Pocketbiz vs. TeamHaven Comparison Chart

The #1 B2B sales platform for medium, large and enterprise consumer goods manufacturers and distributors. Pepperi is a comprehensive, unified commerce platform to manage all aspects of your B2B sales. We combine a B2B eCommerce storefront, sales rep app for mobile order-taking (iOS/Android), Trade Promotions module, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE UNIFIED cloud-based platform that runs online and offline to maximize in-person and online B2B sales. Thanks to its proprietary IPaaS (Integration Platform as a Service), Pepperi syncs seamlessly to your existing tech stack such as ERPs, Accounting software, Payment and Shipping gateways. Pepperi is the ONLY purpose-built mobile solution on the market and currently serves over 1000 companies in 65 countries.

Plexxis serves subcontractors who seek tight team cohesion and high performance backed and fully supported by knowledgeable in-house services. Coupling cloud construction management software, on-premise and hosted solutions, we unite operations, estimating, accounting and field apps on a single technology stack that enables live feedback between bidding, field and finance. With more than 30 years of experience, our solutions have been uniquely shaped to serve subcontractors ONLY. As a result, we have a first-hand understanding that the communications between your systems, spreadsheets, and apps MUST be transparent... and that means moving PAST integration to create a seamless and efficient environment for projects management, accounting, estimating and production. With Plexxis, there are NO “bolt-ons” and no requirement to purchase outside systems. We simply deliver a high-efficiency workflow across all specialty subcontractors’ functions - simply.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

FieldEdge, formerly Desco, is an innovative service management software for the service industry. FieldEdge gives your service business the edge it needs to stand out in your market with its comprehensive set of productivity and customer management tools. The platform offers businesses the ability to connect and organize job scheduling and technician dispatching, manage customers and jobs, view performance dashboards, and sell smarter.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

Jonas Enterprise is an integrated construction and service management software for Mechanical & Specialty Contractors, including HVAC, electrical, and plumbing businesses. That means we help you reduce errors between the field and back office, that ultimately help you be in a better state to reduce cost overruns, protect your profits, and enhance your cash flow. Supported by 'The Jonas Cloud' hosting, and our Business Intelligence solution, we offer a fully integrated solution that with construction accounting, construction and service management, document management, purchase order and procurement, dispatch scheduler, inventory, equipment management, and more. Thus, enabling businesses to streamline operations to increase growth.

Kickserv is a top-rated field service management software built with service businesses in mind. For as low as $47 per month, service-based businesses can take advantage of a plethora of tools for managing leads, estimates, team schedules, jobs, invoices, and payments. Users can also automate emails to all of their leads, send promo campaigns to customers, integrate to leading accounting platforms, and so much more. Local service businesses are in high demand and customers may make service requests at any time of the day or night. Do not let those requests go unnoticed or cause scheduling conflicts. Kickserv’s field service management software can help you keep all of your jobs in order so that you can assist every client in need while also streamlining operations. We will help you boost productivity and maximize every growth opportunity without sacrificing the quality of your work or customer service.

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.