Featured Partners
1
RingCentral
$20 per user, per month (paid annually)
Yes
Yes
2
Zoom Phone
Starts at $10 per user, per month
Yes
Yes
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The Forbes Advisor Small Business team is committed to bringing you unbiased rankings and information with full editorial independence. We use product data, strategic methodologies and expert insights to inform all of our content and guide you in making the best decisions for your business journey.
We reviewed multiple call center software providers using a detailed methodology to help you find the 10 best call center software options for small businesses. Our ratings took into consideration factors, such as transparent pricing, the depth and quality of available features, customer ratings and an analysis by our panel of experts. All ratings are determined solely by our editorial team.
The Best Call Center Platforms of 2024
Forbes Advisor Ratings
What Is Call Center Software?
Call center software are platforms that automate the routing process of inbound and outbound calls to and from customers. Most of them use IVR features to automate routing, which reduces the need for live agents. The majority of call center platforms are cloud-based and use voice-over-internet-protocol (VoIP) systems, which let you and customers make web-based calls (click-to-call links on your website, for example).
Benefits of Call Center Software
Small retail shops can make do with a landline and answering occasional calls, but businesses with a full-fledged customer support team need a better system. Not only do agents need software to help track customer interactions, escalate cases, access knowledge bases and quickly jump from one call to the next, managers need to analyze data, monitor employees and keep an eye on key performance indicators (KPIs). Call center software can help with all those needs and more.
Here are the top benefits of using call center software:
- Reduce need for hardware: Most cloud-based call center services allow you to use VoIP, so you don’t need to invest in actual phones for your support team. Keep in mind that you may be able to use some VoIP phone features in addition to your call center features.
- Support remote and hybrid work: Because most cloud phone systems work over the internet, your teams can live and work wherever they have a strong internet connection. This can promote better work-life balance and reduce costs overall.
- Increase productivity: Call center software is largely automated (with settings you can modify for your business’ needs), which means there’s less oversight needed to how calls are coming in, going out or handled. Agents and salespeople can go from one resolved case to the next open one with little downtime.
- Save money: Overall, call center software is affordable because you won’t have to hire developers and more information technology (IT) members to create and maintain a solution in-house.
- Support inbound sales: Outsourcing call center work usually means you would use a different phone number and system for sales calls, but most call center software can support all of your departments. This means that you have less risk of missing an inbound sales call.
- Apply automatic routing: With cloud-based call center software, you can rely on the system to automate a lot of work for you, including call routing. This reduces the need for more staff and lessens the load of managers, so they can focus on quality control, training and metrics.
- Survey for customer satisfaction: Using the software, you can route a caller after a case is resolved to a short survey to find out about their experience. This data can help you figure out where and how you need to improve support.
- Analyze call data: Without the best call center software, you likely would have to gather data in a more manual way. One of the biggest benefits to call center software is all the rich data you can analyze to understand your customer’s journey, experience, satisfaction and employee performance.
Featured Partners
1
RingCentral
$20 per user, per month (paid annually)
Yes
Yes
2
Zoom Phone
Starts at $10 per user, per month
Yes
Yes
How To Choose the Best Call Center Software
Picking the best call center platform for your business goes beyond cost and call routing features. You need to think about the bigger-picture considerations. The type of deployment and installation is as important as whether you’ll have a dedicated support agent to help you launch the software. Keep the following in mind as you shop for your call center solution.
Essential Features to Consider
Whether you already have a call center platform in place or it’s your first time choosing call center software, there may be some terms or features you aren’t familiar with. Many call center services mention these things in features lists but don’t offer any description of what they are. Consider these features before making a switch or picking the best call center platform for your small business.
Omnichannel Communication
Customers today expect to receive support from a variety of channels, from phone and email to texts and social media. The best call center platforms support omnichannel communication so you can resolve customer issues and answer questions from a chatbot on your website or through your business’s app, on Facebook Messenger or WhatsApp and through SMS texts or by phone. This feature can help you connect with your customers through their preferred communication channel, which could increase customer satisfaction and reduce the need for as many calls.
Interactive Voice Response (IVR)
Interactive voice response (IVR) is similar to an automated chatbot, but it’s for incoming calls. So, if a customer calls in for information, you may be able to provide that through an IVR feature. For example, a customer may call a retail store to find out what the remaining balance is on a gift card. An IVR feature could let them choose “check balance” in a menu, and then they need to punch in their gift card number to find out how much they have left. This feature can give customers a quick answer and reduce the number of calls your agents need to take.
Automatic Call Distribution (ACD)
Automatic call distribution (ACD) works similarly to IVR in that it uses a menu for customers to choose the best choice for them, but it routes calls automatically to the right agents. For example, if a customer calls in because they want to purchase a product or service, they may hear a recorded message asking them to press “1” for sales, “2” for tech support, and so on. When they press “1,” their call goes to the next available sales representative, rather than a customer support agent. This feature can reduce the time a customer is on hold, improve customer satisfaction and reduce time spent on calls with an irrelevant agent.
