Compare CampaignerCRM vs. OptifiNow

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.

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

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.

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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

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.

Squaretalk is a powerful contact center solution that transforms how modern sales teams connect with prospects and customers, convert sales opportunities, and grow their operations. It offers AI Voice Agents, omnichannel communication (including voice, WhatsApp messaging, SMS, and email), powerful call-handling features, and affordable scalability without additional complexity or costs. Squaretalk combines powerful communication tools with intelligent automation to help teams work more efficiently and deliver better customer experiences. Advanced call handling, automated transcripts, and sentiment analysis provide greater visibility into every conversation. The built-in contact management system keeps interactions organized and ensures no lead falls through the cracks. Flexible workflows can be customized to match specific operational needs, while advanced reporting tools offer actionable insights into team performance and business outcomes. Internal chat streamlines collaboration through instant communication, simplified mentoring, efficient escalations, and the consolidation of internal and external conversations within a single platform. Backed by enterprise-grade security, Squaretalk ensures that customer data remains protected and compliant. With local numbers in over 150 popular and niche destinations, we enable businesses of all sizes to establish and maintain a local presence, build trust, support their global expansion, and shorten sales cycles. Discover how Squaretalk’s cloud contact center platform can enhance your team’s connection rates and performance.

Enhance your business operations with a 24/7 AI Sales Development Representative, allowing you to tap into your total addressable market more swiftly and grow your team in real-time without the stress of recruitment. Experience accelerated growth as you automatically source high-quality leads daily, while engaging a larger pool of prospects through tailored messaging. Streamline every aspect of your outreach process, from identifying and researching potential clients to crafting personalized communications and scheduling meetings. With access to every buyer globally in real-time, Alice effectively prioritizes and connects you with your ideal customers, focusing solely on companies currently in need of your solution. She delivers prospect insights that are specifically tailored to your business, facilitating outreach that is highly customized and driven by AI-enhanced research. Alice’s ability to hyper-personalize outreach surpasses human effectiveness, leading to improved conversion rates due to this meticulous approach. Additionally, she automates follow-up communications, ensuring a steady engagement with prospects throughout the entire outreach journey. Ultimately, this innovative solution not only saves time but also drives meaningful relationships with potential clients.

D&B Hoovers is a sales intelligence and revenue workflow platform that helps organizations identify, prioritize, and act on buying signals. By combining trusted company and contact data with buyer intent, website engagement insights, trigger events, and AI-powered assistance, D&B Hoovers helps revenue teams uncover opportunities sooner and make more informed decisions throughout the sales cycle.   Built on the Dun & Bradstreet Data Cloud, D&B Hoovers provides comprehensive business intelligence, including company profiles, corporate family structures, decision-maker contacts, industry information, financial insights, company news, and market intelligence. Advanced search and segmentation capabilities allow users to identify high-potential accounts and build targeted prospect lists based on business characteristics, growth indicators, and buying signals.   D&B Hoovers integrates into existing sales and revenue workflows, helping teams reduce research time, prioritize outreach, monitor account activity, and engage buyers with greater relevance. Real-time business triggers and account intelligence help organizations understand changing customer needs, identify opportunities, and focus efforts on the accounts most likely to convert.   Whether supporting prospecting, account planning, pipeline generation, or revenue operations, D&B Hoovers provides the trusted intelligence and contextual insights needed to help teams work more efficiently and drive better business outcomes.