10 The Best Customer Service Tracking Software List
Here's my pick of the 10 best software from the 28 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
There are countless customer service tracking software options on the market and choosing the best one can be difficult. You want a tool that seamlessly integrates with your existing systems to track customer interactions across various platforms and provide actionable insights to improve service quality - but need to find the right fit. I've got your back! In this post, I share from my experience testing a broad range of customer service tools and have compiled a list of the best customer service tracking software to improve customer retention and brand loyalty.
What Is Customer Service Tracking Software?
Customer service tracking software is a tool that helps businesses gather customer information, and analyze their behavior, preferences, and feedback, making it easier for customer service agents to quickly and accurately resolve customer issues. These platforms offer a ticketing system, omnichannel support, automation features, and reporting tools for monitoring service metrics.
Customer service tracking software is one of the ways a company can transform its service experience as it helps with learning about customers and using information to enhance the quality of every interaction. By centralizing customer data and interactions, these platforms empower support agents to deliver quick, informed responses, enhancing the overall customer experience.
Overviews Of The 10 Best Customer Service Tracking Software
Here’s a brief description of each of the best customer service tracking software on my list showing what each one does best. I’ve also added screenshots to showcase some of the functionality.
Issuetrak is a ticketing software designed to manage and track issues, tickets, or cases across multiple channels. It stands out for its omnichannel ticket submission capabilities, enabling users to submit tickets through email, webforms, and various applications, catering to a diverse range of industries and business sizes.
I chose Issuetrak as our customer service tracking software after comparing it with other tools and judging its comprehensive feature set to be the best fit for our needs. What makes Issuetrak stand out is its ability to handle omnichannel ticket submission, which allows for efficient issue creation and management across various communication channels. I believe Issuetrak is the best tool for omnichannel ticket submission due to its robust integrations and automation capabilities.
Key features include omnichannel ticket submission, which allows for the capture of customer interactions across multiple channels, and automatic ticket assignment, ensuring that issues are promptly directed to the right team members. I particularly like the round-robin feature which automatically assigns an incoming issue to the next available agent when you have enabled this feature for a specific group.
Integrations are available with thousands of apps through Zapier (which requires an additional subscription). Additionally, you can build custom integrations using its API and connect the tool to other software in your tech stack.
Zoho Desk is a versatile customer service tracking tool designed to enhance the efficiency and effectiveness of customer support teams. As a part of the renowned Zoho suite, it offers a comprehensive set of features including ticketing system, multi-channel support (email, social media, chat, and phone), automated workflows, and customizable help desks.
Zoho Desk's strength lies in its ability to centralize and streamline customer interactions, providing businesses with the tools to track, manage, and resolve customer inquiries and issues promptly. With its robust analytics and reporting capabilities, Zoho Desk also empowers companies to gain insights into customer satisfaction and agent performance, making it a valuable asset for businesses aiming to improve their customer service experience.
Zoho Desk features an AI-powered assistant named Zia, which is unique in its context-aware capabilities. Zia can analyze tickets and suggest solutions based on previous interactions and resolutions, offering a more personalized and efficient customer service experience. This AI integration goes beyond basic automation, providing intelligent responses and support, which is not commonly found in many competing help desk software.
Zoho Desk's 'Blueprints' feature allows for the creation of custom workflows that automate complex, multi-stage processes. This feature stands out because it enables businesses to map out and automate entire customer service processes, ensuring consistency and efficiency in handling customer queries. This level of detailed process automation is quite niche and not typically offered in such depth by other customer service software.
Integrations include Zoho Apps, such as Zoho CRM, Zoho Assist, and Zoho Bug Tracker, or third-party applications, such as RingCentral, Jira, Slack, Trello, and Salesforce.
Zoho Desk costs from $20/user/month offers a 15-day trial for each plan. They also offer a free subscription for up to three agents.
