12 Best Customer Engagement Platforms for 2025

Chris Brisson

Chris Brisson

on

December 10, 2025

12 Best Customer Engagement Platforms for 2025

In today's crowded market, generic outreach no longer cuts it. Customers expect personalized, timely, and relevant communication on their preferred channels, from SMS and voice to email and social media. This shift demands more than just a basic CRM; it requires a dedicated platform to orchestrate meaningful interactions that build loyalty and drive revenue. The challenge is navigating a market filled with options, from all-in-one enterprise suites to specialized tools designed for specific industries like healthcare or ecommerce.

Finding the right solution is critical. The wrong choice can lead to wasted resources, disjointed customer experiences, and compliance risks. This guide is designed to help you bypass the noise and find the best customer engagement platforms for your specific needs, whether you're a small karate studio sending class reminders, a marketing agency managing multi-channel campaigns, or a HIPAA-covered entity requiring secure patient communication.

We will break down the top 12 platforms, analyzing their core strengths, ideal use cases, and practical limitations. We'll explore how features like multi-channel automation, voice broadcasting, and even innovative tools like ringless voicemail can transform your outreach. Before diving into specific platforms, it's helpful to have a solid foundation. To get a deeper understanding of the foundational principles, exploring proven strategies to improve customer engagement can offer valuable insights for your overall approach.

Each entry in our list includes screenshots, direct links, and a clear breakdown of pros and cons, helping you choose the right technology to connect with customers effectively and compliantly. Let's find the platform that will elevate your customer interactions in 2025.

1. Call Loop

Call Loop carves out a unique and powerful niche among the best customer engagement platforms by unifying three distinct outbound channels: SMS/MMS, voice broadcasting, and ringless voicemail. This integrated approach allows businesses to orchestrate sophisticated, multi-touch campaigns that capture attention in ways email or single-channel messaging simply cannot. It moves beyond basic texting to provide a full suite of tools for proactive, scalable outreach, including innovative ringless voicemail drop technology.

Call Loop platform interface showing campaign creation options

The platform excels at delivering time-sensitive, high-impact messages. For example, an ecommerce store can send an SMS flash sale alert, follow up with a personalized ringless voicemail about an abandoned cart, and then use a voice broadcast to announce last-call savings. This multi-pronged strategy dramatically increases the likelihood of engagement. Its deep integration capabilities with over 4,000 apps via Zapier, including major CRMs like HubSpot and Keap, ensure it slots directly into existing marketing and sales workflows.

Key Features & Use Cases

  • Multi-Channel Messaging: Seamlessly combine SMS, MMS, voice calls, and ringless voicemail drops into a single, automated sequence. This is ideal for appointment reminders, event promotions, and lead nurturing.
  • HIPAA Compliance: For healthcare providers, Call Loop is a standout choice. Its HIPAA-compliant framework enables secure patient communications, such as appointment confirmations, test result notifications, and medication reminders, without compromising protected health information (PHI).
  • Advanced Automation: Leverage text-to-join keywords, merge fields for personalization, and date-based triggers (e.g., birthdays, anniversaries) to build automated drip campaigns that run in the background.
  • Powerful Voice Tools: The platform includes live/machine answer detection, press-1 transfers to connect with a live agent, and custom caller ID. You can upload pre-recorded audio or use its text-to-speech engine for broadcasts.
  • Deliverability & Compliance: Built-in features like number validation, link shortening, click tracking, and robust DNC list management help ensure messages land in the inbox while adhering to regulations.

Pricing

Call Loop offers a free trial to explore its features. Its pricing model is usage-based, with SMS credits and a pay-per-successful-drop model for its innovative ringless voicemail service. For high-volume users, a conversation with their sales team is recommended to tailor a plan that aligns with specific campaign needs and provides the most accurate cost estimate.

