Featured

AI Voice Agents - The Complete Guide to Voice Chat (2025)

Nov 23, 2025
7 mins

Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.

Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.

AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.

In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.

What is an AI voice agent?

An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.

Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.

Types of AI voice agents

Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:

Rule-based AI voice agent

Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.

For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.

AI-assisted voice agent

AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.

Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.

Conversational AI voice agent

Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

Source

Google Duplex, and IBM Watson Assistant, are examples of conversational voice agents. They can make phone calls, make reservations, and handle natural conversations with a human-like tone.

Voice-activated voice agent

These bots use voice commands to answer practical questions and perform routine tasks. They are more flexible than personal voice agents that adapt to speakers and perform customized tasks.

Such bots serve as digital assistants to AI-assisted bots like Siri.

How does an AI voice agent improve customer engagement?

A customer calling your sales team wants to feel valued and understood. An AI voice agent does that. It puts the customer at the center, creating a better experience and driving business benefits as a result. Let’s understand it with a few use cases. 

Use case: Get a quick update on order status, 24/7

Source

Assuming the AI voice agent is integrated into your CRM, it greets the customer by name. Instead of navigating through a branched IVR to get their order status, the customer can simply say ‘order status’ and the voice bot pulls out the order details from the CRM and gives the user a real-time update within seconds.

Sheraz Ali, the Founder of HARO Links Builder states that their voice agent managed over 30% of customer interactions in one of their company projects and drastically reduced wait times.

“It also improved our response efficiency and led to a 20% increase in customer satisfaction scores and a reduction in operational costs within three months.” 

Benefits:

  • Decreased waiting time.
  • Limited IVR menu navigation.
  • No human intervention is required.
  • Quick response times.
  • Reduced business costs.
  • Tangible increase in customer satisfaction.

Use case: Improve language learning for students 

Source

A language learning platform uses a voice agent to provide real-time translations and personalized tutoring. So the voice agent instantly supports students in any subject by translating and clarifying complex terms in their preferred language.

Benefits:

  • Reduced requirement for multilingual staff.
  • Increases inclusivity as the bot answers in the user’s preferred language.
  • Language barriers are removed.

Use case: Improve patient outcomes in healthcare

Source

It's easy to miss appointments or forget to deliver prescriptions to the patient’s home timely. A healthcare service can employ a voice agent to deliver personalized care and offer preliminary health assessments, medication reminders, and easy appointment scheduling, all according to the individual patient's needs.

Benefits

  • Saves time by streamlining appointment bookings.
  • Ensures medication adherence with timely reminders.
  • Reduces workload for healthcare providers with automated support.

Use case: Streamline routine financial services 

Source

Once integrated with the banking system, the voice agent automates routine financial tasks, provides instant account information, processes transactions, and delivers personalized financial advice around the clock.

Benefits:

  • 24/7 access to financial services without wait times.
  • Improves customer experience with quick, accurate responses.
  • Automates routine tasks, freeing up staff for complex queries.
  • Provides personalized advice to improve financial decision-making.

Use case: Get personal shopping assistance  

Source

An e-commerce platform can use a voice agent to assist customers with product selection, provide personalized recommendations, and automate the sales process from start to finish.

Benefits:

  • Delivers a personalized shopping experience 24/7.
  • Boosts sales with customized recommendations.
  • Reduces cart abandonment by guiding customers to checkout.
  • Improves customer satisfaction with fast, accurate service.

Features of an AI voice agent

To understand why voice agents are so effective, let’s look at the key features that improve the overall customer service experience while streamlining business operations.

The best voice agents for businesses come equipped with:

Natural language understanding (NLU)

An AI voice agent understands user queries by converting speech into text using AI and NLP. It then forms an appropriate response and converts it back into speech using text-to-speech (TTS) technology. This ability to understand and respond in natural, conversational language sets AI voice agents apart from traditional IVR systems, which rely on rigid, menu-based responses.

Source

Personalization capabilities

Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.

Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.

Multi-language support

AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.

For instance, Plivo supports speech recognition in 27 languages and their regional variants. 

{{cta-style-1}}

Integration with other platforms and services

AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.

These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.

Benefits of voice agents

Let’s now look at the benefits of AI voice agents.  

Enhanced user experience

Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.

Additionally, businesses can:

  • Handle routine queries and common tasks faster than human agents.
  • Remove the need for users to navigate complex IVR menus.
  • Manage high-volume calls without errors.

Better cost efficiency

An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.

The direct benefits to businesses are:

  • Reduces the need for a larger customer support team.
  • Allows human agents to focus on complex, high-value inquiries.
  • Engages users outside business hours to boost marketing return on investment (ROI).
  • Lowers training costs and minimizes the risk of providing incorrect information.

Accessibility for users with disabilities

With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.

Data collection and analysis for improved services

Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.

24/7 availability

Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.

Future of AI voice technology

As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.

AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.

AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.

Key upcoming trends:

  • Hyper-personalization: Customized voices and targeted recommendations.
  • Advanced problem-solving: Managing complex queries using natural language.
  • Real-time analytics: Analyzing customer tone for deeper insights.

Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”

Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.

Launch an AI voice agent with Plivo

Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.

Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.

In fact, Plivo can reduce operational costs by up to 40%.

Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.

You can launch voice agents with Plivo using just a few lines of code.

  • Log in to your OpenAI Account: Secure your API key and RealTime API access.
  • Log in to your Plivo Account: Sign up and get a voice-enabled number.

With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.

Use Plivo-powered voice agents for: 

  • Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales. 
  • Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
  • Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
  • Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.

With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Apr 23, 2026
5 mins

Top 8 AI voice agents for sales in 2026

Compare the leading AI voice agents for sales, and see how Plivo can automate conversations, qualify leads, and scale customer engagement.

In today’s world where instant gratification has become the norm, most B2B buyers still prefer phone conversations for complex sales discussions, a majority of them expecting immediate responses. In such a scenario, enterprise sales teams face a dilemma: phone calls drive conversions, but hiring enough reps to cover qualification calls, follow-ups, and after-hours requests quickly becomes unsustainable.

AI voice agents solve this by automating high-volume tasks while maintaining the personalized touch buyers expect. They offer 24/7 lead qualification, instant responses, and unlimited scalability without expanding headcount.

This guide evaluates 8 leading AI voice platforms for sales teams based on several key factors, helping you identify the right solution for your sales operation.

Why businesses need AI voice agents for sales

Apart from taking calls, AI voice agents make your organization more than efficient because they scale your organic conversation without getting tired. Here are a few use cases for AI voice agents in sales that not only streamline your sales process but also identify emerging trends in customer behaviour and accordingly nurture relationships with potential leads.

Automation of Repetitive Task

Taking calls round-the-clock while maintaining all data simultaneously can eventually become intimidating for sales teams. AI voice agents can automate such tasks, allowing reps to redirect their energy toward higher-level opportunities.

Delivering Tailored Interactions

AI voice agents can be very versatile while answering customers, giving responses tailored to their needs and preferences. It’s a given that personalization plays an essential role in customer retention.

Predicting Customer Behaviour

AI agents aggregate customer data from multiple touchpoints. Sales teams can then use these insights to anticipate customers’ needs and proactively engage them with highly relevant product recommendations or targeted offers.

Cost Reduction

Voice agents can significantly reduce your operational costs by handling a high volume of queries without requiring additional human resources.

Scalability

AI voice agents can effortlessly manage growing volumes of customer interactions, making them perfect for businesses aiming to expand while maintaining high service standards.

Quick Overview of the top AI Voice Agents for Sales

Tool Best For Core Capabilities & Differentiators Pricing
Plivo Enterprise sales teams requiring carrier-grade reliability at scale Multi-channel automation (voice, SMS, WhatsApp) with owned telecom infrastructure. Eliminates third-party dependencies for 99.99% uptime and <100ms latency. Built for high-volume operations without quality degradation. Pay-as-you-go; Enterprise from ~$1,000/month
Larz.ai Teams needing quick pilot deployments Pre-configured templates accelerate setup but limit customization for complex sales workflows. Subscription-based plans
Poly AI Support-focused use cases requiring natural conversations Optimized for customer service interactions with advanced speech recognition; less suited for sales-specific objection handling and lead qualification logic. Enterprise custom pricing
Vapi AI Developer teams building custom voice solutions API-first platform for real-time call orchestration; requires technical resources to configure and maintain sales-specific workflows. Pay-as-you-go model
Cognigy Contact centers consolidating AI across channels Enterprise-grade omnichannel orchestration with deep CRM integrations; built for support operations rather than sales velocity. License-based pricing
Lindy Small teams automating simple appointment setting Task-based automation with low technical barriers; lacks sophistication for multi-touch sales sequences and enterprise integrations. Tiered subscription pricing
Bland AI Developers requiring granular call flow control Flexible programmable logic for inbound/outbound automation; steeper learning curve and ongoing maintenance overhead. Usage-based pricing
Synthflow Non-technical users testing voice automation concepts Drag-and-drop builder simplifies creation but constrains scalability and advanced sales use cases (complex routing, CRM sync, analytics). Subscription SaaS pricing

8 Best AI Voice Tools For Sales

1. Plivo

Best For: Businesses looking for reliable automation for key customer moments during sales calls, prioritizing performance, uptime, and global connectivity.

Plivo is a voice-first, AI-native communications platform built for organizations that want to operationalize AI agents in real customer environments, not just pilot projects. Unlike fragmented solutions that require stitching together telephony vendors, orchestration layers, and messaging APIs, Plivo delivers a single-stack environment that unifies voice, SMS, WhatsApp, chat, and email into one production-ready platform. For enterprises evaluating platforms at the decision stage, the differentiator is not just intelligence; it’s whether conversations feel real at scale

In AI voice automation, especially for sales, timing matters as much as reasoning quality. Most AI pipelines rely on ASR → LLM → TTS conversion, where each step introduces latency. Once response delays exceed ~400 ms (the ITU-T G.114 threshold), conversations become mechanical, and users disengage.

Plivo addresses this with live audio streaming over WebSockets, enabling AI agents to listen and respond in near real time while it manages the telephony infrastructure. This architecture allows organizations to plug in their LLM models without reworking the calling layer, future-proofing AI investments as models evolve.

One of the major advantages of using Plivo is its support for the entire lifecycle of customer engagement, with 24/7 automated, natural-sounding interactions. The platform offers extensive global reach across 190+ countries, enabling businesses to scale sales without increasing headcount.

What makes using Plivo interesting is its ability to handle all your customer requests without you being involved at the front desk. Its natural language builder (Vibe) enables teams to set up integrations and get them test-ready in minutes. Plivo's single-stack approach significantly reduces latency and improves reliability, delivering 99.99% uptime and compliance with standards such as HIPAA, GDPR, and PCI DSS.

Key Capabilities

  • Build agents in minutes: Teams can quickly build AI voice agents with Vibe, with no coding required.
  • Effortlessly troubleshoot voice agents: The platform enables you to self-troubleshoot common tech queries using its knowledge base, and only routes complex cases to humans.
  • Quick customization: You can edit workflows, add rules, and personalize responses as needed.
  • Pre-built templates: Plivo allows you to kickstart faster with customizable templates for support, sales, bookings, and more.
  • Omnichannel engagements: Your sales team can take action at the right moment across every channel.
  • Personalized AI agents: The platform makes it extremely easy to train agents on your knowledge base, FAQs, and brand guidelines so they respond like your team.
  • Real-time analytics and observations: You can monitor performance, simulate conversations, and refine agent behaviour in real-time

Pros

  • Built-in telephony: Native phone numbers, global connectivity, and SIP trunking without dependence on external carriers.
  • Reduced latency: Owning the telephony infrastructure eliminates the need to hop to third-party carriers, ensuring faster response times.
  • Seamless scalability: Start with a small no-code workflow and scale to a fully programmable production system without rebuilding.

Pricing

Plivo offers pay-as-you-go pricing on our Professional plan with no monthly commitment, while Enterprise plans start at $1,000 per month for teams that need higher scale and dedicated support.

2. Lazr.AI

Best For: Teams looking for turnkey solutions with minimal setup.

Lazr’s pre-built voice platform offers robust and flexible deployment options. Instead of building voice workflows from scratch, the tool offers 40+ pre-configured agents designed for specific inside sales functions. Teams can deploy specialized agents for lead list building or call recording analysis within minutes. The platform’s dual deployment model makes it suitable for security-conscious enterprises.

While the pre-built agents are powerful, customization beyond their designed parameters may require technical expertise. The platform focuses more on agent deployment than complete workflow automation.

Key Capabilities

  • Get 40+ pre-built sales agents for ICP generation, AI dialling, and call analysis.
  • Offers voice agent builder with natural language commands
  • Comes with dual deployment options (SaaS or on-premise)
  • Offers enterprise-ready integrations with 250+ LLMs

Pros

  • Quickly build AI agents using a low-code/no-code interface.
  • Get enterprise-grade security with on-premise and private cloud deployment options.
  • Focuses on providing necessary guardrails and infrastructure.

Cons

  • Lacks advanced customization options for complex AI implementations
  • Fewer community-driven resources compared to more established platforms.

Pricing

Custom pricing based on deployment model (Cloud vs On-Premise) and agent usage.

3. PolyAI

Best For: Businesses looking to scale, multilingual voice AI solutions for customer service.

As one of the top conversational platforms, PolyAI specializes in creating lifelike voice assistants for enterprise customer service. Unlike other AI voice tools, PolyAI started with text; it specializes in voice. The tool mainly focuses on handling, understanding, and resolving issues in phone calls, including managing interruptions, accents, and emotional language.

While PolyAI utilizes its own speech recognition engine, it enables sales teams with high-quality, conversational, context-aware, and on-brand dialogue. The platform offers 45+ languages, enabling teams to integrate into their existing systems.

Key Capabilities

  • Conversational AI agents quickly handle complex customer enquiries.
  • Supports more than 45+ languages with natural voice and tone.
  • Easy plugin options with existing CRMs and telephony systems.
  • Provides omnichannel support, including voice, chat, and SMS.

Pros

  • Reduce wait time and provide 24/7 support.
  • Handles sudden spikes in call volume effortlessly.
  • Resolves 87%+ of customer service calls end-to-end.

Cons

  • A real-time dashboard needs either sentiment analysis or granular call-path tracking.
  • Pricing is not publicly disclosed, so direct sales consultation is required.

Pricing

For some configurations, pricing ranges from $0.09 to $0.15 per minute; however, contracts start at $150,000+ per year.

4. Vapi AI

Best For: Businesses that need customization and integration with existing systems to handle high volumes of concurrent calls.​

Vapi is a developer-focused AI platform that enables businesses to create highly customizable voice agents. Apart from handling both inbound and outbound calls, Vapi enables near real-time voice interactions—responding in 550 to 800 milliseconds.

Designed as an API-first platform for building AI phone agents, it is a popular choice among teams that need fully programmable, flexible AI phone agents for sales. But using Vapi does require technical knowledge; it is best for organizations with in-house development teams.

Key Capabilities

  • Real-time orchestration for low latency (sub-600ms)
  • Flexible integration with STT, TTS, and LLMs
  • Create squads of specialized bots for complex workflows.
  • Support telephony and web integrations

Pros

  • Allows you to tailor every component of the voice experience.
  • Offers real-time processing for fast and natural conversation
  • Scales to handle a high volume of calls

Cons

  • Requires significant technical expertise; not a low-code solution.
  • Building and maintaining reliable, high-performing bots is time-consuming.

Pricing

Vapi follows a pay-as-you-go model, starting at $0.05 per minute.

5. ​Cognigy

Best For: Sales teams who need deep conversation analytics, automated QA, and AI-powered coaching to improve existing performance.

As an enterprise-grade Conversational AI platform, Cognigy is designed to automate and enhance customer service experiences across voice and chat channels. The platform uses Large Language Models (LLMs) and Generative AI to create agents that understand context and memory, and make real-time decisions.

As a specialised tool that bridges the telephony system with the voice gateway, Cognigy's low-code flow editor is perfect for designing complex, multi-channel conversations. The tool is best suited for medium to large enterprises seeking to implement advanced AI-driven customer service solutions across multiple channels.

Key Capabilities

  • Allows companies to maintain high compliance while utilising AI.
  • Offers enterprise-grade security with GDPR compliance.
  • Offers 100+ integrations with existing CRMs and CCaaS systems.
  • Specially designed for high-volume enterprise environments.
  • Allows AI agents to ingest internal data, reducing the need for manual FAQ.

Pros

  • Offers top-tier conversational AI and generative AI capabilities
  • Low-code/no-code option for quick flow creation
  • Seamless integration with CRM, ERP, and backend systems
  • Offers omni-channel services, including chat, SMS, and calls.

Cons

  • Implementation takes 2-4 weeks.
  • Building complex custom extensions can be difficult for non-technical users.
  • Requires significant cash, making it unsuitable for small businesses.

Pricing

Cognigy starts at around $2,500/month for lower usage, but for full deployments it often starts at $300,000.

6. Lindy

Best For: Businesses of all sizes seeking to automate routine tasks.

As a versatile voice AI agent, Lindy primarily automates a wide range of business tasks, including scheduling meetings and drafting emails, managing CRM updates, and conducting phone calls. With its no-code tool builder, Lindy has become popular in building custom AI agents tailored to the specific workflow needs. Lindy is primarily built as an internal workflow automation tool for business process automation and task orchestration. However, it does require additional support for real-time customer interaction.

Key Capabilities

  • The tool can quickly scan prospects based on predefined criteria and populate your CRM.
  • It drafts personalized messages to research prospects and provide richer insight.
  • It acts as an inbound sales agent, responding to inquiries and answering FAQs.
  • It automatically assigns qualified leads to the appropriate sales rep and notifies them.

Pros

  • Capable of handling end-to-end sales tasks.
  • Extensive integration for automatic data logging.
  • Offers a high volume of sales tasks easily.
  • Allows non-technical sales staff to build complex queries using natural language.

Cons

  • It is not optimized for high-volume, real-time voice conversations.
  • Its learning curve requires time to master complex flows.
  • Uses a credit-based system where complex tasks can consume credits rapidly.

Pricing

Lindy offers only 400 credits monthly with access to Agent Builder, Lindy Build, and a 1M character knowledge base. However, the pro plan starts at $30–$50/month, depending on the usage.

7. Bland AI

Best For: Primarily designed for enterprise and technical teams that need to automate high-volume phone calls.

Bland AI is an enterprise-grade AI voice tool that supports inbound calls. Although the tool claims its agents sound like humans, it unapologetically supports technical teams. Teams can design pathways to keep conversations on script and aligned with defined objectives.

Businesses can use the drag-and-drop builder and run prompts in real time. This makes it ideal for teams that want to deploy a sales tool quickly without a developer. Even teams can clone voices from short audio samples and run thousands of calls concurrently using dedicated infrastructure.

