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Top Rated Customer Engagement Software with Data Import/Export in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Data import/export enhances customer engagement software by streamlining data integration, facilitating collaboration, and improving productivity. It allows seamless data handling, accurate reporting, and efficient management of customer information across various platforms. Our reviewers in customer engagement software rated this feature as important.

3 Best Customer Engagement Software with Data Import/Export

  • Zoho CRM
  • Typeform
  • Pipedrive - Highest rated for data import/export

See other top Customer Engagement products with data import/export

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the customer engagement software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for data import/export based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the data import/export feature

Reviewers appreciate Zoho CRM's data import/export capabilities for their ease of use and flexibility. They highlight the ability to import/export data from various sources, including Google apps and Microsoft Excel, and the seamless integration with other systems. Users report that these functionalities support bulk uploads, data migration, and efficient data management. However, some mention occasional complications and the need for precise data alignment. They also value the security measures in place during data transfers and the helpful customer support provided by Zoho CRM.
“What I really like about the Data Export and I port feature, is how you can by a click export data through so easily. It's very useful to have, and does the hard work to export data through to the system, and to the sales team so quickly and conveniently. Not only exports, but also imports and saves important data so that no information is lost.”
AG

Amardeep G.

Call centre

“Zoho CRM's data export functionality enables me to extract CRM data in various formats. and also Zoho CRM typically implements security measures during data import/export processes to protect sensitive information. ”
vg

vishal g.

ceo

Customer Engagement key features coverage

Zoho CRM offers 6 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management4.2
Engagement Tracking4.6
Customer Database4.5
Activity Tracking4.4
Alerts/Notifications4.4
Reporting/Analytics4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Typeform logo
4.7
(944)
learn more

User insights about the data import/export feature

Reviewers appreciate Typeform's data import/export capabilities for their ease and flexibility. They find it extremely easy to export data in various formats, including CSV and Excel, and integrate with tools like Google Sheets and Airtable. Users report that importing data, especially for large datasets, saves time and enhances efficiency. However, some note restrictions in the free version and the need for a paid upgrade to access all data. They also value the ability to customize exports and the helpful directions provided.
“Once you have responses from your form, getting this data out of Typeform to your analytics tools is as simple as it can be. You even get to customize your export to cover all response fields or just the one you need for analysis. With third-party integrations such as Airtable, personally, I "export" my responses automatically and analyze them within Airtable. I find this integration very useful as it's time-saving and real-time.”
PE

Pius E.

Founder

“When working with large datasets (e.g., pre-populating dropdowns or quiz options), importing data saves time compared to manually entering it.”
GN

Gabriela N.

Digital Project Manager

Customer Engagement key features coverage

Typeform offers 2 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management
Engagement Tracking
Customer Database
Activity Tracking
Alerts/Notifications4.3
Reporting/Analytics4.4

Pros and cons based on 944 verified reviews

71% of users rated Typeform 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 944 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective lead generation

Enhanced client interaction

Cons:

High cost concerns

See pros and cons details

Pricing

Starting price:$39 flat rate/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Pipedrive logo
4.5
(3K)
learn more

User insights about the data import/export feature

Users find Pipedrive's data import/export tools easy and efficient, highlighting the speed and simplicity of the process. They appreciate the seamless integration with other CRM systems, MS Power tools, and CSV files. Reviewers indicate that these capabilities save time and facilitate smooth data migration and management. However, some users mention occasional difficulties and disorganization during export, particularly when transitioning to a different CRM. Overall, they value the control and efficiency provided by Pipedrive's data import/export functionalities.
“ Pipedrive's data import and export tools allow users to transfer and back up information to and from external sources, such as other CRM systems and CSV files. By utilizing these tools, users can have greater control over their information and handle it in a more efficient manner.”
Jf

Jose f.

Gerente administrativo

“Pipedrive's Data Import/Export feature is a time-saver. Effortlessly migrate and manage data with simple yet powerful tools, ensuring smooth transitions and streamlined operations. Vital for data-driven success.”
Verified reviewer profile picture

Muhammad A.

