Customer Experience Software

Typically, Customer Experience is a capability of a variety of other G2 Software categories. See more below to select the

best Customer Experience Software.

Customer experience software (CX) refers to a class of software designed to monitor and enhance the overall experience customers have when interacting with a business or a brand. Customer experience software provides information and support to prospective and existing customers while ensuring a positive experience. There are many customer touchpoints, and therefore many different tools needed to affect them; because of this, CX software is not a category so much as it is a family of categories.

Customers who have negative experiences interacting with a business will seek competitors who treat them better or are easier to work with. These negative experiences can come from phone conversations, social media interactions, or face-to-face dealings with salespeople or other employees. A poorly designed website or online store can yield poor experiences, leading to churn. Each business requires a different mix of tools and techniques to fine-tune the customer experience; solutions may be deployed as part of marketing strategy, sales practices, or customer service policies and tools, to name just a few possibilities.

Two categories often thought of first when considering customer experience are help desk and customer success software, because they both involve human interaction hopefully leading to a satisfied customer and a closed case. AI sales assistant chatbots automate simple interactions and transactions so customers can quickly achieve their goals. Enterprise feedback management provides a flow of data on what a business is doing right and where it is failing to meet expectations. Customer journey analytics software monitors and records actual customer use of a business’ digital assets across multiple channels, both to see how well existing processes are working and to craft more ideal paths for customers to take in their use. Account-based marketing is an attempt to focus more attention on key accounts and treat them like valued relationships. Social media management engages customers at critical points in the customer’s journey—the point where they are pleased, curious, or annoyed enough with a brand to post about it in a public forum. CRM is one of the earliest attempts to manage customer experience, and the data from CRM systems is often integrated with other CX applications.

To be considered part of the Customer Experience family, a product should:

  • Provide actionable information about customer satisfaction in unique instances or through aggregated data
  • Plan and implement changes to business processes that affect customer experience
  • Create a memorable, positive experience through application of technology
  • Help employees consistently provide the best outcomes for customers
Instantly

Instantly

(3,529)4.8 out of 5

Instantly

(3,529)4.8 out of 5

Instantly Helps Automate Your B2B Email Outreach Forever.

Top Customer Experience Software Result from Sales Engagement

Also listed in Email Deliverability, AI Sales Assistant, Account Data Management, Lead Mining, Lead Intelligence


CM
“robust features and customer support like a mature company w/ a startup's focus on evolving product”
What do you like best about Instantly?

I like how they seem to release new helpful features I didn't know I wanted, every couple of weeks. They do pre-warmed emails and done-for-you email domains and accounts (while I don't sure any of their competors currently do that). Pre-warmed accounts save the hassle of setting up the DMARC, DKIM, and SPF and 30 days of warming up your email accounts before using them. Their product feels anything but stagnant. They have a startup's focus on evolving the product to meet customer needs and do an amazing job releasing and describing features that are easy to turn on. Review collected by and hosted on G2.com.

What do you dislike about Instantly?

We had an early unexplained suspension of an email domain but they reimbursed us and made it right. Everything since then has been smooth sailing and better than we imagined. Review collected by and hosted on G2.com.

What problems is Instantly solving and how is that benefiting you?

Instantly makes it simple and easy for a business to set up and do cold email the right way (which is really hard to do).

Our deliverability of emails is up. We're booking calls with people we may not have reached otherwise, which is helping us grow the business. Review collected by and hosted on G2.com.

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Birdeye

Birdeye

(3,127)4.7 out of 5

Birdeye

(3,127)4.7 out of 5

Birdeye is a reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortles

Top Customer Experience Software Result from Online Reputation Management

Also listed in Feedback Analytics, Experience Management, Payment Processing, Conversational Support, SMS Marketing


Victor S.
VS
“Second to none customer service - they really treat you well”
What do you like best about Birdeye?

I can't say enough about the customer service I have received from Birdeye. From the onboarding process to customer retention, they really care about their customers and want to make sure they are getting the most out of the product and its services. Review collected by and hosted on G2.com.

What do you dislike about Birdeye?

