The 7 Best Customer Experience Automation Software for 2024

Customer experience automation software aims to streamline and enhance the way businesses interact with their customers. It leverages advanced automation techniques and artificial intelligence to automate and optimize various customer-related processes, ultimately leading to improved customer satisfaction and increased operational efficiency.

This software employs a range of functionalities to transform customer experiences across multiple touchpoints. It begins by capturing and analyzing customer data from various sources, such as social media, customer service interactions, and website behavior. This information is then processed using sophisticated algorithms and machine learning techniques to gain valuable insights into customer preferences, needs, and sentiments.

Based on these insights, the software automates personalized and targeted customer interactions, ensuring timely and relevant communication. It can automate tasks like sending personalized emails, delivering tailored product recommendations, and providing proactive customer support. Additionally, the software enables businesses to implement self-service options, such as chatbots and knowledge bases, which empower customers to find answers to their queries independently.

Customer experience automation software enables businesses to deliver consistent, seamless, and personalized experiences to their customers. It optimizes the customer journey by automating repetitive tasks, gathering valuable customer insights, and empowering customers with self-service options. By enhancing customer satisfaction and streamlining operations, this technology helps businesses build stronger customer relationships, drive loyalty, and achieve sustainable growth.

Customer experience automation software offers a multitude of benefits for businesses seeking to enhance their customer interactions and drive growth.

• Enhanced personalization: By leveraging customer data and artificial intelligence, automation software enables businesses to deliver highly personalized experiences. This level of personalization allows companies to tailor their communications, recommendations, and offers to match individual customer preferences and needs. Consequently, customers feel understood and valued, leading to increased engagement, loyalty, and ultimately, higher conversion rates.
• Improved efficiency: Automation software eliminates manual and time-consuming tasks, allowing businesses to operate more efficiently. Repetitive processes like data entry, routing customer inquiries, and sending routine notifications can be automated, freeing up valuable time and resources. These efficiency gains not only boost productivity but also enable employees to focus on more strategic and complex customer-centric tasks, leading to improved overall performance.
• Seamless omnichannel experiences: With automation software, businesses can provide consistent and seamless experiences across multiple channels. Customer data is integrated and accessible across touchpoints, ensuring a unified view of each customer's journey. This enables businesses to offer personalized recommendations, support, and promotions that are coherent and synchronized across channels, resulting in a cohesive and positive customer experience.
• Proactive customer support: Automation software enables businesses to provide proactive customer support by identifying and addressing customer issues before they escalate. By analyzing customer behavior and sentiment, businesses can anticipate potential problems and offer timely assistance. This proactive approach helps reduce customer frustration, improve satisfaction, and foster long-term loyalty.
• Actionable insights: The software's ability to capture and analyze customer data generates valuable insights into customer behavior, preferences, and trends. Businesses can use these insights to make informed decisions, refine their strategies, and optimize their offerings. Understanding customer sentiment and preferences in real-time empowers businesses to adapt quickly, respond effectively to market demands, and stay ahead of the competition.

Choosing the right customer experience automation software is a crucial decision for businesses looking to optimize their customer interactions.

To make an informed choice, several primary considerations should be taken into account:

• Business objectives: Clearly defining your business objectives is the first step in selecting the right automation software. Identify the specific goals you aim to achieve through automation, such as improving customer satisfaction, increasing sales, or streamlining operations. Understanding your objectives will help you assess whether the software aligns with your goals and can effectively address your unique business needs.
• Scalability and flexibility: Consider the scalability and flexibility of the software. As your business grows, you will need a solution that can accommodate increasing customer volumes and evolving requirements. Assess whether the software can handle expanding data sets, support multiple channels, and adapt to future technological advancements. Additionally, evaluate the software's ability to integrate with your existing systems and third-party applications to ensure a seamless customer experience across your entire ecosystem.
• Customization and personalization capabilities: Look for automation software that allows for customization and personalization. Each business has its own unique customer journey and branding requirements. Ensure the software provides the flexibility to tailor customer interactions, automate workflows, and create personalized experiences based on your specific business rules and customer segments. The ability to customize and personalize interactions will help differentiate your brand and create a more engaging customer experience.
• Data security and compliance: Customer experience automation involves handling sensitive customer data. Prioritize the security and compliance features offered by the software. Ensure that it adheres to industry-standard security protocols, data encryption, and robust access controls to protect customer information. Additionally, verify if the software complies with relevant data protection regulations, such as GDPR or CCPA, to mitigate legal and regulatory risks.
• Vendor reputation and support: Assess the reputation and track record of the software vendor. Look for customer reviews, case studies, and testimonials to gain insights into the vendor's reliability, responsiveness, and overall customer satisfaction. Consider the level of support the vendor offers, such as training, onboarding assistance, and ongoing technical support. A vendor with a strong reputation and a commitment to customer success can significantly contribute to implementing and utilizing automation software.

There are many customer experience automation software options on the market. These are our picks.

• ActiveCampaign
• Zoho Desk
• Zendesk
• Freshworks CRM
• Salesforce
• Sprinklr Modern Care
• HubSpot

G2 Rank: 4.5/5 stars

ActiveCampaign is regarded as one of the best customer experience automation software solutions due to its powerful features and versatility. It offers a comprehensive set of tools that enable businesses to automate and optimize their customer interactions effectively. One of the standout features of ActiveCampaign is its robust marketing automation capabilities. It allows businesses to create sophisticated automation workflows, personalized email campaigns, and targeted messaging based on customer behavior and preferences. This level of automation helps businesses deliver timely and relevant messages, resulting in improved customer engagement and conversion rates.

Moreover, ActiveCampaign stands out for its advanced CRM functionality, which integrates customer data from various sources and provides a unified view of each customer. This feature allows businesses to track and manage customer interactions, leads, and sales activities in one central hub. It enables businesses to understand their customers better, tailor their communications, and effectively nurture leads throughout the customer journey.

Some unique features of ActiveCampaign include:

• Site tracking: ActiveCampaign provides powerful site tracking capabilities, allowing businesses to monitor customer behavior on their website. This information can be used to trigger personalized automation workflows and deliver targeted messaging based on specific actions or interests.
• Conditional content: With conditional content, businesses can dynamically change the content within emails or on their website based on specific customer data or actions. This feature enables highly personalized experiences and targeted messaging for different segments of customers.
• Deep data integrations: ActiveCampaign offers seamless integrations with numerous third-party applications and tools, allowing businesses to enrich their customer data and extend the capabilities of the software.

ActiveCampaign primarily caters to small and medium-sized businesses (SMBs) that seek a comprehensive customer experience automation solution. It provides the necessary features and scalability to support SMBs in automating their marketing, sales, and customer support processes. ActiveCampaign is a popular choice for businesses that value personalization and want to deliver highly targeted and tailored customer experiences.

What languages does ActiveCampaignsupport?

ActiveCampaign fully supports 14 different languages outside of English. Some of these languages include Portuguese, Spanish, Italian, German, French, and Polish.

ActiveCampaign also partially supports Danish, Finnish, Simplified Chinese, Turkish, and Vietnamese.

Which currencies does ActiveCampaign accept?

ActiveCampaign supports US Dollars (USD), Euros (EUR), and Brazilian Real (BRL).

What is the entry-level pricing for ActiveCampaign?

ActiveCampaign’s entry-level pricing starts at $15/month. With the Starter plan, you get multi-step marketing automation, email sends 10x your contact limit, site and event tracking, basic reporting and analytics, access to 900+ integrations, A/B testing, hundreds of beautifully designed email templates, and more.

Plus, no matter what plan you choose, you’ll enjoy features like:

• Accelerated onboarding
• Contact migration
• Chat and ticket support
• Customer enablement workshops
• And video tutorials

Find all plans on the ActiveCampaign pricing page.

