Customer Experience Software

Typically, Customer Experience is a capability of a variety of other G2 Software categories. See more below to select the

best Customer Experience Software.

Customer experience software (CX) refers to a class of software designed to monitor and enhance the overall experience customers have when interacting with a business or a brand. Customer experience software provides information and support to prospective and existing customers while ensuring a positive experience. There are many customer touchpoints, and therefore many different tools needed to affect them; because of this, CX software is not a category so much as it is a family of categories.

Customers who have negative experiences interacting with a business will seek competitors who treat them better or are easier to work with. These negative experiences can come from phone conversations, social media interactions, or face-to-face dealings with salespeople or other employees. A poorly designed website or online store can yield poor experiences, leading to churn. Each business requires a different mix of tools and techniques to fine-tune the customer experience; solutions may be deployed as part of marketing strategy, sales practices, or customer service policies and tools, to name just a few possibilities.

Two categories often thought of first when considering customer experience are help desk and customer success software, because they both involve human interaction hopefully leading to a satisfied customer and a closed case. AI sales assistant chatbots automate simple interactions and transactions so customers can quickly achieve their goals. Enterprise feedback management provides a flow of data on what a business is doing right and where it is failing to meet expectations. Customer journey analytics software monitors and records actual customer use of a business’ digital assets across multiple channels, both to see how well existing processes are working and to craft more ideal paths for customers to take in their use. Account-based marketing is an attempt to focus more attention on key accounts and treat them like valued relationships. Social media management engages customers at critical points in the customer’s journey—the point where they are pleased, curious, or annoyed enough with a brand to post about it in a public forum. CRM is one of the earliest attempts to manage customer experience, and the data from CRM systems is often integrated with other CX applications.

To be considered part of the Customer Experience family, a product should:

  • Provide actionable information about customer satisfaction in unique instances or through aggregated data
  • Plan and implement changes to business processes that affect customer experience
  • Create a memorable, positive experience through application of technology
  • Help employees consistently provide the best outcomes for customers
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Fathom

Fathom

(6,599)5.0 out of 5

Fathom

(6,599)5.0 out of 5

Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation.

Top Customer Experience Software Result from Conversation Intelligence

Also listed in AI Sales Assistant, Video CMS, Sales Coaching, Note-Taking Software, Transcription


CB
“AI Notetaking Feature I Love”
What do you like best about Fathom?

The Ai notetaking features

It is a great listener and records the video.

It eliminates me needing to take notes, which I take a lot of typically

It is simple to use. I press a button and it records

I like that it keeps the recordings in the database and not on my laptop. Way less space to take up

I am using it more often Review collected by and hosted on G2.com.

What do you dislike about Fathom?

Sometimes the Fathom icon to add it to the room does not appear, I have to manually add it, and sometimes it still won't appear. Sometimes it takes a while to appear in the waiting room. Maybe I am doing something wrong

Sometimes the notes aren't the most accurate. Like it doubled the price I was giving to my client... maybe that was a sign to raise my prices haha.

It can be a little overwhelming knowing with all the features and how to utilize them properly. Review collected by and hosted on G2.com.

What problems is Fathom solving and how is that benefiting you?

I don't have to take notes (my handwriting ain't pretty ya'll)

It sends the notes to others, really helpful for meetings with potential and current clients Review collected by and hosted on G2.com.

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Sprout Social is an intuitive platform that delivers smarter, faster business impact from social media.. Empower your teams to better connect with audiences, streamline publis

Top Customer Experience Software Result from Social Media Suites

Also listed in Social Media Listening Tools, Social Media Management, Social Media Analytics, Social Customer Service


Tanner C.
TC
“Effortless Multi-Platform Management with Actionable Social Insights”
What do you like best about Sprout Social?

Sprout Social is a great tool and one that I have now used at multiple organizations. Through it, I am able to easily manage multiple social platforms and gather data & statistics that helps me hone my social media strategy. It is something that I use every day in my role as a social media manager, and it makes me more efficient every day. Review collected by and hosted on G2.com.

What do you dislike about Sprout Social?