Pros & Cons

ProsCons
Unified Multi-Channel Outreach: Manage SMS, voice, and ringless voicemail campaigns from one dashboard.Pricing Complexity: The pay-per-use model for voice can be difficult to forecast for large campaigns without a sales consultation.
Strong HIPAA & TCPA Compliance: A critical advantage for healthcare and regulated industries.Ringless Voicemail Regulations: Users must be diligent in understanding and complying with regional laws governing ringless voicemail.
Deep Integrations: Connects with thousands of apps, making it a flexible addition to any tech stack.
Proven Results: Trusted by over 45,000 users with documented case studies showing significant ROI.

Website: https://www.callloop.com

2. Salesforce Marketing Cloud Engagement

Salesforce Marketing Cloud Engagement is an enterprise-grade platform designed for complex, cross-channel customer journey orchestration. It excels at unifying customer data from various Salesforce clouds (like Sales, Service, and Commerce) to create highly personalized interactions across email, SMS, mobile push notifications, and social media. This deep integration with the Salesforce ecosystem makes it one of the best customer engagement platforms for mid-market to enterprise-level organizations already invested in Salesforce.

Salesforce Marketing Cloud Engagement

Its core strength lies in Journey Builder, a sophisticated tool for visualizing and automating customer paths. The platform leverages Einstein AI to optimize send times, recommend content, and manage engagement frequency, ensuring messages are timely and relevant. However, its power comes with complexity; implementation often requires certified partners, and the overall cost can be substantial once licensing, implementation fees, and necessary success plans are factored in. The pricing structure, which is divided into editions like Pro, Corporate, and Enterprise, can also be challenging to navigate.

Key Features & Use Cases

  • Best For: Mid-market and enterprise companies needing a single, scalable platform deeply integrated with their CRM data.
  • Channels Supported: Email, SMS, Push Notifications, WhatsApp, Social Studio, and real-time web interactions.
  • Standout Feature: Journey Builder offers unparalleled control for designing and automating intricate, multi-step, cross-channel customer campaigns.
  • Implementation Note: Plan for a significant implementation period and budget for a certified implementation partner for best results. For businesses seeking more straightforward marketing automation, you can explore various solutions for automated campaigns.
ProsCons
Unmatched scale and ecosystemHigh complexity and steep learning curve
Deep, native Salesforce CRM integrationPricing is often opaque and expensive
Extensive partner marketplace (AppExchange)Requires specialized expertise to manage

Website: www.salesforce.com

3. Braze

Braze is a purpose-built customer engagement platform renowned for its real-time, cross-channel messaging and powerful mobile-first capabilities. It enables consumer brands to ingest and act on customer data instantly, delivering highly relevant and contextual interactions across email, SMS, push notifications, and in-app messages. The platform is designed for agility, making it one of the best customer engagement platforms for marketing teams focused on rapid experimentation and lifecycle automation.

Braze

Its core strength is Canvas Flow, an intuitive journey builder that allows marketers to visually orchestrate complex user paths with A/B testing and multivariate branches. Braze also integrates a suite of AI tools to optimize messaging timing, personalization, and channel selection. While its user-friendly interface empowers marketers, its pricing is quote-based and can become a significant investment as message volumes and data points scale. It is best suited for organizations with dedicated engagement marketing teams who can fully leverage its sophisticated feature set.

Key Features & Use Cases

  • Best For: B2C and consumer brands, especially in mobile-app-centric industries like ecommerce, media, and on-demand services.
  • Channels Supported: Email, SMS, Push Notifications, In-App Messages, In-Browser Messages, WhatsApp, and Webhooks.
  • Standout Feature: Canvas Flow provides a visually intuitive yet powerful interface for building, testing, and launching sophisticated cross-channel customer journeys in real-time.
  • Implementation Note: Successful implementation involves deep integration of its mobile and web SDKs. Ensure your development team is prepared to support the initial setup for comprehensive data streaming.
ProsCons
Marketer-friendly UI for rapid testingPricing is by quote and can rise with volumes
Proven reliability at very high message volumesBest fit for teams with dedicated lifecycle marketers
Strong mobile and app-focused capabilitiesCan be overly complex for simple use cases

