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Top Rated Customer Engagement Software with Search/Filter in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

The search/filter enhances user experience by allowing customers to quickly find relevant information, sort through large datasets, and access specific areas or personas efficiently. This improves satisfaction and streamlines processes. Our reviewers in customer engagement software rated this feature as highly important.

3 Best Customer Engagement Software with Search/Filter

  • Zoho CRM
  • Pipedrive - Highest rated for search/filter
  • Slack

See other top Customer Engagement products with search/filter

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the customer engagement software category. They also needed to have sufficient reviews about search/filter, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for search/filter based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo
4.3
(6.9K)
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User insights about the search/filter feature

Reviewers highlight Zoho CRM's search/filter capabilities as highly valuable for managing extensive databases and improving data accessibility. They appreciate the customization options, allowing searches based on various fields and keywords, which streamline navigation and decision-making. Users find the search/filter function simple to use and efficient, though some note occasional difficulties in finding specific information. They also mention the integration with Zoho's ecosystem, enhancing its utility. Overall, they find it indispensable for effective customer pipeline management and daily operations.
“search/filter functionality is indispensable in Zoho CRM as it improves data accessibility, streamlines navigation, supports customization, and enables better decision-making and collaboration”
jd

joseph d.

accountant

“When we deal with a lot of database and only using this Search option, we are able to work on specific leads and targets on a daily basis.”
SK

Santhosh K.

Associate Director - International Sales

Customer Engagement key features coverage

Zoho CRM offers 6 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management4.2
Engagement Tracking4.6
Customer Database4.5
Activity Tracking4.4
Alerts/Notifications4.4
Reporting/Analytics4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Pipedrive logo
4.5
(3K)
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User insights about the search/filter feature

Reviewers appreciate Pipedrive's search/filter capabilities for their ease of use and efficiency in finding necessary information quickly. They find it valuable for managing deals, leads, and product lifecycle management. Users report that the search function is intuitive and explores every possible detail, though some mention it can be complex and requires concentration to master. They highlight that it helps in identifying duplicate contacts and showing leads or activities needing immediate attention, making it a helpful tool overall.
“The Search feature works well and it is easy to search for specific items and inforamtion ”
Dv

Daniel v.

Sales

“you can essentially search by almost any filter imaginable”
JL

John L.

Owner

Customer Engagement key features coverage

Pipedrive offers 5 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management4.8
Engagement Tracking
Customer Database4.5
Activity Tracking4.9
Alerts/Notifications4.3
Reporting/Analytics4.2

Pros and cons based on 3,042 verified reviews

64% of users rated Pipedrive 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,042 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Cons:

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Slack logo
4.7
(24K)
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User insights about the search/filter feature

Reviewers indicate that Slack's search/filter functionality is a standout aspect, allowing them to find old documents, messages, and specific information quickly across chats and channels. They appreciate the advanced search options, including keyword searches, date filters, and the ability to narrow searches by user or channel. Users find it easy to use and a significant time-saver, though some mention occasional difficulties in locating past conversations and the need for exact search terms. Overall, they find it an essential tool for efficient communication and information retrieval.
“I love that you can narrow your search by choosing a name (user or channel), direct message, and a date and add multiple keywords. You can even exclude channels that may frequently use that word. This advanced search feature has set Slack apart!”
JL

Jenna L.

Project Manager

“I love this functionality and use it constantly to locate specific conversations or information I need using a specific keyword - instead of scrolling through endless conversation threads to find what I am needing.”
CG

Candie G.

Accountant

Customer Engagement key features coverage

Slack offers 4 out of the 6 key features for Customer Engagement software identified by reviewers:

Content Management4.6
Engagement Tracking
Customer Database
Activity Tracking4.5
Alerts/Notifications4.6
Reporting/Analytics4.6

Pros and cons based on 24,035 verified reviews

72% of users rated Slack 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 24,035 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective remote communication

Efficient colleague communication

Enhanced team collaboration

Streamlined project management

Extensive integration options

Cons:

High resource consumption

Inconsistent notifications

Confusing thread management

Slack's pricing drawbacks

Messaging limitations

See pros and cons details

Pricing

Starting price:$8.75 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Customer Engagement Software with Search/Filter in 2026

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

Read more about Slack

Users also considered
Zoho CRM logo

Customer relationship management solution

learn more
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.

Read more about Zoho CRM

Users also considered
Freshdesk logo

Online helpdesk system and customer service software

learn more
Freshdesk is a cloud-based customer service software that helps businesses of all sizes engage with customers across email, phone, chat, and social media effortlessly.

Read more about Freshdesk

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

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

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

learn more
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.

Read more about Zendesk Suite

Users also considered
Hootsuite logo

Social media management & scheduling for SMBs and enterprise

learn more
Hootsuite helps brands manage social media better, from the smallest businesses to the largest enterprises across CPG, finance, healthcare, tech, higher-ed, and government services.

Read more about Hootsuite

Users also considered
LiveAgent logo
Category Leaders

Multichannel Help Desk Solution with Powerful AI Features

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LiveAgent is an omnichannel customer satisfaction solution. It helps businesses manage key customer interactions and customer support tickets from a single platform. LiveAgent is a leader in delivering exceptional customer experiences.

Start with a 1 month free trial, no credit card required.

Read more about LiveAgent

Users also considered
LiveChat logo

AI-based live chat for customer support and sales teams

learn more
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!

Read more about LiveChat

Users also considered
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.

Read more about Zoho Desk

Users also considered
Text Request logo
Category Leaders

Ignite customer engagement

learn more
Text Request is crafted to cut through the noise, so you can connect with customers anytime, anywhere.

Read more about Text Request

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

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

Read more about EngageBay CRM

Users also considered
Intercom logo

AI-powered customer service with helpdesk

learn more
Intercom is redefining how businesses support their customers using powerful messaging and automation

Read more about Intercom

Users also considered
Sogolytics logo

Customer and employee experience management platform.

learn more
SogoCX helps you listen, analyze, and act on feedback in real time to boost customer engagement, loyalty, and growth.

Read more about Sogolytics

Users also considered
Birdeye logo

AI-based webchat assistant for business conversations

learn more
Birdeye is the leading AI-powered reputation and social media management platform for local brands. Over 150,000 businesses use Birdeye to maximize online reputation, engage across social channels, and gain insights to enhance customer experience and grow.

Read more about Birdeye

Users also considered
TeamSupport logo

Cloud-based customer support solution for B2B SaaS

learn more
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.

Read more about TeamSupport

Users also considered
Lime Connect logo

Live chat and customer messaging for businesses of all sizes

learn more
Lime Connect is the leading GDPR-compliant software for messaging & automation that helps businesses transform customer communication.

Read more about Lime Connect

Users also considered
Salesforce Service Cloud logo

AI powered customer service management platform

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

Read more about Salesforce Service Cloud

Users also considered
Hotjar logo

Digital experience insights for any business selling online

learn more
Hotjar provides website heatmaps and behavior analytics tools that reveal how visitors interact with websites. The platform combines visual feedback through heatmaps and session recordings with direct user input via surveys and feedback collection, allowing businesses to identify conversion blockers and optimize user experience. Hotjar integrates with popular tools like Google Analytics and Zapier to deliver comprehensive insights about website performance.

Read more about Hotjar

Users also considered
monday CRM logo

Customer relationship management solution

learn more
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.

Read more about monday CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

learn more
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Weave logo

Customer communication and appointment scheduling solution

learn more
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.

Read more about Weave

Users also considered
Sprout Social logo

Social Media Management Software for Business

learn more
Sprout Social is a social media management tool created to help businesses find new customers & grow their social media presence.

Read more about Sprout Social

Users also considered
Marketo Engage logo

AI-powered marketing automation platform

learn more
Adobe Marketo Engage is an AI-driven marketing automation platform designed to help teams scale personalized buyer engagement and manage omnichannel campaigns. The platform offers features including audience segmentation, lead scoring, dynamic content personalization, and native CRM integrations. It supports campaign execution across email, web, mobile, chat, events, and digital advertising channels while providing multi-touch attribution and analytics to measure marketing impact on revenue.

Read more about Marketo Engage

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

learn more
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.

Read more about Spotler CRM

Users also considered
Apollo.io logo

Find ideal prospects and convert them into customers.

learn more
End-to-end outbound sales platform. Find prospects, communicate at scale, win deals. Easily, from one place.

Read more about Apollo.io

Users also considered

Key features for Customer Engagement software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Content Management: Reviewers appreciate the ease of creating, managing, and editing content, emphasizing its role in organizing information and enhancing customer engagement. 95% of reviewers rated this feature as important or highly important.
  • Engagement Tracking: Users value the detailed insights into customer interactions, helping refine strategies, track performance, and understand customer behavior. 92% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers highlight the centralized storage of customer information, facilitating personalized interactions, effective segmentation, and improved relationship management. 90% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Reviewers emphasize the importance of monitoring user actions and interactions, gaining insights for optimization, and ensuring efficient resource usage. 90% of reviewers rated this feature as important or highly important.
  • Alerts/Notifications: Users appreciate timely notifications for customer interactions, which help in maintaining responsive communication and improving user engagement. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers find the detailed, customizable reports and analytics crucial for tracking performance, making data-driven decisions, and optimizing strategies. 88% of reviewers rated this feature as important or highly important.