Alternatives to iSEEit
Compare iSEEit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to iSEEit in 2026. Compare features, ratings, user reviews, pricing, and more from iSEEit competitors and alternatives in order to make an informed decision for your business.
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1
Creatio
Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. -
2
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, 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.Starting Price: Free -
3
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
4
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
5
DemandFarm
DemandFarm
Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar -
6
Conquer
Conquer
Conquer makes selling smarter by delivering intelligent sales insight, engagement, and automation. Conquer works from a single pane of glass inside Salesforce to connect your sellers with your economic buyers faster, with less effort, and better results. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day? -
7
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. -
8
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
9
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
10
Clari
Clari
A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. -
11
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. -
12
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
13
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 -
14
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
15
SalesDirector.ai
SalesDirector.ai
SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.Starting Price: $29.00/month/user -
16
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
17
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
18
Pega Sales Automation
Pegasystems
Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business. Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences. Eliminate sales complexity with dynamic opportunity management and end-to-end automation. Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant. -
19
Cien
Cien
Cien’s Deal intelligence works by analyzing every deal attribute and the skill and behavioral rank of the rep working on it. After comparing millions of deals including your company’s past win-rate performance, we surface a true AI win rate probability in real-time. Reliably managing dozens of spreadsheets is better left to an advanced AI. Influenced by expert sales and marketing executives. Designed and implemented by data scientists. Trust by Fortune 500 companies. Your rigorous and impossibly precise sales and marketing analysis is finally here. Cien’s AI-first platform uses sophisticated AI and ML to gain a holistic understanding of your sales and marketing processes within 72 hours of CRM access, even if your data is not perfect. We take care of all the hard calculations to free up your time for analysis and action. -
20
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
21
Collective[i]
Collective[i]
Collective[i]’s mission is to help companies and B2B sales professionals around the world predictably manage and grow revenue. Collective[i] hosts a suite of applications that deliver insights to B2B sales teams and Intelligence.com, a global network for sales professionals. Collective[i] is a pioneer in the future of work movement that combines machine learning/artificial intelligence and massive data sets captured via cloud computing in order to improve productivity and grow revenue. Collective[i] solves the greatest challenge plaguing every company in the world, namely how to maximize revenue and specifically where revenue is coming from, when it will it be realized and will monthly, quarterly and annual goals be met. Collective[i] uses AI and a crowdsourced network of B2B sales professionals to allow users to better understand their buyers true intent to buy. -
22
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
23
Introhive
Introhive
Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time. -
24
Azurepath
Azurepath
Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.Starting Price: $14.95/month/user -
25
QFlow.ai
QFlow.ai
The machine learning platform that unifies data, orchestrates intelligent behavior across revenue-generating teams, and delivers out-of-the-box attribution & actionable analytics. QFlow.ai processes the gigabytes of data that your Salesforce.com instance is collecting in its activity table. We normalize, trend, and analyze sales effort to help you generate more opportunities and win more deals. QFlow.ai uses data engineering to break down outbound activity reporting based on a crucial factor: whether or not they were productive. It also automatically surfaces critical metrics like average days from first activity to opp creation and average days from opp creation to close. Sales Effort data can be filtered by team or by an individual to understand sales activity, and productivity trends over time.Starting Price: $699 per month -
26
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
27
Revvy
Revvy
Understand cadences' performance and track your team activities. See leads, contacts, accounts, events, opportunities, cases, and campaigns. Learning new apps, and their custom business logic in each company is a pain for anyone who's not in Sales Ops, resulting in data remaining locked inside these apps. Our goal is help Sales teams be on top of their game by accessing relevant sales data easily and fast, instead of relying on Sales Ops to pull reports & KPIs for them. While Revvy is used mainly to show salesforce and other applications' data, you definitely do not need a salesforce license to generate or view reports via Revvy. Revvy is free to use and allows you to share salesforce-based data with anyone regardless of whether they have a seat or not. BI systems were designed to perform heavy lookups and data queries for analysis. Revvy is focused more on operational insights.Starting Price: $25 per user per month -
