Alternatives to Snapforce
Compare Snapforce alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Snapforce in 2026. Compare features, ratings, user reviews, pricing, and more from Snapforce 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
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10 seat / month -
3
Outreach
Outreach
The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics. -
4
People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
5
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
6
Weflow
Weflow
Weflow points out revenue leaks in real-time to take action and fix issues before they impact your forecasts. Weflow provides deal signals that make it easy to keep your pipeline on track. Full visibility into risks, next steps and activities help guide reps to closed-won. Configure automations to get real-time alerts and smart views on your rep’s pipeline in your inbox or Slack channels. Weflow’s pipeline management provides deal insights, alerts, and signals to keep your deals on track. Gain complete visibility into risks, next steps, and activities to help guide reps to closed-won. Reps increase win rate by 11-16% using Weflow. Weflow enables managers to inspect pipeline health quickly and makes it easy for reps to forecast with confidence. Weflow customers achieve 92% forecasting accuracy improving Salesforce data quality, and process compliance.Starting Price: $39 per user per month -
7
Upvise
Upvise
Organize your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly. For each opportunity, know which stage it is in, who worked on it, what happened so far, and how likely it is to close. Predict with accuracy what actual sales are going to look like next week, next month, and next quarter. Custom Sales Pipeline. Customize each stage of the sales cycle, adding as many or as few stages as you need, and its likelihood based on its stage. Gives you an instant report of the aggregate level of activity for each sales staff, from meetings, notes, phone calls, and even custom forms. Get alerts for deals that have not been updated for a pre-configured amount of time. Motivate your sales team by showing in real-time the commission they get on deals. Powerful dashboard gives you instant overview of upcoming Activity and key performance metrics of your staff.Starting Price: $12.00/month/user -
8
Teamwork CRM
Teamwork.com
Easy-to-use sales CRM software that separates your leads and opps pipelines. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. Separate your deals into leads and opportunities to create an even more results-focused pipeline and give you more accurate forecasting for projected revenue. With increased visibility comes increased revenue.Starting Price: $8 per user per month -
9
DeLorean AI Sales AI
DeLorean AI
Sales AI, or Customer Relationship Management AI (CRM AI), is a comprehensive AI solution for the most taxing sales problems. Our product allows sales and marketing teams to shift the curve on sales in the direction of success. The results from sales AI not only give insights into activities but also make predictions and next-best-action recommendations that allow teams to predict if a deal will sell or fail, and determine the best action to move the deal to the next stage of the funnel and to a win. Additionally, Sales AI increases visibility into operations, predicts quarterly revenue, and improves forecasting. Our technology can improve the efficacy of sales in the pipeline by modeling outcomes of deals with probability. With the ability to better classify wins versus losses, identify significant drivers, and recommend solutions for deal conversion, Sales AI directly leads to an increasing percentage of deals won by diverting attention away from low-probable wins. -
10
Clearitty
Clearitty
Clearitty is a sales acceleration platform that combines real‑world, buyer‑backed intelligence from top SaaS sales executives with AI‑driven analytics to simplify and accelerate every stage of the sales cycle from discovery to closed‑won. It features a pipeline recommendation engine that delivers tailored lead generation based on your product category, value proposition, and ideal customer profile; fresh, real‑time intent signals from multiple sources; hot lead scoring that ranks accounts by urgency and conversion likelihood; and always‑on intelligence that updates your pipeline as market conditions shift. Its deal score analysis evaluates buyer likelihood using intent data, external signals, tech stack information, public filings, and historical trends to provide contextual insights. Relationship‑building tools identify the best champions, map full buying groups and reveal signing limits, while its AI‑powered Copilot generates sharp, personalized emails and playbooks.Starting Price: $80 per month -
11
Vortini
Vortini
Sales forecasting is always an important but challenging activity. This is, even more, the case when the business is experiencing change. Combine current pipeline details, historical analysis and behavior patterns to flag off-track forecasts and suggest a plan B. Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them. Auto-populate your forecast with a recommended mix of deals based on current and historical deal data. Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems. Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness. To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering. -
12
Flexie CRM
Flexie Solutions
