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CX Software: Definition, Benefits, Strategies & Tips



CX Software: The Ultimate Guide for 2024

Imagine 💭 the last time you had an amazing interaction with a brand. Did it make you more likely to choose that brand again? You must have had satisfied customer service if you repeatedly engaged with the brand.

Likewise, meeting customer expectations is crucial for business success in today’s competitive market. 

To meet customer expectations, CX software has emerged as a powerful solution for meeting customers’ growing demands and providing quality experiences. It is a diverse range of tools 🛠️ and platforms designed to enhance📈 the customer experience.

In this article, we’ll explore CX software, its advantages, its advantages, the best strategies to use it to improve customer experience, effective tips to improve customer experience, and the top 5 best customer experience software.


  • CX software is a strategy encompassing diverse tools and platforms designed to enhance the customer experience.
  • Some of the working mechanisms of Customer Experience software include defining clear objectives, conducting a thorough needs assessment, and providing adequate training.
  • CX software offers advantages such as high customer lifetime value, reduced customer churn, and high customer satisfaction.
  • Some of the best strategies for using Customer Experience software to improve customer experience are automated notifications and alerts, implementing real-time feedback and analysis, and making data-driven decisions.

What is CX Software?

Customer experience software, or CX software, is a strategy or tool that improves client interactions. Any industry can utilize this comprehensive platform to follow up, assess feedback, and enhance each interaction in the buyer experience cycle. Employing such approaches could enhance strong client connections by both small and big business entities.

What is CX Software

CX Software is helpful for businesses as it helps to figure out clients’ requirements, assures resolution of recurring problems, and gathers and evaluates buyers’ input to personalize interactions. Ultimately, this intelligent application of emerging technologies can impact the way a brand is perceived by clients in general, making it necessary for enterprises to adopt it to grow and be sustainable.

Let’s take omnichannel communication tools as an example. Through this technology, businesses can interact with their clients using different methods, such as phone, email, chat, and social media. It enhances the business’s availability to end users and improves the customer experience by providing seamless movement between multiple platforms.

How does CX Software Work?

CX software helps businesses manage customer interactions throughout the customer lifecycle and enhance end users’ satisfaction. However, the Customer Experience platform must be implemented correctly to meet the business’s desired objective. 

Here are some of the working mechanisms of CX software that you must follow to achieve the business objectives.

  • Define Clear Objectives:  The initial stage entails establishing clear-cut objectives for deploying CX software. These might include increasing cross-selling and upselling rates, reducing customer churn, increasing customer retention, increasing satisfaction levels, or accelerating customer support processes.
  • Conduct a thorough needs assessment: Analyzing your business needs in a requirements assessment is essential. You should consider the issues, identify gaps in the present customer experience, and determine what specifics you need from the system. 
  • Provide adequate training: Proper training is vital for implementing CX software. Sales representatives need full training on how to use the software’s features, and they should know what constitutes good practice when implementing specific tasks in their departments, such as marketing or customer support.
  • Integrate with other systems: Customer experience tools often integrate with your organization’s other platforms, such as order management systems (OMS), workforce management systems, knowledge Management systems, and data warehouses. Therefore, the CX platform must understand and work with these tools.
  • Continuous Improvement: Customer feedback, performance data, and user adoption must be monitored frequently for analysis to identify the issues. Performing different evaluation approaches will help you identify areas for improvement, make necessary adjustments, and ensure that the software continues producing expected outcomes.

What are the Advantages of Using CX Software for Your Business?

Customer experience (CX) software has become an important tool to improve customer engagement and stimulate business growth. This helps businesses enhance customer communication, provide customized experiences, and maintain customer satisfaction

Some of the advantages of using CX software for your business are:

1. High Customer Lifetime Value

CX software benefits businesses by increasing the client’s lifetime value. It allows organizations to retain customers by providing customized experiences and optimizing their support. Satisfied individuals stay loyal to a business, buy its products repeatedly, and may even become its promoters.

2. Reduced Customer Churn 

Companies should use CX software to reduce customer churn rates. The software may even let you provide personalized service to each individual, solve any issues or problems that arise quickly, and interact with the clients regularly.

When customers feel appreciated and satisfied, they are most likely to choose your products instead of another competitor’s. Consequently, you can focus on expanding your business further without losing existing customers.

3. High Customer Satisfaction

Customer experience software (CX) primarily focuses on maintaining customer satisfaction. It helps you better understand your customers’ needs and desires so you can provide a more personalized and valuable experience. 

Dealing with queries faster, giving more relevant product recommendations, or ensuring them can easily reach out can most probably satisfy the customers. Satisfied individuals are more likely to refer their near ones to the brand or products they’ve been using and are likely to return.

4. Increased Sales

Deploying customer experience (CX) software can help to increase your company’s revenue. The software provides useful insights into your consumer’s needs and demands so that you can offer them products or services that best meet their needs. This helpful data will help you serve the right products to your consumers.

If you offer products according to consumer’s behaviors and needs, they can easily find and buy their desired products. When they are satisfied with your products, they are more likely to make repeated purchases, which can increase your purchase rate. 

5. Individual Customer Experiences

Customer experience (CX) software assists in optimizing your company’s resources. The software automates several common manual processes your employees often handle, such as handling orders and responding to common customer issues

Moreover, such software facilitates streamlined workflows that enhance efficiency in your organization. CX software streamlines your business’s workflows to make operations faster and more efficient. The use of CX software can save on costs and allow employees to focus on major tasks rather than repetitive manual tasks.

✅Check Out: Customer Experience Technology: 15 Options to Boost Customer Satisfaction

7 Best Strategies to use in CX software to Improve Customer Interactions

Customer Experience(CX) software is a powerful tool for enhancing customer interactions. Various strategies can be followed to improve the customer experience, and the business can earn customer loyalty and happy clients using these key strategies. Some of the best strategies to improve customer experience in CX Software are as follows:

1. Personalization

You must use analytics and customer data to improve clients’ engagements and experiences. This can include personalized communication, customized user interfaces, and product or service proposals. Engaging with clients according to their needs and preferences can improve the interaction.

2. Use automated notifications and alerts

Automated notifications and alerts help businesses respond quickly to inquiries or issues. Instead of reacting and waiting when something goes wrong with each individual, automated notifications make enterprises proactive. Hence, this will undoubtedly improve customer experience.

3. Omni Channel Support

One of the best strategies for improving customer experience is Omni Channel Support. This ensures that end users get replies no matter where they contact you. Customers can interact with your brand via email, chat, phone, social media, or in person

4. Automation and Self-Service

Implementing AI tools and self-service solutions, such as FAQs, chatbots, and knowledge bases, allows consumers to search for answers or fix their issues themselves. The individual can solve their problem themselves, which increases efficiency and customer satisfaction.

5. Implement real-time feedback and analysis

Real-time feedback and analysis help detect issues early before they escalate rapidly. This feature lets you thoroughly listen to the consumer’s issue, work on their feedback, and meet their expectations. The customer will feel valued, and this will improve their experience.

6. Implementing data-driven decisions

This strategy would be best for your business to thrive. Implementing data-driven decisions helps companies predict future trends and address customers’ doubts and pain points effectively. Data-driven decision-making encourages firms to work on their problems and evaluate and adjust based on data.

7. Integration with CRM systems

A customer relationship management system (CRM) provides you with client data and insights. A company with a CRM system will keep track of everything it knows about its end users, including what they buy, at what time they buy, and how they buy. Therefore, the company will be able to provide the best services possible for its customers. So, integration with CRM systems is the most important.

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Effective Tips for Improving CX Software Strategies

Customer Experience (CX) software proactively provides solutions to customers’ queries. That’s why CX software strategies are necessary. However, how can you improve CX Software Strategies? 

We will discuss some practical tips for improving CX Software Strategies. They are:

1. Focus on personalized communication

The best way to improve CX Software strategies is to focus on personalized communication and rely on customers’ data and insights. When the company takes action based on its clients’ data through personalized communication, they will feel valued and becom0e loyal to your company.

2. Implement AI and Automation

AI and automation can perform repetitive manual tasks. Using chatbots and virtual assistants to handle different client requests will simplify common problem-resolution scenarios, enabling human agents to concentrate on more complex or valuable interactions. 

3. Implement Omni-channel support

Smooth engagement across contact centers, mobile apps, and websites enables clients to interact with businesses without repeating information. Strong data exchange and context retention across all platforms are necessary for this smooth interaction.

4. Use Key Performance Indicators(KPIs)

Using call center metrics and KPIs, the company can track customers, check whether clients are satisfied or not, and work on areas that need improvement. Implementing KPIs can show how effective the strategies or overall performance are at managing clients and solving their queries.

5. Real-time Insights

A better understanding of the customer is obtained by combining the CX software with additional information sources like CRM systems. This makes it possible to develop more accurate solutions and enhance the decision-making quality. Quick responses using real-time dashboards and alerts to detect and fix some problems at their early stages can be used through real-time insights.

6. Provide proper training to the employees

Adequate training for the employees working at your company can help you flourish your business. The most important thing is to provide comprehensive training about all the business tools and platforms so that the employees will deliver the best services to the customers. 

7. Enhancing Integration with CRM Systems

You must keep customers’ data up to date and ensure that information flows properly between the CRM system and CX software, which results in accurate customer insights. Providing the business with detailed insights about every individual can help them provide personalized interaction and experience.

5 Best Customer Experience (CX) Software in 2024

How individuals interact with your business significantly impacts whether they will invest in it or choose an alternative. With the right customer experience software, you can reduce your employees’ pain points, lessen their burden, and automate repetitive jobs. 

SoftwareBest For Key FeaturesPricing
KrispCallCall center or customer supportAuto Dialer Software, Omnichannel Support, Cloud Contact Center Solution, Virtual Call Center SoftwareStarts at $15/user/month(if paid annually)
ZendeskIntegration-reliant businessesTicket Management, Self-Service, Live Chat, Generative AI ToolsStarts at $19/user/month
NextivaAutomated customer supportOmnichannel support, detailed reports, third-party integrations$18.95 per user per month, billed annually
PodiumMost businessesIntegration, Chat, Phone, Email Support, Podium Mobile AppStarts at $399/user/month
HubSpotManaging support ticketsReview Monitoring, Social Listening, Customer Insights, Sentiment AnalysisStarts at $18/user/month.

1. KrispCall

KrispCall is one of the best unified communication and contact center CX systems. It provides various functionalities, 24/7 support, a live monitoring tool, and a good user experience with the user interface. KrispCall offers various virtual phone numbers, including remote, local, vanity, and overseas. This ease of reaching out to customers worldwide is crucial for business operations.

KrispCall as the best CX Software

It is suitable for companies of all sizes but especially useful for those that efficiently handle both inbound and outbound calls. This system operates in many countries, providing local numbers across 100+ countries, and is trusted by many multinational companies.



  • Monitor live calls.
  • Option of auto-transcription
  • Call Analytics to make some strategic decisions
  • Provides multiple phone numbers from 100+ countries.


  • User limitation in the essential subscription plan.


EnterpriseContact Sales Team

2. Zendesk

Zendesk is a user-friendly program that ensures customer experiences and provides a flexible solution for managing interactions with them. It means that individual can view all aspects of their interactions throughout the entire journey.

Zendesk CX Software

Zendesk is a customer support tool that helps the customer support team track and organize tickets while making communications more tailored using AI tickets and solving issues faster. It uses Artificial Intelligence, Chat systems, ticket creation, and handling, which aid in providing better customer services through improved tracking of client requests raised on various platforms. 


