Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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FuseDesk
Use FuseDesk to interact with incoming leads. Automate onboarding of new clients. Templates and workflow automation free your agents to spend time where it matters. Templates speed up and personalize your support. Populate them with merge fields from the contact record. FuseDesk connects with your favorite CRM. Infusionsoft by Keap, ActiveCampaign, and more. Ask about our powerful, simple integrations! Focus on your customers, not your software. Try FuseDesk absolutely free. No credit cards. No time limit. No obligations. You’re going to love FuseDesk, the new way to helpdesk.
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Backstory
Backstory is an AI-powered sales pipeline intelligence platform designed to help revenue teams understand deal health, manage pipelines, forecast outcomes, and improve sales execution. The platform connects with CRM, email, calendar, meeting, and other sales systems to automatically capture calls, meetings, contacts, and account activity. Its AI analyzes engagement signals, historical performance, coverage gaps, risks, and opportunities to estimate close likelihood and explain why individual deals may be progressing or slipping. Stakeholder mapping helps teams identify the people involved in an opportunity and understand where important relationships or contacts may be missing. Backstory also provides deal-specific recommendations, AI sales coaching, renewal and retention insights, forecasting, and pipeline management tools.
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TrackDrive
Trackdrive powers inbound and outbound conversations with your leads. Communicate using Telephone Calls, SMS, Emails, Integrations, and more. Powerful call analytics provide insight into conversions from online and offline sources. Measure call conversions from online and offline marketing campaigns. Track traffic sources, URL keywords, and custom tokens. Automatically schedule contact with leads. Convert leads to calls by sending SMS, emails, and placing outbound calls. Configure Call Center Agents to handle your inbound and outbound calls with consumers all from within TrackDrive. Automatically forward calls to buyers that earn you the most. Allow your buyers to compete for your calls using Real Time Bidding to increase their flow of calls. Trackdrive integrates with many third party systems. Connect your account to Zoho CRM, AWS S3, Cake, Google Adwords, HasOffers, Infusionsoft and more.
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