---
description: Discover the best Customer Success Software in New Zealand. Compare top Customer Success Software tools with customer reviews, pricing and free demos.
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title: Best Customer Success Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Customer Success Software

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## Products

1. [Zendesk Suite](https://www.softwareadvice.co.nz/software/26892/zendesk-talk) — 4.4/5 (4090 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
2. [HubSpot Service Hub](https://www.softwareadvice.co.nz/software/87104/hubspot-service-hub) — 4.4/5 (191 reviews) — Service Hub is a cloud-based customer service platform designed for small to large businesses manage contacts, reques...
3. [Qiscus](https://www.softwareadvice.co.nz/software/345457/qiscus) — 4.4/5 (7 reviews) — Qiscus is a customer communications management solution designed to help businesses manage customer data, leads, omni...
4. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3058 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
5. [Zoho Desk](https://www.softwareadvice.co.nz/software/393877/zoho-desk) — 4.5/5 (2214 reviews) — Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key feature...
6. [LiveAgent](https://www.softwareadvice.co.nz/software/109980/liveagent) — 4.7/5 (1787 reviews) — LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capab...
7. [LiveChat](https://www.softwareadvice.co.nz/software/27068/livechat) — 4.6/5 (1727 reviews) — LiveChat is an AI-based live chat software designed to help businesses provide real-time customer support through the...
8. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1001 reviews) — Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy...
9. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.6/5 (910 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
10. [TeamSupport](https://www.softwareadvice.co.nz/software/2808/teamsupport) — 4.5/5 (849 reviews) — TeamSupport is purpose-built for B2B SaaS companies to gain a 365° view of the customer. Centralize every interaction...
11. [eWay-CRM](https://www.softwareadvice.co.nz/software/31005/eway) — 4.5/5 (825 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
12. [Agile CRM](https://www.softwareadvice.co.nz/software/6827/agile-crm) — 4.1/5 (525 reviews) — Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses....
13. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (466 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
14. [Pipefy](https://www.softwareadvice.co.nz/software/447784/pipefy-procurement) — 4.6/5 (323 reviews) — Pipefy is a business orchestration and automation platform designed to help organizations digitize and automate proce...
15. [Front](https://www.softwareadvice.co.nz/software/44733/front) — 4.5/5 (288 reviews) — Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptio...
16. [Mixmax](https://www.softwareadvice.co.nz/software/168865/mixmax) — 4.6/5 (236 reviews) — Mixmax is a sales engagement platform that helps businesses track emails, engage with customers and conduct surveys v...
17. [Salesforce Starter](https://www.softwareadvice.co.nz/software/82914/Salesforce-Starter) — 4.4/5 (225 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
18. [Issuetrak](https://www.softwareadvice.co.nz/software/318585/issuetrak) — 4.6/5 (205 reviews) — Issuetrak is a flexible issue tracking solution that can be configured to suit the needs of a variety of industries a...
19. [NiceJob](https://www.softwareadvice.co.nz/software/67333/nicejob) — 4.9/5 (203 reviews) — NiceJob is a cloud-based reputation management solution that helps organizations manage reviews, referrals and sales....
20. [Zight](https://www.softwareadvice.co.nz/software/354224/cloudapp) — 4.6/5 (185 reviews) — Zight (formerly CloudApp) helps bring a happier \& more productive workplace with better communication by helping ...
21. [Missive](https://www.softwareadvice.co.nz/software/299830/missive) — 4.9/5 (184 reviews) — Missive is an inbox collaboration platform that allows teams to work together on email without disrupting their exist...
22. [Vivantio](https://www.softwareadvice.co.nz/software/394868/vivantio-pro) — 4.3/5 (178 reviews) — You've outgrown your help desk. Step up to real service management. Vivantio helps growing organizations move beyond ...
23. [Textline](https://www.softwareadvice.co.nz/software/175138/textline) — 4.9/5 (169 reviews) — Textline is a cloud-based text messaging solution, which enables businesses to connect with clients using phone numbe...
