Compare PMAM CRM vs. Workbooks

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.

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.

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.

kama.ai is a Responsible AI Agent platform that gives you an accurate, accountable, and safe AI for your organization. It is used for training, quick source of truth for compliance issues, internal support, customer service, and for specialized communities needs. Unlike generic GenAI tools that create answers probabilistically, kama.ai combines deterministic Knowledge Graph AI with governed Generative AI and Trusted Collections. Trusted Collections is a RAG technology that minimizes generative side hallucinations, while providing a core source for accurate, brand-safe, and a correct information source for AI answers. It lets organizations control what their AI Agents know, where answers come from, and how information is delivered to employees, customers, learners, members, or community users. kama.ai’s platform is designed for situations where answers must be accurate, traceable, brand-safe, and aligned with approved source material. Human experts and Knowledge Managers can curate content, review AI-generated drafts, manage knowledge domains, and improve responses over time. This supports a governed-in-advance approach to AI, rather than relying on after-the-fact correction. kama.ai is especially well suited for knowledge-heavy organizations, training programs, compliance environments, Indigenous and community-focused initiatives, HR support, education, research, and other use cases where trusted information matters. This platform focused on Responsible AI use and delivery, results in safer AI adoption, better knowledge access, reduced repetitive workload, and more consistent support for the people who rely on your organization’s expertise. Think kama.ai for trusted AI, governed knowledge, and answers your organization is willing to stand behind.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Haystack connects every employee of your organization with the people, resources, and information they need to thrive and succeed. Haystack provides employees with a fun, intuitive and informative way to start the day. Custom branding with no-code and a modular layout make it easy to highlight key resources, organizational culture, and knowledge. Haystack's automated multi-channel delivery, combined with actionable analytics, makes it easy for you to reach your employees at the right time and place. Spend less time looking for information and more on achieving your goals. Haystack’s knowledge-sharing features make it easy for employees to get the materials they need, no matter where in the world they are. It can be difficult to stay connected with everyone as teams grow and change. Haystack’s rich employee profiles and company directory make colleagues around the world feel as if they are right across the room.

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

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.

At ROLLER, we help leisure and attractions businesses unlock their full potential and grow with confidence. Trusted by more than 3,000 venues across 30+ countries—including leading brands like Sky Zone, Altitude, American Dream, Uptown Jungle, Flip Out, Oxygen, Innoflate, and Jumpsquare—we bring deep expertise in the unique needs of the attractions industry. From family entertainment centers and trampoline parks to water parks, zoos, aquariums, and children’s museums, ROLLER supports a wide range of venue types. Our all-in-one, cloud-based platform is designed to simplify operations and maximize revenue. With integrated tools for ticketing, point of sale, memberships, payments, and digital waivers, ROLLER enables operators to streamline workflows, improve the guest experience, and make smarter business decisions—all from a single system.

The leading golf course software. Lightspeed is the golf course management software used by more than 2000 golf clubs worldwide. It is supported by a team of golfers who are passionate about golf. Lightspeed gives you the peace of mind that comes with being able manage your entire facility on a single platform. The industry's most advanced tee-sheet will help you run your business like a professional. Lightspeed is the industry's most powerful cloud-based golf course management and tee sheet software. All from one system, and more efficiently than ever. Modernize your pro-shop and improve customer service by using a POS system that is tailored for golf retail. It's also fully integrated with your tee-sheet. You can run your pro-shop from anywhere, on any device.