Sam Walton, the co-founder of Walmart, once said, “There’s only one boss, the customer.”
And honestly, that’s the heart of every business: building long-term customer relationships.
But serving customers well isn’t as simple as it used to be. In fact, 86% of service agents and 74% of mobile workers say customer expectations have only grown 📈.
One way to stay ahead is by paying close attention to how customers move through their journey.
When you understand their actions, questions, and habits, you get the chance to understand them better and fix problems before they even notice. That’s the kind of thoughtful service that customers tend to remember.
In this article, we’ll explore some of the best customer service software to help you track customer interactions, improve customer satisfaction, and build lasting relationships with your customers.
13 Best Customer Monitoring Software Tools
Summarize this article for me pleaseTop Customer Monitoring Software At a Glance
Here’s a quick comparison of the top customer monitoring solutions to help you choose the right fit:
| Tool | Best for | Key features | Pricing |
| ClickUp | Workflow routing and team collaboration | AI‑powered dashboards, CRM template, forms & automations, customer alerts | Forever free plan. Paid plans available. |
| Hotjar | Tracking customer behavior and feedback | Heatmaps, session replays, real‑time feedback, surveys, funnel analysis | Paid plans start from $49/month per user |
| Fullstory | Behavioral data and session insights | Automatic session replay, path & funnel analytics, AI summaries, user segmentation, in‑app collaboration | Custom pricing |
| Mixpanel | Product analytics and customer trends | Real‑time usage tracking, retention cohorts, self‑serve dashboards, replay link, data‑warehouse integrations | Custom pricing |
| Crazy Egg | Visual website behavior tracking | Heatmaps & scrollmaps, session recordings, A/B testing, traffic segmentation, easy tag‑manager setup | Paid plans start from $29/month per user |
| ChurnZero | Customer‑success teams and retention | Health scoring, automated playbooks, built‑in surveys, real‑time alerts, deep CRM integrations | Custom pricing |
| Userpilot | In‑app user engagement and onboarding | Contextual walkthroughs, product analytics, session replay, in‑app surveys & NPS, data sync integrations | Paid plans start from $299/month per user |
| Intercom | AI‑powered support and proactive messaging | Fin AI agent, live chat & inbox, no‑code workflows, targeted messages, detailed reporting | Paid plans start from $39/month per user |
| Sprinklr | Large enterprises needing unified CX management | Omnichannel service & social, AI quality monitoring, social listening, workflow automation, 30+ channel support | Custom pricing |
| Zendesk | Omnichannel customer service with automation | Multi‑channel ticketing, AI agents, custom workflows, analytics, 1,000+ integrations | Paid plans start from $25/month per user |
| HubSpot | All‑in‑one CRM with CMS and analytics | CMS hosting, custom dashboards, chatbots & live chat, marketing automation, AI content tools | Paid plans start from $45/month per user |
| Richpanel | Ecommerce brands aiming to cut support costs | AI self‑service, unified inbox, workflow automation, revenue impact reporting, branded help centre | Paid plans start from $69/month per user |
| Pipedrive | Sales teams tracking every deal | Visual pipeline, automated follow‑ups, forecasts, 500+ app integrations, optional lead & docs add‑ons | Paid plans start from $19/month per user |
| Churn360 | SaaS teams focused on retention insights | Real‑time health scores, behaviour‑based segments, custom dashboards, surveys, CRM data sync | Custom pricing |
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Summarize this article for me pleaseWhat Should You Look for in Customer Monitoring Software?
With tools like AI, big data, and CRM (customer relationship management) systems, it’s easier than ever to access insights on customers’ behavior and preferences.
But tracking the right CRM metrics and deriving actionable insights from your customer data is deeply tied to knowing what you want to improve.
As JD Rico, editor and venture partner at Digitalist Hub, puts it, “When you know your customer better, you can serve them better.” Understanding what your customers enjoy (as well as what they don’t) helps you avoid sending the same email marketing blast or phone calls to everyone.