24. [Method CRM](https://www.softwareadvice.co.nz/software/141742/method-crm) — 4.2/5 (142 reviews) — Method CRM is the \#1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibilit...
25. [LearnUpon](https://www.softwareadvice.co.nz/software/139936/learnupon) — 4.7/5 (140 reviews) — LearnUpon’s Agentic Learning Platform is the LMS of the future, built to elevate human capability in the AI era. By p...

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## Related Categories

- [Customer Satisfaction Software](https://www.softwareadvice.co.nz/directory/4627/customer-satisfaction/software)
- [Live Chat Software](https://www.softwareadvice.co.nz/directory/4569/live-chat/software)
- [Customer Experience Software](https://www.softwareadvice.co.nz/directory/4574/customer-experience/software)
- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)
- [Customer Service Software](https://www.softwareadvice.co.nz/directory/255/customer-service/software)

## Links

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| de | <https://www.softwareadvice.de/directory/4628/customer-success/software> |
| en | <https://www.softwareadvice.com/customer-success/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4628/customer-success/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4628/customer-success/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4628/customer-success/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4628/customer-success/software> |
| fr | <https://www.softwareadvice.fr/directory/4628/customer-success/software> |

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Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.co.nz/software/321306/pipedrive","@type":"ListItem"},{"name":"Zoho Desk","position":5,"description":"Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation.\n\nZoho Desk collates interactions from various media (email, phone, chat, social media, a self-service portal, forums and forms) and presents them in one place. Tasks such as ticket assignment, service escalations, notification rules and time-based actions can be automated by setting workflow rules. The solution provides customizable and scheduled reports, happiness ratings and a graphical dashboard for analyzing customer satisfaction.\n\nIntegration with Zoho customer relationship management (CRM) facilitates feeding of customer information into tickets logged in Zoho Desk, which enables service agents to know more about the customers.\n\nThe solution also enables users to make custom changes, such as renaming tabs, adding new departments, customizing email templates, defining business hours and adding of help folders. Zoho Desk can also be integrated with clients’ in-house systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d6440f4-1b79-46d5-a3ca-d4a0ae9e3100.png","url":"https://www.softwareadvice.co.nz/software/393877/zoho-desk","@type":"ListItem"},{"name":"LiveAgent","position":6,"description":"LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features.\n\nWith multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases.\n\nStart with a 1-month free trial, no credit credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/72e94d6f-e43a-417d-9e8a-8d774fe6e086.png","url":"https://www.softwareadvice.co.nz/software/109980/liveagent","@type":"ListItem"},{"name":"LiveChat","position":7,"description":"LiveChat is an AI-based live chat software designed to help businesses provide real-time customer support through their websites. It is used by organizations in industries such as retail, software, education, and finance to enhance customer engagement and streamline communication.\n\nThe software includes AI-based features that assist agents with real-time insights, text enhancement, and chat summaries to improve response times and service quality. Chatbot automation is available to handle repetitive inquiries and common questions, allowing human agents to focus on more complex tasks. The platform consolidates customer messages from various channels, including WhatsApp, Facebook, and Instagram, into a single interface for easier management. Features such as pre-set messages, product recommendations, and product cards are included to assist with customer interactions.\n\nAnalytics and reporting tools track metrics such as sales performance, agent productivity, campaign conversion rates, chat engagement, customer satisfaction, and website traffic. Weekly summaries analyze frequent customer questions to help teams identify trends and improve service. LiveChat is accessible through web browsers and applications for Windows, Mac, iOS, and Android devices, enabling support teams to work from various locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c56135f-eeb4-4d21-8b10-89435d98064e.png","url":"https://www.softwareadvice.co.nz/software/27068/livechat","@type":"ListItem"},{"name":"Bitrix24","position":8,"description":"Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users.