Compare Onyx Platform vs. SEI CRM

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

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.

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.

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.

DialedIn is a cloud-based call center software built for teams that demand reliability, performance, and control at scale. It streamlines operations with intelligent tools that simplify call management, optimize agent workflows, and improve customer experiences. Rather than adding layers of complexity, DialedIn provides a flexible, scalable system that reduces wasted time and helps contact centers operate more efficiently. From inbound and outbound calling to blended environments, DialedIn is engineered to adapt to evolving business needs while maintaining compliance and uptime. • Intelligent Call Routing: Matches each customer with the right agent to improve satisfaction and better balance workloads. • Proven Dial Strategies: Leverages advanced algorithms to enhance contact rates and reduce downtime. • Customizable Tools: Adapts to your specific operational needs, ensuring that the technology works for you, not the other way around. • 100% US-Based Support: Offers comprehensive support, including technical and account management, ensuring maximum utilization of the dialer. • CleanCallerID™: An innovative feature that monitors and swaps out DIDs tagged as SPAM/SCAM by carriers with fresh DIDs automatically, ensuring uninterrupted customer interaction. With built-in analytics, reporting, and automation features, supervisors gain full visibility into agent performance and call outcomes, allowing for smarter decision-making and stronger ROI. DialedIn is not only designed to maximize live connections but also to keep agents connected with customers through secure, dependable, and user-friendly technology. By removing friction from daily operations, DialedIn empowers contact centers of all sizes to focus less on manual processes and more on delivering excellence.

net2phone is an AI-powered business communication platform for companies serious about customer experience. Trusted by 500,000+ users and backed by 30+ years of experience, net2phone eliminates the friction of scattered channels and disconnected tools, so every conversation drives retention and growth. Communication breaks down when channels are scattered and tools do not talk to each other. net2phone solves this with a connected business VoIP and unified communications platform built for teams that cannot afford dropped context or slow resolutions. Unite, net2phone's unified communications solution, brings voice, messaging, video, and chat into a single place, with call and video recording, transcription, sentiment analysis on voice calls, automated action item tracking, and AI-generated follow-up emails. AI Agent handles inquiries and completes workflows on its own, answering questions, resolving support cases, scheduling, and managing returns across phone and chat, in 30+ languages, with seamless handoff to human agents when needed. Coach AI analyzes 100% of voice, video, and text interactions, giving managers full visibility into team performance with sentiment analysis, call summaries, and coaching recommendations by user or department. uContact, net2phone's omnichannel contact center, gives high-volume sales and support teams the automation, AI-driven routing, and real-time dashboards they need to deliver consistent customer experiences at scale. Every net2phone solution connects to the tools businesses already use, with a drag-and-drop workflow builder for automating processes without writing code, backed by enterprise-grade security and expert guidance at every step, from setup to integration to ongoing optimization.

Bigly Sales is an AI outbound calling platform that combines voice automation, telephony infrastructure, compliance controls, CRM connectivity, and campaign management in a fully managed service. The company handles number purchasing and management, carrier registration, whitelisting, spam monitoring, local presence dialing, and other infrastructure required to launch outbound calling campaigns. Compliance features are designed to enforce federal and state calling requirements before a call is placed rather than relying only on after-the-fact reporting. Bigly supports opt-out suppression, dialing-window restrictions, state-specific rules, consent workflows, and other TCPA-related controls at the system level. Its AI calling agents can contact new leads, conduct qualification conversations, schedule appointments, transfer qualified prospects, trigger follow-up messages, send payment links, and perform other sales actions. Call data can be pushed into CRM and API-connected systems so teams do not have to manually record transcripts, dispositions, qualification answers, or conversion outcomes. Reporting covers total calls, answer rates, lead-source performance, successful and unsuccessful dispositions, live transfers, appointments, SMS events, contracts, and payments. Bigly also continuously monitors campaign performance and adjusts prompts and qualification logic over time to improve results. The platform is used across industries including B2B SaaS, financial services, insurance, healthcare, home services, real estate, lending, education, telecom, ecommerce, dealerships, and professional services.

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.