List of the Top 21 Customer Experience Software for Microsoft 365 in 2026

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

Smaply is an innovative software solution designed for journey mapping that offers enhanced flexibility, customization options, and comprehensive Journey Management features. This tool facilitates the creation of detailed customer journey maps while allowing users to dissect the customer experience at each step. Users can enrich each touchpoint with vital elements, visualizing the journey through images, text, emotions, KPIs, and various metrics. By incorporating pain points, potential solutions, and new opportunities, users can obtain insights more efficiently. Additionally, the portfolio graph within the workspace allows for effective tracking, ensuring that users maintain an overview and can prioritize tasks effectively. As a result, journey maps are not merely seen as deliverables; instead, they become integral to the service development process, positioning journey mapping at the heart of organizational strategies. This shift underscores the importance of understanding customer experiences in driving business success.

Vtiger serves as a comprehensive solution that empowers Sales, Marketing, and Support teams to work together seamlessly, enhancing the overall customer experience. By centralizing customer information, Vtiger ensures that every team member has access to a holistic view of the customer. With over 300,000 businesses utilizing Vtiger CRM, it plays a vital role in boosting revenue, fostering customer loyalty, and enhancing team effectiveness, effectively eliminating the silos that often exist between sales, marketing, and support departments. Vtiger's All-in-One CRM enables teams to craft unforgettable interactions throughout the entire customer journey, ensuring that all aspects of customer engagement are covered. Marketing teams are tasked with capturing and nurturing leads, while sales teams can efficiently score, track, and finalize deals. Furthermore, support teams benefit from the ability to review customer histories, allowing them to deliver outstanding assistance whenever needed. Additionally, Vtiger's integrated approach helps to streamline communication and collaboration, creating a more unified and responsive organization.

Established in 2008 by a group of professionals specializing in customer support, TeamSupport has developed its ticketing and live chat solutions based on the principle that customers are essential to any business's success. Throughout the past twenty years, we have evolved with our clients, providing cutting-edge solutions designed to enhance their workflows, improve efficiency, and ultimately ensure high customer satisfaction rates. Our commitment to innovation is reflected in our ongoing integration of new AI and automation features, which enable support agents to reduce time spent on repetitive tasks. This focus allows them to dedicate more energy to nurturing robust customer relationships, fostering business growth and sustainability for the long term. As technology continues to advance, we remain dedicated to empowering our clients through strategic enhancements in their support processes.

QLess specializes in software solutions for appointment scheduling and queue management, enhancing the customer experience significantly. With their queue management software, customers have the flexibility to wait in places they prefer—be it at home, work, or even a nearby café—rather than in a packed waiting area. The process begins when customers enter a virtual queue through the online platform, where they receive estimated wait times and notifications that keep them informed as they approach the front. Additionally, their appointment scheduling software enables customers to book appointments and accommodates walk-ins based on available slots. As customers near their appointment time, QLess automatically queues them in the virtual line, ensuring a smooth transition. This interactive software facilitates communication between staff and customers, allowing clients to request more time if needed while also enabling staff to inform customers of any delays. This system not only streamlines the appointment process but also improves overall customer satisfaction by minimizing wait times and enhancing communication.

Kore.ai is an enterprise-focused AI platform designed to help organizations build, deploy, and manage intelligent AI agents across a wide range of business functions. The company’s flagship Agent Platform, Artemis, serves as the foundation for creating agentic AI applications that support customer service, employee productivity, and operational automation initiatives. The platform provides tools for AI agent development, enterprise search, workflow orchestration, governance, and centralized administration. Businesses can use pre-built applications tailored to industries such as banking, healthcare, retail, human resources, recruiting, and IT, enabling faster adoption of AI technologies. Kore.ai also offers application accelerators through its marketplace, which includes AI agents, templates, and integrations that reduce implementation time and complexity. Organizations can build customized solutions that align with their unique business requirements while leveraging enterprise-grade infrastructure. The platform supports large-scale deployments and is designed to operate in highly regulated environments where security, compliance, and reliability are critical. Kore.ai integrates with leading technology ecosystems including Microsoft Azure, AWS, Microsoft Teams, Microsoft 365 Copilot, Amazon Bedrock, and Amazon Connect. Its AI capabilities help automate customer interactions, streamline employee support, improve information retrieval, and optimize business processes. The company serves global enterprises across multiple industries and supports organizations seeking to establish AI-powered digital workforces. Kore.ai enables businesses to accelerate AI adoption while maintaining the governance, scalability, and operational controls required for enterprise environments.