There's not much that I dislike about Sprout Social. If I were to pick something, tagging can become a bit tedious, but that's not on the platform's side of things. Review collected by and hosted on G2.com.

What problems is Sprout Social solving and how is that benefiting you?

Sprout Social is helping me to see the broad landscape of my social media platforms, especially when working with two organizations that are in tandem with each other. By using Sprout Social, I am able to survey the past, present and future of the social media channels that I manage. From this and through the gathering of social media metrics, Sprout Social helps me to better understand what content my organization needs to be investing more in, which content can be repurposed or repackaged, and which content can be discontinued from our strategy. Review collected by and hosted on G2.com.

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Birdeye

Birdeye

(3,902)4.7 out of 5

Birdeye

(3,902)4.7 out of 5

Birdeye is the #1 agentic marketing platform for multi-location brands, trusted by over 200,000 businesses to deliver measurable growth with AI. With Birdeye, brands harness t

Top Customer Experience Software Result from Online Reputation Management

Also listed in SEO Tools, Chatbots, Social Media Suites, AI Agents For Business Operations, Marketing Automation


Maura R.
MR
Original Information
“Efficient, Centralized Review Management That Actually Saves Time”
What do you like best about Birdeye?

What I like most about Birdeye is how it helps maintain consistency in review management. When you’re juggling multiple clients and platforms, it’s easy for responses to feel scattered or delayed, but Birdeye keeps everything organized in one place so nothing slips through the cracks.

It makes it much easier to stay on top of every review, respond in a timely way, and keep a consistent voice across the board. That level of consistency not only looks more professional, but it also builds trust with customers over time. Instead of reacting to reviews when you remember, it turns the whole process into something reliable and repeatable. Review collected by and hosted on G2.com.

What do you dislike about Birdeye?

The only thing that can be frustrating is the number of reach outs I receive from Birdeye sypport when I am trying to get in contact with a client to solve a problem. I try to let them know as soon as I hear, but they typically reach out every day if not every other day. Review collected by and hosted on G2.com.

What problems is Birdeye solving and how is that benefiting you?

Birdeye centralizes all reviews in one place, giving you real-time notifications and tools to respond quickly. It makes review management organized, consistent, and much less time-consuming. For you, that means you can maintain a strong reputation, engage customers proactively, and focus on strategy and results instead of getting bogged down in the mechanics of monitoring and replying to reviews. Review collected by and hosted on G2.com.

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Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale — all on one

Top Customer Experience Software Result from Marketing Automation

Also listed in Account-Based Orchestration Platforms, Pop-Up Builder, Conversational Marketing, Customer Journey Analytics, Account-Based Analytics


Josh P.
JP
“Limitless customization that's finally manageable with a little AI help.”
What do you like best about HubSpot Marketing Hub?

The level of customization is awesome; you can basically build out whatever you can imagine. It’s a complex system, which used to be a major hurdle, but now that I can use AI to help me navigate and build within it, I’m able to do way more than I could before. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Marketing Hub?

The complexity can still be a lot to handle sometimes. It’s also not always clear why some data is being measured and some isn't. My biggest gripes are the reporting delays—I'll check a report at noon and it'll be empty because yesterday's data hasn't processed yet. It would be great if the system actually notified you or gave you some guidance when that’s happening. Review collected by and hosted on G2.com.

What problems is HubSpot Marketing Hub solving and how is that benefiting you?

We use it to manage our customer journeys and all our email marketing. It’s our main hub for lead scoring, where we track "touches" across all our different marketing assets. As someone in marketing, it's really helpful for seeing exactly how people are interacting with us before they hit the CRM side. Review collected by and hosted on G2.com.

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Substrata

Substrata

(1,121)4.9 out of 5

Substrata

(1,121)4.9 out of 5

Substrata is a real-time, socially-aware AI sales coaching platform for Professional Dealmakers. It is trained to understand the 'social dance' between sellers and buyers, hel

Top Customer Experience Software Result from Sales Coaching

Also listed in AI Sales Assistant, Email Tracking, Revenue Operations & Intelligence (RO&I), Sales Analytics, Conversation Intelligence


Anita  V.
AV
“Hidden Customer Signals Finally Made Visible”
What do you like best about Substrata?

