Alternatives to OpPlan
Compare OpPlan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OpPlan in 2026. Compare features, ratings, user reviews, pricing, and more from OpPlan competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. -
3
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
4
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
5
Jiminny
Jiminny
Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business. -
6
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
7
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 -
8
Kixie PowerCall & SMS
Kixie
Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required! -
9
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. -
10
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
11
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
12
Gong
Gong.io
Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights. -
13
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
14
SolvedBy.Ai
WorkTech Group
SolvedBy.Ai is part of the WorkTech Group, a group of leading tech companies committed to improving the workplace for employees by providing the tools their employers need for over a decade. Using true machine learning and thousands of the very latest Ai's, we offer the most advanced Ai products out there that can address and improve any of your workforce challenges. All of our products and services can integrate with your existing providers, some of our solutions include our Demand & Forecasting Ai's with more than 99% proven accuracy, utilizing our very latest Scheduling Ai to fully optimize your entire workforce in minutes, or our Retention Ai that can save your organizations thousands on onboarding costs and improve your retention rates. -
15
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
16
Numerik
Numerik
Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution. -
17
SWOTanalysis
SWOTanalysis
SWOT is the modern SWOT Analysis template & strategy platform helping over 70,000 teams to align on the right strategic goals. To perform a SWOT Analysis, look at your current strengths and weaknesses from all dimensions, such as from Sales, the Customer, Business Model, Brand, Innovation, etc. Next, look at your opportunities and threats as related to external factors such as Partnerships, New Technologies, New Laws, Economic Conditions, etc. Rank your items in order of importance and formulate a conclusion based on what you should do next as a result of your current situation. Define a purpose-driven mission and bold vision for your organization, team, project, or role. Next, analyze your current situation vs your team mission? Perform a SWOT Analysis. Next, your SWOT Analysis conclusion becomes your top 3-4 priorities you must focus on to advance your mission. Add these as your Plan objectives.Starting Price: $4.95 per month -
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CayenneApps SWOT Analysis
CayenneApps
Create the most comprehensive analysis of strengths, weaknesses, opportunities and threats. Build up your strategy, and turn the most promising ideas into workable plans. CayenneApps SWOT is used by our customers to validate their product ideas, assess their current business conditions, find new career opportunities and more. Get aid from SWOT SUMMARY and discover which features are more important than others. With the provided report you will instantly know how your Strengths influence your Opportunities, and where your weak spots are. With PROJECT SHARING you can share your analyses with anyone. Just invite a new person via email and start collaborating immediately. When you need to share your work with a broader audience, export your SWOT using PDF EXPORT. The final document will contain both your inputs and generated summary report.Starting Price: $7.99 per swot -
19
Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
20
Tubular
Tubular
Managing your sales pipeline can be tedious and at times a painful process, however Tubular, a sales tracking, collaboration, and workflow platform for sales teams, changes all that. Built on an easy to implement platform with sales tools that painlessly capture leads, while allowing your team to laser focus on closing deals. With features that include Tracking Leads from Multiple Sources, Triangulate Data, Seamless Integration Capability, Multi-user Collaboration, and much more, Tubular will make selling fun and engaging again.Starting Price: $9.00/month/user -
21
Strategy Mapper
Point N Time
Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT). -
22
Nexis Dossier
LexisNexis
Gain deeper insights into key players in your industry with access to comprehensive data on companies and executives. Nexis® Dossier helps you quickly capture critical business intelligence. Identify your competitors’ strengths, weakness, opportunities and threats with built-in SWOT analyses. Quickly generate reports, so you can spend less time gathering insights and more time acting on them. Stay on top of what’s happening across your industry, including fast access to up-to-date information on M&A activity—from initial announcement to post-merger reconciliations. Access information on 75 million executives from one convenient platform. Easily generate a prospect list based on criteria you choose, including industry codes, sales revenue, number of employees and more. Whether you’re researching competitors or preparing a pitch for a prospective client, Nexis Dossier lets you create custom company reports with financial details, analysts’ insights, and other competitive insights. -
23
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
24
Azurepath
Azurepath
Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.Starting Price: $14.95/month/user -
25
ASPEC
SalesWays