Here’s what the ideal customer monitoring tool should do:
✅ Manage leads, contact records, track customer interactions, and view communication history in one place
✅ Use customer tracking software and CRM to monitor your sales pipeline management, track leads and deals, and get a clear view of the sales process
✅ Handle support tickets, automate responses, and manage customer communications
✅ Collect customer information centrally with easy reporting on customer behavior and engagement
✅ Access real-time reports and integrate smoothly with your CRM tool, marketing automation, or workflow tools
Summarize this article for me pleaseThe Best Customer Monitoring Software
Here are 13 of the best customer monitoring software options available in the market today. Let’s run through their strengths and weaknesses to see if they’re the right fit for your team.
1. Hotjar (Best for tracking customer behavior and feedback)
No one likes guessing why visitors leave their website. And with 73% of consumers ready to switch to a competitor after just a few bad experiences, you don’t have much time to figure it out. That’s where Hotjar helps.
This tool gives you a clear view of how people move through your site, where they click, where they hesitate, and where they leave.
With heatmaps, session recordings, and real-time feedback tools, Hotjar helps your team spot problems early and fix them before your customers even think about refreshing the page or walking away.
Hotjar best features
- Allow teams to observe real-time customer interactions with heatmaps and user recordings
- Collect direct feedback with surveys and feedback buttons without disrupting the customer experience
- Spot drop-offs in the sales pipeline with funnel analysis and behavior tracking
- Provide AI-powered survey suggestions and insights to improve marketing campaigns
- Integrate with tools like HubSpot, Slack, and Zendesk to simplify workflow automation
Hotjar limitations
- Installation process can be tricky for non-developers
- Some users report slow customer support response
- Tracking scripts may impact website load speed
Hotjar pricing
- Free: Free Forever
- Growth: $49/month per user
- Business: Custom pricing
- Scale: Custom pricing
Hotjar ratings and reviews
- G2: 4.3/5 (310+ reviews)
- Capterra: 4.6/5 (530+ reviews)
What users say about Hotjar
This G2 review highlighted:
📖 Also Read: Customer Retention Software Tools
2. Fullstory (Best for behavioral data and session insights)
Sometimes, what users do on your site speaks louder than any survey. Fullstory helps you catch those unspoken moments by recording exactly how people move, click, scroll, or get stuck.
With real-time behavioral data, session replays, and AI-powered insights, this client management tracking software provides your team with a clear sense of the customer journey.
From spotting friction points to understanding what keeps customers coming back, Fullstory helps product, design, and support teams work with confidence. It also auto captures every interaction, so you can dig deep into user sessions without tagging everything in advance.
Fullstory best features
- Capture every user interaction automatically with advanced session replay
- Analyze journey maps and funnels to understand the full customer journey
- Use AI-powered summaries for quick insights on customer behavior
- Segment users by behavior, device, or frustration signals for focused analysis
- Collaborate across teams with notes, highlights, and direct sharing features
Fullstory limitations
- Pricing may be high for smaller businesses
- Some behavior signals, like rage clicks, may lack precision
- Occasional slow data load times when handling large datasets
Fullstory pricing
- Custom pricing
Fullstory ratings and reviews
- G2: 4.5/5 (800+ reviews)
- Capterra: 4.6/5 (60+ reviews)
What users say about Fullstory
This Capterra review shared:
👀 Fun Fact: The concept of “customer journey mapping” actually came from service design in the 1990s, not sales or marketing. It was first used by airlines and hospitality teams to improve check-in and boarding experiences.
3. Mixpanel (Best for product analytics and customer trends)
It’s one thing to hear what customers say about your product. It’s another way to see what they actually do with it. Mixpanel helps you do just that.
It shows you how people use your product, what features they love, where they drop off, and how their behavior changes over time. By bringing together customer data, product analytics, and session replays, Mixpanel helps teams make smarter decisions without waiting for reports.
Mixpanel best features
- Track customer actions, product usage, and trends in real time
- Analyze retention with cohort reports and behavior tracking
- Share insights easily with self-serve dashboards for the entire team
- Connect session replays with product analytics for a full view of the customer journey
- Integrate with your data warehouse, CRM software, and marketing automation tools
Mixpanel limitations
- Costs can add up with high event volumes
- May take time to learn for new users
- Some advanced features need support from data teams
Mixpanel pricing
- Free Forever
- Growth: Free
- Enterprise: Custom pricing
Mixpanel ratings and reviews
- G2: 4.6/5 (1,160+ reviews)
- Capterra: 4.5/5 (140+ reviews)
What users say about Mixpanel
This G2 review noted:
📖 Also Read: Best Customer Database Software Systems
4. Crazy Egg (Best for visual website behavior tracking)
More than half of consumers say excellent service matters more than the price they pay. That’s a lot of pressure for teams trying to win customer loyalty. But with Crazy Egg, you don’t have to guess what’s working on your website.
Crazy Egg shows you exactly how visitors move, click, and scroll through your pages. With heat maps, session recordings, and A/B testing, it helps you spot friction, fix issues, and create a smoother experience before small problems turn into lost customers.
Crazy Egg best features
- Visualize customer clicks, scrolls, and engagement with heatmaps and scrollmaps
- Watch real user journeys with session recordings to spot pain points
- Run A/B tests to see which designs drive better customer interactions
- Segment traffic by device, source, or campaign for targeted insights
- Integrate with platforms like Google Tag Manager, Shopify, and WordPress for easy setup
Crazy Egg limitations
- Some users report limited analytics depth compared to competitors
- Pricing is annual only and can be confusing for first-time users
- Customer support response times can be slow
Crazy Egg pricing
- Starter: $29/month per user
- Plus: $99/month per user
- Pro: $249/month per user
- Enterprise: $499/month per user
Crazy Egg ratings and reviews
- G2: 4.1/5 (110+ reviews)
- Capterra: 4.4/5 (80+ reviews)
What users say about Crazy Egg
This Capterra review featured:
📮 ClickUp Insight: Around 31% of managers lean on visual boards, while others prefer Gantt charts, dashboards, or workload views. The challenge? Most tools make you stick with one. And when a view doesn’t fit the way you work, it only slows you down.
ClickUp lets you switch between AI-powered Gantt charts, Kanban boards, ClickUp Dashboards, or workload views anytime. Plus, with ClickUp’s AI assistant, ClickUp Brain, you can generate custom views or summaries that adapt to whoever needs them.
💫 Real Results: CEMEX cut communication delays from 24 hours to seconds and launched products 15% faster with ClickUp.
5. ChurnZero (Best for customer success teams and retention)
No one wants to lose a customer because of something they didn’t see coming.
Instead of waiting for issues to surface, you’ll know exactly when to step in and strengthen relationships with ChurnZero.
ChurnZero helps you stay ahead by giving customer success teams real-time insights into customer health, engagement, and satisfaction.
This helps teams track usage patterns, gather feedback, and even forecast renewals.
ChurnZero best features
- Monitor customer interactions and health with AI-powered scoring
- Automate success playbooks, renewal tracking, and onboarding workflows
- Collect real-time feedback with built-in survey tools (NPS, CSAT, CES)
- Get instant alerts for key customer actions or risks
- Integrate with tools like Slack, Salesforce, and Snowflake for better team alignment
ChurnZero limitations
- Setup and customization can be time-consuming for new users
- Some users report a learning curve with advanced features
- UI updates occasionally impact usability
ChurnZero pricing
- Custom pricing
ChurnZero ratings and reviews
- G2: 4.7/5 (1,420+ reviews)
- Capterra: 4.7/5 (120+ reviews)
What users say about ChurnZero
This G2 review captured:
📖 Also Read: Best Customer Insight Tools to Understand Clients
6. Userpilot (Best for in-app user engagement and onboarding)
Companies that put customers first grow 41% faster than those that don’t. But how do you make sure every customer feels seen and valued? You can achieve such results by providing personalized experiences to your customers.
Userpilot helps you do exactly that.
With its in-app messages, onboarding flows, and feedback tools, it lets you support and guide your users right inside your product.
Userpilot best features
- Guide users with contextual onboarding, tooltips, and product tours
- Track user behavior with product analytics and usage trends
- Replay sessions to spot usability issues and understand user journeys
- Collect user feedback with in-app surveys and NPS tools
- Integrate with your tech stack for data syncing and segmentation
Userpilot limitations
- Advanced features like session replay and mobile engagement are add-ons
- Requires time to set up personalized flows and analytics
- Entry pricing can be high for small teams
Userpilot pricing
- Starter: $299/month per user
- Growth: Custom pricing
- Enterprise: Custom pricing
Userpilot ratings and reviews
- G2: 4.6/5 (800+ reviews)
- Capterra: 4.6/5 (60+ reviews)
What users say about Userpilot
This G2 review noted:
7. Intercom (Best for AI-powered support and proactive messaging)
When customers reach out, they are often hoping for two simple things: quick help and a human response that makes them feel valued.
