Alternatives to ClientPoint
Compare ClientPoint alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClientPoint in 2025. Compare features, ratings, user reviews, pricing, and more from ClientPoint competitors and alternatives in order to make an informed decision for your business.
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1
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use. -
2
Showpad
Showpad
The Showpad Enablement Operating System® (eOS) unites marketing and sales teams to deliver revenue-driving experiences. Empower sellers with relevant content and training to engage buyers and run deals with confidence. With content and sales tools all centralized on Showpad eOS®, sellers can adapt to buyer needs instantly — knowing they’ll always have the right answer at their fingertips. Bring physical products to life in digital app experiences, from 3D models to 360° immersive showrooms, to enable more engaging in-person conversations. Plus, sellers can easily collaborate with decision-makers through comments and uploads in a Shared Space—a convenient and customized microsite that helps speed up the sales cycle. Scale the winning behaviors of top sellers with Showpad Coach to deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets. -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
4
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $49.00/month -
5
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
6
Sign.Plus
Alohi
Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals. Sign.Plus Features: • Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more. • Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more. • Monitor the progress of your signature requests in real-time. • Reusable templates to send out frequent documents to different recipients. • Certificate of completion that contains a tamper-proof audit report with details about the signers. • Set up a team and add your employees to your team. • Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more. • Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2. • Data encryption in transit and at rest. • Data residencyStarting Price: $9.99 per month -
7
Allego
Allego
Allego’s learning and enablement platform elevates performance for sales and other teams by combining learning, content, and collaboration into one app, designed for the flow of work. With Allego, teams onboard faster, confidently deliver the right messaging and collateral, rapidly adopt content and best practices, coach and practice more frequently, and collaborate more effectively with peers and the home office. -
8
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
9
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
10
RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
11
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
12
OneMob
OneMob
Create video, build microsites, run campaigns, track everything and sync back to your CRM. Recording a video can be stressful. OneMob makes the recording process as easy and versatile as possible. The best-performing videos are as personal as possible. Need a way to make and send personalized videos to dozens or hundreds of customers? OneMob makes it possible. Try our robust sales engagement platform to create more meetings, pipeline and revenue! Upload, manage and maintain all your sales and marketing content. Build company and client branded, personalized web pages of content. Send up to 2500 personalized emails, amplified by video. Generate branded links and share them through any channel. Track opens, clicks, watch time, document downloads, button clicks, etc. Collect text and video responses, all logged back to your CRM.Starting Price: $20 per month -
13
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
14
Letter AI
Letter AI
Letter AI helps your revenue teams win more, better, and faster. Equip your revenue teams with everything they need to close deals, from training & coaching to collateral to real-time help, in a unified platform with AI at the core. Supercharge your revenue teams with engaging, personalized, and always up-to-date content and coaching. built-in minutes with AI. Configure mock personas to practice your sales pitch, and build interactive training, video-based learning, and certification pathways in minutes using just your existing docs. Discover the right assets and personalize them for your customers, or build from scratch with AI magic. Ask anything and receive a personalized response from your own AI co-pilot with deep expertise in your company & products. Security and privacy are at the top of your mind, so they are at the top of your mind for us. We are secured by industry-leading security frameworks and never use your data to train our models. -
15
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
16
QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
17
ClearSlide
Bigtincan
Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.Starting Price: $35.00 per user per month -
18
Dock
Dock
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.Starting Price: $29 per month -
19
Bigtincan
Bigtincan
Bigtincan’s sales enablement platform helps organizations grow customer engagements into long-term valued relationships via four pillars of sales enablement: sales content management, sales training and coaching, document automation, and internal communications. Designed in collaboration with Apple, our device-agnostic platform offers users a beautiful, intuitive UI that can be fully personalized to your brand and the way your teams work. Our UI is mirrored across desktop and mobile, making Bigtincan one of the only true mobile sales enablement platforms in the industry. Integrated software solutions — including a modern learning management software (LMS), document automation, and a digital catalog application — can be purchased as add-ons to extend the functionality of the main Bigtincan Hub platform. Additionally, 100+ third-party integrations allows Bigtincan to work seamlessly with your company’s existing tech stack.Starting Price: $39.50 per user per month -
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Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
21
seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
22
Journey
Journey