ASPEC is the Getting Things Done of sales. Put all opportunities into ASPEC as you find them. ASPEC creates the sales specific cycle and sets the three fundamental skill phases.ASPEC values each opportunity by calculating the probability of winning. A unique and simple algorithm based on success of a win and the risks involved in the sales not going to completion. Accurate, consistent, and minimal user input. Using the probability of winning and the the time left to complete the sale, ASPEC automatically prioritizes every opportunity in your pipeline and keeps it up-to-date in real-time. Now you can confidently “work” the ASPEC prioritized list, knowing that you are not wasting time on bad deals, or working sure bets too early. ASPEC Expert Analysis checks the salesperson’s understanding and activity based on the specific environment for every opportunity and offers coaching and guidance on the best strategies to use. -
26
SalesKen
SalesKen
Salesken helps companies realize the benefits of the “Science of Sales”. See which leads are likely to convert based on actual customer conversations. Real-time cues contextual cues for your sales team to close every deal. Ensure that every salesperson follows your winning playbook. Insights into what your team is doing well and where they could improve. Leverage real-time cues during your conversations. Utilize analytics and diagnostics to improve every day. Get an X-Ray of your pipeline based on actual customer conversations. Real time talking points for reps in conversations and advanced analytics post-call. Affordable price plans, pay as you go and integrates with all your favorite tools. -
27
Forecastio
Forecastio
Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.Starting Price: $149 per month -
28
Vainu
Vainu.io
Get the most in-depth information on Nordic and Dutch companies in your CRM. Get alerts, trigger actions and more. Vainu collects raw data from millions of public and private sources and unifies it to provide company information that is in-depth, reliable and actionable. Vainu also provides the latest news on companies and identifies the ones likely to become your customers. Vainu connects with the tools used by sales and marketing teams and automates the tasks they do manually. It also enables them to be more strategic and get better results by providing the right data in the right place. With the right company information powering the entire business, increase conversions and close more business. Enrich your records with complete company information. Use this as a base for sophisticated lead scoring, strategy and more. Keep your pipeline full with ideal prospects. Monitor target accounts for sales opportunities. Save time and energy by avoiding manual data entry. -
29
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
30
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 -
31
Billomat
Billomat
When it’s time to scale a business, many business owners decide to seek funding from investors. This means preparing an engaging, clear presentation on your business strategy, or what is often referred to as a pitch deck. A good pitch deck will help your investors understand why they should invest in your company, and how you expect to make a return on their investment. Below, you’ll find more detail about what’s in a pitch deck, and how to fine-tune it so it hits the perfect note with investors. Anyone planning to sail across the ocean would take a close look at both their ship and the weather forecast. When you’re planning a big business move, it’s important to take a look at both the structure of your business and the larger market you’re in—enter the SWOT analysis. SWOT stands for Strengths, Weaknesses, Opportunities, and Threats, and it’s a way of summarizing your biggest internal and external risks and advantages all on one page.Starting Price: €8 per user per month -
32
Akoonu
Akoonu
Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity. Immediately increase productivity for everyone with intuitive pipeline views, roll-ups, and status indicators on opportunities. Natively developed on the Salesforce Lightning Platform for full data security, rapid deployment, and seamless integration with business processes. Quickly see how deals have flowed into and out of your pipeline, including new deals, wins, losses pushes, and more. Summary calculations show the change in total value, with all the underlying data that adds up to the net result. Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks. Use visual cues alongside numeric values to weigh pipeline risk across deal factors including a number of deals, deal values, status, and timing. Review key data for individual deals to gain deal context and spot areas of concern.Starting Price: $20 per month -
33
Plan2Win
Plan2Win Software
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. -
34
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
35
Pigment
Pigment
Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time. -
36
Owlytics.ai
Owlytics.ai
Owlytics.ai is an AI-powered market research and business analysis platform that transforms complex strategic analysis into actionable insights — in minutes, not months. With 38+ specialized modules covering everything from TAM Analysis and Competitive Intelligence to Customer Personas, Financial Modeling, SWOT-Porter, Go-to-Market Strategy, and more, Owlytics gives founders, investors, and business leaders the data they need to make confident decisions.Starting Price: $0/month/user -
37
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
38
Ring.io
Ring.io
The sales telephony platform that will turbo-boost your team results. Ring.io’s dialer helps sales teams make more calls, set more meetings, and close more deals. Unleash your reps’ full potential by automating their phone prospecting tasks. Easily route incoming calls to the most appropriate person in your team, using data from your CRM, no matter the call volume. Never drop a warm lead or valuable customer. Increase call connections, improve rep performance, and optimize every dial for better results with powerful coaching and training tools. Ring.io Pay is the fastest way to accept credit card payments over the phone while staying PCI compliant. Make more sales, collections or donations. It’s easy to get set up with Ring.io! You’ll be calling from your CRM in minutes with absolutely nothing to configure, and smart defaults for most things you may like to customize. Most dialers suck and are infuriating to use.Starting Price: $69/user/month -
