Alternatives to Caddie

Compare Caddie alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Caddie in 2024. Compare features, ratings, user reviews, pricing, and more from Caddie competitors and alternatives in order to make an informed decision for your business.

  • 1
    boberdoo

    boberdoo

    boberdoo

    boberdoo.com is a SaaS solution for the lead generation industry. Whether you're new to lead generation and looking to automate your business or a lead gen veteran looking to maximize your revenue-per-lead, boberdoo is here to help. boberdoo has been innovating and improving the lead generation industry since 2001. boberdoo serves all stakeholders in the lead generation industry, from providing innovative tracking, routing and automating solutions for traditional lead companies to A.I. models for sophisticated lead buyers. There are enough things to worry about in the lead industry. Your lead distribution software shouldn't be one of them.
    Partner badge
    Compare vs. Caddie View Software
    Visit Website
  • 2
    Demodesk

    Demodesk

    Demodesk

    Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.
    Starting Price: $25/month/user
  • 3
    Drift

    Drift

    Drift

    In a world where instant and on-demand is the norm, your customers' expectations have never been higher — and companies that deliver fast, easy, and personalized buying experiences are the ones that will win. That's where Drift can help. The Drift platform combines chat, email, video, and automation to remove the friction from business buying. With Drift, you can start conversations with future customers now, on their terms. There are over 50,000 businesses that use Drift today to generate more revenue, shrink sales cycles, and make buying easy. Conversational Marketing connects you to visitors in real-time conversations, so you can surface the right content, answer questions, or qualify and convert buyers into a sales meeting.
  • 4
    Default

    Default

    Default

    Say hello to your new favorite inbound platform. Connect your website, build your workflow, and accelerate your pipeline. Powerful, drag-and-drop inbound lead platform with forms, scheduling, qualification, routing and reporting. Best-in-class scheduling that books meetings, routes leads, and updates your CRM in milliseconds. Route, update, or merge leads from your website to your CRM with full visibility into who’s routed where, and why. Elegant, conversion-optimized forms that auto-enrich leads upon completion and plug right into your website. Scale, improve, and adjust your go-to-market workflows with one integrated platform. Build a predictable inbound go-to-market strategy with enhanced lead qualification & segmentation. Streamline your team’s inbound lead management with workflows tailored to your core ICPs.
    Starting Price: $250 per month
  • 5
    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.
  • 6
    Track

    Track

    Track

    Track automates qualification, routing, scheduling, and follow-ups for your inbound leads so that your sales team can focus on closing them. Get meetings with high-intent leads faster. Easy shortcuts & snippets to 2x your sales team productivity. Use customizable and branded forms or integrate with Typeform. Round Robin Routing to the apt lead, instant scheduling with reminders via email, WhatsApp, etc. Quick response time with support and feature requests. Get instant lead routing, faster speed-to-lead, and reduced time-to-meeting. Optimize win rates with instant qualification of leads and efficient lead routing to the right sales rep. Increase speed-to-lead, and reduce time-to-meeting. Track supports scheduling across geographies, and complex routing flows, including territory-based routing with ease. Increase pipeline velocity and have better win-rates.
  • 7
    RevenueHero

    RevenueHero

    RevenueHero

    Make the most of the critical high-intent a lead exhibits during form-submit. Connect qualified leads to the right sales rep directly from the website, through instant scheduling. RevenueHero reduces the sales cycle, connects your high-intent website visitors to the right rep, and drives more pipelines for you. You need to spot your best leads instantly, not hours after qualifying every form-fill. You need one-click scheduling directly on the website, not multiple threads on email. You need to connect leads to the right reps without redirecting them again and again. With instant qualification, your best customers will never slip through the cracks. Save time on manually qualifying leads and assign the right reps to your most valuable prospects. Qualify leads in one second and drive booked meetings instantly. Automatically match leads to the right sales rep to shorten sales cycles. Ensure immediate connect and quicker sales conversations.
    Starting Price: $35 per month
  • 8
    LeadAngel

