Building brand loyalty and retaining customers is one of the most important factors for the long-term success of your business.

If you feel like you’re constantly trying to keep up with your customers, we’ve compiled a list of 6 tools that will help you retain your existing customers so you can focus your time and effort on expanding your business.

The Benefits of Customer Retention

If you’ve been running a successful business for any length of time, chances are you already have a number of returning customers.

Customer retention includes all the tools and techniques you can use to make sure customers like these keep doing business with your company in the long run.

Like with many other aspects of business, the 80/20 rule also holds here. This means that 80% of your profits will come from 20% of your best clients, so focusing on customer retention should be one of your top priorities.

Another thing to consider is that keeping your current customer base can cost up to 5 times less than trying to find new customers. An investment in customer retention will not only bring more profits but also let you stretch your budget further.

Top 6 Tools for Customer Retention

Now that we know how important customer retention can be, we will go over some of the tools that can help make the whole process easy to set up and use. These tools will cover different approaches and techniques you can use to build customer loyalty.


Document360 gives you a full suite of tools needed to build and maintain a knowledge base.

This resource can be invaluable to your customers, offering answers to any questions they might have about your product. At the same time, it saves you the time and resources you would spend on customer support calls.

On top of that, strong customer support is one of the best ways to build brand loyalty. It lets your customers know you’re there for them and are ready to help with any problem they might have.

Document360 also has a handy internal knowledge base, covering all the features they offer and showing you how to make the best use of their tools.

Key Features

  • Product documentation – Tools that will help you create, preview, and publish your knowledge base articles.
  • Category manager – Lets you create categories and subcategories, use them to arrange articles, and manage user access.
  • Editor – Lets you manage article content and insert additional elements, such as images, code blocks, and tables.
  • Branding – Allows you to customize the look and feel of your knowledge base and bring it in line with the rest of your brand identity.
  • Security – Lets you backup and export your articles and determine the level of access for your team members.


  • Startup ($49 per project, per month) – Offers a limited range of tools and storage for smaller teams.
  • Business ($149 per project, per month) – Full range of tools with expanded storage.


Upsend is less focused on specific customer retention techniques, instead offering a multi-faceted approach with a range of tools that help you engage with your customers.

These tools range from automated marketing campaigns to live chat and even guided tours of your products and services. Upsend is great if you want one tool that will help you cover all the bases in an easy-to-use way.

Key Features

  • Customer data hub – Lets you capture and manage customer information, sort customers by categories, and validate customer emails for use in marketing campaigns.
  • Customer support – Allows you to set up a live chat with your customers, which you can also automate using chatbots. It also lets you integrate outside elements in your chat, such as pictures and videos, shared files, and articles in your knowledge base.
  • Marketing automation – Lets you create and use templates for email campaigns. These can then be additionally personalized using the information from your customer data hub. You can also set up automated email campaigns and instantly send the to customer categories you already set up.
  • Knowledge base – Allows you to set up a knowledge base for your products and sort articles by categories.
  • Product tour – You can onboard new customers quickly and easily through interactive product tours.


  • Free – Only supports one team member, but offers live chat and a team inbox.
  • Grow ($39) – Supports up to 3 team members with limited features.
  • Pro ($99) – Unlimited team members, full set of features.


Crisp focuses on direct communication with your customers. It combines live chat, CRM, email campaigns, and knowledge bases to help you set up a comprehensive customer support and marketing system.

Communication is key when it comes to customer retention. The more you engage with your customers, the more they will keep your brand at the forefront of their minds.

Key Features

  • Live chat – Provides a live chat service with an integrated inbox and lets you set up a video chat with customers.
  • Chatbot – Integrates with the live chat feature to make sure you provide customer support 24/7.
  • CRM – Helps you capture new leads and keep track of existing ones with ease.
  • Shared inbox – Keeps all incoming messages in one place, while letting you set up automated replies.
  • Integration – Lets you connect Crisp with tried-party apps like Slack, WordPress, Mailchimp, Shopify, and many others.
  • Campaigns – Allows you to create automated marketing campaigns using email or in-app messages.
  • Knowledge base – Create and manage help articles.
  • Status page – Lets you alert your customers about changes to your products and technical issues through live chat or in-app messages.


  • Free – Two live chat seats and team inbox.
  • Pro ($25 per website, per month) – Four chat seats and a limited set of features.
  • Unlimited ($95 per website, per month) – Unlimited chat seats with a full range of features.


