--- title: "SmartKarrot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmartKarrot Software - reviews, pricing plans, popular comparisons to other Customer Engagement products and more." source_url: "https://www.capterra.com/p/189459/SmartKarrot/" page_type: "product" language: "en" --- # SmartKarrot Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SmartKarrot ## What is SmartKarrot? 1\. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. ## What is SmartKarrot used for? [Customer Success](https://www.capterra.com/customer-success-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 37 user reviews Reviews sentiment Positive 95% Neutral 5% Negative 0% Starting price $15000 Usage Based, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartKarrot?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.smartkarrot.com/contact-us/&name=SmartKarrot) ## SmartKarrot Overview Updated August 2026 AI summary SmartKarrot equips customer success teams in businesses of all sizes with tools for engagement tracking, account management, churn and renewal management, and customer journey mapping. Delivered as a cloud-based platform, it offers customizable analytics, surveys, workflow automation, and third-party integrations. Users note its ease of use and flexible interface, though integration with complex systems may require additional support. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SmartKarrot 4.4 (37) VS. [4.7 (267)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting Price $15000 Usage Based, Per Year Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (37) Ease Of Use 4.6 (267) Value For Money 4.4 (26) Value For Money 4.6 (231) Customer Service 4.8 (32) Customer Service 4.7 (217) ## SmartKarrot alternatives [4.3 (12)](https://www.capterra.com/p/160959/Intouch-Insight/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (130)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (1,788)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.9 (109)](https://www.capterra.com/p/78966/Preferred-Patron-Loyalty/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## FAQs about SmartKarrot Overview ### Which roles and teams benefit most from SmartKarrot? SmartKarrot is most used by customer success teams, including customer success managers, client success specialists, and success leaders who need to monitor account health, drive adoption, and manage renewals. Account managers, operations leads, and executives use it to streamline customer workflows, improve visibility, and support retention-focused decision-making. Answer based on 37 reviews Overview ### What company size and industries is SmartKarrot built for? SmartKarrot is for SaaS and enterprise applications, with 84% of reviewers from small businesses and its strongest industry fit in Computer Software and Information Technology and Services at 27% each. It also has meaningful use in Education Management, which accounts for 24% of reviewers. Answer based on 37 reviews Features and Usability ### What are the key features of SmartKarrot? SmartKarrot offers customer success and engagement features including account management, customer segmentation, health score tracking, churn and renewal management, and workflow automation. It also includes surveys and feedback tools such as NPS, CSAT, and CES structures, plus reporting, dashboards, predictive analytics, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? SmartKarrot starts at $15,000 per year on the Basic plan, which is usage based and includes 5 users plus 2 third-party integrations. The only pricing-related review calls the cost “a little high,” but also says the price includes top-class service. Answer based on 1 reviews Integrations ### Which third-party tools and platforms does SmartKarrot integrate with? SmartKarrot integrates with 10 third-party tools, including reviewer-cited Freshdesk, Microsoft Outlook, Salesforce Sales Cloud, and Zoho Books. Official catalog integrations also include Gmail, Slack, Jira, Asana, HubSpot CRM, and Stripe. These connections cover support, email, CRM, project management, finance, and billing workflows. Answer based on 11 reviews Getting Started and Support ### What training and onboarding options does SmartKarrot offer? SmartKarrot provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided learning, while documentation and videos offer self-paced reference materials for teams that need setup guidance and feature information. Answer based on 7 reviews Getting Started and Support ### What customer support options does SmartKarrot offer? SmartKarrot provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users say the support team helped make onboarding very simple, and the platform is easy to use with little training needed. The in-platform survey system is also described as a useful addition. Answer based on 1 reviews Ease of use ### How easy is SmartKarrot to use? SmartKarrot feels easy to navigate for most customer success teams, especially after onboarding and initial setup. The interface is generally user-friendly, daily workflows like account tracking and playbooks are accessible, and support helps with adoption, though complex products and integrations can create a learning curve for some enterprise users. Answer based on 11 reviews ## Features AI summary Based on 3,697 Customer Engagement reviews Capterra reviewers highlight these features as the top priorities when evaluating customer engagement software: - **Content Management** (**53%** of reviewers rated this feature as critical) - **Engagement Tracking** (**44%**) - **Activity Tracking** (**40%**) SmartKarrot supports **Engagement Tracking** and **Activity Tracking**, giving teams visibility into how customers interact with accounts and helping them monitor ongoing usage and behavior. However, it does not include **Content Management**. Instead, it offers other highly rated capabilities, including **Third-Party Integrations** (**45%**), **Alerts/Notifications** (**42%**), and **Customer Database** (**41%**), providing teams with connected customer data, timely updates, and a centralized record of account information to improve follow-up and retention efforts. Activity Tracking 4.5 (13) 53.85% of 13 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Alerts/Notifications 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customer Database 4.5 (6) 66.67% of 6 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Customer Management 4.5 (15) 73.33% of 15 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Health Score 4.3 (13) 76.92% of 13 reviewers that rated this feature as important or highly important Calculate a company, client account or person's health via a scoring system Reporting/Analytics 4.4 (10) 70.00% of 10 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data