    LeadAngel

    LeadAngel

    LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found.
  • 9
    Re:catch

    Re:catch

    Re:catch

    Convert more customer interests into sales meetings, immediately. Accelerate your revenue with Re:catch. Re:catch immediately directs demo requests into qualified and confirmed meetings with your sales reps, dramatically reducing your time and process to win back more customers. Leads confirmed within 5 minutes convert upto 100x more into sales opportunities. Don't lose leads, but also don't consume all of them. Route your sales reps to the most qualified meetings to have the highest chance in their winning scenario. Free yourself from endless email ping-pong. Arrange meetings with a simple drag and click.
  • 10
    Chili Piper

    Chili Piper

    Chili Piper

    Chili Piper Meetings is a suite of automated scheduling tools that help revenue teams convert more leads into qualified meetings, faster. Our intelligent Concierge product offers a simple way for prospects to book a meeting or start a phone call immediately after submitting a form on your website. Unlike the traditional method of inbound lead management, Chili Piper uses smart rules to qualify and distribute leads to the right reps in real time. Our software also allows companies to automate lead handoff from SDR to AE and book meetings from marketing campaigns and live events. Companies like Square, Twilio, DiscoverOrg, Spotify, and Forrester use Chili Piper to create an amazing experience for their leads, and in return, convert double the amount of leads into held meetings.
    Starting Price: $25.00/month/user
  • 11
    PowerRouter

    PowerRouter

    PowerRouter

    Focus on what matters the most for your business i.e. closing more deals faster. Ensure every lead has the best chance to convert by routing it to the right rep on your team. Your prospects and your team members deserve no less Match leads to accounts and then route leads to teams You can close faster when your reps reach out to your prospects the fastest. Don’t lose revenue because your leads got stuck in the cracks – Follow up fast, Win more. Assign leads as they come – to your SDR team, account executive or CSM by matching leads to your named accounts in real-time. Convert them while they’re hot. Speed to lead is the key to Conversion Reps, Reps & More Reps Visual Canvas to build flows easily Easy Drag and Drop interface to manage workflows in real-time
    Starting Price: $15 / user / mo
  • 12
    Traction Complete

    Traction Complete

    Traction Complete

    Join hundreds of customers that are feeling the impact of connected account hierarchies and powerful assignment. It’s time for a speed-to-lead revolution. Powerful and flexible lead assignment built for enterprise. Clean, connected account hierarchies are now possible with the first automated account hierarchies solution for Salesforce. Join the speed-to-lead revolution and watch your team make game-changing strides in their lead response times. Create the perfect symphony of movement between your data, sales reps, and revenue teams. With Complete Leads, you’ve got the most powerful, automated lead-to-account matching and routing solution on your side. Join the speed-to-lead revolution and begin to realize your revenue potential. But hey, don’t take our word for it, our customers say it best. When 50% of potential buyers choose the vendor that responds first, you need to be first. With enterprise level features designed to help you speed up, you can.
  • 13
    FunnelBeam

    FunnelBeam

    FunnelBeam

    Find and connect with your ideal customer. Empower each phase of go-to-market with AI-driven technology, integrations, and automation. Hit your lead gen, sales, and revenue goals. From hard-to-find custom data, to the general fields that every organization cares about, FunnelBeam can help you scale in every situation. Sophisticated sales and marketing teams are choosing FunnelBeam to get the most advanced data on the market, to help power their growth. Shorten sign-up forms, improve lead scoring, and simply save your team time. We bring you the custom data and AI-driven signals you need to scale quickly. We take your ideal customer profile and turn it into an advanced AI model, generating custom buying signals to help your revenue-generating teams reach out to the right accounts now.
  • 14
    LeanData

    LeanData

    LeanData

    LeanData is a Demand Management solution that supports all go-to-market strategies such as account-based sales development, geo-based territories, and more. LeanData features a visual, intuitive workflow native to Salesforce that enables users to view their entire lead flow in one interface. LeanData allows users to access the drag-and-drop feature to route their leads. LeanData also features an algorithms match that uses multiple fields in Salesforce.
  • 15
    Bluebird

