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Top Rated Customer Engagement Software with Task Management in 2026 - Page 5

Last updated: March 2026

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112 software options

KNVEY logo
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"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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Unison Ace logo
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Cloud-based customer engagement and management tool

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Unison Ace is an AI-powered CRM/CXM platform that allows users to handle customer engagement, lead management, omnichannel integration, advanced analytics, streamlined workflows, and delivering personalized experiences. Elevate customer interactions, and drive success in the dynamic marketplace with AI.

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Userlot logo
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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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Prodoc logo
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Cloud-based healthcare customer relationship management tool

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Prodoc is a cloud-based software designed to connect data, teams, leads, and partners to deliver patient care through a unified platform. Users can streamline referrals, monitor conversion rates, and more.

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Forward logo
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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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Ordaana logo
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Streamlining service businesses with ease.

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Ordaana is an all-in-one small business management software that aims to streamline operations for service-oriented businesses. It offers features like service orders, custom forms, team scheduling, SMS messaging, payments, and client portals. Ordaana seeks to simplify appointment scheduling, automate billing, and provide secure client portals for an enhanced service experience.

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Veritouch logo
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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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Videate logo
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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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SuccessBoard logo
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Customer success tool for handling retention & satisfaction

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SuccessBoard offers a customer 360 view, providing proactive risk identification, real-time insights, and bridging the gap between businesses and customers It streamlines customer communication with Journey Designer, eliminating repetitive tasks and revolutionizing data-driven messaging to boost renewals.

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Qnvert logo
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Cloud-based customer engagement solution

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Qnvert omnichannel customer engagement platform is an advanced solution that helps businesses integrate and engage with customers across all touchpoints. This comprehensive platform offers features like marketing automation, sales analytics, and multi-channel communication tools to deliver an exceptional brand experience and improve customer satisfaction.

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Antelope Systems logo
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Customer relationship management (CRM) solution for brokers

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Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

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EverAfter logo
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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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