Intercom brings those together with its AI-powered customer service tools such as Fin AI Agent.
With smart automation, a friendly live chat, and a single place to manage conversations, Intercom helps growing teams stay personal, even as they scale.
Intercom best features
- Offer AI-powered support with the Fin AI Agent to resolve common questions automatically
- Use live chat and shared inboxes to stay on top of customer conversations
- Build custom workflows and automate routine tasks with no coding needed
- Send proactive messages, product tours, and targeted updates based on customer behavior
- Access detailed analytics and custom reports to track support performance and engagement
Intercom limitations
- Can feel overwhelming for first-time users due to its wide range of features
- Pricing may be steep for small businesses, especially with AI resolutions priced per use
Intercom pricing
- Free trial available
- Custom pricing
Intercom ratings and reviews
- G2: 4.5 out of 5 (3,400+ reviews)
- Capterra: 4.5 out of 5 (1,120+ reviews)
What users say about Intercom
This Capterra review highlighted:
👀 Fun Fact: The earliest use of feedback loops for customer experience came from Japanese manufacturing in the 1960s, with “Kaizen” encouraging frontline workers to suggest ways to improve customer outcomes.
8. Sprinklr (Best for large enterprises needing unified customer experience management)
When your business runs on multiple channels and touches thousands of customers every day, keeping everything in sync is no small task.
That is where Sprinklr steps in. Sprinklr brings together customer service, marketing, social media, and analytics in one powerful platform. You can manage social conversations, customer queries, market insights, and campaigns without hopping between tools.
Sprinklr best features
- Manage customer service, social engagement, and marketing from one unified platform
- Use AI-powered quality monitoring and conversational analytics to improve customer experience
- Gain market, product, and customer insights through advanced social listening and analytics
- Automate service workflows and improve agent productivity with AI-driven tools
- Support customer interactions across 30 or more digital and voice channels
Sprinklr limitations
- Learning curve can be steep due to the platform’s depth and complexity
- Custom pricing means smaller teams may find it hard to gauge affordability upfront
Sprinklr pricing
- Custom pricing
Sprinklr ratings and reviews
- G2: 4.1/5 (1,120+ reviews)
- Capterra: 4.2/5 (80+ reviews)
What users say about Sprinklr
This G2 review shared:
9. Zendesk (Best for omnichannel customer service with strong automation features)
Zendesk has long been a trusted name for businesses that want reliable customer support across channels. It helps teams manage tickets from email, chat, social media, and voice, all in one place.
Their AI-powered agents work alongside human teams to resolve common queries instantly, while automation features reduce routine tasks and help desks run smoothly. Zendesk also supports employee service, so internal teams can manage requests with the same efficiency.
Zendesk best features
- Centralize customer support with omnichannel ticketing and real-time messaging
- Use AI agents and automation tools to reduce resolution times and boost efficiency
- Customize workflows, triggers, and automations to fit your support needs
- Gain insights with prebuilt dashboards, analytics, and reporting tools
- Integrate with over a thousand apps, including Microsoft Teams and Salesforce
Zendesk limitations
- Pricing can be expensive for smaller businesses
- Customer support quality and response times have received mixed reviews
Zendesk pricing
- Suite Team: $25/month per user
- Suite Growth: $69/month per user
- Suite Professional: $149/month per user
- Suite Enterprise: $219/month per user
Zendesk ratings and reviews
- G2: 4.3/5 (6,220+ reviews)
- Capterra: 4.4/5 (4,000+ reviews)
What users say about Zendesk
This Capterra review brought to light:
📖 Also Read: Best Customer Communication Management Software
10. HubSpot (Best for businesses wanting an all-in-one CRM with CMS and analytics)
It is hard enough running a business without getting tangled in different tools for content, customer service, and reporting. HubSpot brings everything into one place.