    Bluebird

    Bluebird

    Bluebird is the revolutionary lead management system designed specifically for global companies with sales partner networks and demand generation programs. With Bluebird's proprietary and secure cloud-based technology, enterprise clients experience clarity and efficiency between marketing programs and distributed sales efforts. As a stand alone system or integrated into existing tech stacks, Bluebird ensures every campaign proves ROI, pursuit enablements are optimized, and sales cycle conversion rates improve. Some of the world’s top IT providers, manufacturers, real estate organizations, and financial services companies rely on Bluebird, which now routes more than 1 million quality leads annually to over 30,000 sales team members and partners for over 300 enterprises. Complicated workflows are made easy with seamless maintainability and deployments guaranteeing go-to-market programs, scalability, and high network adoption without the hand holding.
  • 16
    Distributely

    Distributely

    Distributely

    Save time, sell more, and delight your customers with Distributely, the world's only lead and ticket routing app built for HubSpot. Distributely's rules-based engine allows you to assign leads and support tickets based on criteria like availability, location, or expertise, all without manual routing or overlapping workflows. A seamless integration with HubSpot workflows allows you to use Distributely to complement your existing lead follow-up and customer service processes. Unlike any other app, Distributely is designed for scaling businesses on HubSpot. Simple to set up in minutes and powerful enough for enterprise sales and service teams, Distributely enables leaders to focus less on repetition and more on rep performance. Distributely takes minutes to set up, is simple to use, and is backed by an elite HubSpot solution partner with industry expertise across marketing, sales, and operations.
    Starting Price: $100 per month
  • 17
    Align.ly

    Align.ly

    Align.ly

    We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth. RevOps is all about doing more with less while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help RevOps teams deliver on these goals. RevOps teams have to wear many hats and deliver on many mission-critical aspects of the business. As marketing generates high-quality leads, Align.ly lead-to-account can help match, route, and auto-convert those leads to ensure sales follow-up within minutes. Accurately match leads to accounts in real time to ensure proper ownership and quick sales follow-up of your leads. Instantly match and route Leads in real time to the proper account owner. Accurately measuring B2B marketing attribution is a difficult problem to solve. Accurately measure every touch from every contact in your customer's buying journey.
    Starting Price: $149 per month
  • 18
    Openprise

    Openprise

    Openprise

    Openprise is a single, no-code platform that lets you automate hundreds of sales and marketing processes to realize the value you were promised from all your RevTech investments. To fix that, you could cobble together dozens of point solutions in an unmaintainable “Frankentecture.” You could punt the problem offshore knowing quality and SLAs suffer with folks that aren’t any more excited about mind-numbing manual tasks than you are. Openprise is a single, no-code platform that combines the best practices, business rules, and data you need to orchestrate hundreds of processes like data cleansing, account scoring, lead routing, attribution, and many more. Using that clean data, Openprise automates all the processes currently done manually, or just poorly, by sales and marketing automation platforms, like lead routing and attribution.
  • 19
    Adobe Marketo Measure
    Prove and improve impact with unmatched visibility into marketing performance. What is working and what isn’t? That’s the question every marketer needs to be able to answer. And it’s exactly why every B2B marketing team needs revenue attribution. Beyond just clicks and leads,Adobe Marketo Measure gives marketers unmatched visibility into their true impact on the bottom line. With attribution that measures every touchpoint in the customer journey—digital and offline, paid and organic, marketing and sales—accurately identify which channels and campaigns deliver the most revenue and highest ROI. Dealing with disparate data is frustrating.Adobe Marketo Measure automatically connects and unifies your data, so you can spend more time acting on insights and less time on tedious tasks. Get accurate data without the pain of broken spreadsheets and duplicate conversion counting. When it comes to attribution models, one size doesn’t fit all.
  • 20
    Routera

    Routera

    Routera

    Growing sales teams use Routera to control lead assignment generated from marketing, and ensure adherence is met. This leads to quicker response times, organized pipelines, and more pipelines moved to closed won. Hot leads are slipping through the cracks of your sales pipeline. Integrate Routera to your CRM in 5 minutes and make sure every lead is assigned to the right person, worked, and accounted for. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Set capacities to ensure each rep can only have a certain number of leads. Scientifically scale your sales operations the right way. Set time limits on how long a rep has to reach out to a lead, reducing time to first response.
    Starting Price: $99 per month
  • 21
    Inogic Lead Assignment and Distribution Automation
    Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period
  • 22
    Leadspace