Key Capabilities

  • Agents can quickly handle thousands of concurrent calls for cold calling and qualifying leads.
  • It makes sure that inbound sales inquiries are answered instantly, even after hours.
  • The platform connects with platforms like HubSpot and Salesforce, triggering calls based on CRM events.
  • It offers real-time interactions, book appointments, and send follow-up SMS.
  • It offers 24/7 coverage, instantly engaging inbound leads, and improving conversion rates.

Pros

  • Highly capable of managing large batches of inbound and outbound calls.
  • Teams can effortlessly customize tone and voice for a more dynamic conversation.
  • Quick, ~800ms latency allows for natural conversation flow.
  • Supports custom LLMs, voice cloning, and deep CRM integration.

Cons

  • Requires an engineer or developer to set up and maintain the tool.
  • Costs can spike with failed calls or high-volume calls.
  • Offers limited support to businesses.
  • Sometimes, there are hidden costs apart from base rates.

Pricing

Bland AI follows a usage-based pricing model; however, it starts at $0.09 per connected minute for actual call time and interactions.

8. Synthflow

Best For: Small to medium-sized businesses looking to automate customer interactions.

Synthflow AI is a no-code conversational voice AI platform designed to automate inbound and outbound sales. It enables businesses to build and deploy AI-powered voice assistants for automating phone calls.

The tool acts as an automated sales rep, initiating calls, nurturing leads, and answering questions in real-time. Synthflow integrates with 9,000+ apps via Zapier and natively with major CRMs, ensuring call data, summaries, and recordings are automatically logged.

Key Capabilities

  • Handles unlimited, parallel calls, ensuring no missed opportunities.
  • With 24/7 response times, it significantly improves lead qualification speed.
  • Uses advanced voice synthesis for natural, human-like conversations.
  • Agents can schedule, reschedule, or cancel meetings directly.

Pros

  • Effortlessly create voice agents without developer resources.
  • Seamless integration with HubSpot, GoHighLevel, and other CRMs.
  • Offers faster setup for immediate sales use cases.
  • Offers white-labelling to resell AI agents.

Cons

  • Challenges in latency and response time.
  • Offers limited customization with the tool.
  • Occasional support for lower tier users.

Pricing

Synthflow uses a tiered subscription model, often including pre-paid minutes, with costs decreasing as you scale.

Try Plivo For Free

In 2026, buyers are looking for immediate response, personalized engagement, and seamless conversation- something sales teams are struggling with today. Partnering with an AI voice agent platform like Plivo helps bridge this gap by automating first-touch interactions, qualifying leads faster, and ensuring no opportunity is missed due to delays or resource constraints.

You can automate conversations across channels such as voice calls, SMS, WhatsApp, and web chat from a single dashboard without switching platforms. Using its no-code builder, teams can design, test, and optimize AI-driven workflows while maintaining brand behaviour and business logic.

Starting with a free trial gives you the flexibility to validate performance, reliability, and fit before deciding how extensively you want to adopt the AI voice tool across your business.

Start your free trial and build your first AI voice agent experience today.

FAQs

What is an AI Voice Agent for sales?

AI voice agents for sales are autonomous systems that streamline sales processes throughout the customer journey. Unlike traditional chatbots, these intelligent agents plan, reason, and act independently, often coordinating with other agents or systems to complete complex workflows.

How do AI voice agents work for sales?

AI voice agents work by capturing speech, converting it to text, and then using Natural Language Processing (NLP) to understand the user's intent. The system then uses a dialogue manager to decide on the appropriate action or response, which is generated and converted back into natural-sounding speech for delivery to the user.

Can AI voice agents replace human agents in a sales team?

AI voice agents can’t fully replace human agents, as in most cases, they serve as the first point of contact. These agents are best suited for FAQs, scheduling, and basic troubleshooting, and routing complex tasks to human agents.

Does your team need a no-code or a developer-first platform?

If you have a team with little to no technical knowledge, then scaling with a no-code platform is easier. However, with a team that has engineers by your side and needs deep customization, a developer-first platform gives you more flexibility.

How important are voice quality and response speed for your sales team?

Natural speech and tone matter more because they significantly shape callers' experience. If the AI sounds robotic or pauses too long, it can reduce trust and engagement, especially in customer-facing roles like sales.


Mar 24, 2026
5 mins

Best Platforms to Build AI Voice Assistants in 2026

Learn about the best AI voice assistant platforms for 2026 for developing robust AI voice assistants. Compare Plivo, Vapi, Retell AI, and other platforms, including their features, advantages, and specifications.

In today’s business landscape, AI voice assistants are already a key part of customer experience. They can cut call wait times dramatically and handle routine questions quickly. Yet many businesses still rely on manual phone support or siloed chatbots. Customers often switch channels but expect a single, seamless conversation. For example, a user might start on a website chat, later call support, and then get a follow-up SMS, but they see it as one conversation. If those systems aren’t connected, the context is lost and support slows down.

The solution is to use a modern AI voice platform that unifies channels and understands conversation context. These platforms use advanced speech recognition and natural language understanding so they can interpret what callers say. They then drive real-time actions like retrieving customer data or scheduling follow-ups. The following sections list some of the top AI voice assistant platforms today, each excelling in different ways, so you can pick one that fits your needs.

Key Things to Look for in an AI Voice Assistant Platform

  • Real-Time Conversational Understanding - You need more than speech-to-text and canned replies. Look for strong natural language understanding (NLU) that can track context across the whole call, handle back-and-forth questions, and adapt answers based on what has already been said.
  • Omnichannel Integration - Your customers do not stick to one channel. They may start on a phone call, continue on WhatsApp, reply to an email, and later open a web chat. The best platforms keep one shared conversation across voice, SMS, WhatsApp, chat, and email, so the context is never lost when a customer switches channels.
  • CRM & App Integrations - A smart assistant is only as helpful as the systems it can talk to. It should connect to your CRM, helpdesk, booking tools, payment systems, and internal APIs. This lets the assistant actually do things like fetch orders, update tickets, schedule appointments, qualify leads, and trigger workflows instead of just “answering questions.”
  • Context Awareness & Memory - A good assistant remembers what was said five minutes ago, but a great one remembers what happened in previous calls too, when it is safe and allowed. Look for session memory, access to customer history, and clean human handoff where the whole transcript and context flow to a live agent so the customer never has to repeat themselves.
  • Latency and Reliability - Voice calls feel “off” when the response is even a little late. Anything slower than a few hundred milliseconds starts to break the natural flow of speech. Choose platforms that are built on reliable telephony infrastructure, offer strong SLAs, and aim for end-to-end latency under about 300 milliseconds so conversations feel natural and human.

The Best Platforms for Building AI Voice Assistants in 2026

Plivo

Plivo is a full-stack, AI-first communications platform that combines carrier-grade telephony with modern AI agents across voice, SMS, WhatsApp, chat, and email on a single, unified layer. It is built for teams that want reliability and intelligence in the same place.

Instead of treating the AI voice assistant as a bolt-on, Plivo treats it as part of your entire customer communication fabric. Your agents, your AI, and your channels all sit on top of the same global infrastructure and data layer.

Key Features and Capabilities:

  • True omnichannel orchestration - Plivo lets you serve customers on voice, SMS, WhatsApp, web chat, and in-app chat from one platform, with a single view of each conversation. Context travels with the customer across channels, so they do not have to repeat details when they move from a phone call to a message thread.
  • AI voice agents with ultra-low latency - Plivo’s AI voice agents are designed for real-time conversation, with very low response times so calls feel natural and uninterrupted. Its global points of presence keep audio paths short, which reduces lag and keeps interactions smooth.
  • Choice of AI stack (LLM, STT, TTS) - You can plug in leading speech-to-text, language models, and text-to-speech providers like Deepgram, OpenAI, and ElevenLabs. This makes it easy to tune your assistant for your use case, whether you care most about accuracy, style, or cost.
  • No-code and API-first together - Non-technical teams get visual, drag-and-drop journey builders and no-code tools to launch AI agents without writing code. Developers get clean APIs and webhooks to embed Plivo into complex backends and custom workflows.
  • Deep CRM and app integrations - Plivo connects to popular CRMs, helpdesks, and commerce tools such as Salesforce, HubSpot, Zendesk, Shopify, and many other API-based systems. This allows AI agents to read and update customer records, orders, tickets, and more in real time.
  • Reliability, scale, and security - Plivo runs on a proven global carrier network with 99.99% uptime and fast failover, keeping your lines available even during spikes and outages. It offers enterprise-grade security and compliance controls, including strong encryption and support for strict regulatory environments like finance and healthcare.
  • Analytics, QA, and coaching - You can monitor live metrics, analyze historical calls, and track performance across agents (human or AI) to keep improving service. Features like call summaries, notes, and real-time coaching help teams learn from every interaction.

Why Plivo Is the Best Choice in This Category:

  • One platform for both voice AI and omnichannel CX - Most tools in this space either are great telephony pipes or they are great AI agents. Plivo is built to do both. It works as your backbone for voice and messaging while also giving you AI agents that can answer, act, and escalate across all your key channels. This means you do not have to wire together separate providers for telephony, AI, and omnichannel support, which lowers complexity and integration risk.
  • Works for small teams and large enterprises alike - Smaller teams can launch quickly using no-code builders, templates, and self-serve setup. As they grow, they can layer in custom integrations, advanced routing, and strict controls like role-based access, data residency, and detailed audit logs that larger organizations expect. This makes Plivo a platform you can start with early and keep as you scale, instead of outgrowing it in a year or two.
  • Strong ROI and cost control - Plivo’s AI voice agents and global infrastructure are designed to reduce operational costs by handling routine calls at scale while keeping call quality high. Its pricing and efficiency can cut voice automation costs by up to about 40% compared with many legacy setups, especially when you factor in fewer missed calls and shorter handle times. Because it connects directly to your CRMs, ERPs, and internal APIs, every minute on the line can do real work.
  • Flexible use cases across industries - Plivo powers use cases like:
    • 24/7 customer support agents that answer FAQs, reset passwords, and check order status.
    • After-hours and overflow handling for busy contact centers.
    • Appointment scheduling and reminders for healthcare, salons, and clinics.
    • Lead qualification and follow-up for sales teams.
    • Proactive notifications, alerts, and renewals for finance, logistics, and subscription businesses.

Because the same platform supports voice, SMS, WhatsApp, and chat, you can keep expanding your use cases without switching tools.

Best for: Teams that want an enterprise-grade, omnichannel foundation and AI voice agents in the same place, especially those who care about reliability, deep integrations, and long-term scalability.

Vapi

Vapi is the go-to choice for teams led by engineers because it behaves like a finely tuned playground for them to work with. Vapi is fast, modular, and programmable at its core. Instead of using a restrictive workflow builder, Vapi offers highly flexible APIs to integrate your preferred speech-to-text (STT) engine, large language model (LLM) engine, and text-to-speech (TTS) engine, allowing you to optimize every component of your voice stack.

It gets its name from providing extremely fast responses and real-time speech, which is perfect for the smart decisions that go into your conversations. Vapi also offers good call routing and analytics with webhooks that are used for call flows.

USP:

  • Sub-200-millisecond Latency: By utilizing the capabilities of edge computing, the platform provides ultra-low latency support for seamless conversational experiences.
  • Modular Voice Processing Pipeline: Organizations can choose their desired service providers for voice processing capabilities such as speech-to-text, language models, and text-to-speech, among others.
  • Webhook-Driven Routing: The use of real-time webhooks allows the organization to specify the decision logic used in the call flow.

Best for: Vapi is best suited for organizations that are heavy on developers and require detailed customization and control so that they can create highly personalized voice interactions.

Retell AI

Retell AI is heavily invested in the areas of conversational accuracy, call quality, and analytics. As such, Retell AI is well-suited for large organizations and call centers that monitor and analyze each and every call they make and receive. It is developed to function under large workloads and large numbers of concurrent requests while remaining clear and responsive.

Another important feature of Retell AI is the focus on learning from live call data and adapting to real-world user behavior. Its adaptive voice models are built to improve over time according to how users speak and what they say. For organizations that handle thousands of calls per day, Retell AI becomes an optimization engine for voice interactions.

USP:

  • Adaptive Voice Models: Retell AI’s voice models are continuously improved and adapted according to enterprise call traffic to increase intent recognition and overall accuracy.
  • Production-Scale Analytics: Retell AI offers in-depth analytics of call success and failure points, agent performance, and overall compliance via detailed analytics and reports.
  • Seamless Human Handoff: Should the need arise, Retell AI seamlessly transfers calls to human operators while maintaining call context and transcript so that customers are not asked to repeat themselves.

Best for: Large organizations and call centers that value analytics and optimization over time just as much as they value real-time call automation and bot interactions.

Synthflow

Synthflow is designed with teams in mind that want to use voice AI without having to do all that engineering work. The visual interface is designed to allow non-technical users such as operations managers, CX managers, or small business owners to create phone agents and flow in just a few hours instead of months. There is no need to wire everything together manually since Synthflow does this internally.

This allows users to create a no-code space that makes AI phone agents that they can test and deploy within just a few minutes. Synthflow is especially good for small teams that want to own their conversations without having to completely rely on developers.

USP:

  • Visual No-Code Builder: Synthflow has a visual interface that enables users to create branching conversations without having to write any code.
  • Instant Deployment: Synthflow enables users to create AI phone agents that they can deploy to live phone numbers with ease.
  • Template Marketplace: Synthflow has pre-built templates that users can use to create flows such as appointment scheduling, order status checks, lead capture, among others.

Best for: Synthflow is particularly good for small businesses that want to have control over their voice conversations without having to do any heavy-lifting.

Cognigy

Cognigy describes its role as a full-scale solution for conversational automation, especially within an enterprise setting, which is particularly applicable to organizations with complex contact centers that offer voice and chat capabilities. The platform is not limited to a specific modality, as it aims to offer a unified layer of automation for artificial intelligence, encompassing telephone, messaging, and agent tools, along with analytics, quality, and human-AI collaboration.

One of the standout features of Cognigy is its support for multilingual automation, particularly in terms of serving global brands with operations in many regions and dealing with diverse customer bases with different accents and dialects. Its agent assist or “co-pilot” features also enable the use of AI alongside human agents, where the AI can provide suggestions and access conversation history in real-time, which can have a huge impact on improving the quality of customer service.

USP:

  • Multilingual NLU
  • Enterprise Analytics Dashboard
  • Hybrid Collaboration

Best For: Large-scale businesses with operations in many regions, particularly those with contact centers that need a unified conversational automation solution with support for voice, chat, and agent assist in many languages.

ElevenLabs

ElevenLabs set out with the lofty goal of providing the most realistic text-to-speech available, and from there, they have continued to grow their capabilities in voice conversation. While they have many great features, ElevenLabs is particularly good in the area of voice quality, with expressive, emotionally driven, and highly customizable voices that can have the tone of the brand, character, or emotion desired, which is particularly useful in media, gaming, and education spaces.

For teams working on assistants that need to have a distinctly “on brand” tone, rather than sounding generic, the advanced voice cloning and multi-lingual capabilities of ElevenLabs are particularly compelling, as they allow brands to create their own unique tone while also minimizing latency.

USP:

  • Hyper-Realistic Voice Cloning: The platform allows users to create custom voices with the ability to control the tonal characteristics, speaking rate, and emotional expressions of the cloned voice.
  • Multilingual Voice Generation: The platform allows the creation of voice in various languages with naturalistic pronunciation.
  • Low-Latency Streaming Text-to-Speech (TTS): The platform provides high-quality, real-time text-to-speech capabilities for the development of conversational agents.

Best for: Brands and content creators that take their assistants’ voice very seriously and want to offer the best voice quality for their users.

Bland AI

Bland AI is an API-centric and telephony-centric solution that provides a high level of control for programmers and developers. Rather than providing a heavy user interface that abstracts away the complexity of telephony and voice integration, it provides building blocks for programmers to implement telephony and voice integration.

The transparent nature of Bland AI also extends to pricing and customization models. This is particularly appealing to programmers and developers who do not like opaque pricing models and bundled solutions. Bland AI is best for situations that require voice integration to be extremely tight and deep within existing phone infrastructure.

USP:

  • Telephony-Level Control: The platform provides programmatic access to the SIP and call flow, allowing the integration of the platform with the existing telephony infrastructure of the organization.
  • Transparent Pay-Per-Use Pricing: The platform allows the organization to easily calculate the costs of the solution without the burden of high platform costs.
  • Custom Voice Models: The platform allows the fine-tuning of the models based on the conversational data of the organization, allowing the agent to conform to the language and policies of the organization.

Best For: Infrastructure-centric teams with high volumes of telecommunications looking to deploy programmable AI over their existing telephone infrastructure.

Thoughtly

Thoughtly is centered on the concept of understanding what is happening on a call, rather than just handling it. Thoughtly's strength is in its speech analysis, sentiment analysis, and pattern recognition on high volumes of conversations, which is most valuable to operations teams, QA teams, customer success teams, etc., who want to understand trends they cannot understand through other means.

Instead of just handling calls, Thoughtly allows teams to understand how calls are going, how they are feeling, and what opportunities or risks exist within them. For teams who are already utilizing voice AI or human call center solutions, Thoughtly can now be used to further optimize these solutions.

USP:

  • Real-Time Sentiment Analysis: Emotional tonality and customer satisfaction during the course of a call.
  • Pattern Recognition Engine: Identification of recurring call-related issues, problems, and behavioral patterns in relation to high call volumes.
  • Predictive Escalation: Identification of potentially problematic conversation paths and initiation of intervention measures before customer disengagement or churn.

Best For: Call centers and customer service teams that want to receive in-depth analytics of call quality, sentiment, and risk of AI-handled calls and human-handled calls.

Goodcall

Goodcall is designed with small businesses in mind, such as salons, clinics, local services, and independent operators who need help with phone operations but don't have the luxury of an in-house IT team or contact center. Rather than requiring you to design complex flows, Goodcall provides an out-of-the-box AI phone assistant that can answer phone calls, answer FAQs, and book appointments with little or no setup required.

For many businesses, the actual benefit will come from the fact that Goodcall serves as a 24/7 front desk assistant, catching calls, syncing calendars, and sending follow-ups even when the physical front desk is unattended. And because it’s specifically designed for the segment, it avoids the complexity and focuses on the aspects that really matter, answering, understanding, and scheduling.

USP:

  • Zero Setup Deployment: Goodcall ensures that your AI phone assistant is ready to go in just a matter of minutes.
  • Calendar Sync: The Goodcall platform integrates seamlessly with Google Calendar or Calendly. This allows your AI phone assistant to schedule meetings, reschedule meetings, or confirm meetings in real time.
  • 24/7 Availability: The AI phone assistant can take phone calls around the clock. This ensures that you never miss a sale or an opportunity. The AI phone assistant will take voicemails and send follow-ups.

Best for: Goodcall is best for small and local businesses looking for a simple and reliable AI phone assistant for their business.