Enterprise survey software is available in 150 nations, allowing you to gather valuable insights and obtain meaningful feedback. You can evaluate employee experience (EX), customer experience (CX), and overall engagement effectively. With shareable reports, dashboards, and alerts, you can ensure a comprehensive approach to closing the feedback loop. The initial phase involves data collection, but the true advantage comes from how efficiently you can report on this data. Our platform offers real-time reporting capabilities, enabling you to identify trends promptly and acquire profound insights that can enhance your organizational processes. After generating your report, you can easily distribute it to others. The platform allows you to create various share links with specific filters tailored to what information you want your audience to access, depending on your operational data, hierarchy, and structure. Integration options include Slack, Zendesk API, and several CRM systems, with no limit on the number of users. The software supports 49 languages, making it accessible to a wide range of users. Notable clients include L'Oreal, Toyota, Allegiance Bank, Sony, and the Government of Canada, showcasing the diverse sectors that benefit from this solution. This flexibility and accessibility make it an indispensable tool for organizations worldwide.

Delighted offers a comprehensive solution for enhancing customer experience, catering to both rapidly growing firms and well-established corporations like Allbirds, Instacart, Invision, Opentable, and Affirm, by enabling them to boost customer loyalty through effective feedback mechanisms. Feedback from customers can be seamlessly integrated into your business strategy in a matter of minutes rather than taking weeks. You can effortlessly tailor NPS, CSAT, and CES survey templates using Delighted. Surveys can be dispatched directly to customers through various channels, including email, SMS, in-app notifications, or via a link. Additionally, the platform allows for quick integrations, enabling you to set up surveys and incorporate real-time feedback into your existing systems like Slack, Salesforce, Shopify, Stripe, Hubspot, and many others. Utilize AI-driven survey text analysis along with pre-made reports to identify trends that require urgent attention. Furthermore, you can receive immediate notifications and customizable email digests by department, ensuring that crucial feedback reaches the appropriate team members who can implement necessary changes. This streamlined approach not only enhances customer engagement but also empowers businesses to act swiftly on valuable insights.

Your clients are entitled to a superior interaction experience. Zoho CRM Plus acts as an all-encompassing platform for customer experiences, enabling you to deliver exceptional service to every client at every stage of their journey, ultimately transforming them into dedicated supporters of your brand. Engage with customers across multiple channels as they progress through their lifecycle. Ensure that you maintain the right context on various platforms while receiving instant updates. Facilitate seamless conversations among different teams within a unified discussion thread. An exceptional customer experience begins by aligning all teams and prioritizing customer needs in every aspect of your business. Zoho CRM Plus integrates your marketing, sales, and support teams, providing them with vital tools to reach this objective. By leveraging Zia, Zoho's AI-powered voice assistant, teams can collaborate more effectively; it aids in predicting business trends, suggesting the best times to contact customers, analyzing sentiments from emails and tickets, and delivering valuable business insights through dashboards. With these advanced capabilities at your disposal, you will not only enhance customer satisfaction but also cultivate enduring relationships that yield significant advantages for your organization. Moreover, this holistic approach ensures that every interaction is meaningful, leaving a lasting impression on your clients.

Engage your customers at every stage of their journey through both voice and digital channels such as chats, SMS, email, and social media platforms. By seamlessly integrating business communications with your operational systems, you ensure that employees have access to crucial information at each customer interaction point. With CoreInteract’s intuitive drag-and-drop interface, managing workgroups and routing rules tailored to your business requirements becomes a straightforward task. You have the ability to prioritize and sequence which workgroups will handle incoming customer inquiries, enhancing efficiency. Additionally, CoreInteract allows you to coordinate your interactions directly within Teams, eliminating the need for separate desktop applications. Team members can easily differentiate between customer and internal calls, as workgroup calls are clearly labeled. Moreover, CoreInteract can pull up a customer record from Dynamics 365 for every answered call, providing enhanced oversight of customer data and enabling direct calls to customers through Dynamics 365, thereby streamlining the engagement process even further. This holistic approach ensures that your team is always well-prepared to meet customer needs effectively.