    Leadspace

    Leadspace

    Connect the dots between companies and people with the leading B2B Customer Data Platform. Drive true Customer Obsession with Leadspace CDP. All the data you need to understand your customers - accurate & in real-time, in a single place. Artificial Intelligence (AI) that transforms data into clear next-step recommendations, including who to target, how & when. Turnkey integrations into Sales, Marketing & Digital Ad platforms to ensure omni-channel execution & alignment. Leadspace CDP lets you focus on driving effective Marketing & Sales, instead of spending your time managing data.
  • 23
    CaliberMind

    CaliberMind

    CaliberMind

    CaliberMind empowers B2B marketers to optimize pipeline and revenue growth by elevating the insights they need. Integrating your entire tech stack with your CRM allows for easy access to marketing ROI. When early funnel activity can be tied to sales productivity, it’s easy to advocate for the tools your team needs to be effective. These insights also make marketing’s value to the organization a no-brainer. Predicting marketing revenue should be easy. The average marketer has two dozen tools in their marketing tech stack, and instead of making insights clearer, merging information is a struggle. See how our customers are using real-time insights to deliver the right message to the right people at the right time. Marketers waste too much time digging through heaps of data to figure out what happened last quarter. With trend data displayed in an easy-to-read format, it’s easy to spot—and correct for—a gap in pipeline two quarters out.
    Starting Price: $20000.00/year
  • 24
    Terminus

    Terminus

    Terminus Software

    We Power High-Performing Go-to-Market Teams™ Transform how your company generates revenue. Terminus is for sales and marketing teams who care more about generating revenue than generating leads. The foundation of Terminus is our Data Studio. There you can easily understand and prioritize the right targets through firmographic, intent, engagement, psychographic and relationship data. Terminus lets you deliver personalized messages to the right audiences no matter where they are. Orchestrate consistent experiences across display and social advertising, chat, email, and web personalization. Terminus keeps your go-to-market teams aligned from the first touch all the way through renewal and expansion by seamlessly pulling together all of your account data. Automatically alert sales to meaningful engagements, centralize account information, and deliver better pipeline prediction to accelerate opportunities.
  • 25
    D&B Connect

    D&B Connect

    Dun & Bradstreet

    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.
  • 26
    D&B Rev.Up ABX

    D&B Rev.Up ABX

    Dun & Bradstreet

    D&B Rev.Up is the new open RevTech platform B2B marketers have been waiting for. D&B Rev.Up ABX, the first product on the platform, helps you grow revenue with unified data, targeted audiences, and personalize activations across channels. Plus, track your results. All powered by our industry-leading CDP - and with connectors to whatever Martech or Salestech you already use so you won’t be trapped in yet another tech silo. Learn how Citrix uses Dun & Bradstreet to enhance the way their marketing and sales teams target the right accounts with the right messages to drive increases in pipeline and size of deal. LiveRamp wanted to target more accounts. By deploying Dun & Bradstreet, they expanded their account universe and are running integrated, targeted campaigns to top accounts. Give your audiences the personalized, relevant experiences that will help win them over - and do it consistently across display, paid social, email, web search, and more.
  • 27
    Gradient Works

    Gradient Works

    Gradient Works

    You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.
    Starting Price: $200 per month
  • 28
    Lead to Account Matcher

    Lead to Account Matcher

    Eustace Consulting

    The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription is required. If you have leads coming into your Salesforce org for companies that already exist as accounts, using our fuzzy logic matching, we can match to an account, even when the name is not entered exactly the same. When converting a lead to an account, our matcher also looks for matching leads that exist for the company and allows you to bring over all or none of them, with a click. Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All are done through user configuration, no code is required.
  • 29
    Fullcast