For smaller companies it can be a large investment. Whether you're a very small business to a larger business, the scale of pricing doesn't vary much. Review collected by and hosted on G2.com.

What problems is Birdeye solving and how is that benefiting you?

Birdeye can help improve the strength and consistency of your online presence on the web. They have dozens of sites that they monitor and work to ensure your listing is consistent across the board (the web). They also have a platform which makes it convenient to solicit reviews to help improve online reputation. They also have a great social feature that allows for easy and seamless posting on social media platforms. They offer messaging as well, so that you can send text messages to your customers from your business phone number and receive them all in one place. Review collected by and hosted on G2.com.

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Sprout Social is an intuitive platform that delivers smarter, faster business impact from social media.. Empower your teams to better connect with audiences, streamline publis

Top Customer Experience Software Result from Social Media Suites

Also listed in Social Customer Service, Social Media Analytics, Social Media Management, Social Media Listening Tools


Lindsey W.
LW
“Sprout Social is the Ferrari of Social Media Software”
What do you like best about Sprout Social?

If you're on the hunt for a social media management software, look no further. Sprout is the best of the best. Sprout Social makes it incredibly easy to manage multiple accounts across different platforms, and with their robust reporting capability, analyzing your strategy is easier than ever. The asset library is one of my favorite features, allowing me to store content to use on a 'rainy day' as well as hashtags for your Instagram first comment. The smart inbox organizes all your messages, allowing you to review and prioritize quickly. The smart inbox has gone a long way in helping me remove spam messages, and focus on actual customers. Sprout also makes it very easy to export reports & your content calendars to send to the rest of your team. Sprout is truly worth every penny, and I wouldn't use any other platform for social media management! Review collected by and hosted on G2.com.

What do you dislike about Sprout Social?

Honestly, the only thing I dislike is the fact that you can't have two people logged into the same account at once. Review collected by and hosted on G2.com.

What problems is Sprout Social solving and how is that benefiting you?

I manage accounts for 10 different car dealerships, so Sprouts organizational capabilities go a very long way in helping me schedule, analyze and post content across all the stores. Sprout's reporting also provides much more detail than the native reporting from the platform, allowing me to analyze my strategy in greater detail. Review collected by and hosted on G2.com.

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Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale — all on one

Top Customer Experience Software Result from Marketing Automation

Also listed in Marketing Platforms, Account-Based Web and Content Experiences, Account-Based Orchestration Platforms, Conversational Marketing, Customer Journey Analytics


Stéphanie M.
SM
“Hubspot for the win”
What do you like best about HubSpot Marketing Hub?

Hubspot is very user friendly, especially compared to other tools like Salesforce/Pardot. I love that's in an all-in-one tool and that your data is right there. It makes it easy to segment when taking marketing actions. It's also pretty easy to implement, and if anything, there are many ways to contact the customer support team. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Marketing Hub?

The social media module is a great idea, but it's not developed enough, so it can't yet replace a real social media scheduler tool. The concept of "marketing contacts" also makes it much harder to manage than before. It should at least come with pre-made workflows that are easy to customize for who should be a marketing contact or not. The email templates also have limited features. Review collected by and hosted on G2.com.

What problems is HubSpot Marketing Hub solving and how is that benefiting you?

Consolidating everything in one place is amazing. Having your data right where you take marketing actions makes it really easy to segment who to target, and then report on results. Review collected by and hosted on G2.com.

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Fathom

Fathom

(4,237)5.0 out of 5

Fathom

(4,237)5.0 out of 5

Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation.

Top Customer Experience Software Result from Conversation Intelligence

Also listed in AI Sales Assistant, Video CMS, Sales Coaching, Note-Taking Software, Transcription


Austin H.
H
“AI Meeting Summary Unmatched”
What do you like best about Fathom?

I have previously used many AI based call recording tools and Fathom dwarfs them all. The real time call feedback is a game changer and their integration with HubSpot has been seamless. Implementation was a breeze. I no longer feel like I have to scribble on my notepad to ensure everything is captured. Even with previous tools that boasted these same features, I could not truly trust that the transcription would be accurate after the call. Fathom is spot on. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

It sometimes can miss auto recording calls if you have to make a last minute meeting link switch. You still have the ability to record manually, but it is easy to forget when you are used to it being automatic 95% of the time. Review collected by and hosted on G2.com.

