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Customer Engagement Software with Document Management (2026) - Page 2

Last updated: April 2026

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76 software options

Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

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Hivebrite logo

Most powerful, all-in-one solution for community engagement.

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Hivebrite is an all-in-one community management and engagement platform that helps you build brand engagement and opportunities for your private community. It is easy to set up and fully branded to match your colors.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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Customer Engagement is the religious and emotional connection between the customer and the seller. Highly engaged customers buy more, trust more, boost more and are more loyal towards the business. Providing a high quality customer experience is very important and is the key to various industry.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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WalkMe logo

Transform the User Experience

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WalkMe pioneered the Digital Adoption Platform (DAP) to transform the user experience in today’s overwhelming digital world. Using AI, analytics, guidance and automation, WalkMe’s transparent overlay assists users to complete tasks easily within any enterprise software, mobile app or website.

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MeltingSpot logo

Effective Software Adoption. Seamlessly delivered.

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Optimize user engagement with MeltingSpot by delivering personalized, contextual content directly within your product, fostering long-term interaction.

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Userlane logo

Instant software adoption, instant results.

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Userlane helps you automate user onboarding and support, and ultimately increase customer engagement and customer lifetime value.

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Liveoak logo

We help you get virtual business done

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Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way.

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Disciple logo

LIMITED OFFER ON NOW: GET 25% OFF!

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Our interactive software drive 16x more engagement than typically seen on branded social media pages.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Clientify logo

All-in-one Communication, Sales, and Marketing platform.

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Clientify is a CRM and digital marketing platform that helps companies manage contacts, automate sales and campaigns, and improve customer relationships. It is designed to optimize business processes and increase the productivity of the sales, marketing and comunication teams.

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Quizell logo

Turn personalized product recommendations into sales!

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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.

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Cognigy.AI logo

Enterprise Conversational AI Platform

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Business-focused Conversational AI solution to help enterprises deliver outstanding services experiences.

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InsuredMine logo

Integrated agency management software for insurance firms

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InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Korra logo

Answers - Spot On!

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Korra is a semantic, direct-to-answer knowledge discovery platform. With an AI-powered search engine and direct-to-answer experience, Korra offers an SMB-friendly cloud-based SaaS solution. Companies benefit from reduced open ticket rates, faster resolution times, and data-driven content insights.

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Zoovu logo

AI-driven conversational search platform

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Zoovu is the only AI conversational search platform that solves "if they can't find, they can't buy it" for businesses.

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Surfly logo

Universal Co-browsing and Collaboration Technology

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Engage your customers with Surfly's co-browsing and collaboration technology that lets you upgrade any conversation, from any channel, seamlessly, and interact with customers as if you are sitting side-by-side.

Surfly is easily customized and integrated to fit any customer experience flow.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM enables omnichannel engagement with AI tools, sentiment analysis, social media listening, mobile access, customer segmentation, and automated workflows—delivering personalized, proactive, and data-driven customer experiences across every touchpoint.

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Capacity logo

Artificial Intelligence-based knowledge management solution

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Capacity is an AI and knowledge management solution designed to help organizations automate operations related to customer help desks, project workflows, and data storage. With the drag-and-drop interface, users can organize information using folders, dialogues, and custom sharing rules.

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Answerbase logo

Meet your customers’ and company's information needs

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Answerbase’s knowledge management platform strengthens customer engagement, grows search traffic and increases conversions.

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Moxo logo

Streamline service orchestration processes for customers.

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Moxo drives customer engagement by enabling businesses to deliver high-touch service experiences through tailored workflows. Real-time collaboration and secure communication ensure meaningful interactions at every stage.

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Connect Space logo

Go beyond events with the right digital ecosystem

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Connect Space provides an integrated suite of tools for event planning and management, designed for state associations and corporate planning teams of all sizes. The application provides modules for opportunity management, event planning, analysis, on-site event operations management, and more.

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BQUADRO logo

B2B Collaboration platform

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BQUADRO is a cloud-based B2B collaboration platform that helps digitize business operations and maximizes engagement of the entire network.

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Salesdrive logo

Advanced sales enablement platform for commercial B2B teams

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Salesdrive provides teams with an unfair competitive advantage by offering engaging presentations, compelling business cases and even AR or XR experiences. Linked to your CRM data, it helps to increase efficiency throughout the sales cycle.

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inconnect logo

Make Contact. Do Business.

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inConcert Contact Center allows businesses to reach their customers through any channel, including voice and video calls, email, live chat, SMS/text messaging, social networks, WhatsApp, and more. The software aims to provide an outstanding experience and transform every customer interaction.

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