ClearSlide vs. GoalPlan Comparison


ClearSlide Bigtincan	GoalPlan Goalplan	+	+
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		Related Products ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,400 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly. 251 Ratings Visit Website Intermedia Unite Intermedia Unite® brings business communications, collaboration, and customer engagement into one easy-to-use platform—keeping teams connected, productive, and responsive from anywhere. It replaces fragmented tools by combining business phone service, video conferencing, team chat, and file sharing into one seamless experience, so employees can collaborate without switching apps. Unite delivers enterprise-grade calling with 100+ features, integrated customer engagement, and enhanced Microsoft Teams experiences. With mobile and desktop apps, users can call, meet, message, and engage customers from anywhere while maintaining a consistent business identity. AI-powered transcription, summaries, and insights help teams capture details and follow up efficiently. Backed by 99.999% uptime and J.D. Power-certified support, Unite ensures reliable performance—resulting in simpler communications, more productive teams, and better customer engagement. 1,634 Ratings Visit Website Google Workspace Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save 25%" above! 69,271 Ratings Visit Website 3CX 3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box. Suitable for any business size or industry 3CX can accommodate every need; from mobility and status to advanced contact center features and more, at a fraction of the cost. Ideal for companies working remotely, 3CX includes mobile apps, video conferencing and website live chat. Installation, management and maintenance of the PBX is so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise on Windows, Linux or in the cloud. Alternatively you can choose to have it hosted by 3CX for a completely hassle-free solution. 1,237 Ratings Visit Website Zoom Phone Zoom Phone is an AI-powered cloud-based business phone system that provides voice calling, messaging, and unified communications through a Voice over Internet Protocol (VoIP) platform. The software enables employees to make and receive business calls from desktop computers, mobile devices, and compatible desk phones. Its calling features include auto receptionists, call queues, call forwarding, voicemail, call recording, SMS, and intelligent call routing. Built-in AI capabilities provide post-call summaries, voicemail transcription, action item extraction, and automated follow-up assistance. Zoom Phone also supports an optional AI receptionist that answers customer inquiries, schedules appointments, and transfers calls to appropriate employees. The platform integrates with Zoom Meetings, Zoom Chat, Salesforce, Microsoft, Google, and other business applications while providing centralized administration and call analytics. 2,944 Ratings Visit Website Adobe Experience Manager Adobe Experience Manager is a content management platform that integrates digital asset management, content management systems, and digital enrollment tools. The platform features AI-based agents that automate workflows, governance, and content optimization. Experience Production Agent streamlines site updates and content migration, while Content Optimization Agent adapts content for different channels. The system includes a comprehensive digital asset management solution that facilitates rapid sourcing and delivery of assets, minimizing time spent on content adjustments. Digital forms and guides functionality enables streamlined form creation and e-signature capabilities for enhanced document management. Additional components include learning manager for educational content delivery and digital guides for documentation management. The platform connects these various elements to create a cohesive system for managing digital content across multiple touchpoints. 1,901 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. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Air Air gives your team's work a memory. Every asset, version, and approval is tracked in one place, and that context powers everything that happens next: finding what's approved in seconds, adapting it for any channel, and scaling it everywhere without breaking brand. Air connects the creative team that makes the work to the marketing team that multiplies it, with a shared system of record keeping everyone aligned. 849 Ratings Visit Website Fathom Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible. 7,880 Ratings Visit Website
About Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.	About Sales organizations across the globe gain true value utilizing Goalplan's Platform Solution. Enjoy watching your organisation's performance in real time. Goalplan visualizes your business data and KPIs. Enabling you to track any type of data and getting the insights necessary to drive performance. Drive the company's performance by digitizing the management processes. Define and distribute targets. Manage sales budgets. Coach and communicate with the teams. And delegate necessary tasks. Improve engagement by sharing campaigns, broadcasting information and distributing sales competitions. Enabling your entire staff to learn, grow, get educated and well informed. The roll-out of Goalplan to our frontliners and sales management has been a game-changer for us. We have gained both speed and control that increases our productivity and saves us time. Time that we can spend on performing our sales activities instead.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies of all sizes in a variety of industries	Audience Companies searching for a sales management solution