Convert prospects into champions, equip and enable them. Share resources in a single link and make it easy to sell you internally. Reach prospects and share relevant files, links, and resources without worrying about deliverability. Get visibility into what prospects are doing and offer up timely, relevant support throughout the sales journey. Empower sellers to create new content, update existing resources, and monitor sales activity all in one place. No more searching the inbox. Make it easy for champions to share resources with key decision-makers. Create content for the entire revenue-generating process, from prospecting to closing to retention. Create content to enable your champions throughout the sales process. Combine PDFs, text, videos, and more, and share them with prospects in one easy-to-find location. Journey is a storytelling platform that helps sales teams turn endless email threads and attachments into one interactive workspace.Starting Price: $29 per month -
23
Topo.io
Topo.io
Topo.io enables sales teams to move forward with buyers by centralizing stakeholders, resources, and deals—all in one place. Always keep track of prospects' activity and engagement by connecting Topo.io with your CRM and other business tools saving you time with follow-ups and reporting. Manage your QBR in a structured way and share key objectives with your clients. Gather all the information shared during the sales cycle to ensure proper onboarding. Identifies and replicates the best practices of top performers and shares them with the team. Reduce the time to first deal by providing your Reps with templates already adapted to your sales cycle. Track the content that performs best and ensure good alignment between sales and marketing.Starting Price: €49 per user per month -
24
OnePgr
OnePgr
OnePgr is pioneering a fundamentally different approach by delivering information to you in the context of your conversations to redefine how sales reps prospect and sell, how support professionals support their customers, and how teams get projects done. OnePgr vision is founded on 3 fundamental principles, which are aggregated business information in one place, contextual, embedded communication, and shared access to information for team members. With OnePgr, you seed your shared workspace by adding content or inviting your team and information is gathered automatically. Embedded communication allows your team to exchange video messages, hold video meetings, share documents, add relevant bookmarks in the shared workspace where all interaction history such as phone recordings, video recordings, live chat messages are transcribed and preserved. At OnePgr, we realize that each functional team needs different workflows so we have brought together OnePgr building blocks to create apps. -
25
Paperflite
Paperflite
Paperflite is a marketing collateral and sales content management platform. With Paperflite marketing teams can curate, organize and distribute their content to sales teams, customer success teams and channel partners. Paperflite provides real-time engagement analytics on internal and external user interaction with your content so sales reps can prioritize leads and know when to follow up. Paperflite integrates with industry-leading CRMs and Marketing tools and available across devices.Starting Price: $30 per user per month -
26
Forward
Forward
Forward enables sales teams to win deals and onboard customers faster. Forward's engagment platform centralises all resources, stakholders, sales tools and interactions within a single digital workspace, for seamless collaboration, standout experience and faster buyer decisions. Each of Forward’s digital sales rooms is shareable with a single link and comes packed with superpowers: - Real-time collaboration for seamless deal progress, - Sales insights to track engagement - Mutual-action plans to keep your deal on track - Auto-personalization to stand out from competitors Sales team can take control of there deals, minimize friction, and achieve higher conversion rates. Sign up for Forward's free trial and find out the best way to drive your deals forward effortlessly!Starting Price: €29/month/user -
27
Distribute
Distribute
Meet Distribute—the AI-powered page builder for founders, creators, and salespeople. Browse our library of over 100+ conversion-optimized templates and create a custom page that’s for you Effortlessly set up lead-gen forms, calendar pop-ups, and email capture fields, then connect to your favorite platforms and set on autopilot Become a mini-marketer and start generating 10x more prospect engagement without the hassle of complex website builders A Distribute page is a high-value piece of content that moves your dream prospects from the curiosity to commitment!Starting Price: $49 per member per month -
28
123PAS
123PAS
The only software application on the market that can check for possible "non-compliance" issues before authors write a "single word". The [compliance support] report shown below is automatically generated when the pm creates a cross-referenced compliance matrix. This is just one of "several" compliance support reports created by our software. Automation in the color review area, provides the reviewers with tools that will produce much more “effective” pink, red and gold team reviews. Whether you are conducting an internal rolling review of specific portions of your proposal or a full review of your proposal by an entire review team, our automated color review tools will speed up the process and make it easier for your review team to complete their tasks and relay their comments and suggestions on making your proposal a better and more compelling document.Starting Price: $375 per user per month -
29
DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
30
Dubb
Dubb
Easily create actionable videos from anywhere to get more engagement, bookings, and sales. Drive more engagement to emails and social posts. Get more meaningful appointments on your calendar. Drive more engaged prospects through your sales funnel. Dubb video landing pages are easily sent via email, LinkedIn, SMS, CRMs and more to convert viewers into clients. We're all about meeting you where you are. Grab a free trial to Dubb today to see how we can lift up your stack with video. Use the Dubb Mobile App to create dynamic business videos with ease. Share your videos on your favorite channels and provide multiple calls to action. Get tracking of your contacts' engagement from email, forms, video and calls-to-action. Use the Dubb Mobile App to create dynamic business videos with ease. Share to your favorite channels where your contact are to drive conversions. Get tracking of your contacts' engagement from email, video and calls-to-action.Starting Price: $59 per user per month -
