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Customer Engagement Software with Task Scheduling (2026)

Last updated: April 2026

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26 software options

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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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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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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monday CRM logo

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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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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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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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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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.

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Genesys Cloud CX logo

AI-enabled experience orchestration platform

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Genesys Cloud CX cloud contact centre lets you differentiate faster, adapt easier, and architect better with an all-in-one composable modern architecture

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Rocketlane logo

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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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Kommo provides tools to identify and nurture the 20% of your customers that drive 80% of your sales. Interact with chatbots, send email campaigns and win more customers with this messenger-based sales solution for SMBs and entrepreneurs.

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LeadSquared logo

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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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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Customer Engagement is the religious and emotional connection between the customer and the seller. Highly engaged customers buy more, trust more, boost more and are more loyal towards the business. Providing a high quality customer experience is very important and is the key to various industry.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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NextMe logo

Cloud-based waitlist solution for service-based businesses

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NextMe is a virtual waiting room that helps service-based businesses manage their waitlists and queues. With its intuitive features like self-check-in, customizable SMS notifications, and real-time customer engagement, it enables users to eliminate long lines, improve customer retention, and drive revenue.

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InsuredMine logo

Integrated agency management software for insurance firms

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InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Scal-e logo

Omnichannel marketing system with customer loyalty programs

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Omnichannel marketing solution that reaches audiences through customer loyalty programs and data management to gain a 360 degree view on customer profiles with 5 modules including data management, audience builder, omnichannel orchestration, customer retention, and customer intelligence.

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IFS Field Service Management logo

Field service management system for businesses of all sizes

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IFS FSM is an AI-based omni-channel field service management solution that helps manufacturers and distributors manage job statuses, assets, and technician activities in the field. Users can automate the processes of scheduling and planning based on service-level agreements and customer contracts.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM enables omnichannel engagement with AI tools, sentiment analysis, social media listening, mobile access, customer segmentation, and automated workflows—delivering personalized, proactive, and data-driven customer experiences across every touchpoint.

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BQUADRO logo

B2B Collaboration platform

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BQUADRO is a cloud-based B2B collaboration platform that helps digitize business operations and maximizes engagement of the entire network.

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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ReFrame Engage logo
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Conversational intelligence and customer engagement software

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ReFrame empowers the future of business by enabling context-aware solutions to connect with customers anywhere, anytime, and providing the best customer experience (CX) within a single powerful platform.

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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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