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What is Customer Service Software for Small Business?

Customer service software can be used by enterprises to build profitable business relationships with their customers to ensure steady revenue generation. You can place your customers in convenient categories based on their shopping habits, order histories, social mentions, feedback and other criteria. Show more Another advantage is you can get insightful information about your customers from your communications with them on multiple channels such as phone, email, and social media. Customer service software offers more benefits by helping you to track prospects, carry out loyalty campaigns, and build a sales funnel. To start your search for the perfect customer service software, check out Zendesk which is the current leader in this category as well as other highly rated applications. Show less

How was this ranking made?

To come up with this list of best Customer Service Software for Small Business we have examined popular applications currently available on the market, analyzing their features, ease of implementation, client support, available integrations and mobile device support using our unique SmartScoreTM rating system. This ranking has been developed by Nestor Gilbert, our B2B expert responsible for the Customer Service Software for Small Business category.

List of Top 12 Customer Service Software for Small Business

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1. Zendesk

Our score: 9.6 User satisfaction: 98%

Winner of our Supreme Software Award, Zendesk is a customer support solution that helps boost customer service and improve customer retention. The platform's modules include chat support, call center solutions, help desk applications, and knowledge base, so you'll cover all the bases of efficient customer services.

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2. Freshdesk Omni

Our score: 9.7 User satisfaction: 100%

User-friendly omnichannel solution powered by generative AI for seamless conversational support and efficient ticket management.

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3. Freshservice

Our score: 9.4 User satisfaction: 97%

Freshservice allows IT admins to effectively track and manage the assets owned by their organizations. The platform offers a powerful ticketing system and knowledge base, as well as features for vendor management and incident management. A built-in self-service portal also lets end users submit tickets and browse knowledge base articles.

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4. HubSpot Service Hub

Our score: 9.0 User satisfaction: 98%

Online customer service, support, and help desk solution native to the HubSpot suite. The software has a built-in conversations feature that helps boost customer engagement by adding context to customer communication. A universal inbox also collects messages from multiple channels, helping teams collaborate and provide better customer support.

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5. NICE inContact CXone

Our score: 8.8 User satisfaction: 91%

Industry-leading contact center software that offers a full suite of tools for transforming the customer experience. This platform offers omnichannel routing capabilities, analytics workforce optimization, automation, and AI-powered tools. It also delivers 99.99% uptime to prevent prolonged interruptions and downtime.

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6. ManageEngine ServiceDesk Plus

Our score: 8.7 User satisfaction: 100%

ManageEngine ServiceDesk Plus is an integrated help desk solution offering asset and project management built on the ITIL framework. It is packed with robust tools and features to help users achieve total visibility of the entire IT infrastructure, enabling better management and quicker response to address identified issues.

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7. Vision Helpdesk

Our score: 9.2 User satisfaction: 99%

Vision Helpdesk is a customer support help desk platform that allows users to manage calls, live chat, and email in a single, convenient platform. Equipped with a help desk, ITIL/ITSM desk, and satellite desk, it is also available on mobile devices so customers can easily access customer support and help desk services.

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8. Salesforce Service Cloud

Our score: 9.6 User satisfaction: 97%

A cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.

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9. Vivantio

Our score: 8.4 User satisfaction: 93%

A powerful yet easy-to-use, flexible service management tool to help you provide great customer service. It offers extensive automation, customization, self-service portals, and comprehensive reporting tools at prices that are right for your needs.

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10. LiveAgent

Our score: 9.4 User satisfaction: 99%

A leading live chat software founded on the principles of simplicity. Powerful on top of being intuitive, it centralizes communications by keeping messages in a single inbox, to ensure that customer service agents can give attention to high priority requests. This also lets them pick up where their colleagues left off to narrow down tickets.

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11. LivePerson

Our score: 8.8 User satisfaction: 100%

Drive online conversions and improve customer loyalty with LivePerson, a market leader in real-time intelligent customer engagement.

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12. TeamSupport

Our score: 9.1 User satisfaction: 99%

TeamSupport is a complete customer support platform that facilitates communication and collaboration between your teams and clients. Designed for B2B users, the platform offers customer self-service portals, ticket management, ticket automation, and live chat, among others. Collaborative tools also allow team members to efficiently work together to resolve customer issues.