G2 Rank: 4.4/5 stars

Zoho Desk is a top customer experience automation software solution, offering a range of features that optimize customer support and satisfaction. It provides businesses with the tools they need to streamline and automate their customer service processes, resulting in enhanced efficiency and improved customer experiences. Zoho Desk stands out for its user-friendly interface, extensive customization options, and seamless integration with other Zoho products.

The unique features that set Zoho Desk apart include:

• Ticketing system: Zoho Desk offers a robust ticketing system that efficiently manages customer inquiries and support requests. It enables businesses to automate ticket creation, routing, and escalation, ensuring timely and accurate responses to customer queries.
• AI-powered chatbots: Zoho Desk incorporates AI-powered chatbots to automate customer interactions and provide instant assistance. These chatbots can handle common queries, gather relevant information, and guide customers to appropriate solutions or resources.
• Self-service portals: The software includes self-service portals that allow customers to find answers to their queries through knowledge bases, FAQs, and community forums. This empowers customers to resolve issues independently, reducing the need for direct support.

Zoho Desk caters to businesses of all sizes that require a comprehensive customer support solution. It is particularly beneficial for small and medium-sized enterprises (SMEs) looking for affordable yet powerful automation software. Additionally, Zoho Desk is suitable for businesses in various industries that prioritize efficient ticket management, AI-driven automation, and self-service options to deliver exceptional customer support experiences.

What languages does Zoho Desksupport?

Zoho Desk supports many different languages including English, Chinese, French, Dutch, Swedish, Spanish, Japanese, Czech, Polish, and Korean.

For more information on what languages Zoho Desk supports, visit their Help Center.

What currencies does Zoho Desk accept?

Zoho Desk accepts multiple currencies across all of its different product lines. For Zoho Desk, it accepts US Dollars (USD), Euro (EUR), British Pound (GBP), Australian Dollar (AUD), and a few others.

For more details on payment options, visit Zoho Desk’s pricing page.

What is the entry-level pricing for Zoho Desk?

Currently, entry-level pricing for Zoho Desk starts at $14 (USD). This includes five email channels, one feedback widget, five advanced web forms, and access to one social media account. The professional plan starts at $23 (USD) and includes 10 channels, one department feedback widget, 10 department web forms, and one social media account.

For more pricing information, visit Zoho Desk’s pricing page.

Does Zoho Desk integrate with ActiveCampaign?

You can integrate Zoho Desk with ActiveCampaign via Zapier.

For more details, please visit the ActiveCampaign and Zoho Desk integration page.

G2 Rank: 4.3/5 stars

Zendesk is a widely recognized customer experience automation software solution. It offers a range of features that empower businesses to provide efficient and personalized customer support and is renowned for its user-friendly interface, extensive integrations, and flexibility in automating customer interactions. Zendesk enables businesses to streamline their support processes, enhance customer satisfaction, and deliver exceptional experiences across various channels.

Some of the customer experience automation features that Zendesk offers include:

• Ticket management: Zendesk provides a robust ticketing system that centralizes customer inquiries and support requests. It allows businesses to automate ticket routing, prioritize responses, and collaborate effectively within teams, ensuring efficient and timely resolution of customer issues.
• AI-powered chatbots: Zendesk incorporates AI-powered chatbots that can handle common customer inquiries, provide instant responses, and gather relevant information. These chatbots assist in automating routine interactions, freeing up support agents to focus on more complex customer needs.
• Omnichannel support: Zendesk facilitates seamless support across multiple channels, including email, chat, social media, and phone. Businesses can manage customer interactions from a single platform, ensuring consistent and unified experiences regardless of the communication channel.

Zendesk caters to businesses of all sizes that prioritize delivering exceptional customer support experiences. It is particularly beneficial for companies in industries such as e-commerce, technology, and SaaS that require efficient and scalable customer service solutions.