I find Substrata to be a great way for me to track client communication, gain an understanding of how my clients feel about their experiences with me and my marketing services, and identify ways that my clients have interacted with my marketing services. This creates more efficient relationship management, plus enables me to respond proactively to my clients' needs as they arise, as well as help guide them toward a successful outcome. Review collected by and hosted on G2.com.

What do you dislike about Substrata?

While I find the information provided through Substrata to be useful, sometimes it does take time for some of the insights to process within the application. Additionally, it would be beneficial if the dashboard were a little more user-friendly so that I could easily navigate through multiple conversations at one time. Review collected by and hosted on G2.com.

What problems is Substrata solving and how is that benefiting you?

Substrata provides me with a way to quickly understand customer sentiment and engagement, which allows me to respond to my customers more quickly as well as manage our relationship with them in a more effective manner. Review collected by and hosted on G2.com.

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Insider One

Insider One

(1,328)4.8 out of 5

Insider One

(1,328)4.8 out of 5

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable.

Top Customer Experience Software Result from Mobile Marketing

Also listed in Conversational Commerce Platforms, WhatsApp Marketing, E-Commerce Search, SMS Marketing, Personalization


PK
“All-in-One Cross-Channel Campaign Orchestration Made Easy”
What do you like best about Insider One?

What I like best about Insider One is that it combines customer data, personalization, and cross-channel journey orchestration in one place. Instead of switching between multiple tools, teams can manage campaigns across WhatsApp, SMS, email, web, app, and site search from a single platform. It also seems to be well regarded for ease of use and support, which makes it even more appealing for fast-moving marketing teams. Review collected by and hosted on G2.com.

What do you dislike about Insider One?

What I dislike about Insider One is that the platform can feel overwhelming at first, especially for new users who are not familiar with advanced marketing automation tools. Some features may take time to learn, and managing everything effectively can require a bit of training and adjustment. Review collected by and hosted on G2.com.

What problems is Insider One solving and how is that benefiting you?

Insider One helps solve the challenge of managing customer engagement across too many separate tools. For me, the biggest benefit is being able to work more efficiently, personalize campaigns more easily, and deliver a smoother customer experience across multiple channels. Review collected by and hosted on G2.com.

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Platform for Customer Success and RevOps managers, designed to help B2B SaaS companies monetize their user base - all on autopilot.

Top Customer Experience Software Result from Product Analytics

Also listed in Customer Success, Proactive Customer Retention


Maximilian G.
MG
“All Customer Data in One Place for a Clear, Efficient Account Overview”
What do you like best about Customerscore.io?

What I like most about customerscore.io is that it brings together all our customer data in one place. Before, we had multiple data sources spread across different tools, which made it very hard to get a clear picture of each account.

Our Account Managers simply didn’t have the time to manually review everything. Now, all relevant information is centralized and easy to understand, which makes their daily work much more efficient.

The platform also highlights important signals automatically, so it’s much easier to spot risks or opportunities without digging through different systems. Overall, it creates a clear and structured overview of our customers. Review collected by and hosted on G2.com.

What do you dislike about Customerscore.io?

There are still some limitations, like you have with any tool. But given how "young" Customerscore is, they are on a great path already, as you get the most important features right away.

Depending on your existing tool stack, integrations can require some initial effort to set up properly. However, once everything is in place, the system runs quite smoothly.

Overall, these points are not major drawbacks, but areas where the product could still improve. Review collected by and hosted on G2.com.

What problems is Customerscore.io solving and how is that benefiting you?

Customerscore.io solves the problem of having customer data spread across multiple tools and systems. Before, it was very difficult to get a complete and reliable overview of our accounts, and in reality, a lot of important information was simply not used.

Our Account Managers didn’t have the time to manually collect and analyze all the different data points, which made it hard to identify risks or opportunities early on.

With customerscore.io, all relevant customer data is now centralized and structured in one place. This gives us a clear overview of each account and makes it much easier to prioritize and take action.