Call Routing
You can think of call routing as the manual version of what IVR and ACD do. Put simply, call routing is how a caller goes from a recorded menu of options to an agent. Alternatively, if you have a live agent or operator, a call is routed to that operator, who can then route a call to the appropriate department or agent manually.
Call Monitoring and Recording
Many call center programs include a call monitoring feature, which allows managers to listen in on agent calls for quality assurance. Call recording can be an automatic or manual feature, which also helps with quality control, and the recordings can be referenced at a later point for training, to collect customer feedback or to confirm information.
Analytics and Reporting
One of the most important features call center managers want from software is rich analytics. There are many measurable and essential call center metrics that are vital to the success of your support team. Some important reports and analytics to keep an eye out for include:
- Customer satisfaction
- Cancellation rates
- Subscription rates
- Number of calls, such as daily, weekly or monthly
- Inbound vs. outbound calls
- Number of cases, such as total, open or closed
- Hold times
- Length of calls
There are more advanced analytics you can find in some of the best call center software, too. For example, predictive analytics can use call data to show you what’s likely to happen next with support calls based on previous data, time of day and other factors.
Some call center software include machine learning or artificial intelligence to help analyze conversations in real-time or recorded calls to pick out specific words. You can usually adjust settings for the AI to “listen” for keywords that are positive or negative, such as “frustrated,” “excellent,” “annoyed” or “thank you.”
Hosted vs. Cloud-based vs. On-premise Software
Most of the call center platforms today offer a cloud-based software-as-a-service (SaaS) solution. However, some legacy call center software options still offer an on-premises installation. There’s also an option that exists in between cloud-based and on-premises and that’s hosted.
Cloud-based Call Center Software
The beauty of cloud-based call center solutions is that you can quickly and easily deploy the software from a browser or an app installation. All users should be able to access the tools and data with their login and a laptop, desktop or mobile device. Generally, cloud-based software is more affordable, easier to deploy and adopt and can support remote workers or hybrid workers.
Usually call center software-as-a-service (SaaS) gets updates regularly and they’re included in your subscription cost. You also get added value if new products or features get released. Plus, support is usually included in your plan.
The purpose of the tiered plans is to support your company in multiple ways as you grow, so if you outgrow a shared server, your call center software may put you on a virtual private server (VPS) or dedicated server, if that’s an option.
On-premise Call Center Software
If you choose an on-premise option, the software will be installed onto your servers, phone hardware and it works through an intranet. The benefit of this deployment is that typically you pay one price for the software and you can add as many users as you need. Your IT workers are likely those who will keep the software updated, issue logins and monitor security on your servers.
What isn’t always clear is how you receive support or software updates when you purchase a software license. Some software companies charge for support after onboarding and installation. Usually, you pay maintenance fees for updates that may only come once per year (or less often).
Hosted Call Center Software
A hosted solution is similar to a cloud-based call center solution, but the difference could be that you choose the type of server for your platform. Larger companies may put too much stress on shared hosting servers, so a VPS or dedicated server could be a better option.
Your operations should work the same as with a cloud-based solution from a SaaS in that your call agents only need an internet connection, a device for the platform and login to be able to work. Most cloud-based and hosted call center services support VoIP callers, so you don’t even need to invest in telephony hardware.
Which solution is best for you mostly depends on the type of call center you have, your work policies and your hardware situation.
Important Software Integrations
Many call center platforms include tools to help you track customer and support agent interactions, track client information and manage tickets. However, not all of them do all these things, which is why it’s important to choose a call center platform that integrates with other apps that you may already use.
Check to see if you need your call center software to integrate with these types of apps:
- Accounting software (QuickBooks and Xero)
- CRM software (Salesforce and HubSpot)
- Marketing software (Mailchimp and Sendinblue)
- Point-of-sale (POS) software (Shopify and Square)
- Calendars (Google and Outlook)
- Customer support software (Zendesk and Zoho Desk)
Pricing and Plans
It’s difficult to tell you precisely what you’ll pay for call center software because there are so many variables including pricing structure, number of agents and departments your business has and the types of features you need.
If you’re set on choosing legacy software and purchasing a license outright, just know that pricing is usually set by the company and it may be a custom quote based on the number of agents you hire. Your cost will be higher on the front end, but you won’t have a monthly or annual cost (or it will be lower by way of maintenance fees compared to a subscription with a SaaS company). Keep in mind you’ll also have costs associated with server maintenance, security, office space for agents and hardware, including computers and phone systems.
Given that most call center software has moved to cloud-based solutions, that’s the pricing we’ll focus on here to give you an idea of what you’re going to pay per agent, monthly or annually as a lump sum.
There are a few different pricing structures that call center software uses. Legacy software tends to stick to one-time charges for a license with ongoing maintenance fees for updates. Tier-based models are most common, so you can expect low, mid and high tiers with varied allowances, limitations and features:
- Free: Typically a free plan limits you in a lot of ways either by restricting you to one agent, phone number and department. Likely you won’t get to access the software’s support channels and many advanced features will be off-limits.