Bring more revenues to your company by focusing on the deals with the highest value. Timing is crucial in sales, and so is having a simple and insightful deals pipeline. Flexie has built an easy-to-use and powerful deals management system, allowing you to concentrate on deals that bring the most value to your organization. Never let high-value deals fall through the cracks. Our user-friendly and customizable deals pipeline lets you create as many deals as you want. Use filters to find specific deals, drag and drop deals to move through stages, and have everything into one place. Close more deals, set new targets for your team and tailor your deals pipeline to your sales thinking. Assign deals and tasks to your sales reps and managers. -
13
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
14
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
15
GrowthDot CRM and Deals
GrowthDot
CRM and Deals for Zendesk is a sales CRM that will help you to manage pipelines inside Zendesk Support without buying Zendesk Sell. With its help, you can combine customer support with the sales process and create one unified and omnichannel platform. Here is a list of the main app features: Obtain sales opportunities directly from Zendesk Support tickets View a complete record of interactions with each client Centralize all sales deal information in one location Customize and create pipelines to fit your specific sales process Include product descriptions in your deals Incorporate stages, product details, and client data Set lost reasons and their subcategories Automatically schedule lost deals to be moved Attach files to your deals Analyze reports on lost deal reasons, sales trends, and more User-friendly interface for easy navigationStarting Price: $6 per agent/per month -
16
SpurIQ
SpurIQ
SpurIQ is a revenue execution platform for B2B teams that lose 20–30% of potential revenue to broken execution, not broken strategy. Revenue leaks in two places: before pipeline exists (wrong buyers, missed timing, generic outreach) and after pipeline exists (lagging follow-ups, stale CRM, hidden deal risk). SpurIQ closes both by its Lead IQ & Deal IQ agents. One platform that builds qualified pipeline through signal-led outbound and moves deals forward with system-driven follow-through. It works on top of your existing stack — Salesforce, HubSpot, Outreach, Gong. We don't stop at insight. We make execution happen.Starting Price: $50/month -
17
Revium
Revium
Revium is an AI-powered B2B sales efficiency platform designed to enhance sales team performance by over 80%, allowing a focus on closing deals faster. The platform offers features such as prospect enrichment, multi-channel campaign management, AI-powered personalized outreach, activated leads tracking, and CRM protection. Revium automates prospect research, provides effective workflows, and generates hyper-personalized emails, call scripts, and LinkedIn messages, enabling users to increase their dialing capacity and gain visibility into campaign and team performance. The platform integrates seamlessly with HubSpot CRM to ensure a clean and accurate sales pipeline. Revium's solutions have been utilized by partnerships with companies. Revium enables salespeople to be more effective, work more efficiently, and focus on what matters most: closing deals faster. -
18
Upsales
Upsales
Get lead recommendations based on your sales history and contact data for all registered companies in the U.K. Invest your time in the right deals and activities. View everything from pipeline value and status, to deal probability and risks. Who bought product A but not B? Uncover upsell opportunities and be notified when a customer of yours is ready to buy more. Automatically analyze sales performance data and get accurate revenue forecasts for your team. Integrate your ERP and track all of your SaaS KPIs in one place. Automatically analyse sales performance data and get accurate revenue forecasts for your team. Integrate your ERP and track all of your SaaS KPIs in one place. SaaS is one of the most scalable business models out there. A well-functioning SaaS provider should be able to grow fast with profitability. At least, in theory. Over 1800 fast-growing companies use Upsales every day to scale their business.Starting Price: $80.00/month/user -
19
SP CRM
SP Marketplace
SP CRM is a simple yet full-featured CRM built on Office 365 that provides a complete view of the sales pipeline and activities. It supports the entire life cycle from campaign to lead capture, opportunity tracking and account management. Because it's built on Office 365, Microsoft Teams and SharePoint, SP CRM becomes a natural part of your sales team's daily activities; no need to sign in to another application. As part of the Office 365 Digital Workplace, your sales reps not only track opportunities, but also have access to all of the documents, information, and knowledge they need to close the deal. Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features. Combine with SP Projects and SP Customer Service as an integrated customer management solution.Starting Price: $15 per user per month -
20
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. -
21
CRMPRO
CRMPRO
Keep a single shared customer profile, company-wide. Get your finger on the pulse with graphs and charts detailing sales and forecasts. Track conversions end to end with personalized email, direct mail, voice, and print using a personalized touch. Works on any device – just fire up your mobile browser, no app required. Mobile bookmark Free CRM for quick access. Our deal tracking tool and sales pipeline dashboard give you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide a smooth, accurate read of everything happening. You can develop targeted marketing campaigns based on customer profiles and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus, and improve the quality of your lead generation.Starting Price: $24.95/month/user -
22
Civic IQ
Civic IQ
