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Customer Retention Software with Process/Workflow Automation (2026)

Last updated: March 2026

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17 software options

XM for Customer Experience logo

Customer experience management (CXM) platform

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Qualtrics CustomerXM is a customer experience management platform that helps businesses collect feedback from across multiple channels and improve the customer journey. Key features include personalized consumer insights, trend analysis, digital reputation management, and behavior-based predictions.

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ReviewTrackers logo

Review monitoring software for multi-location businesses

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Software that helps businesses manage and generate online reviews, engage and respond to customer feedback, and discover key customer insights

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Custify logo

Customer success solution for SaaS businesses

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Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

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ChurnZero logo

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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Emma by Marigold logo

Multi-channel marketing that works for you.

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Emma by Marigold is an email marketing platform which focuses on segmentation, automation, and an easy-to-use email builder for teams of all sizes to leverage their customer data, increase engagement, and drive more revenue from email. Users can create and collaborate on email campaign content.

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MoEngage logo

An Insights-led Customer Engagement Platform

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MoEngage is an insights-led customer engagement platform for consumer brands, that empowers marketers and product owners with AI-driven insights to create cross-channel experiences that consumers love.

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Screeb logo

We help companies to (re)connect with their customers

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The All-In-One Platform 
to Build Product Experiences Your Users Will Love

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Customerscore.io logo

Platform for uncovering upsell opportunities

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Customerscore.io helps SaaS businesses prevent churn and spot upsell opportunities with data-driven insights and automation.

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Pushwoosh logo

Retain your valuable audience through effective messaging

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Achieve the growth you strive for with one platform. Engage, convert, and retain your customers through push notifications, in-app messages, emails, SMS, and WhatsApp messaging.

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Akita logo

Customer Success Software

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Akita is Customer Success software that helps you reduce churn and increase revenue from your existing customers through up-sell, cross-sell and expansion. Akita provides your CSMs with customer health scores, playbooks, intelligent alerts, customer journey management tools, success KPIs, and more.

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Sailthru logo

Marketing automation for media & publishing and retail.

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Sailthru by Zeta is a marketing automation software and multi-channel personalization tool that serves media and retail brands. The software allows you to personalize customer experiences on every channel, including email, website, and mobile.

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OptCulture logo

Cloud-based customer loyalty tool for retailers.

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OptCulture provides retailers with in-depth analysis of customer purchasing behaviors and preferences, enabling them to tailor their offerings effectively.

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Amperity logo

AI-powered customer data management

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Amperity is an intelligent CDP (customer data platform) that allows businesses to connect customer data from across multiple platforms, sources, and databases, into one single source of truth in order to aid with marketing and customer experience management, and to optimize conversions.

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Cheetah Digital logo

Enterprise Multi-channel Campaign Management

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With Cheetah Digital, no list is too big, no data too complex. Put your data to use by letting it drive the action to better engage with your audience and cultivate their loyalty.

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Evolvoom logo

eCommerce customer retention and abandoned cart recovery

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Recover abandoned carts and re-engage past customers using an AI-powered chatbot, drag-and-drop automation, and a retention-focused CRM. Built for small dropshipping teams. Starting at $25/month.

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SuccessBoard logo

Customer success tool for handling retention & satisfaction

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SuccessBoard offers a customer 360 view, providing proactive risk identification, real-time insights, and bridging the gap between businesses and customers It streamlines customer communication with Journey Designer, eliminating repetitive tasks and revolutionizing data-driven messaging to boost renewals.

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EngagePackage logo

Customer engagement software

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EngagePackage is a customer engagement software designed to help businesses in the retail, food and beverage, and other sectors collect customer data to create engagement strategies. Administrators can analyze key customer-centric key performance indicators (KPIs), demographic data, and behavioral segmentations using a unified interface.

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