Compare FPX vs. Steve the Clerk

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

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.

SaaSify is an agentic Cloud GTM platform that runs the entire marketplace motion for AWS, Azure, and Google Cloud on one system instead of three separate ones. Its agents draft and file listings in about 90 minutes, move private offers straight through Salesforce or HubSpot, and find and file co-sell opportunities to hyperscaler partner portals automatically, with sync running both ways in real time. Funding requests move through that same pipeline end to end, so committed AWS, Azure, and GCP dollars actually get captured instead of lapsing unused. Hyperscaler experts back every account, working alongside customer teams on FTR approvals, certifications, and quarterly program changes. Revenue, usage, billing, and payout data land in a single source of truth per cloud. More than 500 ISVs run their marketplace motion through SaaSify, managing over $5B in revenue with a 4.9-star rating on G2.

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.

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.

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

P3Source is a cost-effective, and user-friendly print procurement and resale platform, meticulously designed for corporate, educational, and non-profit print buyers. P3Source also offers features for brokers, print management firms, inplants and print manufacturers to manage and resell work. Crafted by industry-savvy print enthusiasts, P3Source operates as an efficient print procurement management system, revitalizing the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. As a project management hub, P3Source capably handles dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. P3source's web portals tie together the supply chain. Customers can submit requests, approve projects and upload production files. Suppliers can effortlessly submit quotes, accept orders, post shipment data, and even present their invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

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.