Customer Service Automation Solutions Map

Popular and leading solutions you should know

Here is a brief list of popular CRM solutions. There is no defined answer which one is the best, as each one has a different approach. We collected enterprise to SMB solutions, as the former need to manage resellers and complex business models and the latter has no need for such capabilities.

Customer
Relationship
Management

Salseforce

Cloud
$$$
Enterprise

Microsoft Dynamics

Cloud / On Prem
$$
Enterprise

Hubspot

Cloud
$
Mid - SMB

Zendesk Sell

Cloud
$
Mid - SMB

ZoHo

Cloud
$$
Mid - SMB

Cloud / On Prem
$
Mid - SMB

SuitCRM

Cloud / On Prem
Free
Enterprise - SMB

AgileCRM

Cloud
$
SMB

CRM Automation tools

It is very interesting to see how CRM platform evolved over the years (and they still do!), as industry needs change and become more complex to manage (e.g. integration to social networks). In the list below we listed automation solutions in different areas:

  • Sales: managing leads from opportunity to acquisition
  • Customer Support: ticketing system and event management
  • Business Process: ability to connect events from customer purchase to shipping, all automatically
Zapier_logo

Zapier

Connect and trigger data from your services' solutions

Shopify Plus

Shopify flow - allows eCommerce automation

IFTTT

Best solution for IoT devices integration

automate-io-blue

Automate

Automate marketing, sales and business processes

microsoft flow logo

Microsoft Flow

Create automated workflows between apps and services

Integromat

create professional integrations

Workato

For professionals, teams, and businesses

piesync logo

Piesync

Two way contact syncing between apps

Actiondesk

Built powerful automations using spreadsheet interface

azuqua

Visual UI flow for business automation

Elastic.io

On-premises and cloud applications automation

Customer's communication channels automation

    • Do you want to communicate with your users over the phone? SMS? Facebook messengers? WhatsApp? Slack?
    • What if you have global markets with multilingual needs?
    • Do you need to setup an IVR solution?

There are several solutions that can help you manage this complex setup:

Twilio-Logo

Twilio

Automate communication channels

Zendesk Sunrise

Muli-channel communication

Livepoerson

Messaging, chat and Call-to-Message

Live chat solutions

Twilio-Logo

Twilio

Automate communication channels

Zendesk Chat

Another module inside a great suite

Livepoerson

For professionals, teams, and businesses

drift logo

Drift

Good pipeline for the sales part

olark-logo-1

Olark

Simple and straightforward solution

Snap engage

Great popular CRMs integration

Pure chat

Flat fee: no per-message costs

comm100Logo

Comm100

Self-hosted solution

livehelpnow

Live help now

A robust & focused solution

Snap engage

Enterprise legacy solution - Magento / CMS / Salseforce

Sendinblue

Email / SMS / Chat with automation

freshchat-logo-1024x233

Freshchat

Good app integration: WordPress, Shopify, facebook messenger

chaportLogo

Chaport

Simple and cost-effective

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