Software house

Customer Engagement key features coverage

Pipedrive offers 5 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management4.8
Engagement Tracking
Customer Database4.5
Activity Tracking4.9
Alerts/Notifications4.3
Reporting/Analytics4.2

Pros and cons based on 3,042 verified reviews

64% of users rated Pipedrive 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,042 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Cons:

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Customer Engagement Software with Data Import/Export in 2026

Quizell logo

Quizell

Turn personalized product recommendations into sales!

visit website
Quizell fast-tracks e-commerce sales with personalized product recommendations. Create a quiz to discover your customers’ needs and lead them to solutions that work for them. Increase sales, reduce returns, and discover new opportunities for business growth.

Read more about Quizell

Users also considered
Sinch Engage logo

Sinch Engage

All-in-one messaging platform for SMS, MMS, RCS & WhatsApp

visit website
Sinch Engage (formerly MessageMedia) is an easy, all-in-one messaging platform made for building stronger customer relationships. With support for SMS, MMS, RCS & WhatsApp, we make it easy to engage customers on mobile channels they love—at scale. CRM-integrated, 100% security, 24/7 support. 

Read more about Sinch Engage

Users also considered
Tremendous logo

Tremendous

Digital rewards and payouts platform

visit website
Tremendous is the global payouts platform for businesses sending gift cards and rewards to drive customer engagement.

Read more about Tremendous

Users also considered
Preferred Patron Loyalty logo

Preferred Patron Loyalty

Innovative Loyalty Programs, Customer Engagement & Gift Card

visit website
Experience the power of a branded loyalty program with diverse promotions, including our exclusive WeatherSmart™ Intelligence. Recognize customer purchases and visits, boost retention, and drive growth. Stand out with innovative features that set your business apart.

Read more about Preferred Patron Loyalty

Users also considered
Alchemer logo

Alchemer

Customer experience management and online survey platform

visit website
The Alchemer Platform is the ideal solution for teams, departments, or for an entire organization looking to close the feedback loop with their customers and employees.

Read more about Alchemer

Users also considered
White Label Loyalty logo

White Label Loyalty

Simple solution for complex needs

visit website
White Label Loyalty helps you understand your customers, and deliver relevant reward experiences. Target your customers by getting to know them first. Get a complete overview of your customers with 1st-party data insights, which will drive your engagement and growth.

Read more about White Label Loyalty

Users also considered
Zoho Desk logo

Zoho Desk

Customer service software for businesses of all sizes

visit website
Zoho Desk helps you manage all customer interactions coming from multiple channels. Artificial Intelligence assistant, automate ticket management, measure satisfaction & customize support. Our free plan gives you 3 users free to help you get a head start with your customer service operations.

Read more about Zoho Desk

Users also considered
Coconut Software logo

Coconut Software

Empower financial advisors to deliver great advice.

visit website
At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences.

Read more about Coconut Software

Users also considered
Zoho CRM Plus logo

Zoho CRM Plus

Unified Customer Experience platform

visit website
Zoho CRM Plus empowers businesses of all sizes with a unified customer experience platform that helps them engage with customers across all stages of their lifecycle and turn them into valuable brand advocates. Key features include unified sales, marketing, and customer service, omnichannel customer

Read more about Zoho CRM Plus

Users also considered
Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media, stay in touch anytime, anywhere with an Omnichannel CRM like Zoho.

Read more about Zoho CRM

Users also considered
OnRamp logo

OnRamp

B2B organizations with high-touch customer onboarding

visit website
OnRamp is dynamic customer onboarding software that helps onboarding managers make any high-touch customer onboarding process simple.

Read more about OnRamp

Users also considered
USAN Contact Suite for Amazon Connect logo

USAN Contact Suite for Amazon Connect

Extending the power and breadth of Amazon Connect

visit website
Contact Suite is a critical component of any Amazon Connect implementation. It consists of natively built solutions that extend the power and
functionality of Amazon Connect. These solutions require no integration effort and work in tandem with Amazon Connect. Agent Desktop, Dialer, Chat, Email

Read more about USAN Contact Suite for Amazon Connect

Users also considered
Zendesk Suite logo

Zendesk Suite

AI powered customer service across all channels

visit website
Zendesk is the leading cloud-based help desk software built with support agents in mind. All your customer interactions are in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and full customer history.