31
SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
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Ravyn
Ravyn
Ravyn is the world's first, ultra-fast AI sales tool for capturing insights to grow your revenue and deepen your relationships. Ravyn's AI automatically captures and categorizes insights directly from your notes. As you capture insights, Ravyn automatically builds next-gen client profiles that fuel deeper relationships and meaningful engagement. Ravyn is the only sales platform in the world that provides a more complete and human view of your clients so you can turn cold business contacts into happy clients for life. Ravyn is a great AI tool for: • Sales Professionals • Account Management • Marketing Professionals • Business Development • Customer Success • HR & Recruiting • Investment Managers • Nonprofits & FundraisingStarting Price: $19 per month -
33
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
34
envivo
envivo.io
Increase your deal close-rate by sending hyper-personalized offers to prospects via a branded microsite, with the opportunity to cluster the content you send for more impact, engage in personal chats with your prospects, personalized email reminders, and much more. The moment of first contact is when your personalized relationship with your prospect begins. It starts with proposal, moves to signature, and then comes onboarding. envivo is the only solution you’ll need for everything related to your clients. Answer all their questions, make them offers, share documents, manage contracts and onboarding. envivo is a personal dialogue with your customers and prospects, who can access your offer from any device, be it smartphone, tablet or laptop.envivo brings everything together for you. Instead of countless emails, phone calls and documents in an endless expanse of communication, the entire sales cycle finally happens in one digital place.Starting Price: €19 per month -
35
Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
36
RELAYTO
RELAYTO
How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful.Starting Price: $100/user/month -
37
Proposable
Proposable
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals. -
38
DealPoint
DealPoint
Attain better close rates and sharpen your forecasting. DealPoint is deal management & collaboration software that helps sales teams ace complex solution sales. Our customer’s reps see 2x close rates, +20% ACV and faster velocity while managers see forecasting accuracy improve up to 95%. A clear path from today to customer value — easily customized and ready to share in seconds. Align profiles of your team with counterparts on the buying team and track who is doing what. The metrics you need for proof of value and deal status plus two-way CRM integration. Easily share case studies, requirements, links, and the latest documents all in one place. Reps don’t enjoy SFDC — so DealPoint keeps it updated for them. Serious buyers want to know how you will deliver on promises.Starting Price: $70 per user per month -
39
Beehivr
Beehivr Technology
Add participants ahead of time and prep key documents, brochures or relevant products. Make the most of any meeting with marketing and sales assets in one place ready for you to search, present and share with ease. Showcase your product knowledge through a dynamic catalog experience complete with descriptions, specifications, videos and links. Share and track an automated meeting summary with prospective clients seamlessly via a mobile-responsive website. Beehivr works to perfectly complement your current CRM solutions by storing meeting summaries, customer opt-in details, insights and feedback directly into your CRM on-the-go. -
40
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. -
41
Enable Us
Enable.us
Organize, share and analyze everything your buyers and sellers need to close deals quickly using our digital sales rooms. Marketing content, sales content, and customer voice in one link. The B2B sales process is difficult and time-consuming. Managing content creation and distribution, Zoom meetings, and Q&A between 2-20 buyers and influencers is hard. Enable streamlines this entire process, allowing you to manage it from one unified digital sales room. Sellers spend up to 25 hours finding content every month. Content sprawl is real, making managing and finding the right content a daily time suck. One place finally has everything sellers and buyers need to close deals quickly. Too often we make it hard for our champions to help us close our deals. Dozens of emails, meetings, phone calls, and documents make it difficult for your champion to coordinate with their evaluation team. Enable tracks all sales room activity, alerting sales in real-time.Starting Price: $50 per user per month -
42
Proposal Studio
Jack in the box
Responding to public tenders is an exacting procedure that requires you to know and follow certain key steps. Gather and organise all the elements to be included in the bid package, in the order requested in the tender instructions. All of the elements used in your bids: company presentation, CSR, quality, safety, standard waste management plan, etc. The entire set of administrative documents required for your bid, all with a uniform look: DC1 and DC2 forms for France, certificates, official company registration, etc. Optimised content layout thanks to a publishing engine. Simplifies personalisation and fine-tuning of responses, but also archiving and keeping track of bids. Proposal Studio makes it easier to choose and personalise the texts, images and documents used in business proposals and bids, even when the RFP instructions specify a set format. The proposal management expert with more than 8,000 salespeople. -
43
SalesPanda
SalesPanda