Conclusion

AI voice assistants are now a practical extension of your team’s front desk. When chosen wisely, they cut wait times, improve first-call resolutions, and let human staff focus on the hardest issues. There is no one-size-fits-all. If you need an enterprise-grade, multi-channel solution, Plivo is the most versatile choice today. If your approach is code-driven, Vapi or Bland AI give programmers maximum flexibility. For non-technical teams who want instant results, Synthflow or Goodcall let you launch voice agents in hours. Specialized platforms like Retell AI, Cognigy, ElevenLabs, and Thoughtly each excel at something unique.

In practice, start by listing your needs. Do you need deep CRM integration or ease of deployment? Multilingual support or branded voices? Then pilot a couple of platforms. For example, test Plivo or Synthflow for basic use cases like appointment booking, FAQs and measure improvements. The sooner you start using voice AI in your workflows, the sooner it feels like an effortless part of your business.

FAQs

How do AI voice assistants for business work?

AI voice assistants turn what the caller says into text, understand the intent, decide what to do, and then reply with natural-sounding speech. They use speech recognition (ASR), language understanding (LLM/NLP), and text-to-speech (TTS), and can also talk to your CRM or other tools to fetch or update data.​

What are the main benefits of using an AI voice assistant?

AI voice assistants can answer routine questions 24/7, cut wait times, and handle many calls at once. This reduces workload for human agents, lowers costs, and helps customers get faster, more consistent answers.​

Is an AI voice assistant worth it for small businesses?

Yes, even small businesses can benefit from an AI assistant that answers calls, books appointments, and captures leads when staff are busy or offline. Tools like Plivo, Goodcall, or Synthflow make it easier to start without a big IT team.

Which is the best AI voice assistant platform for omnichannel communication?

If you want one platform for voice, SMS, WhatsApp, chat, and email, Plivo is a strong option. It lets you keep a single conversation thread across channels instead of splitting context across many tools.

How much does it cost to use an AI voice assistant platform?

Most platforms use a pay-as-you-go or subscription model based on minutes used, number of calls, or number of agents. Costs also depend on which speech, LLM, and TTS providers you plug in and how many integrations you need. Checking pricing pages and running a small pilot is the best way to estimate your real cost per call.

Do I need coding skills to build an AI voice assistant?

Not always, no-code and low-code platforms like Synthflow and Goodcall let you build phone agents with visual editors. If you want deeper control, developer-focused tools like Plivo, Vapi, or Bland AI provide APIs so engineers can fully customize the experience.

Can AI voice assistants replace human agents?

They are better used as a first line of support. AI can handle FAQs, status updates, and simple workflows, while human agents focus on complex, sensitive, or high-value conversations. The most effective setups combine both, with smooth handoff from AI to humans.

What are the top use cases for AI voice assistants?

Common use cases include after-hours call handling, appointment scheduling, order tracking, password resets, lead qualification, outbound reminders, and proactive follow-ups. Industries like healthcare, retail, banking, logistics, hospitality, and SaaS all use AI voice agents for these tasks.

How do I integrate an AI voice assistant with my CRM or helpdesk?

Most modern platforms provide direct integrations or APIs for tools like Salesforce, HubSpot, and Zendesk. You connect your account, map fields, and then let the assistant read and update records (for example, creating tickets, logging calls, or updating contact details) automatically.

Is it safe to share customer data with AI voice assistants?

Reputable platforms use encryption, access controls, and compliance frameworks like GDPR to protect data. You should review each vendor’s security docs, data retention policies, and certifications, and configure what data is stored, masked, or deleted based on your internal policies.

Mar 23, 2026
5 mins

Top AI voice assistants for contact centers

Discover the best AI voice assistant platforms used in contact centers in 2026. Analyze the most popular platforms such as Cognigy, Retell AI, Vapi, Plivo, and more that are changing the way real-time, human-like customer service is delivered.

In 2026, contact centers are increasingly aided by AI-based voice assistants, which add to the efficiency and complexity of their operations. The AI voice assistants react to incoming calls in almost no time, enunciate speech clearly, and assist customers without any delay. By allowing contact centers to handle multiple calls simultaneously and assisting conversations in a friendly and natural way, they enable contact centers to handle a large number of calls effectively while maintaining a personalized customer experience.

Perceived as trustworthy digital assistants, AI voice assistants listen carefully, understand customers’ needs, and answer in a manner that is almost human-like. They also learn from previous conversations, which boosts improvements in subsequent conversations and assistance.

Platforms such as Retell AI, Cognigy, PolyAI, and Plivo provide solutions that facilitate call handling without losing the feeling that customers are indeed heard and assisted.

Platform choice goes beyond speed. Organizations need to evaluate how well the platform helps with workflow management, handling large volumes of calls, multilingual support, and insights that help improve services continuously.

This guide will review a number of the best AI voice assistant platforms that organizations in 2026 are using to provide faster, more reliable, and more human-like customer services.

What to Look For in an AI Voice Assistant for Your Contact Center

At this stage, you already know what AI voice assistants are. What you need now is a clear lens to compare platforms like Plivo, Cognigy, Retell AI, Vapi, and others and decide which one actually fits your contact center. Use these questions as a buying checklist:

Does it fit your existing contact center stack?

Focus on:

  • Native or proven integrations with your ACD/IVR and CRM
  • Support for your current routing logic (skills-based, queue-based, blended)
  • How it handles agent handoff and screen-pop in your existing desktop

What is latency and call quality like under real load?

Ask vendors to show:

  • End-to-end latency under load
  • How they minimize hops between telephony, ASR, LLM, and TTS
  • Whether they own their telephony stack (like Plivo) or rely on third-party carriers

How much control do you have over the AI stack and guardrails?

Decide:

  • Do you want a managed “single vendor” stack, or do you want to pick and swap STT/LLM/TTS as your needs change?
  • Can you enforce policies, tone, and escalation rules without re-architecting everything?
  • How easy is it to update prompts, flows, and guardrails when compliance rules change?

Does it give you the analytics and QA depth you actually need?

Look for:

  • 100% call coverage with scoring, not random sampling
  • Real-time alerts on risk, sentiment, and compliance breaches
  • Coachable outputs (scorecards, summaries, next-best-action) that your supervisors can use in 1:1s

How does it handle security, compliance, and data residency?

Check for:

  • Support for standards like HIPAA, GDPR, PCI DSS, SOC 2, and regional data residency options
  • Role-based access, redaction of sensitive data, and audit trails
  • Where audio, transcripts, and model logs actually live and how long they’re retained

Is the pricing model aligned with how your volumes will really grow?

Understand:

  • Whether pricing is per minute, per seat, per interaction, or a flat platform fee
  • How costs behave at your next 2-3 scale steps (for example, 10%, 50%, 100% of calls)
  • What happens when you add more channels (SMS, WhatsApp, chat) or more AI features

The Best AI Voice Assistant Platforms for Contact Centers in 2026

Below are the leading players shaping how enterprises are designing and deploying AI-driven voice contact centers worldwide.

Plivo

Plivo is a voice-first, AI-native communications platform that combines carrier-grade telephony with modern AI agents across voice, SMS, WhatsApp, chat, and email. For contact centers, it behaves less like a point tool and more like a backbone. It takes care of call delivery, identity, and reliability while letting your AI agents focus on actual conversations.

Unlike many AI tools that sit on top of someone else’s carrier network, Plivo owns and operates its entire telephony, messaging, and AI stack in one vertically integrated architecture. This cuts out extra hops, reduces latency, and gives you 99.99% uptime backed by strict compliance standards such as HIPAA, GDPR, SOC 2, PCI DSS, and more.

How Plivo fits into a modern contact center

In a contact center, Plivo can play three roles at once:

  • AI front line: AI voice agents that answer and place calls, qualify intent, resolve common issues, and hand off to human agents with full context when needed.
  • Omnichannel glue: A shared context layer across voice, SMS, WhatsApp, and chat so a customer’s journey feels like one continuous conversation.
  • Telephony backbone: Global phone numbers, SIP trunking, call routing, caller ID, STIR/SHAKEN, and CNAM handled by Plivo’s own network rather than fragile third-party carriers.

Key capabilities for contact centers

  • Carrier-grade telephony built in - Plivo provides native numbers, routing, recording, SIP trunking, and global connectivity across many countries, all within its own network. Because it does not outsource this layer. You get more consistent call quality, lower latency, and fewer moving parts to debug when something goes wrong. On top of that, features like verified caller ID, CNAM, and STIR/SHAKEN support help you avoid spam labeling, especially in outbound and blended environments.​
  • Real-time audio streaming and low-latency AI - Plivo streams live call audio over WebSockets to your AI runtime, which means your ASR, LLM, and TTS can respond quickly enough to support natural interruptions and turn-taking. This is critical in contact centers where even a few hundred milliseconds of extra delay can make calls feel robotic or “laggy” under real-world concurrency.
  • No-code AI agent builder (Vibe) plus full APIs - Non-technical CX and operations teams can use Plivo’s Vibe builder to spin up AI agents using plain-English instructions and visual workflows. You define the goals (for example, handle billing calls, reschedule deliveries, qualify leads), and Vibe translates that into call logic. At the same time, your engineering team still gets full control via APIs and webhooks if you want to orchestrate complex flows, integrate custom models, or plug Plivo into an existing CCaaS stack.
  • Multi-channel AI agents with shared context - The same business logic can run across voice, SMS, WhatsApp, and chat, which is particularly important for contact centers that see customers switching channels mid-journey. A customer might start with a chat on your website, follow up via phone, and receive an SMS confirmation after the call. Plivo keeps that context unified so the AI and human agents do not treat it as three separate issues.
  • Deep integrations with CRMs, helpdesks, and internal systems - Plivo exposes clean APIs and webhooks for you to read and write data to CRMs (Salesforce, HubSpot, etc.), helpdesks, booking systems, and in-house tools in real time. That means your AI agents can:
    • Pull customer profiles, orders, and tickets during a call
    • Log outcomes, summaries, and dispositions directly into your system of record
    • Trigger downstream workflows like refunds, escalations, or follow-up tasks
  • Security, compliance, and enterprise controls - Because Plivo is used in finance, healthcare, and other regulated industries, its stack is built with compliance in mind with encryption, audit logs, data residency options, and certifications like HIPAA, GDPR, PCI DSS, SOC 2, and more. Enterprise teams also get features such as role-based access control (RBAC), environment versioning, and audit-ready transcripts, which are important when legal and security teams are involved.

Why contact centers choose Plivo over other platforms

  • End-to-end control over the voice path - For high-volume centers, call quality and latency are the difference between a successful rollout and a failed pilot. Because Plivo owns its telephony and streams audio directly, you have fewer failure points and tighter control over performance.
  • Scales from pilot to multi-region rollouts without switching tools - Smaller teams can begin with a narrow use case (for example, after-hours support or one queue such as billing) using Vibe and basic integrations. As volumes and complexity grow, they can layer in advanced routing, multi-channel orchestration, and custom AI stacks without migrating away from Plivo.
  • Works for both AI-first and hybrid models - Plivo supports clean handoffs to live agents with full context, so it fits organizations that want AI to handle front-line traffic and those that want AI to support human agents rather than replace them. This flexibility matters if your strategy is to start with partial automation and phase in more over time.
  • Transparent, usage-based economics - Plivo offers pay-as-you-go pricing for voice and messaging, with enterprise plans starting around the $1,000 per month range for teams that need higher scale and dedicated support. That makes it easier to run meaningful pilots and scale based on real ROI instead of committing to a large, upfront platform fee from day one.

What makes Plivo stand out from the rest of the platforms

Core Advantages:

  • Global direct carrier connectivity with 99.99% uptime and built-in STIR/SHAKEN, CNAM, and compliance support.
  • Native multi-channel AI agents across voice, SMS, WhatsApp, chat, and email with shared context.
  • Combination of no-code (Vibe) and developer-first APIs so both ops leaders and engineers can work on the same platform.

Pricing: 

Usage-based pay-per-minute and per-message pricing with a free trial and credits to test real use cases. Enterprise plans start around $1,000/month for higher-volume, higher-support needs.

Perfect for:

Contact centers that want carrier-grade reliability and omnichannel AI in one place, and that expect to scale from a focused pilot to a global deployment without constantly changing vendors.

Cognigy

Cognigy describes itself as an enterprise automation framework for voice and chat, helping large enterprises in providing multilingual, omnichannel, human-AI collaborative experiences. The firm’s solution enables strong telephony infrastructure, customer relationship management, and agent assistance tool integration.

Core Advantages:

  • 40+ Languages with Regional Accents
  • Real Time Agent Assist (Next-Best-Action)
  • 360° Conversation Analytics Dashboard


Pricing: Enterprise licensing ($50K+/year)
Perfect For: Global enterprises with hybrid human-AI operations

Retell AI

Retell AI focuses on real-time call intelligence, highlighting adaptive voice models, analytics, and enterprise-level call optimization. The firm’s solution is widely used in the financial services, logistics, and business process outsourcing industries, where accuracy and scalability are critical.

Core Advantages:

  • Self-Learning from Live Call Data
  • Production Analytics (95% Accuracy)
  • Seamless Human Escalation

Pricing: Usage-based ($0.15/min and platform fee)
Perfect For: High-volume centers prioritizing accuracy and compliance.

Vapi

Vapi is an API-friendly platform that is developer-focused, built to enable customized, low-latency conversational flows. Vapi is ideal for contact centers that require full control over their AI models and conversational logic, without being bound by vendor-imposed limitations.

Core Advantages:

  • Sub-200ms Latency (Edge Processing)
  • Custom STT/LLM/TTS Pipeline
  • Webhook-Driven Call Control


Pricing: $99/mo starter and usage
Perfect For: Tech-savvy teams building custom solutions.

Omilia

Omilia excels in conversational NLU systems that replicate natural dialogues in voice channels. The platform is popular among financial institutions for its dialogue context retention and PCI-compliant voice verification.

Core Advantages:

  • Advanced Dialogue Management
  • PCI-Compliant Voice Authentication
  • Built-in QA & Compliance Suite


Perfect For: Secure industries (finance, healthcare).

Kore.ai

Kore.ai’s Experience Optimization (XO) platform empowers enterprises to build intelligent virtual agents (IVAs) with low-code tools. Its unique value lies in diagnostic automation and human sentiment blending.

Core Advantages:

  • Visual Flow Builder With Code Extensions
  • Emotion-Aware Responses
  • Genesys/Five9 Integration

Perfect For: Mid-market enterprises needing rapid deployment.

Observe.ai

Observe.ai focuses on agent performance, compliance monitoring, and customer experience analytics. Unlike others, it’s more about enhancing hybrid AI-human environments than full automation.

Core Advantages:

  • Real-Time QA for Every Call
  • Agent Performance Improvement
  • Compliance Risk Detection

Perfect For: Hybrid centers focused on agent enablement.

Five9

Five9, a long-time leader in the cloud-based contact center market, has incorporated AI automation technology completely into its Intelligent Cloud Contact Center (ICCC). This strategy combines proven telephony strengths with next-generation conversational middleware.

Core Advantages:

  • Intelligent Call Routing
  • Workforce Optimization
  • Global Scale & Reliability

Perfect For: Legacy modernization projects.

PolyAI

PolyAI leads in conversational naturalness, producing assistants that sound almost indistinguishable from real agents. It’s renowned for consistent customer tone and rapid adaptation without continuous re-training.

Core Advantages:

  • Emotional Tone Matching
  • Domain-Specific Learning
  • 1,000+ Concurrent Sessions

Perfect For: Premium brand experiences.

Platform Comparison Matrix

Platform Latency Languages Integrations Pricing Best For Limitations
Plivo <30 ms 20+ (multilingual) Any CRM/CC tools. Full CPaaS Pay-as-you-go ($/min) Omnichannel enterprise deployments. Custom AI stacks Requires pairing with external AI models
Cognigy 250 ms 100+ CCaaS (Genesys, Avaya), CRM Custom (enterprise) Global enterprises needing hybrid AI/human workflows Steeper learning curve. Enterprise budget
Retell AI 280 ms 15+ Custom APIs, databases Usage-based (~$0.15/min) High-volume, compliance-driven centers Telecom may be separate. Cost can rise with usage
Vapi 180 ms (edge) Custom Developer APIs (webhooks) Starter $99/m + usage Dev-led teams building fully custom voice pipelines No built-in telephony. Technical integration needed
Omilia 300 ms 25+ Enterprise banking/CC integrations Enterprise license Secure industries (finance, healthcare) High cost. Best for regulated use cases
Kore.ai 320 ms 30+ Genesys, Five9, CRM Enterprise license Mid-market/enterprise focusing on CX and emotion-aware bots Can be complex to fully optimize
Observe.ai N/A (quality focus) English (+ few) Quality management & CRM tools Subscription Hybrid teams focusing on QA and agent assist Not a standalone voice bot platform
Five9 350 ms 20+ Full CCaaS stack (WFM, WFO) Per-seat subscription Enterprises modernizing legacy call centers Less agile for pure AI-first use cases
PolyAI 220 ms 8 major Custom via APIs Enterprise license Premium conversational experiences Higher price. Requires advanced setup

Implementation Roadmap

Phase 1: Pilot (Weeks 1 - 4)

  • Select 1-2 use cases (billing, scheduling)
  • Deploy on 5-10% call volume
  • Measure: AHT, CSAT, abandonment rate

Phase 2: Scale (Months 2 - 3)

  • Expand to 30-50% volume
  • Add multilingual and complex intents
  • Train agents on escalation protocols

Phase 3: Optimize (Month 4+)

  • Full analytics implementation
  • Continuous model improvement
  • ROI measurement and expansion

Expected ROI Timeline: 3-6 months to breakeven, 12 months to 3x ROI.

Conclusion

As contact centers evolve, AI voice assistants have moved from “automation tools” to being business-critical assets that elevate performance, experience, and efficiency simultaneously.

  • Cognigy and Retell AI lead in enterprise automation and adaptive learning.
  • Plivo and Vapi dominate in developer control and omnichannel reach.
  • PolyAI and Kore.ai shine in conversational fluidity and brand alignment.
  • Observe.ai and Five9 are great in agent quality, compliance, and hybrid work efficiency.

Select according to call volume, language, and technology maturity. Pilot, test latency, resolution rate, and customer sentiment, and then scale. The future contact center is conversational, and the question is how intelligently you make it speak.

FAQs

What is an AI voice assistant for contact centers?

Software that automates real-time phone conversations using AI for speech recognition, intent analysis, and conversation control.

Can AI fully replace human agents?

No way. The most effective combinations are AI for the boring parts and humans for the emotional and hard stuff.

What is the optimal latency time for AI in contact centers?

Under 300 milliseconds to keep the conversation flowing naturally.

Which platform is friendliest with CRMs?

Plivo and Cognigy are the best options for good real-time CRM integration with multiple communication channels.

Which industries suit contact center AI?

Banking, healthcare, e-commerce, telecom, logistics. Any industry with lots of calls and multiple languages.

How important is analytics in AI contact centers?

Analytics are the core. Retell AI and Observe.ai are platforms that provide real-time agent performance, sentiment, and compliance analysis.

Can voice AI handle multiple languages?