What problems is Fathom solving and how is that benefiting you?

Capturing all action items during calls with clients. This allows us to stop scrambling to write everything down and be present with the client during our time together. Review collected by and hosted on G2.com.

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Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.

Top Customer Experience Software Result from CRM

Also listed in Sales Planning, Business Scheduling, Sales Acceleration Platforms, Sales Platforms, Conversation Intelligence


Akshay B.
AB
“Salesforce Sales Cloud Review”
What do you like best about Salesforce Sales Cloud?

It helps your data stick to one place and has great compatibility to be used with various other applications directly (ease of integration). Beyond this, it also ensures that you can create the dashboards as per your requirements.

You also get to keep visibility of the deals that are being worked upon by your subordinates. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Sales Cloud?

I haven't found any downsides as such, instead, I would like to say since I use this daily with ease, the downtime is negligible, and it is easy to implement as well.

Customer support is also reactive and resolves queries immediately. Review collected by and hosted on G2.com.

What problems is Salesforce Sales Cloud solving and how is that benefiting you?

Salesforce Sales Cloud addresses key challenges by centralizing customer data, enhancing lead management, and improving sales forecasting. It helps us as it automates repetitive tasks, providing a 360-degree customer view, and facilitates team collaboration. Integration with other tools ensures seamless information flow, while robust analytics help set realistic targets and make informed decisions. Overall, Salesforce Sales Cloud streamlines sales processes, boosts efficiency, and enhances customer relationships, ultimately driving revenue growth. Review collected by and hosted on G2.com.

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Insider

Insider

(1,062)4.8 out of 5

Insider

(1,062)4.8 out of 5

Insider is the first integrated Growth Management Platform helping digital marketers drive growth across the funnel, from Acquisition to Activation, Retention, and Revenue fro

Top Customer Experience Software Result from Mobile Marketing

Also listed in E-Commerce Search, Personalization, Personalization Engines, E-Commerce Personalization, Customer Journey Analytics


LC
(Original )Information
“Insider helped us engage with our customer and improved conversion rate on our website”
What do you like best about Insider?

The revenue that we generated by sending out automated push notifications were significantly higher than manual push notifications. Also, as the tool offers a number of predefined templates, it didn’t take much time for us to edit campaigns. Using this solution, we were able to update our target customers about their latest interest on our website/APP based on their previous onsite behavior. This has helped us increase our customer’s brand favorability toward us. Review collected by and hosted on G2.com.

What do you dislike about Insider?

The integration took longer than expected. The project timeline was delayed due to the extra effort that we have to invest in integration. APP's missing countdown function is a pity. Hoping the mobile web, website and APP template can be in sync. Review collected by and hosted on G2.com.

What problems is Insider solving and how is that benefiting you?

Before using Insider, we were able to send bulk push notifications in the text format. However, we wanted to explore a solution that can help us automate the process, create deep segments based on their predicted behavior, events, and visits, and engage with customers who had abandoned their carts.

Insider’s team of Growth Consultants recommended us to use their web push channel to send messages to target customers who had a higher purchase intent. We were also able to re-engage customers who haven’t visited our website for a long time. By sending out personalized Cart Abandonment Push Campaigns using predefined templates, we were able to capture their attention and bring them back on our website. Review collected by and hosted on G2.com.

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Glassbox

Glassbox

(743)4.9 out of 5

Glassbox

(743)4.9 out of 5

Glassbox provides digital customer experience analytics for web and mobile apps. Drive revenue, profitability & loyalty with optimized digital CX.

Top Customer Experience Software Result from Session Replay

Also listed in Customer Journey Mapping, Digital Experience Monitoring (DEM), E-Commerce Analytics, Product Analytics, User Research


RD
“Seeing Online Sessions”
What do you like best about Glassbox?

What I like about best with Glassbox is it is very helpful with being able to see what the customers are doing in their online session. sometimes its something small that I overlook or something I would not thing the customer is missing. However in Glassbox I can properly assist our customer by viewing the session and see where they are getting stuck or having an error. Review collected by and hosted on G2.com.

