Article

Loyalty management

Published

March 26, 2025

12 Best Customer Engagement Software for Improved Loyalty

Looking for the best customer engagement software for improved loyalty? Here are the top twelve tools to help you choose the one for your business.

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Paula Azócar

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CSM Lead

Paula Azócar

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CSM Lead

AI Commerce Search

Promotional Marketing

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Article

Loyalty management

Published

03

/

26

/

2025

12 Best Customer Engagement Software for Improved Loyalty

Looking for the best customer engagement software for improved loyalty? Here are the top twelve tools to help you choose the one for your business.

Meet our experts

Book a call with our  teams

Discover Loadstone

Studies show that shoppers who interact with a brand across multiple channels—like browsing online, getting a personalized email offer and making the final purchase in-store—shop 1.7 times more than those who use just one channel. 

The conclusion is clearwhen businesses focus on omnichannel engagement, they see stronger customer retention, loyalty and more purchases.

But to make it happen, you need the right tools to connect with your customers and improve their loyalty. Keep reading to explore these options.

12 best customer engagement software tools for improved loyalty

This article reviews 12 customer engagement software for improved loyalty. We’ll cover their key features, integrations and what users say to help you find the perfect tool for your business.

1 Loadstone

Loadstone customer engagement software for improved customer satisfaction and loyalty

Loadstone is customer engagement software that helps businesses connect with customers on every channel. It runs loyalty programs on social media, websites and apps, and in physical locations like self-service kiosks and POS systems.

It’s a flexible martech ecosystem with six products (plus a comprehensive CDP). You can choose the ones that best fit your customer engagement needs and loyalty goals.

Loyalty Management is just one of those solutions, but it’s the one we’ll focus on today.

Loadstone tools for user engagement

Loadstone’s Loyalty Management and composable commerce platform helps you keep customers engaged with personalized rewards, such as points, discounts and exclusive offers. For example, customers can earn points on every purchase for free products or loyalty discounts.

You can set up tiered memberships with better benefits at higher levels. A “Silver” tier might offer 5% off all purchases, while “Gold” members get 10% off and early access to sales. Loyalty Management also lets you celebrate customers’ birthdays or anniversaries with special deals, making them feel valued.

Loadstone loyalty incentive example

Setting up loyalty incentives in Loadstone is simple since the platform is code-free. Your teams can easily create loyalty campaigns by clicking and dragging elements into place, shaping your programs exactly how you want them to run.

If you ever need help using Loadstone, our team of experts is here for you. They’re ready to support you at every step—from implementation to optimizing your loyalty strategy for the best results.

Key features

  • Embedded Customer Data Platform (CDP): Deliver personalized loyalty rewards with Loadstone CDP. It collects and analyzes all your customer data in one place so you get deep insights into your clients’ buying habits and preferences. You can offer rewards that match their preferences, like discounts on their favorite items or extra points for making repeat purchases, elevating your behavioral marketing efforts.
  • Gamification incentives: Turn shopping into an experience your customers enjoy and want to return for. Reward customers with badges when they hit spending milestones or set up leaderboards to motivate them to compete for top spots and exclusive offers.
  • Detailed analytics: Track the performance of your loyalty programs, including the number of customers who joined or claimed their rewards. Understand your customers’ behavior, like their purchases, loyalty status and points earned, to optimize campaigns for even better results.
  • Referral programs: Let your customers become brand advocates with Loadstone. Create unique links for them to share with friends and family. When new customers sign up through those links, reward your advocates with discounts or free items.
  • Drag-and-drop loyalty program builder: Create loyalty programs without writing a single line of code. Simply click on the elements you want—like how customers can earn rewards (e.g., signing up for your email list, buying a specific product or reaching a points goal). Then, choose the reward you want to offer and drag and drop everything into your program flow.

As a composable customer engagement platform, Loadstone lets you handpick the tools you need to engage and build customer loyalty. This lets you expand your Loyalty Management solution with additional tools like Retail Media, AI Commerce Search, AI Recommender System and Promotional Marketing

Want to learn more about how Loadstone can help you engage customers on all channels and turn them into loyal fans? 

Schedule a call with our team today.

Integrations

Loadstone offers an open API and webhooks, so you can easily connect it to all your systems.

Connect Loadstone to Shopify to sync data from that platform and send rewards right after customers make a purchase or hit a loyalty points milestone. You can also integrate with WhatsApp and Viber to send exclusive offers to your customers’ mobile apps.

