Alternatives to Orgzit

Compare Orgzit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Orgzit in 2026. Compare features, ratings, user reviews, pricing, and more from Orgzit competitors and alternatives in order to make an informed decision for your business.

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    Shape Software

    Shape Software

    Shape Software

    Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.
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    ConnectWise CPQ

    ConnectWise CPQ

    ConnectWise

    ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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    HubSpot CRM
    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, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers 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. The 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.
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    NetSuite

    NetSuite

    Oracle

    Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.
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    Scoro

    Scoro

    Scoro

    Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.
    Starting Price: $19.90/month/user
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    Keap

    Keap

    Keap

    Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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    Starting Price: $40 per month
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    Nue

    Nue

    Nue.io

    Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution.
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    OneBill

    OneBill

    OneBill

    OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.
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    Starting Price: $1500.00
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    Capsule

    Capsule

    Zestia

    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.
    Starting Price: $18 per user per month
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    Repfabric

    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.
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    servicePath CPQ

    servicePath CPQ

    servicePath

    QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.
    Starting Price: $75 USD/user/month*
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    BlueSnap

    BlueSnap

    BlueSnap

    BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.
    Starting Price: $35/user/month
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    Expedite Commerce

    Expedite Commerce

    Expedite Commerce

    At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human expertise collaborate seamlessly to unlock unprecedented business potential. Our suite includes AI-powered Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), eCommerce, and Recurring Billing solutions. Our platform and its solutions have been built to serve the following industries: • SaaS (Software as a Service) • Manufacturing • IoT • XaaS (Anything as a Service) • B2B Subscriptions • Communications
    Starting Price: $90.00/month/user
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    CloudSense

    CloudSense

    CloudSense

    Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. A 350+ expert team of CloudSense solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com
    Starting Price: $85/user/month
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    Conga CPQ
    Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.
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    XaitCPQ
    XaitCPQ (Configure, price, quote) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. We help organizations win more deals at better margins, by making it really quick and easy to correctly build and price combinations of products and services, and do so at scale. Shorten the sales cycle, and remove bottlenecks, enabling sales teams to present exactly the right solution at the right time and cost to the right customer. As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it. Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable.
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    Vendavo

    Vendavo

    Vendavo

    We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context.
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    IBM Sterling Configure, Price, Quote (CPQ)
    IBM Sterling CPQ transforms and automates configuration, pricing and quoting of complex products and services. IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity. CPQ provides automated online sales process for accurate configuration of solution bundles with cross-sell, up-sell opportunities, which improves customer satisfaction and lowers call center volumes. CPQ eliminates manual pricing execution with a centralized system that enforces pricing consistency and automates pricing changes while enabling business users to facilitate price maintenance.
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    Infor CPQ
    Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands.
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    Experlogix CPQ

    Experlogix CPQ

    Experlogix

    Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.
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    SalesStreamliner

    SalesStreamliner

    SalesStreamliner

    SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.
    Starting Price: $49 per user per month
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    ViiBE

    ViiBE

    Viirtue

    ViiBE is Viirtue's all-in-one reseller platform designed to expedite your company's sales process and improve your customer experience. Become a white label partner today, and start selling your clients a new service to expand your offering. Automate your workflows and simplify all aspects of being a VoIP reseller. We are committed to reducing your operating costs while providing an innovative, industry-leading product. Get charged only for seats that are used instead of multiple times for users with multiple devices. Viirtue now offers included data migrations from select platforms. Viirtue’s cloud-based PBX and VoIP phone solutions have already changed the way thousands of end-users communicate, both for themselves and their customers. As a White Label Partner, you can offer these solutions to other organizations in your network, while we continue to build industry-leading tools for your clients.
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    QuoteWerks

    QuoteWerks

    Aspire Technologies, Inc

    For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.
    Starting Price: $199.00/one-time/user
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    Salesforce CPQ

    Salesforce CPQ

    Salesforce

    Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.
    Starting Price: $75.00/month/user
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    Kytes

    Kytes

    Kytes

    Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations
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    Tradecloud One