The main benefit is that we can work much more efficiently and proactively. We are faster at identifying potential churn risks and can focus our efforts where they have the biggest impact.

Their support is excellent and very responsive. They supported us closely during the implementation phase and helped ensure everything was set up properly. Whenever we had questions, we received quick and helpful answers, which made the whole onboarding process much smoother. Review collected by and hosted on G2.com.

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Gong

Gong

(6,512)4.8 out of 5

Gong

(6,512)4.8 out of 5

The patented Gong Revenue Intelligence Platform™ captures and understands every customer interaction, then delivers insights at scale, empowering revenue teams to make decisio

Top Customer Experience Software Result from Conversation Intelligence

Also listed in Revenue AI Platforms, Revenue Operations & Intelligence (RO&I), Sales Engagement, AI Sales Assistant, Sales Coaching


HL
“AI-Driven Sales Insights That Boost Team Performance and Deal Outcomes”
What do you like best about Gong?

What I like best about Gong is how it automatically captures and analyzes all sales conversations, giving us deep insights into customer interactions without manual effort. The platform’s analytics and AI‑driven insights help our teams improve messaging, identify risk or opportunity signals, and tailor coaching. Gong integrates smoothly with our CRM and other sales tools, and using it frequently has noticeably boosted team performance and deal outcomes. Review collected by and hosted on G2.com.

What do you dislike about Gong?

While Gong delivers powerful insights, some aspects of the user experience could be improved. The interface can feel overwhelming at first, especially for new users, because of the volume of data and features. Implementation and setup took some initial effort, and filtering or finding specific calls can sometimes be unintuitive. Overall it’s valuable, but smoother navigation and simpler onboarding would make it even better. Review collected by and hosted on G2.com.

What problems is Gong solving and how is that benefiting you?

Gong solves the problem of relying on subjective or incomplete feedback from sales calls by automatically capturing, transcribing, and analyzing all conversations. Before Gong, coaching and deal visibility were limited by what reps reported or managers observed directly, which caused inconsistencies. With Gong, we get objective, searchable insights into every sales interaction, enabling better coaching, faster ramp‑up for new reps, improved messaging consistency, and earlier identification of deal risks or opportunities. This has strengthened our sales performance and forecasting accuracy. Review collected by and hosted on G2.com.

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Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.

Top Customer Experience Software Result from CRM

Also listed in Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement


Suhaiv S.
SS
“Centralized Sales Process with Powerful Automation and Reporting”
What do you like best about Salesforce Sales Cloud?

What I like most about Salesforce Sales Cloud is how it centralizes the entire sales process in one place. It offers clear visibility into leads and opportunities, strong automation that cuts down on manual work, and customizable reports and dashboards that help sales teams make faster, data-driven decisions while improving overall productivity. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Sales Cloud?

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

What problems is Salesforce Sales Cloud solving and how is that benefiting you?

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

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Deliver excellent customer service with a 360-degree view of your customers, an enterprise grade knowledge base, agent productivity tools, service contracts & entitlements, an

Top Customer Experience Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Contact Center Quality Assurance, Conversational Support, Complaint Management, Customer Communications Management


AB
“Robust platform for customer support, but with a steep learning curve”
What do you like best about Salesforce Service Cloud?

I really appreciate how robust the automation features are. It integrates seamlessly with our existing databases and tools, making it incredibly easy to centralize all our customer data in a single place. The Omni-Channel routing is also a great feature that helps distribute the workload efficiently. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Service Cloud?

The learning curve is definitely steep. Because it has such a massive number of features, the ease of implementation isn't the best if you don't have a dedicated technical team. Sometimes the interface feels a bit overwhelming for new users until they get used to it. Review collected by and hosted on G2.com.

What problems is Salesforce Service Cloud solving and how is that benefiting you?

It mainly solves the problem of scattered customer information and repetitive manual tasks. By automating our ticket routing and keeping a centralized knowledge base, we avoid losing track of customer requests. This benefits us by significantly reducing our response times and improving the overall quality of our help desk. Review collected by and hosted on G2.com.

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Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it co

Top Customer Experience Software Result from CRM

Also listed in Conversation Intelligence, Business Scheduling, Sales Engagement, AI Sales Assistant, Sales Enablement


Ali H.
AH
“Customizable, Reliable, and Surprisingly Simple”
What do you like best about HubSpot Sales Hub?

Customizability, reliability, its complexity, and at the same time simplicity!

Also, Rubost API capabilities and integrations are awesome. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Sales Hub?

To be honest, support and sales are not always well-trained on the actual capabilities of the platform.

There were many times that we called and asked for a solution, and the answer was either completely irrelevant, a cold “No, it’s not possible,” or a push toward another package that did not really fit our needs.

What was frustrating is that after a bit of struggle and our own investigation, we often found that there actually was a decent solution already built, or at least something clearly prepared and thought through by the HubSpot design team.

For example, as a landscaping company, we really wanted to run the business in an address-oriented way. At first, it seemed like that was not possible. I spoke with sales multiple times, and there was no obvious solution presented to us. In the end, we did our own due diligence, realized that upgrading to Sales Enterprise would give us access to custom objects, and basically sold the higher package to ourselves because it was actually the logical solution for our business.

So in that case, we were the ones acting like the knowledgeable salesperson, understanding the platform well enough to justify the higher price tier because it truly solved our problem.

And you know what the next pitch was after that? Marketing Enterprise! Which is completely irrelevant to us at our current stage.

In summary, I think it would help a lot if sales and support had a deeper understanding of the actual capabilities across the platform. They should try to put themselves in our shoes and tailor a real solution to our business, instead of just blindly offering more packages and trying to maximize the contract value without really considering what we need.

It should feel more like dealing with us as a B2B business with specific operational needs, not like a B2C retail sales process.

Also, on the product side, I wish the UI were a bit more customizable. For example, it would be nice to rearrange custom object cards more freely, customize CRM ribbon icons, and generally have a bit more flexibility in how pages are structured visually.

And please stop sending reminder emails to deactivated users. There was a reason behind those deactivations!

Overall, considering everything, you are doing a lot of things well, and I appreciate the work. Please keep it up. Review collected by and hosted on G2.com.

What problems is HubSpot Sales Hub solving and how is that benefiting you?

It is a reliable database! which means everything. Also, we are trying to connect all of our other software to it and make it a true Hub! Review collected by and hosted on G2.com.

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Scorebuddy

Scorebuddy

(807)4.5 out of 5

Scorebuddy

(807)4.5 out of 5

Scorebuddy is a cloud-based quality assurance software that evaluates customer interactions across multiple channels, calls, emails, live chat, and social media.

Top Customer Experience Software Result from Contact Center Quality Assurance


John Mark M.
JM
“Intuitive, User-Friendly Scorebuddy That Simplifies Customer Support Evaluations”
What do you like best about Scorebuddy?

First of all the ease of use the scorebuddy, most of us find the interface intuitive and it is very user friendly. You can use it as it is hassle free and You navigate also use the system itself effectively. The Number of feautures it offers make the work simplier especially us working in customer support field, score buddy makes it easier and meet our deadlines as this is the frequent tool that we use to meet our targets when it comes in evaluating agents. Review collected by and hosted on G2.com.

What do you dislike about Scorebuddy?

Nothing. All I can say is, scorebuddy do the things for us. It helps us summarize everything and meet yje goals. Review collected by and hosted on G2.com.

What problems is Scorebuddy solving and how is that benefiting you?

I think it is the way of solving problems related to our work as a customer support. It helps us achive a quality calls and quality performance. This also helps us enhance ourquality assurance processes, improve agent performance, and ultimately boost customer satisfaction. Review collected by and hosted on G2.com.

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Apollo.io

Apollo.io

(9,478)4.7 out of 5

Apollo.io

(9,478)4.7 out of 5

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customer

Top Customer Experience Software Result from Sales Intelligence

Also listed in Calendar, Account Data Management, Sales Performance Management, Visitor Identification, Email Deliverability


Moises  R.
MR
Original Information
“Apollo: My Go-To Tool for Accurate Lead Data”
What do you like best about Apollo.io?

