Alternatives to 4Point

Compare 4Point alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to 4Point in 2026. Compare features, ratings, user reviews, pricing, and more from 4Point competitors and alternatives in order to make an informed decision for your business.

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    Planfix

    Planfix

    Planfix

    The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
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    Freshsales

    Freshsales

    Freshworks

    Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
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    Starting Price: $9 per user per month
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    SAP Business ByDesign

    SAP Business ByDesign

    Navigator Business Solutions

    The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)
    Starting Price: $22 per/user/month
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    EngageBay

    EngageBay

    EngageBay

    EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.
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    Starting Price: $10.79/user/month (biennially)
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    monday AI work platform
    monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.
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    Starting Price: $39/month for 5 users
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    Exact Synergy
    Exact Synergy Workflow and document management software. New customers buy the technology via one of the complete solutions. Existing customers can extend their Synergy license with additional users and add-on solutions. Together with our resellers we have a unique combination of expertise, skills and services to offer specialized solutions to the specific needs of SMEs. Exact Synergy is the process technology platform that Exact HRM, CRM and BPM are built on. Process management and automation, signaling and alerts. Fully integrated document management and archiving. Project management and administration. Templates for HR, sales and other business processes. Full integration with Exact for Finance and ERP. Online access, fully international business software. Exact Synergy for CRM brings down the barriers between sales, marketing, finance, support and every other department in contact with your customers. The web-based CRM system offers an organization-wide data source.
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    Mirabel's Marketing Manager

    Mirabel's Marketing Manager

    Mirabel Technologies

    Mirabel's Marketing Manager offers the CRM and marketing automation tools you need to grow your business at a price you can afford. This all-in-one software includes helpful features such as reporting and analytics, competitor analysis, and email marketing (with email address verification and list segmentation). Mirabel’s Marketing Manager also offers a full suite of marketing automation creation and analyzation tools, including the Landing Page Builder, Form Builder, and Workflows, that help to optimize business processes, reduce manual error and boost productivity. We currently have over 80 workflow automations and notifications for sales, billing, production, and lead management functions. There’s even the ability to create custom workflow automation triggers that will send reminders and notification emails based on the criteria you choose.
    Starting Price: $149 per month
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    SYDLE ONE
    Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.
    Starting Price: $19 per month
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    Frequence

    Frequence

    Frequence

    Seamless workflow software for media companies. A smarter framework for delivering differentiated products. Configure integrated product solutions based on your specific business rules, sales strategies, and campaign KPIs. Control every part of your team's delivery process in one easy-to-use ecosystem. Create long-term solutions that accelerate your sales velocity and improve your operational efficiency. All-in-one software that elevates you above the competition. Increase sales profitability with a better product framework. Give your sales team a more efficient way to develop innovative offerings and integrated marketing solutions using the best of each platform, tactic and attribute. Streamline your operations with a powerful, seamless platform that unifies your workflow process from sales to management to analysis and everything in between.
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    PaperWise

    PaperWise

    PaperWise

    You don’t need a degree in software architecture and data science to create and connect your software, workflows, collaboration and communication, alerts, business rules, data visualizations and more. PaperWise brings you the freedom to imagine, create and connect the way you want to work. Leave the limits of your current software behind. Stop operating in isolated silos. Start running your business the way you want. Connect your people, technology and data with our process automation platform to design the exact business system for you. Orchestrate your work with process automation, workflows, creative collaboration, business rules, alerts and more. Break free of the limitations of your current systems, technology and disconnected silos of people and information. Process automation is about removing inefficiencies, adding control to your processes, automating manual and repetitive tasks for greater success.
    Starting Price: $250 per user per month
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    Contact & Sales Manager
    Repository of outside organizations including customers, sales prospects, vendors, and other entities. Maintain individual contacts within each entity. Schedule and track all activities related to each contact. Management of all sales opportunities with current customers and prospects. Entity records which are organizations or companies with which some form of communications has been established. Entities can be existing customers, prospective customers, existing vendors, prospective vendors, or any organization with which communications need to be maintained. Track each sales opportunity to be able to analyze and efficiently report on the sales process for each salesperson and across the entire company. Maintain information on the source of the leads which are being pursued to determine the areas where marketing funds should be allocated. Track the current status of each opportunity such as expected close date.
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    Quiddity

    Quiddity

    Qpod Solutions

    Automate and manage your different business aspects such as marketing, sales, services and projects from a single CRM software platform. You can ensure the security of your customer’s confidential data. Give required information to your customers even on the move with Quiddity mobile app. With a CRM software on your phone, you can access numerous entities while you are away from your desk. Use the Quiddity timesheet report to keep track of the time spent by your employees on completing a task. You can also keep a tab on the leave taken by the employees. Take a look at the reports generated in Quiddity and gain visibility of all business processes. You can get relevant insights about your marketing campaigns, time spent on completing any tasks, the status of leads, the number of invoices generated, and more. Deploy Quiddity CRM software into your business without any technical expertise. The step-by-step user articles and information are simple and easy to understand.
    Starting Price: $20 per year
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    Flowingly

    Flowingly

    Flowingly

    Flowingly is a cloud-based Business Process Automation (BPA) software designed to unshackle enterprises from the burden of using manual business processes and paper-based systems. With Flowingly, users can easily design their desired process, run the workflow, and then report and improve it. Processes can range anywhere from admin and human resource tasks, finance and operations, sales and marketing, product design, and customer support and experience.
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    OpPlan

    OpPlan

    Winning Sales Plan

    Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.
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    Jim2 Business Engine

    Jim2 Business Engine

    Happen Business Pty Limited

    We help businesses drive growth, by arming teams with Jim2, an innovative ERP solution. Mid-sized businesses gain true visibility over their operations and numerous locations to ultimately become more efficient. Perfect for those in the wholesale/distribution, manufacturing, sales and service industries with inventory to track to consolidate their systems into one powerhouse solution. Jim2 helps you master your inventory and keep track of all of your sales so nothing slips through the cracks - all tied to your accounting processes in Jim2. Stay on top of current and ongoing jobs so you’re in the know at all times. Expand into online sales with a fully integrated eCommerce portal to empower your customers to buy now. Regain control over your figures and know where you stand in your finances. Available in the cloud or on-premises, Jim2 powers businesses with integrations to leading reporting platforms, freight management platforms, and EFTPOS solutions.
    Starting Price: $235/user/month
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    Make

    Make

    Make

    Make is a visual platform for anyone to design, build, and automate anything—from tasks and workflows to apps and systems—without coding. SMBs, startups, scaleups, teams, and enterprises around the world use Make to scale their business faster than ever. Make enables people to connect and create workflows at the speed of their ideas. With Make, anyone can build like a developer, launching solutions across all industries and business areas at a fraction of the cost and time. Make allows teams to visualize, modify, and collaborate on processes that scale as quickly as their organization. Whether you’re integrating sales and marketing tools, automating a customer journey, improving business operations, or building a custom back-end system—creating on Make is powerful, intuitive, and playful. As our Maker community has shown us, when the experience of building sparks as much joy as the solution, there are no limits to what's possible.
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    Starting Price: $9 per month
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    Workd

    Workd

    Workd

    Get work done. Strengthen your distribution team with improved collaboration, efficiency, and productivity. No more uninformed purchase decisions, forgetting to start or finish tasks, losing paperwork, or deciphering messy spreadsheets. Workd is all-in-one, complete ecosystem that manages inventory, sales, and the company. Adjust permissions on a per user basis. Control how they interact with screens and data. Set goals and KPIs to maintain accountability. Easily design and build your current workflows utilizing custom workflows. Quickly access and view all of your established workflows from anywhere on the platform. Know at a glance how teams are faring and how individuals are achieving their goals with Workd’s easy-to-operate performance reporting features. Modernize your ordering experience by giving your customers a white-labeled e-commerce platform to securely shop online.
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    Adobe Workfront
    Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront helps you build a marketing system of record and includes capabilities to capture and plan, assign and execute, and deliver and measure work in a variety of use cases for organizations of all sizes in all industries. With Workfront, these organizations can prioritize the right work, quickly identify bottlenecks, automate processes, and deliver measurable outcomes.
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    Bizgaze

