Alternatives to Morning Tally
Compare Morning Tally alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Morning Tally in 2026. Compare features, ratings, user reviews, pricing, and more from Morning Tally competitors and alternatives in order to make an informed decision for your business.
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1
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
2
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
3
Repfabric
Repfabric
Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business. -
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
Perenso Cloud Show
Perenso
Perenso's virtual trade show platform allows distribution companies to host an online event with complex ordering capabilities. Perenso Cloud Show makes complex ordering easy and enables you to reach a larger audience, grow your revenue, and protect your investment. Features include: -complex ordering made simple -customizable lobbies -live chat between all attendees -brandable vendor booths -viewing and sharing vendor content -auto-calculated deals and discounts -negotiating live at-show -reporting & analytics Utilize Perenso Cloud Show as an online only event, or in conjunction with a live trade show (with the Perenso Trade Show platform) to provide a hybrid event solution. -
6
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
7
Backstory
Backstory (People.ai)
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.Starting Price: $50 per user per month -
8
TextBack
GoTextBack
TextBack helps phone-driven local businesses respond to missed, busy, and after-hours calls with automatic text messages and a shared inbox. Callers can continue a two-way conversation, request a callback, ask for a quote and submit photos, or request an appointment from available calendar slots. The service supports English and Spanish conversations, AI-drafted replies that a business approves before sending, follow-up messages, quote and appointment reminders, and review requests after completed jobs. Businesses can also use an included website, lead-form inbox, and optional directory listing. TextBack provides weekly activity reports and emergency-message alerts for trades such as HVAC, plumbing, electrical, roofing, and other local service businesses.Starting Price: $49/month -
9
Automization AI Receptionist
Automization
Automization AI Receptionist is a managed AI answering service for trades and local businesses that miss incoming enquiries. It answers business phone calls and website chats day and night, books jobs into a calendar or CRM, and sends text alerts about new leads. Automization sets it up, trains it on business information, and reviews calls to refine its responses. The 24/7 front-desk plan covers calls and chats around the clock; the after-hours plan covers evenings, weekends, and overflow. Through January 31, 2027, the after-hours plan is $249/month with no setup fee. New 24/7 customers who start by January 31, 2027 pay $399/month with no setup fee and keep that rate for 12 months. Starting February 1, 2027, the after-hours plan is $299/month plus a $499 setup fee, and the 24/7 plan is $499/month plus a $999 setup fee. Both plans are month-to-month with no contract. If the receptionist does not work as agreed during its first 30 days, Automization fixes it at no extra charge.Starting Price: $249/month -
10
Torch CRM
Torch Automation
Torch CRM is a customer relationship management system for manufacturers' representatives, rep agencies, and other B2B sales teams that sell through quotes. It brings accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into one workspace. Teams can track pipelines by territory and principal, create quote PDFs, follow up on quotes, manage activities and tasks, import commission statements, and report on sales and payouts. Ginger, a voice assistant, transcribes calls and drafts CRM updates for review. The web application includes Outlook and Quickbase integrations, private API access, role-based access, multi-factor authentication, an audit log, and data export. A companion iPhone app supports field access to accounts, contacts, quotes, tasks, and sales data. A 30-day money-back guarantee is offered, and Torch Automation can develop custom features.Starting Price: $75/user/month -
11
ServicePros Hub
ServicePros Hub
ServicePros Hub is field service management software for small home-service businesses and 1–3 person crews. It runs the whole job from request to paid: estimates and quotes customers accept on their phone, scheduling and dispatch on a route-aware calendar, job tracking, invoicing, and card payments. Each morning it ranks who to call first and flags invoices at risk, so nothing slips. Built for the trades: HVAC, plumbing, electrical, lawn care and landscaping, cleaning, pressure washing, handyman, roofing, pest control, pool service, and tree service. Features include customer management (CRM), online booking, quote and estimate templates, automatic payment reminders, recurring jobs, and a mobile app for the field. Flat pricing: $33 a month for up to 10 users, with a 30-day free trial. No per-user fees, no add-on charges. field service management, scheduling, dispatch, invoicing, quotes, estimates, home services, plumbing, electrical, lawn care, cleaning, pressure washingStarting Price: $33/month, up to 10 users -