What I love most about Apollo is that, out of all the tools I use daily for lead generation, it consistently provides the most accurate and up-to-date contact information. Review collected by and hosted on G2.com.

What do you dislike about Apollo.io?

While I find Apollo to be a valuable tool, I've noticed that sometimes Sales Navigator's search engine pulls up a few more contacts than Apollo does. Although this isn't a frequent occurrence, it's something to keep in mind. Additionally, when extracting information from contact profiles on devices with less powerful processors, the process can be a bit slow, especially when opening multiple sub-tabs. Review collected by and hosted on G2.com.

What problems is Apollo.io solving and how is that benefiting you?

Apollo.io has significantly streamlined our process of finding decision-makers within previously prospected companies. Previously, we relied on multiple tools that lacked the same level of accuracy, resulting in a significant waste of time. With Apollo's 20-23 search filters, including the valuable criteria of 'Likely to engage' and 'verified', we've dramatically reduced the time spent finding valid email addresses. Review collected by and hosted on G2.com.

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Zoho Desk

Zoho Desk

(7,405)4.4 out of 5

Zoho Desk

(7,405)4.4 out of 5

Zoho Desk pulls in all your customer interactions from across multiple channels into a single, clean interface. You can then seamlessly continue these conversations and help c

Top Customer Experience Software Result from Help Desk

Also listed in AI Customer Support Agents, Customer Self-Service, Social Customer Service, Complaint Management, Live Chat


Sathish K.
SK
“Powerful Multi-Channel Support with Seamless Workflows and Integrations”
What do you like best about Zoho Desk?

The multi-channel support — handling tickets from email, phone calls, social media, walk-ins, and bots — makes it a one-stop solution for any customer support operation. The email-to-ticket conversion works seamlessly, ensuring no customer query goes unnoticed.

The Blueprint feature is a game changer for teams that follow structured workflows. It enforces process compliance and ensures every ticket follows the right path from creation to resolution.

API & Integration:

Zoho Desk's REST API is well-documented and powerful, making it easy to integrate with third-party tools and build custom automations using Deluge scripts.

Room for improvement:

Some API endpoints have limitations, such as the inability to directly assign SLAs programmatically. Better documentation on edge cases would also be helpful. Review collected by and hosted on G2.com.

What do you dislike about Zoho Desk?

The API documentation lacks clarity in certain areas. Some endpoints behave inconsistently — for example, fields that are visible in GET responses cannot always be updated via PATCH, which can be frustrating during development and custom integrations. Review collected by and hosted on G2.com.

What problems is Zoho Desk solving and how is that benefiting you?

Before Zoho Desk, managing customer complaints and support requests was a challenge. Emails were getting lost, response times were inconsistent, and there was no clear visibility into ticket status or agent performance.

Zoho Desk has transformed the way we handle customer support in the following ways:

Centralized Ticket Management:

All customer queries from multiple channels — emails, calls, walk-ins, and social media — now flow into a single platform. Nothing gets missed and every complaint is tracked from start to finish.

Faster Response Times:

With SLA management and automated escalations, we are now able to ensure tickets are responded to and resolved within committed timelines. Breaches are flagged immediately and escalated to the right person automatically.

Better Accountability:

Round robin assignment ensures fair distribution of tickets among agents. Managers can now clearly see who is handling what and how long it is taking to resolve issues.

Process Compliance:

The Blueprint feature enforces structured workflows, ensuring every ticket follows the correct process before being closed. This has significantly reduced errors and improved service quality.

Custom Automations:

Using Deluge scripting and APIs, we have built custom approval workflows, automated task assignments, and integrated Zoho Desk with other internal tools — saving hours of manual work every day.

Overall, Zoho Desk has helped us deliver faster, more consistent, and more accountable customer service. Review collected by and hosted on G2.com.

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B2B Rocket

B2B Rocket

(298)4.8 out of 5

B2B Rocket

(298)4.8 out of 5

B2B Rocket is an AI-driven sales automation platform designed to streamline the B2B sales process by automating lead generation, engagement, and conversion. By leveraging prop

Top Customer Experience Software Result from AI Sales Assistant

Also listed in AI SDRs


Eurie jay P.
EP
“Clean, Intuitive AI Agent Management with Outstanding Customer Support”
What do you like best about B2B Rocket?