Similarly to Crisp, lemtalk tries to help you make customer support easy and convenient. However, lemtalk focuses on integrating customer support features, like live chat and email, with your company’s Slack.

Key Features

  • Slack integration – Provides quick integration and expands the list of commands you can use in Slack.
  • Slack live chat – Integrate live chat with your company’s Slack workplace.
  • Emails in Slack – Integrate support emails into your company’s Slack workplace.
  • SMS in Slack – Receive and answer text messages directly from your company’s Slack workplace.
  • Facebook integration – Integrates your company’s Facebook inbox with your Slack workplace.
  • FAQ – Lets you set up an FAQ page for your customers, with any support tickets going directly to your company’s Slack.
  • Multilingual live chat – Allows you to set up live chat in over 150 languages.


  • Startup ($48 per month) – Allows 1 widget, chat language, and rule for automation and includes lemtalk branding.
  • Super Hero ($96 per month) – Unlimited number of live chats, knowledge base articles, and automation rules, multilingual live chat and knowledge base, no lemtalk branding.
  • Agency ($249 per month) – Full set of tools with unlimited access, supports up to 5 Slack teams.


Loyalty programs are an often overlooked aspect of customer retention. This has a lot to do with how they are perceived since they’re often associated with brick-and-mortar businesses.

Loyalty programs can be a great tool in your arsenal even if your business is fully online. They encourage customer engagement with a system of rewards. This is a small investment on your end that can have a great impact on your bottom line.

Woobox focuses on helping you set up loyalty programs and contests on your website, such as giveaways, polls, coupons, and more.

Key Features

  • Templates – Use pre-generated campaigns and landing pages as a base for your contests and giveaways.
  • Customization – Change the design of available templates to bring them in line with your company’s brand image.
  • Participant management – Helps you easily approve and manage participant entries and pick winners.
  • Integration – Allows you to customize your campaigns for mobile devices and integrate them with social media profiles.


  • Free – Unlimited campaigns with 100 participants per month. Allows Facebook integration.
  • Basic ($37 per month) – Unlimited campaigns with 1,000 participants per month with access to all types of campaigns and full customization.
  • Standard ($32 per month, billed annually) – Unlimited campaigns and participants, all types of campaigns, and full customization.
  • Advanced ($99 per month, billed annually) – Unlimited access with up to 5 team members, custom HTML & CSS for your campaigns.
  • Power ($249 per month, billed annually) – Unlimited access with no limit for team members, custom HTML, CSS & JS for your campaigns.


When all is said and done, you will still need to know how satisfied your customers are with your brand. After all, this is what determines your brand reputation and drives customer loyalty.

This is where Qualaroo steps in. It helps you set up surveys for your visitors directly on your website and analyze the results to get an accurate picture of your customers’ likes and dislikes.

Key Features

  • Survey templates – Lets you save time by choosing from a library of pre-generated surveys.
  • AI sentiment analysis – Allows you to automatically mine customer feedback and set up actions based on the sentiment score.
  • Mobile integration – Lets you integrate surveys with the mobile version of your website.
  • Nudge for prototypes – Allows you to set up surveys for design prototypes of your web pages.
  • Exit intent surveys – Set up surveys that will trigger with completed purchases or if a customer is about to leave your website.
  • Questions branching – Set up dynamic surveys where the questions change based on previous answers.
  • NPS – Include questions that determine your Net Promoter Score.
  • A/B testing – Integrates surveys with A/B testing on your website.


  • Startup ($199 per month) – Full survey functionality with up to 500k Nudge views on one domain, logo & color customization, and Google Analytics support.
  • Growth ($499 per month) – Full survey functionality with up to 1 million Nudge views on three domains, full customization, and advanced audience segmentation.
  • Turbo Growth (starting at $2,250 per month, billed annually) – Full suite of tools and customization with up to 2 million Nudge views on 20 domains.

Final Thoughts

Tracking down new leads and attracting new customers can prove to be much more expensive and time-consuming than building brand loyalty with the customers you already have.

The 6 tools we listed above will help you with this process, tackling and automating different aspects of customer retention. Also, you can check Net Promoter Score, software that can help you measure, analyze & grow your Customer Loyalty.

This will not only free up your time and let you focus on the big-picture business decisions, but will also drive up customer satisfaction, and, finally, profit.

Posted by Miley

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