12
Asmi
Asmi
Asmi is an AI that makes real phone calls in the physical world for you. The screen era is over, every morning, Asmi calls, you just talk, and it handles the rest. Calls, IVRs, hold queues, negotiation, and real-world coordination all happen through the same assistant, turning everyday errands into completed tasks instead of another app to manage. Asmi can call a doctor’s office and get someone on the primary care waitlist, gather HVAC quotes and book the option that fits, check in on family in another country, log important details, and help with the kinds of chores that usually require waiting, explaining, confirming, and following up by phone. From plumbers to prescriptions, Asmi is designed for everything that needs a phone call: booking a dentist, disputing a charge, calling a plumber, checking on Mom, canceling a subscription, arranging moving quotes, refilling a prescription, booking a salon, handling an insurance claim, calling about a phone bill, finding an electrician, etc. -
13
ProLine
ProLine
ProLine is the roofing CRM that sells more jobs, built for roofers who want to dominate their market and still make it home for dinner. It brings engagement, quoting, selling, project management, communication, billing, payments, calendar, reporting, and review generation into one simple software experience made specifically for residential roofing teams. Every ProLine feature answers what do roofers need to close more sales, save time, and get more reviews. Users can customize, review, send, and collect signatures for roof quotes from the same software, choose from ready-to-go templates, build branded quotes, upload price lists, and send quotes from the phone so jobs keep moving. ProLine is built around communication first, letting teams call, text, and email leads from inside the CRM with dedicated business phone numbers, call recording, voicemail, email tracking, automated text and email sequences, and project-level communication history.Starting Price: $497 per month -
14
Gryphon ONE
Gryphon.ai
You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.Starting Price: $50 per user per month -
15
Naoma
Naoma
Naoma is an AI-powered sales analytics platform designed to enhance revenue growth by providing a comprehensive dashboard, call scoring, transcripts, summaries, and coaching insights. It serves as a sales control panel where users can monitor revenue progress, leads, deals, conversions, and other key metrics. Naoma evaluates up to 100% of sales calls, analyzing each interaction and offering real-time recommendations for improvement. It automatically identifies customer objections and competitor mentions from dialogues, enabling users to adjust scripts and address them more effectively. With AI coaching, Naoma pinpoints sales team strengths and areas for growth, delivering actionable feedback for easy implementation. Trained on over 500,000 minutes of labeled sales calls with input from leading sales professionals, Naoma offers a fine-tuned AI model for sales.Starting Price: $69 per month -
16
Perenso Trade Show
Perenso
Increase event success with Perenso's all-in-one event software solution which specializes in complex B2B ordering requirements. Covering pre-show, at-show and post-show requirements, Perenso Trade Show features enable more effective event marketing, reduced administration burden, easier live show sales, and better show intelligence. Combine with Perenso Cloud Show, a virtual trade show platform, to reach more customers, grow your revenue, and protect your business. Features include event registration, ordering, mobile event app, lead capture, content management & sharing, vendor negotiations, integrations, and reporting & analytics. Whether it's an in-person event, a virtual trade show, or a hybrid event - we've got you covered. -
17
FN2
FN2
FN2 is an autonomous stock decision engine. Instead of you running the same research loop every morning, FN2 dispatches AI agents that watch the markets, do the deep research on a schedule, and deliver the answer to your Inbox, Phone, or Discord. Describe what you want to track in natural language: A ticker, a sector, a thesis, or a question like "alert me when NVDA's guidance changes" or pick a pre-built agent. FN2 turns it into an autonomous research agent that runs on your schedule: before the open, right after earnings, or weekly. Each agent reads earnings-call transcripts, pulls FRED macro data, screens tickers, builds charts, and reasons over all of it — then delivers a decision-ready brief, not a pile of raw data. No tabs, no screeners, no manual morning research. Built for serious individual investors and analysts who are drowning in tabs, transcripts, and screeners doing the same work by hand every day.Starting Price: $30/month -
18
Hexvan
ACL Software BV
