10 Best Customer Tracking Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Selecting a suitable customer tracking software from a plethora of options can seem daunting. You want a tool that not only tracks interactions across multiple channels but also provides deep insights to tailor your strategies effectively - and you need to find the right one for you. I've got you covered! With my background as a CX specialist, I've done the heavy lifting for you. In this post, I guide you through the best customer tracking software options for monitoring your customer journey.
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Best Customer Tracking Software Summary
This comparison chart summarizes pricing details for my top customer tracking software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best customer service platform with journey tracking | 14-day free trial + free plan available | From $15/user/month (billed annually) | Website | |
| 2 | Best for comprehensive tracking and data analysis | 14-day free trial | From $25/user/month (billed annually) | Website | |
| 3 | Best for viewing customer history | 15-day free trial + free plan available | From $50/user/month (billed annually) | Website | |
| 4 | Best Gmail-based customer tracking software | Free plan available | From $25/user/month (billed annually) | Website | |
| 5 | Best for AI-powered customer engagement | 7-day free trial + free plan available | From $25/user/month | Website | |
| 6 | Best customer tracking for small business | 15-day free trial + free plan available | From $7/user/month (billed annually) | Website | |
| 7 | Best for tracking customer portfolio health | Free demo available | Pricing upon request | Website | |
| 8 | Best customer tracking with business process automation | Not available | Pricing Upon Request | Website | |
| 9 | Best customer tracking with powerful sales features | Free demo + free plan available | From $12.74/user/month (billed annually) | Website | |
| 10 | Best customer tracking for small teams | 15-day free trial + free plan available | From $19.99/user/month (billed annually) | Website |
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Hiver
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
monday service
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Customer Tracking Software Review
Below are my detailed summaries of the best customer tracking software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
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 14-day free trial to test the software.
Salesforce CRM is a cloud-based software that helps businesses manage their relationships with customers. It keeps track of everything from customer contact information to sales data and customer service interactions. It's a great tool for businesses of all sizes, but especially for those with a large customer base or those looking to scale up.
There are a few features that really make Salesforce CRM stand out. First off, it's got an intuitive dashboard that gives you a quick overview of your sales data. It's also got a robust reporting feature that lets you generate detailed reports on your sales and customer interactions. And it has a contact management feature that lets you keep track of all your customer information in one place.
Key features include the ability to automate routine tasks, such as sending follow-up emails or creating personalized notifications depending on customer behavior or preferences. This helps eliminate manual labor in executing campaigns while allowing users to drive engagement. Salesforce CRM also has unmatched client relationship building systems, which makes it great for funneling marketing efforts right into your sales team's contact list for personalized attention.
Integrations include Facebook, Twitter, LinkedIn, Instagram, Mailchimp, Constant Contact, Google Workspace, Slack, Quickbooks, Docusign, JIRA, HelloSign, Code Science, Active Campaign, and Dropbox. You can also access numerous additional integrations through the Salesforce AppExchange.
New Product Updates from Salesforce CRM
Salesforce CRM boosts video streaming & data security
This release brings VP9 with SVC for sharper, more efficient video streaming and a Beta Identity Insights API for real-time phone intelligence to curb fraud and enrich data. Visit Salesforce CRM’s website for more.
Help Scout is a customer tracking platform that helps support teams manage customer interactions with shared inboxes, automated workflows, analytics, and multi channel communication tools.
The platform provides a centralized view of each customer’s history, pulling together emails, chat conversations, requests, and activity from connected systems to give teams a clear understanding of customer behavior. This consolidated record is especially useful for businesses that want real time visibility into inquiries and service trends so they can respond quickly and make informed decisions. Features like open tracking and tagging help teams monitor message engagement and categorize recurring issues, while detailed reporting surfaces insights into response times, customer volume, and satisfaction.
Additionally, Help Scout offers tools such as automated routing, AI assisted replies, and post resolution messaging to improve consistency and productivity across support teams. Its Beacon widget and knowledge base features can proactively guide users to helpful resources, reducing ticket volume while enabling more personalized interactions when customers do reach out. These capabilities, paired with analytics that highlight performance gaps and emerging patterns, make the platform a strong fit for teams aiming to improve service efficiency.
Integrations include Salesforce, Shopify, Slack, Stripe, HubSpot, Jira, Mailchimp, ActiveCampaign, Asana, Google Sheets, WooCommerce, and Zapier.
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.
New Product Updates from Hiver
Hiver Adds Shared Inbox Support for Gmail Teams
Hiver introduces Shared Inbox support in Gmail, allowing teams to connect standard Gmail or Google Group email addresses to Hiver Omni for centralized email management. For more information, visit Hiver's official site.