Civic IQ is a government sales intelligence platform that helps B2B software vendors win more public sector deals. It monitors millions of government meeting signals, RFPs, and contracts to surface the right opportunities at the right time. Users can track buying signals, discover expiring competitor contracts, build targeted agency lists, find key decision-maker contacts, and manage their entire government sales pipeline. Powered by AI, Civic IQ helps sales teams prioritize outreach, get ahead of RFPs, and close more government deals faster. -
23
Kylas
Kylas
Kylas is an enterprise-grade Sales CRM software that is uniquely designed and engineered for SMBs. The product helps small and medium businesses to streamline their sales efforts, engage with customers effectively and grow faster. Kylas offers the following at a flat cost of INR 12,999/month. 1. Unlimited User Licenses 2. Unlimited Features 3. Onboarding & Training by CRM Experts. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline. Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.Starting Price: ₹12,999 / Month -
24
Xactly Forecasting
Xactly
Leverage AI/ML to optimize sales pipeline, improve sales & commission earnings forecast accuracy, and hit sales targets every time. Use data-driven insights and visual dashboards to better assess pipeline health, get deeper visibility into pipeline activities & trends, and prioritize high-potential opportunities. Eliminate guesswork for reps with a digital rep assistant that auto-captures relevant opportunity data, maintains CRM hygiene, and guides reps on deals. Leverage machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline pipeline forecast management. Keep the pipeline clean with smart data capture and by automatically enforcing desired sales behaviors across all the sales org with alerts & next best actions that guide the reps. -
25
CRM.me
RedLotus
Marketing Automation software helps you nurture prospects and track results. Wonderfully integrated with sales management to help close more deals. Sales Management Software helps you track activities, grow your pipeline, and manage customers. Create beautiful reports that help you make important business decisions. Project Management Software helps your team stay organized, collaborate on tasks, and track progress. Visualize goals and hit milestones. Get things done. Gorgeously designed dashboard that keeps users clamoring for more. Easily track game progress and status. Earn badges, coins, and complete collections. Then turn it in for real rewards. Motivate users and expect results. Sales people love to compete. Stoke the competitive fire in your team and watch your sales grow.Starting Price: $35 per user per month -
26
Extractopus
Extractopus
Extractopus is a lead generation wizard that finds emails and helps creating cold outreach campaigns easily Tired of wasting time on unproductive prospecting? Extractopus is the lead generation powerhouse you need to streamline your sales process and skyrocket your pipeline. Instantly find high-quality leads with advanced search filters. Automate outreach sequences to nurture prospects at scale. Enjoy a seamless and intuitive experience designed for efficiency. Get up-to-date and reliable contact information for all professionals. Extractopus is the modern sales team's secret weapon. Stop chasing dead-end leads and start closing more deals with this all-in-one prospecting solution. Power up your pipeline and take your business to new heights.Starting Price: $17/month -
27
Sales Simplify
Sales Simplify
Sales Simplify is an app that saves salespeople up to 3 hours per day by drastically reducing the amount of work they have to fill out. It's already been used in the USA and India, and it's time to expand it worldwide. Convert your new leads into junk and deal with just a click! Maintain notes, logs, activity, emails with a complete 360-degree overview. With the help of Sales Simplify you can easy to Organize Leads, Contacts, Activities, track, schedule, and manage various tasks all in a single place and get in-depth reports to make a more accurate decision that increases your conversion Easy drag and drop sales pipeline that avoids long processes and increases your deal velocity, sales, & growth.Starting Price: $19/month/user -
28
iSales CRM
IT IDOL Technologies
iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.Starting Price: $0 -
29
OrbitShift
OrbitShift
Our Agentic AI Sales Operating System is purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With three powerful and seamlessly integrated modules, accountOS, knowledgeOS, and rfpOS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales/pre-sales teams to identify high-value accounts, get relevant account/people insights, generate highly contextual and personalized messages/emails, generate relevant content for conversations/presentations, and automate RFP/RFI responses. All in all, OrbitShift transforms how sales teams build pipelines, nurture leads/deals, and close deals. We deliver exceptional outcomes - 2-3X higher pipeline, 1.5-2X higher deal participation rate, 20-30% better win rates while generating unprecedented 60-70% efficiency benefits (e.g., account/people research effort, RFP response generation effort) through agentic workflow. -
30
Salesloft
Salesloft
Salesloft’s Revenue Orchestration Platform uses AI-powered tools to optimize and automate the sales process, allowing sales teams to prioritize and act on buyer signals in real time. With key capabilities like Cadence, Rhythm, Conversations, and Deals, Salesloft helps businesses build and nurture sales pipelines, manage opportunities, and close deals faster. The platform also provides robust analytics, sales forecasting, and actionable insights to ensure that sales teams always take the right steps at the right time. Salesloft integrates seamlessly with existing sales tech stacks, offering tools to streamline workflows and drive predictable revenue growth. -