Yes, Cognigy, PolyAI, and ElevenLabs handle global languages with robust accent insensitivity.

Is contact center AI secure?

The best platforms offer end-to-end encryption, data rules compliance, and data storage in designated regions.

What’s the biggest ROI driver in AI contact centers?

Reduced handle times, increased first-call resolutions, and improved customer sentiment through consistent and personalized service.

What’s next for AI voice in contact centers?

The future is smart computing, collaboration between human agents and AI, and real-time insights, transforming call centers into smart customer experience centers.

Subscribe to Our Newsletter

Plivo’s cloud communications platform is backed by a robust, reliable, fault-tolerant.

Thank you for subscribing. Read some of our amazing customer stories.
Oops! Something went wrong while submitting the form.
May 16, 2024
5 mins

Ecommerce Email Marketing Automation: Complete Guide with Workflow Examples

Get started with ecommerce email marketing automation with this guide and use workflow examples to get maximum ROI.

e-commerce Marketing
Email Marketing

Email marketing has a high ROI. A quarter of US consumers suggest that they are more likely to purchase a product after receiving an email newsletter. 

However, creating an email marketing campaign is no easy task. A number of components go into the process, such as customer segmentation, creating subject lines, email copy, graphics, and engaging CTAs. Email is a channel that relies the most on automation.

With ecommerce email marketing automation, you can engage with customers effortlessly. The right emails reach the right people at the right time automatically. This frees up your team, allowing you to focus on strategy–a goal shared by 48% of marketing professionals.

In this blog, we discuss how to get started with email marketing automation and maximize your ROI. 

What is Ecommerce Email Marketing Automation?

Ecommerce email marketing automation simplifies the process of sending personalized messages to subscribers. It's all about setting up specific triggers that send the right message to the right person at the right time, making your marketing efforts more efficient and effective.

For instance, when someone signs up for a newsletter, they will receive a series of welcome emails introducing the brand. These emails will be followed by valuable content, discount codes, and offers to encourage further interaction. 

How Does Email Marketing Automation Work?

Email marketing automation works with a series of set-up automated email workflows and sequences that get triggered based on specific actions.

The core process typically involves:

1. Integrating customers' data into automation software

You start by importing your email lists or contacts from sources like Shopify or your CRM tool. The tool consolidates subscriber information from multiple sources into information-rich, unified profiles. 

This gives the automation tool visibility into your contact database. It also provides insights into customer behaviors and preferences to allow customer segmentation. 

2. Creating segments 

Creating customer segments is important for delivering personalized emails to your customers. With email automation, you can segment customers based on demographics, age, gender, purchase value, or specific events. 

3. Building automated workflow sequences 

In this step, you visually map out your automated sequences using the workflow or drag-and-drop builder. 

For example:

  • Welcome email sequence after signing up
  • Abandoned cart reminders based on site behavior
  • Purchase follow-up sequences after buying
  • Re-engagement campaigns for inactive subscribers

This defines the rules for each automated campaign. Each workflow has pre-defined triggers that initiate the sequence. Common triggers include subscribing to a list, purchasing, abandoning a cart, specific dates, interacting with emails, etc.

4. Designing emails 

With email marketing automation, you can create visually appealing, on-brand emails that can be used for multiple email campaigns. An email marketing automation tool also comes with customizable templates. 

You can include dynamic elements like product recommendations, social links, etc, and optimize emails for different devices and inboxes.

5. Personalize messages 

To personalize the automated emails, you use custom fields and dynamic placeholders that pull in subscriber-specific details like name, location, products browsed, and products purchased.

Plivo CX comes with an AI assistant that lets you personalize your emails based on the objective, brand length, and occasion.


6. Monitoring campaign performance 

To maximize the ROI of your email marketing automation, you should continually optimize content, segmentation, and cadences based on performance analytics. 

Benefits of Using Email Marketing Automation

1. Personalized customer experience

Email personalization is the leading priority for 55% of marketers, and automation makes it easier to achieve. Email marketing automation includes features like segmentation and triggers that help you send personal messages. 

For example, you can trigger an abandoned cart email whenever someone leaves a product in the cart or use AI to send a personalized email wishing them on events like birthdays and anniversaries.  

2. High ROI

Email marketing has unparalleled ROI compared to other marketing channels. Marketers witnessed a doubling of their ROI from email marketing in 2023. In this scenario, automating this channel acts as a cherry on top. Automation eliminates manual tasks in the process of email marketing. It also reduces staffing needs, removes the risk of human error which increases your bottom line.

Source: Statista

3. Engaged customers 

52% of customers in the US prefer email to engage with brands' incentivized messages. Ecommerce email automation helps you maintain this engagement. It enables you to send targeted messages based on individual preferences and behaviors.

To enhance the overall experience, you can nurture leads over time with drip campaigns and respond timely to customer actions. By setting up automated workflows, you can reach a larger audience consistently across various touchpoints. 

4. Perfect for upselling and cross-selling

Through ecommerce email automation, you can recommend similar products whenever someone makes a purchase. 

Take the email below as an example. When a customer purchases honey from this brand, the company shares other organic products that may interest them. This way, you can retain more customers and increase their lifetime value. 

7 Ecommerce Email Marketing Automation Workflow Examples

Here are seven crucial email flows to engage customers from lead capturing to post-purchase engagement:

1. Welcome emails 

Welcome emails are sent to new subscribers or customers shortly after they sign up or make their first purchase. These emails aim to introduce the brand, set expectations, and provide relevant information or offers. 

Example workflow: 

  • New customer signs up/makes a purchase
  • Send a welcome email with a discount code or incentive
  • If there is no purchase in 7 days, send a follow-up email with product recommendations
  • If purchased, move to a regular marketing sequence.

2. Abandoned cart emails 

Abandoned cart emails Brief explanation: Abandoned cart emails are triggered when a customer adds items to their online shopping cart but doesn't complete the purchase. These emails aim to remind customers of the items left in their cart and encourage them to complete the purchase. 

Example workflow: 

  • The customer adds items to the cart but doesn't checkout
  • Send abandoned cart email after 1 hour with cart contents and incentive 
  • If there is no purchase in 24 hours, send a second email with a stronger incentive 
  • If there is no purchase in 72 hours, remove it from the sequence

3. Order follow-up email 

Order follow-up emails are sent after a customer makes a purchase. These emails can include order confirmations, shipping updates, product care instructions, or cross-selling/upselling recommendations. 

Example workflow: 

  • The customer makes a purchase 
  • Send order confirmation email 
  • When the order ships, send a shipping confirmation with the tracking number 
  • Seven days after delivery, send a follow-up email with product care tips and related product recommendations.

4. Lead nurturing campaigns

Lead nurturing campaigns are designed to convert leads into customers by providing relevant content and offers based on their interests and behaviors. 

Example workflow: 

  • Lead signs up for a newsletter or downloads a content offer 
  • Send a series of emails with educational content and product information 
  • If engaged (opens/clicks), send a special offer or incentive 
  • If there is no engagement after three emails, move to the re-engagement sequence.

5. Re-engagement campaigns

Re-engagement campaigns aim to re-activate inactive subscribers or customers who haven't engaged with the brand for a certain period. 

Example workflow: 

  • Subscriber hasn't opened or clicked an email in 90 days 
  • Send a "We miss you" email with an incentive or content 
  • If there is no engagement, send a second email with a stronger incentive or content 
  • If there is still no engagement, move to a win-back campaign or remove it from the list

6. Birthday/Anniversary emails

Birthday or anniversary emails are sent to customers on or around their birthdays or the anniversary of their first purchase. These emails often include personalized offers or discounts. 

Example workflow: 

  • The customer's birthday or purchase anniversary is approaching 
  • Send a personalized email with a special offer or discount code 
  • Follow up with a thank you email and related product recommendations if they purchase.

7. Event-based emails

Event-based emails are triggered by specific events or actions taken by the customer, such as browsing a particular product category, attending a webinar, or leaving a review. 

Example workflow: 

  • The customer leaves a product review 
  • Send a thank you email with a discount code for their next purchase 
  • If no purchase is made within 30 days, send a follow-up email with related product recommendations and the discount code.

Start Ecommerce Email Marketing Automation 

Plivo CX’s end-to-end automation helps you nurture stronger customer relationships through personalized communication. The automation capabilities save you time, letting you focus on crafting strategies that drive engagement and growth. 

Ready to see how your email marketing can evolve? 

Book a demo today.

May 16, 2024
5 mins

E-commerce Marketing Automation: The Key to Get More Leads for Your Business

How to get started with ecommerce marketing automation and get more leads for your business?

e-commerce Marketing

Every marketer knows the struggle. You're often drowning in daily tasks, with no time left to actually grow your business. Leads slip through the cracks as you're too busy just keeping up. 

Worse yet, you're wasting precious hours on repetitive marketing work. Follow-up emails, social posts, and so on—the grunt work seems unending. 

If this sounds familiar, it could be the best time for e-commerce marketing automation. It handles the marketing tasks, from personalized content to timely follow-ups and insightful analytics. Now, you can peacefully focus on strategy and drive those leads and conversions.

In fact, Business 2 Community data suggests that businesses employing marketing automation to nurture prospects see a 451% increase in qualified leads.

This detailed guide reveals how e-commerce marketing automation will streamline your business and generate incredible ROI.  Let's turn automation into your secret weapon!

What is E-commerce Marketing Automation?

At its core, ecommerce marketing automation harnesses the power of software tools to automate repetitive marketing tasks like content creation and customer segmentation. 

Marketing automation includes A/B testing, omnichannel engagement, and AI assistance. It can be used to personalize customer experiences across various channels, such as emails, social media, and SMS. This saves time and cultivates stronger customer relationships through targeted messaging and timely follow-ups.

Marketing automation platforms also offer analytics to help you track metrics, measure performance, and refine strategies for continuous improvement. 

Key aspects of e-commerce marketing automation

1. Email marketing automation

With email marketing automation, you can send abandoned cart emails, product recommendations, discount codes, celebratory coupons, and promotional offers to your customers automatically. 

The automation software analyzes customer interactions to send tailored messages to the right customers at the time.

2. Behavioral tracking 

Behavioral tracking is important to understand your customers’ unique needs. An ecommerce marketing software monitors customer behavior to track:

  • How customers interact on your website
  • Which products do they like or wishlist
  • Which products do they leave in the cart
  • Which pages are receiving the most traffic

This data gives you a bird’s eye view of your customers' likes and dislikes. You can create customer groups with similar behaviors for more targeted marketing, bringing us to our next point.

3. Segmenting customers

With ecommerce marketing automation, you can segment customers based on demographics, purchase history, and behavior on your website. Then, you can create targeted messages for each customer segment to deliver a more personalized experience. 

Source: Plivo CX

4. Personalized messages 

96% of customers have reported feeling annoyed by SMS marketing messages. 

Why? Because without personalization, the messages could appear irrelevant to customers. 

So, you can use behavioral tracking and customer segmentation to create more personalized messages. 

Take a clothing brand, for example. In April, they can share an offer on summer clothes for Texas and winter clothes for New York because the weather is different in both places. Such messages have a better chance of response as those are more relevant to your customers in both regions. 

5. Analytics and reporting 

With ecommerce marketing automation, you can track the performance and ROI of your marketing campaign. An efficient ecommerce marketing automation tool shares the status of your campaigns, revenue, and other metrics to iterate your marketing efforts and make data-driven decisions. 

Source: Plivo CX

6. Workflow automation

Once in place, marketing automation functions independently. It automates manual tasks and builds workflows for various marketing tasks. 

For example, when one of your customers leaves a product in the cart, the automation will trigger a follow-up email with offers to nudge that customer to complete the purchase. The automation can also write personalized emails for your customers.

The Benefits of Marketing Automation Software for E-commerce Businesses

1. Improved customer segmentation

Marketing automation lets you divide your customers into granular groups based on various factors such as purchase history, browsing behavior, demographics, and engagement levels. You can send highly personalized and relevant messaging, offers, and promotions to each segment to increase the chances of conversion. 

2. Better customer engagement 

You can leverage automation workflows and triggers to send timely and contextual communications. These help you nurture customer relationships and promote long-term loyalty. Also, you can use automated re-engagement campaigns to reactivate lapsed customers.

3. A/B testing opportunities

Many marketing automation platforms offer built-in A/B testing functionalities. So, you can test different variations in subject lines, calls-to-action, and visual elements. With A/B testing, you can continuously optimize your marketing efforts by identifying and using the most effective options to gain maximum ROI.

4. Omnichannel engagement 

Marketing automation software enables you to deliver consistent customer experience across multiple channels. You can streamline creating and executing targeted campaigns across various channels, such as email, SMS, push notifications, and social media. 

5. AI to optimize your marketing efforts

Ecommerce marketing automation leverages artificial intelligence (AI) to optimize campaigns and provide data-driven insights. AI can analyze customer data, identify patterns, and predict future behavior. 

With this data, AI creates personalized content to increase the efficiency of marketing campaigns.

Source: Plivo CX Engage

Types of E-commerce Marketing Automation

You can automate your marketing strategy across three channels:

1. Email marketing automation

52% of customers still prefer emails for marketing messages. It makes email automation a powerful tool to have in your arsenal. Email automation allows you to create and send highly targeted and personalized emails based on customer behavior, preferences, and purchase history. 

You can segment your email list based on customer behavior, purchase history, and engagement levels. Then, set up workflows and triggers to send abandoned cart reminders, welcome series, product recommendations, and post-purchase follow-ups – all without manual intervention.

This will help you offer the most relevant emails to your customers.

2. Mobile marketing automation

60% of US adults believe mobile shopping is necessary for convenience. Also, m-commerce sales are estimated to reach ​​$558.29 billion in 2024, which is a good enough reason to invest in mobile marketing automation. 

Mobile marketing automation allows you to meet customers where they are–on their smartphones. You can deliver timely and personalized messages to create a seamless omnichannel experience that drives engagement and sales for your business.

First, build your mobile subscriber list by implementing SMS opt-in forms at strategic touchpoints, such as checkout or account creation. Then, create automated SMS campaigns for cart abandonment, back-in-stock notifications, and limited-time offers tailored to individual preferences.

For example, Plivo CX creates triggers based on events and actions to send timely and relevant messages to customers. It also lets you incorporate media and emojis into your messages so they stand out and capture attention. 

3. On-site marketing automation

45% of respondents in a McKinsey survey agreed that on-site display advertising provides high ROAS. On-site marketing automation focuses on enhancing the customer experience on your e-commerce website. 

With this automation, you can deliver exit-intent pop-ups to capture abandoning visitors, product recommendations based on browsing history, and dynamic content that changes based on the visitor's location, device, or previous purchases.

Design landing pages in a way that captures the most attention and includes high-converting CTA to gain maximum ROI from on-site marketing. You can also leverage AI-powered product recommendation engines to suggest relevant items based on your customer's browsing history and purchase patterns.

Effective Marketing Automation Strategies for E-commerce Brands 

Use email triggers to send personalized content

Email triggers are a powerful way to deliver timely and relevant content to customers based on their behaviors and interactions with your brand. For instance, you can trigger abandoned cart emails whenever a customer leaves items in their shopping cart. 

Similarly, you can trigger shipping confirmation and order update emails to keep customers informed and engaged throughout the delivery process. 

Re-engage old customers with incentive emails

It's common for customers to pause engagement with a brand over time. Incentive emails can be highly effective in re-engaging these customers. You can share exclusive discounts, limited-time promotions, or loyalty rewards to entice customers back to your store.

For example, offer a percentage discount or free shipping on their next purchase or provide a special coupon code for a specific product category they've shown interest in previously. 

You should personalize these incentives based on past purchase behavior and preferences to significantly increase the chances of conversion.

Use lead scoring for higher conversion

Lead scoring is a technique that assigns a numerical value to each lead or potential customer based on their interactions with your brand, such as website visits, email engagement, and social media activity. You can prioritize your marketing efforts for high-scoring leads and target those most likely to convert.

For example, segment your email list based on lead scores and send personalized product recommendations, exclusive offers, or invitations to webinars or events. This targeted approach can significantly improve conversion rates and ROI compared to blanket marketing campaigns.

Reward loyal customers with offers and discounts

Retaining existing customers is often more cost-effective than acquiring new ones, and rewarding loyalty is a powerful way to retain long-term relationships. 

Analyze customer purchase history and engagement levels to identify your most loyal customers and offer them exclusive discounts, early access to new products, or loyalty program rewards.

These rewards not only incentivize repeat purchases but also create a sense of appreciation and exclusivity for your customers.

Engage on mobile with SMS marketing

52% of customers purchased a product after being influenced by brand messaging received via SMS or other messaging platforms. SMS campaigns have high open and engagement rates, making them an effective channel for delivering time-sensitive promotions, order updates, and personalized recommendations.

You can leverage SMS automation to send cart abandonment reminders, back-in-stock alerts, or limited-time offers tailored to individual preferences and behaviors. SMS can also be integrated with other channels, such as email and push notifications, to create a seamless omnichannel experience for your customers.

Upsell and cross-sell by displaying complementary products

Upselling and cross-selling are powerful strategies for increasing average order value and customer lifetime value. You can analyze customer purchase data and browsing behaviors to display complementary or related products that customers may be interested in.

For example, if a customer purchases a camera, recommend compatible lenses, camera bags, or tripods as upsell opportunities. You could cross-sell matching accessories or shoes if a customer adds a dress to their cart.

Use chatbots to engage customers

Chatbots provide instant, 24/7 customer support and engagement. They use conversational AI to assist customers with product recommendations, order tracking, and addressing common inquiries or concerns.

Well-designed chatbots can enhance the customer experience and gather valuable data on customer preferences and behaviors, which you can use in future marketing strategies to personalize content. Chatbots can also be integrated with other channels, such as email and SMS, to create a cohesive omnichannel customer experience.

The AI chatbot in Plivo CX handles common questions automatically so customers can self-serve and find quicker answers. 