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $35.00 per user per month Free Version Not Supported Free Trial Supported	Pricing $25 per user per month Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 4.3 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	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
Pros & Cons from Real Users Pros I can make sales proposals for my clients with a lot of determination. It's fantastic to be able to be on the lookout for when a customer has seen the informational material. I have it integrated with Gmail, and the interface looks excellent. It is a great tool that drives sales in such a way that allows us to differentiate our brand from those of the competition, thus establishing the strengths and weaknesses that we have as a company, in this way, will enable us to ensure that the correct and accurate information is shared to capture customers immediately and maintain a concrete communication through email, online conferences and even allows us to visualize that our customers are reading all the proposals that are sent to them. nIn short, it streamlines the follow-up of each sale made or made since it allows us to plan before, during, and maintain contact with the public after the sale has been made. ClearSlide integrates communication. Robust customer engagement. Easily integrates with Salesforce, Gmail, Outlook and Slack. Increases productivity. Our marketing and sales team both are happy using this software, very easy to use. No training is required. Video tutorials are also available. Efficient tool. Cons I wish it had a free version so I could preview the features. Luckily it was what I was looking for, and I quickly adapted to your tools. The sales team is aware that the price is a little high compared to other programs with similar features to ClearSlide, but it could be said that this tool complements other relevant aspects of management to justify its price. Free trial version is available. Good customer service. No cons.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Bigtincan Founded: 2010 United States www.clearslide.com	Company Information Goalplan Founded: 2016 Sweden www.goalplan.com
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Categories Content Experience Supported Digital Sales Room Supported Email Tracking Supported Personalized Video Supported Sales Coaching Supported Sales Content Management Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Video Conferencing Supported Video Email Supported Web Conferencing Supported	Categories Employee Engagement Supported Sales Coaching Supported Sales Enablement Supported Sales Performance Management Supported
Sales Enablement Features Collaboration Supported Contact Management Not Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Not Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Not Supported Territory Management Not Supported Training Management Supported Show More Features Email Tracking Features A/B Testing Not Supported Audience Segmentation Not Supported Campaign Management Supported Event-Based Notifications Not Supported Location Tracking Not Supported Team Management Not Supported Sales Engagement Features Call Scripts / Call Steps Not Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Not Supported Reporting / Analytics Supported Sales / Voice Dialer Not Supported Sales Automation Not Supported Search Not Supported Task Management Not Supported Templates Not Supported Workflow Management Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Not Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Not Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Not Supported	Sales Coaching Features Assessments Not Supported Audio / Video Conferencing Not Supported Built-In Course Authoring Supported Call Recording Not Supported Gamification Supported Goal Setting / Tracking Supported Learning Plans Supported Onboarding Supported Performance Metrics Supported Sales Enablement Features Collaboration Supported Contact Management Not Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Supported Training Management Supported Show More Features Employee Engagement Features Benchmarking Supported Cultural Alignment Not Supported Employee Awards Not Supported Employee Guides Not Supported Employee Recognition Not Supported Feedback Management Supported Goal Management Supported Health & Wellness Programs Not Supported Performance Management Supported Pulse Surveys Supported
Integrations Chorus by ZoomInfo Supported ExecVision Supported Gong Supported Microsoft Dynamics 365 Supported Rippling Supported SalesDirector.ai Supported Salesforce Supported Slack Supported View All 8 Integrations	Integrations Chorus by ZoomInfo Not Supported ExecVision Not Supported Gong Not Supported Microsoft Dynamics 365 Not Supported Rippling Not Supported SalesDirector.ai Not Supported Salesforce Not Supported Slack Not Supported
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