Customer and Donor Engagement Software in AI answers

Data as of Oct 22, 2026Based on 127 AI responsesReviewed by Dimitry Apollonsky

AI summary

Influitive and InTouch Insight share the market closely, with Influitive recommended for gamified customer advocacy and InTouch Insight for omnichannel mystery shopping audits. When organizations need to segment overlapping donor, volunteer, and board member lists, Bloomerang is the usual answer.

What’s changing · since July

Since July, Bare Internationalrising has become a regular recommendation for omnichannel mystery shopping audits. Meanwhile, IntelliShopfalling and BestMarkfalling appear less often for those evaluations, while Donorboxrising has gained mentions across donor management prompts.

Most-mentioned brands

Rank and Mentioned in · since Jul 6

#	Brand	Recommended for	Mentioned in
1	Influitive 32% gamified customer advocacy programs and community engagement	gamified customer advocacy programs and community engagement	32%
1	InTouch Insight 29% technology-driven omnichannel mystery shopping and multi-channel audits	technology-driven omnichannel mystery shopping and multi-channel audits	29%
3	ReferenceEdgePoint of Reference product line 24% Salesforce-native tracking of customer reference calls and content	Salesforce-native tracking of customer reference calls and content	24%
3	UserEvidence 24% automating customer case studies and managing reference content	automating customer case studies and managing reference content	24%
3	Ipsos 22% global research and mystery shopping across physical, digital, and phone channels	global research and mystery shopping across physical, digital, and phone channels	22%
3	Second To None 22% holistic omnichannel mystery shopping and journey mapping assessments	holistic omnichannel mystery shopping and journey mapping assessments	22%
3	SlapFive 21% capturing customer evidence stories while preventing reference call fatigue	capturing customer evidence stories while preventing reference call fatigue	21%
3	Bare International 20% customized mystery shopping audits covering in-person, phone, and digital touchpoints	customized mystery shopping audits covering in-person, phone, and digital touchpoints	20%
3	Bloomerang 19% nonprofit database segmentation showing overlap between donors and volunteers	nonprofit database segmentation showing overlap between donors and volunteers	19%
3	Point of Reference 17% managing customer reference call requests and advocate workflows	managing customer reference call requests and advocate workflows	17%
11	Deeto 15%		15%
11	Quiktrak 12%		12%
11	IntelliShop 11%		11%
11	Little Green Light 10%		10%
11	Shared Insight 10%		10%
11	Salesforce Nonprofit CloudSalesforce product line 9%		9%
17	DonorDock 9%		9%
17	Confero 9%		9%
17	Base · base.ai 8%		8%
17	Donorbox 8%		8%
17	Market Force · marketforce.com 8%		8%
17	Reality Based Group 8%		8%
17	RO InnovationUpland Software product line 8%		8%
17	DonorPerfect 7%		7%
17	Marketforce · mktfce.com 7%		7%
17	Nsite Inc.7%		7%
17	Neon One 6%		6%
17	Neon CRMNeon One product line 6%		6%
17	Givebutter 6%		6%
17	Airtable 6%		6%
17	ARC Quality Solutions 6%		6%
17	HubSpot 6%		6%
17	Virtuous 5%		5%
17	CauseVox 5%		5%
17	Peerbound 5%		5%
17	Microsoft Power BIMicrosoft product line 5%		5%
37	Salesforce Sales CloudSalesforce product line 4%		4%
37	Sonata CXSonata Software product line 4%		4%
37	Salesforce Nonprofit Success Pack (NPSP)Salesforce product line 4%		4%
37	Secret Shopper 4%		4%
37	Salesforce CRMSalesforce product line 3%		3%
37	More Good Together 3%		3%
37	Canva 3%		3%
37	Coyle Hospitality Group 3%		3%
37	PRESENCE 3%		3%
37	Tableau AgentSalesforce product line 3%		3%
37	Google SheetsAlphabet product line 3%		3%
37	VeriShop Insights 2%		2%
37	Gainsight 2%		2%
37	Salesforce 2%		2%
37	AboutFace Corp 2%		2%
37	Mystery Shopper Services 2%		2%
37	Venngage 2%		2%
37	TableauOwned by Salesforce 2%		2%
37	AuditCX 2%		2%
37	Microsoft ExcelMicrosoft product line 2%		2%
37	Lucidchart 2%		2%
37	Microsoft Dynamics 365Microsoft product line 2%		2%
37	Undercover CX 2%		2%
37	ISC-CX 2%		2%
37	Miro 2%		2%
37	DonorSnap 2%		2%
37	CXG 2%		2%
37	Proinsight 2%		2%
37	HS Brands 2%		2%
37	BestMark 2%		2%
37	Helion Market Research 2%		2%
37	Microsoft 2%		2%
37	Upstream BPO 2%		2%
70	BetterUnite 1%		1%
70	Giveffect 1%		1%
70	Keela 1%		1%
70	AQ Services 1%		1%
70	AdvocateHubInfluitive product line 1%		1%
70	Argenta Software 1%		1%
70	StatsKingdom 1%		1%
70	Microsoft LearnMicrosoft product line 1%		1%
70	Pipedrive 1%		1%
70	EveryActionBonterra Tech product line 1%		1%
70	Global Surveys 1%		1%
70	Base 1%		1%
70	Blackbaud 1%		1%
70	Blackbaud Integrated PaymentsBlackbaud product line 1%		1%
70	ClientSuccess 1%		1%
70	MonkeyPod 1%		1%
70	Mershimer Group 1%		1%
70	Blackbaud Raiser's Edge NXTBlackbaud product line 1%		1%
70	Clareefai 1%		1%
70	ath Power Consulting 1%		1%
70	Trustmary 1%		1%
70	Sinclair Customer Metrics 1%		1%
70	Ubertesters 1%		1%
70	Mystery Shoppers Ltd 1%		1%
70	ActiveCampaign 1%		1%
70	TrustED 1%		1%
70	Gigwalk 1%		1%
70	Service Evaluation Concepts 1%		1%
70	Creately 1%		1%
70	Renascence 1%		1%
70	Kindful 1%		1%

