Libris Unify vs. iFOLIO Comparison Chart

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

AddSearch provides a lightning-fast, effortless, and customizable site search and recommendation tool for any website or e-commerce site. It works with any CMS and provides an Enterprise level tools to manage search results. With nearly 2000 customers globally, in Media, Telecommunications, Government, Education, eCommerce and many more, AddSearch is a proven best-of-breed site search solution. AddSearch has all the Enterprise-level features that you need: - Autocomplete - Smart results ranking - Including / Excluding content - Advanced search analytics with 1 year retention - Filters and facets - Search personalization - Custom SSO - Audit logs - Recommendation Engine - Automated synonyms suggestions - Organizational User Management - Works with any CMS - Implementations with a crawler or API - SLA up to 99.999% - Fast turnaround time Prices start from $99/month when implementing the search yourself. Full setup service included in plans from $499/month.

Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform. It unifies your marketing, sales, and customer support efforts providing your customers a great experience, and boosting business growth. Get to know your prospects better and initiate the right conversation with them at exactly the right time. SalesIQ is optimized to suit the customer communication needs of B2B and B2C businesses of all sizes. It is equipped with built-in audio calling, screen sharing, visitor information, lead identification, a drag-and-drop custom bot builder, an AI-driven chatbot with a human touch that automates your customer engagement, and much more. It is trusted by over 450,000 businesses, including giants like Mahindra & Mahindra, Renault, IIFL, Suzuki, Zee5, Fluitec, and Borner Corp. to serve their customers at every stage of the customer lifecycle. We have a live chat software starting at $0 that scales with your business without burning a hole in your pocket.

Product recommendations tailored to your customers' preferences in a fully-managed service. BytePlus Recommend draws from our expertise in machine learning to offer dynamic and targeted recommendations. Our industry-leading team has a track record of delivering recommendations for some of the world’s most popular platforms. You can learn from the data of your users to engage them better, and provide personalized suggestions based on granular customer behavior. BytePlus Recommend is easy to use — leveraging your existing infrastructure as well as automating the machine learning workflow. BytePlus Recommend leverages our research in machine learning to deliver personalized recommendations tailored to your audience’s preferences. Our experienced and talented algorithm team provides customized strategies that adapt to evolving business needs and goals. Our pricing is based on results from A/B testing. Optimization goals are determined based on business demands.

Qloo is the “Cultural AI”, decoding and predicting consumer taste across the globe. A privacy-first API that predicts global consumer preferences and catalogs hundreds of millions of cultural entities. Through our API, we provide contextualized personalization and insights based on a deep understanding of consumer behavior and more than 575 million people, places, and things. Our technology empowers you to look beyond trends and uncover the connections behind people’s tastes in the world around them. Look up entities in our vast library spanning categories like brands, music, film, fashion, travel destinations, and notable people. Results are delivered within milliseconds and can be weighted by factors such as regionalization and real-time popularity. Used by companies who want to incorporate best-in-class data in their consumer experiences. Our flagship recommendation API delivers results based on demographics, preferences, cultural entities, metadata, and geolocational factors.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Guru is an Enterprise AI search and AI-powered knowledge platform that provides instant, trusted information from your company's scattered docs, apps, and chats when you need it without context switching. Guru's AI understands who you are and what's important to you. Forget about manually clicking around apps or asking people for answers. Even better, Guru's AI can turn those answers into an AI-powered knowledge platform to replace your legacy knowledge base/wiki and intranet too. Guru natively integrates with Slack, Google, Microsoft Sharepoint, OneDrive, and Teams, Salesforce, Zendesk, Atlassian Confluence, Atlassian Jira, Dropbox, Box, Google Drive, Asana, HubSpot, ClickUp, GitHub, GitLab, Intercom, ServiceNow, Linear, Front, and many many more SaaS apps, documents, #channels. Guru ensures you never have to leave the app you're in to get the answer you need

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Get fresh customer data into all you marketing tools. No engineering, no SQL, no manual csv upload, or costly CDP required. Quick Setup: Get DinMo up and running in under 30 minutes - simplicity at its best. Audience Building, Simplified: Build any audience using our intuitive Audience Manager, no SQL needed One-Click Activation: Easily connect your customer data to all your business tools. Goodbye, CSV exports and Jira tickets. Dynamic Audience Management: Enjoy continuously updated data across all synced platforms, ensuring your strategies are always fueled by the freshest customer data.

Comarch is a global provider of advanced IT systems, offering robust loyalty management and digital marketing tools that enable companies to enhance customer lifetime value, promote brand awareness, and increase profits. Comarch provides expert loyalty consulting services to assist businesses in building and managing highly engaging B2B, B2C, and B2E loyalty programs and marketing campaigns. The innovative Comarch Loyalty Marketing Platform uses the power of artificial intelligence and machine learning, providing solutions for loyalty management, marketing automation, data analytics, and omnichannel marketing, among other features. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.