Metadata.io vs. SMARTe Comparison Chart

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.

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.

11x is building the autonomous digital workforce for GTM teams to accelerate growth. With two digital workers live today, 11x helps sales, marketing, and growth teams create, qualify, and convert pipeline across every channel in one unified platform. Alice is the outbound digital worker creating demand. She runs your full outbound motion in one workflow from prospecting to enrichment to multi-channel engagement and booking meetings on autopilot. Julian is an inbound digital worker capturing demand 24/7. He handles discovery, qualifies leads, and books meetings across phone, chat, SMS, email, and WhatsApp. Inbound intent is converted into qualified pipeline instantly. Trusted by teams worldwide, from high-growth startups to large enterprises, including Xerox, UST, Gupshup, Sage, Checkr, Armanino, and Rho. Backed by a16z and Benchmark, 11x is automating GTM workflows so humans can focus on what they do best: creating, innovating, and building relationships.

Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis.

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.

D&B Hoovers is a sales intelligence and revenue workflow platform that helps sales and marketing teams identify opportunities, prioritize prospects, and engage buyers with confidence. By combining trusted company and contact intelligence with buyer intent data, trigger events, website engagement insights, and AI-powered assistance, D&B Hoovers helps organizations discover new opportunities, connect with key decision-makers, and focus on the accounts most likely to convert.

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.

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.

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

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.