Compare App Data Room vs. Touch & Sell

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the Un

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Clazar is the Enterprise Cloud GTM Management Platform designed for cloud Go-to-Market teams looking to unlock faster growth through AWS, Microsoft Azure, and Google Cloud marketplaces. Built to simplify and scale marketplace revenue, Clazar brings every step of the cloud commerce journey into a single unified system, from marketplace listing creation and offer management to co-selling execution, usage metering, invoicing, and revenue reconciliation. Cloud GTM teams can operationalize marketplace deals with zero manual overhead while accelerating sales cycles and improving financial accuracy. Clazar integrates seamlessly with Salesforce and HubSpot, allowing sales, partnerships, RevOps, and finance teams to manage marketplace and co-sell motions directly within their existing workflows. ISVs can quickly publish listings, generate private offers in minutes, automate approvals and governance processes, and manage contracts end-to-end without jumping between disconnected tools. With real-time dashboards and analytics, revenue teams gain complete visibility into pipeline performance, billing status, payouts, and cash flow across every cloud marketplace channel. Enterprise-ready by design, Clazar offers robust governance controls, industry-leading security compliance like SOC2 and ISO, and a powerful embedded automation builder to help organizations scale marketplace operations efficiently and confidently. Trusted by 300+ high-growth companies, including Supabase, Zapier, Pinecone, Replit, Perplexity, Confluent, and Secureframe, Clazar is the platform powering the next generation of cloud marketplace success.

Adversus serves as an outbound dialing solution designed to enhance your calling strategies, automate tedious tasks, and deliver essential insights for optimizing outbound workflows and overall efficiency. Founded in 2015, Adversus emerged from the founders' frustrations with the rigidity of their previous solution, igniting a vision to create a transformative outbound tool. We prioritize user-driven innovation, recognizing that each user possesses unique needs and expectations. Our platform offers extensive flexibility and customization across all workflow elements, ensuring that our users can tailor their experience to meet specific requirements. At Adversus, we strive to develop a forward-thinking solution that remains relevant and cutting-edge, aiming not just to respond to market changes, but to redefine what is achievable within the industry. Businesses across various sectors utilize Adversus to enhance their outbound calling activities, with user bases that can range from a single user to several hundred, all united by the goal of increased efficiency. Ultimately, our commitment to innovation and user satisfaction sets us apart in the competitive landscape of outbound dialing solutions.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

Scalable, secure, and proven, 3D Cloud is the enterprise 3D platform trusted by Lowe's, Ashley, Macy's, HNI, La-Z-Boy, and more with specialized 3D apps and 3D content management for furniture, kitchen, bath, decking / outdoor, storage, and closets, Build, deploy, and manage all your 3D applications including Web AR, Product Configurators, 3D Room Planners and more -- across all devices and channels. Launch in just 8-10 weeks.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Papirfly delivers enterprise-ready software that transforms how global brands manage and create marketing content. Through advanced Digital Asset Management (DAM) and templated content creation capabilities, Papirfly enables teams to organize, control, and activate assets securely—across every format and region. Powering over 1 million users in 1,500+ leading organizations, including Mercedes-Benz, Mondelez, and Goldman Sachs, Papirfly helps brands scale creativity without losing control. Built on a modular SaaS framework, it connects asset storage, brand governance, and content production in one intuitive ecosystem. As part of the Papirfly Group—with Keepeek, Brandpad, and Adgistics—Papirfly continues to innovate for marketing teams that demand efficiency, consistency, and global brand excellence.

Your first-party data can be used to unlock its full potential. D&B Connect is a self-service, customizable master data management solution that can scale. D&B Connect's family of products can help you eliminate data silos and bring all your data together. Our database contains hundreds of millions records that can be used to enrich, cleanse, and benchmark your data. This creates a single, interconnected source of truth that empowers teams to make better business decisions. With data you can trust, you can drive growth and lower risk. Your sales and marketing teams will be able to align territories with a complete view of account relationships if they have a solid data foundation. Reduce internal conflict and confusion caused by incomplete or poor data. Segmentation and targeting should be strengthened. Personalization and quality of marketing-sourced leads can be improved. Increase accuracy in reporting and ROI analysis.