  • Reporting and analytics
  • Omnichannel support
  • Self-service
  • Service level agreement (SLA) Management Software
  • Ticket Management Software
  • Live chat
  • Generative AI tools for agents


  • Omnichannel compatibility
  • Detailed customer insights
  • CRM integration and other third-party integrations


  • Limited e-commerce integrations


Support Team$19
Support Professional$55
Support Enterprise$115
Support SuiteContact sales

3. Nextiva

Nextiva is an AI-powered customer experience management software or platform that improves customer experience across every channel at the same time. Their full suite of business communication tools includes everything from CRM integration to VoIP phone service. Regardless of your company’s size, they prioritize maintaining connections and promoting engagement of your business.

Nextiva CX Software

Moreover, It is a voice-over-Internet protocol (VoIP) company focused on cloud-based communication. It provides business numbers and team collaboration tools like one-on-one messaging and multiple group chat rooms.


  • AI-Powered Contact Center
  • Video Meetings
  • Digital Channels
  • Customer Journey Orchestration
  • AI-Powered Voice & Chat Bots
  • Unified Agent Management
  • Secure Payment Agent Assist


  • Unlimited voice and video calls 
  • Detailed customer insights
  • Capable of third-party integrations


  • Lack of live support
  • Not very suitable for companies outside of the U.S.


Essential$18.95 paid annually
Professional$22.95 paid annually
Enterprise$32.95 paid annually

4. Podium

Podium is another great customer experience management software designed to assist companies in managing customer interactions effectively. Some of its features include text marketing, online review collection, payment processing, a unified agent inbox, and live chat on websites.

Podium CX Software

Podium is a lead conversion tool that helps obtain new leads by chatting and asking for consumers’ opinions. It explores three pathways while enhancing business: expansion, communication, and payments. These tools are provided to gather website leads, create text advertising campaigns, handle all client correspondence in one inbox, and collect more online reviews.


  • Reporting and analytics
  • Advanced routing
  • Self-service
  • Integration
  • Chat, Phone, Email Support
  • Podium Mobile App


  • Web chat personalization
  • Real-time responses
  • Centralized inbox


  • Poor mobile compatibility
  • Pricing is relatively high


SignatureCustom pricing

5. HubSpot

HubSpot is a popular CX Management software that strengthens business team connections, fosters lasting relationships, and increases productivity.

HubSpot CX Software

Hubspot Service Hub is appropriate for dealing with clients’ queries, tickets, and comments as the one-improving conversational interface for better communication. It automates help topics and makes client interaction more personalized and efficient.  It provides metrics so that client satisfaction can be tracked using it.


  • Customer Feedback and Surveys
  • Knowledge-base Functionality
  • Help-desk Automation
  • Customer Portal
  • Integrations
  • Live Chats
  • Conversational Tools


  • Fully-integrated CRM software
  • Detailed customer insights
  • Live support 


  • Costly onboarding fee


PlanPricing (per month)


Customer experience technologies enable companies to enhance consumer services and interactions. To keep ahead of the competition and offer great consumer service, companies must conduct detailed analyses of advancements in customer experience technologies.

Furthermore, It’s essential to consider using customer experience solutions to meet their needs and maintain good client relationships, especially considering how influential customer satisfaction can be on firm performance. 

Choosing suitable CX technologies provides what one needs for best practices in achieving high customer satisfaction levels.


1. What is the difference between CX Software and CX Platform?

The difference between CX Software and CX Platform is that Customer Experience Software consists of individual applications targeting specific customer experience functions. In contrast, the Customer Experience Platform combines various CX tools and services for a comprehensive customer experience management approach.

2. What are the challenges of CX Software?

CX Software’s challenges include difficulties integrating with other systems, limited scalability, inconsistent user experiences, and higher costs due to the need for multiple specific solutions.

3. What are the must-have features in CX Software?

CX Software’s must-have features include omnichannel support, feedback collection and analysis, real-time analytics and reporting, personalized customer interactions, integration capabilities with other systems, and automation for routine tasks.

4. What are the things to consider before choosing CX Software?

The things to consider before choosing CX software are integration capabilities, scalability, usability, cost, customer support, customization options, and your organization’s specific needs and goals.

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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