This tool gives your team a single space to handle marketing, sales, customer support, and website management.
You can manage contacts, build reports, automate tasks, and even create AI-powered content without the hassle of switching between platforms.
HubSpot best features
- Provide secure website hosting with built-in CMS Hub
- Build customizable dashboards and reports for your entire team
- Manage customer chats with live chat, chatbot builder, and email tracking
- Automate lead management and marketing workflows
- Use free tools like landing page builders, meeting schedulers, and AI content creators
HubSpot limitations
- Costs can rise as you move to premium plans
- Setting up detailed reports and workflows may take some getting used to
HubSpot pricing
- Starter: $45/month per user
- Professional: $270/month per user
- Enterprise: $900/month per user
HubSpot ratings and reviews
- G2: 4.4/5 (12,700+ reviews)
- Capterra: 4.5/5 (4,400+ reviews)
What users say about HubSpot
This G2 review featured:
Learn how to use AI for customer service:
11. Richpanel (Best for ecommerce brands looking to cut support costs)
When a brand gets personalization right, customers notice. In fact, companies that excel at it are 71% more likely to see stronger loyalty. But keeping service personal is easier said than done, especially when support teams are handling high volumes every day.
Richpanel makes the job a little easier.
By blending self-service options with smart automation, it helps E-commerce brands take care of common queries while giving agents the space to connect with customers in more meaningful ways.
Richpanel best features
- Provide AI-powered customer support with automation and self-service flows
- Manage conversations across email, chat, social, SMS, and phone from one inbox
- Automate repetitive tasks with bots, assignments, and AI-driven responses
- Offer advanced reporting on conversations, team activity, and revenue impact
- Customize workflows with a no-code builder and branded help center
Richpanel limitations
- Requires time and support to set up complex self-service flows
- Enterprise features like multiple stores and brands are available only in higher plans
- Reporting options are extensive but may feel overwhelming at first
Richpanel pricing
- Pro: $69/month per user
- Pro Max: $99/month per user
- Enterprise: Custom pricing
Richpanel ratings and reviews
- G2: 4.7/5 (90+ reviews)
- Capterra: Not enough reviews
What users say about Richpanel
This G2 review shared:
📖 Also Read: Free Customer Journey Map Templates
12. Pipedrive (Best for sales teams that want to stay on top of every deal)
When your sales team is juggling dozens of leads, it’s easy for things to fall through the cracks. Pipedrive helps by keeping everything in one place.
From follow-ups to forecasts, it gives your team a clear view of every deal and what needs attention. With a simple visual pipeline and friendly AI nudges, Pipedrive makes the sales process feel manageable, even on the busiest days.
What makes it stand out is how focused it is. Pipedrive does not try to be a catch-all tool. It simply helps sales teams stay organized, automate their tasks, and close more deals without extra hassle.
Pipedrive best features
- Organize and track deals with a visual of sales pipeline stages
- Automate follow-ups and reminders for leads and tasks
- Access clear reports, forecasts, and performance insights
- Integrate with over 500 apps, including email and messaging tools
- Use add-ons like LeadBooster and Smart Docs for more flexibility
Pipedrive limitations
- Advanced reports and forecasts are only on higher-tier plans
- Phone support is available only with premium subscriptions
Pipedrive pricing
- Lite: $19/month per user
- Growth: $34/month per user
- Premium: $64/month per user
- Ultimate: $89/month per user
Pipedrive ratings and reviews
- G2: 4.3/5 (2,560+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
What users say about Pipedrive
This Capterra review highlighted:
13. Churn360 (Best for SaaS teams focused on customer retention and insights)
Churn is every SaaS company’s quiet worry. Churn360 steps in with a clear mission: help teams spot warning signs early and build stronger relationships with their customers.
The tool does this by giving success managers a full view of every account, tracking health scores, and making it easier to act before it is too late.
The platform especially stands out for its thoughtful analytics and the way it brings customer data together from different sources.
