AgentCubed vs. SalesExec Comparison


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Simple, no-code, drag-and-drop functionality makes it easy to create new applications, workflows, and reports independently without IT or developers. - Manage a centralized risk register with multiple hierarchies - Keep tabs on financial impacts & probabilities based on risk tolerance - Capture & relate financial, operational, reputational & third-party risks - Map controls to regulations, frameworks, incidents & risks - Remediate findings through workflows or the POA&M process Ready-made products get you started in as quickly as 30 days: - Governance, Risk & Compliance Suite - Risk Management - Third-party Risk - Controls & Compliance - Audit & Assurance - Policy Lifecycles - CMMC - BC/DR FedRAMP moderate environment available. 169 Ratings Visit Website Satori Satori is a Data Security Platform (DSP) that enables self-service data and analytics. Unlike the traditional manual data access process, with Satori, users have a personal data portal where they can see all available datasets and gain immediate access to them. Satori’s DSP dynamically applies the appropriate security and access policies, and the users get secure data access in seconds instead of weeks. Satori’s comprehensive DSP manages access, permissions, security, and compliance policies - all from a single console. Satori continuously discovers sensitive data across data stores and dynamically tracks data usage while applying relevant security policies. Satori enables data teams to scale effective data usage across the organization while meeting all data security and compliance requirements. 86 Ratings Visit Website Lofty Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. 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It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business. 52 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. 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About Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.	About SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.	Audience Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $65.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information AgentCubed Founded: 2010 United States www.agentcubed.com	Company Information ClickPoint Software Founded: 2007 United States hubs.ly/H0KDh-70
Alternatives SalesExec ClickPoint Software	Alternatives HubSpot Sales Hub HubSpot
OWLS OWLS Software	Myphoner
Apizeal	SMSBump Yotpo
TL LeadManager TargetLeads	Kixie PowerCall & SMS Kixie
NextAgency for Health & Life Insurance Take44, Inc. View All	Close View All
Categories Health Insurance Insurance Agency Lead Management Policy Management	Categories Call Center Campaign Management Dashboard Email Marketing Inside Sales IVR Lead Capture Lead Management Lead Nurturing Mobility Sales Acceleration Sales Enablement Sales Engagement SMS Marketing Telephony
Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features Insurance Agency Features Claims Management Commission Management Contact Management Document Management Insurance Rating Life & Health Policy Management Property & Casualty Quote Management Policy Management Features Approval Process Control Attestation Audit Trails Policy Creation Policy Library Policy Metadata Management Policy Training Reporting / Analytics Version Control Workflow Management	Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features Call Center Features Blended Call Center Call Logging Call Recording Call Scripting Campaign Management Database Escalation Management Inbound Call Center IVR / Voice Recognition Manual Dialer Outbound Call Center Predictive Dialer Progressive Dialer Queue Management Real-time Chat Reporting/Analytics Campaign Management Features Channel Management Contact Database Email Marketing Event Triggered Actions Lead Management Multi-Campaign Dashboard Features Annotations Data Source Integrations Functions / Calculations Interactive KPIs OLAP Private Dashboards Public Dashboards Scorecards Themes Visual Analytics Widgets Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor IVR Features Call Center Call Logging Call Recording Call Routing Multiple Scripts Phone Key Input Survey Management Text to Speech Voice Customization Voice Mail Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Capture Features Business Card / Badge Scanning Dashboard Data Extraction Lead Distribution Lead Notifications Lead Nurturing Lead Qualification Lead Scoring Online Forms Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Mobility Features App Management Barcode Scanning Compliance Management Content Management Data Collection Data Management File Management Forms Automation Mobile Messaging Remote Access Remote Systems Monitoring SMS Marketing Features 2-Way Messaging Artificial Intelligence Contact Management Mass Texting Message Personalization MMS Mobile Coupons Mobile Keywords Polls / Voting Reporting/Analytics Scheduled Messaging Shortcodes Text-to-Win Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Telephony Features Auto-Dialer Call Center Management Call Monitoring Contact Management Inbound Reporting IVR / Voice Recognition Outbound Reporting Predictive Dialer Telemarketing Management Voice & Data Integration VoIP
Integrations 8x8 Cisco Webex Domo FullContact Nextiva RingCentral RingEX Skype	Integrations 8x8 Cisco Webex Domo FullContact Nextiva RingCentral RingEX Skype View All 7 Integrations
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