SmartKarrot 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - CES Survey Structure: Survey designed to measure the Customer Effort Score & evaluate their satisfaction of using product or service - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - CSAT Survey Structure: Survey designed the measure customer satisfaction with a product, service, and more - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Health Score: Calculate a company, client account or person's health via a scoring system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Data Collection: Collect information from multiple sources - Negative Feedback Management: Identify, track, and respond to negative feedback - NPS of Customers: Calculate NPS of customers - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (37) 4.3 Based on 37 reviews ## Pricing Value for money 4.4 (26) [View pricing plan details](https://www.capterra.com/p/189459/SmartKarrot/pricing/) Basic $15,000 Usage Based,Per Year It includes: - 5 users - 2 Third Party Integrations Growth Custom Quote Available It includes: - 10 Users - 1 SaaS Product - 3 Third Party Integrations Pro Custom Quote Available It includes: - 25 Users - 3 SaaS Products - 4 Third Party Integrations Enterprise Custom Quote Available It includes: - Custom - 3+ SaaS Products - 4+ Third Party Integrations Value for money 4.4 (26) 4.4 Based on 26 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (32) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (32) 4.8 Based on 32 reviews ## User reviews Overall rating 4.4 Based on 37 reviews Filter by rating 5(15) 4(20) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent AK Anish K. Customer Success Lead Education Management ### "A customer focused team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 8, 2024 Fabulous! SmartKarrot helped us with streamlining our customer success processes and workflows. Pros We like the wide array of features that the platform provides, it helps us stay organised and track our activities. Overall it’s the team that supports us, consults us and guides us towards our goals is what we appreciate. Cons Lack of canned training content was something i liked the least. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Anam S. Customer Success Manager Information Technology and Services ### "Best software for Customer success. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 22, 2024 Smooth working of the software helped in engaging the client. Pros ease of tracking your daily tasks follow ups and customer details. Cons automatic generation of the set touchpoints that were added automatically. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VA Vicky A. Sr. Customer Success Manager. Information Technology and Services ### "Feedback on smartkarrot." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 22, 2024 Pros Ease in use,gives detailed info about product adoption from client side. Cons The task management,where we can can the todays task in future task, can be marked as complete. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Vanshaj D. Senior Customer Success Manager Education Management ### "A customer focused team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 24, 2023 Pros We appreciate the platform's diverse range of features, which aids in our organization and activity tracking. Primarily, it's the supportive team that assists, consults, and directs us toward achieving our goals that we value the most. Cons Absence of pre-made/canned training materials. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MV Monika V. Customer Success Lead Education Management ### "CS performance tracking option" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 November 8, 2023 Pros reports insights and tracking system through playbook and touchpoints. Cons Reports should be downloaded directly and in reports filter option should be according to reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RK Raj K. CSM Education Management ### "Helps me to track my Client at one place!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 18, 2023 Pros It's easy to use & helps me to control my task. Cons Can't see my past tasks if it would could be seen that would help me or anyone on which particular date of past what were the works I did. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Joe S. Customer Success Manager Information Technology and Services ### "Great for CSM tasks" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 30, 2023 Pros Easy to log notes and tasks for customers. Great to track customer health scores and monitor activity Cons Logging emails as touch points can sometimes be buggy Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Antonio B. CSM Logistics and Supply Chain ### "Very Useful, Has a Lot of Potential" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 June 29, 2023 Pros Practically speaking, I only need to use SmartKarrot for all of my client/customer management needs. Cons It is very much a developing product/platform. The core features are there, and I think its potential is great. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Customer Success Specialist Information Technology and Services ### "Easy to use and great for communication and account management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 29, 2023 My overall experience has been a positive one. SmartKarrot makes it easy to stay organized so I’m always prepared whenever I meet with clients. Pros The platform is easy to use, and it syncs directly with our analytics platform and email provider. I use SmartKarrot daily to track my communication and monitor customer usage of our tool. Cons Sometimes I am I unable to store a contact for a particular account. At times, it can be slow to sync up with sent emails. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Manager - Customer Success Team Computer Software ### "Great tool for managing customer interaction" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 21, 2023 My team's overall experience with SmartKarrot has been positive so far and we have been able to more effectively manage our customer book and realize areas that are needed to improve our own customer's experience. Pros The ability to add in customer details with ease is very helpful when business is continuing to grow. Setting up complex tasks for different customer segments is made very easy with SmartKarrot. This is a tool that was easy to integrate into our team's daily processes. Cons There can be occasional bugs when logging customer touchpoints or other data, but these are infrequent and resolved with the help of SmartKarrot's team. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/189459/SmartKarrot/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.