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Top Rated Customer Experience Software with Task Management in 2026

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: April 2026

Task management organizes, assigns, and prioritizes tasks, enabling efficient resource planning and tracking. It enhances team coordination, ensures follow-ups, and improves workflow efficiency, ultimately leading to better customer support and issue resolution. Our reviewers in customer experience software rated this feature as important.

3 Best Customer Experience Software with Task Management

Zoho CRM - Highest rated for task management
Jotform
Freshdesk

See other top Customer Experience products with task management

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the customer experience software category. They also needed to have sufficient reviews about task management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for task management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM

4.3

(6.9K)

User insights about the task management feature

Reviewers appreciate Zoho CRM's task management capabilities for organizing tasks, meetings, and calls efficiently. They find it valuable for prioritizing, setting expectations, and aiding team collaboration. Users report that tasks can be easily managed, assigned, and tracked, especially on the mobile app. They highlight the ability to break down projects into milestones, task lists, and subtasks, and appreciate the integration with other Zoho products. Some users mention the need for improvements in process management and handling large amounts of data.

“Task Management allows us to organize our tasks into lists, projects, and milestones. This helps to keep track of what needs to be done, when it needs to be done, and who is responsible for doing it.”

Mane G.

Administrative Assistant

“ Tasks and Milestones modules allows you to organize and manage projects, tasks, and other deliverables all in one place with ease.”

pawan d.

business head

Customer Experience key features coverage

Zoho CRM offers 6 out of the 6 key features for Customer Experience software identified by reviewers:

Feedback Management4.5

Surveys & Feedback4.4

Reporting/Analytics4.3

Negative Feedback Management4.2

Customizable Fields4.5

Customizable Forms4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Jotform

4.7

(2.7K)

User insights about the task management feature

Reviewers mention that Jotform's task management helps them stay organized and on top of issues. They find it easy to delegate tasks, monitor progress, and streamline processes. Users appreciate the ability to assign specific tasks to collaborators and the integration with other platforms. However, some users indicate that they do not use Jotform for task management or rely on other software for this purpose. They also note that task management is not a dedicated feature in Jotform, making it less important for some users.

“Streamlining tasks and increasing productivity is essential in today's digital age. Jotform offers a quick, easy deployable plan with its program!”

Justine F.

Teacher

“Jotform can help you assign specific task to collaborators in specific section of the project you are designing”

Alliance F.

Consortium Coordinator

Customer Experience key features coverage

Jotform offers 6 out of the 6 key features for Customer Experience software identified by reviewers:

Feedback Management4.7

Surveys & Feedback4.8

Reporting/Analytics4.5

Negative Feedback Management4.3

Customizable Fields4.7

Customizable Forms4.7

Pros and cons based on 2,794 verified reviews

73% of users rated Jotform 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,794 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effortless form creation

Efficient survey development

Convenient diGital signatures

Cons:

Restrictive usage limits

High cost for advanced features

See pros and cons details

Pricing

Starting price:$39 flat rate/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Freshdesk

4.5

(3.4K)

User insights about the task management feature

Reviewers indicate that Freshdesk's task management is helpful for creating, assigning, and prioritizing tasks. They appreciate the ability to track progress, set deadlines, and monitor tasks to ensure timely completion. Users find the user interface intuitive and the feature valuable for maintaining top-priority task lists and linking conversations. They also highlight the ability to filter and sort tickets based on urgency. However, some users feel there are better task management tools available and mention gaps in Freshdesk's task management capabilities.

“I find the Task Management feature to be incredibly helpful in organizing and prioritizing my team's tasks. With this feature, I can fluently assign and track tasks, set deadlines, and monitor progress, ensuring that nothing falls through the cracks and that we meet our goals in a timely manner.”

Abayomi O.

Network Engineer

“Freshdesk's task management feature is very helpful for our team to create and manage tasks, this feature allows us to assign, prioritize and track tasks, which helps us to stay organized and on top of our workload.”

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Customer Experience key features coverage

Freshdesk offers 6 out of the 6 key features for Customer Experience software identified by reviewers:

Feedback Management4.8

Surveys & Feedback4.5

Reporting/Analytics4.3

Negative Feedback Management4.0

Customizable Fields4.2

Customizable Forms4.5

Pros and cons based on 3,408 verified reviews

59% of users rated Freshdesk 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,408 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Multichannel communication support

Efficient help desk management

Enhanced team collaboration

Robust issue tracking

Comprehensive customer support

Cons:

Limited search functionality

Slow performance speed

Inconsistent issue resolution

Inefficient email management

Problematic call management

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Key features for Customer Experience software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Feedback Management: Reviewers value the ability to categorize, prioritize, and respond to feedback, which helps in tracking trends and improving customer engagement. 93% of reviewers rated this feature as important or highly important.
Surveys & Feedback: Users appreciate the customizability and ease of creating detailed surveys to gather valuable customer insights and improve decision-making. 91% of reviewers rated this feature as important or highly important.
Reporting/Analytics: Reviewers highlight the detailed data visualization, real-time updates, and customizable reports that aid in tracking and optimizing performance. 90% of reviewers rated this feature as important or highly important.
Negative Feedback Management: Users find the ability to promptly address and resolve negative feedback crucial for maintaining customer satisfaction and improving services. 88% of reviewers rated this feature as important or highly important.
Customizable Fields: Reviewers value the flexibility to tailor survey fields to specific needs, enhancing data collection and user engagement. 88% of reviewers rated this feature as important or highly important.
Customizable Forms: Users appreciate the ability to design and modify forms to meet unique requirements, ensuring better alignment with business or client needs. 87% of reviewers rated this feature as important or highly important.

Top Rated Customer Experience Software with Task Management in 2026

3 Best Customer Experience Software with Task Management

How we picked the 3 top rated products

Details for the 3 best products

Zoho CRM

Jotform

Freshdesk

Other Top Rated Customer Experience Software with Task Management in 2026

Zendesk Suite

Pipedrive

ChurnZero

Thought Industries

Zoho Desk

Zoho CRM

Freshdesk

Weave

Ignition

WorkHub Tasks

Productboard

ServiceTonic

Newired

Intouch Insight CX Platform

Whatfix

RAYNET CRM

inconnect

OnScreen

K-Now

Squirro

Exeevo Omnipresence

Azuba CCM Platform

Sprout Social

Hootsuite

IrisCX

Key features for Customer Experience software