\n\nWhether you're a small team or a growing business, Bitrix24 helps you to:\n\n— Track leads and manage customer relationships with a built-in CRM\n— Stay on top of projects and tasks with Kanban boards, timelines, and time tracking\n— Communicate easily via team messenger, video calls, and shared calendars\n— Create and edit documents, manage files, and collect e-signatures\n— Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp\n\nBitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity.\n\nWhat makes Bitrix24 a great solution for businesses:\n\n— Free forever for unlimited users, with access to core features and 5 GB storage\n— No per-user fees – upgrade only when you need more storage or advanced tools\n— Accessible anywhere via web, desktop, and mobile apps\n— Scalable – grow your business without switching platforms or juggling tools\n\nOver 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"EngageBay CRM","position":9,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.co.nz/software/83835/engagebay","@type":"ListItem"},{"name":"TeamSupport","position":10,"description":"TeamSupport is purpose-built for B2B SaaS companies to gain a 365° view of the customer. Centralize every interaction, sentiment, and risk signal so you can increase adoption, reduce churn, and drive loyal champions. Unite customer support, CX, and success teams with powerful insights and workflows for onboarding, activation, expansion, and retention. Gain better understanding of your customers with CSAT & NPS scores and our proprietary Customer Distress Index.\n\nTeamSupport’s low-cost, all-in-one solution features messaging and live chat, and ties every conversation directly to the customer account level—not just the user level. Use automated insights to identify product friction and new feature enhancement opportunities, and drive proactive conversations with product teams. Turn customer data into structured, repeatable Playbooks that automate very function of the customer journey.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e85270b5-16e7-4c93-8837-afe44de85442.png","url":"https://www.softwareadvice.co.nz/software/2808/teamsupport","@type":"ListItem"},{"name":"eWay-CRM","position":11,"description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.softwareadvice.co.nz/software/31005/eway","@type":"ListItem"},{"name":"Agile CRM","position":12,"description":"Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.\n\n\nThe contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.\n\n\nUsers can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.\n\n\nAgile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.\n\n\nSocial media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4dd8e898-253a-4e64-8f55-73d688838bdb.png","url":"https://www.softwareadvice.co.nz/software/6827/agile-crm","@type":"ListItem"},{"name":"monday CRM","position":13,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.nz/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Pipefy","position":14,"description":"Pipefy is a business orchestration and automation platform designed to help organizations digitize and automate processes using AI agents, workflows and no-code technology. It supports industries such as financial services, manufacturing, real estate, retail, information technology, energy, utilities and telecommunications. The platform is used by various departments, including finance, risk and compliance, human resources, customer service, procurement, legal, IT and supply chain operations.\n\nThe platform includes an AI Studio where users can create and manage AI agents through natural language prompts and a no-code interface. It offers pre-built AI agents to automate repetitive tasks and features automation tools that connect systems through native iPaaS functionality. Additional features include enterprise messaging integration with platforms such as WhatsApp, Teams, and Slack, as well as custom portals and interfaces for different audiences. It provides end-to-end process orchestration with defined business rules and includes analytics and reporting tools for real-time insights into process performance and resource usage. Industry-specific solutions and templates are available for immediate use across various business functions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a32dadef-fa91-4fac-b3a8-b303d731d7f2.png","url":"https://www.softwareadvice.co.nz/software/447784/pipefy-procurement","@type":"ListItem"},{"name":"Front","position":15,"description":"Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email, with automated workflows and real-time collaboration behind the scenes. \n\nWith Front, teams can centralize messages across channels, route them to the right person and unlock visibility and insights across all of their customer operations. Additionally, it drives operational efficiency that prevents churn, improves retention and propels customer growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8ecbf46-377d-4fbe-a921-9d8a23fbc33e.png","url":"https://www.softwareadvice.co.nz/software/44733/front","@type":"ListItem"},{"name":"Mixmax","position":16,"description":"Mixmax is a sales engagement platform that helps businesses track emails, engage with customers and conduct surveys via a unified platform. It enables sales representatives to convert prospects into customers, send personalized emails to clients, automate workflows and enhance customer experience activities.