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Customer Engagement Software with Onboarding (2026)

Last updated: April 2026

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70 software options

Preferred Patron Loyalty logo

Preferred Patron Loyalty

Innovative Loyalty Programs, Customer Engagement & Gift Card

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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.

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Zoho Desk logo

Zoho Desk

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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Zendesk Suite logo

Zendesk Suite

AI powered customer service across all channels

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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.

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Zoho CRM logo

Zoho CRM

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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OnRamp logo

OnRamp

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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Missive logo

Missive

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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Bonder logo

Bonder

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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Bettermode logo

Bettermode

All-in-one community platform for branded communities

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Bettermode is an all-in-one customer community platform that unifies several engagement tools to streamline customer experience. Build a knowledge base and Q&A, collect feedback and engage your customers with gamification and notifications; enable them to connect under your brand.

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servis.ai logo

servis.ai

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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Userlot logo

Userlot

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Customer Success Platform maximizing Net Revenue Retention

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Userlot provides a systematic approach to Customer Success. Ensuring CS teams, and their leaders, have complete visibility of their daily tasks to ensure nothing is forgotten. Tasks can be automatically created at the right time (not overloaded) from playbooks and automation to ensure clients get a consistent approach from your teams.

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Whatfix logo

Whatfix

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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Grypp logo

Grypp

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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

Maslo

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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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Survicate logo

Survicate

Collect, analyze, and act on customer feedback

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Survicate is a complete customer feedback platform to collect, analyze, and act on insights that drive customer engagement. Run surveys across sources, spark conversations, and gather real-time input. Use AI to analyze feedback. Connect with 40+ tools to act on the data.

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Rocketlane logo

Rocketlane

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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Pipedrive logo

Pipedrive

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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Upnify CRM logo

Upnify CRM

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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HelpHero logo

HelpHero

Helps web-based apps to build better onboarding experiences

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HelpHero enables web-based apps to build better onboarding and product experiences for their users in minutes, with no coding, design experience or big budgets required. Create better experiences for onboarding and engaging users, to improve user adoption, conversion and retention.

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monday CRM logo

monday CRM

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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GUIDEcx logo

GUIDEcx

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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Pipefy logo

Pipefy

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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Userlist logo

Userlist

Customer engagement platform to send targeted messages

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Userlist is a cloud-based customer engagement platform that enables enterprises to onboard clients and streamline communication by sending behavior-based notifications to a targeted group via emails or text messages.

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Skalin logo

Skalin

Built for SaaS Vendors who want to scale faster.

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Skalin calculates your customer health score and alerts you as needed. We help your team being more proactive, save time, and generate more revenue.

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CrowdPower logo

CrowdPower

User engagement and customer data platform for SaaS.

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CrowdPower is a customer engagement platform for onboarding, feature announcements, usage alerts, review requests, and more.

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LeadSquared logo

LeadSquared

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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