E-commerce Messaging Templates to Power up Marketing Automation

Here, we’ve compiled email marketing templates for various use cases that you can steal for your next marketing campaign:

Back in Stock Back by popular demand! 🚀 [Product Name] is now available. Shop here: [Store Link]
⏰ They're back! Your favorite [Product Name] is now back in stock. Grab it quickly! [Store Link]
Your wait is over! 🎉 [Product Name] is back in our inventory. Don't miss out: [Store Link]
Black Friday BLACK FRIDAY ALERT 🚨 Huge deals and savings at [Store Name]. Shop now to get the best deals: [Store Link]
🔥 Black Friday is here! Score big on deals across all categories. Shop now: [Store Link]
⚡ The Black Friday sale starts NOW! Get up to [X%] off on all products. Shop here: [Store Link]
Brand Awareness Love [Product Category]? 🎁 You'll love [Store Name]. Explore our collection: [Store Link]
🛍 Join the [Store Name] family! High-quality [Product Category] at unbeatable prices. Shop now: [Store Link]
🌟 Meet [Store Name], your one-stop shop for all your [Product Category] needs. Check us out: [Store Link]
Christmas Deck the halls with deals from [Store Name]! 🎄 Unwrap the savings here: [Store Link]
🎅 Ho Ho Ho! Santa's brought early Christmas gifts. Shop our festive collection: [Store Link]
🎁 Unwrap Christmas early this year with [Store Name]. Shop our Christmas Specials: [Store Link]
Cyber Monday ⌛ Cyber Monday is here! Get [X%] off sitewide. Shop now and save big: [Store Link]
CYBER MONDAY SALE! 🎉 Shop 'til you drop with our biggest discounts of the year. [Store Link]
🔥 Last chance for Cyber Monday deals! Grab your favorites at unbeatable prices. [Store Link]
Halloween 🎃 Halloween treats without the tricks! Check out our spooky sale: [Store Link]
No tricks, just treats at [Store Name] this Halloween. 👻 Shop now: [Store Link]
Boo! Scarily good deals this Halloween at [Store Name]. Shop if you dare: [Store Link]
Independence Day Celebrate the 4th of July with deals that sparkle. 💥 Check out [Store Name]: [Store Link]
🇺🇸 Independence Day Sale! Save big on our best sellers. Shop now: [Store Link]
🎆 Let's celebrate Freedom! Enjoy [X%] off this 4th of July. Shop at [Store Name]: [Store Link]
Labor Day 🛠 Labor Day Sale starts now! Shop hard, save harder: [Store Link]
🔨 Labor Day Savings! Take [X%] off sitewide. Shop now: [Store Link]
You've worked hard, now it's time to save hard. 💪 Labor Day sale at [Store Name]: [Store Link]
Memorial Day 🇺🇸 Celebrate Memorial Day with special savings! Shop at [Store Name] now: [Store Link]
Honoring the brave this Memorial Day. 🎖 Enjoy our special sale: [Store Link]
🔥 Memorial Day Sale is live! Get your summer must-haves now: [Store Link]
Mother's Day Make this Mother's Day memorable! 💖 Find the perfect gift for Mom at [Store Name]. Shop now: [Store Link]
Mother's Day is coming up! 🎁 Get her something special from our unique collection. [Store Link]
🌷 Show Mom your love with a special gift from [Store Name]. Check out our Mother's Day collection: [Store Link]
New Product Launch Introducing [Product Name] 🔥 The perfect addition to your collection. Check it out here: [Store Link]
🚀 Just landed! Our new [Product Name] is here! Get yours before they fly off the shelves! [Store Link]
The wait is over! 💃 [Product Name] is now available. Shop now: [Store Link]
New Year's Day Happy New Year! Start off with a bang with [X%] off. Shop now: [Store Link]
🎉 New Year, new deals! Kickstart 2023 with savings at [Store Name]: [Store Link]
🥳 Ring in the New Year with fantastic deals at [Store Name]. Check it out: [Store Link]
Sales and Promotions 📣 FLASH SALE! Grab your favorites at discounted prices. Hurry, the offer ends soon! [Store Link]
🔥 HOT DEAL ALERT! Save [X%] on all orders today only! Use code: SALE at checkout. [Store Link]
It's your lucky day! 🍀 All items are [X%] off! Shop here: [Store Link]
St. Patrick's Day 🍀 Feeling lucky? Score big this St. Patrick's Day with exclusive deals from [Store Name]. Shop now: [Store Link]
Go green this St. Paddy's Day! 🎩 Discover our special St. Patrick's Day collection: [Store Link]
Celebrate St. Patrick's Day with a pot of gold from [Store Name]! 🌈 Check out our festive deals: [Store Link]
Thanksgiving 🍂 Fall into savings this Thanksgiving. Shop our special collection: [Store Link]
Give thanks and save big! Check out our Thanksgiving deals at [Store Name]: [Store Link]
Give thanks and save big! Check out our Thanksgiving deals at [Store Name]: [Store Link]
Valentine's Day Celebrate love with [Store Name]! ❤️ Find the perfect gift for your Valentine: [Store Link]
🌹 This Valentine's Day, give your loved one something special from [Store Name]. Shop our Valentine's specials: [Store Link]
💝 Love is in the air, and so are savings at [Store Name]. Shop our Valentine's Day collection: [Store Link]

Get Started with E-commerce Marketing Automation

Now that you know the power of e-commerce marketing automation, you can get started right away. But you need a robust marketing automation tool by your side. 

Plivo CX is a top-notch e-commerce marketing automation platform that lets you attract your target audience. It provides end-to-end marketing automation from customer segmentation to creating personalized content and analyzing metrics to optimize your campaign. 

Plivo CX also comes with AI assistance to write content for you, so you don’t need a huge team to get started. When it comes to data security, the platform is GDPR, SOC2, HIPAA, and PCI-DSS compliant. 

Redefine your e-commerce marketing workflow with Plivo CX’s comprehensive automation. 

Book a demo today.

May 16, 2024
5 mins

7 Best eCommerce Marketing Automation Software in 2024

Find the best eCommerce marketing automation software for your business by comparing top platforms in the market.

e-commerce Marketing

Competing in eCommerce can feel like a David versus Goliath situation when you’re up against the big names with even bigger budgets. It’s tough for small to medium-sized shops to make every marketing dollar count without the deep pockets of larger rivals.

This often leaves you feeling outpaced and overshadowed, struggling to make a mark and turn browsers into buyers. 

Thankfully, there are top-notch marketing tools tailored for smaller businesses that level the playing field. These tools help stretch your budget further, allowing you to connect with customers more personally and drive meaningful sales. 

In this post, we will cover the top eCommerce marketing automation software, the benefits of using one, and how you can identify the right tool for your business. 

What Is Ecommerce Marketing Automation?

eCommerce marketing automation involves using a tool to automate manual and repetitive marketing tasks. Beyond automation, eCommerce automation software helps you integrate multiple marketing channels like email, SMS, WhatsApp, and in-app notifications into one platform. 

Combining all channels and data into one platform allows you to make strong data-driven decisions to optimize your marketing strategies.

4 Benefits of Ecommerce Marketing Automation

Now, let us go over some of the key benefits of ecommerce marketing automation: 

1. Improves marketing team productivity 

According to an Adobe report, 98% of marketers suggest that marketing automation is important or extremely important to success. 

And why not? It comprehensively automates routine tasks and increases overall productivity. 

HubSpot's data shows that 72% of business leaders saw productivity gains after implementing AI and automation. This allows your marketers to tackle bigger strategic challenges rather than get bogged down in the day-to-day grind.

2. Supports omnichannel marketing

With eCommerce automation, you can support multiple channels, meet customers where they are most active, and provide a consistent customer experience at every touchpoint. 

3. Provides customer insights and boosts personalization

79% of buyers are more likely to purchase a product from a brand that offers personalized experiences. Brands are already addressing all the aspects of great personalization, including centralized customer data. 

Having all the data in one platform provides better customer insights to personalize the marketing efforts and improve strategy.

4. Boosts return on investment (ROI)

With automation, you can regularly nurture leads, leading to increased conversation. It optimizes the overall marketing spend. 

71% of businesses report a positive ROI on using automation.

7 Best Marketing Automation for Ecommerce

Here are the top picks of marketing automation tools you can leverage: 

1. Plivo CX

Plivo CX boosts your marketing efforts with advanced automation, personalized campaigns, and deep analytics. The best part is that it is also extendable to customer support teams, so you can bring entire customer data into one platform. 

Features:

  • Campaign management: With Plivo CX, you can build relationships with your contacts by planning personalized SMS, MMS, Email (upcoming), and WhatsApp (upcoming) campaigns. 
  • API support: Plivo CX offers API support to import contacts and manage opt-outs (upcoming). 
  • Pre-defined templates: You can leverage existing templates to expedite the creation and execution of campaigns.
  • AI support: With AI, you can auto-create and iterate your campaign content in minutes.
  • Integrations: You can integrate Plivo CX with Shopify, Zoho, Freshdesk, Salesforce, Zendesk, HelpScout, Hubspot, Zapier, etc, and easily fit into the entire ecosystem.
  • Reporting: Avail insights from customer interactions to make data-driven decisions.
  • Customer service support: You can also take advantage of the Plivo CX service module to handle interactions with customers via chatbots (AI-supported), live chat, voice, SMS, and WhatsApp.
  • Compliance: Plivo CX is compliant with data protection standards like GDPR and CCPA

Pricing:

Free trial available with limited features. Paid plans for marketing engagement start at $19 per month, and details of Enterprise plans are available on request.

Pros:

  • Integrates both marketing and customer functions into a single platform and provides centralized data
  • Supports all key channels: SMS, email, AI-powered live chat, voice, and WhatsApp 
  • Affordable pricing
  • High deliverability rate as Plivo has its messaging network

Cons:

  • Currently works for Shopify eCommerce brands only

What do Plivo users say?

Source: G2
 Source: G2

2. Klaviyo

Klaviyo is an ecommerce marketing automation platform that automates marketing efforts for eCommerce businesses. It stands out for its smart segmentation, omnichannel support, and data consolidation.

Features

  • Campaign management: You can build customized marketing campaigns for email, SMS, and push notification channels. 
  • API support: Klaviyo offers API support for importing data. 
  • Pre-defined templates: You get built-in templates for email, SMS, forms, and automation.
  • AI support: Klaviyo AI helps you find the best time to email customers and display the time to show forms.
  • Integrations: You get 300 pre-built integrations for marketing, shipping, sales, loyalty, and subscription programs.
  • Reporting: Visualize data for all your digital marketing campaigns in one view.
  • Compliance: Klaviyo is compliant with data protection standards like GDPR and CCPA. 

Pricing:

Free trial available with limited features. Paid plans start at $45 per month, supporting 15,000 email credits and 150 SMS credits.

Pros:

  • Extensive features and integrations 

Cons:

  • Expensive for small and mid-size companies
  • Users complain of slowness in the platform.

What do Klaviyo users say?

Source: G2
  Source: G2

3. Omnisend

Omnisend is an omnichannel marketing automation platform built for eCommerce businesses. It is an all-in-one marketing automation solution supporting SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ad integrations.

Features:

  • Campaign management: With Omnisend, you can bring multiple marketing channels to one platform: SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ads.
  • API support: You get AI support to write personalized emails, predict customer behavior, and analyze campaign data.
  • Pre-defined templates: You can use existing templates for emails, landing pages, notifications, and forms.
  • AI support: With AI features, you get support to write personalized emails, predict customer behavior, and analyze campaign data.
  • Integrations: Omnisend offers 130+ integrations with marketing, automation, Customer relationship management (CRM), and eCommerce platforms.
  • Reporting: You can find detailed revenue and engagement reports of campaigns.
  • Compliance: Omnisend is compliant with data protection standards like the GDPR, CCPA, and Telephone Consumer Protection Act (TCPA).

Pricing:

Free trial available with limited features. The standard plan starts at $16 per month for 500 contacts and 6,000 emails. For more contacts, pricing is available on request. 

Pros:

  • Excellent customer support
  • Fully integrated with all major eCommerce platforms–no third-party connectors required
  • Easy to use

Cons:

  • Limited pre-defined templates
  • Slight learning curve

What do Omnisend users say?

  Source: G2
Source: G2

4. Braze

Instead of positioning itself as a marketing automation platform, Braze calls itself a customer engagement platform. It engages customers with personalized messages via email, SMS, push notifications, and in-app messaging.

Features:

  • Campaign management: Braze supports all the usual marketing channels, such as SMS, MMS, Email, and WhatsApp campaigns. It also supports in-app messaging and push notifications.
  • API support: Can use API to export data, send messages, and connect Braze with other platforms. 
  • Pre-defined templates: Benefit from pre-defined templates with a media library, content ideas, color profiles, CSS templates, and more.
  • AI support: Get AI support to create/edit content and generate images. 
  • Integrations: 140+ integrations are available for messaging, analytics, and top eCommerce platforms.
  • Reporting: Get automated reports to track campaigns, understand user behavior, and optimize future marketing strategies.
  • Compliance: Compliant with data protection standards like the GDPR, CCPA, and SOC2. 

Pricing:

  • Not mentioned on their website.

Pros:

  • User-friendly interface
  • Supports in-app messaging and push notifications beyond usual marketing channels.

Cons:

  • Limited reporting features. 

What do Braze users say?

Source: G2
 Source: G2

5. Avada

Avada is a marketing platform designed for eCommerce businesses, especially Shopify brands. It enables omnichannel marketing by supporting various channels, including email marketing, SMS, push notifications, and WhatsApp. 

Features:

  • Campaign management: Avada supports all the marketing channels, such as SMS, MMS, Email, WhatsApp, and push notifications. It currently doesn't support in-app messaging.
  • Pre-defined templates: Pre-made templates are available for email campaigns.
  • Reporting: Provides an app dashboard tracking all important KPIs: open rate, click-through rate, revenue, and conversion rate.
  • Compliance: Compliant with data protection standards like the GDPR, CPRA, SOC2, and PCI-DSS. 

Pricing:

  • Free trial up to 14 days. Advanced plans start at $47 per month.

Pros:

  • Excellent customer support

Cons:

  • Limited customization options.

What do Avada users say?

Source: G2
Source: G2

6. Mailchimp

Mailchimp is a popular email marketing software with automation features to drive personalized marketing messages. It has now expanded to SMS, WhatsApp, push notifications, and in-app messaging.

Features

  • Campaign management: You can build customized marketing campaigns for email, SMS, WhatsApp, push notifications and in-app messaging 
  • API support: Mailchimp offers API support to import data and automate campaigns. 
  • Pre-defined templates: Mailchimp has 100+ free and paid email templates.
  • AI support: Mailchimp AI helps you write email content and find the best time to email customers.
  • Integrations: You get 250 pre-built integrations with top eCommerce platforms, design, payment platforms, etc.
  • Reporting: You get campaign reports tracking open rate, click rate, click maps, revenue, etc. 
  • Compliance: Mailchimp is compliant with data protection standards like GDPR and CCPA.

Pricing:

The free plan has only 1000 monthly emails, and the premium plan has 500 contacts, 1,000 SMS credits, 6,000 monthly emails, starting at $40. 

Pros:

  • Extensive and easy-to-use email marketing capabilities  

Cons:

  • Limited design features for landing pages and email
  • Expensive for small and mid-size companies.

What do Mailchimp users say?

Source: G2
Source: G2

7. Sendlane

As a cloud-based marketing automation tool, Sendlane supports omnichannel marketing. While it started as an email marketing platform, it now supports SMS as well.

Features

  • Campaign management: You can design marketing campaigns for email and SMS channels. 
  • API support: Using Sendlane API, you can import customer data and track customer activity. 
  • Pre-defined templates: You get built-in email templates for win back, abandoned carts, loyalty programs, and more.
  • Integrations: You can integrate Sendlane with top eCommerce platforms.
  • Reporting: You get dashboards showcasing campaign details with revenue, open rate, top products, and more.
  • Compliance: Sendlane is compliant with data protection standards like GDPR and CCPA. 

Pricing:

For 500,000 email and SMS credits, the pricing would be $4,955 per month

Pros:

  • Excellent customer support
  • Good email deliverability

Cons:

  • Expensive for small and mid-size companies

What do Sendlane users say?

Source: G2
  Source: G2

What should you look for in eCommerce marketing automation tools?

Here are seven key factors to check in an ideal eCommerce automation platform:

  1. Ease of use: Is the platform user-friendly to adapt to, or will there be a big learning curve?
  2. Supported channels: Does the platform support your required channels?
  3. Automation capabilities: Does it have features to automate campaigns based on specific triggers?
  4. Integrations: Can it be integrated into your current tech stack?
  5. Pricing: Is the pricing in your budget?
  6. Customer support: How much is the turnaround time for customer support?
  7. Reporting and analytics: What automated reports are available?

Five eCommerce marketing automation strategies to boost sales

Let's evaluate how brands can leverage automation to boost sales:

1. Cart abandonment reminders

You can encourage the users to complete their pending purchases. Sometimes, this could be just a nudge. However, you can also create a sense of urgency with price drops and low inventory alerts. 

Cart abandonment with price drop alert by Columbia Sportswear brand
Source: ReallyGoodEmails

2. Automate customer feedback collection

Getting customer feedback on product and delivery experience is a key to more customer sales. As per a survey, 77% of shoppers specifically seek out websites with ratings and reviews. You can design automated campaigns that ask for customer feedback after every delivery. 

Customer feedback email from Myntra | Source: Author

3. Dynamic and personalize content

Another benefit of having eCommerce marketing software is you have ample data to personalize campaigns by:

  • Suggest products that are relevant to them
  • Giving offers on birthdays and anniversaries
  • Offer exclusive discounts for loyal customers

Personalized suggestions by Uncommon Goods, a gifting brand | Source: ReallyGoodEmails
Birthday offers by Adidas | Source: Pinterest

4. Win-back emails

You can rebuild relationships with customers who haven't opened the eCommerce app/website recently. It could be:

  • Offering exclusive discounts
  • Informing their most-purchased product is back in stock
  • Announcing new collection launches

Exclusive offers by a health brand | Source: ReallyGoodEmails

5. Loyalty programs

You can plan loyalty programs to build long-term relationships with your customers. Inside loyalty programs, customers can get exclusive discounts, offers, the first sneak peek into new product launches, etc. 

But how do you communicate to customers about loyalty programs? 

The answer is campaigns. Plan campaigns for the customers in the loyalty program to send updates, offers, launches, etc.

Update to customer on becoming an elite customer with exclusive perks | Source: Author

Automate your marketing workflow with Plivo CX

Plivo CX is not just a simple and affordable way to automate your marketing efforts; it's a versatile tool that extends seamlessly to your customer success team. 

This integration brings all your customer data together on one platform, allowing you to craft personalized campaigns that truly resonate.

Whether you’re a small team looking to grow or a larger entity seeking efficiency, Plivo CX is designed to scale with your needs, making it easier to connect with your customers impactfully.

Start a free trial and run your marketing campaigns on autopilot.

May 16, 2024
5 mins

6 Best ActiveCampaign Alternatives & Competitors

Tired of the clunky UI and high prices of ActiveCampaign? Find an ActiveCampaign alternative in our list.

e-commerce Marketing

If you’re looking for ActiveCampaign alternatives, chances are you’re tired of its clunky UI, high prices, and recurring bugs. Also, some integrations on ActiveCampaign —especially Typeform—can be difficult to use, and the platform has a lot of bugs that hinder your automation workflow. (link)

Source
Source

These limitations hamper your customer engagement and marketing efforts. That’s why we’ve compiled a list of ActiveCampaign alternatives that help you convert high-intent shoppers, retain your present customers, drive revenue from them, and build brand loyalty. 

In this blog post, we compare every feature, pricing, and integration to help you decide better. 

6 Best ActiveCampaign Alternatives 

1. Plivo CX

Source: Plivo CX

Plivo CX Engage is customer experience software for e-commerce brands that allows you to acquire, engage, and service your customers. The platform is suitable for end-to-end marketing campaigns and offers personalization options to connect deeply with your target audience. 

