Knowledge management software (KMS) helps organizations capture, organize, and share information so employees and customers can get accurate answers fast. Here's how to choose the right solution for your service team.
Customers want more than they used to, and they want it fast. This makes effective knowledge management more crucial than ever. Knowledge management software (KMS) helps organizations capture, store, and share information efficiently, ensuring that everyone has access to the right information at the right time.
By investing in comprehensive customer service software, companies ensure their service reps have quick access to accurate customer data and customers have quick access to the answers they need.
Let's take a look at how KMS functions, why it matters to service teams, and how to roll it out with impact.
What is knowledge management software?
Knowledge management software is a system that helps organizations capture, organize, and share information so employees and customers can access it easily when they need it. A strong knowledge management system acts as a central repository that reduces information silos, prevents knowledge loss, and creates a single source of truth across teams.
By streamlining knowledge resources and creating a single hub for process documentation, customer insights, and more, KMS helps to improve collaboration and maintain consistency in service. It can also accelerate decision-making by reducing back and forth with various departments and minimizing the time it takes to access information. When paired with ITSM and enterprise service management platforms, KMS enhances customer service incident management by giving reps immediate access to resolution protocols.
When it comes to onboarding new employees, KMS can quickly connect staff with the right experts and resources to do their job effectively.
5 best knowledge management software and tools for 2025
Choosing the right knowledge management software is a big task, but understanding how tools are evaluated can make the decision easier. The following list is curated from G2
and Capterra
, both of which score software based on user feedback, features available, and overall satisfaction.
G2 uses a five-star system focused on usability, customer satisfaction, and market presence, while Capterra (which also uses a five-star system) incorporates user ratings across categories like ease of use, customer support, and value for money.
Each of the tools listed here has a minimum rating of four stars, meaning they’re top contenders for your business.
1. Salesforce Agentforce for Service
Salesforce Agentforce for Service combines case management, omnichannel engagement, knowledge management, and artificial intelligence (AI) assistance into one trusted platform. With built-in knowledge base tools, Agentforce for Service lets team members create, organize, and share articles internally and externally. This way, customers and reps always have access to reliable information.
Agentforce generates trusted responses directly from knowledge content, and its AI customer service agents resolve routine requests automatically. In addition, service leaders get access to powerful analytics dashboards, which track case resolution times, knowledge base usage, and customer satisfaction trends.
How it helps customer service teams:
Content creation and organizational tools: Agentforce for Service is equipped with a built-in knowledge base where reps can build, update, and organize help articles. Salesforce enables up-to-date content with features like version control and article lifecycle management.
Analytics and usage insights: Dashboards and reporting tools provide information on case load, rep performance, SLA tracking, and customer satisfaction trends. This data helps teams monitor how the knowledge base is used and identify gaps.
Integration capabilities: Agentforce for Service seamlessly integrates with other Salesforce products (CRM, Marketing Cloud, Slack, etc.) and external tools. It supports omnichannel case routing across email, live chat, phone, and social media.
Feedback and improvement mechanisms: Users can contribute feedback on knowledge base articles. Usage data reveals which content is frequently viewed or causes repeat tickets, enabling continual refinement.
2. Zendesk Support Suite
Zendesk Support Suite
combines ticketing, self-service knowledge bases, AI-powered tools (search, content suggestions, and assistance), plus analytics and reporting to support customer service and self-service workflows. On review sites, the software gets high ratings for usability, integrations, and support features. User reviews also show strong performance when it comes to ticketing, knowledge management, and omnichannel capabilities.
How it helps customer service teams:
Content creation and organizational tools: Teams can build and manage knowledge bases for internal and external use. Workflows allow article review, publishing, and version control.
Intelligent search and navigation: Semantic, federated, and generative search capabilities let users find relevant content even when they don't know exact keywords. Additionally, AI tools provide suggestions for relevant articles within support tickets.
Analytics and usage insights: Performance dashboards track ticket volume, knowledge base usage, search success, and areas with low satisfaction or high repeat tickets. Teams can see which content is underperforming and update accordingly.
Integration capabilities: The system supports multichannel support (email, chat, voice, social media), integrates with many third-party tools and CRMs, embeds help centers into customer and rep workflows, and connects closely with the ticketing system.
Feedback and improvement mechanisms: Users can flag or provide feedback on articles. Usage patterns and search logs reveal where customers are struggling. Scheduled audits and review processes help keep knowledge fresh.
3. Freshdesk
Freshdesk
by Freshworks earns high scores in knowledge base, multichannel support, ease of use, and analytics. Users note that its ticketing workflows, AI-assisted tools, and unified analytics across channels are valuable features.
Freshdesk offers cloud-based help desk software that unifies customer requests arriving via email, chat, phone, or social media into tickets, automates various workflows, supports self-service with a knowledge base, and provides dashboards and custom reporting for tracking performance.
How it helps customer service teams:
Content creation and organizational tools: The system includes a knowledge base for external self-service and internal service rep reference. Users can create, categorize, and manage articles, and reuse content across help center pages.