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Customer Service Software for Small Business Guide

Table of contents

Customer service is a crucial part of business processes and there is a type of software that enhances this, particularly for the operations of small businesses. Customer service software for small business operations enables organizations to categorize their customers based on their purchase histories, shopping behavior, and social media mentions, among many other factors. It also provides tools for generating insights across various communication channels, deploying loyalty campaigns, and creating sales funnels. A multitude of top-tier small business customer service software systems are available so you can begin your search with the category leader, Freshdesk, and proceed with our other recommended products.

Get to know each product with a free trial

It’s hard to know which products work best with an organization’s workflows and operational style. Luckily, many small business customer service software systems offer free trials. By trying one, you can determine which products would suit your business perfectly and those that have toolsets that deliver the most value. You can start with the free trials of products that received high ratings from us and their users. These include Freshdesk, Zendesk, Salesforce Service Cloud, Freshservice, and HubSpot Service Hub.

Targeted Businesses

  • Call center companies. In providing customer service solutions to their clientele, call center companies rely on customer service software for ticket management and monitoring, call support, email support, and multichannel support functionalities.
  • Enterprises with complex requirements. Customer service software provides omnichannel channel solutions to help enterprises deal with high volumes of customers seeking support. These allow large companies to swiftly provide support services to concurrent requests.
  • Small businesses that aim to boost customer relations. Customer service software systems can consolidate communications with customers through a unified inbox and have ticketing management and monitoring functionalities. These can help small businesses improve their relationships with customers.
  • Field service buyers. Remote service professionals like technicians and delivery personnel can easily be deployed to a customer’s location with the help of customer service platforms. All the necessary information regarding the customer’s concerns and their location are recorded and provided to deployed staff.

What are Examples of Customer Service Software for Small Business?

  • Freshdesk: A highly regarded customer support system that offers reliable omnichannel support solutions for businesses of all scales. It has various support features, including comprehensive ticket management, agent collision detection, and ticket-splitting, that boost an organization’s customer service initiatives.
  • Zendesk: A scalable customer service platform that offers extensive solutions for live chat, call center services, ticketing, and knowledge base modules. It also integrates with more than 100 third-party apps to extend its capabilities.
  • Salesforce Service Cloud: An intuitive customer support system that provides a 360-degree view of customers and their concerns and carries tools for lead-contact account management, task management, work order management, and omnichannel routing.
  • Freshservice: A multifunctional service management system that features an efficient ticketing system and carries functionalities for building and managing a knowledge base, asset discovery, and maintaining configuration management databases.
  • HubSpot Service Hub: A flexible customer service system with a suite of tools for comprehensive customer support for various channels. It is equipped with functionalities for ticketing, contact management, live chat, email support, and meeting scheduling.

Types of Customer Service Software for Small Business

  • Phone systems. Leveraged by call centers and large support teams, these solutions support a wide array of call functionalities, including call recording, call transfers, call monitoring, and interactive voice responses.
  • Live chat. This type enables businesses to engage leads and customers in text-based conversations on their websites. In addition, support teams can use live chat to directly communicate with one another.
  • Knowledge base. This self-help resource system allows customers to resolve basic product-related concerns on their own like simple issues, installation, and software compatibility.
  • Ticketing system. A ticketing system enables customers to report their concerns and companies to swiftly respond to these concerns across multiple channels. It records a customer’s issues and contact details, the history of service requests, and the technicians dispatched per customer.
  • Community forums. Forums let customers and company employees discuss among themselves the best practices, ideal ways to resolve issues, and the latest product updates and integrations.
  • Mobile in-app support. This allows users to provide service solutions to customers even if they are away from their desks, as they leverage smartphones to do the job.