JRNI is a comprehensive platform designed to enable the scheduling and management of tailored experiences on a large scale. It features applications that support appointments, virtual queueing, and various events, alongside providing exceptional analytics capabilities. By utilizing JRNI, businesses can enhance both remote and in-person experiences, leading to increased revenue, improved profitability, better operational efficiency, strengthened customer relationships, and heightened customer satisfaction. This platform empowers organizations to transition from merely selling products to delivering distinctive experiences through the effective management of personal services. JRNI is trusted by prominent companies like Urban Outfitters, Visions Credit Union, and U.S. Bank to scale their personalized offerings efficiently. Explore our services at https://www.jrni.com and discover how we can transform your customer engagement strategy.

At SightCall, we understand that enhanced visibility leads to superior service, encapsulated in our motto: see more, solve faster, serve better. By utilizing enriched video capabilities, SightCall empowers you to provide immediate assistance, ensuring exceptional customer experiences consistently. With our platform, your agents and technicians can address customer inquiries more efficiently through real-time, guided interactions. The integration of live video along with augmented content helps to elevate the quality of service you provide, guaranteeing remarkable experiences with every interaction. Count on a robust platform that operates on a secure global network, offering reliability whenever and wherever it is required, allowing you to focus on what truly matters—your customers.

Mosaic enables digital interactions across multiple platforms, whether they are operated by our experts or used independently by clients. Once implemented, it provides universal access to its features. With Mosaic, your customers can effortlessly automate their interactions with your brand through sophisticated virtual assistants. Our robust enterprise capabilities are built on extensive industry expertise, serving businesses of all sizes and across various sectors. Regardless of whether communication is inbound or outbound—via voice, text, social media, or email—our cloud-based solution guarantees quick and easy activation, allowing for a rapid start. Mosaic designs personalized and smooth experiences for your clients whenever they contact you, similar to having your most skilled employee involved in every interaction to handle questions and facilitate transactions. We provide lifecycle managed services using a collaborative and pragmatic approach to ensure Mosaic is delivered effectively. Our dedicated Intrado Success Coaches are instrumental in keeping the software updated with the latest features and controls, while also integrating industry best practices to optimize performance and enhance user satisfaction. This comprehensive assistance not only reinforces the quality of customer engagement provided by Mosaic but also ensures that clients receive continuous support and improvements over time. Ultimately, our commitment to excellence is reflected in every interaction facilitated by Mosaic.

RingCentral's RingCX is a sophisticated contact center solution that utilizes artificial intelligence to enhance customer service and streamline communication. By consolidating voice, video, and over 20 digital channels into a single platform, it enables agents to engage with customers through their preferred communication methods. The incorporation of RingSense AI further enriches the customer experience by delivering real-time insights, automating various processes, and assisting agents throughout the customer journey, which leads to increased efficiency for agents and higher levels of customer satisfaction. Businesses can easily implement RingCX due to its user-friendly interface and quick setup process, often achieving full integration within just a few days. With a competitive price starting at $65 per user per month, the service includes unlimited calling and access to vital contact center features. This solution is also designed to adapt and scale alongside business growth, making it a versatile option for organizations of any size. Overall, RingCX not only enhances operational efficiency but also fosters a more effective customer interaction experience.

Our appointment scheduling and visitor management platform, designed for enterprise use, seamlessly integrates both in-person and online interactions. It offers features such as self-service booking, curbside pickup, online and in-person queuing, callback requests, wait time monitoring, virtual meeting support, and integration with contact centers. This tailored experience, whether experienced physically or online, boosts client interaction, creates additional revenue opportunities, and optimizes workforce management. Additionally, it delivers crucial insights that organizations often miss when relying solely on their CRM systems or calendars. Acting as a smooth interface, we enhance the functionality of existing technologies, fostering meaningful connections through a streamlined engagement process that simplifies interactions for all users. By bridging the gap between various platforms, we ensure a cohesive experience for both clients and staff.