Hexvan is a browser-based job management app for independent tradespeople and small trade businesses, including plumbers, electricians, heating engineers, roofers, carpenters and decorators. It organizes daily jobs and reminders in a time-ordered agenda with a map and one-tap directions, and keeps customers, suppliers and subcontractors in a shared address book with visit, quote, invoice and receipt histories. Users can prepare quotes on site, capture signatures on a phone or through a customer link, convert accepted quotes to invoices, track overdue invoices, issue credit notes and photograph receipts. Period-based exports package sales, taxes, expenses and receipt images for an accountant. Hexvan also generates an editable one-page business website and includes a free local trades-directory listing with no lead fees. It runs in a browser on phones, tablets and computers, with shared team access.Starting Price: £15/month -
19
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
20
revVana
revVana
The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas. -
21
Outreach Commit
Outreach
Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment. -
22
Vertify
Vertify
Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better. Create a faster time to revenue. Stop using 5+ different revenue applications to build reports. The fact of the matter is you’re not looking at the complete picture. You’re killing productivity and revenue. Vertify RevConnect is a no-code solution that can seamlessly connect any system and give you complete control over data standardization and data flow. Teams are aligned and collaborating to identify the best opportunities to drive faster time to revenue through smart marketing and targeted sales.Starting Price: $460 per month -
23
Collective[i]
Collective[i]
Collective[i]’s mission is to help companies and B2B sales professionals around the world predictably manage and grow revenue. Collective[i] hosts a suite of applications that deliver insights to B2B sales teams and Intelligence.com, a global network for sales professionals. Collective[i] is a pioneer in the future of work movement that combines machine learning/artificial intelligence and massive data sets captured via cloud computing in order to improve productivity and grow revenue. Collective[i] solves the greatest challenge plaguing every company in the world, namely how to maximize revenue and specifically where revenue is coming from, when it will it be realized and will monthly, quarterly and annual goals be met. Collective[i] uses AI and a crowdsourced network of B2B sales professionals to allow users to better understand their buyers true intent to buy. -
24
Roof Quotes
Roof Quotes
Compare quotes from top local roofing companies. Roof Quotes is an online platform designed to simplify and streamline the process of getting reliable roofing services for homeowners and property managers. By partnering with a network of vetted, licensed roofing professionals, Roof Quotes removes the guesswork from finding the right contractor—saving customers hours of research and countless phone calls. With our easy-to-use interface, users simply provide basic information about their roofing needs, then receive multiple, competitive quotes from trusted pros in their area. As a result, Roof Quotes ensures homeowners can make confident, informed decisions about their roofing projects while contractors benefit from more qualified leads, creating a win-win solution for everyone involved. -
25
Aviso
Aviso
Aviso is an AI-powered revenue intelligence and sales execution platform that helps businesses improve forecasting, manage sales pipelines, and automate go-to-market workflows. The platform combines predictive analytics, conversation intelligence, relationship intelligence, and deal management within a centralized revenue operating system. Its machine learning models analyze CRM records, customer interactions, and historical sales data to predict deal outcomes and identify revenue risks. Aviso provides AI agents that automate prospect engagement, lead qualification, sales coaching, follow-ups, and other revenue operations activities. Its no-code GTM Agent Studio enables organizations to create and deploy customized AI agents and workflows without extensive programming. The platform integrates with Salesforce, Microsoft Dynamics, and other business applications to provide sales teams with actionable insights, automated recommendations, and centralized revenue visibility. -
26
Clickbase BI
Clickbase
ClickBase empowers your people to make better desisions. Challenges and opportunities come at you quickly and they are rarely the same ones you faced yesterday. With ClickBase business intelligence, be ready for whatever the competition, your customers or the economy throws at you. With ClickBase you can easily analyze your month-to-month or even day-to-day sales comparisons to any level of detail and between any elements of your business. You can know exactly where expenses are being spent, by whom and when for accurate allocations across monthly departmental reports. You can track current inventory levels, orders pending and sales trends by individual sales rep or by specific geography or by SKU. You can easily find that error causing your trial balance to be off. This edition of ClickBase does not have any predefined reports. You can use it to connect to any data source and create your reports and perform other data analysis functions.Starting Price: $9,000 one-time payment -
27
Wenly
Wenly