SalesPanda is a sales enablement and acceleration platform that helps brands sell more via extended enterprise (Agents, Advisors, Distributors, Partners, Sales Teams, Branches etc.). Our platform helps improve sales productivity and performance of partners and sales teams with effective digital automation and deep Analytics. It is well-integrated with modules that help brands recruit new potential hires, enable them with training, coaching materials, guides, videos and tools. Partners and sales teams also get easy access to branded marketing content pushed centrally — to further communicate the value proposition effectively with end customers.Starting Price: $99.00/month/user -
44
Apollo.io
Apollo.io
Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts and 30M companies with robust and accurate data. Teams leverage Apollo’s Engagement Suite to scale outbound activity and sequences effectively. Finally, up-level your entire go-to-market processes with Apollo's Intelligence Engine with recommendations and analytics that help you close. Founded in 2015, Apollo.io is a leading data intelligence and sales engagement platform trusted by over 10,000 customers, from rapidly growing startups to global enterprises.Starting Price: $49 per user per month -
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Reply
Reply
Reply.io is an AI-driven sales engagement platform that automates cold outreach through unlimited mailboxes, converts website traffic into booked meetings with AI Chat, and empowers your team to streamline the entire sales process with AI SDRs—from building verified lead lists to crafting personalized sequences and responses. Trusted by over 3,000 businesses and recognized as one of the Top 50 Sales Products for 2024 by G2, Reply offers: - Cold Outreach Tools: Engage prospects through emails, LinkedIn, WhatsApp, SMS, calls, and more - all combined in dynamic, conditional sequences. - AI SDR Agents: Automate outreach to book more meetings. - Reply AI Chat: Capture website visitors and convert them into leads with AI-driven chat and video avatars. - Email Deliverability Suite: Maintain high deliverability rates with email health features and Mailtoaster.ai. - Agency Growth Hub: Tailored solutions for sales and lead generation agencies, including custom integrations, an agStarting Price: $49/user/month -
46
Covideo
Covideo
Covideo is a video messaging platform for professionals looking to stand out in the inbox, build stronger connections, and increase their email open rate and CTR. Record high-impact, low-effort video emails and texts that are far from ordinary. Users can upload existing videos or use their smartphones or webcams to record one-off videos. Use our screen recorder to record your screen, yourself, or both to create the best video content. Include clickable CTA buttons that drive engagement and set clear next steps. Opt for a custom landing page, or select from our ready-to-use designs. Streamline your process and optimize output with Covideo integrations. Install Covideo to your Salesforce, Office 365, Outlook, and Gmail. Add captions to ensure accessibility, reinforce your message, and use our trim & merge feature to combine multiple videos. Use website overlay to drive traffic to relevant sites by laying your video over your choice URL. Request a demo to see Covideo today!Starting Price: $69 per user per month -
47
Funel.io
Funel.io
Funel.io, a cutting-edge client management platform for businesses immersed of marketing and sales. Unveil an array of ingenious AI tools, such as the prowess of buyer persona generators and an adept spam checker. Tailored to redefine efficiency, Funel.io seamlessly navigates your workflow journey, from the intricacies of client onboarding to the pulse of daily updates. Enriched with the power of blockchain technology, Funel.io adds an additional layer of data security, ensuring the safeguarding of your valuable information. Elevate your professionalism with features like the proposals and invoice creator, empowering you to craft sophisticated and personalized documents that leave a lasting impression on your clients. Stay connected through the real-time updates module, fostering frequent and fluid communication between your team and clients. With Funel.io at your helm, transcend the mundane and redirect your focus towards amplifying business-client relationships.Starting Price: $299 -
48
Along
Along
Along is a collaborative workspace for complex B2B sales that helps you engage, close, and onboard buyers using custom digital sales rooms that connect all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content or other information of the deal. Using tracking and analytics, Along is able to deliver insights, highlights, and recommendations from your prospect's behavior directly in your CRM - entirely enabled by smart SQL processing and AI. This allows you and your team to optimize and discover why prospects are churning; allowing c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes. Simply create shared Alongspaces as digital sales rooms + mutual action plan with your buyers to have a single hub for all deal-related information, track what your buyers do with them, and use the insights to close them faster.Starting Price: $69/month -
49
Fedmarket Proposal Architect
Fedmarket
Federal government proposal writing is treated like a mysterious stepchild by many companies. For these companies, the process of writing a response to a federal Request for Proposal (RFP) is not a process at all. Rather, it becomes a series of chaotic events culminating in a last-minute crunch the day (and night) before the proposal is due. All of this chaos is focused around the Proposal Manager (if you have one) who can produce most of the proposal but not the critical technical solution to the customer's problem. Most proposals win because of a customer-centric, compelling technical approach, and producing the approach is usually the center of the chaos. The Proposal Architect uses a table-driven approach to developing a technical solution to a customer's problem. Suggested formats for work breakdown structures are provided and then converted to linked tables of task and subtasks to generate a detailed outline of the technical approach. -
50
Moxtra
Moxtra
Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.Starting Price: $120 per month