Read more about Zendesk Suite

Users also considered
Freshdesk logo

Freshdesk

Online helpdesk system and customer service software

visit website
Freshdesk is a cloud-based customer service software that helps businesses of all sizes engage with customers across email, phone, chat, and social media effortlessly.

Read more about Freshdesk

Users also considered
ReviewInc logo

ReviewInc

Reputation management and customer experience software unite

visit website
ReviewInc is reputation management software and customer experience tools in one dashboard. designed to help businesses of all sizes handle, monitor, collect, and share customer reviews across multiple platforms such as Google, Facebook, and more.

Read more about ReviewInc

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
Pipedrive is a sales management tool that gets sales teams organized. It helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
Hootsuite logo

Social media management & scheduling for SMBs and enterprise

learn more
Hootsuite helps brands manage social media better, from the smallest businesses to the largest enterprises across CPG, finance, healthcare, tech, higher-ed, and government services.

Read more about Hootsuite

Users also considered
LiveAgent logo
Category Leaders

Multichannel Help Desk Solution with Powerful AI Features

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LiveAgent is an omnichannel customer satisfaction solution. It helps businesses manage key customer interactions and customer support tickets from a single platform. LiveAgent is a leader in delivering exceptional customer experiences.

Start with a 1 month free trial, no credit card required.

Read more about LiveAgent

Users also considered
LiveChat logo

AI-based live chat for customer support and sales teams

learn more
Engage customers on your website and guide them through the sales process or provide them with an amazing customer service! Try LiveChat for 30 days for free!

Read more about LiveChat

Users also considered
Text Request logo
Category Leaders

Ignite customer engagement

learn more
Text Request is crafted to cut through the noise, so you can connect with customers anytime, anywhere.

Read more about Text Request

Users also considered
Typeform logo

Interactive form builder for data collection

learn more
Understand how customers feel with surveys, real-time insights, and AI that surfaces trends and next steps.

Read more about Typeform

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

learn more
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Intercom logo

AI-powered customer service with helpdesk

learn more
Intercom is redefining how businesses support their customers using powerful messaging and automation

Read more about Intercom

Users also considered
Sogolytics logo

Customer and employee experience management platform.

learn more
SogoCX helps you listen, analyze, and act on feedback in real time to boost customer engagement, loyalty, and growth.

Read more about Sogolytics

Users also considered
Birdeye logo

AI-based webchat assistant for business conversations

learn more
Birdeye is the leading AI-powered reputation and social media management platform for local brands. Over 150,000 businesses use Birdeye to maximize online reputation, engage across social channels, and gain insights to enhance customer experience and grow.

Read more about Birdeye

Users also considered

Key features for Customer Engagement software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Content Management: Reviewers value the ease of creating, managing, and organizing content, including knowledge base articles and FAQs. The ability to customize, display effectively, and centralize content is highlighted. 95% of reviewers rated this feature as important or highly important.
  • Engagement Tracking: Users find it valuable for understanding user behavior and campaign performance. It offers detailed insights into customer interactions, aiding in refining strategies and improving engagement. 92% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers appreciate the centralized storage of customer information, which facilitates personalized interactions and effective segmentation. It helps in maintaining comprehensive customer records and enhancing relationship management. 90% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Users highlight its importance for monitoring customer and team activities. It provides insights into performance, helps identify issues, and supports strategic planning and process improvements. 90% of reviewers rated this feature as important or highly important.
  • Alerts/Notifications: Reviewers find real-time alerts and notifications useful for timely responses and improved interaction. They appreciate customization options and the ability to maintain communication efficiently. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users value the detailed insights provided into customer interactions and campaign performance. The ability to customize reports and analyze data to inform decisions and optimize strategies is emphasized. 88% of reviewers rated this feature as important or highly important.