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Customer Engagement Software with Template Management (2026)

Last updated: April 2026

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219 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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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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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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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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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.

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Text Request logo
Category Leaders

Ignite customer engagement

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

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Typeform logo

Interactive form builder for data collection

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Understand how customers feel with surveys, real-time insights, and AI that surfaces trends and next steps.

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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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Birdeye logo

AI-based webchat assistant for business conversations

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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.

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Lime Connect logo

Live chat and customer messaging for businesses of all sizes

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

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Hotjar logo

Digital experience insights for any business selling online

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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.

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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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Campaign Monitor by Marigold logo

Cross-channel marketing made simple and stress-free

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Campaign Monitor by Marigold is the leading provider of professional-grade email marketing and automation software for growing businesses

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Kangaroo logo
Category Leaders

An all-in-one Loyalty and Marketing Platform for businesses.

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Kangaroo’s powerful loyalty marketing solution can be completely customized to engage customers via personalized offers and rewards, automated marketing, digital gift cards, branded app, custom omnichannel experience & robust reporting. Kangaroo is available in English, French, Spanish & Portuguese.

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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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SendGrid logo

Delivers reliable email at scale for businesses

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SendGrid is a solution that provides a cloud-based email infrastructure to help relieve businesses of the cost and complexity of maintaining custom email systems. It provides email delivery, scalability and real-time analytics along with APIs. The platform also offers SMTP service, email validation, deliverability insights, and dynamic templates, while supporting multiple programming languages including Node.js, Python, and Java.

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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

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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CustomerHero logo

Online survey creator and feedback collection

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Startquestion is a web-based tool for creating surveys, quizzes, and forms to collect orders or registrations, study customers, evaluate employees, and more

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Influitive logo

Customer-Powered Growth

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The Influitive platform helps B2B companies discover, nurture, and mobilize their customers, developers, partners, and employees to shorten sales cycles, amplify marketing, increase retention and drive product innovation.

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CXone Mpower logo

Cloud-based contact center software

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CXone Mpower is a cloud-based contact center platform that assists with customer experience (CX), brand value optimization, and more.

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Alchemer logo

Customer experience management and online survey platform

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The Alchemer Platform is the ideal solution for teams, departments, or for an entire organization looking to close the feedback loop with their customers and employees.

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