10 Best Customer Tracking Software in 2023

HubSpot CRM is a comprehensive customer tracking software that helps businesses keep track of their leads and customers throughout the entire sales process. It enables users to store contact information, schedule appointments, send emails, create reports and analyze customer data. The software can help companies build better customer relationships and streamline operations by organizing customer information into one centralized database.

The software's sales automation features help businesses create customizable pipelines within the system that define each step in their sales process, such as initial contact, qualification, quote generation, negotiation, and closing deals. The AI-powered lead scoring feature helps users prioritize leads based on their engagement level, focusing on those more likely to convert into paying customers. Users can also set up custom properties for contacts and companies to store any additional information that may be needed, and can set reminders and tasks to ensure follow-up so leads never slip through the cracks.

Another core feature is robust reporting capabilities that give businesses valuable insights into their operations. Users can create detailed reports that provide insight into engaging with customers, tracking deals, and managing relationships over time. This information can then inform future strategies and ensure that companies maximize the value of their customer relationships. The software provides data visualization tools such as graphs and charts, making it easier for teams to quickly identify trends or areas needing improvement to reach desired objectives. 

You can connect Hubspot with 100s of your other tools using Hubspot Connect's native integrations, or you can use Zapier to access 5000+ Hubspot integrations.

Pricing starts at $50/month for 1000 marketing contacts.

Hiver is a tool that aims to simplify helpdesks. It does this by bringing tracking features to your Gmail inbox. It’s a good option for teams that prioritize ease of use over complex features.

The tool works on top of your regular Gmail inbox. When you install it you get an extra set of options in the Gmail taskbar. With this email integration in place, it’s easy to see your unassigned messages and assign them to team members, who receive notifications within their own Gmail inbox.

You can also add notes when assigning the email if you think the agent could benefit from extra data. Another cool tracking feature is that you can send out CSAT surveys and then track responses in real-time.

You can see results for each agent to identify high-performers. Hiver offers integration with Slack and Gmail.

You can also connect the tool to Zapier to enable further workflow automation.

Pricing starts at $19 per agent per month.

To access all the features you need the $49 per agent per month Pro plan.

Tenfold is customer relationship software that helps teams provide better customer experiences. As well as its service features, the tool has lead management functionality suitable for sales teams.

The tool works by being a single place that stores all your customer interactions including online, call, and chat channels. Business owners and teams can see communication history, agent notes, messages, and past purchases.

A key feature is the ability to create business process automation that reduces the amount of manual work your team has to do. For example, the tool will automatically log call data in the CRM when a conversation finishes. Tenfold integrates with plenty of other enterprise CRMs and ERPs like Salesforce and Microsoft Dynamics.

It also connects with telephony platforms like Cisco and Genesys. Tenfold offers three service levels, but doesn’t advertise how much each one costs.

You can contact the team via the website for more information.

EngageBay is a combined CRM, marketing automation, and help desk solution. These features come together to simplify how you track users as they move through your sales funnel.

The help desk has a ton of features for customer service teams. For starters, you can track emails and web chats in a single place. You can bring together customer contact, as well as other interactions like purchases or forms. Once contact comes in, you can see open and closed tickets and view the status of each one as they are solved by your team. Meanwhile, robust reporting features help you track key data such as when a ticket passes your target service level.

EngageBay also offers features for marketing and sales teams. Marketing can access email marketing tools to create automated workflows. While salespeople get a sales pipeline that helps them watch leads as they move through the funnel. All relevant data is stored in the CRM.

The tool integrates with other business software such as Shopify, Xero, and Stripe. A cool integration is that you can connect with LinkedIn to manage professional contacts from within the platform.

EngageBay has flexible pricing that depends on what you need.

The all-in-one plan that includes marketing and sales is $14.99 per user per month, while buying each one separately costs $12.99 per month.

You can also access the Service Bay help desk for free.

ProProfs Help Desk is a tool that helps you manage emails within a shared inbox. It allows you to accept emails to multiple company addresses, such as those for your sales, billing, or tech support teams and view them in a single space.

This is useful for small teams with people who take on multiple roles. The tool can then automatically assign tickets to the relevant agent. You can also view live chat requests in the same inbox. Once you receive a ticket, the software helps managers track it, so that no tickets get overlooked.