What do you dislike about Glassbox?

It would be usefull if the real time playback would be even faster - would help in our customer support Review collected by and hosted on G2.com.

What problems is Glassbox solving and how is that benefiting you?

I am resolving online banking problems for customer. It could be zelle, bill pay, online wires, and other online related topics. I am helping our customers with online navigational steps, sometimes also detecting when the system is down or experiencing issues. I am able to see the errors customer gets, I am able to see the problems customers are running into, also I can see settings like if the customer screen is too zoomed in that can cause issues as well. Review collected by and hosted on G2.com.

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Freshdesk

Freshdesk

(3,495)4.4 out of 5

Freshdesk

(3,495)4.4 out of 5

Freshdesk is a cloud-based helpdesk software that streamlines customer conversations across multiple channels including email & phone. It enables faster collaboration with you

Top Customer Experience Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Shared Inbox, Conversational Support, Complaint Management, Social Customer Service


Jenny P.
JP
(Original )Information
“Efficient and Seamless Customer Support with Freshdesk”
What do you like best about Freshdesk?

I appreciate Freshdesk's interface and powerful automation features that simplify our work on customer support and payment support-related ticket management and Freddy improves our responses and Canned responses save time. Its Freshdesk's multi-channel support allows seamless email, chat, and social media communication, ensuring consistent customer service. The analytics and reporting tools are already some reports are predefined we need to update them according to our use. The reports provide valuable insights to optimize team performance and CSAT helps improve customer satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Freshdesk?

One drawback of Freshdesk is that its advanced features can be complex to set up and may require additional training for the team. Additionally, the mobile app has limited functionality compared to the desktop version, which can sometimes lead to delays in customer support. Review collected by and hosted on G2.com.

What problems is Freshdesk solving and how is that benefiting you?

Freshdesk streamlines customer support by centralizing inquiries from multiple channels into one platform, reducing response times and improving issue resolution. Its automation features handle repetitive tasks, freeing up the team to focus on complex customer needs. This has led to increased team productivity, better customer satisfaction, and more efficient management of high support volumes. Review collected by and hosted on G2.com.

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Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust

Top Customer Experience Software Result from CRM

Also listed in Sales Acceleration Platforms, Sales Platforms, Quote-to-Cash, Conversation Intelligence, Sales Engagement


AS
“More than just a CRM”
What do you like best about HubSpot Sales Hub?

I like how hubspot is able to link with our other platform like gong and twilio. I also like how hubspot has so many features that aren't just a CRM and allows me to market to others. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Sales Hub?

I don't like the task portion of Hubspot. It is where I do the most of my work but I feel like it is very limited compared to the other parts fo hubspot. For eaxmple when I'm searching for companies and contacts I can't filter based on task title. I think that is weird. I should be able to do that. Review collected by and hosted on G2.com.

What problems is HubSpot Sales Hub solving and how is that benefiting you?

Hubspot is what allows me to very easily contact all my contacts within days who are all over the country. Instead of having to scower the web for phone numbers it allows me to have it all centralized within one platform for my ease. It also allows me to track all my deals making sure I'm staying up to date which each and every one of them. Review collected by and hosted on G2.com.

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Reputation

Reputation

(2,233)4.6 out of 5

Reputation

(2,233)4.6 out of 5

Reputation has changed the way companies improve their customer experience (CX) through customer feedback. Our platform translates vast amounts of public and private feedback

Top Customer Experience Software Result from Online Reputation Management

Also listed in Multi-Location Marketing Platforms, Experience Management, Competitive Intelligence, Local Listing Management, Local SEO


SH
(Original )Information
“Reputation.com is a streamlined platform for online presence management.”
What do you like best about Reputation?

I really enjoy that multitude of facets rep.com has to offer. Being able to manage both of my property's online presences in one place is a huge benefit, especially for someone like me who manages 2 properties and needs to be able to toggle back and forth quickly, respond to multiple reviews and revie our social media. Review collected by and hosted on G2.com.

What do you dislike about Reputation?

