Live 360 vs. SEI CRM Comparison Chart

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

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.

Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive.

Phonexa is an enterprise-grade tracking and distribution platform for calls, leads, fraud, and compliance, in addition to a fully integrated stack of tools that enable marketers to track and optimize performance. At the core of the Phonexa ecosystem are LMS Sync for intelligent lead management and lead distribution, and Call Logic for advanced call tracking, routing, AI Call Agents, and pay-per-call campaigns, each enhanced by automation and real-time analytics. With a global presence, Phonexa supports clients across diverse industries, including insurance, financial services, home services, and beyond.

Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI.