Business Software for Zoho CRM

Sellizer serves as a proposal tracking platform tailored for B2B sales teams, providing insights into the journey of your proposals post-dispatch. You can either create your proposal using the integrated builder or upload an existing PDF file. Once your document is accessed, you receive comprehensive data: including who viewed it and at what time, the duration spent on individual pages, the sections revisited, and the total number of viewers. The tool's heatmaps and session recordings reveal which parts captured the reader's interest and which sections were overlooked. Additionally, you will be notified via email or SMS the instant your proposal is opened, allowing you to time your follow-up perfectly. With Priority and Engagement scores, ranging from 0 to 100, you can prioritize your leads efficiently, while automated follow-up reminders help maintain engagement with your contacts. Furthermore, Sellizer seamlessly connects with 11 different CRMs, including Pipedrive, HubSpot, and Salesforce, as well as Gmail and Outlook, and allows you to personalize your proposals by incorporating your own logo and subdomain. This combination of features ensures a streamlined and effective sales process for your team.

Odella serves as a platform designed for the creation and oversight of AI Employees that perform tangible tasks within your organization. Teams have the option to either recruit specialized AI Employees from a dedicated marketplace or create their own, linking them to essential business tools, defining explicit roles and responsibilities, scheduling their working hours, and streamlining repetitive tasks through automation. Each AI Employee adapts to understand how your tools, systems, processes, branding, terminology, and operational methods interconnect, subsequently leveraging that understanding to generate outputs tailored to your business needs. These AI Workers accumulate preferences, receive feedback, make decisions, and gather client context, which enhances their performance over time. Every action they take is recorded and can be reviewed, providing transparency through workflow visibility, audit trails, and checkpoints involving human oversight for significant decisions. Additionally, these employees can react to event-driven prompts, manage lengthy tasks in the background, and integrate seamlessly with CRMs, email, Slack, spreadsheets, project management tools, financial systems, bespoke software, and common communication channels. Ultimately, Odella empowers organizations to harness the potential of AI in a structured and effective manner, ensuring continuous improvement and adaptability in their operations.

Oli AI is a conversational AI platform designed for enterprises that enables businesses to automate and enhance customer interactions through both voice and chat channels. With the aid of advanced AI-driven voice and chat agents, Oli AI caters to a variety of applications such as customer support, lead engagement, debt collections, appointment notifications, follow-up communications, and multilingual interactions. Specifically tailored for high-demand enterprise settings, Oli AI empowers organizations to boost operational efficiency, expand engagement capabilities, and provide uniform customer experiences while avoiding the need to proportionately increase team sizes. The platform effectively serves a diverse range of industries, including Banking, Financial Services and Insurance (BFSI), Non-Banking Financial Companies (NBFC), insurance, healthcare, retail, e-commerce, educational technology (EdTech), logistics, and travel, showcasing its versatility and adaptability in meeting different business needs. By leveraging Oli AI, companies can significantly streamline their processes and enhance overall customer satisfaction.

CallPal provides sales teams with an advanced dialer that enhances their existing CRM capabilities. Representatives can easily initiate calls directly from a contact record or engage with a pre-saved campaign, ensuring that each call is automatically recorded and linked back to the corresponding CRM entry—either as a native call activity where supported or as a note when it is not. This system seamlessly integrates with CRMs that larger calling solutions often overlook, including Attio, Close, ActiveCampaign, Capsule, Copper, Insightly, Nimble, and Less Annoying CRM, along with options for importing from CSV and Excel files. CallPal operates on a bring-your-own-carrier model, allowing organizations to connect their own SIP trunk, which means calls are charged at the carrier's rates without any resale or markup by CallPal. This ensures that all numbers remain under the organization’s control, and every call displays a company number, protecting the personal lines of individual representatives. Managers have access to detailed analytics for each sales rep, along with the ability to listen in, provide guidance, or intervene in live calls as needed. Additionally, all call recordings are securely encrypted and stored according to a retention policy that each organization can customize. Tailored for outbound communications, CallPal does not support inbound routing, IVR systems, or predictive dialing, making it a straightforward solution for focused sales efforts. This streamlined approach allows teams to maximize their efficiency while maintaining a clear separation between personal and professional communications.

