Alternatives to ClientPoint
Compare ClientPoint alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClientPoint in 2024. 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
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 -
3
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 -
4
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) -
5
servicePath CPQ
servicePath
QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.Starting Price: $75 USD/user/month* -
6
SalesExec
ClickPoint Software
SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.Starting Price: $65.00/month/user -
7
Groove
Groove.co
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. -
8
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. -
9
ClearSlide
ClearSlide
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 -
10
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 -
11
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 -
12
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 -
13
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 -
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
Qorus
Qorus Software
Create business-critical documents more efficiently with Qorus. Qorus helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With Qorus, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. Qorus 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 50% of proposal management software users reporting increases in the number of requests received in 2022, it’s important to track prospect engagement for smarter, more relevant follow-up communication. -
16
Quickpage
Quickpage
Quickpage is the fastest growing video follow up solution in the world. Set yourself apart from the competition and deliver the most unique experience your customer has ever seen. With Quickpage video email. Quickpage is your virtual solution to introducing yourself and your services in the most genuine way. Quickpage app was developed to bridge the gap between sales people and customers. It's a sales app that helps you create real, human relationships with your customer so that you can build trust and close deals. We want to help sales people stand out in their industry and for customers to have a better buying experience. We're a team of folks who think that communicating with video can truly change the way people do business and make it better. Virtual sales strategies are increasing and evolving rapidly as sales people quickly learn how to do it. Now is not the time to be left behind. Easily and quickly record or upload videos from your phone or desktop.Starting Price: $24.16 per month -
17
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. -
18
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 -
19
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 -
20
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 -
21
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 -
22
Introhive
Introhive
Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time. -
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
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 -
25
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. -
26
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 -
27
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 -
28
Aligned
Aligned
Aligned is the new place for B2B Revenue teams & buyers to work together effectively. Moving the deal/customer project from the madness of back and forth, dull, messy, sales(y) emails, into a single collaborative workspace for each customer. Reps are empowered to communicate more effectively with all stakeholders, to better collaborate on resources, on next steps, and to leverage analytics to gain visibility on their blind spots in the buyers’ journey. Thousands of top revenue reps from companies like Liveperson and Deel use Aligned daily to simplify the complexity of controlling their deals and differentiate their customer experience by empowering their buyers. Buyers continuously share loving feedback as we work on making sales frictionless, more enjoyable, and impactful.Starting Price: $49 per month -
29
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 -
30
roombriks
roombriks
Save time with an experience that brings together teams, content, and tasks across your apps and devices. You can bring the organic data created to life. Offering the best insights to sellers and an around-the-clock assistant to buyers and sellers. Find out what you need to know, when you need to know it. It knows about your rooms, documents, and organic content. Everything in one room. Purpose-built for every stage of the customer journey with one URL. 1900+ and counting integrations. Unleash the data from restrictions of collaboration tool silos. Organize your teams, customers, stakeholders, and their data in one place. Discover where you and your teams should focus their time. A digital workspace app for focused, AI-assisted engagements. Hive AI gives you an intelligent assistant in every room. Add customers to a room, not an email thread. Track your progress without spreadsheets. -
31
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. -
32
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. -
33
Potion
Potion
Scale yourself through videos tailored for each lead. Create outreach campaigns that truly stand out. Auto-generate personalized front camera videos. Embed calendar widgets right on your video page. Using Potion videos is a great sales technique that you can use in every step of your sales cycle. Adding a personalized video in cold emails can dramatically improve your response rates. In the later phases of the buying process, videos with your own personal touch help you speed up the sales process, close more deals, and keep your customers happy. Using Potion videos is a great sales technique that you can use in every step of your sales cycle. Adding a personalized video in cold emails can dramatically improve your response rates. In the later phases of the buying process, videos with your own personal touch help you speed up the sales process, close more deals, and keep your customers happy.Starting Price: $49 per month per seat -
34
SmartReach
SmartReach.io
SmartReach.io is a simple yet powerful sales engagement software that helps automate cold outreach, personalizes messages with AI recommend, and tracks results using an advanced scheduler and powerful apis & integrations. Your billed based on the prospect you contact. Yes, unlimited sending emails SmartReach.io helps you generate qualified leads, book meetings, and close deals. It automates outreach across email, LinkedIn, WhatsApp, SMS, and calls, helping you reach more prospects and generate more leads. SmartReach specializes in email deliverability with features like inbox rotation, unlimited emails, ESP matching, inbox placement, free email verification, free warmups, spam test, Spintax and much more Its Shared Inbox helps teams get productive and collaborate better. SmartReach.io provides in-depth reporting, actionable insights, and increased sales due to high email deliverability, making it an excellent choice for sales leaders to manage and make decisions.Starting Price: $29 per month -