Churn360 best features
- Track customer health scores and engagement in real time
- Segment customers based on behaviors and engagement trends
- Set up custom dashboards to monitor key customer experience metrics
- Send personalized campaigns and customer surveys
- Integrate with CRMs and pull customer data into one view
Churn360 limitations
- Limited automation compared to other customer success tools
- Some users may find the interface complex at first
- Reporting features may feel basic for advanced needs
Churn360 pricing
- Custom pricing
Churn360 ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What users say about Churn360
This Capterra review noted:
Summarize this article for me pleaseOther Customer Monitoring Tools
Most customer monitoring tools excel in one area, whether it’s session tracking, product analytics, feedback collection, or customer success insights.
But when teams have to juggle between multiple apps just to get a full picture, context gets lost, follow-ups slip, and the real customer story stays fragmented.
That’s where ClickUp stands apart as the world’s first Converged AI workspace ✅.
Instead of tracking multiple parts of the customer journey across several disconnected tools aka work sprawl, ClickUp brings everything into one adaptable workspace. From logging customer feedback and tracking health scores to automating follow-ups and syncing CRM updates, ClickUp gives your team a structured yet flexible way to monitor and manage every customer interaction.
Let’s look into the details and see how you can ace your customer monitoring workflows:
Log issues and customer feedback using ClickUp Forms and Tasks
Forms and tasks go hand in hand in ClickUp.
Say your support team wants a simple way for customers to log issues. You can set up a ClickUp Form that turns every submission into a task in your support pipeline.
ClickUp Tasks makes it easy to assign ownership, track progress, and ensure nothing slips through the cracks. If a client rates their experience poorly in a feedback form, ClickUp can flag it as a follow-up task for the account manager.
Teams handling onboarding can do the same, turning each step into a trackable task, from kickoff calls to handover meetings.
This simple link between forms and tasks keeps your workflows moving and ensures every customer touchpoint is followed through.
📖 Also Read: Free Customer Satisfaction Survey Templates
Keep internal conversations clear with ClickUp Comments and ClickUp Chat
ClickUp gives you two ways to communicate in real time: task-level comments and team chat. Each serves a distinct purpose in customer monitoring workflows.
Use ClickUp Assign Comments when you want to log discussions tied to a specific customer task.
📌 Example: If a support ticket needs engineering input, the agent can comment directly on the task, tag the right developer, and document the resolution steps. Every update remains attached to the task, so if the case escalates later, anyone involved can view the full history without chasing emails.
ClickUp Chat, on the other hand, works like a shared channel for real-time conversations across the team.
Think of a scenario where the account management and support teams need a quick sync when a key account flags a concern. Rather than initiating a separate thread or message, they can engage directly in a workspace, determine the next steps, and immediately assign tasks or follow-ups.
Build customer health dashboards with ClickUp Dashboards
For customer success teams, product managers, and support leads, staying ahead of risks often comes down to having the right data in front of them—without digging through scattered reports.
ClickUp Dashboards give you a clear, customizable view of customer metrics that actually move the needle.
You can easily surface key insights like at-risk accounts, satisfaction trends, or follow-up deadlines—without needing a data analyst on call.
📌 Example: A SaaS success manager can build a dashboard that displays customer health scores below a certain threshold, live NPS feedback, and overdue onboarding tasks—all in real time. Instead of switching between tools, they get a single view that helps them intervene before issues escalate.
Keep customer alerts and tasks flowing with ClickUp Automations and AI agents
ClickUp Automations help teams respond quickly without extra admin work. Picture this: a client’s health score dips below a set threshold, tracked via a custom field.
ClickUp can automatically create a task for the account manager, notify the support lead, and even send a Slack update. You can also set reminders for renewals, follow-ups on surveys, or flag tickets that go unanswered too long.
ClickUp Brain and ClickUp Agents makes the whole process feel a little easier on your team. It helps by pulling together customer updates, suggesting what you might want to do next, and even answering quick questions about your accounts—right inside ClickUp.
💡 Pro Tip: Brain MAX is your AI-powered desktop companion that makes customer monitoring smarter and more efficient. With deep integration across your CRM, emails, support tickets, and project management tools, Brain MAX continuously tracks customer interactions, feedback, and engagement in real time. It leverages multiple leading AI models to analyze conversations, flag sentiment changes, and surface important trends—like recurring issues or high-value opportunities—so you can respond proactively.
