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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

Spend 50% less time prospecting - and get better results. Increase qualified meetings, reduce time prospecting, and increase revenue by targeting your company’s specific personas. Keep your outbound engine running. The highly-targeted lead gen platform that integrates with all of your sales tools. Only source leads that match your ideal customer persona. Based on filters like company size, technology usage, social profiles, department sizes & more. It then pushes them directly into your personalized sales engagement campaigns. Eliminate tasks that steal hours from your sales reps. Ditch the spreadsheets. No more list cleaning and lead deduplication. Personas saves reps 10-22 hours per week compared to old-school manual lead selection. A single integrated platform for lead management. Personas syncs bi-directionally with Salesforce, HubSpot, Outreach & more to ensure your lead data is always up to date everywhere. It never sources leads you already have in your CRM.

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

Sales teams

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

$500 per month
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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Catchlight
United States
catchlight.ai/

Company Information

Personas
Founded: 2014
United States
www.gopersonas.com

Alternatives

Alternatives

Freshsales

Freshsales

Freshworks
Clearbit

Clearbit

HubSpot

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

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

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

Sales Intelligence Features

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Integrations

AdRoll
Facebook
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
LinkedIn
Mailchimp
Marketo
Mixmax
Outreach
PersistIQ
Pipedrive
Salesforce
Salesloft
Yesware
Zapier

Integrations

AdRoll
Facebook
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
LinkedIn
Mailchimp
Marketo
Mixmax
Outreach
PersistIQ
Pipedrive
Salesforce
Salesloft
Yesware
Zapier
Claim Catchlight and update features and information
Claim Catchlight and update features and information
Claim Personas and update features and information
Claim Personas and update features and information