    Bizgaze

    BizGaze Limited

    One App Does It All! Gain Complete Control on your Business with BizGaze. Empowering Enterprises with SaaS-based technology that propels your business into a new Era. An end-to-end Business Automation Suite with predefined workflows to solve complex business transactional challenges. Growing Businesses always find it difficult to expand with the existing resources and often juggle between ad-hoc processes and resource constraints. BizGaze Process Automation enables them to be ready for business expansion without additional resources. In the case of small business units that do not run any traditional ERPs, BizGaze acts like one without adding additional overheads; it seamlessly integrates with their existing software as well. An application bundled with business solutions to enhance the efficiency of all operations (Pre-sales, Sales, Marketing, Accounting, Production, etc.) in the ecosystem with predefined rules and triggers. FLO | DigitAll | CatAllyst | DataFisher
    Starting Price: ₹1500/PM/User
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    Zywave Sales Cloud
    Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights.
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    Sales Boomerang

    Sales Boomerang

    TrustEngine

    Know where your customers are in their journey now, and where they can go next, to win borrowers for life. Sales Boomerang provides borrower intelligence to hundreds of the highest-performing lenders of all types in the industry. Our SaaS platform is designed to, among other things, automate the qualified lead generation process within your current CRM and monetize the data living in your CRM. This tool turns your mortgage lending organization into a customer success powerhouse by putting your team in the right place at the best time. Sales Boomerang combines big data and machine learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events. Sales Boomerang, combines the power of customer analytics and engagement automation with borrower intelligence, ensuring your teams are communicating with their customers at the appropriate touchpoints.
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    Klozers

    Klozers

    Klozers

    We provide Tactical Sales Solutions to transition sales teams to the next level in performance. We give your sales team the sales training and skills required for long term success. We work with CEO’s & Exec Teams to transform and scale your organisational sales capabilities. Our sales training brings sales and marketing together to build powerful sales campaigns. We work with CEO’s and Sales Leaders as Trusted Advisors to design and implement unique sales strategies to help companies grow and dominate their chosen market. We provide sales performance coaching for Managers and Sales Teams who want to kloze the gap between the results they are getting now and the results they want. We deliver bespoke Sales Consulting services based on the unique needs of our clients. Every project is different and we recognise this in our approach.
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    LAGO

    LAGO

    Comosoft

    LAGO automates and optimizes multichannel marketing activities, significantly cutting production time and costs. LAGO has been a reliable multichannel marketing solution for over 25 years for retail, grocery, agencies, and more. At its core, LAGO is a PIM, DAM, and marketing production solution with an integrated checkpoint-based collaborative workflow, versioning optimization, and proofing system. LAGO consolidates data and assets from multiple sources in a central repository for use in various marketing channels. Projects for e-commerce, print, mobile, social media, and point of sale can be planned, produced and output directly from LAGO. Additionally, complex regionalization and versioning scenarios are automatically output using LAGO. At the production level, our InDesign plugin brings the assigned data and assets directly to the page. Persistent linking ensures that both data and assets are 100% accurate and always up to date.
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    HighOrbit

    HighOrbit

    HighOrbit

    Jump-start your Start-up! Make your business more efficient, more profitable and more attractive to investors. Increase the value of your business. Process Automation provides a seamless, cost efficient transition to new ownership and their personnel. Growing pains? Automating your processes provides the foundation for painless, controlled, sustainable growth. Constantly asking questions about your business, operations and finances? Take control and put the answers you need at your fingertips. Provide a seamless transition of company-wide operations and culture with the visibility and consistency provided by process management. The beauty of the HighOrbit solution is it does not require technical expertise to implement and manage automated processes. No coding required. Taking control of your business has never been easier. Improve communication. Get answers to the questions keeping you up at night. Enhance productivity, profitability and customer satisfaction.
    Starting Price: $75.00/month
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    qubesense

