Compare CAKE vs. Upnify CRM

Phonexa is an enterprise-grade marketing automation platform that unifies lead management, call tracking, pay-per-call campaigns, email, SMS, accounting, compliance, and more. Designed for performance marketers and enterprise brands, Phonexa streamlines how businesses capture, manage, validate, and distribute leads and calls at scale. At the core of Phonexa’s ecosystem are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Each solution is enhanced by automation, real-time analytics, and data-driven decision-making, ensuring every lead and call delivers measurable impact and higher ROI. Serving industries like finance, insurance, and home services, Phonexa empowers brands and performance marketers with complete visibility, fraud protection, and compliance management at scale. Its intelligent lead distribution and AI-driven Call Agents enable marketers to convert more qualified leads and achieve measurable business growth.

Referral Factory is the fastest way to launch your referral program or your affiliate program. With our no-code referral program software, you can: 👉 Build your customer referral program in seconds using our AI-powered referral program generator. 👉 Create a fully branded, high-converting affiliate program in just a few clicks 👉 Access our affiliate network of 100 000+ verified affiliates ready to promote your business, at no extra cost. 👉 Integrate with over 3000 apps, including HubSpot, Salesforce, Stripe, Pipedrive, Intercom, Zoho, Zapier, Make and more. 👉 Use webhooks or our API to build a referral program that integrates with your custom-built solutions so you can use the unique workflows you already have. 👉 Promote your program via no-code widgets, pop-ups, QR codes, and automated email campaigns. 👉 Access to 200+ referral rewards and incentives. Vouchers, digital cash cards, PayPal payouts, or donations. Plus, you can issue your own custom rewards through Zapier, Make or a webhook. 👉 View advanced referral analytics to track the ROI of your referral program in real time. Referral Factory is fully GDPR compliant and is SOC 2 and ISO 27001 compliant giving you Enterprise level security on all plans. You also have the option to host your own data for an additional charge. Our referral software is fast, secure, and easy to use. Plans range from $95 to $1 000+ per month, catering to businesses of all sizes. All plans include 24/7 support to help you build, promote, and integrate your referral program with dedicated support on Pro and Enterprise plans. 🏆 Voted the #1 Referral Software by Influencer Marketing Hub and Growth Marketing Pro 🏆

Triple Whale consolidates all metrics from all your tools and puts them in your pocket. We simplify, inform, and save you time. We integrate eCommerce and marketing data from all your favorite apps so you don't have to switch between tabs and apps. All your data can be tracked, tested, and interpreted. Data backing your decisions makes it easier to make informed decisions. AI is being developed to reduce errors and improve your operations across all your tools. You can quickly gain insight into what is working and what isn't, so that you can strategize, optimize, and maximize growth. Get to know all about your customers' spending habits. Forecast and track your most important D2C metrics. You can send daily, weekly, or monthly reports to everyone in the company. You can choose from a template or create your own metrics. Wondering how a 0.5% increase in your conversion rate could affect your profit? Our calculator uses your data for real insight. You can adjust your dashboard to make it work for you and your team. Moby by Triple Whale is an innovative AI-driven data platform designed to help brands and agencies unlock deep marketing insights quickly and efficiently. Its AI agents automatically analyze performance data across marketing channels, identifying trends in creative effectiveness, customer retention, and acquisition strategies. These agents provide precise recommendations on budget allocation to maximize return on investment and offer actionable fixes to increase website conversion rates. Trusted by brands like LSKD, Dixxon Flannel Company, and Porter Media, Moby has demonstrated success in detecting affiliate fraud, slashing reporting time, and boosting ROAS without increasing ad spend.

Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link. Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more. With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact. Be part of the future of networking—powered by Popl.

boberdoo.com is a sophisticated software-as-a-service solution designed for the lead generation industry. boberdoo.com offers lead distribution software, call routing and Ping Tree software. It helps you track, route, bill, and bill all your web leads and phone calls from one platform. Additional features include live calls transfers, lead scoring, form building, internet lead routing, custom filtering options, data science, artificial intelligence for lead buying, feedback capture, ping post, intuitive reporting and SMS lead deliveries.

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.

Podium is a comprehensive AI-driven platform designed to streamline lead management and customer communication for businesses, currently serving more than 100,000 customers. Its flagship feature, the AI Employee, guarantees round-the-clock engagement with leads, enabling faster responses that translate into higher conversion rates and increased sales. Businesses benefit from a unified dashboard that merges calls, texts, payment requests, and bulk messaging to nurture prospects and drive repeat business effectively. Podium’s intelligent automation handles customer inquiries seamlessly across all communication platforms, ensuring consistent and accurate messaging. The company has gained industry acclaim, appearing on Forbes’ Next Billion Dollar Startups, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium enjoys backing from top investors such as Accel, Summit Partners, GV, and Y Combinator. Its platform empowers businesses to build lasting customer relationships through efficient, AI-enhanced communication. Podium continues to innovate, helping companies scale their lead conversion efforts globally.

CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation--resulting in a more personalized customer experience. Find out which marketing campaigns are generating leads or conversions and use that data for automated call flows and to power your contact centre. Our phone, text, online, and live chat tools allow you to unify communications across your organization. CallTrackingMetrics is trusted by more than 100,000 users worldwide to manage communications for their sales, marketing, and service teams. Call tracking features include reliable dynamic numbers insertion (DNI), for session-level attribution, local and toll-free tracking numbers, and omnichannelattribution across calls, texts and form fills. Contact center features include a browser-based softphone and smart routing options.

Klaviyo empowers businesses to create smarter digital relationships by transforming customer data into meaningful, impactful experiences. From email and SMS to web interactions and reviews, Klaviyo makes it easy for B2C brands to engage customers at every touchpoint. Trusted by over 157,000 businesses, Klaviyo helps drive faster, more efficient revenue growth. Klaviyo’s 350+ integrations making getting started easy for marketers. Some key features of the platform include predictive analytics, AI automation, optimized templates, A/B testing, and intuitive segmentation and email flows to ensure marketers are reaching their audience with the right message at the right time. The solution also supports integration with payment processing and point of sale (POS) software solutions, such as Magento, Shopify, and WooCommerce.

Shopify is a comprehensive commerce platform designed for entrepreneurs and enterprises to launch and grow their retail businesses with ease. Users can build fully customized online stores or use pre-built themes, manage inventory, track orders, and accept payments both online and offline through Shopify POS. The platform provides powerful marketing tools like social media integrations, email marketing, and customer insights to boost sales and loyalty. Shopify also enables global selling with localized storefronts, flexible payment options, and efficient shipping solutions. Developers benefit from extensive APIs and tools to create custom apps, themes, and storefronts tailored to unique business needs. Shopify’s checkout experience converts shoppers 15% better than other platforms and supports millions of daily transactions with low latency. Regular feature updates through Shopify Editions keep merchants at the forefront of e-commerce innovation. Overall, Shopify empowers merchants to sell anywhere, anytime, with a trusted and scalable platform.