TTS enhances the digital user adoption and learning solutions for corporations, enabling swift integration of intricate processes and associated technologies like SAP, Oracle, Salesforce, and ServiceNow. By promoting a culture of "learning on demand" and offering performance support throughout the organization, businesses can move away from hoarding knowledge. This approach not only streamlines the learning process but also significantly shortens the period required to achieve a return on their technology investments. Ultimately, embracing these solutions leads to a more agile and informed workforce ready to tackle challenges efficiently.

The customer experience management platform enables organizations to scale customer-focused strategies effectively, allowing brands to listen, learn from, and delight their customers on a larger scale. By empowering over 10,000 frontline workers within major enterprises, it improves customer interactions across four continents. Drawing from our extensive experience in enhancing customer experiences, we have successfully implemented feedback initiatives across diverse sectors, including marketing, customer experience, digital solutions, and group operations. In addition, we utilize our broad expertise to help partners integrate data across various departments, generating new insights that lead to impactful outcomes. The Resonate CX Platform provides a comprehensive solution for managing customer experiences, adeptly addressing both complexity and scale. Its standout analytical capabilities allow for the visualization of customer data, incorporating both structured and unstructured information, such as ratings and comments, all within a unified platform. This integrated approach not only facilitates a deeper understanding of customer interactions but also equips organizations to respond more effectively to evolving customer needs. Ultimately, the platform fosters a culture of continuous improvement in customer engagement.

C1 Connected Experience (C1CX) represents a transformative approach aimed at enhancing interactions among employees, customers, and technology by leveraging generative AI to accelerate automation and employing advanced collaboration tools to elevate work quality. With its advanced orchestration capabilities, C1CX allows organizations to seamlessly integrate these innovative features into their existing structures, facilitating modernization without the need to completely overhaul current technology investments, thus reducing associated risks. This thoughtful approach ensures smooth and integrated interactions across various channels and transitions, guaranteeing a uniform experience for all users. By tapping into the potential of C1 Elly™, C1's enterprise AI platform, C1CX not only speeds up the adoption of automation but also drives significant business growth while boosting engagement for both employees and customers alike. In a rapidly changing digital environment, C1CX equips organizations with the necessary tools to maintain a competitive edge and adapt to evolving market demands effectively. Through this initiative, businesses can enhance their operational efficiency and foster a culture of innovation.

Zingly equips your clientele with advanced AI features, allowing your enterprise to expand without limits, increase profits, and substantially reduce costs. Wave farewell to extended waiting periods and welcome immediate communication opportunities. By interacting with customers through both web and mobile platforms at any hour, you not only enhance revenue but also nurture loyalty while optimizing expenses. This groundbreaking method integrates digital technology, AI, and telephony into a unified collaborative customer interface, transforming the concept of omnichannel communication. By strategically activating agents, you can achieve meaningful business outcomes, lessen customer obstacles, and unlock new revenue streams. Benefit from continuous sales and support, enrich customer engagements, and optimize your return on investment. Tailor your services to meet the pace of your customers, delivering a uniquely personalized and cooperative experience for everyone. Zingly emerges as a faster, more affordable, secure, and efficient choice over traditional chatbots available today, positioning your business for success in a challenging market. Moreover, the platform's versatility allows for seamless integration with existing systems, ensuring a smooth transition and immediate benefits.

A cloud contact center solution driven by AI, this platform enhances communication through innovative, personality-based routing. It efficiently consolidates multichannel customer interactions into a single conversation thread. Vocalcom represents the intersection of digital engagement and artificial intelligence, allowing for a seamless integration of live agents within the customer interaction process. With the ability to manage all customer interactions collectively, this next-generation cloud contact center platform is designed to integrate smoothly with existing systems while supporting every communication channel available. By offering an intuitive user interface, Vocalcom boosts productivity and empowers businesses to unify their customer interactions across various platforms into continuous conversational threads. This approach not only minimizes customer effort but also fortifies relationships with each touchpoint. Remarkably user-friendly, flexible, and fueled by AI, it ensures that conversations remain active and accessible. Every type of customer interaction, such as chat, email, text, phone, and social media, is conveniently centralized, making it easier for businesses to engage with their clients effectively.