    qubesense

    qubesense

    qubesense is a digital transformation SaaS platform that simplifies business processes and enables data-driven decisions with its customized, easy-to-use solutions. The platform provides cost-effective SaaS models and allows for rapid development and deployment of 100% customized business process management solutions. With qubesense, users can benefit from end-to-end digitization, which enhances accessibility, automates workflows, and provides real-time visibility into operations. The platform offers a range of features including Business Apps, Analytics & Dashboards, and Custom Modules that can be seamlessly integrated into any existing system. qubesense's Business Apps allow users to manage various business processes such as sales, marketing, inventory management, and more. Analytics & Dashboards provide insights and visualizations to help users make informed decisions. Custom Modules can be developed and deployed to cater to specific business needs.
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    item POS
    Item POS is your comprehensive solution for managing every aspect of your business's point‑of‑sale operations. With powerful features tailored across industries, from retail and groceries to pop‑up shops, it streamlines daily operations and enhances customer experience. Monitor sales performance, manage staff roles and activities, and maintain tight control over inventory with automatic reorder points and detailed reports. Enable mobile POS so staff can process orders, handle returns and exchanges, and increase sales at events or market stands. Seamlessly receive and process orders from multiple channels with real‑time status tracking, and simplify returns and exchanges for better customer satisfaction and inventory accuracy. Centralize device management through a single dashboard to diagnose issues remotely and automate software updates, keeping your hardware secure and current.
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    TapToBook

    TapToBook

    TapToBook

    Trigger automated follow-up to nurture the lead and funnel more qualified hand-offs to your sales team. Increase conversions by 25%. Automate “channel selection” and seamlessly placed customers into journeys using their preferred means of communication (text, email, social media & chat). Use our churn indicators to automatically address engagement gaps. Nurture and entice your customers to stay with you. Despite the growing number of powerful communication platforms, Most businesses are still using single channel strategies. The lack of time & resources makes it challenging to transition to a new system.
    Starting Price: $99 per month
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    BestWork DATA
    Explore how DATA can make your life easier and save your business money.​ We do not provide generalized hiring tools, our tools are specific to the job and how the candidate's hard-wired capabilities fit the job. The My Manager report assists employees with tactics for better communication and understanding between each other. The Training Coach report allows a manager to personalize their training methods to the individual. There are 10 different job reports that cover most jobs needed in a business. Use them with candidates or current employees to "try on" the job. You could find a new hire or a better position for a current employee. Receive Onboarding Keys and Working With Me report and make the transition of a new employee easy for everyone. Hiring a sales position? You get a Sales Quick Screen Chart and Sales Strength Chart so you can narrow down candidates in a timely manner. Use the Sales Strength Chart to see your current sales team and identify gaps.
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    FlowEQ

    FlowEQ

    FlowEQ

    FlowEQ is a no-code workflow solution that embeds within your current systems and accelerates your teams. Our no-code workflow automation solution embeds within your current systems and lets your teams work faster where they are. And by different, we mean better. FlowEQ’s no-code solution streamlines work, ensures high-stake processes are followed correctly every time, and does this all within your current systems. FlowEQ is a no-code workflow solution that embeds within your current systems and accelerates your teams. FlowEQ is a no-code workflow solution that embeds within your Salesforce customer support application. FlowEQ is a no-code workflow solution that embeds within your Zendesk customer service application. FlowEQ embeds within your customer service or operational system and is pre-integrated with all the other applications that your teams need to update in the course of completing their recurring work.
    Starting Price: $29 per user per month
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    verbTEAMS

