Alternatives to Moxo
Compare Moxo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Moxo in 2026. Compare features, ratings, user reviews, pricing, and more from Moxo competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
Birdeye
Birdeye
irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR. -
3
Titan
Titan
Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale. -
4
Local Measure Engage
Local Measure
Engage is a pre-built, intelligent, cloud contact center platform that transforms customer service. Built for for Amazon Connect and powered by AWS, Engage combines voice and digital communication channels to improve operational efficiency and deliver valuable insights, Engage uses Generative AI to enhance customer service interactions and create personalized experiences that cater to the changing needs of businesses and their customers. Engage is a Contact Center as a Service (CCaaS), meaning we take care of all updates and improvements with no hardware or expensive agent licenses. Our consumption-based pricing caters to businesses of all sizes. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat. -
5
Twilio Flex
Twilio
Everything you need to deliver personalized customer experiences, all on one powerful platform. Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy to deliver digital-first engagement with the widest breadth of communication channels. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips, integrating data from CRM, payment systems, service ticketing, and more. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications. Twilio Flex powers over half a million agents today and is accelerating digital transformation by freeing companies from the limitations of legacy call centers. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business’s unique needs.Starting Price: $1.00/user -
6
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
7
Infobip
Infobip
Infobip is a global leader in omnichannel engagement powering a broad range of messaging channels, tools and solutions for advanced customer engagement, authentication and security. With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is the #1 choice of some of the world's biggest companies to scale their customer communications. We help our clients and partners overcome the complexity of consumer communications, grow their business and enhance customer experience, all in a fast, secure and reliable way. With Infobip, you can achieve deeper customer engagement across the widest selection of local and global channels, including: SMS MMS RCS Live Chat WhatsApp Business Apple Messages for Business Facebook Messenger Instagram Business Telegram Viber Voice / VOIP Video Email -
8
Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
9
Lime Connect
Lime Connect (formerly Userlike)
Lime Connect (formerly Userlike) is Germany’s leading platform for AI-powered customer messaging and support automation. All messages from your website, WhatsApp, or any preferred messaging channel are centralized in the Message Center, where professional features such as live translations, file sharing, and video calls enhance customer interactions. Connect AI allows you to deploy autonomous AI Agents that handle up to 70% of customer requests independently, while the AI Copilot assists your service team by summarizing conversations, suggesting answers, and providing relevant knowledge in real time. Automate processes with Workflows, update integrated systems, and deliver seamless support across all channels. Lime Connect is developed and hosted in Germany, making it a GDPR-compliant softwareStarting Price: $90.00 per month -
10
ReviewInc
ReviewInc
ReviewInc provides Online Reputation Management and Customer Experience Software. ReviewInc's Reputation Management Software helps your business get more reviews, manage your existing ones, and automate review campaigns. Our customer experience tools are a flexible and automated communication system that tracks every step in the customer-facing processes. With a few easy steps, businesses can create a flexible customer experience to make their business shine.Starting Price: 39 -
11
Ondato
Ondato
Ondato is a tech company that streamlines KYC and AML-related processes. We're providing advanced technological solutions for digital identity verification, business customer onboarding, data validation, fraud detection, and more. All of them meet the highest quality standards available for KYC online or offline onboarding for all business and customer types orchestrated from a single interface. We're turning compliance into a business benefit by creating a safer environment for organizations and individuals alike.Starting Price: €149.00/month -
12
WalkMe
WalkMe
Empower users to keep pace with technology by enabling true digital adoption. WalkMe’s Digital Adoption Platform (DAP) makes it effortless to use any software, website, or app. Combined with proactive, step-by-step guidance, our comprehensive solution analyzes and automates processes so users can complete tasks easily in the moment of need. -
13
UiPath
UiPath
Become a fully automated enterprise™ with the UiPath Platform. A fully automated enterprise is a digitally transformed enterprise. Create business resilience, speed, and agility, and unburden people from mundane work with the automation platform that has it all. Use the data from your business applications (like ERP and CRM) to give you a detailed understanding of complex business processes. You’ll know what to automate and how to do it best—and be able to prove impact, too. UiPath is an innovative Robotic Process Automation (RPA) and process mining enterprise platform that empowers organizations to efficiently automate business processes, helping companies become digital businesses faster and gain a valuable advantage on their path to AI. Scalable, extensible, and sustainable, UiPath lets users design their own workflows visually--no scripting or coding required. The platform also features full auditing capabilities, advanced analytical reporting, and customizable dashboards.Starting Price: $3990.00/year/user -
14
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
15
Co.tribute
Co.tribute
Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information. -
16
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
17
