ClosePlan vs. SolutionView Comparison Chart

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.

Like having Postman inside Salesforce! Declarative Webhooks allows users to quickly and easily configure bi-directional integrations between Salesforce and external systems using a point-and-click interface. No coding is required, making it a fast and efficient and as a native solution, Declarative Webhooks seamlessly integrates with Salesforce platform features such as Flow, Process Builder, and Apex. You can also leverage the AI Integration Agent feature to automatically build your integration templates by providing it with links to API documentation.

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.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

A no-code platform designed for creating mobile business applications tailored to Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. This toolkit empowers you to build white-labeled, scalable apps optimized for industries such as utilities, energy, construction, and field service. With offline functionality, secure data synchronization, and customizable features, you can design mobile solutions for inspections, asset management, work orders, and more. Its drag-and-drop interface makes it easy to create tailored forms, workflows, and dashboards—no coding required. For partners and ISVs, the toolkit offers an opportunity to build verticalized mobile solutions, extend CRM and ERP capabilities, and generate new revenue streams by delivering branded apps that meet the specific needs of frontline workers. Whether you're modernizing field operations or equipping clients with reliable mobile technology, this toolkit provides the tools you need to succeed.

Clazar is the leading Cloud Sales Acceleration Platform, built to help cloud GTM teams scale revenue across the AWS, Microsoft Azure, and Google Cloud marketplaces. Clazar streamlines the entire cloud marketplace sales journey, from listing and offer management to co-selling, metering, and revenue reconciliation, all from one unified platform with zero operational overhead. With seamless integrations into Salesforce and HubSpot, Clazar enables sales, partnerships, RevOps, and finance teams to run marketplace and co-sell motions directly from their CRM. Companies can launch listings faster, create private offers in minutes, manage contracts end-to-end, and gain real-time visibility into pipeline, billing, and cash flow through powerful analytics dashboards. With robust governance controls, enterprise-grade security compliance, and an embedded automation builder, Clazar is trusted by 300+ high-growth leaders like Pinecone, Perplexity, Confluent, Supabase, and Secureframe.

irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.

Klaviyo is the AI-first B2C CRM platform that helps you grow by integrating marketing, analytics, and customer service in one solution. Powered by unified data and built-in AI, it's faster and easier than ever to create personalized, lasting customer relationships. Klaviyo unifies your customer profiles by capturing every event, and then lets you orchestrate your email marketing, SMS marketing, push notifications, WhatsApp, and RCS campaigns in one place. Built-in AI agents plan and launch campaigns, personalize every send, answer questions, and resolve issues. With real-time attribution and insights, you'll be able to make smarter, faster decisions that drive ROI. Trusted by more than 170,000 businesses, Klaviyo can grow your business while keeping operations simple and customer relationships strong

SKU Science offers a quick and efficient solution for sales forecasting and performance tracking. Start your demand planning process in just two days! Designed by industry experts, it’s tailored for operations managers, S&OP managers, supply chain managers, and demand planners. Harness the power of 644 statistical combinations to create unique sales forecasts at any level. Customize your forecasting further with AI models trained on your specific dataset. Key performance indicators (KPIs) are automatically calculated and prioritized, ensuring your supply chain focuses on the most critical items for your business. Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce.