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Top Rated Customer Engagement Software with Task Management in 2026

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Verified reviewer profile picture

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

Last updated: March 2026

Task management organizes and prioritizes tasks, ensuring timely completion and efficient resource utilization. It allows tracking progress, setting dependencies, and managing workloads, enhancing productivity and client communication. Our reviewers in customer engagement software rated this feature as highly important.

3 Best Customer Engagement Software with Task Management

  • Zoho CRM - Highest rated for task management
  • Freshdesk
  • Slack

See other top Customer Engagement products with task management

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 task management, 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 task management 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 task management feature

Reviewers appreciate Zoho CRM's task management capabilities for organizing tasks, meetings, and calls. They find it easy to assign and manage tasks, especially on the mobile app, and value the ability to prioritize and set reminders. Users report that the system helps with team collaboration and workflow efficiency. They highlight the integration with other Zoho products, which simplifies coordination. Some users mention the need for improvements in setting up milestones and managing complex data.
“Task Management allows us to organize our tasks into lists, projects, and milestones. This helps to keep track of what needs to be done, when it needs to be done, and who is responsible for doing it.”
Verified reviewer profile picture

Mane G.

Administrative Assistant

“ Tasks and Milestones modules allows you to organize and manage projects, tasks, and other deliverables all in one place with ease.”
pd

pawan d.

business head

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.

Freshdesk logo
4.5
(3.4K)
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User insights about the task management feature

Reviewers indicate that Freshdesk's task management feature is helpful for creating, assigning, and tracking tasks. They find it useful for prioritizing tasks and ensuring timely resolutions. Users appreciate the ability to link tasks with conversations and the streamlined approach to task organization. They mention the user-friendly interface and the importance of task management for customer service. However, some users feel there are better task management tools available and note gaps in Freshdesk's capabilities.
“I find the Task Management feature to be incredibly helpful in organizing and prioritizing my team's tasks. With this feature, I can fluently assign and track tasks, set deadlines, and monitor progress, ensuring that nothing falls through the cracks and that we meet our goals in a timely manner.”
AO

Abayomi O.

Network Engineer

“Freshdesk's task management feature is very helpful for our team to create and manage tasks, this feature allows us to assign, prioritize and track tasks, which helps us to stay organized and on top of our workload.”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Customer Engagement key features coverage

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

Content Management4.5
Engagement Tracking5.0
Customer Database4.4
Activity Tracking4.4
Alerts/Notifications4.5
Reporting/Analytics4.3

Pros and cons based on 3,407 verified reviews

59% of users rated Freshdesk 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,407 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Multichannel communication support

Efficient help desk management

Enhanced team collaboration

Robust issue tracking

Comprehensive customer support

Cons:

Limited search functionality

Slow performance speed

Inconsistent issue resolution

Inefficient email management

Problematic call management

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version: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 task management feature

Reviewers find Slack's task management capabilities useful for assigning and tracking tasks within teams. They appreciate the ease of setting reminders, notifications, and the integration with other task management apps like Asana and Trello. Users report that Slack helps keep projects and deadlines on track without switching software. However, some users feel Slack is not the best standalone task management tool and prefer using specialized software for more complex task management needs.
“Love the task management feature as it allows me to set each team member to work on a specific task, such as one VA to work on Social, another VA to work on Email Marketing, my Photo Editor gets assigned images to edit and sent Lightroom catalogs and I can focus on the business side of things.”
Verified reviewer profile picture

Laura G.

Photographer

“These apps can send important reminders, up-to-date notifications and more into Slacks, or allow us to create new tasks.”
AD

Alyssa D.

Customer Service Representative

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 Task Management 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

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Zoho CRM logo

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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Freshdesk logo

Online helpdesk system and customer service software

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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.

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Pipedrive logo

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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Zendesk Suite logo

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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Hootsuite logo

Social media management & scheduling for SMBs and enterprise

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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.

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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.

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LiveChat logo

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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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

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EngageBay CRM logo
Category Leaders

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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Intercom logo

AI-powered customer service with helpdesk

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

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TeamSupport logo

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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Salesforce Service Cloud logo

AI powered customer service management platform

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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

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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

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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

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Weave logo

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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Sprout Social logo

Social Media Management Software for Business

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

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Marketo Engage logo

AI-powered marketing automation platform

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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.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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.

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Apollo.io logo

Find ideal prospects and convert them into customers.

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

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Pipefy logo

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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Formaloo logo

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Front logo
Category Leaders

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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Missive logo

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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Pendo logo

Product usage & behavior data capture

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Pendo is a product experience platform for teams to capture product usage data and behavior, gather feedback, and influence behavior with in-app messaging

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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 find content management useful for organizing, creating, and managing various types of content such as knowledge base articles, FAQs, and customer communications efficiently. 95% of reviewers rated this feature as important or highly important.
  • Engagement Tracking: Users value engagement tracking for providing detailed insights into campaign performance, user behavior, and interaction effectiveness, aiding in data-driven decision-making. 92% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers highlight the importance of a centralized customer database for storing and managing customer details, facilitating personalized interactions and improving relationship management. 90% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Users appreciate activity tracking for monitoring and analyzing sales and customer actions, which provides insights into performance and areas for improvement. 90% of reviewers rated this feature as important or highly important.
  • Alerts/Notifications: Reviewers emphasize the usefulness of alerts and notifications for ensuring timely responses and keeping track of important updates and customer interactions. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users value reporting and analytics for offering comprehensive insights into customer interactions, campaign performance, and other key metrics, aiding strategic planning and decision-making. 88% of reviewers rated this feature as important or highly important.