Wenly is a cloud-based AI receptionist and phone-answering service for small service businesses. It answers calls forwarded from a business number using business-provided service, pricing and service-area information, distinguishes urgent calls from routine inquiries, transfers emergencies to an on-call number, and filters spam and sales calls. After calls, it emails caller details, a summary, transcript and recording. The service is intended for HVAC, plumbing, electrical, roofing, garage door, towing, locksmith and real estate businesses that handle customer inquiries by phone. Plans include call-minute allowances; calendar booking is available on Starter and higher plans. Wenly also provides weekly reports and a website chat widget, while the Managed plan includes human lead review. Businesses can keep their existing phone number, and callers are told calls are answered automatically and may be recorded.Starting Price: $29/month -
28
SalesStatsVisualize
SalesStatsVisualize
SalesStatsVisualize is a powerful web application designed to simplify and enhance the sales data analysis experience for Etsy shop owners. This tool addresses the common challenges of managing and interpreting sales data, providing a user-friendly interface and comprehensive insights. The platform allows Etsy seller to stop wrestling with spreadsheets and analyze their sales and orders data interactively by simply connecting their Etsy shop. Key Features: 1. Interactive Sales Data Analysis 2. Monthly Financial Reports 3. Clear Visualization 4. Sales and Expense Tracking 5. Inventory Management 6. Customer Insights 7. Keywords research tool 8. Spy on the competition SalesStatsVisualize empowers Etsy shop owners with the tools they need to manage their businesses more effectively, offering deep insights and actionable data to drive growth and success.Starting Price: $10.58/month -
29
BoostUp
BoostUp.ai
Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management -
30
HaloDesk
HaloDesk
HaloDesk is an AI receptionist service for independent dental practices and med spas in Manhattan and Brooklyn. Practices forward their existing phone line to HaloDesk after hours and on weekends. It answers callers in the practice’s name, provides approved details such as hours and location, and captures appointment or consultation requests and urgent calls. HaloDesk does not book appointments directly or provide clinical advice; practice staff review requests and confirm them. A morning email summarizes calls at 7:00 AM. The service is configured during a remote kickoff and managed for the practice, with no on-site software installation. It answers calls in English; Spanish-speaking callers can request a callback from the practice’s team. Med spa service is available on request.Starting Price: $1,999/month -
31
Fullcast Revenue Intelligence
Fullcast
Fullcast Revenue Intelligence is a powerful revenue platform designed to help go-to-market teams improve sales performance and forecast accuracy. It combines revenue, relationship, and conversation intelligence into one unified system. The platform integrates seamlessly with existing CRM and sales tools, eliminating data silos and extra logins. It enables teams to identify pipeline risks, manage deals more effectively, and make smarter decisions. Fullcast Revenue Intelligence helps organizations boost quota attainment and gain clearer visibility into their sales pipeline.Starting Price: $30 per user per month -
32
ORM Technologies
ORM Technologies
ORM Technologies is a prescriptive revenue analytics platform for B2B SaaS companies, built for the teams that own the number: sales, marketing, finance, and revenue operations. The problem ORM solves is not that companies lack data. It is that every function plans against a different version of it. CRM credits one source. Marketing automation credits another. ERP records what actually booked. Nobody owns the definition of a renewal. So the forecast, the attribution model, and the board report disagree, and the quarter gets spent arguing about whose number is right instead of what to do about it. Sales asks what is coming. Marketing asks what is working. Finance asks whether the plan can be defended. ORM answers all three off the same underlying numbers. The answer is a decision, not a report. Dallas, Texas. SOC 2 Type II. Founded by John Ryan, operated by Pete Furseth. -
33
IQ
WinMetrics
WinMetrics®/IQ is a product configurator and sales quote web application. If your sales channel generates 1,000 quotes per year for configured products, IQ can pay for itself in its first year and provide over 200% ROI in 2 years. Jupiter Systems, the display wall technology company (more), wanted a faster, easier way to communicate product configuration and pricing to its direct sales reps and world-wide network of dealers. To satisfy Jupiter's requirements, we developed the Jupiter Online Quotes System (JOQS). JOQS enables Jupiter sales reps and dealers to configure a display wall controller and get a sales quote in seconds via the Internet. Since January 2002, JOQS has generated over 70,000 sales quotes for over 500 users. With Jupiter's blessing, we generalized the JOQS code to create the product we call WinMetrics® IQTM, for Internet Quotes. To follow is the IQ Product Description. -
34
Call Welcome
Call Welcome
