Customer Retention Software

Cust uses AI to detect churn risk and pinpoint expansion opportunities by analyzing email, CRM, tickets, calendars and data warehouses, producing continuous account health scores, prioritized actions with reasoning, one‑click automations and integrations for customer success and revenue teams.

Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.

Userpilot: Empowering engagement through guided onboarding & personalized features, fostering customer retention & growth experimentation.

CustomerIQ captures and transcribes emails, calls, and meetings from Gmail, Outlook, phone systems, and insurance AMS or Salesforce. It auto‑creates real‑time CRM records, drafts follow‑up messages, prioritizes actions, and offers coaching insights to improve response times and pipeline visibility.

Intercom's Knowledge Base Software optimizes self-service support through AI chatbot suggestions, customizable multi-channel assistance, multilingual options, and continuous content enhancement via feedback loops, ultimately improving customer experience and issue resolution efficiency.

Convoso is an AI-driven call center software offering predictive, preview, and manual dialing. It features campaign management, compliance tools, and integrates with CRMs to enhance contact rates across various industries like BPO, finance, and insurance.

Kustomer unifies customer data, conversations, and history into a single timeline, combining native AI agents with human-agent collaboration to automate omnichannel support, route workflows, provide real-time agent assist, and surface intent-driven analytics for CX optimization.

Carepatron AI unifies electronic health records, practice management, and billing into one platform for solo practitioners and teams. It offers patient portals, telehealth, automated scheduling, clinical templates, coding tools, and AI‑driven workflow prioritization to reduce admin workload.

Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.

Salesforce is a cloud CRM that centralizes customer, transactional and engagement data and uses agent-based AI (Agentforce) to automate lead qualification, case resolution, predict outcomes, recommend next-best actions and orchestrate multi-step, industry-specific workflows.

Distribute records sales calls and, within 30 seconds, creates a branded follow‑up page featuring an AI‑generated email, pricing, ROI calculator, and next‑step guide. It tracks viewer engagement and syncs with calendars, CRMs, and screen‑recording tools, cutting admin time.

Velaris is an AI‑native customer‑success platform that consolidates contacts, accounts and parent company data into a single view, provides predictive health scores and conversation analytics, and lets teams build automated journeys via a visual workflow builder.

Contrast allows users to quickly create and host live or pre‑recorded webinars with branded pages, interactive widgets, and local FullHD recording. HubSpot integration syncs attendee data, while AI repurposes sessions into posts, clips, or subtitles, feeding engagement metrics to the CRM.

B2Metric consolidates event, transactional, and behavioral data into a single source, enabling AI‑driven segmentation, churn prediction, and LTV modeling. Real‑time funnel analytics and multichannel campaign tools optimize conversions without manual data prep.

AtZ CRM is an AI-driven recruitment software that combines ATS and CRM functionalities, streamlining hiring workflows with automation, smart resume parsing, customizable pipelines, and detailed analytics for efficient candidate management and communication.

Lightfield.app is an AI-native CRM that auto-captures all customer interactions and builds continuous account context. It generates pipelines, drafts outreach, and scores accounts to reduce manual data entry and prioritize sales actions.

Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.

Koncert is an AI‑powered dialing platform for high‑volume, low‑latency B2B calls, offering modes such as AI Parallel, Flow, and Agent‑Assisted. It delivers multi‑channel cadences, AI script creation, data enrichment, real‑time caller‑ID heat maps, remote coaching, analytics, and CRM integration.

Ortto is an AI-powered tool that helps businesses build custom multi-channel customer journeys by unifying data and enabling audience segmentation, offering features such as journey builders, analytics, email and SMS marketing, in-app messages, pop-ups, surveys, forms, and more, with a user-friendly

Spokk logs customer visits, sends timed feedback requests, auto‑creates compliant review drafts, manages loyalty points, and distributes referral links—all via SMS, QR, API, or HubSpot, streamlining engagement for service‑based businesses.

ModMed Patient Engagement centralizes patient communication and automates front‑desk tasks with app‑free two‑way texting, call‑to‑text, 24/7 online scheduling, automated reminders, EHR‑synced digital intake, payment links, AI message routing, and retention outreach.

Canny is a customer feedback management tool that centralizes user input, streamlines feature request tracking, and integrates with project management platforms. It helps teams make informed decisions and communicate updates through customizable roadmaps and changelogs.

ClientZen aggregates customer feedback from tickets and reviews, analyzing it to surface spikes and recurring issues. It delivers instant contextual answers via Mantra AI and generates VoC reports, integrating with Zendesk for a unified customer journey view.

Richpanel is an AI-powered e-commerce customer service tool that provides a unified platform for multichannel support, automation, analytics, and integrations. Its advanced AI features accelerate response times, boost efficiency, and optimize customer support processes.

BoldDesk centralizes ticketing, live chat, and omnichannel messages into one inbox. An autonomous AI agent handles ~40 % of tickets, while a copilot drafts replies and suggests knowledge‑base content. Built‑in automation updates CRM, processes refunds, and speeds response times.

MailChimp's AI Marketing Platform offers sophisticated automation for email campaigns, featuring audience segmentation, analytics, personalized content, customer targeting, customizable templates, and smooth app integration to boost industry-wide campaign effectiveness.