31
Pod
Pod
Stop wondering what your next move should be, Pod guides you on how to manage your pipeline. Control your pipeline and prioritize your winning deals. Do less admin while never missing a follow-up, and spend more time selling. Access the info you need to move deals forward and stay sharp. Get the directions you need to accelerate, unblock, and close more deals. Leverage your sales data and get advice or guidance at any time with Pod's AI coach. Manage every next step for every deal without missing a beat. Know your accounts inside-out with synthesized research to prep for your next call. Work in a shared space that is built for full sales teams. Never drop the ball on your deals, Pod guides you on where to focus and how to close deals. It’s never been easier to follow your sales process with reusable templates. Reduce busy work and close deals faster with your personal coach. Give your sellers a secret weapon & stop worrying about data hygiene.Starting Price: $24 per month -
32
Diamond Relations CRM
Diamond Relations CRM
For jewelers seeking a simple, user-friendly CRM solution that can be accessed on-the-go, Diamond Relations empowers salespeople to focus on selling, not spending time learning and navigating a complicated CRM. With Diamond Relations, jewelry retailers can easily track sales, manage opportunities, and nurture relationships with their customers. Diamond Relations CRM is a must-have for both single stores and multi-store chains. Opportunity management allows your salespeople to close more deals by recording sales-related interactions, sharing customer information, and tracking the salespeople’s progress. Diamond Relations captures all customer information into a single system and shares it across the entire company. An opportunity provides information such as sales stage, dollar amount, probability of closing, and all other pertinent information. This information also appears on the salespeople’s homepage dashboards, providing an up-to-date view every time they access their page.Starting Price: $65 per month -
33
SugarCRM
SugarCRM
Gain complete visibility of customer activities, history, and records from a single screen. Reduce clicks and streamline actions with one unified customer view. Dive deeper into customer data with advanced drill-down capabilities. Leverage built-in AI to uncover the best opportunities and accelerate deal closures. Get recommendations on the next best actions to take in every sales situation. Focus on high-value opportunities with predictive insights into deal likelihood. Replicate winning strategies with advanced forecasting and time-aware analytics. Access real-time metrics and reporting to track sales performance without manual spreadsheets. Predict pipeline evolution and quota attainment with role-specific dashboards. Automate and simplify your sales processes with drag-and-drop workflows and built-in guides. Automate complex sales tasks with Smart Guides for seamless sales process management. Collaborate effortlessly using native integration with third-party document tools. -
34
PipeCycle
CustomerSquare.com
Turn every channel into a revenue channel and drive business growth. Automatically Capture leads and sales enquiries from websites, emails, social channels, phone calls etc. Success of any business lies in proper monitoring and management of Sales pipeline. Visual pipeline helps you to stay abreast with all the deals in various stages. Get 360° customer view on a single screen. Communicate with your contacts across various channels. Access conversation history for every contact. Focus on important stuff and put the rest on autopilot. Create rules & workflows to Automate follow-ups, Automatically assign deals to users. Connect PipeCycle with other productivity apps. Capture Leads location, find Leads near you. Automatically capture team members locations and view on Map.Starting Price: $15 per user per year -
35
CRMPlus
DailyMails
Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs. -
36
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 -
37
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
38
Honcho CRM
Honcho CRM
Honcho CRM is an easy to use CRM application giving you advanced capabilities like lead management, visual deal timeline, one-click deal pipeline updates, sales team creation, 1 minute sales report creation, easy data import, Google Calendar sync and more. Honcho CRM is designed to integrate marketing & sales functions. We needed something that was seamless and wasn’t going to be super expensive to operate. Honcho CRM is an easy-to-use CRM application giving you advanced capabilities like lead management, visual deal timeline, one-click deal pipeline updates, sales team creation, 1-minute sales report creation, easy data import, Google Calendar sync and more. The Honcho CRM ActiveDemand marketing platform is stacked full of powerful features that will allow you to create and manage all of your email campaigns from within Honcho CRM.Starting Price: $39 per month -
39
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
40
Zoom Revenue Accelerator
Zoom Communications