What makes it a great ActiveCampaign alternative?

  • One platform to manage the entire CX lifecycle - from acquiring and engaging to servicing
  • Text channels for customer support, retention, and engagement.
  • A personal delivery platform and network for direct carriers connects with multiple fallbacks and automatic failover
  • AI-assisted customizations and message templates 
  • Easy user interface

Why choose Plivo CX? 

  • The code-free segment builder lets you create laser-focused customer groups.
  • The “Journey” feature analyzes the customer journey to trigger communication so you always send the right follow-up message to the right person at the right time.
  • You can import contacts from Shopify, BigCommerce, and Magento stores.
  • Access AI-generated message suggestions based on your goals and urgency, customizable templates, and support for various channels like SMS, email and WhatsApp.  
  • Plivo CX ensures reliable message delivery and offers lower prices while directly working with carriers.  
  • You can automate your marketing campaigns by writing messages with AI, customizing them with variables, seeing real-time previews of how they will look on the recipient’s screen and scheduling them.
  • Use cart abandonment automation, back-in-stock alerts, and flash sales messages to engage with possible buyers. 
  • Seamless integration with Shopify, with advanced features such as journey building and event tracking.
  • Embedding chat in your app or use an AI chatbot to help your customers solve queries themselves in minutes  
  • Track your campaign performance with live dashboards and historical reports that share insights into average wait time, average handle time, average abandonment rate, active agents, and more. 

What’s the catch? 

  • The engagement capability is built for e-commerce brands and currently works only for Shopify stores
  • Plivo CX has many advanced features, so there’s a small learning curve

Pricing 

Plivo CX Engage offers several plans:

  • The free plan allows 300 SMS a month
  • Paid plans start from $19/month (and allow the brand to send 1500 texts a month).

Customer ratings & reviews 

G2: 4.5/5 (700+ reviews)

Capterra: 4.3/5 (80+ reviews) 

2. Omnisend

Omnisend is an e-commerce marketing platform that helps with sending emails, SMS, and push notifications. 

What makes Omnisend a great ActiveCampaign alternative? 

  • Easy user interface
  • Omnichannel marketing
  • Great customer service 

Why choose Omnisend?

  • Create branded and shoppable emails with images and customizable discount codes in minutes. 
  • Design campaigns with the drag-and-drop builder with dynamic content blocks, especially made for e-commerce stores.
  • Leverage customer profile data and shopping history to create segments based on average order value, purchase recency, and more.
  • Use sales dashboards with metrics like campaign reports and store revenue, and click maps to find the best-performing email templates and reuse them.
  • Employ omnichannel marketing, i.e., email, SMS, web notifications, Facebook ads, MMS campaigns and Google ads from one platform.  

What’s the catch? 

  • You don’t get segment-based reports.  (Link)
  • AI writing is only available to create the email subject line.

Pricing 

  • Basic plan: Free
  • Standard: $16
  • Pro: $59
Source: Omnisend

Customer ratings & reviews

3. Attentive

Attentive is an AI marketing platform that uses SMS and emails to help you connect with your target audience. 

What makes Attentive a great ActiveCampaign alternative?

  • The revenue calculator forecasts revenue based on existing traffic, average order value, monthly traffic, and conversion rates. 
  • Easy user interface
  • AI-assisted live agents to reply to customers 

Why choose Attentive?

  • Smart Sending and Quiet Hours pick the best times to send messages and avoid busy or night hours to avoid annoying customers.
  • LiveSMS lets customers engage with brands on-site. It uses customer data to provide real personalized support. 
  • Attentive Customer Passport acts as a card for each customer. It contains their contact information, activities, and attributes. 
  • Smart dashboards show list growth, message revenue, and customer engagement to monitor campaigns and A/B tests.  
  • Attentive provides a customizable kick-off plan to launch SMS campaigns. 

What’s the catch?

  • The email design is glitchy. (link)
  • Analytics is very basic. (link)
  • The price quickly goes up as you start using moderate features, making it expensive for small businesses. (link)

 Pricing 

  • Pricing isn’t available on request.

Customer review

  • G2 review: 4.8/5 (491 reviews)
  • Capterra review: No reviews 

4. Postscript 

Postscript is also an SMS marketing platform that helps you market your product through text messages. 

What makes Postscript a great ActiveCampaign alternative? 

  • Text channels for customer support, retention, and engagement on top of promotions
  • Offline lead generation with QR codes 
  • Text-to-join keywords 
  • Easy user interface

Why choose Postscript?

  • Pop-ups to collect new phone numbers and emails that are designed to match your brand aesthetics and offer incentives
  • Enables you to create unlimited text-to-join keywords and share them across various marketing channels. These keywords serve as valuable tools for tracking opt-ins. 
  • Seamlessly bridge online and offline interactions by generating unique QR codes for product packaging, signage, and other physical locations. With these QR codes, you can effortlessly convert in-person engagements into valuable SMS subscribers, expanding your reach and customer base.
  • Offers over 65 trigger events and more than 45 segmentation filters. The Intuitive Flow Builder uses these events to create SMS campaigns and automations. 
  • Opt-in forms to collect SMS subscribers at crucial touchpoints such as checkout pages, including popular platforms like Shopify, Recharge, and Carthook

What’s the catch? 

  • Postscript only provides SMS. (link)
  • Only Shopify integration (link)

Pricing 

  • Starter: Free ($0.015/SMS, $0.045/MMS + Carrier fees)
  • Growth: $100/month ($0.01/SMS, $0.03/MMS + Carrier fees)
  • Professional: $500/month ($0.007/SMS, $0.024/MMS + Carrier fees)
  • Enterprise: Custom pricing 

Source: Postscript

Customer ratings & reviews

  • G2 review: 4.9/5 (159 reviews)
  • Capterra review: No reviews 

5. Klaviyo

Klaviyo is SMS and email marketing software that manages conversations and helps you send personalized and relevant messages to your customers at the right time. 

What makes Klaviyo a great ActiveCampaign alternative?

  • Color-coded performance charts 
  • Predictive analytics 
  • AI customer segmentation
  • Dynamic web experience for customers 

Why choose Klaviyo?

  • Offers omnichannel marketing with SMS, emails, push notifications and reviews
  • Segments customers based on specific purchases, discount code usage, and predicted customer lifetime value using historical data, APIs, and native integrations
  • Offers a pre-built flow template that you can customize with your branding in a few clicks. Add triggers to these flows, and you can connect with your customers at the most relevant time. 
  • Visualizes all marketing data from multiple channels into one dashboard. You can also watch campaign performance by segment. 
  • Offers predictive analytics that can forecast the next order date, lifetime value, average time between orders, and churn risk. 
  • You can personalize page content based on site visitors' history and tailor pricing and promotions based on their behavior and preferences.

What’s the catch?

  • Too expensive for small businesses (link)
  • Subpar customer service (link)
  • Unnecessary features in some plans (link)
  • Steep learning curve; not beginner-friendly (link)

Pricing 

  • Starter: Free
  • Email: $45/month
  • Email and SMS: $60/month

Source: Klaviyo 

Customer review

6. Sinch MessageMedia

Sinch MessageMedia simplifies customer engagement by offering conversational messaging across various channels, including SMS, email, and chat. 

What makes Sinch Message Media a great Active Campaign alternative?

  • Integrates with CRM, marketing tools, ERP, and e-commerce tools
  • Easy user interface 

Why choose Sinch MessageMedia?

  • A unified inbox that lets you interact with their customers seamlessly
  • Offers robust audience segmentation, custom fields, and personalized SMS templates, allowing you to create highly relevant and engaging messages
  • You can send automated messages in bulk to reach a wider audience with minimal effort. 
  • Option to send messages from a dedicated number. You can use toll-free numbers and 10-digit long or short codes to deliver your messages effectively.
  • The platform offers robust reporting and analytics tools such as reporting dashboards, short trackable links, and mobile landing pages, allowing businesses to track engagement metrics and gain valuable insights into campaign performance.

What’s the catch?

  • Sometimes, the message delivery is slower than expected. (link)
  • Hubspot integration can be clunky. (link)

Pricing

  • Basic: $49/month
  • Conversations: $99/month
  • Pro: $249/month
Source: Sinch MessageMedia

Customer ratings & reviews

  • G2 review:  No reviews 
  • Capterra review: No reviews 

Pick The Best ActiveCampaign Alternative

These were the best alternatives to ActiveCampaign. If you want to make the switch immediately, try Plivo CX Engage. It offers easy UI, AI-assisted customizations, in-app customer service and fully customizable IVR with personalized automation. These features allow you to customize your promotions and convert your audience to customers. 

You can engage your customers with multiple channels, such as SMS, Whatsapp, and email. Additionally, you can service them via SMS, WhatsApp, email, voice, and live chat. Plivo CX helps segment and target the right customers at the right time, so your brand becomes their first choice whenever they think of buying. 

Let’s supercharge your marketing efforts with Plivo CX Engage. Check out Plivo now. 

May 15, 2024
5 mins

Verified Caller IDs: Trusted, Secure Outbound Calling with Plivo

Take your business communication to the next level with Plivo’s Verified Caller IDs. Authenticate outbound calls and build trust effortlessly.

Voice

Call spoofing is a growing challenge for businesses worldwide. This type of fraud involves the perpetrator using technology to make it look like they’re calling their target from a local number, a well-known company, a government agency, or even a real contact. The scammer then tricks their target into answering their calls and steals their personal information or money.

Call spoofing is a global problem: it’s estimated that Americans alone lost an estimated $87 billion to phone scams last year. It’s also damaging to legitimate businesses who often suffer reputational and financial losses when a scammer impersonates their brand.

Plivo’s introduction of the Verified Caller ID feature is designed to tackle security challenges by bolstering the platform’s security measures. The Verified Caller ID feature plays a pivotal role in enhancing the authenticity of outbound calls made within Plivo’s ecosystem. By authenticating and verifying caller numbers, businesses can establish a more credible presence through Plivo. This feature is especially beneficial for resellers, adding an extra layer of authentication that strengthens security throughout the communication landscape.

How do Verified Caller IDs work?

A spoofed caller ID is when someone alters the information displayed on their caller ID to make it look like they’re calling from a different number or even a different name than they are. It’s like wearing a disguise for their phone number.

With Verified Caller ID, Plivo ensures that calls are placed using authorized numbers and caller IDs, thereby preventing any calls originating from unknown caller IDs. Notably, if the number is rented or ported to Plivo, caller ID verification is bypassed as Plivo already authenticates these numbers. However, this verification step becomes essential only if a customer wishes to use their own non-Plivo number for making outbound calls. Here’s how the verification process works at a high level.

  1. Add Number: Include a number you intend to utilize as an outbound caller ID within the verified caller ID screen on the Plivo Console or through API integration.
  2. Authentication: Plivo will send a one-time passcode using SMS or voice.
  3. Confirmation: Enter the code to prove you have control of the number.
  4. Verification: Once your phone number is verified, you can use it as the caller ID when you make calls

Plivo makes it easy to verify your number. You can verify your numbers with Plivo using the Plivo console, APIs, and SDKs.

Get started with Plivo Verified Caller ID

Plivo’s Verified Caller ID is built to seamlessly integrate into your existing workflow. We make it easy to verify your numbers quickly and reliably using the console, REST APIs, and SDKs. Learn more about the verification process in our FAQs, guide and API reference.

May 1, 2024
5 mins

7 Klaviyo Alternatives To Boost Your E-commerce Business in 2024

Discover the top Klaviyo alternatives for e-commerce marketing automation in 2024. Get a quick overview of the features, pros, and cons of each alternative.

e-commerce Marketing

While Klaviyo has all the much-needed features for e-commerce businesses, it's not a good fit for everyone.

Firstly, it's expensive. Michele V, a Klaviyo user, says, "Recent price increase is making it hard for smaller businesses to enjoy Klaviyo's services. Many smaller e-commerce businesses find Klaviyo too expensive."

Then, it's not easy to understand and use. Jasmine M, another Klaviyo user, says, "The learning curve of the platform is really steep. Before using the platform seamlessly and getting effective data outputs for analysis, I had spent enough time understanding the platform by going through different videos and document files related to it."

Lastly, its customer support is not extensive. Chin J, a small business user, speaks of limited customer support in case of issues. 

So, what are the possible Klaviyo alternatives? In this post, we have listed the top 7 alternatives to Klaviyo, highlighting key features, pricing, pros, and cons. 

1. Plivo CX

Plivo CX is a complete customer engagement and support platform handling all customer touchpoints with your business. You can launch marketing campaigns to acquire & engage your customers and also service them. The capability to integrate both marketing and customer support into one platform makes Plivo CX the best Klaviyo alternative.

Key highlights:

Target audience Small and medium-sized business (SMB) and mid-market
Free trial Yes, with all features
Paid plans Business plans for marketing engagement start at $19 per month.
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Yes
Email campaigns Upcoming
WhatsApp campaigns Upcoming
Push notifications No
In-app messaging No
API Yes
Integrations All key integrations like Shopify, Zoho, Freshdesk, Salesforce, Zendesk, HelpScout, Hubspot, Zapier, etc., are available.
Automation workflows/User journey creation Can trigger SMS or MMS upon a specific storefront action and automate customer journey
Pre-defined templates Suggested templates for common and popular marketing messages
AI support Get AI support to draft messages and identify the right time to send messages.
Reporting Get insights from customer interactions to make data-driven decisions
Extendable to the customer service team Yes, it can be used to handle interactions with customers via chatbots (AI-supported), live chat, voice, SMS, and WhatsApp.
Compliance GDPR, CCPA, SOC2, PCI-DSS and HIPAA compliant

Pros:

  • Brings both marketing and customer service into a single platform
  • Supports all key channels: AI-powered live chat, voice, SMS, and WhatsApp 
  • Affordable pricing
  • High deliverability rate as Plivo has its own messaging network.

Cons:

  • There could be a slight learning curve while exploring all the features
  • Currently works for Shopify e-commerce brands only

2. Braze

Braze is a customer engagement platform that enables businesses to create personalized and effective marketing campaigns. It makes omnichannel marketing possible by integrating all major marketing channels, such as email, SMS, push notifications, and in-app messaging, into one platform.

Key highlights:

Target audience Small or medium-sized enterprises to large enterprises
Free trial Yes, up to 30 days
Paid plans Not transparent about pricing
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Yes
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging Yes
API Can use API to export data, send messages, and connect Braze with other platforms
Integrations 140+ integrations with messaging, analytics, and top e-commerce platforms
Automation workflows/User journey creation Can set up automated campaigns triggered by specific events or actions taken by users
Pre-defined templates Pre-defined templates with media library, content ideas, color profiles, CSS templates, and more
AI support Get AI support to create/edit content and generate images
Reporting Get automated reports to track campaigns, understand user behavior, and optimize future marketing strategies
Extendable to the customer service team Not designed for handling customer service
Compliance GDPR, CCPA, and SOC2 compliant

Pros:

  • User-friendly interface
  • Extensive features for marketing

Cons:

  • Limited and difficult-to-use reporting features 

3.Omnisend

Omnisend is an email marketing and SMS automation platform for e-commerce businesses to engage with customers. With Omnisend, you can send personalized messages to customers to boost their shopping experience. 

Key highlights:

Target Audience SMB
Free trial Yes, with limited features
Paid plans The standard plan starts at $1,456 per month for 150,000 contacts. For more contracts, pricing is available on request
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Not mentioned on the website
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging No
API Can use API to create/update contacts, send marketing messages, and connect Omnisend with other platforms
Integrations 130+ integrations with marketing, automation, Customer relationship management (CRM), and e-commerce platforms
Automation workflows/User journey creation Create and send automated emails based on customer-based triggers
Pre-defined templates Templates for emails, landing pages, notifications, and forms
AI support AI support to write personalized emails, predict customer behavior, and analyze campaign data
Reporting Detailed revenue and engagement reports of campaigns
Extendable to the customer service team No
Compliance GDPR, CCPA, and TCPA compliant

Pros:

  • Excellent customer support
  • Easy to use

Cons:

  • Limited pre-defined templates

4. Attentive

Attentive, one of Klaviyo competitors, is a personalized messaging solution for businesses. It enables businesses to engage with their audience through SMS and email campaigns.

Key highlights:

Target Audience SMB, Mid-market, and Enterprises
Free trial Yes
Paid plans Pricing isn't available on the website
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns Yes
WhatsApp campaigns No
Push notifications No
In-app messaging No
API API can be used to manage subscriptions, save subscriber attributes, and send personalized text messages.
Integrations 100+ integrations with top e-commerce, CRMs, data platform, etc
Automation workflows/User journey creation Get prebuilt journeys and also create customized journeys to trigger SMS/Email on specific user action.
Pre-defined templates Pre-defined templates for sign-up units, welcome journey, etc
AI support AI support to write messages, optimize, and personalize campaigns
Reporting Automated reports to track most important metrics like subscriber growth, attributed revenue, daily message cost, etc
Extendable to the customer service team No
Compliance TCPA, CTIA, GDPR, and CCPA compliant

Pros:

  • Excellent customer support

Cons:

  • Limited integrations. Currently, it doesn't support many email providers and CRMs. 
  • Pricing is on the higher side.

5. Postscript

Postscript is an SMS marketing platform helping e-commerce brands, particularly Shopify brands, build strong customer relationships through SMS campaigns. 

Key highlights:

Target Audience SMB
Free trial Yes, up to $1,000 credit for 30 days.
Paid plans Starter plans are available at $25 per month, and professional plans start at $500 per month.
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns No
WhatsApp campaigns No
Push notifications No
In-app messaging No
API Offers API support to integrate with other platforms and automate processes related to subscriber engagement and campaign management
Integrations 75+ integrations with automation platforms, email service providers, analytics platforms, etc.
Automation workflows/User journey creation Can set up automated messaging sequences to deliver targeted messages based on user behavior
Pre-defined templates Templates available for designing campaigns
AI support No
Reporting Analytic reports on subscriber engagement, campaign effectiveness, and revenue generated
Extendable to the customer service team No
Compliance TCPA, CTIA, GDPR, and CCPA compliant

Pros:

  • Affordable solution

Cons:

  • Limited integrations to fit into the complete tech stack

6. Automizely

Automizely is an email and text marketing platform that helps brands automate their campaigns. It currently targets Shopify, Magento, and WooCommerce brands.

Key highlights:

Target Audience Mid-market
Free trial Yes, up to 7 days
Paid plans Pro plan start at $25 per month
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns Yes
WhatsApp campaigns No
Push notifications No
In-app messaging No
API API support for dropshipping management, e-commerce integration, and more. Not for SMS campaigns.
Integrations 70+ integrations with e-commerce, marketing automation, dropshipping, CRM, and analytics platforms
Automation workflows/User journey creation Not mentioned on the website
Pre-defined templates Ready-to-edit emails
AI support Mentioned for some features on the website. But not for SMS.
Reporting Get key metrics like impressions, revenue, and more.
Extendable to the customer service team No
Compliance GDPR and SOC 2 compliant

Pros:

  • AI-powered personalization for campaigns 

Cons:

  • Limited advanced features.