Call Welcome is a cloud-based AI phone receptionist for Canadian home-service trades. It answers calls forwarded from an existing business number. The receptionist tells callers it is AI and that the call is transcribed, answers business-defined questions about hours, service area and services, and collects the caller's name, callback number, address, job details, urgency and preferred callback time. Messages are texted to the business and saved in an online inbox with a transcript. Businesses can define emergency conditions for routing calls to the owner's phone, choose whether the service answers outside business hours, and have sales calls declined. Use cases include plumbing, electrical, heating and cooling, roofing, garage doors, painting, tile, paving, landscaping, pools and home cleaning. Plans include monthly call-minute allowances, with per-minute overage or voicemail options when the allowance is used.Starting Price: $99 CAD per month -
35
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
36
Alphalyr
Alphalyr
Alphalyr is a next-generation BI platform. It contains everything you need to build and scale the perfect collaborative sales reporting system in record time. Unlike other solutions, Alphalyr is not just a data visualization toolbox. It comprises 7 layers that work together to analyse your 360° sales data and to align your business operations. Alphalyr connects to all your offline and digital data sources so you can understand what is happening in your sales funnel in real time. We filter and collect only the data points that matters for sales analysis based on the level of detail, the frequency and changepoints relevant to each business user or sales reporting use case. Channel and geographical splits are consistent by design. Alphalyr converges and maintains all your sales-related data in a consistent, meaningful, and accessible structure. The Alphalyr data store is optimized for online-offline sales analysis and reporting. -
37
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: Free -
38
Kluster
Kluster
If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function. -
39
Avantgarde Fieldsales
Avaga Holding AS
Avantgarde Fieldsales is a field-sales workspace for teams that visit prospective and existing customers in person. Reps can import address lists, view assigned locations, organize territories, plan daily visits, record outcomes and schedule follow-ups on customer records. The system supports preparing quotes, tracking responses, capturing customer signatures on screen and linking orders to addresses. Team leads can review visits, quotes, sales and commissions by representative, manage user roles and territory assignments, and export payroll data. It is designed for businesses that sell through in-person visits, including door-to-door service sales. A sample-data demo is available without an account; routine use requires company registration and access. The mobile app is listed for iPhone and iPad, and product information describes map-based navigation. Some features depend on region and company configuration. -
40
Slarivo Leads
Slarivo
Slarivo Leads is a web-based workspace for teams managing enquiries and follow-ups. Each lead can have an owner, notes, samples, quotes, pipeline stage and planned next step. Shared lead lists and a team agenda help people review upcoming follow-ups and keep ownership clear. Teams can record outcomes and follow enquiries from new to closed. Calls and WhatsApp actions open external applications; Slarivo does not automatically send outreach or confirm message delivery. Optional MCP connections let compatible AI assistants access lead information with the permissions granted to that connection. The public demo uses fictional records and requires no sign-in. Core access is currently free, subject to fair-use limits. -
41
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. -
42
Xactly
Xactly
Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. -
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OneInsight
OneInsight
OneInsight is built to deliver the richness of customer data created with Marketo into any sales environment, thereby opening up true marketing & sales integration for any Marketo-powered organization. OneInsight delivers complex information through a simple UI. Letting your sales team immediately identify the best-qualified customers – saving precious time. Built to deliver the full potential of Marketo to sales and truly unlock marketing & sales alignment in organizations — all done at the speeds necessary to make decisions in step with your customers. If information alone is not enough to close a deal OneInsight provides your Sales team with the possibility to reach out directly to your customers. OneInsight leverages Marketo’s Best Bets to identify exactly those people who will give your sales team the best chances of creating revenue.Starting Price: $30 for 5 seats per month -
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MSPCFO
MSPCFO