Zoom Revenue Accelerator is a conversation intelligence tool, for users of Zoom Meetings. Zoom Revenue Accelerator also provides seller guidance and highlights, such as talk-listen ratio, filler word usage, call review to locate the parts of the conversation and topics that the prospect found most engaging, and next step reminders. As an intelligence tool, Zoom Revenue Accelerator aims to provide: - Actionable feedback - Reduces anecdotal feedback and identifies areas for improvement using post-meeting analysis that includes transcription highlights as well as sentiment and engagement scores. - Accurate forecasting - Digestible, aggregated insights integrated into a CRM to provide context on the sales funnel, highlight deals that need attention, and identifies pipeline trends. - An understanding deals - Displays sales deals by stage, size, teams, opportunity name, and use analytics for the number of interactions, competition, and customer sentiments. -
41
Team365 CRM
Customer Success Technology
Team365 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. Below is a sample of Team365CRM features: - Sales pipeline: Use our visual pipelines to drag and drop deals, add activities and follow up on leads - Automations: Automate your sales-related legwork to stay focused on your deals - Lead generation: Generate, prioritize and follow up on your leads with a multi-feature toolset - Integrations: Use our open API or one of our 275+ out-of-the-box integrations to seamlessly integrate Team 365CRM with your business - Reports and insights: Forecast, focus and monitor the impact of your team’s actions with dashboardsStarting Price: $18 per month -
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
CloudApps
CloudApps
Helping businesses increase sales results by providing sales leaders with deep insight into deal health, giving them the tools to drive every rep to quota and taking forecast accuracy to unprecedented new heights. Thanks to The CloudApps sales effectiveness and accuracy platform, our customers are increasing win rate by 20%, average deal size by 19% and achieving forecast accuracy of over 95%. How? By using AI and behavioral science to track & promote the right sales behaviors at the right time. Helping sales executives forecast, predict & improve sales results using artificial intelligence and behavioral science. By tracking sales behaviours, we provide the deep insight needed to assess deal health, determine pipeline quality and pinpoint the behaviours of top performers. We help create a data-driven path to closure for each of your deals and increase win rates across the board. -
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Leadscore
Interact.io Cloud Solutions
From early stage lead qualification to closing million-dollar deals - Leadscore is the perfect sales tool for your growing business. Don't let marketing intimidate you. Leadscore makes it simple to reach more of your customers with the perfect message every time. Customization is our specialty. Let Leadscore help you build the perfect CRM to fit your small business' constantly evolving needs. We use visual pipelines throughout Leadscore to create an intuitive and consistent user experience over the entire platform. With deals, lists, and even tasks presentable in a pipeline view you will always be working in a consistent manner on Leadscore. Craft personalized email campaigns to send over Leadscore. Stay informed with real-time notifications for email opens, link clicks, and even more.Starting Price: $8 per user per month -
45
Rolldog
Rolldog
Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from lead to close that really sets us apart. Rolldog has an objective approach to how Lead and Opportunity Management should be handled. With Rolldog, we can control the settings to configure the criteria in which leads are qualified and ranked, specifically to your sales process. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.Starting Price: $39 per user per month -
46
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
47
Locale.ai
Locale.ai
Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure. -
48
workXmate
workXmate
Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.Starting Price: $5 per user per month -
49
Databook
Databook
Our comprehensive platform delivers the insight and tools to help enterprise go-to-market teams hit peak performance, deal after deal. Databook gives sales professionals access to data-driven insights on everything from opportunity intelligence to propensity to buy. Focus account-based sales and marketing to accelerate the sales cycle. Armed with the right data, go-to-market teams gain a unique understanding of why companies are ready to buy, which business outcomes they’re seeking, and when deals are most likely to close. Consistently meet, or exceed, quotas. With just a few clicks, Databook helps sales reps craft sophisticated deliverables that speak directly to key buyers with the power to influence high-dollar deals. Efficiently fill the pipeline and drive more wins with ease. Now the whole go-to-market team can repeatedly create and win large enterprise deals. Featuring an intuitive, secure, cloud-based application and a host of productivity-enhancing modules. -
50
Graphly
LEAP
Graphly is the #1 reporting platform for Infusionsoft Users as voted by Infusionsoft’s Founders. Where performance is measured, performance improves. Where performance is measured and reported the rate of improvement accelerates. Marketing Monitor website traffic, record dynamic lead sources, measure funnel conversions, tweak, improve & repeat. Sales Track individual sales rep performance, forecast revenue, view gross & net revenue numbers. Customer service View net promoter surveys, fulfill on orders, improve retention rates, deliver & satisfy. Tag Funnel Displays the number of contacts in a list of tags over a given date range. See how many tags get applied to contacts during a period of time. See the trend of the current lifetime value of your customers throughout a chosen timeframe. Forecast the adjusted revenue of active opportunities based on the stage probability. Show the appointment, notes, and tasks for each user to compare them to each other.