7. Avada

Avada, another Klaviyo competitor, is a marketing platform for Shopify brands. It supports campaigns on email, SMS, push notifications, and WhatsApp channels.

Key highlights:

Target Audience SMB
Free trial Yes, up to 14 days
Paid plans Advanced plans from $47 per month
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Not mentioned on the website
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging No
API Not mentioned on the website
Integrations Not mentioned on the website
Automation workflows/User journey creation Option to create workflows that are triggered based on different customer behaviors such as abandon cart, subscribe newsletter, purchase, inactive, etc.
Pre-defined templates Pre-made templates available for email campaigns
AI support Not mentioned on the website
Reporting Has an app dashboard tracking all important KPIs: open rate, click-through rate, revenue, and conversion rate.
Extendable to the customer service team No
Compliance GDPR, CPRA, SOC2, and PCI-DSS compliant

Pros:

  • Excellent customer support

Cons:

  • Limited customization options.

Ready to make a switch?

If you are looking for a complete solution to bring your entire customer outreach, marketing, and customer service into one platform, Plivo CX Engage is your solution.

Book a demo today!

Apr 16, 2024
5 mins

The 6 Best SMS Marketing Platforms For Your Shopify Brand

This guide will help your e-Commerce business identify the best SMS marketing platforms, compare features, and find the best solution to engage your audience.

SMS Marketing

Are you searching for the perfect SMS marketing platform to take your ecommerce business’s communication to the next level? Studies have shown that 45.9% of e-commerce businesses use SMS marketing as a pivotal aspect of their marketing strategies. 

While there are numerous powerful SMS marketing platforms available, it can be challenging to find the right SMS campaign tool that will seamlessly deliver high engagement, effective integration with your existing marketing automation systems, and streamlined workflows. 

This article will explore the features, pricing structures, and use cases of some of the most popular SMS marketing platforms currently available and how your Shopify brand can choose the solution that will transform your SMS marketing strategies from a communication strategy to a revenue-boosting powerhouse. By the end of this detailed guide, you will be empowered to choose the right tool that is customized to your business’s long-term goals and technical setup.  

The Top 6 SMS Marketing Platforms For Shopify Businesses

1. Plivo CX Engage

Plivo CX Engage has a powerful SMS marketing platform that can help your brand leverage audience segmentation, messaging capabilities, and campaign management. Your business doesn’t need multiple tools to manage, acquire, engage and service your customers. Plivo CX Engage is a single platform that Shopify brands need to manage their customer experiences and operations while keeping costs low. 

Plivo CX Engage Best Features:

  • Use “Journeys” to track user activity on the storefront and automatically trigger customer journeys
  • Group your customers based on demographic data and specific characteristics
  • Import contacts from numerous different sources
  • Access AI-generated message suggestions, customizable templates, and support for various SMS channels 
  • Seamless integration with Shopify, with advanced features such as journey building and event tracking
  • WhatsApp marketing to build customized outbound campaigns
  • Easily upgrade to provide customer service from the same platform 
  • Global messaging coverage and high reliability 

Plivo CX Engage Limitations

  • Designed for e-commerce brands and currently only works for Shopify stores
  • Businesses in highly regulated industries may need to still monitor and evaluate regulatory requirements for their sector.

Plivo CX Engage Pricing

  • Plivo CX’s customer service solutions range from $0.0095 - $0.013 per SMS and $0.029 - $0.039 per MMS. 

Plivo CX Engage Ratings and Reviews

  • G2: 4.5/5 (724 reviews)
  • Capterra: 4.3 / 5 (83 reviews)

2. Klaviyo

Klaviyo is an SMS marketing app and tool that is designed to help small and medium-sized businesses use cross-channel SMS marketing to increase customer retention and e-commerce revenue. It contains over 300 integrations and supports plans for efficiency campaign delivery. 

Klaviyo Best Features

  • Test different versions of SMS messages using A/B testing to determine which is more likely to perform better.
  • Segment your audience based on different demographic criteria to send more targeted messages.
  • Send and receive SMS messages with your leads and customers.
  • Customize your brand’s SMS messages using customer information such as historical purchase behavior, name, and location.

Klaviyo Limitations

  • Klaviyo has a limited free plan, which only allows users to send 150 SMS messages per month, which is not sufficient for growing Shopify brands.
  • Its advanced features may be overly complex and difficult to understand, especially for brands without prior experience with SMS automation tools. These advanced features also require users to contract an agency to adopt them. 

Klaviyo Pricing:

  • Depending on the number of contacts your business needs to contact on a monthly basis, Klaviyo’s monthly pricing can vary from $45 to $3,870 per month. 

Klaviyo Ratings and Reviews

  • G2: 4.6/5 (1014 reviews)
  • Shopify App Store 4.0/5 (1,861 reviews)

3. Attentive

Attentive specializes in conversational SMS solutions that allow businesses to send product updates, promotional offers, and more. It is equipped with more than 100 integrations and is popular for its customer service solutions. 

Attentive Best Features

  • Send targeted SMS messages to communicate product updates and announcements.
  • Have two-way conversations with your potential and existing customers through SMS.
  • Set up automated SMS messaging timelines based on specific customer behavior. This can include welcome messages, order updates, and more. 

Attentive Limitations

  • Attentive smart-sending time period is 8 hours. This means that SMS contacts who have received a message from your brand within the previous 8 hours will be skipped. This can limit the total number of messages you are able to send a customer or lead per day.
  • This platform has limited customization options, particularly for its free plan.

Attentive Pricing

  • Pricing information is not publicly available.

Attentive Ratings and Reviews

  • G2: 4.8/5 (482 reviews)
  • Shopify App Store 3.7/5 (21 reviews)

4. Postscript

Postscript is a Shopify-integrated SMS campaign tool designed to help e-commerce platforms execute their SMS marketing strategies. It offers four distinct plans with varying features and platform fees. 

Postscript Best Features

  • Grow your subscriber list efficiently to be able to send the right message to specific customers at the right time. 
  • Build campaigns and add external media.
  • Set up automation to increase efficiency. 
  • Integrate SMS strategies with email, loyalty programs, and reviews. 

Postscript Limitations

  • Postscript has a limited number of custom fields that users can use.
  • This platform uses a credit pricing system, which means that international SMS require additional credits.

Postscript Pricing

  • Postscript offers four distinct tiers of pricing plans. The first tier is free with limited features. The other three tiers include various services such as customer success management, onboarding, support channels, and more. 

Postscript Ratings and Reviews

  • G2: 4.9/5 (159 reviews)
  • Shopify App Store 4.9/5 (1937 reviews)

5. Omnisend

Omnisend is an SMS marketing solution popular for its effective customer service and intuitive user interface. One of its most unique features is its seamless migration from competitors such as Klaviyo and Mailchimp.

Omnisend Best Features

  • Resend SMS campaigns without manual interference.
  • Use pre-configured SMS messages, subject lines, and workflow settings.
  • Leverage two-way SMS communication with contacts.

Omnisend Limitations

  • Omnisend’s free plan only allows users to send up to 60 SMS messages per month.
  • This platform lacks the advanced automation features present in other SMS marketing tools.

Omnisend Pricing

  • Depending on the number of contacts your Shopify brand has, the pricing of this platform can vary from $59 per month to $1914 per month. 

Omnisend Ratings and Reviews

  • G2: 4.5/5 (849 reviews)
  • Shopify App Store 4.8/5 (5502 reviews)

6. Recart

Recart is an SMS platform that focuses on helping Shopify businesses access efficient SMS marketing services. It is popular for being relatively more cost effective than other SMS marketing solutions.

Recart Best Features

  • Set up automated campaigns that send messages based on triggers and pre-defined schedules
  • View real-time analytics for your Shopify SMS marketing campaigns. 
  • Leverage AI tools to develop and improve SMS content
  • Take advantage of stringent regulatory compliance measures.

Recart Limitations

  • Recart does not provide users with the ability to track customer journeys. 
  • Recart is only available for Shopify ecommerce stores.
  • Recart’s SMS features are only available through a bundle with its email marketing solutions. This is not ideal for businesses with established email marketing strategies and tools.

Recart Pricing

  • Recart’s starter 3-month plan starts at $345 per month and can go up to $1149 per month.

Recart Ratings and Reviews

  • G2: 4.3/5 (6 reviews)
  • Shopify App Store 4.8/5 (5477 reviews)

How to Choose an SMS Marketing Platform

1. Define Your Objectives

Before you choose from the available SMS marketing solutions available in the market, you need to decide if the platform you select aligns with your brand’s short-term and long-term goals. 

Is your primary goal to increase Shopify leads or to retain your existing customers? How often do you plan to use the platform? Digital transformation goals and the right SMS marketing software can help your business achieve are improving employee experiences, improving scheduling, optimizing reporting and more. 

Researching common objectives pursued by businesses using such marketing platforms can aid you in two ways:

  1. Connecting to an objective if you already have one in mind.
  2. Borrowing an objective if you haven't defined one yet.

Research has shown that 29.46% of companies have cited efficiency as their main goal for purchasing operational software. From increasing website visits to your e-commerce platform to shortening your sales team response time, setting specific and measurable goals will help you decide which SMS campaign tool is the right fit.  

2. Evaluate Features and Functionality

What will your business be using the SMS platform for? Will you use it to send abandoned cart reminders or to update your customers about order and delivery statuses? Only 13% of businesses allow customers to respond to SMS messages? Is this one of your business’s priorities?

Common features and use cases for your ideal SMS marketing platform include: 

  • Segmentation and Targeting
  • Opt-out management 
  • Analytics and reporting 
  • Abandoned cart emails

Once you know what the various use cases for your ideal SMS platform are, you will be able to select a tool that provides the capabilities to achieve your long-term objectives. 

Prepare a list of features and functionalities that your business needs to achieve your overall SMS marketing goals. What features will make or break your Shopify brand’s success in the long term? You should also consider the level of support that each platform provides and to what degree each tool is able to operate without requiring manual intervention. 

This step will help you compare the features and pricing that each solution provides and choose one that aligns best with your exact needs and preferences. 

3. Assess Your Budget

The pricing of different SMS marketing software can vary significantly based on different subscription plans and available features. Consider the scale and exact requirements of your Shopify brand, as well as the features you need to drive successful SMS marketing campaigns. 

Retail e-commerce brands can experience a return of up to 300% on their investment in SMS marketing. Specify your business’s available budget and narrow down available SMS platforms based on different price ranges. 

Consider these factors to create a budget that drives results:

  1. Brand Size: SMS marketing budgets typically vary depending on your business stage. Smaller brands might allocate a smaller percentage of their marketing budget to SMS, while larger brands with established audiences may dedicate a higher percentage.
  2. Campaign Goals: Are you focused on driving sales, increasing customer engagement, or promoting brand awareness? Understanding your goals will help you prioritize features within your chosen SMS platform.
  3. Target Audience Size: The number of subscribers you have directly impacts your budget. Platforms often offer tiered pricing based on subscriber volume.

Here's a breakdown of how budget allocation might differ based on brand size:

  1. Emerging Brands: Focus on core features like sending basic text messages and managing subscriber lists. Look for cost-effective platforms with pay-as-you-go options or low monthly fees.
  2. Growing Brands: As your audience expands, consider features like segmentation, automation, and analytics. Look for platforms with features that support growth and budget for a mid-tier subscription plan.
  3. Established Brands: Prioritize advanced features like two-way messaging, rich media messaging (MMS), and integrations with other marketing tools. Invest in a premium platform with robust features to maximize campaign effectiveness.

By understanding these factors, you can narrow down your SMS platform options based on features and price range, ensuring you get the most value for your budget.

Start SMS marketing with Plivo CX Engage 

Plivo CX Engage is a powerful SMS marketing software that can provide your Shopify brand with everything it needs to achieve tangible success through SMS marketing. Our platform is equipped with powerful and industry-leading features such as customer segmentation, AI-generated messages, intelligent SMS sending, and much more. 

Partnering with Plivo CX Engage for your SMS marketing needs will help you communicate with existing contacts, grow your marketing list, scale and optimize lead generation cycles, and more. This will help your e-commerce business craft and deliver powerful messages that leave a long-lasting impact on your audience and translate to increased revenue. 

Ready to finally use the best SMS marketing tool currently available? Book a demo to learn more about Plivo CX Engage’s powerful features and capabilities.

Apr 10, 2024
5 mins

10 Best Intercom Alternatives Reviewed

Exploring Intercom alternatives for your customer support team? Here are the 10 best tools in the market.

Customer Service

The ability to swiftly and effectively support customers is paramount for business success. An efficient customer support team improves brand reputation, boosts customer retention, generates referrals, and increases long-term profitability.

Intercom is a popular AI-driven customer service solution. Apt for large enterprises, SMBs, and startups, and has features like AI chatbots and automation, CRM integrations, custom agent workspaces, and robust knowledge base creation. 

Despite its many advantages, Intercom’s effectiveness depends on factors such as the size of your customer support team, short-term and long-term goals, and budget. Intercom might not be the right solution for every business and falls short in many areas:

  • Does not offer enhanced monitoring and supervision capabilities
  • Fails to deliver the expected level of customer support
  • Does not integrate with home-grown systems
  • Pricing can be prohibitive, especially as the number of agents increases

As a customer service operations manager, keep reading if you're well aware of Intercom’s limitations and looking for alternatives in the market that align with your customer service goals. 

This blog post delves into 10 Intercom alternatives, their features and limitations, and pricing plans to help you find the best fit for the job.

What are the key features to consider in Intercom alternatives?

When reviewing your options:

  • Look for transparent, scalable pricing solutions to fit your budget without sacrificing quality
  • Choose a tool known for its intuitive interface, user-friendly design, and customization options
  • Consider whether a platform specializes in your industry or offers niche-specific features
  • Identify essential features you genuinely need without being overwhelmed by unnecessary functionalities
  • Evaluate the level of support provided, including availability, responsiveness, and resources like knowledge bases

10 Top Intercom Alternatives to Consider 

1. Plivo CX Service

Plivo CX Service is a cloud contact center solution that elevates customer service with AI. It allows you to integrate email, voice, live chat, SMS, email, and WhatsApp into a single platform—working multiple channels to support your customers simultaneously.

Powered by Plivo, it offers reliable calling and messaging capabilities, enhancing agent productivity and enabling real-time coaching opportunities.

Plivo CX Service reduces the need for live agents by over 50% with OpenAI-powered chatbots, making it a strong contender for Intercom alternatives. What sets it apart as the best Intercom alternative is the easy-to-use web-based application for Mac and Windows, a drag-and-drop customer journey builder, and local and toll-free numbers in 50+ countries. 

Plivo CX Service best features

  • Allows you to use customer data to automatically route customers to the most appropriate agents with Contacto Voice; also enables self-select for quicker routing, shorter wait times, and faster resolution 
  • Enables agents to send a photo or link while on a call to the customers with Contacto SMS/text messaging; resolves issues faster
  • Contacto Whatsapp helps deflect common questions to automated responses with powerful bots in WhatsApp
  • Natively integrates live chat with your mobile app to help your agents give the best response every time with snippets using Contacto Live Chat

Plivo CX Service limitations

  • Does not have features related to quality assurance and workforce management 
  • Does not have a mobile version for support agents

Plivo CX Service pricing

  • Growth: $32/user/month
  • Business: $59/user/month
  • Enterprise: Custom pricing 

Plivo CX Service ratings and reviews

  • G2: 4.5/5 (700+ reviews)
  • Capterra: 4.3/5 (80+ reviews) 

Plivo CX Service is best suited for

Midsize businesses looking for a scalable and affordable solution for SMS messaging and telephony services

2. Cloudtalk

Cloudtalk is a VoIP business calling solution used by sales and support teams that automates workflows and increases your team’s calling efficiency and performance with built-in analytics.

Moreover, your customer support team can speak to the callers first and determine what they need, routing them based on agent skills, custom fields, and CRM or helpdesk info.

This Intercom alternative operates in 160+ countries, allowing you to improve your pick-up rates by making local calls from anywhere globally.

Cloudtalk best features

  • Helps agents structure their calls with customizable notes, call scripts, and questionnaires
  • Allows labeling phone calls and tracking metrics like interactions, goals, and outcomes
  • Disconnects and blacklists unwanted spam calls immediately

Cloudtalk limitations

  • Unstable performance noticed in the Cloudtalk iOS app, widespread crashes in using features like "callback"
  • Difficult to access live support due to time zone differences
  • Customer service is supported only through voice channels

Cloudtalk pricing

  • Starter: $25/user/month
  • Essential: $30/user/month
  • Expert: $50/user/month
  • Custom: Custom pricing 

Cloudtalk G2 rating

CloudTalk is best suited for

Small teams with basic call routing needs, customer service centers, and sales teams

3. Avaya

Avaya’s Experience Platform is a cloud contact center solution that supports customer communication across multiple touchpoints, from voice and video calls to chat messaging.

It gives your agents a 360-degree view of the customers from both your on-premises and cloud interactions. This Intercom alternative offers a simple, flexible, secure cloud experience with worry-free upgrades, support, and administration. 

Avaya is used by businesses in the healthcare, education, financial services, and public sectors for their remote contact centers to manage customer interactions. 

Avaya best features

  • Flexible cloud deployment models match varying business needs, whether it’s entirely cloud-based, hybrid, or an on-premises solution
  • Offers collaboration tools like instant messaging, video conferences, ring groups, and file sharing, maximizing contact center performance
  • Empowers agents and supervisors to be the best at what they do with in-call monitoring and live coaching tools.

Avaya limitations

  • Innovation and feature roll-out is slow
  • Setting up, customizing, and managing the platform can be complex and may require specialized skills or resources
  • There can be challenges when interfacing with older systems or third-party applications not directly supported by the platform
  • Since the platform is not built cloud-first, a lot of features available in the on-premise software are unavailable in the cloud version

Avaya pricing

  • Custom pricing 

Avaya G2 rating

Avaya is best suited for

Enterprises that need a customizable and sophisticated communication solution

4. Aircall

Aircall is a phone and communication platform for improving productivity, customer service, and team collaboration.

On top of common features like call routing and recording, queue callback, and AI-generated call summaries, your contact center agents can create and share select contacts with their team so everyone can follow the conversation.

Benefit from the one-click setup from this Intercom alternative’s admin dashboard and manage all settings in one place.

