Alternatives to Dock
Compare Dock alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Dock in 2024. Compare features, ratings, user reviews, pricing, and more from Dock competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
Klyck
Klyck
Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user activity for sales and marketing leaders with superior data-driven strategic solutions.Starting Price: $9/month/user -
3
SkyPrep
SkyPrep
SkyPrep is an intuitive online training software that helps organizations deliver, track, and optimize training to employees, customers, and partners with ease. Whether you are looking to onboard employees, train customers on your products, or keep up with compliance requirements, SkyPrep makes learning easy and effortless with its fully customizable and intuitive platform, along with its best-in-class customer support. Course delivery is quick and easy to set up by just dragging and dropping your content, and building the assessments that go with it. Everything is then tracked in real-time, and your users are self-guided with our automated emails and reminder system. All user scores, progress reports, and how their time is spent are consolidated into reports available to access at any time. Certification is also automated for bookkeeping. Other key features include Content Authoring Tool, Gamification, Knowledge Checks, AI-Like Chatbot, Skills Tracking. -
4
Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
5
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. -
6
Moxo
Moxo
Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang.Starting Price: $120 per month -
7
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 -
8
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 -
9
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 -
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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 -
11
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 -
12
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 -
13
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 -
14
ClientPoint
ClientPoint
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships.Starting Price: $95.00/month/user -
15
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. -
16
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. -
17
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 -
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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 -
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SP CE
SPCE
Give the customer an overview of the complete process with meetings and tasks along the way. Show professionalism and gain trust by being transparent and prepared. Ensure progress in the sales process by assigning tasks to internal staff and the client. Monitor progress to ensure customers are still engaged. Run online meetings like never before. With predefined agendas that keep you on track and context sensitive functionality that change the experience in the meeting depending on the objective of each agenda item. Store and share documents with the client. Proposals, specs, RFPs, and even contracts for signing. Everything in one place and always up to date.Starting Price: $ 45 per month -
20
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
21
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 -
22
Hubflo
Hubflo
Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.Starting Price: $55/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
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. -
25
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 -
26
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 -
27
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 -
28
TechTorch
TechTorch
Work with your sales team or channel partners to build powerful proposals and solutions via AI that adapt to your customer needs. Partner with your customers directly on their engagement to co-create the solution that they are looking for. Share pitches, critical documents, and demos with customers in a centralized portal for smooth delivery and information management. Deliver professional services implementations leveraging AI-generated Playbooks and battle-tested methodologies. Utilize configuration surveys to understand unique customer needs and requirements. Choose a base configuration, customize it for your customer’s needs, and add relevant data and credentials. Send the access to your customers to let them try your demos, and give you feedback. -
29
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 -
30
Rocketlane
Rocketlane
Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.Starting Price: $19/month/user -
31
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 -
32
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 -
33
Folloze
Folloze
Today's digital-first buyers want more. Give them an experience they won't forget. Create dynamic digital buyer experiences in less than 30 minutes. Our no-code designer makes it easy to support any marketing campaign or program across the entire buyer journey. Leverage your existing data, content and messaging to personalize and guide buyers through their unique journeys — all at enterprise scale. Execute precise marketing-led campaigns that focuses your sellers on the right target accounts and ensures they deliver on their booking goals. Analyze target accounts with a shared view of engagement that spans every activated channel and touchpoint. Understand buyers — known or unknown — their needs and challenges, and where they are in their journey. -
34
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 -
35
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. -
36
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 -
37
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. -
38
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 -
39
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. -
40
CogniSaaS
CogniSaaS
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.Starting Price: Custom Pricing -
41
TaskRay
Bracket Labs
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.Starting Price: $19.00/month/user -
42
GuideCX
GuideCX
GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table! -
43
Clustdoc
Clust Technologies
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information. Featuring advanced document management features, you’ll be able to easily run any customer onboarding process: - Custom client portal - Onboarding checklist - Identity verification module - Shared inbox for clients and teams - Unlimited process templates - Guest access for stakeholders - Onboarding workflows - A free client management mobbile app - API access (1500+ integrations) Tired of juggling with multiple tools to manage new clients? Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.Starting Price: €100.00/month -
44
FastDox
FastDox
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.Starting Price: £40 per user -
45
EverAfter
EverAfter
You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product. -
46
Hyarchis
Hyarchis
Offer your customers an entirely digitized onboarding experience while ensuring peace of mind with a fully automated regulatory compliance solution. Use innovative technology based on Artificial Intelligence so that your customers can quickly start their customer journey. We would be happy to tell you about Document processing, Identity verification, Risk Profile Assessment, and KYC Workflow. Ensure your regulatory compliance throughout the lifecycle of your customers with a fully automated solution powered by artificial intelligence. By continuously monitoring, you effortlessly pass strict controls and contribute to a healthy financial ecosystem. In addition, our products, Risk Screening, and Customer Due Diligence make your life easier. A comprehensive, digital document management system designed for efficient onboarding, remediation, and customer file lifecycle management. The tool balances efficient, compliant, secure data management and a seamless user experience. -
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Process Street
Process Street
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.Starting Price: $25/month/user -
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Storylane
Storylane
Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.Starting Price: $50 per user per month -
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Yooba Slides
Yooba
Yooba Slides optimizes your sales process, from conception to conversion. Yooba provides your sales and marketing departments with a unified solution and full design capabilities, ensuring that all sales materials are current, clear, and centrally controlled. Download our app and receive a tour along with inspiring demos. Features: • Use images, text, PDF, Word, PowerPoint, XLS, videos and more • Share selected files as email attachments, directly from your slide • Connect your tablet to a projector and present for a large audience • Collect client interest with custom forms directly from your slides • Built in analytics and viewing patterns for presentations • Follow up on updates with email alerts • Password protect slides with documents within presentations • Link to pre-defined company web pages directly inside your slideStarting Price: $35.00/month/user -
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Uberflip
Uberflip
Marketers tend to invest heavily in identifying and attracting buyers but struggle to engage them. That engagement gap means even the best laid strategies can fall short. By focusing on the destination and increasing engagement with relevant content your buyers actually want, you can convert prospects into customers and customers into loyal advocates, faster. Automatically pull in, organize, and centralize your entire content library. Tag your content for easy discoverability across your company. Quickly launch campaigns and deploy your content easily without requiring web development or IT. Curate relevant content for any demand or ABM campaign into a destination page, in minutes and at scale. Leverage AI recommendations and dynamic personalization to encourage visitors to engage with more of your content.