\n\nIt allows managers to track the performance of sales executives, analyze market trends and generate custom reports. Features of Mixmax include GDPR compliance, data encryption, productivity tracking, data synchronization and more. Additionally, the application lets professionals capture and store customer data in a centralized repository.  \n\nMixmax facilitates integration with various third-party platforms such as Salesforce, Google Calendar, Dropbox, Box, Github, Twitter and more. Pricing is available on a monthly or annual subscription and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fde75d4a-f538-4b4d-9f7e-5d9c5c609afe.png","url":"https://www.softwareadvice.co.nz/software/168865/mixmax","@type":"ListItem"},{"name":"Salesforce Starter","position":17,"description":"Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications.\n\nThe sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e99de81a-e5c9-44af-9813-43549968f84d.png","url":"https://www.softwareadvice.co.nz/software/82914/Salesforce-Starter","@type":"ListItem"},{"name":"Issuetrak","position":18,"description":"Issuetrak is a flexible issue tracking solution that can be configured to suit the needs of a variety of industries and usages, including IT help desk, customer support, project management, and more. Issuetrak can be deployed in the cloud or hosted on-premises and is suitable for departments and organizations of any size.\n\nThe product’s features include a task manager for task assignment and workflow creation, a suite of automation tools, round robin issue assignment, and intuitive reporting options. Issuetrak provides plenty of ways for users to customize their issue submission process, such as custom screens and user-defined fields. A number of add-on modules are available to supplement the base product with tools like Asset Management and Active Directory.\n\nUsers can also keep automatic audit records, organize their own Knowledge Base, edit their reporting dashboard to display their preferred metrics at a glance, and manage their issues via a centralized, customizable Issue Hub. Issuetrak offers full-time support, as well as guided implementation and onboarding to assist users in configuring the site exactly how it’s needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a186550-5793-40c4-be67-463a2afb23ad.jpeg","url":"https://www.softwareadvice.co.nz/software/318585/issuetrak","@type":"ListItem"},{"name":"NiceJob","position":19,"description":"NiceJob is a cloud-based reputation management solution that helps organizations manage reviews, referrals and sales. Key features include emailed review invitations, review reminders, reputation monitoring, website integration, SMS messages with photos, custom invite templates, social accounts and more.\n\n\nNiceJob features automated emails and text messages that trigger customers to leave reviews. Reminders are sent if customers don’t leave a review. Users can create customer stories using photos, comments and tags in the reviews. Customer stories can be published to the website and selected stories can be shared to Facebook, Twitter and LinkedIn as well. \n\n\nNiceJob distributes reviews on sites with the help of a review funnel. The solution automates marketing by integrating with apps such as JOBBER, FieldPulse, Zendesk, Quickbooks, Zapier and Housecall Pro.\n\n\nNiceJob provides its services on a monthly subscription basis. Support is provided via email, live chat, online documents and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d11a7e9-3cd5-4cf9-897d-42b21153bfca.jpeg","url":"https://www.softwareadvice.co.nz/software/67333/nicejob","@type":"ListItem"},{"name":"Zight","position":20,"description":"Zight (formerly CloudApp) helps bring a happier & more productive workplace with better communication by helping businesses save time and reduce misunderstandings and eliminating unnecessary and draining meetings.\n\nUse Zight to create, annotate and share screenshots, videos, screen recordings, GIFs, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/712bff43-24d1-4cb5-8e01-39b18f5992a2.png","url":"https://www.softwareadvice.co.nz/software/354224/cloudapp","@type":"ListItem"},{"name":"Missive","position":21,"description":"Missive is an inbox collaboration platform that allows teams to work together on email without disrupting their existing workflow. Designed for businesses that rely heavily on email, Missive provides features to help teams stay coordinated, focused, and productive. Key features include tags, statuses and task management.