User ratings

Loadstone users rate it with a high 4.3/5 stars on G2.

Xavier Salvat, E-commerce Specialist at Eurofred S.A., shared a positive experience:

“The platform’s ease of use makes it a perfect ally in any marketing strategy. It has fast, professional and efficient support.”

2 Oracle CrowdTwist

Oracle CrowdTwist interface
Source: Oracle CrowdTwist

Oracle CrowdTwist is a loyalty and customer engagement platform within the Oracle ecosystem. It lets businesses implement omnichannel loyalty programs and engage customers on websites, physical stores and social media. Companies can offer loyalty incentives like discounts during online checkout or at the points of sale (POS). 

Oracle CrowdTwist lets businesses add gamification features, like rewarding customers for taking part in quizzes and surveys. Loyalty members can also combine their points with family and friends.

Key features

  • Widgets: Companies can use pre-built widgets to show customers loyalty program details like point balances and membership tiers.
  • Partner management: Oracle CrowdTwist users can set up loyalty program partnerships that allow customers to earn points at partner businesses.
  • Reporting and analytics: Teams can view detailed reports on loyalty program performance, including member spending and engagement levels. 

See also: Oracle competitors

Integrations

Oracle CrowdTwist works smoothly with other Oracle products, such as Responsys for campaign management and Unity for managing customer data. Businesses can also connect it to Shopify for data sharing and Mailchimp to send loyalty program emails.

See also: Mailchimp alternatives

User ratings

Oracle CrowdTwist has a 4.3/5 rating on Software Advice.

Oracle review
Source: TrustRadius

3 Yotpo

Yotpo platform for customer interactions
Source: Yotpo

Yotpo offers separate toolsets for loyalty programs, reviews, SMS and email marketing. Companies can use Loyalty & Referrals to reward customers with points and purchase discounts. They can also subscribe to the SMS and email marketing suites to send personalized offers and communicate with customers.

Yotpo Loyalty & Referrals includes ready-to-use loyalty marketing campaigns. Teams can choose preset loyalty flows that reward customers for buying products or following on social media. The platform also allows scheduling loyalty campaigns.

Key features

  • Review coupons: Yotpo Reviews & UGC users can offer coupon incentives to customers who write product reviews or share their experiences on social media.
  • Referral incentives: Companies can establish a system where customers earn greater rewards the more people they refer. 
  • Birthday and anniversary rewards: Businesses on Yotpo Loyalty & Referrals Pro and Premium plans can send rewards to their customers to celebrate milestones, like birthdays or the anniversary of joining the loyalty program. 

See also: Yotpo competitors

Integrations

Yotpo integrates with e-commerce platforms like BigCommerce and Shopify so that teams can link loyalty rewards to customers’ purchases. It also connects with Gorgias for customer support and email platforms like Omnisend and Klaviyo for sending loyalty-related emails.

User ratings

Users give Yotpo 4.3/5 stars on G2.

Yotpo user review
Source: G2

4 Extole

Extole interface
Source: G2

Extole improves engagement and loyalty through customer referrals. Companies can access customer profiles through a CDP to view insights like purchase history and loyalty program participation. 

Companies can also run influencer programs with Extole. They can create referral links and codes for influencers to share and attract new customers. Influencers can track progress through their personal performance dashboards.

Key features

  • Analytics: Extole lets businesses track their programs’ performance and customer behavior.
  • Fraud prevention: Extole stops fraud by spotting users who send referral emails to themselves.
  • Mobile engagement: Teams can send engagement incentives, like push notifications about referral programs, through mobile apps. 

Integrations

Extole provides APIs and webhooks to integrate this customer engagement platform with other systems. Businesses can link it to Shopify to track referral purchases. Integration with analytics platforms like Amplitude lets teams measure referral success and see real-time campaign results.

User ratings

Extole has 4.7/5 stars on G2.

Extole review
Source: G2

5 Epsilon

Epsilon enterprise software for customer loyalty
Source: Epsilon

Companies use Epsilon to engage customers with personalized loyalty programs. Teams get access to customer behavior data from online and offline channels. They can use that data to offer behavior-based rewards, like giving a discount coupon or loyalty points for repeat purchases.

Epsilon includes dashboards and reporting tools that detail loyalty programs’ performance. Teams can collect customer feedback and sentiment through surveys and analyze purchase patterns.