Synchronoss
Synchronoss Technologies
Operators around the world use our cloud platform to offer a premium, feature-rich, branded, cross-platform cloud back up and sync service. But for them, cloud means much more than just storing and syncing data. They are using our platform to launch and bundling new premium service offerings and device experiences that: Expedite time in retail for upgrading devices, protect lost/damaged devices and data, create a simpler online on-boarding and set up for new devices, create new revenue opportunities. As the preeminent, white label cloud provider, we give Operators a feature-rich application and cloud services platform to store and sync subscriber content, while improving the overall content management experience and creating new revenue-generating service offerings. Our mobile content transfer application gives subscribers a cross-platform, easy to use experience to wirelessly transfer personal content from an old device to a new device. -
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involve.ai
involve.ai
involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators. -
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Wyng
Wyng
Wyng is the world’s leading Privacy-First Marketing platform. Built on a zero-party data API and privacy by design principles, Wyng makes it easy for brands to deliver customer experiences that are always welcome, relevant, and compliant. More than 250 brands and enterprises use Wyng to build deep, trusted relationships with their customers. Build from dozens of Wyng templates or create your own custom interaction to engage customers, earn data, and build trust. More engaging, relevant experiences drive conversion, earn data, grow loyalty, and increase purchases. Build world-class, branded experiences in minutes. Use accurate, obvious zero-party data instantly for personalization and insights. Consent-driven zero-party data delivers better results without any privacy concerns. Accelerate your team with Wyng services and leverage flexible, enterprise-grade tools to move with the speed of the market. -
20
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
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Formalize
Formalize
Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation. -
22
Mosaicx
Mosaicx
While IVRs rely on menus and preprogrammed responses, Mosaicx IVAs understand natural language (NLU) used by customers. That lets them do more and provide a more enjoyable experience. The Mosaicx team has been innovating customer experience technology for decades. Our team listens to our clients and constantly improves Mosaicx to meet their needs. It's conversational AI personalized for both your customers and you. Mosaicx provides customer experience reports in the same console you use to manage the application. Generative AI can pull information from an index, such as company websites, employee resources, internal spreadsheets, etc. to generate answers to unexpected questions. The search is restricted to approved sources, so answers won’t include any surprises. -
23
ReFrame Engage
WSD Digital
Advanced conversational intelligence for unparalleled customer experience. Context-aware solutions to provide the best customer experience within a single powerful platform. Services are enabled by seamless, and hassle-free multi-channel interactions with your customers. Empowered, context-aware interactions to build relationships with your customers. Engage is a platform that enables one-stop context-aware communication and collaboration for any industry looking to improve and streamline their customer interactions for any business services while driving great customer experiences. The solution empowers employees to deliver effectively from anywhere, anytime using any mobile device. A requirement assessment questionnaire that identifies your unique needs. Configure staff, departments, divisions, and locations, and appointment time-slot creation. Create service time-slots at the level of any entity (staff/dept/location) with intervals suited for your business or service. -
24
ChurnZero
ChurnZero
ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints. -
25
Simplici
Simplici
Create a frictionless customer experience, enhance operational efficiency and cut costs: The ultimate account origination, KYB/KYC verification, and funding solution. Reduce your compliance risk by implementing Simplici’s Compliance Fabric™ which combines strong KYC (Know Your Customer) and AML (Anti-Money Laundering) tools, giving you a complete compliance solution while drastically reducing fraud. Design branded ID verification flows for KYC/KYB in minutes with automated tasks boosting user conversion. Safeguard your business and clients from fraud by combining biometrics, device information, liveness checks, and relevant KYC data.Starting Price: $4.99 per user per month -
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Airkit
Airkit
Airkit sits on top of your systems of record to deliver digital experiences that drive customer action. Digitize any sales and service touchpoint through the customer lifecycle. From automated onboarding, self-service account updates, digital cross-sell, churn prevention, to everything in between. Abstract away front-end development with pre-built components and templates for web, mobile, voice, chat. Or build you own. Best-in-class debugging and error tooling helps you ship quality apps faster and with confidence. Less errors, less maintenance. Create your own brand components and asset libraries guaranteeing apps stay consistent with your brand guidelines. Flow customer data across your core systems and Airkit-powered experiences via APIs and pre-built integrations. Measure and optimize experiences with built-in app analytics and reporting dashboards on user engagement. Eliminate paperwork for compliance, privacy, and security certifications. Comply with TCPA, PCI, SOC2, GDPR, HIPAA. -
27
DataOceans
DataOceans
DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient. Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships. -
28
Ecrion
Ecrion Software
The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications. -
29
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
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Prokeep
Prokeep