You can also prioritize certain tickets, such as those relating to critical issues. The tool has some powerful reporting features that help teams track customers. For example, customers can rate their experience and the software will track these ratings so you can see how customer satisfaction changes over time.

You can also track metrics like the number of tickets and how quickly you handle requests.

ProProfs pricing starts at $15 per user per month.

You can try any plan for free for 15 days.

Freshdesk is a leading customer service platform. It allows you to bring all customer interactions into a single helpdesk platform to track each customer’s journey with your business. Freshdesk has all the integrations you need to offer true omnichannel support. You can connect social, website, email, and even messaging platforms like WhatsApp.

This means the tool tracks interactions no matter which channels the customer uses. This results in a complete overview of each customer’s history with your business. The tool also has powerful analytics that help manage the overall customer experience.

You can see information such as customer satisfaction, average wait time, and service level target. Use these stats to see when your service is on-point and when it can improve.

Freshdesk offers a ton of integrations. As well as all major support channels, you can connect with Slack, Shopify, Salesforce, Microsoft Teams, Mailchimp, and over 1,000 other tools. The tool also works with Freshwork’s other products, including the Freshsales CRM and Freshteam HR management tool.

Freshdesk pricing starts at $18 per agent per month, although you’ll need the $35 plan to access the omnichannel features.

You can grab a 21-day free trial to test the software.

Jitbit Helpdesk is customer service software with both on-premise and cloud-based versions. The on-premises version is good if you want to keep your data in-house. The tool has features to help you track customer requests that come in via email. It takes incoming contact and turns it into tickets, which get sent to agents.

You can create rules that route tickets to relevant agents depending on keywords found in the subject line. For example, pricing enquiries can be sent to sales reps, while technical support can be sent to IT help.

The tool can also pull customer information from third-party software such as CRM platforms. This provides agents with further data about each ticket.

The on-premises version of JitBIt starts at $1,699 for up to ten agents.

There is also a cloud-based version that starts at $24 per month.

Kayako is a help desk software that streamlines customer service communication. It allows you to offer support on any channel via a single app. The dashboard provides a central overview of each customer’s journey with your company. You can see all interactions, including past conversations and their purchase history.

You can even see data such as the customer’s website interactions before they contact your team. This is helpful in many ways. For example, your team can instantly see if they had a problem, such as a failed payment, and then take action based on this. Or they can see when the customer viewed a help desk article on a particular topic and provide further help.

The tool integrates with plenty of other SaaS platforms. And if an integration doesn’t already exist, you can access the tool’s API. You can also connect the tool to most communication channels and ecommerce providers like Shopify.

This can give your team more data about the customer’s purchase history.

Kayako pricing starts at $30 per agent per month.

You can try the software for free for 14 days.

Giva eHelpDesk is HIPAA-compliant help desk software. It has specialized plans for IT help desks and customer service teams. Being HIPAA-compliant means healthcare businesses can track customer data while complying with regulations.

Features that make the tool compliant include data encryption, vulnerability management, logging, and risk assessment. The dashboard is where you see all crucial customer information.

You can track the status of tickets and see which ones are over or under your target SLA. If one is over, prioritize quickly answering the query.

The dashboard is also completely customizable, so you can ensure the most important information is visible.

Pricing starts at $49 per month when billed annually.

You can grab a free trial on the website to test out the software.

LiveAgent is help desk software you can use to track all customer interactions in a single place. You can connect all the channels you use to speak to customers, including social, email, and even video calling. All conversions are tracked within the app so agents can easily access them to provide more relevant support.

An interesting feature is that you can collect customer data with forms and store answers within each customer profile. Use this data to influence future support or marketing campaigns. You can also see past purchases and data about customer satisfaction.

LiveAgent also has real-time online visitor tracking. You can see each person’s country and the page they are on. You can then proactively invite these people to chat via the messaging widget on your website. Use this to gauge buying intent by identifying visitors that spend a lot of time on high-value pages.

The tool has plenty of other useful features for service teams. For example, email templates let you create quick-to-deploy messages for a variety of situations and the knowledge base lets you offer self-service support.

LiveAgent paid plans start at $15 per month.

To access the agent chat features, you’ll need the $29 per month plan.

You can try each one out for free for 14 days.