Website: https://www.braze.com/product/overview

4. Adobe Journey Optimizer

Adobe Journey Optimizer is Adobe’s enterprise-grade solution for real-time journey orchestration and experimentation. Built on the powerful Adobe Experience Platform, it is designed for large organizations deeply integrated into the Adobe Experience Cloud. The platform excels at using unified customer profiles to deliver personalized, omnichannel experiences, making it one of the best customer engagement platforms for enterprises committed to Adobe’s marketing and analytics ecosystem.

Adobe Journey Optimizer

Its core advantage lies in its ability to leverage AI for real-time decisioning and journey design. This allows marketers to orchestrate complex interactions across both online and offline channels with precision. The platform's built-in content tools and native integration with Adobe Assets and Adobe Target create seamless creative and testing workflows. However, this power is not for everyone; it requires adoption of the Adobe Experience Platform and a significant, enterprise-oriented onboarding process. Pricing is entirely quote-based and tailored to large-scale deployments, placing it out of reach for most small to mid-sized businesses.

Key Features & Use Cases

  • Best For: Enterprise organizations already invested in the Adobe Experience Cloud needing sophisticated, real-time journey orchestration.
  • Channels Supported: Email, Push Notifications, In-App Messages, SMS, and other custom channels via Adobe Experience Platform.
  • Standout Feature: Real-time decisioning and AI-assisted experimentation allow for dynamic, highly optimized customer journeys at a massive scale.
  • Implementation Note: Full implementation is complex and resource-intensive, requiring a dedicated team and likely the support of Adobe Professional Services or a certified partner.
ProsCons
Unified profiles and governance at enterprise scaleRequires Adobe Experience Platform and enterprise onboarding
Deep creative and content workflow tie-insPricing is quote-based and aimed at large enterprises
Offers B2B and B2C editions for tailored use casesHigh complexity and significant initial investment

Website: business.adobe.com

5. Iterable

Iterable is a cross-channel marketing platform designed for speed and flexibility, enabling growth and lifecycle teams to create unified customer experiences. It activates real-time data to power personalized campaigns across email, SMS, mobile push, and in-app messaging. By providing marketer-friendly workflows and embedded AI, Iterable stands out as one of the best customer engagement platforms for teams focused on rapid experimentation and iteration without heavy reliance on technical support.

Iterable

The platform's core is its ability to ingest data from any source, including data warehouses, via its Smart Ingest feature, making customer information immediately actionable within its drag-and-drop journey builder. Its AI suite assists with optimizing send times, channels, and even copy to maximize impact. While this combination of power and usability is a major draw, the pricing is not publicly available and varies based on contact volume and feature add-ons. Furthermore, unlocking its most advanced capabilities may require dedicated technical resources to ensure proper data hygiene and integration.

Key Features & Use Cases

  • Best For: Growth-focused B2C companies (like e-commerce, media, and marketplaces) that need to test and optimize campaigns quickly.
  • Channels Supported: Email, SMS, In-App Messaging, Push Notifications, Web Push, and Direct Mail.
  • Standout Feature: A powerful combination of an intuitive journey builder and flexible data ingestion, allowing marketers to launch sophisticated campaigns with minimal delay.
  • Implementation Note: Leverage Iterable's extensive documentation and support resources during onboarding. Ensure your data strategy is well-defined to get the most out of the platform's segmentation capabilities.
ProsCons
Fast time-to-value for experimentationPricing not publicly listed; varies by volume and add-ons
Strong documentation and support resourcesAdvanced features may require technical resourcing for data hygiene
Good balance of power and usability for growth teamsCan become complex for very small businesses with simple needs

Website: https://iterable.com

6. HubSpot

HubSpot is an all-in-one CRM platform that combines marketing, sales, customer service, and content management into a single, unified system. Its strength lies in its approachability and scalability, offering a robust free tier that allows businesses to start small and add functionality as they grow. This makes it one of the best customer engagement platforms for small to medium-sized businesses looking for a comprehensive solution that can expand with their needs. The platform centralizes customer data, enabling personalized communication across channels like email, live chat, and forms.