What languages does Zendesk support?

Zendesk provides support in over 40 languages including English, Spanish, Portuguese, Dutch, Italian, and German.

For more details on supported languages, visit this page.

What currencies does Zendesk accept?

Zendesk accepts several different currencies, including, but not limited to the US Dollar (USD), Euro (EUR), and British Pound (GBP)

For more information on accepted currencies, visit Zendesk’s Help Center.

What is the entry-level pricing for Zoho Desk?

The entry price point for Zendesk’s primary product, Zendesk Support, starts at $49 for the Suite Team, billed annually.

However, Zendesk also offers other products like Zendesk Chat, Zendesk Talk, and Zendesk Guide, each with its own pricing structure. There’s also a bundled package known as the Zendesk Suite, which combines multiple products and starts at a higher price point.

For up-to-date pricing information, visit Zendesk’s pricing page.

Does Zendesk integrate with ActiveCampaign?

Yes, Zendesk integrates with ActiveCampaign. This integration allows seamless data transfer between the two platforms, enabling businesses to track customer interactions and automate workflows more effectively. For instance, it can help support teams view a customer’s purchase history or email interactions directly within Zendesk, providing a more holistic view of the customer and improving the quality of customer service.

For full details, visit the ActiveCampaign and Zendesk integration page.

G2 Rank: 4.5/5 stars

Freshworks CRM is a customer experience automation software solution that offers a comprehensive set of features designed to enhance customer interactions and drive business growth. It stands out for its intuitive user interface, robust automation capabilities, and seamless integration with other Freshworks products. Freshworks CRM empowers businesses to automate and optimize their sales, marketing, and customer service processes, resulting in improved customer satisfaction and increased operational efficiency.

Here are a few unique features of Freshworks CRM:

• Sales automation: Freshworks CRM provides powerful sales automation tools that streamline the sales process and increase productivity. It automates tasks such as lead scoring, contact management, and deal tracking, enabling sales teams to focus on closing deals and building relationships.
• Email and campaign automation: The software offers advanced email and campaign automation capabilities, allowing businesses to send personalized emails, automate follow-ups, and track campaign performance. This helps businesses deliver targeted messages to the right audience, nurture leads, and drive conversions.
• AI-powered sales assistant: Freshworks CRM incorporates an AI-powered sales assistant called Freddy AI, which provides real-time insights and guidance to sales representatives. Freddy AI analyzes data and offers personalized recommendations to help sales teams make informed decisions and optimize their sales strategies.

Freshworks CRM caters to businesses of all sizes that aim to streamline their sales, marketing, and customer service processes. It is particularly popular among small and medium-sized enterprises (SMEs) looking for user-friendly and affordable automation software.

What languages does Freshworks CRM support?

Currently, Freshworks CRM supports 12 languages including English, German, Dutch, French, Br, Portuguese, LATAM Spanish, EU Spanish, Swedish, Japanese, EU Portuguese, Italian, Korean, and Simplified Chinese.

Find additional details here.

What currencies does Freshworks CRM accept?

Freshworks CRM supports 150+ currencies. For a full list of supported currencies, any interested must request a trial or demo. See more information here.

What is the entry-level pricing for Freshworks CRM?

The Growth plan is Freshworks CRM’s entry-level pricing that starts at $15/mo billed annually. This plan offers CRM automation to help growing sales teams avoid repetitive work and includes built-in chat, email, and phone, AI-powered contact scoring, and up to 2,000 bot sessions/month.

For more details, visit Freshworks’ pricing page.

Does Freshworks CRM integrate with ActiveCampaign?

Yes, Freshworks integrates with ActiveCampaign. By integrating the tool, you’ll have the power to automatically sync marketing information like email data, site and event tracking, and form submissions with your CRM contacts to contextualize your deals.

To learn more, visit the ActiveCampaign and Freshworks integration page.