    verbTEAMS

    Verb Technology Company

    Customers are inundated with content, and sales and marketing teams struggle to break through the noise to deliver the right digital content at the right time to the right prospects. verbTEAMS, a live video-based sales enablement tool, makes it easy for salespeople to locate, tailor, and deliver the most appropriate up-to-date content in the most compelling manner, then track how it’s consumed and shared. Marketers gain clear insights into what and how content is being used, so they can create assets that are more effective. verbTEAMS promises to triple conversion rates, reduce customer churn, accelerate sales, and close more deals. With verbTEAMS, sales and marketing professionals can: -Deliver up-to-date marketing content in unique and compelling ways -Effortlessly organize and distribute content, and track how customers consume and share it -Create micro-personalized content journeys for customers -Align sales and marketing -Train employees to become sales conversion experts
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    ProteusEngage
    The ProteusEngage sales enablement platform was designed by sales industry leaders who struggled with complex new business development and current client cross-sell success. ProteusEngage is different from any other sales enablement platform on the market as we leverage a buyer first methodology powered by proven buyer engagement Journeys, Modules and Analytics. ProteusEngage's one of a kind proven Workspaces drive engagement, collaboration, consistency and communication - driving relationships and revenue success. Stop having your sales team sling out as many brochures and ppt's as they can. Adopt the approach your buyers and clients desire - real consultative and authentic relationships on their terms. ProteusEngage empowers sales and account teams to build highly collaborative digital workspaces to maintain real relationships via communication, collaboration and trust development - digitally.
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    MarketBeam

    MarketBeam

    MarketBeam

    Next generation AI-driven social media marketing. We understand the everyday struggle of marketers to constantly reach new audiences, create awareness and build sales pipelines without spending ad dollars. MarketBeam has built the most simplified and fastest way to grow organically. We bring marketers and employees on the same platform where marketers upload social media posts ready for sharing. And, employees share content with their own social networks for highest reach. Leverage our proven social marketing amplification system to empower employees to directly contribute in building organic leads.
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    Thrio

    Thrio

    Thrio

    Whatever the size or shape of your enterprise, however many agents you have, whether it’s customer service, sales, or care you provide, our cloud contact center platform helps you stay at the heart of the conversation. A sales and customer care world where agents are happier and infinitely more productive. Where every single customer leaves satisfied and intent on returning. Where every service provider and enterprise has access to sophisticated cloud technology that’s neither hard to use, nor painful to upgrade. A platform architected specifically to reduce cost, vendor hassles, and integration headaches. Tech that’s flexible enough to be used exactly how you need. With an eye towards minimal downtime. Thrio handles inbound and outbound voice, SMS, chat, email, and social interactions. Our unified routing engine brings together these channels within a powerful native workflow automation framework. It’s hybrid communication at its finest.
    Starting Price: $89 per month
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    Whispir

    Whispir

    Whispir

    Engage your audience and get more done. The Whispir platform lets you automate, personalize and layer your communications with smart workflows. The only cloud communications platform you need to deliver extraordinary experiences. Create quality templates for email, web, social and more in minutes with our drag and drop template builder and over 60 individual components from images to maps. Streamline your communications and automate interactions, from everyday processes to complete marketing campaigns. Integrate with all your current data points from CRMs to 3rd party tools and put your data to work. Deliver your content to the right people at the right time. Create real, tangible outcomes that engage your audience, coordinate events and innovate your business processes.
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    DisputeSuite

    DisputeSuite

    DisputeSuite

    DisputeSuite.com is a multi-user software that gives your entire company a 360-degree view of each of your customers. This allows you to maintain knowledge of every customer and lead, enabling collaboration across your company. Industry experts collaborate to share their closely guarded methods, tricks, and tactics at the Credit Repair Boot Camp! If you currently run a credit repair business or are thinking about getting into it, the information taught at the Boot Camp conference will be of vital importance to you. Learn about credit repair tactics, marketing, business development, sales, leadership, and more. You can add an unlimited number of affiliates customers and leads at no extra costs. DisputeSuite also provides your entire company (onsite and offsite employees) a complete view of all your contacts. Because it is web-based, users can access the application from any web-browser, anywhere in the world.
    Starting Price: $300 per month
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    Leadwick