It is very approachable, with a clean and intuitive dashboard that makes managing AI agents easy. Training the agents to reflect our brand’s voice was simple, and deploying them across various channels was hassle-free. The customer support team is outstanding—patient, knowledgeable, and quick to respond, which made the entire process much smoother. The platform supports multiple AI agents simultaneously, allowing us to cover different aspects of customer engagement efficiently. Review collected by and hosted on G2.com.

What do you dislike about B2B Rocket?

Occasionally, platform updates cause brief interruptions or minor glitches. While these are usually fixed quickly, they can temporarily disrupt workflow. Some users might find the initial training of AI agents time-consuming as it requires detailed input for best results. Review collected by and hosted on G2.com.

What problems is B2B Rocket solving and how is that benefiting you?

It automates repetitive customer interactions and data management, freeing me to focus on creative strategies and higher-value work, improving overall productivity. Review collected by and hosted on G2.com.

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Pipedrive

Pipedrive

(2,952)4.3 out of 5

Pipedrive

(2,952)4.3 out of 5

Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on se

Top Customer Experience Software Result from CRM

Also listed in Email Marketing, Sales Analytics, Sales Performance Management, Email Tracking, Online Form Builder


Vishakh V.
VV
“Practical CRM with Easy Drag-and-Drop”
What do you like best about Pipedrive?

I totally enjoyed using Pipedrive because it's the most practical CRM I've used so far. I appreciate its very clean interface, especially on the deals page, and the ability to easily drag and move deals, which is something I like a lot. The tool is not complicated, making it easy to use and I find it a lot more easier to use than bigger CRM organizations like Salesforce. The ease of moving leads from one stage to another with the drag-and-drop feature is really helpful. I find it less complicated, allowing me not to waste a lot of time and making it very easy for me to manage. The initial setup was extremely easy, and we didn't face any issues. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

I don't think there's anything that doesn't work well on Pipedrive. Probably the link with the calendar. I remember there was a time I deleted a task on Pipedrive and it also deleted my calendar event. Although I was able to restore it, maybe there could be a warning before doing that. Review collected by and hosted on G2.com.

What problems is Pipedrive solving and how is that benefiting you?

I find Pipedrive practical, with a clean interface and simple drag-and-drop feature that makes deal management easy and intuitive, saving time. It's less complicated than other CRMs like Salesforce. Review collected by and hosted on G2.com.

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SurveyMonkey is a leading survey and feedback management solution, trusted by millions of users across more than 300,000 organizations around the world. SurveyMonkey and its A

Top Customer Experience Software Result from Survey

Also listed in Online Form Builder, Feedback Analytics


MANOJ M.
MM
“SurveyMonkey’s Built-In Analytics Turn Responses Into Clear Insights”
What do you like best about SurveyMonkey?

The most helpful aspect of SurveyMonkey is its ability to turn responses into clear insights through built-in analytics and reports. It allows users to easily track responses, analyze trends, and visualize data using charts and summaries. The platform also supports different survey formats and distribution options, which makes it convenient for collecting feedback from customers, employees, or research participants. Customer Support is very good. Review collected by and hosted on G2.com.

What do you dislike about SurveyMonkey?

One downside of SurveyMonkey is that some advanced features and detailed analytics are only available in the paid plans. In the free version, there are limitations on the number of questions and responses you can view, which can restrict more complex surveys. Additionally, customization options for survey design could be more flexible in certain cases. Review collected by and hosted on G2.com.

What problems is SurveyMonkey solving and how is that benefiting you?

SurveyMonkey solves the challenge of efficiently collecting and analyzing feedback from a large group of people. Instead of manually gathering opinions or responses, the platform allows users to quickly create surveys, distribute them to different audiences, and automatically collect responses in one place. This helps save time and ensures that feedback is organized and easy to analyze. For me, it is beneficial because it provides clear insights through reports and visualizations, making it easier to understand trends and make informed decisions based on real data. Review collected by and hosted on G2.com.