Key features

  • Core ID: Epsilon collects data from customer actions, such as purchases, website visits and in-store behavior, and combines them into one profile.
  • Receipt scanning add-on: Teams who get this add-on can connect purchases from physical stores to online customer profiles.
  • Omnichannel engagement: You can provide loyalty incentives on websites, social media and email.

Integrations

Companies can integrate Epsilon with AWS to manage and analyze data. You can also connect it to Yahoo to send loyalty-focused emails.

User ratings

Epsilon has a 3.9/5 rating on G2.

Epsilon user review
Source: G2

6 SAP Emarsys

SAP Emarsys customer engagement tools
Source: G2

SAP Emarsys helps businesses connect with customers through loyalty programs via email, web and ads. Companies can adjust loyalty rewards based on customer data, e.g., browsing history.

SAP Emarsys is part of the SAP ecosystem. Marketing teams can also use SAP customer relationship management and marketing automation platform segments for more targeted campaigns. They can also use SAP’s email marketing tools to automate emails that include loyalty messages, e.g., special discount reminders or earned loyalty points updates.

Key features

  • Reporting: SAP Emarsys provides reports with details like customer retention and repeat purchases.
  • Personalization engine: SAP Emarsys provides personalized product suggestions in real time.
  • Drag-and-drop builder: Teams can use drag-and-drop builder to set up loyalty campaign rules and incentives, such as tier status and points. 

Integrations

In addition to integrations within the SAP suite, Emarsys connects with third-party tools like Amazon, Shopify and Salesforce. Businesses can track customer interactions on these platforms and create loyalty programs with synced data.

User ratings

SAP Emarsys has 4.3/5 stars on G2.

Customer engagement software review: SAP Emarsys user opinion
Source: G2

7 Salesforce

Salesforce platform for customer interactions
Source: Salesforce

Salesforce is a cloud-based CRM that helps businesses manage customer interactions, sales, marketing and support. Within its suite, the Omnichannel Customer Engagement platform lets companies send automated messages like order updates, confirmations and reminders. 

Salesforce also provides the Salesforce Loyalty Management tool. This customer engagement software is a no-code solution for designing loyalty campaigns with vouchers and rewards based on customers’ purchasing habits. 

Key features

  • Salesforce Customer 360: Salesforce provides a complete view of data from CRM, customer service and e-commerce. 
  • Testing capabilities: Businesses can test and track loyalty programs’ performances to improve them in the future. 
  • Omnichannel customer engagement: Teams can offer loyalty programs on websites, in-app messaging, social media and email.

See also: Salesforce competitors

Integrations

Salesforce products integrate within its ecosystem. Companies can also connect them to third-party tools, but this requires purchasing an additional license.

User ratings

Users rate Salesforce with 4.5/5 stars on G2.

Customer engagement software ratings: Salesforce review
Source: G2

8 Bloomreach

Bloomreach customer engagement platform
Source: G2

Bloomreach is an eCommerce personalization and customer engagement platform with tools for engagement and marketing automation. Its Engagement product lets businesses track the entire customer journey. With this data, teams can create personalized loyalty programs, like assigning loyalty tiers based on a customer’s purchases and browsing habits. 

Bloomreach users get the Customer Data Engine with real-time insights into customer actions. Teams can use this data to segment audiences and deliver personalized product search results. Loomi AI, Bloomreach’s AI model, uses this information to predict customer behavior and forecast trends. 

Key features

  • Personalization studio: Bloomreach personalizes loyalty programs and product recommendations based on customers’ preferences. 
  • Omnichannel approach: Teams can execute loyalty campaigns on channels like mobile push, SMS and browser push.  
  • Reporting and analytics: Teams can access analytics with details like page views and number of visitors and create custom reports.

Integrations

Bloomreach integrates with CRMs like Zoho and Salesforce. These integrations can align customer engagement efforts with data from across platforms. Businesses can also connect Bloomreach to email marketing tools like Mailjet and Sendinblue.

User ratings

Bloomreach users rate it with 4.6/5 on G2.

User review of Bloomreach customer engagement platform
Source: G2

9 Dynamic Yield

Dynamic Yield customer engagement software
Source: G2

Dynamic Yield helps businesses personalize customer engagement and create loyalty programs. Companies can segment customers into loyalty tiers based on spending and offer personalized content and incentives to the most loyal customers. 

This customer engagement platform tracks visitors’ actions online. Businesses can use Dynamic Yield to send returning customers personalized emails with discount coupons. For example, they can target people who bought something in the past 30 days. They can also create notifications for visitors who researched their products to give more details about delivery options or discounts. 