\n\nThe platform offers dedicated team spaces with shared inboxes, tasks, and discussion areas. This enables teams to collaborate on emails, provide context and information to one another, and ensure important messages are handled efficiently. Additionally, Missive provides visibility into team workloads, allowing managers to balance tasks and keep track of who is working on what.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/02c5a0c2-839c-47e9-aa34-959873810a4d.png","url":"https://www.softwareadvice.co.nz/software/299830/missive","@type":"ListItem"},{"name":"Vivantio","position":22,"description":"You've outgrown your help desk. Step up to real service management.\n\nVivantio helps growing organizations move beyond basic ticketing and disconnected tools to a single platform for delivering exceptional service. Whether you're supporting employees, customers, or both, Vivantio enables IT, Customer Service, HR, Facilities, Finance, Legal, and GRC teams to standardize processes, automate workflows, and continually improve service delivery from one configurable platform.\n\nBuilt for organizations that need enterprise capabilities without enterprise complexity, Vivantio combines the flexibility of a modern cloud platform with the depth of Enterprise Service Management. Configure workflows without code, adapt each team's processes independently, and scale confidently as your organization grows.\n\nOrganizations choose Vivantio because it helps them:\n\nMove beyond basic help desk software to real service management\nCentralize IT and business service teams on one platform\nConfigure workflows without developers or custom code\nAutomate routing, approvals, escalations, and service processes\nImprove service quality while increasing team capacity\nDeliver measurable business outcomes through reporting and continual service improvement\n\nKey capabilities include:\n\nIncident, Problem, Change, Request, Asset, Configuration, and Knowledge Management\nWorkflow automation, approvals, business rules, routing, and SLA management\nSelf-service portals and branded service experiences\nEnterprise reporting, dashboards, and analytics\nAI-assisted service capabilities, including sentiment analysis and intelligent recommendations\nFLEXBridge Integration Framework with 600+ integration possibilities and a comprehensive Open API\n\nWith flexible licensing, rapid implementation, feature-inclusive pricing, and dedicated in-house Professional Services, Customer Success, and Support teams, Vivantio helps organizations modernize service operations without the cost and complexity of traditional enterprise platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bdeaf79a-72f1-476a-a4f2-eab5cc2e764c.jpeg","url":"https://www.softwareadvice.co.nz/software/394868/vivantio-pro","@type":"ListItem"},{"name":"Textline","position":23,"description":"Textline is a cloud-based text messaging solution, which enables businesses to connect with clients using phone numbers. Customer support teams can and include images, emojis, URLs and other file attachments within messages.\n\nKey features of Textline include triggers, multi-factor authentication, announcements and scheduled messages. The Health Insurance Portability and Accountability Act (HIPAA)-compliant platform allows medical professionals to collect patients' consent, set up appointments and utilize internal discussion tools to connect with colleagues. Additionally, administrators can track key performance indicators, send surveys to clients via SMS and set up automated replies for incoming conversations.\n\nTextline offers mobile applications for Android and iOS devices, enabling sales teams to receive alerts about new messages, schedule conversations and more. The product is available on monthly subscriptions and support is extended via FAQs, phone, knowledge base, video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/758e7f29-4f46-4631-b5b8-f5cf5fabf3aa.png","url":"https://www.softwareadvice.co.nz/software/175138/textline","@type":"ListItem"},{"name":"Method CRM","position":24,"description":"Method CRM is the #1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibility than off-the-shelf software. Method is the CRM that adapts to your business, not the other way around. Companies can customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising their QuickBooks connection.\n\nMethod provides a broader, more customizable workflow layer around QuickBooks. It replaces disconnected spreadsheets and generic tools with one system for managing customer-facing and operational work. Teams can capture leads through web forms, track opportunities and follow-ups, maintain complete customer histories, create estimates and proposals, collect approvals and e-signatures, convert approved transactions into invoices, and keep every step connected. Sales, operations, service, and finance can work from the same up-to-date information instead of maintaining separate records.