HubSpot

The platform is renowned for its intuitive user interface and extensive educational resources through HubSpot Academy, which significantly lowers the barrier to entry for teams new to CRM and marketing automation. While the free tools are generous, scaling to Professional or Enterprise tiers can become a significant investment, as costs increase with contact list size and feature access. These higher tiers often include mandatory onboarding fees, which is a key budget consideration. However, its native CRM integration and vast app marketplace provide a level of connectivity that few competitors can match for the SMB market.

Key Features & Use Cases

  • Best For: SMBs seeking a user-friendly, all-in-one platform to grow into without a steep initial learning curve.
  • Channels Supported: Email, Live Chat, Forms, Website Pages, Social Media, and Digital Ads.
  • Standout Feature: A powerful free CRM that serves as the foundation for all marketing, sales, and service activities, providing a single source of truth for customer data.
  • Implementation Note: Start with the free tools to centralize your data, then explore paid hubs as your needs for sophisticated automation grow. For a deeper understanding of how to build out your engagement strategies, you can explore examples of marketing automation workflows.
ProsCons
Very approachable UI and onboardingProfessional/Enterprise tiers have required onboarding fees
Free plan available to start; easy to expandCosts scale with contacts and seats
Large ecosystem and community supportAdvanced customization can be limited vs. enterprise-first platforms

Website: https://blog.hubspot.com/marketing/hubspot-marketing-hub-pricing

7. Intercom

Intercom is a conversational engagement suite designed to connect businesses with customers through its messenger, AI-powered bots, and integrated help desk. It specializes in in-app messaging and product tours, making it a powerful tool for SaaS and product-led companies looking to onboard, engage, and support users directly within their platform. Its modern interface and focus on real-time conversations make it one of the best customer engagement platforms for teams prioritizing a direct, personal touch.

Intercom

The platform’s strength is its unified nature, combining support, engagement, and conversion tools in one inbox. Features like Fin, its AI Agent, automate resolutions, while outbound campaigns allow for targeted email, SMS, and in-app messages. The pricing model is flexible but can become complex; it starts with a base plan, and key features like the AI Agent, product tours, and phone support are add-ons with usage-based pricing. This modularity allows businesses to scale, but requires careful cost management as usage grows.

Key Features & Use Cases

  • Best For: SaaS, tech, and product-led businesses focused on user onboarding, in-app support, and proactive customer engagement.
  • Channels Supported: In-app messages, Email, SMS, WhatsApp, product tours, surveys, and a built-in phone system.
  • Standout Feature: The combination of its powerful inbox, AI Agent (Fin), and Product Tours provides a complete suite for managing the entire in-product customer lifecycle.
  • Implementation Note: Setup is relatively fast with a clean UI, but teams should map out their user segments and messaging flows in advance to fully leverage its outbound campaign capabilities.
ProsCons
Fast setup with a clean, modern UIAdd-ons and usage-based pricing can increase total cost
Flexible usage-based channels and add-onsHeavier analytics may require exports or BI tools
Strong in-product engagement toolsCan be expensive for teams needing the full feature set

Website: https://www.intercom.com/pricing

8. Zendesk

Zendesk is a customer service-first engagement platform, widely adopted for its robust ticketing system and omnichannel support capabilities. It excels at consolidating customer conversations from live chat, email, social media, and voice into a unified agent workspace. This focus on support-led engagement makes it one of the best customer engagement platforms for businesses that prioritize resolving customer issues efficiently and maintaining detailed interaction histories. The platform has evolved to include AI-powered agents and sophisticated workforce management tools, positioning it as a scalable solution for growing support teams.