- Example: LiveAgent offers a generous free plan (no advanced reporting, includes LiveAgent branding)
- Cost: $0
- Low tier: Entry-level plans for call center software offer more functionality than a free tier. Many call center apps don’t even offer a free plan, so you may find the limitations on a low tier are still too limiting. Common limitations include number of departments supported, specific types of routing and call monitoring features.
- Example: Zendesk Talk offers a fully functional platform (no email archiving, call blocking or call recording controls)
- Cost: $49 per agent, per month, paid annually
- Midtier: At the midlevel of call center pricing plans, you find a sweet spot for small to midsize businesses that require advanced features such as video conferencing, advanced security features, such as single sign-on (SSO), two-factor authorization (2FA) and integrations with CRMs.
- Example: RingCentral has two midtier plans to serve businesses that need custom integrations, automatic call recording and more allowances for video calls.
- Cost: $150 per agent, per month, paid annually
- High tier: For the fewest limitations and the most advanced features, top-tier plans exist to support enterprises and businesses with massive or growing call centers. These plans can usually accommodate any number of agents, departments and won’t limit your storage of tickets or files.
- Example: Freshdesk’s Enterprise plan includes every feature possible, but it still limits a few things such as bot sessions per month and API calls per minute.
- Cost: $79 per agent, per month, paid annually
So, how much should you expect to pay for call center software? Based on the available tiers of our best call center software, here’s what you could spend with different size teams:
Average Pricing for Call Center Software
Methodology
We considered several of the top-rated software to create our list of the best call center platforms. Before we ranked each service, we made sure to choose those that offer the basics you’d need for a call center solution. Each one offers inbound and outbound calls, call recording, automated and skills-based call routing and data reporting.
Having the basics is important, but to make our list of the best we made sure these call center platforms included advanced features, such as AI-assisted bots and omnichannel support. Cost is a vital consideration for any small business, but it’s helpful to have that pricing before you contact sales. Not every call center solution is going to be the best fit for you, so having a free trial available helps you narrow your choices more easily.
Here’s more on the categories and criteria we weighed for each call center platform.
Pricing
We gave more credit to the call centers that offered pricing upfront and those that give you a free trial got bonus points. Those that offered multiple pricing plans were given more credit when those plans offered feature benefits that were useful to call centers. This accounted for 15% of our weighted scoring.
Features
We looked for each call center software provider to offer basic features that included ticket management systems, analytics and reporting, automation, management dashboards and call recording. Advanced features we looked for included skills-based routing, AI assistance and omnichannel support. Those providers that offered these features as part of their regular plans fared better than those that charged extra for them or didn’t include them at all. We weighted features at 40% of our total score.
Third-party reviews
Users can help point out unique pros and cons, so we read through dozens of reviews for each platform on popular review websites Capterra and G2. Although it’s important to consider what current users think about the platforms, we didn’t give as much weight to reviews as the call center software feature sets. We did, however, give more weight to reviews that scored at least 3.5 out of 5 on each website. These reviews accounted for 15% of the total score.
Expert analysis
For this final category, our panel of experts looked at four specific metrics to see what users thought about the quality of each call center software. These criteria included ease of use, stand-out features, popularity and value for the money. Our expert analysis made up 30% of the total score.
Frequently Asked Questions (FAQs)
What is the best call center software?
The best call center software depends on your budget and needs. At Forbes Advisor, we listed Zendesk Talk, RingCentral and Freshdesk as the top call center systems for small businesses that need affordable but powerful software.
How does call center software work?
Most virtual call center platforms work similarly: It exists as an app or a browser-based platform that agents access via a unique login, so all they need is an internet connection (and the software). As customers or leads call in, the system plays an IVR menu so a caller gets routed to the right department and agent (who will have customer information displayed for them). Customer interactions, cases or tickets and other data is stored in the cloud-based system for further review.
What is CRM in a call center?
All businesses can benefit from using CRM software and it’s especially important for call centers to use it. With a CRM solution, you can track customer calls and interactions, client information and transcripts, which better inform customer service representatives, sales teams and managers of what customers want or need.
What services can I outsource to a contact center?
Call center outsourcing services can help you with calls, live chat, email responses, social media monitoring, lead generation, telemarketing and market research. You can have them handle only one of these and even more.
What KPIs can call center software address?
Call center software can help employees improve in the areas of contact center efficiency and customer satisfaction. Two of the indicators that reveal how employees are doing and call center software can assist in helping them improve are first call resolution (FCR) and customer satisfaction (CSAT). FCR details how well a call center―or contact center as they are sometimes called―resolves a customer’s issue upon the first contact or interaction. CSAT is a reflection of how customers feel upon completing the customer service experience, measured by certain metrics, such as how quickly a resolution was achieved, how personal the service was and how accurately the resolution was achieved.
How can I monitor call center performance?
To ensure your call center is providing the best customer experience you want to monitor specific analytics — and not only the numbers from your agents. If you follow call center management best practices, you’ll track call resolution rate (especially FCR), CSAT scores and average handle time, to start.
How can I improve call center operations?
In addition to providing agents with a healthy work-life balance, it’s a good idea to invest in high-quality call center software with advanced features to make it easier for agents to offer excellent service. Call center automation with skill-based routing can help improve operations and customer satisfaction.