Prokeep is an easy-to-use, ever-improving messaging platform built exclusively for – and by – distributors, and supported by a team focused on our customers’ success. Prokeep helps you streamline your customer communications in a way that keeps your customer relationships - and your business - growing. Prokeep is an easy-to-use, ever-improving messaging platform built exclusively for – and by – distributors, and supported by a team focused on our customers’ success. Prokeep helps you streamline your customer communications in a way that keeps your customer relationships - and your business - growing. Prokeep delivers text messages even when your phone lines are down. No software to download, no updates to install. Prokeep is a cloud-based web app that can move with you to any machine. Prokeep exchanges more than half a million messages per month. That’s hundreds of thousands orders placed, inventory confirmations and customers just saying hi. -
31
Umanest
Umanest
Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.Starting Price: $0.49 per property per month -
32
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
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OPINATOR
Innology Ventures
Bring the human touch to CX! Boost response rates in VoC, NPS, and CX Management programs with highly engaging and fully customized interactions (e.g. surveys, forms, etc.) that become an extension of your brand. OPINATOR enables you to act on feedback, reduce customer effort, and drive value in each touchpoint. Featuring Predictive, Prescriptive, and Text Analytics, Case Management system, and role-based dashboards. Generate remarkable interactions and turn customers into promoters. OPINATOR is self-manageable but also provides a Customer Success team to overview and guide your projects when you need it. Customers expect innovative and delightful interactions. Combine technology, creativity, and deep customer understanding to deliver those experiences and boost customer engagement. Companies will double down on their CX efforts during the following decade. Rather than old, inefficient surveys, captivate your customers with engaging and personalized UIs. -
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Benbria Loop
Benbria
Increase retention and customer loyalty by improving the experience in real-time with visibility into performance. Escalate and remediate situations as they happen using in-moment feedback and offer solutions to problems customers are facing at the time. Share live feedback, benchmarks and reports with your entire team to create a culture that is customer-focused and promotes continuous service improvement. Set brand standards across all locations and compare results. Define action plans based on real data and enable your front-line staff to understand the customer experience. Use guest feedback to improve the impact of employee training by focusing on what matters most to customers. From service to cleanliness, staff friendliness and food quality, know the areas that matter most to your customers and have ability to make informed decisions to improve their overall experience. -
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Heyday AI
Hootsuite
Heyday’s Conversational AI platform for retailers combines the power of AI with the human touch of your team to deliver 5-star customer experiences. Capture, engage, and convert leads 24-7 with an online sales assistant that never sleeps. Heyday personalizes your website’s customer experience by connecting to your product catalog to deliver tailored search results and recommendations, and looping in your associates only when customers are ready to buy. Heyday creates the ultimate personal shopper experience, powered by AI. Flooded with repetitive customer service requests? Heyday’s powerful Conversational AI technology provides an instant and always-on first line of support that removes time-consuming, recurring FAQs and order tracking questions from your team’s plate. That means, they can now focus their efforts on higher-value customer conversations while our chatbot takes care of the rest. -
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ComplyWorks
ComplyWorks
Compliance Management Made Easy More supplier management. Less third-party risk. Join us with the next evolution of compliance management. ComplyWorks’ solutions are flexible, scalable and affordable, so you can go beyond basic governance, risk management and compliance (GRC) requirements. If you already have a GRC process, we will help you take this process to your third parties for a consistent approach throughout your global operations. With our global capabilities and local deployment, we currently provide solutions to clients in over 120 different countries – and growing. At ComplyWorks we realize that safety and compliance involve real people. That's why our clients come to us every day to help them achieve the best-managed operations. This allows ComplyWorks clients to reduce costs, risks and liability across their global operations. -
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Content Guru storm
Content Guru
storm® is Content Guru’s cloud-based Customer Experience (CX) platform designed to deliver seamless, omni-channel customer engagement at scale. It unifies voice, digital, data, and AI-driven experiences into a single, intuitive interface. The platform enables organizations to manage complex customer journeys without complexity or heavy coding. storm® supports high-volume, mission-critical contact centers and is trusted by emergency services worldwide. Modular by design, it allows businesses to select only the CX capabilities they need. Integrated AI, analytics, and data orchestration tools empower agents with real-time insights. storm® helps organizations improve scalability, reliability, and customer satisfaction across every interaction. -
38
Zywave Client Cloud
Zywave
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS). -
39
FastDox
FastDox
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.Starting Price: £40 per user -
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Textedly
Textedly