Its core strength is the seamless integration of various communication channels, allowing agents to manage complex queries without switching contexts. The Sunshine platform offers extensibility, enabling custom apps and integrations, while Sunshine Conversations facilitates rich messaging on platforms like WhatsApp and Facebook Messenger. However, its per-agent pricing model can become costly for larger teams, and accessing advanced features for analytics (via Explore) or complex workflows often requires purchasing higher-tier plans or specific add-ons.

Key Features & Use Cases

  • Best For: Businesses of all sizes focused on delivering exceptional, scalable customer support and service.
  • Channels Supported: Live Chat, Email, Voice, SMS, WhatsApp, Facebook Messenger, and other social channels.
  • Standout Feature: The unified agent workspace combined with powerful AI and automation tools streamlines support operations and improves agent efficiency.
  • Implementation Note: Start with the core suite and add advanced capabilities like workforce management or QA as your support team's needs mature.
ProsCons
Mature, scalable, and trusted platformPer-agent pricing can be expensive at scale
Strong integration marketplace and APIAdvanced features are often gated in higher tiers
Excellent AI and automation capabilitiesCan be complex to configure without dedicated resources

Website: www.zendesk.com/pricing/

9. Klaviyo

Klaviyo has established itself as a dominant force in the B2C sector, offering a powerful CRM and engagement platform tailored specifically for ecommerce brands. It excels at unifying customer data from direct-to-consumer (DTC) storefronts like Shopify and BigCommerce to orchestrate highly targeted email and SMS campaigns. Its data model is built around ecommerce events, making it one of the best customer engagement platforms for online retailers focused on driving revenue through personalized communication.

Klaviyo

The platform's strength is its rapid time-to-value for DTC merchants. With over 350 pre-built integrations, brands can quickly sync historical data and launch sophisticated automations like abandoned cart reminders and browse abandonment flows. Klaviyo is also expanding its AI capabilities, introducing tools for predictive analytics, channel affinity, and an AI Customer Agent. The pricing is transparent and usage-based with a free starter tier, but costs for SMS and WhatsApp can fluctuate based on country-specific carrier fees.

Key Features & Use Cases

  • Best For: Ecommerce and direct-to-consumer (DTC) businesses seeking a revenue-driven marketing automation platform with deep Shopify integration.
  • Channels Supported: Email, SMS, Push Notifications, and WhatsApp.
  • Standout Feature: Ecommerce-centric segmentation and predictive analytics allow for granular targeting based on customer lifetime value, churn risk, and purchase frequency.
  • Implementation Note: Launch is exceptionally fast for supported ecommerce platforms. For a deeper understanding of messaging strategies, you can learn more about how to send automated texts for your business.
ProsCons
Very fast to launch for DTC businessesPrimarily designed for B2C; less suited for B2B
Clear usage-based pricing with a free tierSMS and WhatsApp costs vary by carrier and country
Robust benchmarks and reporting for ecommerceFeatures may be overly complex for non-retail use cases

Website: https://www.klaviyo.com/features

10. SAP Emarsys Customer Engagement

SAP Emarsys Customer Engagement is an omnichannel platform specifically designed to accelerate business outcomes for retail and ecommerce brands. It differentiates itself by providing a library of pre-built, industry-specific "tactics" and automated workflows, enabling marketers to launch sophisticated campaigns like cart abandonment, post-purchase follow-ups, and loyalty programs without building them from scratch. This focus on packaged, outcome-driven strategies makes it a strong contender among the best customer engagement platforms for mid-market to enterprise retailers seeking rapid time-to-value.

SAP Emarsys Customer Engagement

The platform unifies customer data to power personalization across email, SMS, web, mobile app, and digital ads. Its AI-powered features drive product recommendations and lifecycle analytics, giving marketers clear insights into campaign performance and customer behavior. As part of the SAP ecosystem, it offers robust integrations with other SAP solutions, though it also functions effectively as a standalone product. While its strategic playbooks are a major asset, the pricing is enterprise-oriented and available only by quote, positioning it for companies with significant marketing budgets.

