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About

Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.

About

The rush of closing a deal, the interaction with people, the competitive thrill — these are the things that make sales exciting. However, with more planners moving online and filling sales inboxes with countless RFPs, sales managers have less time to do what they love and must spend more time prioritizing leads to ensure that they're booking the right group business. Let us put the "fun" back in your funnel with Cvent Lead Scoring, a tool that automatically scores your leads and allows you to concentrate on actually selling!

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

Financial advisors searching for an AI solution designed to strategically grow their practice

Audience

Businesses looking for lead scoring

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
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:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.0 / 5
features 4.2 / 5
design 4.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Catchlight
United States
catchlight.ai/

Company Information

Cvent
Founded: 1999
United States
cvent.com

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
Blackthorn Events

Blackthorn Events

Blackthorn
Infer

Infer

IgniteTech

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

5X
Adobe Marketo Engage
Cisco Webex
Cvent LeadCapture
Cvent Virtual Attendee Hub
Integry
NetSuite
Validar
aarwinMEP
servis.ai

Integrations

5X
Adobe Marketo Engage
Cisco Webex
Cvent LeadCapture
Cvent Virtual Attendee Hub
Integry
NetSuite
Validar
aarwinMEP
servis.ai
Claim Catchlight and update features and information
Claim Catchlight and update features and information
Claim Cvent Lead Scoring and update features and information
Claim Cvent Lead Scoring and update features and information