I think reputation has area's for improvement by allowing us to be able to manage all platforms that allow reviews. My properties often get reviews on Yelp and I am unable to respond to those as they are not part of my platform. Additionally responding to review on Apts.com or Apartment List. All in one place would be great. Review collected by and hosted on G2.com.

What problems is Reputation solving and how is that benefiting you?

Rep.com allows me to access a multitude of online reputation management is a succint place. I like that I can quickly respond to online reviews then toggle over to my social media pages for additional posting AND review my online reputation score to see where I have opportunities to boost that even more. Review collected by and hosted on G2.com.

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Zoho Desk

Zoho Desk

(6,098)4.4 out of 5

Zoho Desk

(6,098)4.4 out of 5

Zoho Desk pulls in all your customer interactions from across multiple channels into a single, clean interface. You can then seamlessly continue these conversations and help c

Top Customer Experience Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Social Customer Service, Live Chat, Customer Self-Service, Customer Communications Management


JM
“Exceeded Our Expectations!”
What do you like best about Zoho Desk?

The notifications are excellent and ensure we never miss anything important. The search functionality is top-notch, making it easy to find tickets or information quickly. The way tickets are organized works perfectly for our workflow. Additionally, the mobile application is far superior to other ticketing systems we’ve used, offering a much better user experience on the go. Review collected by and hosted on G2.com.

What do you dislike about Zoho Desk?

I would have liked the platform to be a bit faster and more responsive at times. On the dashboard, I wish there were more customization options available to tailor it to our specific needs. That said, this might be possible on the higher-tier plans, but I’m not entirely sure. Review collected by and hosted on G2.com.

What problems is Zoho Desk solving and how is that benefiting you?

Zoho Desk effectively consolidates all our support and service requests into a single system, ensuring that our entire team is promptly informed of incoming queries. This centralized approach allows us to maintain a comprehensive history of each request, facilitating efficient follow-ups and future reference. Additionally, Zoho Desk enables us to monitor the performance of our support engineers, ensuring consistent and high-quality service delivery. Review collected by and hosted on G2.com.

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Close

Close

(1,583)4.7 out of 5

Close

(1,583)4.7 out of 5

Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals

Top Customer Experience Software Result from CRM

Also listed in Customer Communications Management, SMS Marketing, Sales Engagement, AI Sales Assistant, Outbound Call Tracking


Yann L.
YL
“Great Support & great tool!”
What do you like best about Close?

I have been using Close for about 10 months now in Sales. Like any software in the world, issues can arise, but what I can say is that the level of support has been excellent in such situations!

- The in-tool reporting is smooth & immediate,

- I always got fast answers by email and direct contact with the support team,

- Additionally, my company also has an account manager at Close, in case of bigger issues/escalations.

> At all times, we know we won't be left hanging which is very reassuring.

All of the above is also complemented by banners effectively visible on the software itself, whenever an issue is more globalised and worked on - here again, communication is key and if we know, it is already reassuring to read they're on it! Review collected by and hosted on G2.com.

What do you dislike about Close?

More visibility on the leads from the tasks pannel, directly from the inbox, would an amazing improvement. Even better if it allows us to filter/order, so we can give priority to some tasks over others without having to enter the lead itself. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

As per the previous summary, the level of support has been key. Review collected by and hosted on G2.com.

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Apollo.io

Apollo.io

(8,100)4.7 out of 5

Apollo.io

(8,100)4.7 out of 5

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customer

Top Customer Experience Software Result from Sales Intelligence

Also listed in Business Scheduling, Sales Acceleration Platforms, Lead-to-Account Matching and Routing, Buyer Intent Data Providers, AI Writing Assistant


Madonna S.
MS
“Impressive product but more impressive after sales service”
What do you like best about Apollo.io?

Apollo has been impressive ever since the sales calls and demo. It provides easier, better, and more features than its more expensive counterparts. But it gets even better—they deliver. I like the fact that, even after subscribing, they make sure you truly get the most out of what you paid for by ensuring you know everything they can do and offer. They provided us with two on-call doctors: an Internal Medicine "Doctor" - the support team - to handle medical emergencies requiring immediate attention and a plastic surgeon - Max from Onboarding - to advise me on areas where I could enhance my appearance, making the experience even more beautiful. Review collected by and hosted on G2.com.