Key features

  • Experience OS: Dynamic Yield provides personalized product recommendations and messages. 
  • A/B testing: Businesses can experiment with their personalization campaigns, and Dynamic Yield’s AI and machine learning systems help pinpoint areas for improvement. 
  • Real-time targeting: Dynamic Yield lets businesses send personalized messages and content based on user details (device type or location), page details (URL or category) and specific dates (holidays or weekends). 

Integrations

Teams can integrate Dynamic Yield with Commercetools to add personalization features to their commerce stacks. The platform also integrates with Contentsquare and Glassbox, so businesses can use analytics from these sources for their loyalty strategies.

User ratings

Dynamic Yield has a 4.5/5 score on G2.

User review of Dynamic Yield customer engagement platform
Source: G2

10 Smile.io

Smile.io customer engagement software
Source: Smile.io

Smile.io is a loyalty platform for businesses using Shopify and BigCommerce. Teams can set up loyalty incentives, like showing points on product pages and allowing customers to redeem them at checkout. Shoppers also get account pages where they can track orders and see their loyalty points.

Businesses can use Smile.io to create VIP tiers and reward loyal customers with early access to products or invites to exclusive events. The platform also includes referral programs for rewarding customers with discounts or free shipping when they bring in new buyers.

Key features

  • No-code loyalty program builder: Smile.io provides a visual editor that lets teams customize the look of their loyalty incentives, including colors, shapes and sizes.
  • Reports: Teams can access loyalty programs’ reports with monthly results and industry benchmarks. 
  • Customizable loyalty points: Businesses can decide how customers earn points, whether through purchases, social shares or sign-ups.

Integrations

Smile.io is for businesses using Shopify and BigCommerce, as it integrates with these platforms. It also connects with email marketing tools like Klaviyo and Mailchimp for loyalty-related emails. It integrates with Re:amaze so teams can view customer rewards in real time. 

User ratings

Smile.io scores 4.6/5 on G2.

User review of Smile.io customer engagement platform
Source: G2

11 Insider

Insider customer engagement tools
Source: Insider

Insider is a customer engagement platform with predictive analytics and AI recommendations. It tracks customer behavior in real time, analyzes insights and predicts preferences. This helps teams personalize communication. For example, they can send a special discount on a product a customer previously bought because the system predicts the customer may want it again.

Insider includes gamification features for customer engagement and loyalty. Businesses can create games like spin-the-wheel, where customers can win discounts on products they frequently buy or search for.

Key features

  • Omnichannel customer engagement: Insider lets companies connect with customers via email, SMS, WhatsApp and push notifications.
  • CDP: Insider offers CDP with 360-degree customer profiles. 
  • Reports: Businesses can access customer statistics and see details like loyalty status and purchase likelihood.

Integrations

Insider works with analytics tools like Google Analytics and Amplitude. It also connects with CRM platforms like Salesforce, Microsoft Dynamics and Freshworks. These integrations help teams manage data and use it to create personalized experiences and loyalty programs.

User ratings

Insider has 4.8/5 stars on G2.

User review of Insider customer engagement platform
Source: G2

12 Talon.One

Talon.One customer engagement platform
Source: Talon One

Talon.One helps businesses run promotions and loyalty programs based on customer data. It offers rewards like coupons, referrals and product bundles. Teams can automate them and target specific customer segments based on location, device and profile details.

The customer engagement software lets teams design their own loyalty programs. They can set program names and conditions (e.g., required cart value or customer tier for rewards) and choose from pre-defined flows. You can also define what reward customers get.

Key features

  • Gamification features: Businesses can set up a system where customers earn stars for actions like signing up for emails or purchasing. Based on the number of stars, they get rewards like coupons or badges. 
  • No-code interface: Talon.One has a no-code loyalty program builder where users set rules and conditions by clicking on different elements.
  • Unified data view: The program gathers all customer data from points of sale, CRMs and loyalty programs in one place. 

Integrations

Talon.One is an API-first platform that connects with third-party tools like Commercetools and Braze. Businesses can use these platforms’ features to distribute promotions and notify customers. Users can also link Talon.One with Contentful and Contentstack to manage loyalty and promotional content.

User ratings

Users give Talon.One 4.6/5 stars on G2.