Key Features & Use Cases

  • Best For: Mid-market and enterprise ecommerce/retail brands that want to leverage pre-built marketing strategies and deep SAP ecosystem integrations.
  • Channels Supported: Email, SMS, Push Notifications, In-app Messages, Web Personalization, and Digital Ads.
  • Standout Feature: A vast library of pre-built, automated marketing tactics and playbooks designed specifically for retail use cases, which significantly reduces setup time.
  • Implementation Note: While faster than many enterprise platforms due to its templates, unlocking its full potential, especially with SAP integrations, requires careful data mapping and strategic planning.
ProsCons
Outcome-oriented templates accelerate campaignsPricing is available by quote and leans toward enterprise
Strong focus on retail and ecommerce needsSome newer channels may be less mature than core offerings
Excellent connectivity with the SAP ecosystemCan be overly complex for non-retail businesses

Website: https://emarsys.com/

11. Freshworks – Freshdesk Omnichannel

Freshworks delivers an integrated customer service and engagement suite with Freshdesk Omnichannel, designed to unify support conversations across multiple channels. It combines ticketing, live chat, email, voice, and modern messaging into a single agent view, making it a powerful tool for small to mid-sized businesses seeking an approachable yet comprehensive solution. The platform emphasizes ease of setup and value, offering a clear path for companies to scale their support operations without the enterprise-level complexity or cost.

Freshworks – Freshdesk Omnichannel

Its core advantage is bringing traditionally separate support functions together, augmented by its Freddy AI capabilities. This includes AI-powered agent assistance and skills-based routing to ensure inquiries are handled efficiently. This combination makes it one of the best customer engagement platforms for teams focused on reactive and proactive customer support. While its entry-level plans are very accessible, businesses should note that advanced customizations, powerful analytics, and deeper workflow automation are typically reserved for the higher-tier plans.

Key Features & Use Cases

  • Best For: SMBs and mid-market companies that need an affordable, all-in-one customer service and engagement hub.
  • Channels Supported: Email, Phone, Chat, Web, SMS, WhatsApp, and social messaging channels.
  • Standout Feature: The unified omnichannel inbox consolidates conversations from all channels into a single, cohesive thread for each customer, providing agents with complete context.
  • Implementation Note: The platform is known for its quick setup, but map out your channel priorities and agent workflows beforehand to select the right pricing tier from the start.
ProsCons
Lower entry pricing with transparent plansAdvanced analytics require higher tiers
Quick implementation and user-friendly interfaceComplex use cases may need additional Freshworks products
Good breadth across essential support channelsCustomizations can be limited on lower plans

Website: https://www.freshworks.com/freshdesk/omni/pricing/

12. Zoho SalesIQ

Zoho SalesIQ is a real-time messaging and customer engagement platform built for small to mid-sized businesses that want to convert website visitors into leads. It combines live chat, website visitor tracking, chatbots, and analytics into a single, cohesive tool that integrates deeply with the broader Zoho ecosystem, particularly Zoho CRM and Zoho Desk. This makes it an incredibly cost-effective solution for teams already using Zoho products to manage their sales and support pipelines.

The platform’s core strength is its ability to provide rich, contextual information about website visitors, allowing agents to initiate proactive, personalized conversations. Its codeless bot builder, Answer Bot, can handle common queries, qualify leads, and book appointments, freeing up human agents to focus on high-value interactions. While it excels at live chat and bot automation for websites and mobile apps, it's less suited for complex, enterprise-level cross-channel journey orchestration compared to more expensive platforms. The pricing is highly competitive, with a generous free plan and affordable paid tiers.

