Compare Folio vs. Layerpath

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

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.

Guru is an AI search and knowledge platform that delivers trusted information from your company's scattered docs, apps, and chats the moment you need it without leaving the apps you’re already in. No need to dig for information, Guru’s personalized AI assistant gets you verified/trusted, relevant answers. Guru's AI can turn those answers into an AI-powered knowledge platform to replace your legacy wiki and intranet too. Guru natively integrates with Slack, Google, Microsoft Sharepoint, OneDrive, and Teams, Salesforce, Zendesk, Atlassian Confluence, Atlassian Jira, Dropbox, Box, Google Drive, Asana, HubSpot, ClickUp, GitHub, GitLab, Intercom, ServiceNow, Linear, Front, and more

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

Warehouse-Native Customer Journey Analytics—No Black Boxes. No Limits. Kubit is the leading customer journey analytics platform, built for product, data, and marketing teams who need self-service insights, real-time visibility, and full control of their data—all without engineering dependencies or vendor lock-in. Unlike traditional analytics tools, Kubit is warehouse-native, enabling you to analyze user behavior directly in your cloud data platform (Snowflake, BigQuery, or Databricks). No data extraction. No hidden algorithms. No black-box logic. With built-in support for funnel analysis, retention, user paths, and cohort exploration, Kubit makes it easy to understand what’s working—and what’s not—across the entire customer journey. Add real-time anomaly detection and exploratory analytics, and you get faster decisions, smarter optimizations, and more engaged users. Top enterprises like Paramount, TelevisaUnivision, and Miro trust Kubit for its flexibility, data governance, and unmatched customer support. Discover the future of customer analytics at kubit.ai

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Looking for a CRM that does more than just manage contacts? SalesNOW CRM is a complete solution that simplifies sales, tracks leads, and boosts productivity across your team. Create stunning proposals and complex quotes that impress clients and help close deals faster. With mobile and web access, you can stay connected and in control wherever you are. What makes SalesNOW different? Unlike other platforms—where 50% of CRM implementations fail—SalesNOW is committed to your success. Our Business Analysts customize the system to fit your needs, while dedicated Account Managers ensure every user is fully trained and ready to maximize its potential. Choose SalesNOW CRM for a tailored, reliable solution that grows with your business and ensures long-term success.