\n\nQuickBooks helps businesses manage customer and financial activity within their accounting environment. Method is designed for companies that also need configurable sales pipelines, reusable transaction workflows, work orders, scheduling and dispatch, time tracking, multi-step approvals, customer portals, role-specific screens, automated follow-ups, and processes that extend across departments. Rather than replacing QuickBooks, Method extends its capabilities for growing businesses and lets teams complete their work without needing direct access to the company's QuickBooks account.\n\nWith real-time, two-way sync, customer records, estimates, invoices, and payments stay aligned between Method and QuickBooks Online or QuickBooks Desktop. Teams can update information without repeatedly entering it into the accounting system, helping reduce errors, administrative work, and uncertainty over which records are current — saving teams hours every week. Method's customization preserves that connection even as business processes evolve.\n\nMethod Pay completes the lead-to-payment workflow inside the CRM. Teams can create a quote, convert approved work into an invoice, and accept card or ACH payments through a branded, 24/7 customer portal. When a customer pays, Method Pay automatically matches the payment to its invoice and posts it to QuickBooks, reducing double entry and manual invoice matching. Businesses can also support deposits, payment links, recurring billing, and customer self-service, with clear visibility into paid, pending, refunded, and overdue transactions.\n\nMethod supports the practical workflows used by operational businesses. Manufacturers and distributors can manage orders, approvals, purchasing processes, and billing without adopting a large, expensive ERP. Field service businesses can schedule jobs, dispatch teams, track work, and invoice faster. Construction companies can connect estimates, change orders, job activity, and billing. Professional services teams can manage relationships, proposals, recurring work, and payments around their own processes.\n\nEvery Method account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including guided setup and a free hour of customization to configure the CRM around your processes.\n\nThe result is one customizable system connecting leads, customers, quotes, jobs, invoices, and payments while QuickBooks continues to handle accounting. Instead of working around rigid software, businesses can build the workflows they need, automate repetitive work, and scale without replacing the financial system they already trust.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.nz/software/141742/method-crm","@type":"ListItem"},{"name":"LearnUpon","position":25,"description":"LearnUpon’s Agentic Learning Platform is the LMS of the future, built to elevate human capability in the AI era. By pairing human ingenuity with specialized AI agents, our platform automates heavy administrative workflows to deliver hyper-personalized learning experiences, empowering learning leaders to recapture energy and elevate strategic impact.\n\nLearnUpon offers a set of features designed to deliver fast and efficient training through an intuitive platform. The platform's course creation feature allows users to design personalized learning content tailored to the learners' needs and preferences. The training delivery feature supports on-demand training, while also collecting feedback from learners to foster continuous improvement. LearnUpon is focused on learner engagement, offering a solution that is hyper-focused on enhancing the overall learner experience through interactive methods.\n\nLearnUpon's AI-based features enable organizations to transform learning programs by leveraging intelligent automation and personalization. With LearnUpon's generative AI tools, users can rapidly create engaging course content, including summaries, exams, scripts, images, and videos, transforming the course creation process from weeks to seconds. The platform enhances learning experiences through interactive bots acting as coaches and personalized assessments that promote critical thinking and reflection among learners. By offering personalized learning journeys based on individual interests and needs, LearnUpon's AI capabilities enable organizations to scale their training efforts \n\nUser management features within LearnUpon can be used to automate tasks such as user creation and enrollments. Additionally, LearnUpon's portal allows users to create unique training environments personalized for different audiences, all from a single centralized location. With its built-in reporting tools, integrations for enhanced automation, and a user-centric approach to building engaging training programs, LearnUpon equips organizations with a sophisticated yet user-friendly solution for their training needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7a3aa84c-2ace-419e-b728-5216f85fe898.png","url":"https://www.softwareadvice.co.nz/software/139936/learnupon","@type":"ListItem"}],"numberOfItems":25}
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