Key Features of Customer Service Software for Small Business

  • Live Chat: This enables you to chat with customers and leads in real time. Information from these conversations is automatically ported over by some platforms to tickets.
  • Ticket Management: Customer service software for small business have comprehensive ticketing functionalities to record customer issues, document interactions, create and update customer profiles, track customer support histories, and deploy field service personnel. Some systems have agent collision detection features so that agents do not work on the same tickets at the same time.
  • Multichannel Support: This lets organizations manage interactions with customers across various communication channels. Small business customer service software systems consolidate these interactions into a unified inbox so that agents can easily and accurately supply responses.
  • Customer Self-Service: This grants customers access to a portal that displays answers to common and basic concerns. In entering the portal, they would find a knowledge base that contains how-to articles, FAQs, and tips from experts.
  • Customer Information Management: Customer service platforms store profiles that contain each customer’s contact and account information, reported issues, resolution histories, chronic problems, and the field service personnel dispatched for each problem.
  • Data Analytics and Reporting: Customer service software for small business operations can generate custom reports with charts and tables so that users can easily understand and leverage the information into strategies.
  • Agent Performance Reviews: This enables customers to provide feedback about their experience with an organization’s agents. Managers, in turn, can use the reviews as merits for performance appraisals, promotions, and disciplinary actions.
  • Social Media Integration: Most people are on social media and so many customer service systems can capture social media interactions in their inboxes and communication tools.
  • Forums: Forums allow customers, agents, and leads to discuss common issues, the latest promos and updates, and the best practices. As a result, some issues are quickly resolved and the relationship between the company and its customers is boosted.
  • Third-Party Integrations: Customer service software systems expand their capabilities by integrating with widely used platforms like CRM and appointment-scheduling solutions. Integrations also improve the flow of data between software.

Benefits of Customer Service Software for Small Business

  • Flexible support: Small business customer service software systems offer support to different communication channels and unify interactions with customers in one location. These inquiries or complaints are then routed to agents so that the organization can quickly and accurately give responses. With multichannel support, your customers won’t have trouble with their inquiries or asking for assistance regarding technical issues.
  • Quick resolutions: Since customer service systems offer multichannel support and ticketing tools that document reported issues, support teams can swiftly resolve customer concerns. If a problem is too big or complex for remote assistance, organizations can deploy field service professionals like technicians and delivery staff to the address of customers through the software.
  • Efficient ticketing: One of the core competencies of customer service software for small businesses is ticket management and monitoring. All systems have tools for turning reported concerns into tickets that document a customer’s concerns, contact details, and the work done and field service professionals dispatched for complex concerns. Advanced platforms can also split tickets to be resolved by various departments for compounded concerns.
  • Customization: Customer inquiries and concerns vary in nature, thus the software enables you to customize ticket forms, routing workflows, and the branding scene applied to customer-facing interfaces. In this way, your company can properly document every inquiry and concern.
  • Customer prioritization: Customers tend to be grouped according to their purchases or subscriptions and the severity of their concerns. Customer service platforms allow you to do that by setting the rules of routing workflows and identifying which customers and concerns belong to higher tiers.
  • Optimized support workflows: Customer concerns are addressed by agents and then escalated to subject matter experts or managers for complex scenarios. The workflows surrounding this can be simulated and automated through customer service systems, with the routing order defined for all possible events accounted for.
  • Actionable insights: Customer service applications are equipped with AI-powered analytics engines that process data to identify patterns, reflect outcomes, and predict future results, presented in detailed charts and tables. At one glance, you can see the general condition of your company’s support initiatives and formulate plans to further improve them.
  • Adoption of chatbots. Chatbots have grown in popularity since they can simulate basic human interactions and provide solutions to many common concerns. These apps can also link customers to sections of the knowledge base that pertain to the resolution of their concerns, reducing the labor of support teams. As such, more and more customer service platforms are leveraging chatbots.
  • Mobile-ready software. More people use mobile devices to access the internet than desktops. With this, customer service systems actively improve their mobile interfaces to ensure smooth support services even if agents are away from their desks. The same goes for customers who intend to make inquiries or report issues.
  • Standardization of omnichannel support. Digital consumers communicate with organizations across various channels, including phones, email, social media, and company websites. Top-tier customer service solutions support all these and unify the interactions into one inbox, which are then routed to support agents. This will soon become a standard among customer service platforms, including those for small businesses.

Potential Issues

  • Large ticket volume. While customer service systems excel at documenting customer concerns on tickets, not all platforms have the functionalities to reduce the high volume of tickets produced. This underscores the need for organizations to establish and maintain comprehensive knowledge bases that contain instructions on how to resolve non-complex concerns. Forums can also help since customers, agents, and technicians can discuss the best practices on how to solve a plethora of issues.
  • Customer retention. Customers get turned off by delayed or missing service responses, leading to them not patronizing the brand. This emphasizes the importance of customer service systems with omnichannel functionalities, which enable support teams to provide responses and resolutions regardless of the channel used by customers to communicate.
  • Maintaining customized support. The rising popularity of chatbots for customer service platforms may have brought convenience to support teams, but it somewhat runs counter to the preference for “human warmth” by customers. Organizations can resolve this by customizing the spiels of chatbots per scenario to mimic human speech. Platforms that leverage machine learning help in this regard.