G2 Rank: 4.5/5 stars

Salesforce is a customer experience automation software solution that provides businesses with a comprehensive suite of tools designed to enhance customer interactions and drive business success. It is renowned for its robust CRM capabilities, extensive integrations, and advanced automation features. Salesforce empowers businesses to automate and optimize their sales, marketing, and customer service processes, enabling them to deliver personalized experiences and achieve exceptional customer satisfaction.

Features that Salesforce offers include:

• Comprehensive CRM: Salesforce provides a comprehensive customer relationship management (CRM) platform that centralizes customer data and interactions. It enables businesses to track customer activities, manage leads, and monitor sales pipelines, facilitating a holistic view of each customer and enhancing relationship management.
• Workflow automation: Salesforce offers powerful workflow automation capabilities that enable businesses to streamline and automate their processes. It allows for the creation of custom workflows, automated task assignments, and alerts, ensuring efficient collaboration and eliminating manual, repetitive tasks.
• Artificial intelligence (AI) integration: Salesforce incorporates AI capabilities through its Einstein AI platform. This integration enables businesses to leverage AI for personalized recommendations, predictive analytics, and intelligent automation, ultimately enhancing customer engagement and driving revenue growth.

Salesforce caters to businesses that prioritize customer experience and seek a robust, scalable automation software solution. It is commonly used among enterprise-level organizations that require advanced CRM functionalities and extensive customization options. Salesforce serves diverse industries, including finance, healthcare, retail, and manufacturing, offering tailored solutions to meet the unique needs and challenges of each.

What languages does Salesforce support?

Salesforce supports a wide range of languages including English, Spanish, French, German, Italian, Dutch, Greek, Romanian, Turkish, Arabic, and Japanese.

For more details on which languages Salesforce supports, visit their Help Center.

What currencies does Salesforce accept?

Salesforce accepts numerous currencies including the US Dollar (USD), Euro (EUR), British Pound (GBP), Australian Dollar (AUD), and Canadian Dollar (CAD).

For more payment details, visit Salesforce’s supported currencies page.

What is the entry-level pricing for Salesforce?

Salesforce provides a variety of pricing plans based on what part of the business you are using Salesforce for. Service Cloud pricing begins at $25 per month for support teams when billed annually. This includes simple case and knowledge management.

Because Salesforce pricing can widely vary based on your business needs, we advise you to consult Salesforce’s pricing page to discover which plan will work best for you.

Does Salesforce integrate with ActiveCampaign?

Yes, Salesforce integrates with ActiveCampaign. When you integrate, you can automatically update contact information in ActiveCampaign based on changes in Salesforce, ensuring your customer data is always current. This can also enable you to segment your audience and send targeted marketing messages based on interactions with your sales and customer service teams.

For more details, visit the ActiveCampaign and Salesforce integration page.

G2 Rank: 4.5/5 stars

Sprinklr Modern Care is a customer experience automation software solution specifically designed to enhance customer care and support interactions. It offers a comprehensive set of features that enable businesses to automate and optimize their customer service processes, resulting in improved customer satisfaction and loyalty. Sprinklr Modern Care stands out for its robust capabilities, seamless omnichannel support, and advanced AI-powered automation.

Sprinklr Modern Care offers features like:

• Omnichannel support: Sprinklr Modern Care provides a unified platform for businesses to manage customer care interactions across multiple channels, including social media, email, chat, and messaging apps. This allows businesses to provide consistent and personalized support experiences, regardless of the channel chosen by the customer.
• AI-powered automation: The software incorporates artificial intelligence (AI) capabilities to automate routine customer care processes. It uses AI-powered chatbots to handle common inquiries, gather information, and provide instant assistance, freeing up support agents to focus on more complex customer needs.
• Workflow automation: Sprinklr Modern Care enables businesses to automate and streamline their customer care workflows. It offers tools for automating ticket routing, assigning tasks, and escalating issues, ensuring timely and efficient resolution of customer queries.

