Best Customer Experience Software for Ortto

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.

involve.me is the AI quiz funnel builder with built-in CRM and email automation. Use it to build quizzes, assessments, calculators, product recommendation flows, landing pages, and forms, either by hand or through a conversational AI Agent that produces the structure, logic, copy, and design from a prompt. Scoring rules and branching logic sort respondents by fit and intent, and each one sees their result as personalized charts, gauges, and graphs on the outcome page. Qualified leads land in the built-in CRM as contacts, where email sequence workflows take over and adapt to answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the quiz funnel directly to the follow-up journey. 55+ native data integrations cover HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, alongside 3 payment integrations, 5 tracking integrations, Zapier, and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan available. Paid plans from $29/month annual. SOC 2 Type II audited, GDPR-compliant. Trusted by 4,500+ businesses globally.