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Customer Engagement Software with Document Management (2026) - Page 3

Last updated: April 2026

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76 software options

Brandcast logo

The content revolution is here.

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Brandcast is a content management software designed to help agencies, franchisees, and businesses in the real estate, hospitality, interior design, and direct selling industries create branded content, visual designs, sales proposals, websites, brochures, and more on a centralized platform

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Opportunity CRM logo

CRM for small to midsize businesses

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Opportunity® CRM by Digital4Change® is a platform with integrated business intelligence that helps businesses manage internal processes by encouraging interaction between people or departments.

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Engagement Hub logo

Community and stakeholder software trusted by government

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Engagement Hub is consultation software that helps organisations inform, collaborate, and engage with communities. Administrators can create personalized websites, add project-related details, import stakeholder lists, and build registration forms on a unified interface.

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OnviSource OmVista logo

Turn Data to Insights to Actions with OmVista

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OmVista is a comprehensive data-to-action platform that helps businesses transform and achieve excellence across critical areas. By capturing and unifying dispersed data, analyzing it to uncover valuable insights, and automating actions based on those insights, OmVista empowers organizations to enhance workforce performance, customer loyalty, and overall productivity.

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virsaic logo

Customer experience management platform

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virsaic is an all-in-one customer experience management (CXM) platform and digital ecosystem that provides multiple capabilities to manage customer communications and digital interactions across all channels and devices, outbound and inbound, especially in highly regulated markets.

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Bonder logo

Instant Support

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Bonder is a web-based after-sales/customer support solution that helps your customers, partners and employees where it matters most: at the product.

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CafeX Suite logo

One-click web, audio & video collaboration

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CafeX Meetings is an online video collaboration solution with HD video, live chat, screen sharing, drag-and-drop content sharing, call recording, and more

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Konvert logo

Konvert Delivers B2B e-Learning for All

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Konvert is a B2B SaaS platform that integrates and repositions a learning management system (LMS) and digital asset management (DAM) as cost-efficient and smart tools for driving sales enablement, customer education and content marketing.

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Mallcomm logo

Engagement and operations management for real estate

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Mallcomm is a cloud-based software that helps businesses in the real estate industry engage and communicate with clients, tenants, and visitors and manage day-to-day operations. The modular solution offers tools for managing leases, documents, maintenance, feedback, access, inspections, and more.

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Mosaicx logo

Virtual agent and messaging outreach

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Mosaicx uses conversational AI to offer agent-like experiences without human agents. A comprehensive set of service modules means automation creates a better customer experience than ever before.

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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Adxstudio Portals logo

Microsoft Dynamics CRM-integrated web portals

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Adxstudio Portals is a portal-based web engagement platform with Dynamic CRM integration for community, retail, government, and customer service sectors

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

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CRM in Cloud is a cloud-based customer relationship management software designed for small and medium-sized businesses. It provides a 360-degree view of your business and customer network, allowing you to manage email, leads, marketing activities, and monitoring.

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Upland Panviva logo

Knowledge management solution for businesses

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Panviva is a knowledge management platform designed to help organizations enhance the customer experience by delivering information in real-time via a centralized knowledge-base. Key features include content authoring, multi-channel distribution, natural language interactions, and version control.

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OnRamp logo

B2B organizations with high-touch customer onboarding

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

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ProductHQ logo

The best way to turn feedback into amazing products.

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ProductHQ simplifies the process, starting from idea collection through product roadmap organization and concluding with feature promotion.

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insmartbot logo

Serve your customers on all channels with AI.

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Apply cognitive technology to customer service processes. Provide decisive communication channels simultaneously and independently 24/7 at each point of contact, wherever your customers are.

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EngageCX logo
(0)

Customer communications and document management software

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MHC EngageCX is a customer communications management software that helps businesses connect with customers via email, SMS, and other communication channels. It enables employees to create documents such as sales quotes, invoices, collection letters, contracts, and product announcements in real-time.

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KNVEY logo
(0)

"Be Easier to Do Business With"

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KNVEY is the all-in-one digital experience platform that integrates DAM, CMS, PIM, AI, and smart forms for easy website and app management. Be easier to do business with for your customers, employees, partners, suppliers, and dealers!

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Breezio logo
(0)

Community and Collaboration Platform for Associations

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Breezio is a community management platform that enables users to connect with community members via a unified portal. The platform can be fully customized to fit the needs of any business or organization.

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Videate logo
(0)

Create How-To Videos at Ludicrous Speed!

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Videate is transforming the creation of software how-to and training videos, making it a game-changer for customer engagement. With this innovative platform, awaiting patent approval, the tedious tasks of manual screen captures and voiceover creation are a thing of the past.

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Grypp logo
(0)

Customer engagement solution for contact centers

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Grypp helps contact centers get closer to customers by providing a shared, engaging experience through immersive technology. Grypp's Digital Experience Platform (DXP) adds live synchronous interactions to existing voice, chat and messaging channels to elevate the contact center experience.

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Maslo logo
(0)

Sales gamification platform

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Maslo is a SaaS platform that boosts sales and loyalty with gamified challenges, digital rewards, and real-time insights.

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Veritouch logo
(0)

CRM software for improving client engagement

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VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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Forward logo
(0)

Drive your deals forward. Effortlessly.

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Say goodbye to chaotic B2B deals. Create sales proposals, engage buyers, get the deal done and onboard clients. All in one place.

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