28
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. -
29
Cirrus Insight
Cirrus Insight
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.Starting Price: $14 per month -
30
Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
31
Salesvue
Salesvue
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.Starting Price: $120 per month -
32
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
33
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. -
34
BoostUp
BoostUp.ai
Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management -
35
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: Free -
36
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
37
Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
38
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
39
Gryphon ONE
Gryphon.ai
You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.Starting Price: $50 per user per month -
40
ASPEC SF
SalesWays
How does your sales team decide which opportunity to work on? And when they do, are they right? ASPEC does the grueling research and planning for them, constantly analyzing every opportunity in the Salesforce list so they don’t have to. ASPEC places an accurate intrinsic value on each one and updates it as the sales cycle progresses. It uses that value and the ASPEC computer model of the opportunity to set a priority, and then organizes the entire list so what’s most important is on top, every day, every time. ASPEC for Salesforce focuses your sales team on one goal – increasing your sales. The patented computer modeling and intelligent analysis of your opportunities uses a graphical and interactive interface to guide you along the way so nothing gets forgotten. The Expert function takes you by the hand and dives deeper into the opportunity, questioning everything to be sure you’ve got it right and are on-track to win. -
41
OneInsight
OneInsight
OneInsight is built to deliver the richness of customer data created with Marketo into any sales environment, thereby opening up true marketing & sales integration for any Marketo-powered organization. OneInsight delivers complex information through a simple UI. Letting your sales team immediately identify the best-qualified customers – saving precious time. Built to deliver the full potential of Marketo to sales and truly unlock marketing & sales alignment in organizations — all done at the speeds necessary to make decisions in step with your customers. If information alone is not enough to close a deal OneInsight provides your Sales team with the possibility to reach out directly to your customers. OneInsight leverages Marketo’s Best Bets to identify exactly those people who will give your sales team the best chances of creating revenue.Starting Price: $30 for 5 seats per month -
42
Fullcast Revenue Intelligence
Fullcast
Fullcast Revenue Intelligence is a powerful revenue platform designed to help go-to-market teams improve sales performance and forecast accuracy. It combines revenue, relationship, and conversation intelligence into one unified system. The platform integrates seamlessly with existing CRM and sales tools, eliminating data silos and extra logins. It enables teams to identify pipeline risks, manage deals more effectively, and make smarter decisions. Fullcast Revenue Intelligence helps organizations boost quota attainment and gain clearer visibility into their sales pipeline.Starting Price: $30 per user per month -
43
Ortoo
Ortoo
Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object. -
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Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
45
Dear Lucy
Dear Lucy
We have worked with hundreds of sales teams and know what they need. We fetch the most popular sales metrics from Pipedrive, HubSpot or Salesforce and visualize them in interactive, user-friendly dashboards. You can also bring in custom data fields from your CRM to complement the standard data sets. Dear Lucy brings your chosen metrics to one, simple view that is easy to use, always available and always up-to-date. Dear Lucy’s goal engine allows you to define sales targets in a flexible way, and monitor progress in real-time. Dear Lucy compares actuals to targets and shows red and green lights to illustrate where you are on target and where you are behind. This makes it super-easy to see how your team is doing at a glance. You can define goals for sales activities, revenue, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep or pipeline.Starting Price: €149 per month -
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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. -
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revVana
revVana
The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas. -
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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. -
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managr
managr
Automate tedious workflows, boost rep productivity, and get real-time insights. Salespeople only spend 33% of their time selling, wasting valuable time doing manual tasks. Instantly log meetings via Slack right when a meeting ends, you’ll get a Slack form asking you how it went. Simply fill out the form and we’ll automatically update your CRM! Automate contact entry, don’t bother wasting time updating your meeting attendees as new contacts, managr does it for you. Rotting alerts when deals are stuck, inactive, or past due to close we’ll send you a reminder along with contact details. Meeting prep have an upcoming meeting, we got you covered with everything you need prior to the call. Update leadership managr will update leadership automatically on your behalf, so you can focus on selling. Enabling reps to be more productive, not get in your way. Simply sign up, connect your apps to managr, and start selling! -
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Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one.