    Tradecloud One

    Tradecloud One

    Automate operational processes like sending purchase orders and processing order confirmations. Only focus on the exceptions. Communicate real time and ‘in context’ with your suppliers or customers about deliveries or possible deviations. Stop using email or Excel to manage orders and shipments. Get real time insights into your supply chain so that you can react more quickly to changes and potential risks. Realize shorter lead times, lower costs and less errors. Tradecloud is the leading supply chain platform for the industry and trade. Customers rely on Tradecloud to make their global supply chain more predictable, automate operational processes and focus on exceptions. The fast growing network connects thousands of B2B buyers and sellers who collaborate real time on forecasts, orders and shipments to increase speed, reduce costs and increase flexibility.
    Starting Price: $450.00/month
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    Zoho CRM
    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.
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    Starting Price: $14.00/month/user
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    Enxoo

    Enxoo

    Enxoo

    Move to Industry Cloud and transform the relationships with your clients, partners and employees. Enxoo is dedicated to automate all of your crucial business processes by offering industry-specific digital transformation platforms created from our years of experience, industry expertise and tech skills. The “Industry” element stands for ready-made solutions designed for the telecommunications sector. We deliver expertise through our industry-specific solutions, products, and professional services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey.
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    Scope

    Scope

    The Virtu Group

    Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.
    Starting Price: $258 per month
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    Spinso SalesTracker
    SalesTracker is simple ready to use sales lead management software to manage leads & its follow-up. Managing leads in excel or spreadsheets has its own limitations such as lack of centralized management and lesser control over data as it is scattered across different folders, workstations, branches, or even geographical locations. It is difficult to collaborate, generate reports, analytics etc since the information is managed individually by stakeholders or managers. With SalesTracker you can centrally and systematically manage lead data. It has a simple intuitive & work flow interface that enables you to focus on the actionable leads for quicker and timely actions, you can not only manage you leads but also multiple follow-ups, track stages capture regions, create quotations & more. It has all the essential features to efficiently manage lead & generate more closures thus improve productivity.
    Starting Price: $2 per user per month
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    Zendo

    Zendo

    Zendo

    Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.
    Starting Price: $12 per user per month
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    In Mind Cloud

    In Mind Cloud

    In Mind Cloud

    Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher results
    Starting Price: $125 USD
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    HubSpot Customer Platform
    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
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    BrightPrice Suite
    Simplify price data maintenance and drive profitability in every stage of your company’s pricing cycle with Sposea! Combining science, algorithms, machine learning, and the best industry practices, Sposea delivers true enterprise-wide control of your pricing process. Whether its maintaining pricing data or improving profits based on GEO targets, Sposea's world-class pricing optimization engine enables customers to optimize their pricing models with full transparency and governance. Customer configuration, quotation management and simulation tooling with direct access in SAP to SD agreements and contracts. Can be configured according to the sales process and governance structure. SAP embedded Price Management and simulation tooling to provide easier, more efflcient and governable changes to price lists and conditions in SAP without an expensive and complex data layer.
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    ezTask.io

    ezTask.io

    AppiVa Software

    Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.
    Starting Price: $19/month/user
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    NetSymm

    NetSymm

    NetSymm

    Order management and invoice management. NetSymm Order Express is a self-service eCommerce platform for your customers to securely place orders 24X7. Start selling online now. NetSymm Order Express eliminates errors, automates sales orders, sends order and shipment updates. Choose from a list of suppliers, view supplier product catalogs and pricing. Customers can place orders 24X7 via phone, tablet, desktop. Orders get checked and processed automatically into your ERP system. View charts with categories and products trending, and a list of most recent POs and messages Multiple reports display buyer list, POs, products, and invoices. Dashboards and reports are configurable. Allows customers to easily change quantities or products and reorder previous orders. This brings up sales. Send real-time order status such as created, in-process, invoiced, shipped - along with shipment tracking information.
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    SplashQ2C

    SplashQ2C

    SplashQ2C

    Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.
    Starting Price: $49 per user per month
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    Qvalia

