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Customer Engagement Software with Workflow Management (2026) - Page 2

Last updated: April 2026

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239 software options

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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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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XM for Customer Experience logo

Customer experience management (CXM) platform

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Improve every key moment along the customer journey with the world's most advanced, AI-driven platform for customer engagement.

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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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Salesforce Marketing Cloud logo

Customer relationship management solution

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Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

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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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ReviewTrackers logo

Review monitoring software for multi-location businesses

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Software that helps businesses manage and generate online reviews, engage and respond to customer feedback, and discover key customer insights

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Zoho Campaigns logo
Category Leaders

Simplified email and SMS marketing management software

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Zoho Campaigns is an email and SMS marketing software for small, medium, and large businesses to automate their entire marketing process.

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Hiver logo

Modern, AI help desk software built for fast teams.

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Hiver is a modern, AI customer service platform with strong customer engagement features. It offers omnichannel support, chatbots for instant help, a knowledge base for self-service, and CSAT surveys to measure satisfaction - helping teams build stronger, long-lasting customer relationships.

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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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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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ChurnZero logo

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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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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Lusha logo

Lead capture and generation solution

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Lusha is an AI-based sales intelligence platform that provides sales professionals with fully compliant global B2B data to uncover business opportunities. The platform offers comprehensive prospecting capabilities through its contact and company search functionality, allowing users to discover ideal prospects using advanced filters including buyer intent and funding information.

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Tiledesk logo
Category Leaders

Build AI Agents with drag-and-drop. No code required.

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Tiledesk is an AI Agent platform for support and business automation. Build agents with a drag-and-drop, no-code flow builder and power them with RAG knowledge bases and MCP actions to connect tools. Multichannel, multilingual, open source, with SaaS and self-hosted options.

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Ebsta logo

Customer engagement platform with Chrome extensions

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Ebsta is a customer engagement platform designed to help marketing, sales and customer success teams increase productivity and enhance customer engagement directly from their inbox with Salesforce and Gmail integration, plus email, calendar, contact synchronization, and more

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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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OneSignal logo
Category Leaders

Maximize Engagement. Minimize churn.

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OneSignal is a customer engagement platform that powers email, push notifications, SMS, and in-app messages for product teams, developers and marketers. Designed for engagement and data collection, OneSignal offers customer journeys, A/B testing, analytics, personalization, and segmentation.

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AiTrillion logo

All-in-one Marketing Automation Platform

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AiTrillion is a SaaS-based Artificial Intelligence enabled, all-in-one marketing platform for eCommerce sellers.

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Bettermode logo

All-in-one community platform for branded communities

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Bettermode is an all-in-one customer community platform that unifies several engagement tools to streamline customer experience. Build a knowledge base and Q&A, collect feedback and engage your customers with gamification and notifications; enable them to connect under your brand.

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Vivantio logo

Flexible Software. Focused Service.

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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.

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