OpPlan Alternatives

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.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM 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 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 CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Jiminny helps teams improve performance and maximize revenue through conversation intelligence. Jiminny records, transcribes and analyzes conversations, giving you valuable go-to-market insights and full visibility into every deal. Every customer conversation is critical to the success of your business and the revenue you can achieve. Because deals are won or lost in individual moments. It’s more than just call recording. Harness customer interactions with AI to generate actionable insights on what is and isn’t happening. And see your business targets become a reality.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

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.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more 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. 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. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for user-friendliness and affordability.

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.

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.

Kixie is the sales engagement platform that boosts sales team performance with reliable, easily-automated calling and texting for HubSpot, Salesforce, Zoho, Pipedrive, and other leading CRMs. Supercharge your CRM with Kixie to get an automated sales machine with intelligent autodialing, seamless CRM integration, and Enterprise phone service. Start making calls in 3 minutes with no hardware and a 100% free trial. No credit card needed. Enterprise outbound sales acceleration platform with a powerful 10-line power dialer, 2-way messaging, local presence, voicemail drops and more. Perfect for outbound call centers, inside sales, telemarketing, fundraising, and appointment scheduling businesses.

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.

Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.

The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.

Get powerful visibility into your customer interactions with revenue intelligence. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your best reps do. Transform your team into quota-shattering super sellers. Stop deals from stalling. Keep every deal on a path to close. Solidify next steps every time. Hear the unfiltered voice of your market. Guarantee success when rolling out new initiatives. Clone your most successful sellers. Pull back the curtain on what separates your best reps from the rest, according to data. Turn your average sellers into stars. Gong captures and analyzes frontline interactions so you can make data-backed decisions that propel revenue growth. Gong’s Reality Platform captures what’s going on with your customers and team, delivering insights and guidance so you can adapt, upskill, and hit your targets.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

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.

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 Guide

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.

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.

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.

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.

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.

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.

Increase the success of your sales teams with Chorus.ai, a conversation intelligence platform. Chorus.ai provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus.ai 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.

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.

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.

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.

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.

Create sales superstars through standardized pitches, live coaching, and real-time actionable intelligence over video. Make an informed virtual assessment of leads to save demos for only serious, qualified buyers. Listen in to demos done by seniors to similar buyers and learn tips & tricks to pitch effectively. Upload the flow & material for presentation on the meeting platform beforehand. Arm teams with a mix of AI and human help to tackle any difficult buyer conversations. Understand non verbal cues on the fly and tune sales pitch to remain relevant and impactful. Automate all possible non selling tasks to gain freedom to sell more and better in every meeting. Analyze strengths & weaknesses of sales teams members and identify coaching opportunities. Earmark next steps around training sales teams or changing sales strategies to win more demos.

Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo.

Brined in 2020, Pickle set out to build a platform that helps companies of any size understand their customer conversations and strengthen their relationships. Pickle transcribes any audio format into text with high fidelity, provides a search database to quickly find any call, then the conversation is analyzed and summarized for easy comprehension. Optimize sales performance and customer experiences with your best conversations. Powered by artificial intelligence, Pickle helps refine your sales process by uncovering blind spots and transforming conversations into actionable insights. We tell you how to duplicate your best reps to create an army of superhuman sales and customer experience pros. To learn more about Pickle, please visit www.pickleai.com

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.

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.

Bonjour is videoconferencing designed for sales professionals with built-in sales intelligence to set up the foundations for your team's growth. Notes, screen sharing, prospect engagement: Bonjour is your secret weapon to close more deals. Objection handling, use cases, feature sets: create your playbook and replicate best practices across your team. Analyze your team's conversations with cherry-picked snippets from call recordings and transcripts. Onboard new reps and train team members with recordings from your first-rate, real-life conversations. No manual entry: automatically keep your CRM updated with notes, transcripts, and call data. No downloads, no login: let your future customers connect with you instantly.

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

SalesNOW by Interchange Solutions helps your business find a synergistic balance between team members and their sales workflow, with the user of an award-winning mobile CRM solution. Built to be robust, easy to use, and the most affordable customer relationship management and sales force automation solution. SalesNOW allows sales teams, management, and executives to manage all aspects of the sales cycle including contact management, company tracking, lead management, deal management, case management, activity, and sales reporting. Highly mobile individuals can access all customer and prospect data, track contacts, companies, leads, deals, events, and e-mail all from a single platform.

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.

Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.

Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.

Lead Forensics is software for turbo-charged lead generation. Identify sales leads you never knew you had and accelerate your marketing ROI. Imagine if you could take control of your lead generation activity and convert ready-to-buy prospects, before your competitors even get close? Lead Forensics is the software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. Leverage Lead Forensics as an additional data source. Instantly access names, job titles and email addresses of key contacts that match your target profile, from businesses that have been visiting your site. Forget waiting for the phone to ring or a website conversion. Lead Forensics lets you own your lead generation activity by uncovering the identity of your unconverted website visitors, delivering them to you via your Visitor List.

Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere.

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.

MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required.

Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.

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.

RevSure.AI’s Sales Pipeline Readiness Platform helps marketing and revenue teams accurately predict and generate pipeline with real-time AI-powered insights. Are you constantly worried about whether or not you will have enough pipeline going into next quarter? The RevSure platform can help you confidently predict and generate pipeline, pinpoint where your funnel has bottlenecks, and tell you exactly how to solve them. Get real-time lead and account recommendations on which roles, verticals, markets, and more have the greatest potential to convert to pipeline so you can proactively adjust your strategy. Gain visibility into conversion driving behaviors from lead to opportunity. Uncover funnel leakage and assess how they can be resolved to reduce losses. Easily track marketing campaigns, understand behaviors across channels and segments, and receive actionable insights on how to optimize to improve performance.

Improve sales performance and onboard faster with realistic, AI role-play simulations, data-driven insights, and AI coaching. Quantified’s AI sales simulator is like a flight simulator for sellers, offering an innovative, effective, and fun way for your reps to frequently practice with a customized avatar. Quantified helps organizations provide high-quality, personalized feedback based on observable game tape, benchmarking and AI-based insights that lead to better outcomes. Quantified enables you move beyond message memorization to assess strengths and weaknesses at the rep level to unlock potential and drive sales performance. Quantified creates fun, realistic simulations of your actual , customer-facing conversations for everyone on your sales team, providing real-time performance feedback with a coaching plan to improve specific behavioral skills proven to improve sales performance.

Convin’s AI-powered Conversation Intelligence Software helps your sales team understand calls and close more deals, every single day. Convin captures your customer phone & video calls and maps them with your CRM for an in-depth analysis. Next, Convin converts your voice & video calls to text and analyses what’s being said. It automatically decodes topics, questions & action items using Artificial Intelligence! Convin’s analysis will reveal some “not-so-obvious” insights that will help you make data-driven decisions, eventually resulting in more deal closures! Learn what’s being talked about in different stages of meetings and use the data effectively to coach your sales team in the best direction. Convin helps your sales team understand customer requirements and market sentiments that’ll bring your team closer to the market reality. Learn what your top sales reps are doing differently compared to the others. Transform your team into to quota crushing engine.

Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.