    Fullcast

    Fullcast.io

    Keep your revenue operations running smoothly and your sales team operating at full strength - even when plans are constantly changing. Build your territories, continuously make updates in response to evolving market conditions, and seamlessly sync changes across all GTM systems, so your strategy is always aligned with execution. When you plan and execute in a single platform, you can optimize your strategy and resources in real-time. Boost sales productivity and drive more revenue. Focus more on scaling sales, not updating spreadsheets. With fullcast’s automation tools, you can quickly alleviate sales operation backlogs and focus on building customer relationships. Fullcast ensures that Salesforce is actively aligned with your go-to-market plan by easily automating policy enforcement and task execution--no custom coding or additional IT resources needed.
  • 30
    Calendly

    Calendly

    Calendly

    Calendly helps you schedule meetings without the back-and-forth emails. We take the work out of connecting with others so you can accomplish more. Learn how painless scheduling can be with Calendly. Setup is easy. Let Calendly know your availability preferences and it’ll do the work for you. Share your Calendly links via email or embed it on your website. They pick a time and the event is added to your calendar. Works with your Google, Outlook, Office 365 or iCloud calendar so you’re never double booked. Set buffer times between meetings, prevent last minute meetings, create secret event types, and more. Supports 1-on-1, round robin and collective availability meetings. Seamless timezone detection for your invitees so everyone’s on the same page. Automate tasks with Salesforce, GoToMeeting, Zapier and more. Works great for individuals, teams and departments.
    Leader badge
    Starting Price: $8 per user per month
  • 31
    Distribution Engine
    Distribution Engine offers a number of different ways to distribute records within your teams. Some of these are summarised below, but many more are offered in the application. Fairness is vital for happy, motivated and successful sales teams. Round robin remains the simplest and most effective way to achieve this. Round robin distributors will hand each team member a record before starting at the beginning again. Every team member knows that their turn will come, so there are no more misunderstandings about how allocation works! Load balancing provides a way to ensure even workloads across your team, accounting for differences in availability and the tags of each team member. Ideal for distributing cases, load balancing can even be configured to consider assignments outside of Distribution Engine, or to consider the value or complexity of records assigned.
    Starting Price: $45 per user per month
  • 32
    Buyerstage

    Buyerstage

    Buyerstage

    Digital sales room platform for your entire sales funnel. It helps sales teams to stop wasting time with tire-kickers by pre-qualifying inbound leads, offering stakeholder content insights, and eliminating any early friction with the buying committee. What Buyerstage offers: 1. Digital Sales Room—Manage all your buyers from qualification to conversion under one link. 2. Mutual Action Plan—Work on a collaborative checklist to complete the deal. 3. Lead Qualification—Automate MQL-to-SQL qualification. 4. Seamless SDR to AE Handoff—Make a smooth handoff from sales development to sales. 5. Sales Collateral Management—Share assets via portal and monitor how they are consumed at the buyer end. 6. Buyer-Seller Collaboration—Get instant notification on buyer queries through comments and chat. 7. Buyer Insights—Get metrics to know how your buyers explore and value your product. 8. Stakeholder Mapping—Identify the key decision-makers in advance.
    Starting Price: $29/user/month
  • 33
    Leadmonk

    Leadmonk

    Leadmonk

    Convert leads into meetings by qualifying, routing, and scheduling in real-time from anywhere — be it your web form, cold calls, campaigns, and more. Build a qualification track and let prospects self-qualify to capture all the insights you need without hurting conversion. Instantly route leads based on complex conditions and display a calendar on your website for prospects to book meetings. Make it easy for your customers to schedule meetings on demand without the back and forth. Our forms are customizable, can be embedded on your website, and have personalized follow-up questions to help you collect richer first-party data. Automatically qualify and route leads from your web form and schedule meetings with them.
    Starting Price: $12 per user per month
  • 34
    RealZips

    RealZips

    RealScenario

    RealZips is a global territory management for Salesforce. The app provides geographic structure to all Salesforce data, based on zip codes, postal codes and partial postal codes. This empowers sales and customer service teams to easily find market potential in every area, and run laser-focused marketing and sales activities.
    Starting Price: $25.00/month/user
  • 35
    Round Robin Distributor
    Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.
    Starting Price: $169/company/month (10 users)
  • 36
    AccountAim