Best Practices for Customer Service

Knowing your audience. People have varying preferences so it’s wise to identify your true target audience and their preferred mode of communication, from which you can build your strategies. For instance, a younger audience prefers to air out concerns on social media while older ones do it through email. Picking customer service software that offers multichannel support helps.

Making good first impressions. The first impression can influence a person’s decision to do business with a company, which is why it is important to plan out your communication workflow down to the last detail, from the greeting to the tone agents use for communicating.

The importance of customization. Customers might find communicating with chatbots too cold and inorganic. With this, you can personalize communications through other channels or adopt a conversational tone on a chatbot’s communication protocols.

Routinely collect data. Data leads to insights in the digital realm. So having a lot of data regarding customer concerns can help you prepare your knowledge base, especially FAQs about common concerns. Customer service systems can also use them to prepare detailed visual reports that reflect the condition of your support initiatives.

Making the Most of Customer Service Software for Small Business

Before picking software to purchase, businesses should first identify their customer support needs and match them with the features of leading products. You can do so by reading reviews from users and software review sites and taking advantage of the free trials and free plans afforded by vendors. Account for scalability as well since your small business might expand in the long run. Once you have an ideal application installed, it can vastly improve your customer service initiatives and your standing with your captive audience.

Bottom line

Exceptional customer service influences customer loyalty, which in turn guarantees a company substantial returns in the long run. Small businesses can provide reliable service with the help of customer service applications. These platforms offer omnichannel solutions, unified inboxes, reliable ticketing tools, and dynamic routing to help reduce the load on support teams and enhance the operational efficiency of support workflows.

While it’s true that some platforms charge a bit high for premium features, they can help your business flourish over time. This makes them worthwhile investments since the long-term benefits outweigh the costs. What’s more, small business customer service software helps you forge better relationships with your clientele.

List of Customer Service Software for Small Business Companies

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Product name:
Category:
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User reviews:
Freshdesk Omni reviews

Freshdesk Omni

Customer Service Software for Small Business
9.7
$29
100%
Zendesk reviews

Zendesk

Customer Service Software for Small Business
9.6
$19
98%
RingCentral Engage Digital reviews

RingCentral Engage Digital

Customer Service Software for Small Business
8.8
By quote
-
HubSpot Service Hub reviews

HubSpot Service Hub

Customer Service Software for Small Business
9.0
$18
98%
Vivantio reviews

Vivantio

Customer Service Software for Small Business
8.4
$42
93%
NetHunt CRM reviews

NetHunt CRM

Customer Service Software for Small Business
8.4
$24
95%
Sailthru reviews

Sailthru

Customer Service Software for Small Business
9.0
by quote
94%
xSellco Helpdesk reviews

xSellco Helpdesk

Customer Service Software for Small Business
8.8
$79
100%
Jira Service Desk reviews

Jira Service Desk

Customer Service Software for Small Business
9.0
$20
96%
Freshdesk reviews

Freshdesk

Customer Service Software for Small Business
9.8
$15
100%
Salesforce Service Cloud reviews

Salesforce Service Cloud

Customer Service Software for Small Business
9.6
$25
97%
Toonimo reviews

Toonimo

Customer Service Software for Small Business
8.5
by quote
90%
vcita reviews

vcita

Customer Service Software for Small Business
8.8
$19
100%
NICE inContact CXone reviews

NICE inContact CXone

Customer Service Software for Small Business
8.8
By quote
91%
LivePerson reviews

LivePerson

Customer Service Software for Small Business
8.8
by quote
100%

Things to consider when you invest in a SaaS

There are lots of cloud-based SaaS solutions available in the market and this makes it tricky for a company to select a suitable app for their requirements. The first element to consider is usability. Be sure about the changes required for your team’s procedures and workflow when you implement the software. Purchase a program that adapts to your workflows and not the other way around.

The second functionality to consider is the user interface. It should be uncomplicated and easy to use so that your workers get the hang of it quickly. Get them involved in the selection and usage process, and analyze their daily requirements to find a good fit. Make the users look at the demos and try out the free trials and get their opinions.