Tidio is an AI-powered customer service platform designed to help businesses track, engage, and assist customers in real time. The software combines live chat, chatbots, and automation tools to give teams a full view of customer behavior across digital touchpoints. As a customer tracking solution, Tidio provides real-time visitor monitoring, segmentation tools, and analytics that reveal how users interact with your website and which experiences drive conversions.
The platform uses cookies and session tracking to maintain user preferences and track browsing behavior. These insights help you understand returning visitors, personalize conversations, and identify patterns in customer intent. Its AI assistant, Lyro, automates responses to common inquiries, ensuring 24/7 coverage while freeing up human agents to focus on more complex issues. Businesses can use Tidio to analyze user engagement trends, optimize marketing campaigns, and provide tailored support that improves satisfaction scores.
Key features include Live chat for real-time customer interactions, an AI agent (Lyro) that delivers human-like responses, help desk management for organizing support workflows, and detailed visitor analytics for monitoring user behavior. You can also automate repetitive support tasks, handle high-volume inquiries efficiently, and maintain brand voice consistency across all customer touchpoints.
Integrations include Google, HubSpot, Typeform, YouTube, Apollo.io, Firebase, Cookiebot, Twitter, Microsoft, Shopify, WordPress, and WhatsApp.
Bigin by Zoho CRM is a customer relationship management (CRM) software designed specifically for small businesses. It's a simplified version of Zoho's full-fledged CRM solution, and focuses on the essential features that smaller companies need to track customers through their sales pipeline. It has an intuitive and friendly interface, making it easy to get up and running regardless of how tech savvy your team is.
The software provides a centralized database for all your customer information, and you can add and update records easily through the system. You can also customize the fields and layout of your customer information database to suit your business needs.
When a lead enters your database, you can track their progress through your sales funnel using the visual pipeline builder. This pipeline gives you an overview of what stage each customer is at in their buyer's journey, and allows you to take action to move them forward. It's a simple drag-and-drop system, and you can set up automated workflows to move leads through the pipeline automatically.
The software also has a multi-channel communication tools for email, phone, social media, and web forms. This is a great time-saver, as you don't need to switch between different applications to manage your customer communications. You can also draw up custom reports and analytics in the system to help you track your sales performance and identify areas for improvement.
Paid plans start from $7/user/month, and a 14-day free trial is available.
Velaris is a customer success platform that empowers customer success managers with AI-driven analytics, success plans, collaboration tools, and automations.
The platform provides a 360-degree view of customer data, integrating information from various sources to offer a holistic understanding of customer interactions and behaviors. This feature is particularly beneficial for businesses looking to gain real-time insights and make data-driven decisions. The ability to configure dynamic health scores tailored to each customer lifecycle stage further allows companies to monitor and improve customer satisfaction proactively.
Additionally, Velaris offers task management, playbooks, and success plans, which help standardize processes and improve team productivity. The integration of AI capabilities, such as sentiment analysis and automated task creation based on customer communication, further enhances the platform's effectiveness.
Integrations include Slack, Microsoft Teams, Intercom, MailChimp, Outlook, Google Drive, HubSpot, Jira, and Salesforce.
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.
Other Customer Tracking Software
Here are some additional customer tracking software options that didn’t make it onto my shortlist, but are still worth checking out:
- Fullstory
For session replays to visualize behavior
- Keap
For tracking interactions
- Jitbit Helpdesk
On-premises customer tracking option
- Kayako
For post-purchase customer tracking
- Giva eHelpDesk
HIPAA-compliant helpdesk software
- Compass
For tracking digital adoption
- UDESK
For seamless transition between AI and human agents
- LiveAgent
Chat software with customer interaction tracking
- HubSpot CRM
For improved sales and service efficiency
- Zendesk
Customer tracking with productivity tools
Customer Tracking Software Selection Criteria
When selecting the best customer tracking software to include in this list, I considered common buyer needs and pain points like managing customer data efficiently and improving customer communication. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage customer interactions
- Track sales pipelines
- Store customer data
- Generate reports and analytics
- Automate follow-up tasks
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Predictive analytics
- Customizable dashboards
- AI-driven insights
- Multichannel communication support
- Advanced data privacy controls
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Easy navigation
- Minimal learning curve
- Accessibility on multiple devices
- Customization options
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Supportive chatbots
- Webinars and live training sessions
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Response time
- Access to a knowledge base
- Dedicated account managers
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing transparency
- Competitive pricing
- Features included in basic plans
- Discounts for annual billing
- Free trial availability
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Common pros and cons
- Feedback on customer support
- User experience insights
- Reports on stability and reliability
How to Choose Customer Tracking Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your business? Consider future expansion and whether the tool can handle increased data and users without additional costs or performance issues. |
| Integrations | Does it connect with your existing tools? Ensure the software integrates smoothly with your CRM, email, and other essential systems to avoid data silos and workflow disruptions. |
| Customizability | Can you tailor it to your needs? Look for options to adapt the software’s interface, fields, and reports to match your specific processes and preferences. |
| Ease of use | Is it intuitive for your team? Evaluate the user interface and complexity. A steep learning curve can slow down adoption and reduce efficiency. |
| Implementation and onboarding | How long will setup take? Assess the time and resources required for installation, data migration, and training. Look for tools with guided onboarding and support services. |
| Cost | Is it within your budget? Compare pricing models and watch for hidden fees. Consider long-term costs, including upgrades, support, and additional licenses. |
| Security safeguards | How is your data protected? Check for encryption, access controls, and compliance with data protection regulations to ensure your customer information is secure. |
| Support availability | What support can you expect? Look for 24/7 support, multiple contact methods, and a comprehensive knowledge base to help resolve issues quickly. |
What Is Customer Tracking Software?
