Customer follow up software
Customer follow-up software helps your team stay connected with clients and deliver outstanding customer experiences. Explore top options and start a free trial today.
Last updated August 22, 2025
A guide to the 11 best customer follow-up software
As a business, you need a clear picture of your customers across touchpoints. Every stage matters, from acquisition and first contact to conversion, retention, upselling, and follow-ups.
Customer follow-up software empowers your team by giving them the information they need to interact with clients effectively and provide an exceptional customer experience (CX). In this guide, we compare 12 options in detail to help you choose the best solution for your needs.
More in this guide:
- What is customer follow-up software?
- Key features of a customer follow-up system
- Customer follow-up software comparison chart
- The 11 best customer follow-up software
- Frequently asked questions
- Don’t miss the next follow-up opportunity
What is customer follow-up software?Customer follow-up software—also known as customer relationship management (CRM) systems—helps companies provide excellent customer service by ensuring support and sales teams have access to comprehensive information about every customer. The goal of CRM software is to centralise customer data and resources so team members can easily follow up with customers, build strong relationships, and deliver outstanding CX. |
Key features of a customer follow-up system
When selecting a customer follow-up system, it's important to consider several key features that empower your team and improve your customer experience. A few of these capabilities include:
- AI and automation: AI and automation streamline tasks and ensure no customer is overlooked. For example, AI agents can offer 24/7 support and autonomously resolve complex enquiries, freeing up live agents for higher-value interactions.
- Omnichannel ticketing: Customers want to communicate with your business on their preferred channel—whether that be your website, social media, email, or live chat. Omnichannel ticketing consolidates all conversations into a single interface, making it easy for teams to manage interactions across mediums.
- Quality assurance (QA): Managers can use QA tools to monitor customer interactions, flag areas for improvement, and identify training opportunities. This ensures teams maintain high-quality service and customer experience.
- Customer database:Customer database software acts as a centralised hub that stores customer details, conversation history, preferences, feedback, and more. This helps teams foster personalisation and communicate more efficiently.
- Reporting and analytics: Real-time dashboards and detailed reports provide insights into team performance, follow-up effectiveness, and customer satisfaction. These metrics can highlight what's working and what's not, so you can confidently refine your strategy.
If you prioritise these features, you'll be sure to select a system that boosts team productivity and delivers CX that keeps customers coming back.
Customer follow-up software comparison chart
Here is a comparison chart detailing pricing, free trial availability, and ideal use cases. For more details, continue reading.
|
Software |
Starting price |
Free trial |
Best for |
|
HubSpot CRM |
$15 per seat/month (billed annually) |
Unavailable |
HubSpot users |
|
Salesforce |
$25 per user/month (billed annually) |
30 days |
Interdepartmental teams |
|
Salesforce |
$25 per user/month (billed annually) |
30 days |
Interdepartmental teams |
|
Zoho CRM |
$14 per user/month (billed annually) |
15 days |
Sales process visualisation |
|
Pipedrive |
$14 per user/month (billed annually) |
14 days |
Lead nurturing |
|
Keap |
$249 per month for up to two users (billed annually) |
14 days |
Small businesses |
|
Bitrix24 |
$49 per organisation/month (billed annually) |
Unavailable |
AI sales assistance |
|
monday.com |
$12 per seat/month (billed annually) |
Available |
Post-sale management |
|
ClickUp |
$7 per user/month (billed annually) |
Unavailable |
Project management |
|
Zapier |
$19.99 per month (billed annually) |
Unavailable |
Automation building |
|
Agile CRM |
£9.99 per user/month (billed annually) |
Unavailable |
Sales enablement |
|
Insightly |
$29 per user/month (billed annually) |
14 days |
Opportunity management |
Don’t miss the next follow-up opportunity
Customer follow-ups are the moments that define loyalty. The faster you act, the stronger the relationship becomes.
Zendesk integrates with your CRM to ensure every interaction is timely, personalized, and seamless. With AI-powered automation, omnichannel visibility, and real-time analytics, your team can deliver follow-ups that build lasting customer trust. Start your free 14-day Zendesk trial today.
Frequently asked questions
Don’t miss the next follow-up opportunity
Customer follow-ups are the moments that define loyalty. The faster you act, the stronger the relationship becomes.
Zendesk integrates with your CRM to ensure every interaction is timely, personalized, and seamless. With AI-powered automation, omnichannel visibility, and real-time analytics, your team can deliver follow-ups that build lasting customer trust. Start your free 14-day Zendesk trial today.