Best for a 360-degree view of customer information
Salesforce Service Cloud is a feature-rich all-in-one customer service solution that enables businesses to interact with their customer base, offer their customers access to self-service resources, and keep track of all their engagements with customers.
The Service Cloud platform is equipped with the features that are necessary for support teams and agents to accept, resolve, and track service desk tickets submitted by customers. In addition, the software allows users to create a knowledge base with self-service tools that enable agents and customers to find the answers to their queries. Service Cloud is also designed to seamlessly integrate with most telephonic systems to deliver voice call support on top of other available channels.
One of Service Cloud’s core features is the Lightning service console, which is designed to help boost agent productivity with a next-gen level of agent experience. The tool allows users to centralize all the information that support agents need to do their jobs, as it provides a 360-degree view of their customers.
Salesforce Service Cloud extends its tracking capabilities through the social customer service function, which works by allowing support teams and agents to monitor and quickly respond to social posts made by customers across multiple social media channels, such as Facebook, Twitter, TikTok, and Instagram.
The case management feature lets support agents manage and resolve cases faster by having complete visibility into the full context of their cases. Support teams and agents can easily access the records of individual customers, including their previous interactions with the team. All this data is centralized and displayed on a well-streamlined dashboard system.
Salesforce Service Cloud is available with the lowest tier Essentials package for a starting price of $25 per user/month, billed annually. A free trial is available for up to 14 days.
Best for omnichannel case solutions for eCommerce and retail companies
With cross channel support, Freskdesk’s customer service software solution approaches tracking customer issues as tickets; all through tracking email, call center tracking, service, and time tracking.
Freshdesk allows your customer support team to access and do everything all from one place─by assigning ownership to tickets, prioritizing, and setting deadlines, tracking and organizing customer queries becomes way easier. On top of everything, they make sure to provide actionable insight tools for your business that track critical customer queries and even customer sentiment.
Freshdesk actually offers a really nice free “sprout” plan for starting businesses that allows for unlimited agents.
If that’s not enough, their standard support plan starts at $15/month/agent and includes automations and SLA management features.
Front is a customer service platform that equips businesses with data analytics and single portal communication to track and enhance customer relationships.
It features an omnichannel inbox, live chat, team collaboration, AI chatbots, and workflow automation, all designed to elevate the quality of customer service while maintaining high efficiency for service teams. Front's unique selling point is its integration of the simplicity of email with the robust capabilities of a help desk, augmented by AI, to deliver a customer service experience that is both intuitive and powerful.
Its most important and useful features include omnichannel inbox management, live chat with AI chatbots, collaboration tools for team coordination, AI chatbots and agent assistance for instant resolutions, knowledge base for faster customer inquiries, workflow automation, integrations and API for syncing customer data, and analytics for informed decision-making.
Additionally, Front offers industry-specific solutions and resources such as a blog, customer stories, support report, security measures, guides and webinars, community forum, and developer portal.
Front offers three pricing plans, with the starting price for the Growth plan being $59/user/month, billed annually with a minimum of 2 seats. A free trial is available for 7 days.
monday Service is a help desk solution designed to enhance customer service operations. With monday Service, teams can automate workflows, manage tickets, and track customer interactions in one centralized platform. The tool is part of the monday.com Work OS ecosystem, which means it integrates with other monday.com applications, making it easier for businesses to manage other business functions from a single workspace.
One of the key reasons monday Service stands out is its powerful ticket management system. The platform makes it easy to create, assign, and track support tickets, ensuring that no request falls through the cracks. With automation features, businesses can handle repetitive tasks and various customer service workflows, such as assigning tickets to the right team member based on pre-set criteria or sending follow-up reminders for unresolved issues.
Additionally, the platform allows businesses to store and track customer information alongside their service history, creating a comprehensive view of each customer’s journey. This data can be leveraged to deliver personalized support, track patterns in customer inquiries, and identify areas for improvement. With real-time insights and reporting, monday Service provides teams with the tools they need to continuously optimize their customer service operations.