    Leadwick

    Leadwick

    Our all-new lead generation software will help you reduce the man-hours spent on collecting data. Get access to all the data instantly and save time and resources spent throughout the sales process. “Be the best closer in the city”. Leadwick makes it incredibly easy to reach out to other professionals. We help sales, recruiters and marketers connect with the relevant people with simple and powerful tools. LeadWick brings marketing automation solutions to small and larger businesses. We build high-end SAAS products and marketing tools to find leads.
    Starting Price: $99 per user per month
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    ProcessMate

    ProcessMate

    ProcessMate

    ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.
    Starting Price: $25 per user per month
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    XAMPR

    XAMPR

    Xampr

    What is XAMPR? A precocious Digital-native, Intellect, Innovative system that is designed to drive customer-centric value while keeping the core systems standard. Reducing the barrier to Last mile adoption and collaboration. Xampr allows complex business and technology challenges to be tackled faster by bridging the information gap created by departmental silos, hierarchies, and complex process flows; A mascot for the Millennial generation to enable Social Enterprise Productivity. Accelerating the growth drivers of digital transformation - mobile friendly, people-first intuitive solution that hides backend system complexity. It works the way your employee understands; it brings teams and functions together to collaborate in real-time to make decisions, problem-solve, brainstorm, innovate, manage work, delegate and make progress over enterprise applications such as SAP, Salesforce, Dynamics AX and more. Human Process Automation. Embedding decision science in automation
    Starting Price: $29.90 per user, one-time payment
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    Lead Liaison

    Lead Liaison

    Lead Liaison

    Lead Management Automation™ helps sales and marketers do their job more efficiently and build stronger relationships with customers, prospects, and partners. Our marketing automation platform helps companies create marketing qualified leads and turn them into sales qualified leads. Integrated marketing tools make it easy to create omni-channel marketing campaigns, both offline and online, and set up key business processes. The platform is optimized to help your sales and marketing teams build better relationships with prospects, customers and partners while boosting productivity. Learn more about how to make marketing automation a part of your strategy here. Create trackable content, images, emails, landing pages, and more! Easily nurture leads through the workflow, shorten sales cycles and increase deal sizes. Create trackable videos, measure video marketing ROI, boost conversions and send out video emails.
    Starting Price: $250.00/month
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    Sugar Market
    Sugar Market is transforming how mid-sized marketing teams reach audiences and measure success throughout the buyer journey. Attract more visitors to your website and gain visibility into how they interact with digital assets. Capture leads by creating conversion-focused landing pages, emails and forms with intuitive, drag-and-drop builders. You can qualify those leads with multi-step nurture campaigns and sophisticated lead scoring models. Leverage your marketing automation platform to drive alignment with sales by handing off only the most qualified leads. With Sugar Market, you can easily uncover which tactics are working—and where improvements are needed—to refine campaigns and constantly deliver results. It’s the all-you-need marketing automation solution built to work for you. With a curated toolset that includes highly intuitive campaign builders, advanced automation and superior reporting, Sugar Market focuses on what matters most to marketers.
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    helloHQ

    helloHQ

    HQLabs

    The agency software helloHQ makes life easier for everyone in your agency - from the marketing and sales team to project management and controlling. The complete project process in agency software. Replaces app chaos and collections of Excel spreadsheets with a clear business process in modern agency software. It doesn't matter whether it's new business or existing customers: project opportunities can be led to success with helloHQ. Plan and monitor timings and task packages that can be generated directly from your bids. Fast and accurate time and cost recording ensures that you always have an overview of the status of your project budget. Calculate based on your offers, recorded times, retainers or media budgets - just as your projects need it.
    Starting Price: $14.00/month/user
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    AirManual

    AirManual

    AirManual

    With AirManual, it's easy to document your processes and onboarding. Document your processes, training and onboarding: - A super user-friendly tool combined with free consulting: we'll help you to prioritize and address your biggest challenges. - As a result, our customers are freeing up time, improving quality, growing faster, and enjoying longer holidays. A home for processes, documentation and training: - Make it easy for your team to find documentation and solve their own problems. AirManual works for every team: - Perfect for HR, Sales, Marketing, Operations, Finance, R&D, IT, Legal, Data Security, and every other team! - Start in the area that needs it most, and know that you can scale it up when you're ready. Say goodbye to stale documentation: - It's easy to review usage, get feedback, and empower your team to make improvements.
    Starting Price: $79 per month
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    Equifax BusinessConnect
    Vital business processes such as credit decisioning, customer onboarding and debt recovery can get unnecessarily complicated and slow when your customer-facing teams are working from separate systems with siloed information. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform. Close sales faster, quickly onboard new customers and monitor your customer base for financial risks. Download our product sheet for a look at the many benefits BusinessConnect provides. BusinessConnect™ helps simplify, streamline and accelerate credit management processes by automating routine manual tasks and decisions, and centralizing operations under one interactive, cloud-based platform in Salesforce.
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    Meetsales

    Meetsales

    Meetsales

    Most of your online customers drop their orders midway through the buying process, right? This is because the online shopping experience is imperfect and it lacks the human touch. Meetsales allows you to combat cart abandonment and empowers your Sales Reps to assist your clients through the shopping process, in real-time, until the order is entirely closed. We support Sales Teams in these changing times, by providing a single solution that helps Sales Professionals and Managers to smoothly undergo the transition from off-line to on-line, without compromising. Meetsales is the only remote sales enablement tool that puts an interactive shopping cart directly into the call. It hybridizes B2B sales and focuses on human-to-human relations again, enhancing the customer experience of your online store. Meetsales works on a simple premise: it brings eCommerce capabilities directly into a video call to promote online B2B sales.
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    Vtiger CRM
    Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.
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    Starting Price: $10.00/month/user
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    Gauss Box CRM & Sales
    Gauss Box is an innovative cloud platform that harnesses the power of advanced AI technology to revolutionize and optimize business processes. You can seamlessly manage day-to-day operations, strategically plan for success, and leverage intelligent workflow processes and comprehensive analytics. Gauss Box CRM & Sales business solution is a comprehensive tool for planning, executing, and tracking sales activities within your organization. Boosting your sales requires a comprehensive understanding and management of the entire sales process. By taking full control of your potential customer database, you can better tailor your marketing strategies and engagement tactics. Generating leads and identifying new sales opportunities becomes streamlined, ensuring no potential client slips through the cracks. Regular monitoring of client communication not only enhances customer relations but also ensures that their needs and concerns are promptly addressed.
    Starting Price: €24.99
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    ProcessPlan

    ProcessPlan

    ProcessPlan

    ProcessPlan manages every process, workflow, task and decision to ensure your company runs flawlessly every day. Then, our Machine Learning (AI) analyzes your processes and automatically improves their results. The Machine Learning will increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle most management tasks for you and reduce your management time by around 60%. Our system will help you discover the process steps, the people involved, and the data collected along the way. All the information is discovered and delivered to you in an organized way. Process documentation used to be tedious and time consuming. Not anymore. Once the process steps and people are discovered, the system will assemble your process diagrams and produce printable process documentation with one click.
    Starting Price: $12 per user per month
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    Aptean CRM
    Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Are you ready to generate quantifiable business results while mitigating risk and expense? Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information. Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle.
    Starting Price: $60 per month
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    Rattle

    Rattle

    Rattle

    Rattle connects Salesforce and Slack bi-directionally and brings your CRM to you, for exactly what you need and right when you need it! When your CRM adapts to your human workflows, you can get to your ROI goals faster and increase performance with less effort. Your sales team’s new favorite automation. Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows. Connect Salesforce and Slack in just one click. Deploy Rattle for any challenge using pre-built playbooks and our no-code builder. There’s no new tool to learn, so your team’s learning curve will be extinct. Helping high-growth sales teams run smarter. Get rid of grunt work and let your sales team use their brainpower to better use. Often in back-to-back meetings, it is hard for reps to capture critical deal data in Salesforce. Rattle lets reps log their calls, track key metrics, and manage opportunities, all from Slack.
    Starting Price: $19 per month
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    Momentum

    Momentum

    Momentum

    Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.
    Starting Price: $69/user/month