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Customer Success Software with Task Scheduling

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EngageBay CRM logo
4.7
(672)

Integrated sales & marketing software for growing teams

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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

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monday sales CRM logo
4.7
(383)

Close deals. Automate the rest.

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monday sales CRM lets you organize and streamline all your work, and ensure each of your clients gets the individualized treatment they deserve. Choose the best view to track your client relationships, how many deals each customer success rep has, or any other report that will help you work better.

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Bitrix24 logo
4.2
(827)

100% free CRM, collaboration, and communication tool suite

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Bitrix24 #1 FREE customer success and customer relationship management platform used by 4 million businesses worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.

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Pipefy logo
4.6
(305)

Design and automate business workflows in minutes.

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From Onboarding to Support, track the progress of each customer and easily access the information of each demand. Pipefy enables to create a standard of execution according to the assistance each customer requires and make sure no step is missed.

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Front logo
4.6
(260)

How 8,000+ companies streamline customer communication.

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Front is a customer operations platform that enables support, sales, and account management 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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Agile CRM logo
4.1
(519)

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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Vectera logo
4.8
(102)

Meeting room scheduling and video conferencing platform

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Vectera is a cloud-based online conferencing platform designed to assist sales, customer success, and financial advisory teams with meeting room scheduling and video conferencing. Key features include screen sharing, file transfer, custom branding, calendars, and data encryption.

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Rocketlane logo
4.7
(65)

A client-centric onboarding & modern PSA tool

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Rocketlane is a purpose-built customer onboarding and modern PSA tool that helps you deliver delightful customer projects and manage associated financials comprehensively.

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OnePageCRM logo
4.8
(61)

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Upnify CRM logo
4.8
(62)

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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GUIDEcx logo
4.7
(63)

Client onboarding and project management software

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GUIDEcx is a customer onboarding platform designed to reduce churn, speed up time to value, and streamline the customer journey.

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Rindle logo
4.9
(20)

Workflows made easy.

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Rindle is a workflow and process automation platform that helps businesses increase efficiency, drive team adoption, and scale their team on a no-code BPM platform.

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Tiflux logo
4.9
(15)

System for the management of ticket flows and attendance

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Tiflux is a management system for ticket flows and customer service that makes it possible to adopt an omnichannel strategy with customizable channels, provides access to a complete dashboard to view tasks, and even joins invisible channels to generate tickets internally. Available in Portuguese.

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GuestXM logo
4.9
(15)

Deliver Exceptional Restaurant Experiences at Scale

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Customer experience management and intelligence platform - AI-powered social listening, sentiment analysis, and online engagement tools to keep your brand reputation at your strategic advantage.

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Precursive OBX logo
4.4
(21)

Customer Onboarding Management for Salesforce

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Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

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TaskRay logo
4.4
(20)

Customer Onboarding Success in Salesforce

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TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

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isLucid logo
4.7
(12)

isLucid AI-controlled virtual meeting assistant

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isLucid is a meeting management software for all your employees that helps manage Microsoft Teams video conferencing software meeting information and transcripts with an inbuilt AI meeting assistant.

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Surfboard logo
4.6
(9)

Support team scheduling, made simple.

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Surfboard is a scheduling & shift planning software platform for customer success teams.

Get shift planning, scheduling, forecasting & communication in one place, for £10 per month.

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Airdesk logo
4.5
(2)

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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TASKBOSS logo
(0)

Tasks under control. Time in focus. Projects on schedule.

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With TASKBOSS you have an overview of all tasks in your company, plan projects precisely and leverage time tracking to create invoices in record time.

Manage tasks, structure your projects and track time accurately?—?optimize your workflow with TASKBOSS to get the decisive advantage!

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ReFrame Engage logo
(0)

Conversational intelligence and customer engagement software

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ReFrame empowers the future of business by enabling context-aware solutions to connect with customers anywhere, anytime, and providing the best customer experience (CX) within a single powerful platform.

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TenForce logo
(0)

Solution for digitizing and automating EHSQ processes

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TenForce is an EHSQ management solution designed for manufacturing organizations. The software enables plant managers to automate processes, improve safety and simplify compliance.

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