Integrations include Slack, Microsoft Teams, Zendesk, Jira, Salesforce, Google Workspace, GitHub, Zoom, Outlook, HubSpot, Trello, Dropbox, and OneDrive.
Hiver
Best for support teams needing an integrated help desk for Gmail
Hiver’s client management software lets users quickly and easily integrate their Gmail into a working help desk with shared inboxes and simple management of Google groups. Small customer experience teams will enjoy organizing their tickets in a jiffy for easy tracking and tagging.
One notable feature on Hiver allows for automation email tagging; teams can customize a set rule to organize and sort tickets based on priority or type. Tagging also lets your support team dive into stats and insights to track metrics of conversations, response time, and time to close specific email issues.
A small business will benefit from the starting plan that comes in at $7/month/user, but if that’s not enough I would recommend their pro plan for companies or universities strictly using email to get a full range of features and tools.
Tenfold
Best for medium-large sized sales, tech, and financial companies
Tenfold powers more than 1.5 billion customer interactions every year, and is used by the likes of Staples, T-Mobile, and Disney. Their integration system allows you to unify existing platforms such as Salesforce, Cisco, and Microsoft apps to retain and continue tracking customer data and continue conversations through new voice, video, and chat communications.
With Tenfold tracking, your support agents can automatically log calls and attach notes for future tracking and to provide the best customer support.
Tenfold also as well as manage agent status to improve coordination between departments and customers to improve the overall customer satisfaction.
Tenfold only offers pricing upon request.
EngageBay empowers its users to build stronger relations with their customers by tracking and managing customer relationship processes for maximum conversations.With their tracking processes your customer success team will be able to understand why a potential customer fell out of the pipeline, why they did not show interest in your product or service, or why a particular customer was lost.
Viewing and streaming your lead flow based on variable attributes saves time with detailed information about customers.
EngageBay offers one of the best free plans for tracking softwares; supporting up to 15 users with thousands of contacts and branded emails.
A step up from that, their basic plan starts at $9/month/user.
ProProfs is all about tracking and resolving issues, their software helps you manage your knowledge base as it incorporates sorting, categorizing, managing, assigning, and tracking all in one place.
Their desk software also lets you apply filters for agents to resolve tickets assigned to them instantly as well as admin use of labels, internal notes, history, and sub-tickets to track internal tasks.
Agent productivity and training is measured with ProProfs AI through detailed reports and insights.
Aside from their free plan (which provides 1 user, 100 tickets, and an inbox) their essential pricing starts at $10/month/user.
The Best Customer Service Tracking Software Summary Table
Tools | Price | |
---|---|---|
Issuetrak | From $26/agent/month | Website |
Zoho Desk | From $7/user/month (billed annually) | Website |
Salesforce Service Cloud | From $25/user/month (billed annually) | Website |
Freshdesk | From $15/user/month (billed annually) | Website |
Front | From $19/user/month (billed annually) | Website |
monday Service | From $26/seat/month (3 seat minimum) | Website |
Hiver | From $15/user/month (billed annually) | Website |
Tenfold | Pricing Upon Request | Website |
EngageBay | From $12/user/month (billed annually) | Website |
ProProfs Help Desk | From $30/user/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareOther Customer Service Tracking Software Options
Here’s a few more that didn’t make the top list.
Selection Criteria for the Best Customer Service Tracking Software
Perhaps you're wondering how I chose the best customer service tracking software for this list? I'm happy to explain.
I started out by creating a long list of the most popular customer service tracking software out there based on user rankings. I then took a detailed look at each software vendor’s website to ensure their software covered all the basic features that a customer service team would need to manage their processes from end-to-end.
Next, I used the criteria below to help me make my final selections. Using these criteria as a framework, I was able to compare each customer service tracking software to see how it stacked up to the rest of the tools, and finalize my shortlist.