    Qvalia

    Qvalia

    Qvalia is a platform for finance teams to automate processes and have complete control of transactions and financial data. We improve accounts receivable, accounts payable, and enable real-time spend analytics and line-item level accounting automation. Integration is easy and the pricing is transaction-based with 1-month cancellation. Accounts receivable with Qvalia Autobilling includes B2B checkout widget for e-commerce and automated invoicing, reconciliation, reminders, and more. Manage all your transactions quickly in one location. Send and receive e-invoices for free using the global e-invoice network PEPPOL or PDFs to email recipients. Manage subscriptions and recurring invoicing with a solution that simplifies and automates order-to-cash and B2B e-commerce sales. Kickstart the digital transformation of your finance processes and achieve 100% electronic supplier invoices with PDF Converter.
    Starting Price: €50 per month
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    Raynet CRM

    Raynet CRM

    Raynet CRM

    Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? Smooth integration with you calendar, e-mail, phone and other applications, all your data in one place, your team can work from anywhere, immediate analysis of your sales score, increased productivity and effectiveness. Free trial for 30 days: Make sales easier.
    Starting Price: $25.00/month/user
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    Order2Cash

    Order2Cash

    Order2Cash

    A promise fulfilled. A single platform to manage your entire order to cash cycle. One platform. All processes. Credit check all potential customers and suppliers in seconds. Tailor specific decision models for all segments. Keep track of customer creditworthiness and create alerts to inform you when circumstances change. Use Order2Cash to adopt a variable credit policy that, through clear communication, provides the protection your company demands without causing friction among your customer base. Accelerate customer onboarding by moving your contract management workflows online. Eliminate the costly and time-consuming paper flows that currently hinder your contract audits and signing processes. Shorten this critical part your sales process; act faster, become more transparent and surpass customer expectations.
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    InStream CRM

    InStream CRM

    InStream.io

    Collect valuable information about your customers. Gather all your contacts in one place. Connect your account with LinkedIn and other social platforms to automatically gather useful information. Get the right insight by collecting the customer data you need. Manage your contacts regarding all accessible information. Never miss a conversation. Communicate with the right people at the right time. Improve the quality of communication and save time through automation. Run real-time conversations, and share information with your team. Engage in communication with your clients to build stronger relationships. Manage your business relationships easily. Have access to all your relations with customers in one place. Get immediate access to everything you need. See what, when and with whom you've been talking to lately. Benefit from the use of different lists to keep your conversations in order.
    Starting Price: $8.00/month/user
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    Leadtrekker

    Leadtrekker

    Leadtrekker

    As a custom-designed CRM and lead management system, Leadtrekker optimises the sales process in businesses of any size, and in any industry. It can help you improve lead response times within your team, increase accountability, and action every new prospect. Leadtrekker takes customer relationship management to a whole new level with a cloud-based platform that can be accessed from anywhere. Quality communication helps build trust with leads, customers, and suppliers. Leadtrekker can help your company create a reputation of authenticity. Sales, marketing, and customer service can review information updated on the system and take informed action with the data that has been recorded. Management and team leaders can view the status of a customer or lead without having to send an internal email, make a phone call, or plan a meeting. With Leadtrekker, reminders can also be set, as well as auto-responses that buy busy employees some time to respond to potential leads that make contact.
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    Record-to-Report Automation by Redwood
    The volume of repetitive, manual tasks across finance is overwhelming – every day or at the end of every month, quarter, or year. Redwood’s Finance Automation solutions are built on our industrial-scale automation technology to provide business users the power to design, deploy, and operate transformational financial processes. Redwood Finance Automation improves efficiency and governance. It also frees finance professionals to focus on gaining valuable insights from corporate reporting information—rather than simply chasing data. These solutions are built to support four pillars of finance processes: record to report, order to cash, procure to pay, and asset accounting. Within record to report, we offer automated solutions for the close checklist, reconciliation, journal entry and intercompany. Clients report automating as much as 85% of finance tasks that once relied on repetitive manual work with Redwood.
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    CloudApper CRM