Markopolo tracks anonymous visitors, analyzes 384 signals, and predicts purchase intent. It delivers real‑time 1:1 outreach via email, SMS, WhatsApp, voice, and push, plus instant cart recovery. Supports 50+ languages, cultural intelligence, and integrates with existing systems for unified journeys.

Kaizan is an AI-driven tool that enhances client relationship management by using advanced language models and conversational intelligence to detect risk, increase revenue, and provide insights for client retention and growth.

unitQ aggregates support tickets, analytics, social media, and surveys across languages, using AI to transform feedback into actionable insights. Dashboards track trends, prioritize roadmaps, trigger alerts, automate issue resolution, and link customer behavior with friction points for faster produc

Lucidly converts post-sale CRM, analytics, support, billing and warehouse data into centralized account signals, using AI agents to monitor health, automate renewal/expansion playbooks, forecast NRR, and deliver account-level insights and Slack alerts.

Leader CRM automates lead capture and contact enrichment from calls, messages and calendar events, extracting caller details, social profiles and recent news. In-call actions, scheduling and proposal automations, integrations and AI insights streamline follow-ups and prioritize leads.

Coher is an AI tool that automates customer support, resolves up to 60% of tickets, provides personalized answers, and optimizes customer flow.

SurveySparrow gathers survey responses from email, social media, web widgets, and messaging apps. It applies NLP to produce actionable insights for marketing, product, sales, and support teams, while ticketing and reputation tools close feedback loops in real time.

Teloz consolidates calls, chat, video, and fax into an omnichannel interface, automating routing with an ACD engine and tools like sentiment analysis. It integrates with CRM, offers real‑time analytics, and supports multi‑device sync for efficient customer service.

Recart offers Shopify merchants SMS marketing and lightweight opt-in popups with A/B testing, automated flows for welcome, abandonment, fulfillment and replenishment, segmentation and integrations, plus analytics and migration support to grow subscriber lists and recover revenue.

merge.devis a get touch: an AI chatbot and conversational platform that automates lead generation and customer support across web chat, SMS, and social channels, with built-in CRM syncing and analytics for sales and marketing teams.

SwiftERM automates email personalization by analyzing purchase and browsing data to predict next likely purchases. It schedules optimal send times and delivers real‑time recommendation campaigns, increasing order value, boosting customer lifetime value, and reducing churn for eCommerce.

OneContact unifies voice, chat, WhatsApp, and social media into a single contact‑center interface, offering real‑time agent assistance, bot automation, sentiment analysis, quality monitoring, workforce optimization, and CRM integration for global scalability.

Otto is an AI-powered email creation tool that helps organizations improve their marketing efforts and predict results.

Retellio is an AI tool that analyzes customer calls to create a weekly podcast of key insights, helping leaders stay informed without manual effort. It integrates with platforms like Salesforce and HubSpot, delivering actionable customer feedback directly to your podcast app.

Clari Revenue Platform optimizes revenue operations with features like pipeline management and automated CRM updates. It provides insights on buyer activity, enhances forecast accuracy, and fosters collaboration across sales, marketing, and customer success teams to drive growth.

24]7.ai Engagement Cloud is an AI-powered omnichannel CX platform for campaign management, conversation automation, generative AI, interaction analytics and agent assist, enabling personalized acquisition and self-service across web, chat, voice and video to improve resolution and efficiency.

Klynk Orchestra centralizes customer success operations, automating onboarding, detecting renewal risks, tracking usage, and generating QBR decks. It integrates with Salesforce, HubSpot, Gainsight, ChurnZero, and more for predictive analytics and proactive engagement.

ScoreApp lets users create quizzes, assessments, waitlists, webinars, video courses, and surveys with a drag‑and‑drop interface and instant scoring logic. It integrates with HubSpot, Salesforce, and ActiveCampaign, tracks funnel performance, and supports A/B testing.

Smartlead is an AI‑driven cold‑outreach platform that unifies email, call, and SMS campaigns into one inbox. It automates warm‑ups, IP rotation, lead research, personalized messaging, CRM updates, and deliverability analytics to keep messages in primary inboxes.

Responso is an AI-driven helpdesk tool for e-commerce that automates up to 70% of customer inquiries, streamlines communication across platforms, and simplifies returns and refunds, while providing comprehensive reporting for enhanced service efficiency.

Cirrus Insight syncs email and calendar activity with Salesforce, providing an inbox Salesforce sidebar, two-way calendar sync, smart scheduling, meeting AI for briefs/transcripts, buyer intent signals, and email templates/blasts to streamline CRM updates and outreach.

ChattySurvey is an AI‑powered platform that creates conversational surveys, automatically generating personalized follow‑ups to boost response rates. It delivers real‑time sentiment analysis, root‑cause insights, and actionable recommendations for product, marketing, and support teams.

Insight7 uses AI to convert recorded calls into actionable insights, providing automated analytics, quality scoring, real‑time queue metrics, customer journey mapping, revenue signals, AI coaching, and secure compliance, cutting manual analysis from days to minutes.

Robly is an AI‑powered email marketing platform offering automated campaigns, customizable templates, and responsive landing pages. It provides dynamic content, advanced segmentation, exit‑intent forms, and real‑time analytics to optimize subscriber engagement and campaign performance.