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Customer Engagement Software with Onboarding (2026) - Page 2

Last updated: April 2026

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70 software options

Cockpit logo

Cockpit

Conversational intelligence training & assessment software

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Cockpit is a cloud-based sales enablement platform that helps sales teams streamline their performance by enabling self-training and coaching. It also offers a feature known as RecordX, which is a conversational intelligence feature empowering companies to elevate their business strategy and execution.

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atEaseAI logo

atEaseAI

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AI-powered customer success & account management

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atEaseAI is a virtual account manager and customer success platform designed for SaaS teams. The software uses artificial intelligence to monitor customer health scores, predict churn risk, and automate account management workflows. It integrates with CRM systems including Salesforce, HubSpot, and Zoho, and offers features such as automated email responses with sentiment analysis, pre-built campaign templates, and real-time analytics dashboards with revenue breakdowns and cohort analysis.

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SnapCall logo

SnapCall

Video, Voice calls and Screen Sharing inside the chat.

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SnapCall allows voice, video, and screen sharing inside the chat with a client. You don't need a phone number or the use of third-party services. SnapCall is fully integrated into Zendesk, LiveChat, Intercom, Kustomer platforms. Embedding takes one click, without the need to insert html codes.

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Chameleon logo

Chameleon

Product tour and survey creation for new user onboarding

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Chameleon is a digital adoption platform for building and publishing customizable product tours and surveys to aid with onboarding new users to a business' website. Installation is carried out with low code requirements, or with integration from JS Snippet, Google Tag Chrome extension or Segment.

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Forward logo

Forward

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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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Acquire logo

Acquire

Multi-channel Customer Communication Platform

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Web & in-app real-time customer communication software for support. Co-browse, live chat, chatbot, video & voice.

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Userlane logo

Userlane

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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EngageBay CRM logo

EngageBay CRM

Integrated sales & marketing software for growing teams

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

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Glance logo

Glance

Cobrowsing and digital engagement platform

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Glance is a cobrowsing and digital engagement platform that enables businesses to connect with customers in real-time across websites, apps, and mobile devices. The software transforms digital spaces into collaborative environments where support agents can see what customers see, share screens, and provide personalized guidance during critical customer experience moments.

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Fullview logo

Fullview

The AI customer service agent that sees, guides and acts

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Create more engaging customer experiences with Fullview. Record all user sessions, replay how your customers use your product and start live cobrowsing sessions when needed. All packed with strong privacy and troubleshooting features.

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Akita logo

Akita

Customer Success Software

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Akita is a full-featured Customer Success Management platform that helps you reduce churn and increase revenue from your existing customers.

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Capacity logo

Capacity

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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journy.io logo

journy.io

Customer journey mapping tools

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journy.io is a customer data platform designed to help businesses capture customer engagement metrics to drive conversion, activation, adoption, retention, and growth, while fighting churn.

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Front logo

Front

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables customer-facing teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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Quest logo

Quest

AI-based customer engagement platform

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Questera is an AI-based customer engagement platform that uses autonomous agents to optimize user interactions across multiple channels. The platform features pre-configured AI agents for email lifecycle marketing, user segmentation, omnichannel journey orchestration, ad retargeting, data analysis, and growth engineering. Questera integrates with existing technology stacks including CRM systems, customer data platforms, and marketing tools such as Salesforce, Snowflake, and HubSpot.

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Customerscore.io logo

Customerscore.io

Platform for uncovering upsell opportunities

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Customerscore.io helps SaaS businesses prevent churn and spot upsell opportunities with data-driven insights and automation.

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LiveChat logo

LiveChat

AI-based live chat for customer support and sales teams

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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!

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Aligned logo

Aligned

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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ChurnZero logo

ChurnZero

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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Planhat logo

Planhat

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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EverAfter logo

EverAfter

(0)

Set your partners, prospects and customers up for the right

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EverAfter is a B2B Customer Interface Platform designed to transform engagement with partners, prospects, and customers, ensuring successful journeys and optimal business outcomes. It offers a personalized experience with custom content and data, guiding customers and partners towards their goals.

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TeamSupport logo

TeamSupport

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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Weave logo

Weave

Customer communication and appointment scheduling solution

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Weave is the all-in-one customer communications and engagement platform for small and midsize business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

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Skilljar Customer Education logo

Skilljar Customer Education

The leading LMS for Customer and Partner Training

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Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

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Moxo logo

Moxo

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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