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Customer Engagement Software Integrated with Insightly (2026)

Last updated: April 2026

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13 software options

White Label Loyalty logo

Simple solution for complex needs

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White Label Loyalty helps you understand your customers, and deliver relevant reward experiences. Target your customers by getting to know them first. Get a complete overview of your customers with 1st-party data insights, which will drive your engagement and growth.

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Freshdesk logo

Online helpdesk system and customer service software

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Freshdesk is a cloud-based customer service software that helps businesses of all sizes engage with customers across email, phone, chat, and social media effortlessly.

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BotPenguin logo

AI agent builder to automate sales, support, & engagement.

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AI-powered agent builder to automate sales, support, & engagement across 6+ channels, including WhatsApp, Instagram, Website, and more

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LiveAgent logo

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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Leadoo logo

Converting existing traffic into leads & online sales

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Want to convert more sales and/or leads from your existing website traffic? Leadoo is built for one purpose: results. Leadoo, the World's first and only Lead-Driven Marketing Platform, turns your passive website visitors into qualified leads, in interactive and friendly ways.

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Akita logo

Customer Success Software

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Akita is a full-featured Customer Success Management platform that helps you reduce churn and increase revenue from your existing customers.

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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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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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Survicate logo

Collect, analyze, and act on customer feedback

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Survicate is a complete customer feedback platform to collect, analyze, and act on insights that drive customer engagement. Run surveys across sources, spark conversations, and gather real-time input. Use AI to analyze feedback. Connect with 40+ tools to act on the data.

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Freshdesk Omni logo

Omnichannel customer support software

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Freshdesk Omni facilitates powerful collaboration between front-line and back-office teams on complex issues by breaking down silos, enabling seamless knowledge distribution, and sharing complete context for faster problem-solving.

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Slack logo

A single place for team communication and workflows

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Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do

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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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VoiceOwl logo

Voiceowl is a Gen-AI Voice Virtual Assistant for Enterprises

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Voiceowl is a purpose-built Gen-AI Voice Virtual Assistant for B2B enterprises across industries, delivering smart conversations for the entire customer journey (from prospecting to customer support).

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