What do you dislike about Apollo.io?

The dialer maybe...it would be better if I can use it in my mobile phone. Review collected by and hosted on G2.com.

What problems is Apollo.io solving and how is that benefiting you?

Apollo.io is solving several problems for me by making scheduling meetings with my boss easy and efficient. It also simplifies workflows and provides automated reminders, ensuring nothing important is overlooked. Additionally, it addresses the challenges of targeting and contact enrichment by verifying emails, which saves time and improves accuracy in communication. These features collectively enhance productivity and streamline my daily tasks. Review collected by and hosted on G2.com.

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Deliver excellent customer service with a 360-degree view of your customers, an enterprise grade knowledge base, agent productivity tools, service contracts & entitlements, an

Top Customer Experience Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Contact Center Quality Assurance, Conversational Support, Customer Communications Management, Contact Center Knowledge Base


Jon S.
JS
“Salesforce Service Cloud is an industry leading solution for Quality and Complaint Management”
What do you like best about Salesforce Service Cloud?

Salesforce Service Cloud is a well known brand in the Software as a Service (SaaS) industry. Having a good reputation, our Quality Team is naturaly drawn to it for it's simplicity, ease of navigation, and general ease of use. The software experience within the platform is user friendly and there are new features in 2024 such as AI automation and AI bots, which are exciting for our end users. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Service Cloud?

Salesforce Service Cloud is a very good platform, but requires a lot of add-ons for what I would have considered basic functionality, such as quote formatting. All of these add-ons are often all priced per user, so costs quickly rise depending on the number of users that you have on the Salesforce Platform. Review collected by and hosted on G2.com.

What problems is Salesforce Service Cloud solving and how is that benefiting you?

Receiving, logging, tracking customer complaints, complaint documentation, complaint images, complaint specific and both sort term and long term complaint resolutions. Review collected by and hosted on G2.com.

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Convin.ai

Convin.ai

(536)4.7 out of 5

Convin.ai

(536)4.7 out of 5

Convin is an AI-backed Full-Stack Conversations QA platform for contact centers.

Top Customer Experience Software Result from Conversation Intelligence

Also listed in Speech Analytics, Contact Center Quality Assurance


Anil Nimbalkar .
A
“Makes your work easy”
What do you like best about Convin.ai?

Reduces the workload and gives more insights on improving the process and experience Review collected by and hosted on G2.com.

What do you dislike about Convin.ai?

Should give us option to customize however we want Review collected by and hosted on G2.com.

What problems is Convin.ai solving and how is that benefiting you?

Convin enhances customer efficiency by providing intelligent, context-sensitive scripts and troubleshooting guidance that automatically appear during customer interactions. These dynamically generated audio-assisted resources enable support representatives to quickly access relevant information, significantly reducing response times and improving the overall quality of customer service.

It is easy to use. Review collected by and hosted on G2.com.

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CrmOne

CrmOne

(628)4.9 out of 5

CrmOne

(628)4.9 out of 5

CrmOne is a comprehensive customer relationship management (CRM) software designed to streamline business operations and enhance customer interactions. It offers a user-friend

Top Customer Experience Software Result from CRM

Also listed in Business Scheduling, Website Builder


AN
“Imposing CrmOne Insights for effective cross-selling and upselling”
What do you like best about CrmOne?

CrmOne track customer buying patterns and preferences, making it easier for businesses to identify potential cross-sell and upsell opportunities to drive additional revenue and growth in the Company. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

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Scorebuddy

Scorebuddy

(678)4.5 out of 5

Scorebuddy

(678)4.5 out of 5

Scorebuddy is a cloud-based quality assurance software that evaluates customer interactions across multiple channels, calls, emails, live chat, and social media.

Top Customer Experience Software Result from Contact Center Quality Assurance


Sophia S.
SS
(Original )Information
“Great tool that allows you to manage team performance.”
What do you like best about Scorebuddy?