Talon.One user review
Source: G2

Top customer engagement tools for better loyalty: Comparison table

Platform Key Features Best For User Rating
Loadstone Customer Data Platform that collects first-party information
Loyalty programs for offline retailers
Omnichannel loyalty programs and customer engagement
Campaign scheduling
Deep insights and analytics
Gamification incentives
Referral programs
Fraud detection and prevention
Behavior-based rewards
Drag-and-drop builder
Enterprise businesses looking for flexible customer engagement software that lets them run highly personalized loyalty programs online and offline 4.3
Oracle CrowdTwist Widgets
Partner management
Reporting and analytics
Companies already using Oracle suite 4.3
Yotpo Review coupons
Referral incentives
Birthday and anniversary rewards
Teams that want to implement transactional-based loyalty campaigns 4.3
Extole Analytics
Fraud prevention
Mobile engagement
Brands looking to run brand advocacy and influencer programs 4.7
Epsilon Core ID
Receipt scanning add-on
Omnichannel engagement
Companies focusing on collecting first-party customer data 3.9
SAP Emarsys Reporting
Personalization engine
Drag-and-drop builder
Businesses using SAP products looking for a connected solution 4.3
Salesforce Salesforce Customer 360
Testing capabilities
Omnichannel customer engagement
Teams using Salesforce ecosystem and not wanting to switch 4.5
Bloomreach Personalization studio
Omnichannel approach
Reporting and analytics
Brands looking to personalize e-commerce experiences 4.5
Dynamic Yield Experience OS
A/B testing
Real-time targeting
Companies looking to deliver personalized content on their product pages 4.5
Smile.io No-code loyalty program builder
Reports
Customizable loyalty points
Businesses relying heavily on Shopify and BigCommerce 4.6
Insider Omnichannel engagement
CDP
Reports
Teams that want to employ predictive analytics 4.8
Talon.One Gamification features
No-code interface
Unified customer data
Companies focusing on customer targeting 4.6

Choose customer engagement software that fits your needs

The key to successful customer engagement and loyalty programs is having a platform that lets you connect with your customers on all channels and offer personalized incentives that match their needs and preferences.

To choose the right customer engagement platform, ensure it connects easily with all customer touchpoints, supports the loyalty incentives you want to offer, and gives you the flexibility to scale and adjust as your strategies evolve.

That’s precisely what you get with Loadstone.

It lets you run loyalty programs online and in your stores. The system collects data from every touchpoint to create detailed customer profiles, showing customers’ orders and loyalty statuses. This helps you build loyalty programs that fit your customers’ preferences perfectly. Offer personalized discounts on their favorite products or set up tiered memberships with rewards that keep them engaged and coming back.

Plus, everything in Loadstone is entirely code-free, and you get expert support throughout your use. The system also lets you scale easily—you can add more products to your stack as your goals and needs grow.

Book a call with Loadstone to create the perfect mix of loyalty and customer engagement solutions for your business.

FAQs

What is the most popular customer support software?

Some of the most popular customer support software include Zendesk and Freshdesk. You can connect these tools with customer engagement software like Loadstone to link support data with your engagement and loyalty efforts. This helps you offer a more personalized customer experience. Alternatively, you can also use Loadstone’s CRM and Communication to manage customer support and engagement with one tool. 

What is the difference between CRM and CEP?

The difference between Customer Relationship Management (CRM) and Customer Engagement Platform (CEP) is that CRM manages customer data, while CEP engages customers on multiple channels and delivers personalized experiences.

What is customer engagement software?

Customer engagement software is a tool that helps you connect with customers on multiple channels. It tracks customer data and lets you offer personalized experiences, like loyalty programs and targeted communication.

What are the best customer engagement platforms?

Top customer engagement platforms include Loadstone, Oracle CrowdTwist and Yotpo. Loadstone stands out with its open API, which lets you integrate it easily with all your systems. It also has an embedded CDP for detailed customer insights and a composable approach so you can pick the exact tools you need to meet your engagement goals.

Meet the authors

Paula Azócar

CSM Lead

Paula Azócar is the SVP of Customer Success at Loadstone, leading a high-performing team of seven and driving strategic growth across Latin America. With six years at the company, she has moved from executing strategy to designing strategy, shaping impactful solutions to lead clients to business success using all of Loadstone's ecosystems.

Her leadership and deep industry knowledge make her essential in fostering long-term success and business transformation.

Passionate about customer success and strategic growth, Paula is committed to delivering outstanding results while continuously pushing boundaries in the ever-evolving digital commerce landscape. Under her leadership, her team optimizes customer experience, strengthens strategic relationships, and drives profitability, ensuring Loadstone remains at the forefront of a competitive market.

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