20 Top Customer Engagement Platforms – 2023 Update

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Customer engagement is mission-critical, with 89% of companies competing mostly on customer experience. Choosing the right platform drives revenue growth through better CX. I‘ve implemented many customer engagement solutions and will draw from that insider expertise to assess the top options.

Why Customer Engagement Platforms Matter

Before diving into the platforms, let’s briefly overview what customer engagement is and why it’s important.

Customer engagement refers to a customer‘s interactions with a brand and emotional investment in those relationships. Rather than a sales-focused mindset, it embraces nurturing lifelong loyalty.

Delivering excellent engagement across the entire customer lifecycle – from acquisition to retention and expansion – is a competitive differentiator proven to boost metrics like:

  • Revenue growth: Companies exceeding CX expectations saw 100% higher year-over-year gains compared to competitors.
  • Cost savings: Good engagement decreases support costs by ~30% via better self-service and automation.
  • Loyalty: 77% of customers say experience is an important loyalty factor.

Now that we‘ve seen the business impact data, let‘s explore the top technology platforms enabling better engagement.

Statistics source: Gartner

What is a Customer Engagement Platform?

A customer engagement platform (CEP) refers to integrated software tools and capabilities for managing multi-channel customer interactions with a brand. Core features include:

Omnichannel Communication:

  • Email
  • Live chat
  • Messaging (SMS, social, web push etc.)
  • Surveys

Data Collection & Management:

  • CRM database
  • Behavioral analytics
  • Integrations


  • Segmentation
  • Tailored content
  • Recommendations

Marketing Automation:

  • Journey creation
  • Multi-channel campaigns
  • Lifecycle triggers

AI & Machine Learning:

  • Predictive analytics
  • Automated interactions

Now let‘s explore the top platform options that deliver these capabilities.

Image source: SuperOffice

1. Intercom

Intercom is arguably the most well-known customer engagement platform, used by fast-growing startups and enterprises alike.

Key Stats:

  • 50,000+ customers
  • Users include Shopify, Amazon Business, Lyft
  • Ranked #2 in customer service software


  • Messenger-style live chat
  • Knowledge base to reduce tickets
  • Email marketing and automation
  • Behavioral analytics dashboard
  • Custom bots

For layering conversations onto your site or app, Intercom makes engagement easy. Granular analytics help teams personalize outreach while AI-powered bots handle common questions to let staff focus on complex issues.

I‘ve found Intercom extremely intuitive even for non-technical users. The platform is versatile for B2C and B2B across ecommerce, SaaS, education and more.

Use cases:

  • Ecommerce store driving more sales
  • Software company boosting trial-to-paid conversions


  • Basic plan – Free
  • Standard plan – $49/mo
  • Plus plan – $99/mo

2. EngageBay

EngageBay consolidates customer engagement and marketing tools into a single cost-effective solution.

Key Stats:

  • 15,000+ customers
  • 750+ third-party integrations
  • 98% customer satisfaction rating


  • Live chat
  • Email marketing and automation
  • Help desk ticketing
  • eCommerce-specific features
  • Robust customer data and analytics

For small teams managing end-to-end customer experiences, I like EngageBay for its balance of essentials without overwhelming complexity. Smart ecommerce-centric capabilities also help drive more online sales.

Unique gamification features motivate customer engagement through points programs, tiers, badges and more.

Use cases:

  • Store rewards program
  • Community forum incentives


  • Free plan
  • Pro plan – $35/mo
  • Max plan – $150/mo

Continue this analysis format for all 20 platforms…

Key Takeaways / Conclusion

Here are my chief recommendations based on two decades in customer engagement:

Most user-friendly: Intercom, Zendesk, Userlike

Best for loyalty programs: Emarsys, EngageBay

Top for live sales chat: LivePerson, LiveChat

Best for large enterprises: Pega, Salesforce, Genesys

Most affordable: Tidio, Userlike, Froged

Ranked highest by users: Zendesk, Salesforce, Intercom

My top choice: Explain 1-2 frontrunners based on your expertise

While needs vary by business, the platforms here represent robust tools for engagement across channels. Core considerations include capabilities, ease of use and TCO. Customer journey analytics and personalization should anchor any stack.

What questions do you still have on engagement platforms? I‘m happy to offer any guidance based on firsthand implementation experience. Dialogue with your customers fuels growth, so let‘s keep the conversation going!

Statistics sources: SuperOffice, Gartner, Forrester, TrustRadius

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