SalesExec

SalesExec

ClickPoint Software
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About

Connect your data, segment your audience, deliver seamless experiences, and measure success simply. Use no-code integrations to unlock data from marketing, finance, support, sales, and product into a single customer profile to reveal actions that are important to your business. Powerful segmentation allows you to target audiences based on any combination of demographic, firmographic, behavioral, event-based and transactional data. Send the right message, to the right person, at the right time. Connect with your audiences across the entire customer journey with hyper-personalized omnichannel experiences. It’s intelligent automation that feels human. Data should make decisions simpler, not more complicated. Empower your whole team to make data-driven decisions with insightful visual analytics and reports, while custom dashboards keep your team on target.

About

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

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

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

Audience

Startups, SMBs, and enterprises, including B2B & B2C in high-tech, SaaS, e-commerce, and financial services

Audience

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per month
Free Version Not Supported
Free Trial Supported

Pricing

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to deploy Autopilot on a business website. It provides an automated marketing platform to increase efficiency and revenue. Best email marketing automation.
  • #1- Autopilot can be integrated with slack app gives you complete automated workflow. #2- Its very effortless way to send email and SMS directly to customers inbox. #3- In Slack integration it's notifies real time, about new request.
  • The low cost entry along with the multitude of ways to engage leads on behalf of clients is a great advantage. It works for what it says. It's good for small and medium enterprise.

Cons

  • Overall it's an outstanding marketing automation platform.
  • #1- it's an excellent tool, we had overall positive experience.
  • Even being professional some of the tools are complex.

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Ortto
Founded: 2015
Australia
ortto.com

Company Information

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Mortar

Mortar

MortarAI

Alternatives

SMSBump

SMSBump

Yotpo
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

Call Center Supported
Dashboard Supported
Email Marketing Supported
Inside Sales Supported
IVR Supported
Lead Capture Supported
Lead Management Supported
Lead Nurturing Supported
Mobility Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Telephony Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Not Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Supported

SMS Marketing Features

2-Way Messaging Not Supported
Artificial Intelligence Supported
Contact Management Not Supported
Mass Texting Not Supported
Message Personalization Not Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Supported
Scheduled Messaging Not Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Not Supported
Target Account Identification Not Supported

Conversational Marketing Features

Appointment Scheduling Supported
Audience Segmentation Supported
Chatbot Not Supported
Email Automation Supported
Group Messaging Supported
Human Handover Supported
Lead Distribution Supported
Lead Qualification Supported
Mobile Messaging Supported
Multi-Channel Communication Supported
Product Recommendations Not Supported
Video Chat Not Supported

Customer Data Platforms (CDP) Features

Behavioral Analytics Not Supported
Campaign Management Supported
Customer Profiles Supported
Customer Segmentation Supported
Data Integration Supported
Data Matching Not Supported
GDPR Compliance Supported
Personalization Not Supported
Predictive Modeling Not Supported

Customer Journey Mapping Tools Features

Action Management Supported
Attribution Modeling Not Supported
Behavioral Analytics Supported
Collaboration Not Supported
Customer Profiles Supported
Data Import / Export Not Supported
Predictive Analytics Not Supported
Surveys & Feedback Not Supported
Templates Supported

Lead Generation Features

Contact Discovery Not Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Visitor Identification Supported

Marketing Analytics Features

A/B Testing Supported
Campaign Management Supported
Channel Attribution Supported
Customer Journey Mapping Supported
Dashboard Supported
Performance Metrics Supported
Predictive Analytics Not Supported
ROI Tracking Supported
Social Media Metrics Not Supported
Website Analytics Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Not Supported
Social Marketing Not Supported
Website Visitor Tracking Supported

Mobile Marketing Features

Channel Attribution Not Supported
Contextual Targeting Supported
Coupons Not Supported
Email Marketing Supported
Engagement Monitoring Supported
In-App Marketing Not Supported
Location-Based Marketing Supported
Push Notifications Supported
Text Messaging Supported
Text-to-Win Not Supported

Retargeting Features

A/B Testing Supported
Audience Targeting Supported
Behavioral Targeting Supported
Conversion Tracking Supported
Geo Targeting Supported
Mobile Retargeting Supported
Personalization Supported
Recommendation Engine Not Supported
Social Media Retargeting Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Not Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Not Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Enablement Features

Collaboration Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

IVR Features

Call Center Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Not Supported
Voice Customization Supported
Voice Mail Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Mobility Features

App Management Supported
Barcode Scanning Supported
Compliance Management Supported
Content Management Supported
Data Collection Supported
Data Management Supported
File Management Supported
Forms Automation Supported
Mobile Messaging Supported
Remote Access Supported
Remote Systems Monitoring Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Integrations

Cognito Forms Supported
Facebook Supported
Gleam Supported
HubSpot Customer Platform Supported
Hyperise Supported
Infinite Connect Supported
Leadoo Supported
LiveChat Supported
Livestorm Supported
Lyftrondata Supported
NeverBounce Supported
PrestaShop Supported
Skype Not Supported
Weld Supported
WooCommerce Supported
Wufoo Supported
Xplenty Supported
Zapier Supported
Zoho LandingPage Supported
n8n Supported

Integrations

Cognito Forms Not Supported
Facebook Not Supported
Gleam Not Supported
HubSpot Customer Platform Not Supported
Hyperise Not Supported
Infinite Connect Not Supported
Leadoo Not Supported
LiveChat Not Supported
Livestorm Not Supported
Lyftrondata Not Supported
NeverBounce Not Supported
PrestaShop Not Supported
Skype Supported
Weld Not Supported
WooCommerce Not Supported
Wufoo Not Supported
Xplenty Not Supported
Zapier Not Supported
Zoho LandingPage Not Supported
n8n Not Supported
Claim Ortto and update features and information
Claim Ortto and update features and information
Claim SalesExec and update features and information
Claim SalesExec and update features and information