    AccountAim

    AccountAim

    Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.
  • 37
    ZoomInfo Operations
    Get the best B2B commercial data delivered on your terms, accessible, flexible, and primed to accelerate your business. Our best-in-class match rates, match accuracy, fill rate, and fill accuracy combine for data reliability that’s 10x better than the alternatives. Identify customers across channels and infuse your CRM, MAP, cloud data warehouse, or other systems of record with the most accurate and actionable data. Tap into our global database of companies from the smallest ‘mom and pop’ to the global enterprise covering firmographics, hierarchies, and technographic, all built using our patented technology. Go beyond just company data to get the full customer picture with the world’s best contact data, streaming intent, and scoops, all from one platform. Integrate comprehensive B2B data into any system or workflow, in the format of your choice through cloud data shares, APIs, flat files, or orchestration apps.
  • 38
    Syncari

    Syncari

    Syncari

    Syncari, a leader in data unification and automation, is modernizing enterprise master data with its innovative Autonomous Data Management platform. Syncari is revolutionizing how enterprises handle data by ensuring comprehensive accuracy, centralized governance, and democratized access. This approach facilitates near real-time decision-making and AI integration, enhancing observability and operations across multiple domains. By accelerating the speed to business impact, Syncari enhances decision-making capabilities and empowers organizations to fully leverage their data for substantial value extraction. Syncari ADM is one cohesive platform to sync, unify, govern, enhance, and access data across your enterprise. Experience continuous unification, data quality, distribution, programmable MDM, and distributed 360°.
  • 39
    VWO Insights
    VWO Insights combines session recordings, heatmaps, on-page surveys, and more to diagnose problem areas in your visitors’ experiences. So you can fix what's broken. And make the good stuff even better. Funnels help you uncover conversion leaks and deep-dive into the reasons for visitor drop off using heatmaps and recordings. With advanced segmentation capabilities, you can create complex segments and use bracketing logic to further filter your funnel reports and discover new visitor segments. Notice a high drop-off from one stage of the funnel to the next? Want to know why the visitor did not submit the form? You can view session recordings for only those visitors who dropped off at a particular stage with a single click. VWO recordings are always on. This helps you understand friction points in a specific buyer, avatar, or persona journey. And easily identify opportunities for growth and testing with that segment.
    Starting Price: $169 per month
  • 40
    Formalize

    Formalize

    Formalize

    Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation.
  • 41
    Occupancy Funnel

    Occupancy Funnel

    Grow Your Occupancy

    Better qualified leads, higher sales conversions = more sales, more move ins. Occupancy Funnel is the only lead conversion tool with a virtual coach. Grow Your Occupancy helps your company meet its occupancy, revenue, and NOI targets through sales & marketing systems, tools, training, & coaching.
  • 42
    Automatic Prospects

    Automatic Prospects

    Automatic Prospects

    Supercharge your sales with Automatic Prospects—the ultimate solution for automated lead generation and cold email outreach. This powerful email automation software fills your sales pipeline with high-quality B2B leads effortlessly. Boost conversions, increase sales, and accelerate business growth without lifting a finger. With advanced personalization, high deliverability, and seamless CRM integration, you'll engage prospects like never before. Don't miss out on the easiest way to dominate your market and skyrocket your revenue. Get Automatic Prospects now and transform your sales funnel today!
    Starting Price: $100/month/user
  • 43
    Camp

    Camp

    Camp Automation Platform

    All the routes to market in one platform. Multiple marketing channels to reach your audience, your salespeople, and partners for last-mile. ​ Engage customers on their terms. Track their digital footprints. Understand their needs. Converse with them on social media. Send them personalized emails, tweets, and notifications. Get always-on campaigns to nurture. Less effort & more results. ​ Don't stop in just creating leads. Share them with your salespeople and partners, who are on the move. A simple app bridges the gap, for an effective last-mile experience. Collaborating between sales and marketing is at a peak with Camp. ​Marketing can generate leads, agree on qualification criteria, measure lead engagement with behavioral data, mark leads as MQL (marketing qualified) or SQL (sales qualified). Before passing leads to sales, you can get Inside Sales (IS) involved profile in detail.
    Starting Price: $159 per month
  • 44
    SurfaceLabs

    SurfaceLabs

    SurfaceLabs

    Our intelligent forms help businesses optimize their inbound sales pipeline in order to make the most of their marketing spend. ‍Other form solutions are designed for collecting data, not for optimizing conversions. Dynamic forms with personalized follow-up questions and call-to-action content to incentivize form completions and help collect richer first-party data. Surface enables marketing and sales teams to build advanced scheduling, routing, and reporting workflows that integrate with their existing tools. Surface forms allow for personalized follow-up questions, providing even more valuable data to sales and marketing teams. Nudge users to provide valuable first-party data that sales teams can use to filter, qualify, and book meetings with qualified leads. Build advanced scheduling, routing, and reporting workflows that integrate with your existing marketing and sales tools.
  • 45
    Pype Intelligent CRM
    Run multiple, multichannel campaigns from one platform and deliver qualified leads that are ready for your sales team to reach out. Run multiple, multichannel campaigns from one platform and deliver qualified leads that are ready for your sales team to reach out. Hit your growth targets by ensuring your marketing and sales team have a full pipeline to work with. Generate predictable revenue by automating marketing and sales tasks that lead to a leaky sales funnel. Never miss an active opportunity again. Find contact information based on geographic location, company size, industry, job titles, and technology from prospect websites, B2B social media, or from our database of over +200 contacts worldwide. Provide your marketing team with high-quality leads.
  • 46
    ebCard

    ebCard

    ebCard

    Your lead data management platform. Capture, qualify and synchronize lead data with your systems. Capture, qualify, nurture and convert faster, better, and cheaper. Capture any source of lead data and get more data points with the minimum effort and highest quality. Qualify leads with your notes and questions before you send them to your marketing and sales tools. Synch all contact data with your sales and marketing platform and trigger your conversion processes.
    Starting Price: $1975 per year
  • 47
    Tray.ai

    Tray.ai

    Tray.ai

    Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes. The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use.
  • 48
    eMaximation

    eMaximation

    eMaximation

    eMaximation's easy-to-use sales and marketing software helps you capture, qualify, and convert more leads into sales. eMaximation's lead management and marketing automation software allows companies to grow their business by easily capturing, contacting, qualifying, and converting more leads into sales. We make it easier to manage your sales team and marketing campaigns while also increasing efficiency and production, with proven methods working with small emerging businesses to global Fortune 500. Take a look at our features below and contact us here to set up a demo. Automatically capture and distribute incoming leads to ensure quick follow-up and get the right leads to the right team members. Intelligently identify prospect lead scores based on custom business rules for lead qualification and follow up, and automatically prioritize and queue up activity lists for sales team members.
  • 49
    OppSurge

    OppSurge

    OppSurge

    OppSurge’s one-click lead capture tool lets your visitors sign up instantly through trusted providers like Google and LinkedIn, boosting conversions and reducing signup friction—all with no code required. OppSurge is a zero-code platform that simplifies lead capture by replacing traditional forms with one-click authentication. Instead of forcing visitors to wade through multiple form fields, OppSurge enables faster, more reliable lead capture through familiar providers like Google, Facebook, and LinkedIn. We’ve removed backend complexities like API configuration and OAuth protocols, providing a streamlined path to accurate lead capture. Out-of-the-box integrations with CRMs like HubSpot deliver real-time, source-verified data, ensuring your marketing and sales teams receive lead information they can trust. And with our intuitive drag-and-drop form builder, marketing teams can go from ideation to live lead capture in just minutes.
  • 50
    Patible

    Patible

    Patible

    Uncover your real TAM and reach out to pre-qualified prospects without the manual research. Other third-party buyer intent data sources provide intent data in a reactive manner. We actively seek out buyers who pass all your qualifications and find the right contact within the organization based on personal interest. Know exactly which buyers say "yes" to all your qualification questions before you reach out. Sharing the same lead sources and lead intelligence with all your competitors no longer makes sense and hinders growth, that's why Patible solves that. Increase responses with personalization, and in-close rate from outbound. Increase your sales pipeline and convert faster with contextual data. Patible is advanced data for revenue teams.