SMS Marketing Services made easy. Instantly send 10 or 100,000 SMS or MMS picture text messages to any mobile phone number. Easily build an opt-in subscriber list. Schedule text messages to go out any time you want. Track text message delivery. Our plans start at only $24 per month. Or try our Annual Plans and pay up-front for one year, and get 20% more messages instantly. Plus FREE bonus messages on the Annual Plan.Starting Price: $24.00/month -
41
Lynq by Agent IQ
Agent IQ
Agent IQ’s Lynq is an AI-powered relationship banking platform that helps financial institutions grow by deepening relationships beyond the branch. Lynq combines instant AI self-service with easy access to a dedicated banker, so account holders get fast answers and human help in one place. Features include asynchronous messaging, video chat, voice calling, co-browsing, and file exchange. AI assists staff with suggested replies, auto tagging, translation, and conversation summaries. Teams orchestrate outreach with role based routing, queues, SMS and push notifications, and proactive alerts. Leaders get analytics on topics, sentiment, and resolution times. Lynq integrates with digital banking providers and CRMs through APIs and webhooks. Security includes SOC 2, single tenant US hosting, and encryption in transit and at rest. Institutions tailor experiences for segments, branches, and lines of business. -
42
Liferay DXP
Liferay
Liferay Digital Experience Platform (DXP) is designed to work within your existing business processes and technologies to build a custom solution that uniquely meets your needs. Great experiences don’t just happen, create them with Liferay DXP. Create customized web experiences that attract and empower users. Deliver simple, engaging, and personalized experiences to help your audience find what they’re looking for quickly and easily. Decrease your customer support costs with convenient self-service. Improve experiences and increase operational efficiency by streamlining processes and helping your audience get what they need faster. Increase online revenue with a streamlined digital commerce solution. Simplify ordering, grow average order size, and encourage repeat purchases with a platform that makes it easy for your customers to do business with you. -
43
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
44
Conscia
Conscia
Orchestrate data and experiences across all channels and technology stacks. Customer Your customer interacts with your brand on multiple channels such as mobile, website, email, etc. Learn how Conscia collects, aggregates and enriches customer data from all channels to create a unified view that all applications can access via realtime APIs. ontent is spread across several CMSes and enterprise applications. Learn how our unique headless CMS creates a view of all your content in one centralized interface, enriching your existing content while allowing you to author new content. Context is the channel on which your customer is engaged as well as their real-time location, intent and world view. Learn how Conscia empowers marketers with rule-based and algorithmic control over what the customer sees based on their real-time context. Marketers want control and limited reliance on IT. -
45
SMS-Magic
Screen-Magic Mobile Media Inc
Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.Starting Price: $50 per month -
46
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
47
Rocketlane
Rocketlane
Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.Starting Price: $19/month/user -
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Aisera
Aisera
Aisera stands at the forefront of innovation, introducing a revolutionary solution that redefines the way businesses and customers thrive. Through cutting-edge AI technology, Aisera offers a proactive, personalized, and predictive experience that automates operations and support across various sectors, including HR, IT, sales, and customer service. By providing consumer-like self-service resolutions, Aisera empowers users and drives their success. Unleashing the power of digital transformation, Aisera accelerates the journey towards a streamlined future. By harnessing user and service behavioral intelligence, Aisera enables end-to-end automation of tasks, actions, and critical business processes. Seamlessly integrating with industry-leading platforms such as Salesforce, Zendesk, ServiceNow, Microsoft, Adobe, Oracle, SAP, Marketo, Hubspot, and Okta, Aisera creates exceptional business value. -
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Encompass CX
Encompass CX
At Encompass-CX, we’re offering a scalable B2B customer experience management application that collects, measures and analyzes all the touchpoints in a clients lifecycle to determine customer health. By measuring these touchpoints we provide clarity into your accounts, products, and services making it easier for you to go beyond satisfaction and power a differentiated client experience. Gain clarity into customer data with our cloud-based dashboard and allow visibility to those who need it. Increase revenue, identify cross-sell opportunities, reduce churn and turn at-risk clients into your best customers. Ensure the perception of your product and service exceeds your customers’ expectations. Encompass-CX gathers post-sale data points, service metrics, support tickets, onboarding assessments, and email exchanges in order to provide clarity into a company’s account. Measuring the client experience is an extremely powerful tool for growth in any organization. -
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CSG Xponent
CSG
Companies have the data to truly know and understand their customers, but few can extract insights from it. Even fewer can use those insights to personalize experiences in real time. And still fewer—the customer engagement leaders—can scale that real-time personalization across different channels, journeys and lines of business. Take your place among the world’s customer engagement leaders. Leverage your existing data, technology and communication channels to create extraordinary experiences using our unified, cloud engagement platform, CSG Xponent™. Xponent combines a robust customer data platform, industry-leading customer journey orchestration and analytics, and proven omnichannel communications in one solution. With Xponent, companies deliver personalized, predictive and proactive customer interactions that improve business outcomes, quicken time to value and reduce risk.