Core Functionality
These platforms vary in their feature sets, but as a baseline, here are the core functionalities I looked for:
- Customer relationship management tools, whether via communications, a customer database, or measuring customer experience and customer satisfaction.
- The ability to track customer interactions with your brand, such as purchase history, seeking chat support, accessing a self-service portal, sending customer feedback, or other behaviors.
Key Features
Beyond the basic functionality I’ve outlined above, here are some other key features I looked for in customer support systems:
- A ticketing system to manage customer support requests effectively and efficiently, and assign them to specific support agents.
- Omnichannel management, such as phone calls, live chat, email, chatbot, Slack, social media platforms, and even SMS and Whatsapp.
- Automation capabilities for things like ticket management and routing, sending follow-up messages, building workflows, real-time notifications, etc.
- A shared inbox where your customer support team can find all their support tickets, regardless of what channel they’re coming from.
- Reporting tools to monitor key customer service metrics like average response times, individual performance of your customer support reps, and other performance indicators.
Usability
When I research customer service tools, I always look for user-friendly platforms that are easy to navigate. Your support tools shouldn’t be slowing you down — the goal is to provide exceptional customer service and respond to incoming support tickets swiftly. So I took each platform’s user interface and navigation into account, as well as other usability features like a mobile app, email templates, and smart automations.
Integrations
It’s important that any new customer service solution integrates well with your existing tech stack. I looked for integrations with common customer support tools, like:
- Live chat software
- Customer experience management software
- AI chatbots
- Call center software
- Customer onboarding software
- Email management software
- Help desk software
I also looked for integrations with popular messaging platforms including social media channels, Slack, email platforms, and Whatsapp. Some software solutions cater specifically to ecommerce companies and will integrate with ecommerce platforms like Shopify or BigCommerce. And many of the tools have an API that can be used to build custom integrations.
Pricing
The cost of a new software is always something to take into account. The starting prices of the customer service tracking software on this list range from around $15 per user per month up to $40 per user per month. That said, some providers offer a free plan that may be suitable for small businesses or startups. And if you’re looking for more advanced features, you can also usually get a free trial for many of the paid plans.
FAQs About Customer Service Tracking
If your team is considering working with a customer service tracking software, you probably have a few questions before you get started. Let’s take a look at some of the FAQs about customer service tracking software.
What Are The Benefits of Customer Service Software?
As your business grows and your customer base expands, it’s helpful to work with a customer service management solution. Here’s why:
- Empower customers with quick answers: These platforms help you organize self-serve knowledge bases and route customer inquiries to deliver faster responses to customer issues.
- Improve customer service agent productivity: In streamlining the customer journey and automating repetitive tasks, agents are freed up to focus on the actions that really matter.
- Increase brand loyalty: When you improve your service experience, you increase your chances of repeat business. Customers who feel that they’ve been respectfully cared for are more likely to buy from you again.
How Do You Choose the Best Customer Service Software?
Your customer service operations will be influenced by factors like the size of your organization, and the industry within which you’re working.
Begin by establishing your budget.
Next, gain an understanding of your primary communication channels. Will you be communicating via SMS? Live chat? Social media? All of the above?
Consider your plans for future expansion. Explore providers that can meet your need to scale up if and when the need arises.
All of the tools on this list represent the best customer service tracking software on the market today. They cover a wide range of prices and features, making it easy to find a platform to suit your team member’s specific needs.
What Kind of Businesses Use Customer Service Tracking Software?
If your organization is keen to strategize a pathway to increased sales growth and customer retention, then customer service tracking software might be for you. Businesses of all sizes (from startups to enterprise) and spanning a variety of industries can use these software tools to understand customer segmentation, automate processes with features like email templates, and improve the quality of how support requests are handled.
Track Your Customer Service More Effectively
Using a customer support software helps your team respond more quickly and effectively to incoming tickets. But it also helps you better understand your customer and your customer support performance. You’ll be able to get a clearer view of customer interactions with your business, and streamline your customer service processes.
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