Key Features & Use Cases

  • Best For: SMBs and mid-market companies, especially those already invested in the Zoho ecosystem, needing a powerful live chat and bot solution.
  • Channels Supported: Website Live Chat, In-app Messaging, WhatsApp, Instagram Direct Messages, and Facebook Messenger.
  • Standout Feature: The codeless bot builder combined with proactive chat triggers allows businesses to automate lead qualification and customer support on their website effectively.
  • Implementation Note: Deployment is straightforward with a simple code snippet for websites and SDKs for mobile apps. The tight integration with Zoho CRM is a primary benefit and should be configured to maximize value.
ProsCons
Very competitive pricing with a generous free planLess suited for complex enterprise orchestration
Deep, native integration with the Zoho ecosystemCustom branding options may require higher tiers
Fast to deploy on websites and mobile appsCan be less intuitive outside of the Zoho environment

Website: https://www.zoho.com/salesiq/

Top 12 Customer Engagement Platforms — Quick Comparison

ProductCore channelsBest forKey strengths (USPs)Pricing modelCompliance & deliverability
Call Loop (Recommended)SMS/MMS, Voice broadcast, Ringless voicemail, Drip sequencesMarketers, sales/agencies, ecommerce, HIPAA-covered healthcareUnified multi-channel orchestration; ringless pay-per-drop; deep CRM + Zapier integrations; powerful automationFree trial; ringless billed per successful drop; voice/usage-based; some pricing via SalesHIPAA support; number validation, DNC, toll-free compliance, double opt-in, link tracking
Salesforce Marketing Cloud EngagementEmail, SMS, Push, WhatsApp, real-time journeysMid-market → Enterprise tied to Salesforce CRMNative Customer 360 tie-ins; Einstein AI; enterprise governance & scaleEdition/quote-based (complex packaging)Strong enterprise governance, permissions, deliverability controls
BrazeEmail, SMS, Push, In-app, WebConsumer/mobile-first brandsReal-time messaging, mobile SDKs, Canvas journeys; marketer-friendly UIQuote / volume-basedProven high-volume reliability; deliverability tooling
Adobe Journey OptimizerReal-time omnichannel (email, push, SMS, web)Enterprises using Adobe Experience CloudDeep creative/content workflow integration; experimentation & decisioningQuote-based (requires AEP)Enterprise-scale profiles & governance
IterableEmail, SMS, In-app, Push, Direct mailGrowth & lifecycle teamsFast experimentation; warehouse-native data activation; embedded AIQuote-based (volume/add-ons)Strong data activation; deliverability tied to setup
HubSpotEmail, Automation, Chat, CRMSMBs scaling into automationNative CRM, approachable UI, free tier & templatesFree tier; contact/seat-based paid tiersStandard compliance & deliverability; enterprise options available
IntercomIn-app, Email, SMS, WhatsApp, PhoneProduct-led SaaS & support teamsConversational AI agent, product tours, fast setupUsage-based + add-ons (AI per resolution)Standard compliance; phone/pay-per-minute options
ZendeskOmnichannel messaging, Voice, TicketingSupport-led enterprisesMature platform, AI & workforce management, Sunshine extensibilityPer-agent tiers; add-ons for advanced featuresEnterprise controls, strong integrations for compliance
KlaviyoEmail, SMS, WhatsAppEcommerce / DTC merchantsEcommerce-centric data model, product recommendations, fast to launchUsage-based tiers with free starter planEcommerce deliverability focus; carrier costs vary by country
SAP Emarsys Customer EngagementEmail, SMS, Push, Web personalization, AdsRetail & enterprise brands (SAP customers)Prebuilt tactics/templates, loyalty features, SAP connectivityQuote-based (enterprise)Enterprise governance; retail/channel-specific compliance
Freshworks – Freshdesk OmnichannelMessaging, Voice, Ticketing, ChatSMBs needing support & value pricingLower entry pricing, quick implementation, Freddy AI for agentsTransparent plans; lower entry tiersStandard compliance for support workflows; add-ons for advanced needs
Zoho SalesIQLive chat, Messaging, Bots, In-app SDKSmall → mid teams, Zoho ecosystem usersVery competitive pricing, fast deployment, tight Zoho CRM integrationCompetitive/transparent pricingBasic compliance & deliverability; good for website/app engagement