I love how quickly we can make in house changes to the system to ensure the marking criteria is always reflective of our processes which are regularly updated. This allows us to quickly begin measuring whether we are being compliant against regulatory process changes implemented and identy gaps in knowlege to inform additional training sessions. Review collected by and hosted on G2.com.

What do you dislike about Scorebuddy?

The functionality can be glitchy, I often have issues logging in or my scores not saving / being logged out whilst working. Review collected by and hosted on G2.com.

What problems is Scorebuddy solving and how is that benefiting you?

Identifying areas for development for my team members that I would have to record manually if not. It therefore saves me a lot of time due to the ability to track an individuals performance across a specific period. As we move on to new processes duing a period of change in the business, the platform allows us to identify themes and trends in quality score drops so we can identify these and amend training to fix issues early. Review collected by and hosted on G2.com.

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Clari

Clari

(5,406)4.6 out of 5

Clari

(5,406)4.6 out of 5

With Clari, sales leaders get instant insight about their forecast and deal progress, with a direct line to reps to coach and align on next steps to close.

Top Customer Experience Software Result from Revenue Operations & Intelligence (RO&I)

Also listed in Business Scheduling, Sales Acceleration Platforms, Customer Revenue Optimization, Sales Engagement, AI Sales Assistant


John G.
JG
“A great tool to help sales teams manage forecasting and other and CRM management”
What do you like best about Clari?

Clari's deal summaries feature is really useful. It smartly summarizes everything that happened with an opportunity, which helps us keep track of all the activities without having to click into each one. This makes it easier to stay updated on deals. Also, the ability to see the CRM score and activity level for each deal in a simple grid is helpful. It shows where we are putting our efforts and which deals need more attention. The integration with Salesforce is seamless, and the insights panel is a great addition for quick deal overviews. Review collected by and hosted on G2.com.

What do you dislike about Clari?

I have been very happy with them. One small issue is you have to have their team make some changes. But this has not caused me any issues Review collected by and hosted on G2.com.

What problems is Clari solving and how is that benefiting you?

Before using Clari, we had issues with tracking and updating opportunities consistently. It was hard to ensure everyone was on the same page, and there was a lot of manual work involved in keeping our data up to date. With Clari, we can now easily update and track opportunities, which has streamlined our process. The deal summaries feature has been particularly beneficial in giving us a quick overview of each deal's status without having to dig through multiple records. This has saved us a lot of time and made our forecasting more accurate. Additionally, the ability to see which deals have high CRM scores but low activity has helped us identify where we need to focus our efforts to improve our chances of closing deals. Overall, Clari has made our sales process more efficient and has provided us with better visibility into our pipeline." Review collected by and hosted on G2.com.

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Differentiate your brand and drive business growth Go beyond email. Leverage a complete set of marketing tools (including email, web, social, and text) to meet your customers

Top Customer Experience Software Result from Marketing Automation

Also listed in Sales Platforms, Pop-Up Builder, SMS Marketing, Email Template Builder, E-Commerce Personalization


DJ T.
DT
(Original )Information
“powerful CRM automations”
What do you like best about ActiveCampaign?

We moved to ActiveCampaign from two separate systems -- one a CRM and one an email marketing provider. Having the capabilities for both of these in one solution has been amazing for our school -- now we just need full integration with our school management solution and we will be set! I love how easy it is to use ActiveCampaign for creating and sending our marketing emails. As the Communications Director for the school, the customization and automation tools have added more power and versatility to that aspect of my job. To top it all off, the level of support we've received (from onboarding to our unique challenges) has been impressive. Review collected by and hosted on G2.com.

What do you dislike about ActiveCampaign?

As a non-profit, our former CRM had donation tracking and reporting capabilities that are not as well developed in ActiveCampaign. The pipeline creation and automation of several fundraising tasks are great, but the reporting and tracking features are not as robust, and we find ourselves needing to create custom systems within ActiveCampaign. Review collected by and hosted on G2.com.

What problems is ActiveCampaign solving and how is that benefiting you?

Combining two systems into one (CRM and contact management for marketing emails) means one less database to maintain. This streamlines our communication and fundraising efforts making them more efficient and effective while ensuring the accuracy of our data. Review collected by and hosted on G2.com.

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