39
QVANTUM
QVANTUM
QVANTUM is an advanced cloud-based operational planning platform that enables businesses to streamline their financial, workforce, and sales planning processes. It integrates seamlessly with existing ERP, BI, and HR systems, allowing departments to collaborate effectively on a unified platform. QVANTUM offers powerful tools for predictive forecasting, cost center management, and ESG reporting, providing real-time data insights to support decision-making. The platform eliminates the need for Excel by offering customizable templates, automated workflows, and precise rights management to ensure compliance and data protection. Its intuitive interface, modeled after Excel, minimizes the need for training, while its scalable architecture adapts to growing business needs. Compliance is based on the precise assignment of rights and automatic backups. Connection to all common ERP, BI, and HR systems.Starting Price: €49 per month -
40
IdeaFloat
IdeaFloat
IdeaFloat is an AI-powered business planning platform that streamlines the process of transforming business ideas into profitable ventures. It offers a suite of tools designed to assist entrepreneurs, business owners, and consultants in rapidly validating and articulating their concepts. Key features include a business summary generator for concise overviews, a business name generator with domain availability checks, and a market size assessment tool that evaluates potential sales value within seconds, eliminating weeks of research. The platform also provides customer profiling to delve into potential customer's pain points, a unique value proposition generator for crafting compelling taglines, and a SWOT analysis generator to evaluate internal strengths and weaknesses alongside external opportunities and threats. Additionally, IdeaFloat offers a competitor analysis generator, a pricing analyzer to optimize pricing strategies, and a startup cost analyzer for estimating expenses.Starting Price: $20 per month -
41
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
42
ClinchPad
Clinchpad Technologies
Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.Starting Price: $9 per user per month -
43
Razpo
Razpo
Razpo is a Sales Performance Management App that is simple and easy to use client and goal manager for sales teams. - Envision, Track and Achieve your Sales Goals - Manage Deals and Clients - Follow Sales Team Members - Stay on Top of the Leaderboards -
44
Osum
Osum
Get instant access to detailed research, SWOT analysis, buyer personas, growth opportunities, and more for any product or business at the push of a button, so that you can focus more on strategy and execution. Diving deep into synthesizing every aspect of business product research from design to utility and analyzing consumer reactions can facilitate the crafting of effective actionable strategies that DemandGen found could lead to a 175% increase in revenue, a 10% increase in leads, and a 72% faster lead conversion. Uncover the demographics, personality types, and professional interests of your target audience, a methodology which, according to ITSMA, led 90% of companies simulating customers to achieve a more precise understanding of their ideal buyer profiles.Starting Price: $134.99 per month -
45
Vymo
Vymo
Capture rich contextual data from sales activities automatically, so your teams can focus on customer interactions. Learn from the best performers in your own organization and abstract best behaviors to coach the rest. Predict ‘next best actions’ in the moment so your sales people can get management support to close more deals. Vymo is a team of people who are passionate about transforming the global sales engagement landscape. What our founders set out to build in 2013, has grown into the fastest-growing sales engagement platform in the world! And our zeal has multiplied 200 times, because we’re now 400+ and growing. We’re a diverse mix; strategists, ideators, enablers, hustlers – and we’re here to win together. Vymo is a sales engagement platform for global enterprises. We help drive revenue outcomes for our customers by capturing rich contextual data and generating intelligent, actionable insights for salespersons to close more opportunities and managers.Starting Price: $10 per month -
46
Kepion
Kepion
Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software. -
47
BenchmarkONE
BenchmarkONE
Make every relationship count and make the most out of every opportunity with BenchmarkONE (formerly Hatchbuck). BenchmarkONE is an all-in-one sales and marketing software for small businesses that combines CRM, email marketing, and marketing automation tools. With BenchmarkONE, growing businesses can easily keep tabs on prospects and customers, automate followup, and track success of campaigns with ease.Starting Price: Free -
48
Abacum
Abacum
Abacum is an AI-native FP&A platform designed to help finance teams manage planning, forecasting, and reporting in one unified system. It enables organizations to adapt quickly to changing business conditions by keeping data, models, and insights aligned in real time. The platform eliminates common challenges such as disconnected data sources, outdated models, and slow reporting processes. With built-in AI capabilities, Abacum automates tasks like data cleaning, anomaly detection, and forecasting. It allows teams to build and update financial models without relying on technical specialists or lengthy implementation cycles. Abacum also enhances collaboration by enabling continuous planning and shared visibility across teams. By simplifying financial workflows, it empowers finance professionals to focus on strategic decision-making rather than manual processes. -
49
Prophix
Prophix Software
Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes. -
50
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.