The third important element is scalability. Select a tool that can grow with your organization. Though many SaaS vendors offer enterprise packages, these are costly for a lot of businesses. So, check if the platform allows you to export your data and move on to another system if required. In fact, choose a vendor that allows you to export your data as you can trust their honesty and they are the right type of SaaS brands you should look to partner with.

Frequently asked questions about Customer Service Software for Small Business

What is the best customer service software for small business?

The best customer service software for small businesses is Freshdesk. The feature-rich system is designed to enhance the customer service initiatives of businesses of all scales. It offers multichannel support and comprehensive solutions for ticket management, ticket monitoring, agent management, and automating support workflows. In addition, it has an agent collision detection feature—which prevents agents from concurrently working on the same ticket—and smart ticketing functionalities like ticket-splitting, ticket linking, and proper ticket dispatch. The app can streamline your entire customer support operations.

What are the benefits of customer service software for small business?
  • Stronger customer engagement: With support features like live chat, email, and a webpage for reporting issues, small business customer service software systems afford customers options to communicate and report their concerns.
  • Quick resolutions: The ticket management tools of customer service software properly document and route reported issues to team members with sufficient tech support knowledge to swiftly resolve them.
  • Peeks into customer behavior: Customer service platforms document every customer inquiry and reported concern, with the data recorded and processed into insights.
  • Automatic routing to agents: Top-tier customer service systems automate the routing of trouble tickets to the support team in accordance with the support team’s hierarchy, from basic agents to escalations to level two agents and managers.
  • Efficient ticketing process: The top customer service applications offer comprehensive ticketing solutions to properly record customer inquiries and issues. Features like ticket-splitting, ticket merging, and agent collision detection ensure that every concern is properly addressed.
  • Reduces the burden on agents: Some customer service platforms are equipped with chatbots that handle the basic concerns of customers. In addition, some systems allow managers to optimize support workflows, eliminating or minimizing redundant and lengthy steps in the operational process.
  • Easy communication with customers: Many customer service software for small businesses bear unified inboxes that consolidate customer interactions across various communication channels.
What are the features of customer service software for small business?
  • Ticket Management: Customer service systems have comprehensive ticketing features that enable agents to document customer inquiries and concerns. Tickets can be split, merged, and escalated to higher-level agents within the interface.
  • Live Chat: Customers can quickly engage support agents or chatbots through the live chat functionality of customer service systems. The reported concerns are then ported over to trouble tickets for proper documentation.
  • Customer Information Management: Agents can create and update customer profiles on customer service platforms. These may reflect the tickets associated with each customer.
  • Multichannel Support: Customer service platforms consolidate interactions with customers across communication channels into a unified inbox with which agents can quickly resume support.
  • Agent Reviews: Some platforms enable customers to provide feedback for the agents they communicated with. The feedback can be used as a resource for performance appraisals, disciplinary actions, and promotions.
  • Data Analytics: Customer service software systems gather data surrounding customer issues and inquiries and then produce detailed reports with visuals like charts and tables.
  • Social Media Integration: Many people prefer to communicate with brands through social media. As such, many customer service apps integrate with social media applications, populating interactions in a unified inbox.
  • Third-Party Integrations: Customer service platforms expand their capabilities and improve the flow of information by integrating with widely used apps like CRM and collaboration solutions.
What is the easiest customer service software for small business to use?

Salesforce Service Cloud. This intuitive customer support system combines easy-to-manage features with features that simplify the support process. It affords your team visibility over the entire support process, automates ticket routing, provides comprehensive case management features, and displays an interactive activity feed.

Zendesk. This powerful application offers comprehensive and straightforward solutions for customer service, call centers, and the creation of knowledge bases. It automates tickets, links ticketing with CRM, hosts private and public forums, and predicts the level of satisfaction of customers.

Freshdesk. This multifunctional system provides a host of tools and modules that help organizations thoroughly enhance their support services with minimized complexities. Features like custom mailboxes, ticket management, ticket monitoring, and gamified support are easy to learn and apply to operations.

What is a good free customer service software?

HubSpot Service Hub. HubSpot’s generous free plan carries tools for end-to-end support. These include solutions for ticketing, live chat, email scheduling, Slack and Facebook Messenger integration, and a shared inbox. The support teams of small businesses can operate by using HubSpot free plan.

LiveAgent. LiveAgent’s free plan gives you access to a host of useful functionalities like custom tickets, ticket splitting, ticket transfers, and an API interface. Although some of the features are limited, the free plan can effectively streamline the support services of micro-operations.

Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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