35
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 -
36
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. -
37
ShoDeck
ShoDeck
Give your prospects a personalized buying experience and track their engagement with advanced analytics whenever you send them content. With a little time investment, Salespeople can deliver a customized content portal for your buyers to engage with and share among their stakeholders. This dedicated content page is unique and private to that opportunity and a far better user experience than receiving bulky attachments that get lost in long email threads. Sho tells you who’s viewing what, and for how long. You choose what each individual sees next. We’ll even tell you when they’re looking, so you can live chat with them. Sho brings all stakeholders and content together in one shared space providing a faster, easier and more pleasing experience for your buyer. Say goodbye to links and attachments in long email threads.Starting Price: $20 per month -
38
Luru
Luru
Put a check to sales chaos and boost win rates by implementing sales processes where reps work - chat, meeting, and email apps. Luru’s pipeline health reminders and 1-click updates from chat and meeting apps ensure sales reps can update the CRM without setting aside hours for it. Luru’s pipeline health alerts and reports help your teams stay updated, in realtime. With Luru's deal rooms, bridge the information and revenue gaps with collaboration among sales, marketing, product and other cross-functional teams. Turn any process you dream up from a sketch into a fully automated system that does the heavy lifting for you. Respond to alerts, update your CRM without breaking your flow, right there in your team’s chat app.Starting Price: $17 per user per month -
39
hify
hify
hify helps you create beautiful sales videos right from your browser. Create a personal connection with videos. Choose from dozens of templates to personalize your sales pitch. Transform how you work with Hify.io. Sign up to start for free and go pro when you're ready. An implementation manager will help set up your account faster according to your specific goals and obstacles. For questions, suggestions, and troubleshooting, our customer care team is always here to help you get the answers faster. Step-by-step tool guides, expert insights, a beginner-friendly glossary, and a big template library are here to help you get started easier. Over 8000 businesses are scaling their sales with Hify.io. Hify.io is the most complete platform for cold email and prospecting strategy. If you use up all of your credits before your plan's renewal date, you can purchase additional credits to continue using the service.Starting Price: $19.99 per month -
40
Vieu
Vieu
Vieu up levels every sales pursuit into faster, bigger strategic wins. Enterprise sellers are drowning in data and insights from various Sales Intelligence software vendors. They do not need more data or more insights but they need prescriptive contextual actions for a given enterprise pursuit. Given a target enterprise account, Vieu provides an entire AI-generated execution plan for each enterprise pursuit from prospecting to planning to proposal. -
41
Winmo
List Partners
Your unfair advantage to driving sales growth. Winmo is a sales prospecting tool that delivers the information you need to identify opportunities and close more deals with advertisers and agencies. Find your next client today. Our industry-leading sales solution gives you the right information, the predictive intelligence, and the human insight you need to come out on top, every time. Who controls the budget you’re targeting? Winmo gives you the low-down on key decision-makers and their priorities. Whether brand, corporate, or agency contacts, you’ll find all related personnel, budget by budget, so that you can connect with the right person the first time. Have a new vertical or geographic region you’re looking to tap into? Get your sales prospecting ramped up quickly by identifying the companies and decision-makers who should be on your target list. -
42
Salesloft
Salesloft
Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win. Thousands of the world’s most successful sales teams, like those at IBM, Shopify, Square, and Cisco, drive more revenue with Salesloft. Easily gather insights from each interaction in the buyer’s journey so you can replicate success and win even faster. Sales call tracking, transcription, analysis and coaching built into the platform and connected to all of your workflows. -
43
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 -
44
FieldSalesPro
CRMIT Solutions
FieldSalesPro ensures effective sales meetings by enabling relationship managers with product 360 view, eligibility checker, apply forms digitally, and customer onboarding, It improves opportunities efficiency during the meeting for faster closure. FieldSalesPro for Financial Services ensures productive field meetings, superior customer engagements, and 7X likely to convert field sales opportunities. CRMIT Solutions is a leading managed services provider for Salesforce focusing on digital transformation solutions to deliver Customer360. Customized financial offerings visualization arrow. Product categorization, prices & features arrow. Upsell and cross-sell other related services such as home loans, insurance and other services. A vast eligibility details by taking inputs from the participants of the meeting. Enjoy more productive and collaborative on-field meetings, together. Synchronize your meetings with CRM integration. -
45
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 -
46
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. -
47
CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!Starting Price: $29.00/month -
48
Journey Sales
Journey Sales
No more sending (and resending) email attachments. No more generic sales content. Smart Rooms let your development, sales and account teams deliver personalized content to the right people, exactly when they need it. Smart Rooms create a truly collaborative digital workspace by bringing all communications between you and your customer together, under one organized roof. No more endless emailing. No redundant meetings. Just faster consensus-build and decision-making. Smart Rooms deliver account and individual level activity and engagement insights to help your team drive account planning and execution, optimize content, allocate resources and create truly personalized buying experiences. Predict what deals will close and when with alarming accuracy. Complementing (not replacing) your sales process, Smart Plays automate certain sales activities to drive the buyer journey forward. -
49
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 -
50
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.