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Resonate CX

Resonate CX

(469)4.6 out of 5

Resonate CX

(469)4.6 out of 5

Resonate CX helps to meet the customer's needs by operationalizing their voice. It provides tools which help to manage VoC, CX, NPS and employee experience programs.

Top Customer Experience Software Result from Experience Management

Also listed in Feedback Analytics, Survey, Employee Engagement


Jenni G.
JG
“Customer Sentiment Insights That Help Us Pivot and Celebrate Team Wins”
What do you like best about Resonate CX?

While I value all the features of the platform, I am particularly impressed by its strong focus on customer sentiment. Working within the care sector, it is essential that we actively listen to parents’ needs—recognising that those needs can evolve rapidly. The platform enables us to respond with agility, adjusting both our focus and our communication as expectations change.

The ability to maintain clear oversight across the organisation—whether at regional level, cluster level, leadership groups, or individual sites—supports both efficient high-level reviews and more targeted, site-specific support where required.

We use the platform not only to identify opportunities for improvement across the organisation and within individual centres, but equally to recognise and celebrate the positive, affirming feedback received by our teams.

The implementation process was seamless, and embedding the system into our daily operational rhythms was straightforward.

Introducing the expectation of daily engagement and a 24-hour timeframe to “close the loop” initially felt ambitious. However, this discipline has proven to be a key driver of the platform’s success.

By setting clear expectations from the outset, we achieved full adoption across the business. The consistent, timely follow-up has strengthened accountability, enhanced responsiveness to parents, and ensured the platform delivers meaningful, measurable impact.

The integration with Google Reviews has been truly transformative. Parents are often time-poor and, even when they genuinely value your service, may not prioritise leaving a public review. The ability for them to complete a survey and seamlessly opt to publish a Google review at the same time significantly reduces friction in the process.

This functionality not only increases the volume and visibility of authentic feedback, but also strengthens our online reputation, enhances credibility within the community, and supports prospective families in making informed decisions.

The customer support provided at implementation was particularly valuable, ensuring the team developed a strong understanding of how to maximise the platform’s capabilities from the outset.

It now forms an integral part of our KPI reporting, and seeing each centre’s NPS score increase month on month is both rewarding and motivating. Review collected by and hosted on G2.com.

What do you dislike about Resonate CX?

There is not a single feature of the platform that I do not value. Its continuous updates consistently enhance efficiency, making the review and analysis of information increasingly streamlined over time. Review collected by and hosted on G2.com.

What problems is Resonate CX solving and how is that benefiting you?

The platform provides early insight into parents’ pain points. We use this data alongside other key business metrics to build a complete set of business insights and an overall view of what’s happening. The customer’s “voice” can then be used as the foundation for daily or weekly communications with customers. Review collected by and hosted on G2.com.

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Close

Close

(2,009)4.7 out of 5

Close

(2,009)4.7 out of 5

Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals

Top Customer Experience Software Result from CRM

Also listed in Customer Communications Management, SMS Marketing, Sales Engagement, AI Sales Assistant, Outbound Call Tracking


Ishan S.
IS
“Helps me keep patient enquiries and follow ups in one place”
What do you like best about Close?

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time.

I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending.

For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

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CRMOne

CRMOne

(1,045)4.8 out of 5

CRMOne

(1,045)4.8 out of 5

CRMOne is a comprehensive customer relationship management (CRM) software designed to streamline business operations and enhance customer interactions. It offers a user-friend

Top Customer Experience Software Result from CRM

Also listed in Business Scheduling, Website Builder


AN
“A Complete CRM Solution for Growing Teams”
What do you like best about CRMOne?

CRMOne offers a clean and user-friendly interface that makes it easy to manage leads and customer data in one place. The customizable workflows and organized dashboards help sales teams stay aligned and work more efficiently, while the support team is responsive whenever assistance is needed. Review collected by and hosted on G2.com.

What do you dislike about CRMOne?

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

What problems is CRMOne solving and how is that benefiting you?

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

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