Your business and its client relationships are dynamic. You may not have the ability to see the specific areas of financial inefficiencies and lost revenue opportunities without dedicating hours of number crunching to generate static spreadsheet. MSPCFO gives you the granular data you need to see exactly which of your agreements, engineers and clients are profitable, and which ones are lowering your profitability every month. Our business intelligence platform with over 50 real-time reports gives you the power to identify, diagnose and track drivers of revenue and drags on profitability. The information you need to increase revenue is locked in your PSA. Unleash it today. MSPCFO provides you the granular data you need to identify which of your agreements, engineers and clients are profitable; and which ones are lowering your earnings each month.Starting Price: $175 per 3 users per month -
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Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
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Zilliant
Zilliant
We help our customers reimagine how to address B2B pricing and sales challenges with smarter pricing software and better data science, built on the industry’s only cloud-native platform. We have decades of experience building tailored solutions across a broad range of B2B industries. Cost volatility. Complex pricing structures. Cumbersome processes. Reimagine your pricing approach. Thousands of customers, products and commercial decisions. Reimagine pricing and sales enablement. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS sales and pricing software and cloud-native Platform allow businesses to rapidly respond to changing business dynamics, address the most significant sources of margin and revenue leakage, and more effectively execute pricing and sales strategies. -
47
Revvy
Revvy
Understand cadences' performance and track your team activities. See leads, contacts, accounts, events, opportunities, cases, and campaigns. Learning new apps, and their custom business logic in each company is a pain for anyone who's not in Sales Ops, resulting in data remaining locked inside these apps. Our goal is help Sales teams be on top of their game by accessing relevant sales data easily and fast, instead of relying on Sales Ops to pull reports & KPIs for them. While Revvy is used mainly to show salesforce and other applications' data, you definitely do not need a salesforce license to generate or view reports via Revvy. Revvy is free to use and allows you to share salesforce-based data with anyone regardless of whether they have a seat or not. BI systems were designed to perform heavy lookups and data queries for analysis. Revvy is focused more on operational insights.Starting Price: $25 per user per month -
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QFlow.ai
QFlow.ai
The machine learning platform that unifies data, orchestrates intelligent behavior across revenue-generating teams, and delivers out-of-the-box attribution & actionable analytics. QFlow.ai processes the gigabytes of data that your Salesforce.com instance is collecting in its activity table. We normalize, trend, and analyze sales effort to help you generate more opportunities and win more deals. QFlow.ai uses data engineering to break down outbound activity reporting based on a crucial factor: whether or not they were productive. It also automatically surfaces critical metrics like average days from first activity to opp creation and average days from opp creation to close. Sales Effort data can be filtered by team or by an individual to understand sales activity, and productivity trends over time.Starting Price: $699 per month -
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QuotePitch
QuotePitch
QuotePitch puts an instant roof quote on a roofing company's website. A homeowner enters their address and confirms their house; QuotePitch measures the roof from aerial imagery (area, pitch, facets) and shows a price range built from the contractor's own materials and price per square. The price appears after the homeowner enters their name, email and phone, so every quote becomes a lead. The contractor gets an instant email with the roof measurements and a branded PDF estimate, and every lead is saved in the QuotePitch dashboard. Install is one line of HTML on WordPress, Wix, Squarespace or any site, as an inline tool or a floating button. Key features: address-to-quote in under a minute; aerial roof measurement; contractor-set materials and pricing; lead capture before the price is shown; instant lead alerts; branded PDF reports; leads dashboard. $99/month flat, month-to-month, with a 10-day free trial and no setup or per-lead fees.Starting Price: $99/month -
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aiQuote
aiQuote
aiQuote is an AI-powered answering service designed to help businesses answer calls instantly, capture customer details, and generate quotes without manual phone work. The platform handles incoming calls 24/7 so companies can avoid missed opportunities outside normal business hours. aiQuote collects caller information, filters spam, manages multiple calls at once, and syncs customer inquiries with CRM systems. It can generate custom quotes based on predefined pricing rules and caller inputs, then send follow-ups through SMS and email. The service helps businesses reduce reliance on employees for phone answering while giving customers faster responses and clearer next steps. aiQuote is built to help companies save time, increase lead capture, improve quote speed, and focus more on growth.Starting Price: $200/month/location
