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Customer Engagement Software with Workflow Management (2026) - Page 3

Last updated: April 2026

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239 software options

Product Fruits logo

User onboarding platform

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Product Fruits is a customer onboarding platform that offers interactive tours, checklists, and tooltips to help users learn applications more efficiently. The platform includes AI-powered tools that generate product tours and announcements, while providing self-serve support through an in-app help center and knowledge base. Product Fruits also features feedback collection mechanisms and analytics to measure user satisfaction and engagement.

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ServiceNow Customer Service Management logo

Automate requests and deliver effortless experiences

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ServiceNow Customer Service Management (CSM) is a comprehensive product designed simplify and improve the customer service experience. With CSM, companies can streamline their processes, automate their workflows, and provide self-service options for customers to engage on their channel of choice.

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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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Customer.io logo

Transforms data into tailored customer journeys.

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Customer.io is a data-driven customer engagement platform enabling businesses to create personalized journeys across channels. It features a visual workflow builder for automating messages, omnichannel support for email, SMS, push, and in-app communications, and robust data integration. Customer.io uses first-party data and AI insights to deliver targeted messaging while ensuring compliance with GDPR, HIPAA, and SOC 2 Type II standards.

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Nextiva Contact Center logo
Category Leaders

Omni-Channel Customer Relationship Management

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Nextiva is transforming the way businesses communicate. Nextiva is a communications platform providing businesses with big-business phone features at a small-business price and it offers ease of use, manageability, scalability, reliability, and enterprise-class functionality.

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SurveySparrow logo

Software for creating and managing feedback and surveys

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SurveySparrow lets you turn surveys into conversations. With a conversational interface, SurveySparrow enables users to create and share highly engaging, mobile-first surveys that offer a chat-like experience.

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Oktopost logo

We make it measurable

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Oktopost is the only social media management platform architected for B2B. Oktopost enables marketers to manage social content at scale, amplify reach, and integrate social with a marketing and sales stack.

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VideoAsk logo

Get personal with face-to-face interactions: at scale

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VideoAsk lets you have one-to-one, asynchronous conversations with customers. It’s the perfect way to put a face to your name, build trust and forge personal connections, at scale.

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Skalin logo

Built for SaaS Vendors who want to scale faster.

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Skalin calculates your customer health score and alerts you as needed. We help your team being more proactive, save time, and generate more revenue.

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Kustomer logo
Category Leaders

Modern Customer Service Software For Customer-First Brands

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Kustomer is the omnichannel customer management platform focused on delivering standout experiences - not resolving tickets.

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Emma by Marigold logo

Multi-channel marketing that works for you.

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Emma by Marigold is an email marketing platform which focuses on segmentation, automation, and an easy-to-use email builder for teams of all sizes to leverage their customer data, increase engagement, and drive more revenue from email. Users can create and collaborate on email campaign content.

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Whatfix logo

Accelerate Digital Adoption

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Whatfix's Customer Engagement solution uses contextual in-app help and interactive guides to engage users in a targeted manner to drive retention and growth

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent is a fully-featured Customer Service platform that effectively enables your team to resolve issues and reduce the need for future inquiries.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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Discover real customer engagement, when you have everyone you need, together, in one place. Aligned’s digital sales room helps buyers find everything they need with convenience, ease, and speed. Create a single source of truth for the deal and simplify your buyers’ journey.

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Sopro logo

B2B Lead Generation - Flood Your Inbox With Qualified Leads

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Sopro is a global multi-channel prospecting service that helps B2B businesses sell more. Combining expert teams with smart tech, Sopro builds bespoke audiences, runs multi-channel outreach, monitors and acts on buyer intent, and delivers qualified leads straight to your CRM.

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GUIDEcx logo

Client onboarding and project management software

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GUIDEcx is a customer onboarding platform, purpose-built to drive customer engagement, reduce churn, and speed up time to initial value.

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SmatBot logo

Chatbot Building Platform

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An omnichannel platform that can be used to build conversations with your customers for the purposes of Lead Generation, Customer Support, Surveys, Enquiries, Appointments, Feedback, Suggestions and more.

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Customerly logo

AI-first customer service: Automate, engage, and retain cust

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Customerly is the first-in-class AI customer service platform that combines advanced automation, NPS & CSAT surveys, and email marketing. With customizable workflows and intent-based AI Agents, it helps SaaS companies automate support, engage customers, and drive retention effortlessly.

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emBlue logo

Integrate channels, become omnichannel

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Segment your audience based on interests, activity in your campaigns, or behaviors on your website. Then, create effective remarketing campaigns and increase your results.

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Kenyt AI Agents logo

AI assistants for marketing, sales, and support

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Kenyt is an AI-enabled platform designed to help businesses improve customer engagement using chatbots. It allows organizations to build, deploy and manage intelligent chatbots. It enables enterprises to automate repetitive tasks, reduce error rates and provide an improved user experience.

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Jahia logo

Digital experience and content management platform

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Jahia helps businesses manage website and application development projects by creating digital frameworks for delivering a personalized customer journey. The content management system lets users create, edit, review, and publish structured and unstructured content and manage web pages, SEO & 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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Sprinklr logo

Social media management, analytics & strategy planning.

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Sprinkl offers social media management products to help brands improve their presence on social media, increasing engagement, improving insight and becoming more strategic. It is a social experience management platform with a suite of apps to ensure brand consistency among customers and staff.

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Questback logo

Experience Management

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Questback is an Customer Engagement platform for improving customer engagement

Our mission to make organizations smarter by acting on feedback from customers!

As a Nordic leader in experience management solutions we serve customers in the Nordics and the rest of the world.

Let´s create more eng

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eDesk logo

eDesk; the most scalable eCommerce customer support tool for

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Quickly connect with your customers, wherever you sell online. Centralize customer queries and order details from all your sales channels in a simple dashboard.

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