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Customer Engagement Software with Document Management (2026)

Last updated: April 2026

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76 software options

Slack logo

A single place for team communication and workflows

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Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do

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Zoho CRM logo

Customer relationship management solution

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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.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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Zoho Desk logo

Customer service software for businesses of all sizes

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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.

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TeamSupport logo

Cloud-based customer support solution for B2B SaaS

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TeamSupport is an all-in-one, AI-driven platform for B2B SaaS that unites support ticketing, messaging, and live chat with insights and workflows for onboarding, churn prevention & upsell motions. Get a 365° view of customer health and start making data-driven decisions that build loyal customers.

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Salesforce Service Cloud logo

AI powered customer service management platform

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Use Salesforce Service Cloud's customer self-service, online communities, live chat and social customer support features to improve online customer engagement.

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monday CRM logo

Customer relationship management solution

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Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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Formaloo logo

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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Salesforce Marketing Cloud logo

Customer relationship management solution

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Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.

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LearnUpon logo

Learning management and course authoring solution

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LearnUpon works with global organizations who want to make learning a central part of their growth strategy and supports over 1,300 customers worldwide including Zendesk and Gusto.

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Genesys Cloud CX logo

AI-enabled experience orchestration platform

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Genesys Cloud CX cloud contact centre lets you differentiate faster, adapt easier, and architect better with an all-in-one composable modern architecture

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Kommo provides tools to identify and nurture the 20% of your customers that drive 80% of your sales. Interact with chatbots, send email campaigns and win more customers with this messenger-based sales solution for SMBs and entrepreneurs.

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Vivantio logo

Flexible Software. Focused Service.

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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.

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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more.

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Whatfix logo

Accelerate Digital Adoption

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Whatfix's Customer Engagement solution uses contextual in-app help and interactive guides to engage users in a targeted manner to drive retention and growth

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent is a fully-featured Customer Service platform that effectively enables your team to resolve issues and reduce the need for future inquiries.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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Discover real customer engagement, when you have everyone you need, together, in one place. Aligned’s digital sales room helps buyers find everything they need with convenience, ease, and speed. Create a single source of truth for the deal and simplify your buyers’ journey.

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GUIDEcx logo

Client onboarding and project management software

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GUIDEcx is a customer onboarding platform, purpose-built to drive customer engagement, reduce churn, and speed up time to initial value.

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Jahia logo

Digital experience and content management platform

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Jahia helps businesses manage website and application development projects by creating digital frameworks for delivering a personalized customer journey. The content management system lets users create, edit, review, and publish structured and unstructured content and manage web pages, SEO & more.

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