Intelligent search and navigation: The platform supports search across the knowledge base and ticket history. It includes AI-assisted suggestions and helps route tickets based on content, helping reduce misrouting and wasted time.
Analytics and usage insights: You can use both prebuilt and custom reporting. Teams can track metrics like ticket volume, response and resolution times, rep productivity, and customer satisfaction, and identify trends to predict bottlenecks.
Integration capabilities: It offers third-party integrations and works across a variety of communication channels. It also integrates with other Freshworks tools, providing unified dashboards and data-sharing across products.
Feedback and improvement mechanisms: The system has features for collecting feedback and metrics, reviewing how frequently knowledge base articles are used, and surfacing frequently asked questions. Reports can highlight underperforming content or high-volume queries so you can determine if you need new articles or revisions.
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Zoho Desk
is highly rated for its knowledge base, self-service, omnichannel support, and value. Users point out that it's easy to use, has a range of features, and, in general, is a satisfying product. It provides help desk and knowledge management tools, automation, reporting, and AI-assisted suggestions.
How it helps customer service teams:
Content creation and organizational tools: The system offers a multi-brand knowledge base and help center. It supports rich media, SEO-friendly article metadata, categorization, subcategories, and permission controls.
Intelligent search and navigation: The auto-suggest feature pulls up relevant articles based on keywords in tickets. The Help Center is customizable and SEO-friendly, helping end users find answers easily. Service reps can use contextual suggestions while handling tickets.
Analytics and usage insights: It has built-in dashboards and reporting tools and integrates with other analytics systems. Teams can track article views, search behavior, and content effectiveness.
Integration capabilities: It connects with other Zoho products and supports multiple channels. Application programming interfaces (APIs) and marketplace extensions allow more integrations.
Feedback and improvement mechanisms: Article feedback via likes, dislikes, and comments is built in. Usage data and report insights help identify gaps in what people are searching for but not finding. There are workflows for content review and revision.
5. Guru
Guru
has high ratings for usability, search, integrations, and customer satisfaction. These ratings reflect strong performance in knowledge base functionality, ease of setup, and ability to surface accurate information in workflow.
Guru is an AI-powered knowledge management system designed to help teams capture, maintain, and access trusted information quickly. It uses bite-sized, searchable notes called "knowledge cards," along with verification workflows and contextual suggestions to keep content accurate and relevant. Guru also integrates seamlessly with tools like Slack, Teams, browsers, and CRMs to deliver information where and when it's needed.
How it helps customer service teams:
Content creation and organizational tools: The system uses "cards" to create modular units with information like procedures, FAQs, and best practices, and you can organize them into collections and folders. It supports workflows for verifying content via subject-matter experts to facilitate accuracy and consistency.
Intelligent search and navigation: Semantic, context-aware search and knowledge triggers surface relevant info from multiple locations without you needing to switch tools.
Analytics and usage insights: Provides dashboards and data on content usage, card views, searches, gaps (e.g., queries without good answers), and helps teams understand what content is working or needs updating. Verification intervals help surface stale content.
Integration capabilities: Integrates with tools like Slack, Microsoft Teams, browser extensions, and CRMs to make knowledge accessible in the flow of work. Permissions and role-based access help ensure content security across systems.
Feedback and improvement mechanisms: Features include expert verification workflows, reminders to review content, user feedback (likes/comments), and the ability to see usage and search logs to identify missing or outdated content.
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Implementing knowledge management software empowers organizations to streamline operations, preserve business knowledge, and foster a culture of continuous learning. By centralizing information and making it easily accessible, teams can work more efficiently, reduce redundancies, and make informed decisions that align consistently with company goals. Key advantages include:
Faster access to information: Hosting resources on an intranet helps to ensure employees always know where to look for reliable answers.
Higher team productivity: Shared resources reduce duplicate work and make collaboration easier across departments.
Consistent customer support: Customer support teams have access to accurate, up-to-date information, which helps maintain consistent service quality.
Improved onboarding and training: New employees can ramp up faster when processes, policies, and best practices are already documented.
Knowledge retention: Critical expertise stays in the system, lowering the risk of losing institutional knowledge when employees leave.
Continual improvement: Usage data and feedback reveal which resources are most valuable and where gaps exist, helping teams optimize content and keep knowledge bases relevant.
Types of knowledge management software
Different types of knowledge management platforms support different parts of the service experience. Some tools focus on managing internal documentation, while others are designed for customer-facing knowledge or service rep collaboration. Many modern platforms blend these functions, but it's useful to understand the core categories before choosing the right mix for your organization.
Here are the main types of knowledge management software:
Document management systems
These systems store and organize service docs, including policies, troubleshooting guides, and compliance records. Version control and permissions help ensure service reps always work from the latest, approved information.
Knowledge bases
Centralized, searchable data storage sites help employees and customers find answers quickly. They often include FAQs, tutorials, product how-tos, documentation hubs, and step-by-step resolutions for common issues.
Internal knowledge bases
Internal knowledge bases and knowledge management solutions act as a shared workspace where employees and new hires can access company policies, processes, and troubleshooting guides in one place. They serve as a central resource for service reps to find accurate answers quickly, speeding up case resolution and reducing training time.
