualifying by posing pre-programmed queries to website users. It aids in the immediate closure of deals, increasing the velocity of the sales funnel.

Accessible from any location

The software enables you and your staff to access the information from any location using a web browser or mobile device. It’s becoming increasingly crucial as your staff base could include remote workers, contractors, and freelancers.

Improves team collaboration

Users and teams can collaborate with customer engagement solutions because most provide cloud-based platforms. Centralized accessibility to official information, tools, and other features enable teams to collaborate and brings them closer to achieving a common goal.

So, improving team collaboration is extremely advantageous, especially since most firms have interlinked teams, such as sales and marketing, communications, and customer support. This will aid in having better working relationships.

Which companies should buy the engagement software for customers?

Customer engagement platforms are essential for all types of businesses. They are vital for small companies, big firms, enterprises, and SaaS-based companies.

SaaS Companies

Customer engagement platforms in Saas companies help retain customers, mitigate the risk of customer churn, improve customer satisfaction, and cross and upsell. This enhances the overall customer experience.

Small Businesses

Emphasizing customer engagement helps build a strong, loyal community for small businesses. It promotes the target market to engage with small businesses and allows the customers to share the experiences with their friends and family. This immediately eliminates the need to boost advertising expenses to reach new consumers.

Large Businesses/Enterprises

Here, the software allows marketers to organize and coordinate all client contact activities. Aside from improving customer experience, an effective customer engagement tool increases operational efficiency while decreasing corporate expenses.

How much does customer engagement software cost?

The cost of the software varies, and no two prices are the same.

  • Begins from $$20-50 per month
  • Middle range can cost- $100-300
  • High-end feature software can cost $2500 per month.

The price entirely depends on your company’s goals and requirements. The cost of employee engagement solutions largely relies on factors such as business size, functionality, and interfaces with HRIS platforms and requirements.

Types of software for customer engagement

It is essential to know the types of software. There are two basic types: on-premises or in the cloud.

Premise-based deployment

This uses software solutions that are deployed and hosted on business servers. If you go with this method, you will have to spend a one-time fee for a single license.

Small firms and startups do not widely use this deployment approach because it is pricey and necessitates more time, effort, and technical knowledge. This deployment choice may be excellent for firms with sufficient resources and are primarily focused on customer data and data insights to communicate with their client base.

Cloud-based deployment

Customer interaction software hosted in the cloud is referred to as the cloud-based deployment approach.

This deployment method, also referred to as web-based or software-as-a-service (SaaS), has the application and all of its features controlled and managed by the vendor or service provider. To access the platform, you simply need to enroll in a specific plan.

These platforms can be accessed from practically any location, at any time, via any internet.

Below, we’ve singled out the top customer service software trends on the market today.

Cloud-based software

Nowadays, every communication platform must rely on cloud-based deployment strategies. On-premise options no longer meet consumer demands, so if you want to provide smooth customer experiences and up-to-date tools, your software must allow app integrations, real-time data sharing, and other features.


Personalization is essential for providing a great customer experience. Therefore you’ll need software that allows users to create personalized experiences for your consumers.

Effortless integrations

Connecting the programs you already use eases the move to new software and helps employees maintain productivity. The possibility of integrating more tools boosts your client service even further.

Step-by-step setup

Whether you’re a total rookie or a seasoned veteran when it comes to customer interaction software, you must always go with simple products to set up.

Cost and security

Make sure you take the overall cost and security of the software into account as well.

Which is the best software for customer engagement?

It is evident that choosing the best software is a challenging and tricky task. However, the ideal way is to try demos of various software to find the ideal fit. In the meantime, our list can give you a good start in choosing the best software for your business. Why not use the list mentioned above to find the perfect fit for your business?

How to choose the right software for customer engagement?

To select successful software for your users, you must understand each stage at which your consumers connect with your team. You must also understand what they hope to gain from these exchanges.

Understanding the user journey assists you in determining the ideal customer interaction platform for your users. Consider what kinds of experiences would be most valuable to your customers as they continue through the journey, from the “AHA moment” to becoming product evangelists.

Also, try to answer a few questions to determine what type of customer engagement platform is ideal for you. You can begin answering questions like “Is there a steep learning curve with your SaaS tool?”; “At what point in the journey do you need to interact with users more?” and so on. Apart from these questions, you may also evaluate if it is necessary for you to have onboarding automation technologies or primary mode of acquisition, metric systems, and so on.


It is clear that a customer interaction platform is critical to providing a better customer experience. A good platform can help your company increase revenue efficiency while also providing a superior client experience. So, begin by determining your primary business requirements and selecting the right platform to provide better service and boost customer satisfaction.