You can use talk-to-text to quickly log customer updates, dictate follow-up actions, or ask Brain MAX for a summary of recent customer activity. It automatically organizes this information, links it to the right accounts or projects, and can even trigger automations—such as sending reminders for follow-ups or escalating urgent issues. With context-aware insights and smart notifications, Brain MAX ensures you never miss a critical customer moment, helping you deliver better service, spot risks early, and build stronger relationships.
Connect ClickUp with your CRM and support stack
Finally, through its 1000+ integrations, ClickUp becomes even more useful for your team and their existing workflows.
If your team uses Intercom, Zendesk, or HubSpot, you can sync data so customer conversations, deal updates, or support tickets flow straight into ClickUp.
📌 Example: When a ticket is raised in Zendesk, a matching task can appear in ClickUp for tracking and team collaboration. This way, teams are working with the same information.
ClickUp’s CRM Template takes this a step further by giving teams a structured, ready-to-use workspace for managing customer relationships from first contact to renewal.
The real value? It cuts out the noise. Here’s how:
- Centralize leads, contacts, and deal pipelines in one organized workspace so teams always have the full customer context
- Prioritize tasks by sales stage and customer need, ensuring no opportunity or follow-up slips through the cracks
- Link contact details, conversations, and updates directly to tasks, making collaboration across sales, support, and account teams seamless
👀 Fun Fact: Retailers like IKEA observed how shoppers navigated store layouts, realizing that long, winding paths increased product exposure—an offline example of customer journey monitoring that shaped store design worldwide.
Summarize this article for me pleaseAdditional Helpful Tools
Here are three additional customer monitoring tools that help with behavioral tracking and customer success:
- Amplitude: Helps teams understand user behavior, retention, and conversion with advanced cohort analysis
- Freshdesk: Offers ticketing, omnichannel support, and AI-powered automation, perfect for simplified support workflows
- Heap: Automatically captures all user interactions on your website or app without manual event tagging
Summarize this article for me pleaseTurn Customer Touchpoints into ClickUp Checkpoints
Great service is more about noticing problems before they arise than fixing them.
That’s what customer monitoring tools help you do. They give you the ability to see patterns, spot early signs of churn, and genuinely understand what your customers need from you.
With the right tools, you’re connecting. Here’s where ClickUp quietly distinguishes itself.🌟
ClickUp is a flexible space where customer-facing teams can monitor feedback, track issues, automate follow-ups, and work together without losing sight of the bigger picture.
If you’re ready to bring your customer monitoring and tracking under one roof, sign up on ClickUp now!
Summarize this article for me pleaseFrequently Asked Questions
Which software is best for customer management?
Some of the best customer management software options include Salesforce, HubSpot CRM, Zoho CRM, Monday Sales CRM, Insightly, and Bitrix24. These platforms offer a range of features such as sales pipeline management, client communication, workflow automation, and integrations. The right choice depends on your business size and specific needs. For example, Salesforce is known for its robust features and integrations, while HubSpot CRM and Zoho CRM are popular for their user-friendly interfaces and free plans.
What is the difference between a CSM and CRM?
CRM (Customer Relationship Management) focuses on managing a company’s interactions with current and potential customers, including sales, marketing, and support. CSM (Customer Success Management), on the other hand, is about ensuring customers achieve their desired outcomes with your product or service. While CRM is about organizing and tracking relationships and data, CSM is proactive, focusing on onboarding, training, and maximizing customer value and retention.
What is the best app to keep track of clients?
Top apps for tracking clients include ClickUp, HubSpot CRM, Zoho CRM, and Pipedrive. HubSpot CRM offers a centralized platform for managing contacts, deals, and tasks, with features like email tracking and meeting scheduling. Zoho CRM provides sales automation and multichannel communication, while Pipedrive is known for its visual sales pipeline management. ClickUp brings all your tools into one centralized workspace so everything stays together.
Is there a free CRM?
Yes, there are several free CRM options available. ClickUp offers a forever free plan with AI features. HubSpot CRM offers a robust free version with contact management, email tracking, and live chat. Zoho CRM provides a free plan for up to three users, including lead and deal management. Bitrix24 also offers a free plan with CRM, task management, and communication tools, though it may have a steeper learning curve.
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