Content management systems
These systems support the creation and delivery of service content across multiple channels, including help centers, community forums, and customer portals. Workflows help teams draft, edit, and publish consistent information.
Collaboration platforms
On these platforms, service teams can exchange knowledge in real time through chat, file sharing, and integrations with ticketing systems. They reduce silos and make it easier for service reps to get quick input from colleagues.
Learning management systems
Learning management systems deliver structured training content, such as onboarding modules, compliance courses, or skills development programs. They capture institutional knowledge in lesson and course formats and track learner progress. Many organizations pair them with a knowledge base so employees can both learn and reference information as they work. Salesforce Trailhead, for instance, offers individualized learning paths and the Serviceblazer Community on Slack provides real-time peer support.
Project management tools
Project management platforms often include knowledge features like task documentation, shared files, and progress tracking. When integrated with a KMS, they enable project knowledge — deadlines, deliverables, and best practices — stays visible and actionable across teams.
AI-powered knowledge tools
These tools use AI and machine learning to recommend relevant articles, generate suggested responses, and highlight content gaps, allowing reps to resolve cases faster and support customers more effectively.
Key features of knowledge management software
The most effective knowledge management software includes features that make information easy to capture, organize, and apply. Look for tools that support these core capabilities:
Powerful search functionality: Robust search helps employees and customers quickly find accurate information. Features like natural language search, filters, and relevance ranking save time and reduce frustration.
Collaboration tools: Built-in collaboration — such as shared editing, commenting, and version control — helps teams create and refine knowledge together while keeping content consistent across departments.
AI: AI can recommend relevant articles, auto-tag new content, generate draft responses, and surface context-aware suggestions during service interactions. AI agents like Salesforce Agentforce can even generate trusted responses directly from your knowledge base.
Content organization and workflows: Category structures, approval processes, and publishing workflows help maintain accuracy and help to ensure that knowledge stays current. Many platforms also offer templates for common article types, making it faster for teams to create consistent, high-quality content.
Access control and permissions: Strong KMS platforms include role-based access control so only the right people can create, edit, or view sensitive knowledge. This protects data integrity and compliance.
Analytics and insights: Usage dashboards show which content is most viewed, where searches fail, and what knowledge gaps need to be addressed, guiding continual improvement.
Integration with other systems: Strong integration with CRM, ticketing, and communication platforms allows knowledge resources to be easily accessible in your normal workflow and across every customer channel. Many platforms also connect with third-party apps, allowing teams to extend functionality and bring knowledge directly into the tools they already use.
How to choose the right knowledge management software
Selecting the right knowledge management software is about more than just ticking boxes — it's about finding a system that will work for your team today and grow with your organization over time. Don't just look at your team's physical needs currently; think about how you might scale services going forward, and what tools you need to do that efficiently. Consider factors like:
Ease of use: Both service reps and customers need a user-friendly, intuitive interface, so they can access knowledge quickly without extra training.
Integration with existing systems: A KMS should connect seamlessly with your CRM, ticketing platform, and communication channels to avoid data silos.
Scalability: As service operations expand, the software should handle larger volumes of knowledge, users, and cases without slowing down.
Customization: Look for flexible workflows, role-based permissions, and the ability to adapt content structures to fit your processes.
Future-ready capabilities: AI and automation features see to it that the platform will continue to deliver value as expectations evolve.
How Salesforce can help with knowledge management
Knowledge management software centralizes information, improves collaboration, and helps service teams work more efficiently.
Salesforce Agentforce for Service brings these benefits together with built-in knowledge base tools and seamless integrations across CRM and support channels. With Agentforce, service leaders can also tap into AI to surface trusted answers, automate responses, and reduce repetitive workload. The result is faster resolutions for customers, a lighter load for reps, and a scalable platform that evolves with your business.
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Watch Agentforce for Service resolve cases on its own, deliver trusted answers, engage with customers across channels and seamlessly hand off to human service reps.
Knowledge management software works by capturing, organizing, and storing information in a centralized system so employees and customers can access it when needed. Features like search, tagging, and AI suggestions make knowledge easy to find, while workflows and permissions keep content accurate and secure.
It prevents valuable information from being lost or siloed, enabling consistent service quality across teams. By making knowledge accessible, KMS enhances collaboration, supports faster onboarding, and helps organizations retain expertise even when employees leave. It also helps provide a better user experience.
The best tool depends on your organization's needs, but highly rated platforms like Salesforce Agentforce for Service offer core features like search, collaboration, and analytics, along with integrations and AI capabilities.
Common hurdles include resistance to adoption, poor data quality, and keeping content updated. Successful rollouts involve engaging employees early, setting clear roles for content ownership, and monitoring usage to identify and fix gaps in the knowledge base.
KMS can store structured content like FAQs, policies, and training manuals as well as unstructured knowledge such as case notes, chat transcripts, or employee best practices. Many systems also support multimedia like images, videos, or recordings.
Key metrics include knowledge base usage (article views, searches, and feedback), case deflection rates, average resolution time, and customer satisfaction scores. On the employee side, adoption rates and reduced onboarding time are strong indicators of success.