    CloudApper CRM

    CloudApper

    CloudApper CRM is the easiest app for relationship management with existing and potential customers of any enterprise. It accelerates the process of business lead capturing and qualifying, as well as keeps track of the communications for managing interactions between the company and existing or potential customers. Improves business communication by syncing all customer query, quotation, solution, negotiation, and service in one place. Optimizes tasks, processes and anyone from the team can deal with the customers to provide personalized service. Web and Mobile App facilitates working on the go that accelerate productive sales activities, and ensure high response rate. Creating a new account and contact or assigning a contact in an account allows users to connect store and share the details of potential customers. CRM introduced CRM-on-the-go enabling mobile apps for Android and iOS. Now reporting becomes more flexible for the sales team.
    Starting Price: $10 per user, per month
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    SalesPad

    SalesPad

    SalesPad

    SalesPad has one goal: to accelerate your order-to-cash cycle. Whether it’s supercharging your operations with greater efficiency, managing your inventory with more control, or improving your customers’ experience with better visibility into their orders, we’ve got your back. SalesPad’s order-to-cash solutions drive game-changing results. We’ve empowered thousands of customers to transform their order-to-cash process. From up-and-comers to industry giants, you’re in good company.
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    RealtimeCRM

    RealtimeCRM

    Cambridge Software

    A clear, easy to learn CRM with powerful features - ideal for small business. The software is cloud based and is compatible with various platforms and devices. It can be used across your whole team to help you get control of your business data. Besides being a great place to store company and contact information, RealtimeCRM provides an effective sales workflow for your business. It's ideal for either B2B or B2C businesses. You can also track project delivery and customise the data that you store within it. Our support team are available to chat to help you with any query. Find out more about RealtimeCRM and sign up for a free, no-obligation trial via the RealtimeCRM website
    Starting Price: £49 / user / month
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    CampaignerCRM

    CampaignerCRM

    CampaignerCRM

    CampaignerCRM™ PRO provides a powerful, next generation CRM system with integrated email marketing that is complete with easy-to-use features to help you close more deals and get results. You have real-time, anywhere access to your leads, contacts, information, reports, and more. The result — a CRM solution your sales team will actually want to use. How simple is that! Feature-rich, robust CampaignerCRM PRO has unlimited seats, contacts and users and allows up to 10,000 emails per user. This solution is best for companies with a shorter, less complex sales process and offers advanced features. We realize that not all businesses are alike. Some are small, with minimal contacts and a short sales cycle. Others are mid-size or large companies with global sales teams that require a long, complex sales process with features to match. Sometimes it’s a mixture of both, a small sales team with an unusually complicated product that requires an extensive sales process.
    Starting Price: $29.99 per user per month
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    Zuant

    Zuant

    Mktpoint

    Let’s grab your customers interest wherever they are and make it an easy online journey with the content they’re looking for, and the fast follow-up that impresses to convert the sale. From presentations on the go, to lead capture at events, or providing product information in Retail or even 3D spaces! Zuant Cloud then provides access to all your data and reporting to really find out what’s working, or not. An exciting new type of experience to really make your budget go further. Anything that engages and improves the customer experience whilst shortening sales cycles has to be a good thing. Every Sales Executive’s dream, make lead capture and presentation fun and easy – for every day and tradeshows. At last, lead capture anywhere you want it. QR codes have been around for decades, but their ease of use with mobile phones now makes them the quickest way to get your customers online, the start of the customer journey.
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    SalesRadar

    SalesRadar

    IO Software

    Are you losing sales because you’re not following up with prospects? You need to find more prospects and would love an easy system to find them. You need a structured approach to generating new business and want to get organized. You need a really simple system to hold all your prospects, leads, quotes and clients because your head can't cope anymore! You need a simple and easy to use system to bring order to your sales because you are naturally a bit disorganized. You wish there was something better than a spreadsheet to manage your leads and sales. You need a quick and easy way to import contact details and leads You want a really easy way to input their information.so you can actually use it.
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    Salesbricks

    Salesbricks

    Salesbricks

    Close more deals faster with the most powerful quote-to-cash solution for SaaS startups. Let buyers close, sign, and pay in one seamless motion and track all your vital metrics in one place. Ditch your spreadsheets and outdated sales processes so you can spend more time selling and driving revenue growth. Provide a B2C-like customer checkout experience and become the easiest software for your customers to buy. Track all your most important revenue data in one place and make smarter business decisions that'll move the needle.
    Starting Price: $500 per month