Best Customer Engagement Software

irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.

Moxo revolutionizes customer engagement by providing a comprehensive Service Orchestration Platform. It enables businesses to deliver seamless, personalized interactions throughout the customer journey. With Moxo Flow, companies can streamline processes from onboarding to ongoing services, consolidating complex workflows into a single, secure digital workspace. The platform's native actions, including digital signatures and real-time collaboration, allow for customized high-touch experiences while maintaining operational efficiency. Moxo's integration capabilities with CRMs and external applications ensure that all customer interactions remain synchronized across systems, fostering deeper, more meaningful customer relationships.

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work.

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

We are SmartHead, the sustainability and ESG SaaS tool for savvy, forward-thinking companies that care about the future of our planet and their business. Because sustainability saves money, boosts brand reputation, and secures the loyalty of customers, employees, partners and investors. By measuring your progress toward being a sustainable business, we show you exactly where your initiatives are working and where they need a little boost. That way, you’ll know where you're headed and how to get there even faster. We'll also help you communicate your success to stakeholders and customers, because sustainability is one thing you're definitely allowed to show off about. SmartHead helps companies to communicate their sustainability. SmartHead is a B2B platform dedicated to empowering all companies to transition durably. We make sustainability the new norm, by empowering all companies to transition durably.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Receivables management platform that optimizes your workflows with powerful, integrated features. Create effective workflows, collaborate with your team, follow up better, get paid sooner, increase your cash flows. Bring your team together on a single platform, around a workflow that works for your business. Assign accounts to different roles, streamline follow-up campaigns, view and track performance at all levels of your team. Accelerate your order-to-cash cycle by up to 5x using innovative tools built-in within FG Receivables Manager. Turbo-charge your team’s efficiency and don’t let past due accounts keep your business from reaching new heights. You deserve to get paid. Powerful Reporting & Analytics -- Analyze your account history, generate smarter interactive reports, and user Funding Gates to easily prioritize customer accounts. Funding Gates proactively monitors your receivables and recommends who you should contact next. Eliminate Notepads and Spreadsheets.

Webio are specialists at conversational AI for customer engagement. Webio takes all the pain out of connecting with customers. Acting as the ‘central intelligence hub’, our conversational AI manages all the conversation elements that are needed to have successful customer conversations. Enable customers to connect in their channels “at-will” and connect with live agents without context loss. Whether customers stick to one channel, switch during the conversation or use a new channel each time - it doesn’t matter. Webio can handle it all. Webio is intuitive. Identifying customer intents, our conversational AI platform uses natural language understanding (NLU), machine learning and AI to drive conversation engagement and successful outcomes. Learning and automating with every interaction, Webio AI chatbots improve live agent productivity by automating low- value interactions and letting live agents focus on higher-value conversations.

Energize your online business with the ecommerce solution that integrates into your existing website seamlessly. Sell B2C, B2B, physical products, services, downloadable products, and even events on one platform. Achieve excellent customer service with fully integrated CRM and order management. To excel in customer service, order and customer management must be smooth and efficient. OrderStorm eommerce offers Order Management CRM through a Notes screen on the bottom of every order, product and vendor page. Placing action items into work queues and keeping a complete record of notes helps you provide top notch customer service. Note that this is not a full CRM package in the traditional sense – its created to help you manage your daily interactions with customers and suppliers.

Reshape your customer engagement strategies with the industry’s most versatile and secure loyalty marketing platform. Consumers have more choices than ever — that means your loyalty program can’t look run of the mill. With strictly plug-and-play programs, you’re bound to blend in and fall behind. With the ebbo™ loyalty platform, you can design and build programs specifically for your brand and target audience — then bring consumers in on the fun. By creating experiences for your customers, you collect better data, optimize future experiences and drive continuous engagement across the buying journey. Need to get more people talking about your brand? Ready to offer a premium loyalty experience? The ebbo™ loyalty platform has a range of scalable solutions under one roof, allowing you to integrate programs, level up your approach and drive continuous engagement.

Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information.

Agent IQ’s Lynq is an AI-powered relationship banking platform that helps financial institutions grow by deepening relationships beyond the branch. Lynq combines instant AI self-service with easy access to a dedicated banker, so account holders get fast answers and human help in one place. Features include asynchronous messaging, video chat, voice calling, co-browsing, and file exchange. AI assists staff with suggested replies, auto tagging, translation, and conversation summaries. Teams orchestrate outreach with role based routing, queues, SMS and push notifications, and proactive alerts. Leaders get analytics on topics, sentiment, and resolution times. Lynq integrates with digital banking providers and CRMs through APIs and webhooks. Security includes SOC 2, single tenant US hosting, and encryption in transit and at rest. Institutions tailor experiences for segments, branches, and lines of business.

Experian Partner Solutions empowers businesses to enhance customer engagement and drive growth through comprehensive financial wellness and identity protection offerings. Their suite includes credit monitoring, financial management tools, identity theft protection, and data breach resolution services, all designed to build trust and deepen customer relationships. With flexible deployment options—such as APIs, white-label solutions, and co-branded platforms—Experian ensures seamless integration into partners' existing systems. Leveraging Experian's extensive data resources and expertise, partners can deliver personalized experiences that foster customer loyalty and satisfaction. Additionally, Experian offers employee benefit solutions that promote financial well-being and security in the workplace. By collaborating with Experian, businesses can position themselves as trusted advisors, offering value-added services that meet the evolving needs of their customers.