Aircall best features

  • Hosts up to five people in the same live conference call with Aircall’s VoIP calling solution
  • Streamlines internal communication and better assigns tasks to your agents with Aircall’s shared inbox
  • Allows you to send, receive, and manage SMS text messages between you and your contacts for personalized conversations

Aircall limitations

  • Does not have additional support capabilities like helpdesk, knowledge base
  • The platform lacks flexibility since the rudimentary workflow designer cannot be used to create custom journeys
  • Text integration in Aircall with Hubspot CRM could be improved with the automatic ticketing system that Aircall generates
  • Occasional call quality issues, where calls can be choppy or experience dropped connections, have been reported

Aircall pricing

  • Essentials: $30/license
  • Professional: $50/license
  • Custom pricing: 25-licenses minimum 

Aircall G2 rating

Aircall is best suited for

Medium-sized businesses looking for an easy-to-use cloud-based call center solution with excellent CRM integrations

5. RingCentral

RingCentral Contact Centre is an easy-to-use cloud-based communications system for customer support teams and contact centers. It is equipped with the most standard features, including audio conferencing, unlimited calling, and video meetings.

This Intercom alternative has a centralized portal for agent activity to manage inbound and outbound conversations easily. RingCentral is ideal for large businesses with multichannel communication.

RingCentral best features

  • Enables you to gamify incentives to boost agent performance and encourage learning and development
  • Shares reports summarizing agent availability, call traffic fluctuations, and training progress
  • AI-powered tools like automated call scorecards, feedback modules, and keyword tracking

RingCentral limitations

  • Limited to generic calling usage across functions
  • Slow at innovating and rolling out new features
  • Delayed customer support due to differences in the time zones
  • The system is complex and requires training for setup
  • Lacks features that cater to the needs of the support team, like a customer’s past interaction history

RingCentral pricing

  • Custom pricing 

RingCentral G2 rating

RingCentral is best suited for

Midsize businesses that want comprehensive cloud communication platform with an extensive feature set and reliability

6. Genesys Cloud

Genesys is a cloud platform that provides enterprise-grade communications, collaboration, and contact center management capabilities on a global scale.

This Intercom alternative helps you transform your customer experience, no matter where the conversations start or end, across digital channels like email, text, chat, and social media. Genesys offers AI-powered agent assistance and native CRM integrations for business optimization.

Genesys Cloud best features

  • Delivers deep analytics and reporting features built into the user interface
  • Integrates all critical apps with off-the-shelf functionality or custom-built solutions when needed
  • Comes with self-service options like speech-enabled IVR, voice bots, and chatbots, empowering customers to interact with you when and how they choose

Genesys Cloud limitations

  • Requires engaging an implementation partner, so setup and maintenance are expensive
  • Customizing customer journey workflows is a complex and time-consuming process
  • The default application capabilities, such as agent assistance, voice transcriptions, surveys, and reports, are limited
  • Eventually costly due to numerous add-ons added for system customization
  • Since the platform is not built cloud-first, a lot of features available in the on-premise software are unavailable in the cloud version

Genesys  pricing

Genesys offers five types of pricing plans:

  • Genesys Cloud 1 (Voice): US$75 per month
  • Genesys Cloud 2 (Digital): US$95 per month
  • Genesys Cloud 2 (Digital + Voice): US$75 per month
  • Genesys Cloud 3 (Digital + WEM): US$75 per month
  • Genesys Cloud 3 (Digital + WEM + Voice): US$75 per month

Genesys G2 rating

Genesys Cloud is best suited for

Enterprises looking for a robust, scalable cloud contact center solution

7. Zendesk

Zendesk is one of the oldest customer service platforms in the market, with a unified agent workspace. It enables customer support reps to converse with customers on any channel, whether email, chat, WhatsApp, or Apple Business Chat.

Shared inbox tracking, knowledge base management, and comprehensive reporting are the other capabilities offered by Intercom alternative. From large enterprises to startups, Zendesk serves 160,000 global customers in 30+ languages. 

Zendesk best features

  • AI-powered bots support customers with natural, human language in a tone set by you
  • Allows you to easily customize a live chat widget to match your brand colors, get access to unlimited chat history, and format direct messages the way you like
  • Robust tools like routing, CSAT ratings, time tracking, and service level agreements ensure your agents never miss any request

Zendesk limitations

  • Slow response times from the support team, taking hours or even days for basic inquiries
  • Zendesk does not offer conversational support - the outdated ticketing system makes customer service cumbersome
  • Complicated processes for adjusting subscription levels, such as adding or removing users, with up to 60 days notice required for some changes

Zendesk pricing

Zendesk offers four pricing plans:

  • Suit Team: $55 per agent per month
  • Suit Growth: $89 per agent per month
  • Suit Professional:$115 per agent per month
  • Suit Enterprise: Talk to sales

Zendesk G2 rating

4.3/5 (5799 reviews)

Zendesk is best suited for

Midsize businesses seeking a strong customer service software with seamless integration into their support and sales pipelines

8. Talkdesk

Talkdesk is an AI-powered cloud contact center platform that transforms customer experiences, dramatically reduces costs, and supercharges operational efficiencies. Enable multichannel communication and personalize and automate workflows for your agents.

This Intercom alternative comes with 70+ pre-built CRM and collaboration tool integrations. Customize and scale your platform with AI apps within Talkdesk to boost agent productivity and optimize customer journeys.

Talkdesk best features

  • Delivers high reliability and call quality, backed by an enterprise-grade uptime SLA
  • Comes with 30+ security certifications, including SOC 2 and 3, ISO 27001, PCD DSS Level 1, HIPAA, and GDPR
  • Offers flexible cloud contact center deployment options; store key data in the region of your choice for compliance

Talkdesk limitations

  • Needs an additional primary helpdesk software to manage and capture customer interactions
  • Lacks features to provide omnichannel support
  • Lacks the flexibility to customize workflows and ticket organization to accommodate unique operational styles
  • Does not provide sufficient guidance and resources during the onboarding and setup process

Talkdesk pricing

  • CX Cloud Digital Essentials: $85/user/month
  • CX Cloud Essentials: $85/user/month
  • CX Cloud Elevate: $115/user/month
  • CX Cloud Elite: $145/user/month

Talkdesk G2 rating

Talkdesk is best suited for

Midsize companies requiring a cloud contact center solution with strong AI and analytics capabilities to improve customer service efficiency

9. Five9

Five9 is a cloud-based contact center solution integrating advanced features such as an automated dialer, comprehensive lead management, and detailed reporting tools.

With a focus on optimizing call management processes, Five9 aims to improve efficiency and effectiveness in handling customer interactions. 

This Intercom alternative’s cloud software architecture delivers flexible application and storage capacity and can scale rapidly on demand.

Five9 best features

  • Enables agents to be more effective on the phone by giving them more time with live prospects
  • Helps maximize agent productivity by increasing the amount of connections they can make with customers with predictive dialing solutions
  • Real-time and historical reporting, recording, workforce management (WFM), quality monitoring, and CRM integrations creates consumer-centric omnichannel experiences 

Five9 limitations

  • Has an outdated UI
  • Needs an additional primary helpdesk software to manage and capture customer interactions
  • Lacks features to provide omnichannel support
  • Users have reported a rise in unwanted or unclear calls since switching to Five9, indicating potential issues with call filtering or management
  • Defaults to a callback option that provides insufficient information for the user to understand the context of the callback

Five9 pricing

  • Digital: $1499/month
  • Core: $149/month
  • Premium: $169/month
  • Optimum: $1999/month
  • Ultimate: $229/month

Five9 G2 rating

Five9 is best suited for

Midsize contact centers that need a comprehensive, cloud-based solution

10. Dixa

Dixa is a customer service platform that enhances how businesses interact with customers by providing a unified view of multichannel communications, including phone, email, chat, and social messaging.

This Intercom alternative includes popular call functionalities such as IVR (Interactive Voice Response), click-to-call, call recordings, intelligent routing, and analytics.

Dixa also provides tools for tracking team performance, analyzing and auditing customer interactions, and coaching agents when necessary.

Dixa best features

  • Smart algorithms and agent priority feature automatically ensure the most qualified agents handle the most critical conversations first
  • Helps track and improve team performance with easy-to-read dashboards and built-in QA
  • Gives access to customer account information, historical conversations, and company documentation in one unified, detailed view

Dixa limitations

  • Does not offer native support for text/SMS channels
  • The current system for transferring calls or interactions appears to be restrictive, as users cannot communicate with someone in a different queue without transferring the customer call directly to them
  • When customers use the chat feature on a website, agents currently cannot see what part of the website the customer is viewing

Dixa pricing

  • Essential: $49/month
  • Growth: $109/month
  • Ultimate: $169/month
  • Custom: Contact sales

Dixa G2 rating

Dixa is best suited for

Medium to large businesses focusing on customer friendship platforms

Maximize Your Customer Service Capabilities with Contacto

Selecting the right Intercom alternative could improve your customer support capabilities, optimize workflows, and yield insightful data.

Book a complimentary demo with our team if you are specifically keen to learn about Plivo CX and whether it aligns with your immediate requirements and can scale as your business grows. We will take you through all its features and answer your queries.

Apr 3, 2024
5 mins

5 Best Inbound Call Center Software Solutions for Customer Support Leaders

Explore 2024's top 5 picks for inbound call center software for customer support leaders.

Contact Center

Businesses must effectively manage customer interactions across channels while keeping costs low.

As a customer support leader, the challenge lies in finding the perfect inbound contact center software that can evolve and meet the requirements of the modern-day customer. 

With customers expecting seamless interactions, omnichannel customer engagement solutions are the need of the hour. However, integrating new inbound call software with existing CRM systems can be a complex and time-consuming process that often increases implementation costs and potential disruptions. 

So how can you deliver exceptional CX while optimizing business revenue and keeping overhead costs low? 

Using comprehensive market research, industry data, and data-driven insights from actual customers, we’ll explore the top inbound contact center solutions to find which platform works best for you. 

What is Inbound Contact Center Software? 

Inbound call center software allows companies to manage their incoming customer calls efficiently without having a physical call center space. Your customer support team needs a laptop, headphones, and a reliable internet connection to solve your customers’ queries. 

Advanced inbound call center solutions can route calls to the appropriate agents or departments based on the customer's inquiry, whether it's a support query, sales inquiry, or any other customer interaction. This ensures that your customer’s needs are addressed promptly and efficiently. 

Happy customers equal higher net promoter score (NPS), customer satisfaction score (CSAT), agent handle time (AHT), and first call resolution (FCR). These core key performance indicators (KPIs) will result in loyal customers, increased revenue, and better customer service, influencing customers' purchasing decisions and helping you outwin competition.

The inbound call software you choose will be the first point of contact for most customers, which means it plays a vital role in shaping their perceptions of a brand. The right software will improve customer satisfaction and loyalty and become a business-critical growth driver

Must-Have Features of Inbound Contact Center Software

When choosing an inbound call center solution, you should look for several key features:

  • Interactive Voice Response (IVR): It allows customers to interact with the company’s system via voice or touch-tone keypad. It can provide automated responses to common inquiries or route calls to the appropriate department, thereby reducing wait times and improving customer support  
  • Call Queuing: This ensures incoming calls are directed to the most suitable agent or team based on pre-established rules and criteria. An effective call-routing process can speed up call resolution times and improve customer satisfaction
  • Omnichannel interactions: Customers expect seamless omnichannel interactions across multiple channels, including voice, email, chat, social media, and SMS. An inbound contact center software that enables efficient management and integration of disparate customer channels is a must for customer-centric brands
  • Workforce management system (WFM): It helps with forecasting call volumes, scheduling staff, tracking key performance metrics, and managing real-time compliance. WFM can significantly improve operational efficiency and agent productivity
  • Analytics and reporting: Allows customer support leaders to collect real-time data about the performance of their call centers. It can help identify trends, monitor agent productivity, and make informed decisions to improve operations
  • Third-party integrations: Choose software that integrates well with your existing systems and tools such as the CRM you use 
  • Support: Reliable customer support is essential. Make sure your inbound call software provider offers responsive and helpful support

Metrics that Skyrocket When you Invest in the Right Inbound Call Center Software

Investing in inbound contact center software can bring numerous benefits to your business:

  1. Improves customer retention: By providing quick and efficient customer service, you can improve customer satisfaction and loyalty, leading to higher customer retention rates
  2. Enhances agent efficiency: Features like call routing and IVR can reduce the agent workload, allowing them to focus on more complex tasks that require human intervention and improve overall efficiency
  3. Streamlines operations: Inbound call center solutions can automate many routine tasks, leading to more streamlined operations and lower operating costs
  4. Enhances inbound call management: With features like call recording and real-time analytics, gain valuable insights into your inbound call traffic and improve your call management strategies

5 Best Inbound Contact Center Software Solutions 

1. Plivo CX

Plivo CX’s inbound call center software is designed to revolutionize your customer interactions. Effortlessly manage high call volumes, route calls to the right agents, and deliver exceptional service across all channels. Additionally, the seamless integration of data from different platforms solves a big challenge customer support leaders often face—data silos. 

It can be a useful tool in your CX arsenal with the power to delight customers across multiple channels without losing the human touch. 

Plivo CX key features

  • Consistent and personalized customer support service across multiple channels, including voice, email, chat, social media, and SMS; with all platforms in sync
  • Smart call routing ensures that calls reach the most qualified agent reducing wait times and boosting customer satisfaction 
  • Reduced wait times and improved customer satisfaction during peak hours with Plivo CX's call queuing feature, decreasing customer wait time and call abandonment
  • Leverage real-time call center data to identify trends, monitor agent productivity, and make data-driven decisions that optimize operations
  • Streamline your workflow by integrating business systems into a unified communications screen, putting essential data at your fingertips
  • Access and update relevant customer information seamlessly within Contacto, thanks to two-way API integration
  • Empower your agents to multitask seamlessly with Contacto's concurrent messaging capabilities
  • Uncover valuable growth insights by leveraging internal notes and conversation dispositions within Plivo CX's reporting dashboard

Plivo CX limitations

  • Lacks features related to quality assurance and workforce management

Plivo CX pricing

  • Growth: $29/user/month
  • Business: $69/user/month
  • Enterprise: Custom pricing

Plivo CX ratings and reviews

  • G2: 4.5/5 (700+ reviews)
  • Capterra: 4.3/5 (80+ reviews) 

2. LiveAgent

LiveAgent tackles high-volume customer interactions across multiple channels with its versatile software suite. Ticketing systems, knowledge bases, search widgets, and mobile apps, empower businesses to deliver exceptional service. 

Source

LiveAgent key features

  • Build interactive voice response (IVR) systems with LiveAgent's IVR Designer Tool, even without technical expertise. This tool allows you to record or upload audio directly within the IVR tree for a seamless creation experience
  • Store and analyze past interactions for training resources with unlimited call recordings 
  • Gain valuable customer insights with the screen pop feature, which automatically displays relevant information when a live agent receives a call 

LiveAgent limitations (taken from G2)

  • LiveAgent's interface can be a bit complex, with a learning curve 
  • Issues with the mobile app's functionality impacting the ability to manage tasks efficiently. This hinders responsiveness and flexibility in customer service delivery
  • Lack of direct integrations with popular CRM systems and other applications creates a gap in the user workflow. This requires workarounds or additional tools that don’t work well with the inbound contact center software

LiveAgent pricing

  • Small: $9/agent/month
  • Medium: $29/agent/month
  • Large: $49/agent/month
  • Enterprise: $69/agent/month 

LiveAgent reviews and ratings

  • G2: 4.5/5 (1000+ reviews)
  • Capterra: 4.7/5 (1000+ reviews) 

3. Zendesk

Zendesk stands out in the inbound call center software market, emphasizing simplicity and efficiency and making customer service operations smooth and hassle-free. The preferred inbound call center solution for enterprise-level businesses. 

Source

Zendesk key features

  • Distribute calls based on agent skills, availability, and workload with Zendesk's smart call distribution feature 
  • Make data-driven decisions that go beyond providing real-time data with insightful reporting and analytics 
  • Omnichannel agent workspace to organize customer data 

Zendesk limitations (taken from Capterra) 

  • Occasional bugs within the call functionality impacts call quality and user experience
  • Cumbersome admin panel management due to separate systems for managing tickets and automations/workflows

Zendesk pricing

  • Suite Team: $55/user/month
  • Suite Growth: $89/user/month
  • Suite Pro: $115/user/month
  • Suite Enterprise: Custom pricing
  • Suite Enterprise Plus: Custom pricing

Zendesk reviews and ratings

  • G2: 4.3/5 (5000+ reviews)
  • Capterra: 4.4/5 (3000+ reviews) 

4. Nextiva

Nextiva is an AI-powered inbound contact center software. Users save up to 50% of the time per interaction with the AI-powered voice and chatbot. The auto transcription feature reduces agent note-taking, allowing your agents to focus on high-priority tickets. 

If your customer support team caters to customer communications through SMS, voice, chat, email, video, and social media, Nextiva’s unified platform simplifies agent experiences and interactions across channels. 

Source

Nextiva key features

  • Replace multi-level phone menus with automated call flows using advanced IVR technology featuring speech recognition and text-to-speech
  • Gain rich customer insights with the screen pop feature that automatically provides relevant information when a live agent receives a call
  • Transform routine interactions into natural exchanges with Nextiva's conversational AI add-on

Nextiva limitations (taken from G2 & Capterra)

  • Lacks diverse integration options with other third-party apps
  • Users experience difficulty with account management. Grasping the nuances between various account types (user, team, extensions) and their relationship to phone numbers is complex

Nextiva pricing

  • Custom pricing

Nextiva reviews and ratings

  • G2: 4.5/5 (3000+ reviews)
  • Capterra: 4.4/5 (90+ reviews) 

5. Aircall

If you’re looking for a call center solution that integrates with your helpdesk and CRM to fetch customer/user details and take away manual labor, Aircall is the solution for you. Get weekly analysis on customer wait times and keep track of the activity fee in real time to see the calls coming through. 

Source

Aircall key features

  • Collaborate seamlessly with Aircall's shared call inbox feature that ensures no customer query goes unanswered 
  • Effortlessly manage customer relationships with Aircall's contact management features—easily assign, tag, and add comments to contacts
  • seamlessly integrates with popular CRM systems like Salesforce and HubSpot, providing a unified customer service experience

Aircall limitations (taken from G2)

  • Stability issues with the application requires agents to close and reopen to resolve problems, thus disrupting workflows and impacting customer service delivery
  • Lacks call handling flexibility as it doesn’t direct incoming calls to employee voicemails

Aircall pricing

  • Essentials: $30/user/month - minimum 3 users
  • Professional: $50/user/month - minimum 3 users
  • Custom: Custom pricing

Aircall reviews and ratings

  • G2: 4.3/5 (900+ reviews)
  • Capterra: 4.3/5 (400+ reviews) 

Use an Inbound Contact Center Software to Manage Customer Interactions at Scale 

An inbound call center solution is like a Swiss Army Knife—it improves customer satisfaction and customer support agent’s productivity. 

We recommend signing up on Plivo CX if you’re a small or mid-sized business or an e-Commerce/Shopify brand. 

With its human-centric and intuitive platform, agents can provide scalable customer service, and customer support managers can improve CX KPIs.

It’s easy to get started.
Sign up for free.

Create your account and receive trial credits or get in touch with us.

Grid
Grid