Customer tracking software is a tool that helps businesses monitor and manage customer interactions and data. Professionals like sales teams, customer service representatives, and marketing personnel generally use these tools to enhance customer relationships and improve service delivery. Automation, data analytics, and reporting features help with managing customer information, identifying trends, and optimizing communication strategies. These tools offer significant value by enabling businesses to understand their customers better and make informed decisions.
Features
When selecting customer tracking software, keep an eye out for the following key features:
- Automation: Automates repetitive tasks like follow-up emails and data entry, saving your team time and reducing errors.
- Data analytics: Provides insights into customer behavior and trends, helping you make informed decisions and improve strategies.
- Reporting: Generates detailed reports on customer interactions and sales pipelines, aiding in performance evaluation and forecasting.
- Customizable dashboards: Allows you to tailor your workspace to fit your specific needs and preferences, enhancing productivity.
- Real-time notifications: Keeps your team updated on customer activities and important changes, ensuring timely responses.
- Multichannel communication support: Integrates various communication channels, providing a unified view of customer interactions.
- Predictive analytics: Offers forecasts and predictions based on historical data, helping you anticipate customer needs.
- Security safeguards: Ensures customer data is protected with encryption and access controls, maintaining privacy and compliance.
- Integration capabilities: Connects with existing tools and systems, ensuring seamless data flow and reducing workflow disruptions.
- User-friendly interface: Features an intuitive design that minimizes the learning curve, promoting quick adoption by your team.
Benefits
Implementing customer tracking software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved customer insights: Gain a deeper understanding of customer behavior and preferences through data analytics, helping you tailor your offerings.
- Enhanced team productivity: Automation of routine tasks frees up time, allowing your team to focus on more strategic activities.
- Better decision-making: Access to real-time data and predictive analytics supports informed decisions and anticipates customer needs.
- Increased sales efficiency: Track sales pipelines and manage interactions efficiently, leading to faster conversions and higher sales.
- Stronger customer relationships: Multichannel communication support helps maintain consistent and personalized interactions with customers.
- Data security: Protect customer information with robust security measures, ensuring compliance with data protection standards.
- Customizable workflows: Adapt the software to fit your specific processes and needs, enhancing the overall user experience.
Costs & Pricing
Selecting customer tracking software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in customer tracking software solutions:
Plan Comparison Table for Customer Tracking Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0/user/month | Basic contact management, limited support, and basic reporting. |
| Personal Plan | $5-$25/user/month | Contact management, email tracking, basic analytics, and limited integrations. |
| Business Plan | $30-$60/user/month | Advanced analytics, workflow automation, custom dashboards, and integrations. |
| Enterprise Plan | $70-$150/user/month | Customizable solutions, dedicated support, advanced security, and full integrations. |
Customer Tracking Software FAQs
Here are some answers to common questions about customer tracking software:
How can customer tracking software improve customer service?
Customer tracking software improves customer service by providing a centralized database of customer interactions and preferences. This allows your team to offer personalized service, respond quickly to inquiries, and address issues effectively. By having a comprehensive view of each customer, your team can anticipate needs and enhance satisfaction.
Is customer tracking software suitable for small businesses?
Yes, customer tracking software is suitable for small businesses and can help them manage customer relationships more efficiently. Many solutions offer affordable plans tailored to smaller teams, providing essential features like contact management and basic analytics. Small businesses can benefit from improved organization and insights without the need for complex systems.
What are the risks of deploying customer engagement software without a clear governance plan?
When you roll out customer engagement software without defined roles, data ownership, or rules of use, you risk low adoption, duplicate work, or even data privacy issues. Your team might end up with conflicting views of customer status or misaligned communication. A governance plan ensures everyone knows who’s responsible for what, and how you use data.
What’s Next:
If you're in the process of researching customer tracking software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