Final Thoughts

Navigating the landscape of the best customer engagement platforms can feel overwhelming, but the journey to finding the right fit is a strategic investment in your business's future. Throughout this guide, we've explored a diverse array of powerful tools, from comprehensive enterprise solutions like Salesforce and Adobe to specialized platforms like Klaviyo for e-commerce and Call Loop for multi-channel outbound messaging. Each platform offers a unique approach to connecting with customers, underscoring a fundamental truth: there is no single "best" solution for everyone.

The right platform is the one that aligns perfectly with your specific operational needs, business model, and growth trajectory. An e-commerce brand's requirements for abandoned cart sequences and promotional SMS campaigns are vastly different from a healthcare provider's need for HIPAA-compliant appointment reminders and secure patient communications. Similarly, a small business like a karate studio needs a straightforward, effective way to send class updates, a function that doesn't require the complexity of an enterprise-level suite.

Key Takeaways and Your Next Steps

As you move forward, distill your decision-making process by focusing on the core pillars we've discussed. Reflect on your primary goals. Are you trying to improve lead nurturing, reduce customer churn, streamline support, or drive direct sales through targeted promotions? Your primary objective will immediately narrow the field.

Consider these critical action items to guide your selection:

  • Audit Your Current Stack: Identify gaps in your existing tools. Are you missing key channels like SMS, voice broadcasts, or ringless voicemail? Where are the friction points in your customer journey that a new platform could solve? Understanding what you have is the first step toward getting what you need.
  • Define Your Non-Negotiables: Create a checklist of essential features. For many, this includes specific integrations with their CRM or e-commerce platform. For healthcare organizations, HIPAA compliance is a non-negotiable requirement. For agencies, multi-client management and white-labeling are critical.
  • Map Out Your Customer Journey: Visualize how you currently interact with customers and how you want to interact with them. This exercise will highlight the specific automation, personalization, and channel capabilities you require from one of the best customer engagement platforms.
  • Evaluate Scalability and Pricing: Don't just choose a platform for your needs today; consider where your business will be in one, three, or five years. Select a tool with pricing tiers and feature sets that can grow with you, preventing a costly and disruptive migration down the line.

Implementing Your Chosen Platform for Success

Once you've made your choice, successful implementation is paramount. Begin with a pilot program or a single, high-impact use case, such as sending automated appointment reminders or a welcome series for new subscribers. This allows your team to learn the platform in a controlled environment and demonstrate early wins.

Ensure you have a clear strategy for data migration and integration. A customer engagement platform is only as powerful as the data it can access. Meticulous planning here will prevent major headaches and ensure you can leverage personalization from day one. Finally, invest in training your team. A powerful tool is useless if no one knows how to operate it effectively. Take advantage of the provider's onboarding resources, tutorials, and support channels to empower your users.

Ultimately, choosing one of the best customer engagement platforms is about more than just technology; it's about committing to a more connected, responsive, and personalized relationship with your audience. The right tool will not only streamline your workflows but also unlock new opportunities to delight your customers and build lasting loyalty.


Ready to enhance your outreach with powerful and direct communication channels? Call Loop provides a straightforward platform for SMS marketing, voice broadcasting, and ringless voicemail drops, making it one of the most effective customer engagement platforms for businesses needing to connect instantly. Start your free trial of Call Loop today and see how simple it is to build stronger customer relationships.

Chris Brisson

Chris Brisson

Chris is the co-founder and CEO at Call Loop. He is focused on marketing automation, growth hacker strategies, and creating duplicatable systems for growing a remote and bootstrapped company. Chat with him on X at @chrisbrisson

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