Who leads each AI engine

ChatGPT SearchChatGPT Search: =1Influitive Ipsos+2
Google AI ModeGoogle AI Mode: =1UserEvidence Bloomerang+6

Mentioned in on each engineChatGPT SearchGoogle AI Mode

Widest split: Ipsos, 35% on ChatGPT Search and 9% on Google AI Mode.

Mentioned in on each AI engine, by brand
Brand	ChatGPT Search	Google AI Mode
Influitive	35%	30%
InTouch Insight	30%	28%
UserEvidence	16%	31%
Ipsos	35%	9%
Bloomerang	8%	30%
Bare International	32%	8%
SlapFive	22%	20%
ReferenceEdge	19%	28%
Point of Reference	21%	13%
Second To None	17%	27%

Latest insights

Weeks of Aug 10 – Sep 6, 2026 · Since Jul 5

Bloomerang Gap between platforms: Bloomerang's platform gap in Customer and Donor Engagement Software widened: Google AI Mode 30.2%, ChatGPT Search 8.1%
Ipsos Gap between platforms: A 26.8-point platform gap for Ipsos in Customer and Donor Engagement Software: ChatGPT Search 35%, Google AI Mode 8.2%
ReferenceEdge Slipping: ReferenceEdge fell behind Influitive in Customer and Donor Engagement Software
ReferenceEdge Gaining: ReferenceEdge moved ahead of UserEvidence in Customer and Donor Engagement Software
ReferenceEdge Gaining: ReferenceEdgeZoko now trails ReferenceEdge in Customer and Donor Engagement Software

and 2 more insightssee the ranking

Questions and answers

How do we segment our list? We need a tool that separates volunteers, donors, and board members but shows their overlap.
I need a customer advocacy software for managing case studies and reference calls.
Which mystery shopping companies specialize in auditing omnichannel customer experiences?

Sources AI cites100

61% of citations point at the ranked brands’ own sites. quirks.com, checkthat.ai, marketforcegroup.com are the most-cited sites outside the ranked brands’ own domains.