Sprinklr Modern Care caters to businesses that prioritize exceptional customer care and support experiences. Their advanced features and scalability make them suitable for both small businesses and large enterprises seeking to optimize their customer care operations.

What languages does Sprinklr Modern Care support?

Sprinklr supports multiple languages including English, Czech, Croatian, Dutch, Danish, Spanish, France, Finnish, Japanese, Polish, Korean, Swedish, Icelandic, and more.

See the full list of supported languages here.

What currencies does Sprinklr Modern Careaccept?

Sprinklr Modern Care does not have documentation on which currencies they accept. For more information, reach out to Sprinklr’s customer service team on their site.

What is the entry-level pricing for Sprinklr Modern Care?

Sprinklr has different pricing based on a company’s specific needs. The four plans (Service, Social, Insights, and Marketing) offer different capabilities and are priced for self-service and enterprise levels. The entry-level pricing for Sprinklr Service starts at $249/mo billed annually and includes an omnichannel inbox, AI chatbots, knowledge base, and ticketing and skill-based routing automation.

For full pricing details, visit Sprinklr’s pricing page.

Does Sprinklr Modern Care integrate with ActiveCampaign?

No, Sprinklr Modern Care does not integrate with ActiveCampaign.

G2 Rank: 4.4/5 stars

HubSpot is a widely recognized customer experience automation software solution offering a comprehensive suite of tools designed to help businesses deliver personalized and seamless customer experiences. It stands out for its user-friendly interface, robust marketing automation capabilities, and integrated CRM functionality. HubSpot empowers businesses to automate and optimize their marketing, sales, and customer service processes, resulting in improved customer engagement and satisfaction.

HubSpot offers features like:

• Marketing automation: HubSpot provides powerful marketing automation features that enable businesses to create and automate personalized email campaigns, lead nurturing workflows, and targeted content delivery. This helps businesses deliver the right message to the right audience at the right time, increasing customer engagement and conversion rates.
• Integrated CRM: The software includes a fully integrated customer relationship management (CRM) system that centralizes customer data and interactions. This enables businesses to track and manage customer interactions, leads, and sales activities in one place, fostering efficient communication and relationship management.
• Live chat and chatbots: HubSpot offers live chat and chatbot functionalities, allowing businesses to engage with website visitors in real-time and provide instant support. This feature enhances the customer experience by enabling prompt assistance and capturing leads effectively.

HubSpot primarily caters to small and medium-sized businesses (SMBs) that seek a comprehensive customer experience automation solution. It is particularly beneficial for businesses that prioritize inbound marketing strategies, lead generation, and nurturing.

What languages does HubSpot support?

HubSpot supports multiple languages in its user interface, including English, Spanish, French, German, Japanese, and Italian.

In addition to the interface language, HubSpot allows content, such as emails, landing pages, and forms, to be created in numerous other languages. The system can recognize and categorize contacts based on their preferred language, enabling businesses to deliver personalized content to their audience.

What currencies does HubSpot accept?

HubSpot primarily accepts payment in several major currencies, which typically include the US Dollar (USD), Euro (EUR), British Pound (GBP), Australian Dollar (AUD), Canadian Dollar (CAD), and Japanese Yen (JPY).

For more details, visit HubSpot’s Knowledge Base.

What is the entry-level pricing for HubSpot?

HubSpot offers a tiered pricing structure to cater to different business needs which may be confusing at first glance. If you are a small business or individual, the Starter CRM starts as low as $30 per month if you commit annually. The Starter package for marketers starts at $18.

It’s important to note that the prices and features offered by HubSpot can change over time. You can view updated pricing details here.

Does HubSpot integrate with ActiveCampaign?

While HubSpot does not integrate with ActiveCampaign, ActiveCampaign offers many of the same features as HubSpot at a lower cost.

If you’re considering migrating away from Hubspot, ActiveCampaign offers free migration for qualified customers. Check your migration options here.