Refybe is an innovative platform for B2B marketing that empowers teams to create gamified campaigns with ease, eliminating the need for any coding skills. With a diverse collection of over 60 hyper-casual games—including engaging formats like spin-the-wheel, quizzes, and arcade-style activities such as basketball shootouts and maze challenges—brands can effectively transform passive visitors into active participants and valuable leads. Notable features include: - More than 60 customizable game templates that can be seamlessly integrated into any website via iframe, ensuring a fully branded experience. - An AI-driven game builder named "Fybe," which allows users to generate and tailor games through natural-language interactions, significantly reducing development time from several days to mere minutes. - Support for multi-locale campaigns across over 13 markets, complete with detection of user time zones and countries for tailored experiences. - A comprehensive Campaign Calendar that highlights essential retail and seasonal events in 20 countries, accompanied by automated email reminders to keep participants informed. - Compliance with GDPR regulations for participant data management and consent processes, ensuring privacy and security. - Direct integrations with leading CRM, marketing automation, and ATS platforms to streamline operations and enhance marketing efforts. With these features, Refybe not only enhances user engagement but also drives measurable business results.

VZone is an AI-enhanced fleet management platform designed to centralize vehicle tracking, routing, safety, maintenance, delivery, workforce, and analytics functions. The system includes more than 40 modules covering areas such as GPS tracking, route optimization, trip history, smart alerts, driver behavior, vehicle immobilization, video monitoring, and AI dashcams. Sensor-based capabilities support fuel monitoring, cold-chain temperature tracking, cargo and axle load monitoring, tire pressure, door status, reefer conditions, and CANBUS or OBD diagnostics. Operations teams can use delivery planning, electronic proof of delivery, service monitoring, maintenance reminders, expense management, and customer service tools from the same environment. Driver and field workforce features include identification, communication, attendance tracking, visit logs, task management, shift coordination, and overtime monitoring. Built-in analytics provide dashboards, customizable reports, KPI tracking, scheduled exports, and AI-assisted recommendations for operational decision-making. VZone also includes compliance and security functions such as incident reporting, audit logs, toll monitoring, configurable escalation policies, and controlled vehicle immobilization workflows. ERP and third-party integrations can connect the platform with systems such as SAP, Oracle, Zoho, transportation platforms, sensors, and other business applications. VZone is intended for fleet operators that want a scalable platform for improving transportation efficiency, vehicle safety, maintenance performance, cost control, compliance, and customer service.

The Wave Digital Business Card provides individuals and organizations with a single, dynamic profile for their contact information, useful links, and lead generation capabilities. This profile can be easily shared through various means, such as a QR code, a direct URL, a wallet pass, or an optional NFC-enabled Wave Card. Recipients can access the profile directly in their mobile browser, eliminating the need for any app installation. After sharing, the profiles remain editable, allowing users to update their roles, phone numbers, websites, and campaign links without needing to reprint their business cards. Additionally, teams can maintain uniformity in their cards and profiles through a centralized dashboard, enhancing efficiency and coherence. The Wave Digital Business Card is proudly developed and manufactured in Brisbane, Australia, reflecting local innovation and design. With its user-friendly features and versatility, it stands out as a modern solution for networking and professional interactions.

Bluehubcloud PBX is a cloud phone system hosted in Australia and supported by an Australian team. It brings calls, messaging and meetings onto one platform. Staff use desk phones or the Communicator apps on Windows, macOS, Linux, the web, iPhone and Android, so the business number goes wherever they work. Call handling covers auto-attendants, ring groups, queues, call recording, voicemail to email and local or 1300/1800 numbers, with SIP Protect security. AI Call Assistants pick up the calls nobody is free to answer, Business Insights provides call analytics, and business SMS, contact centre options and managed automations run on the same platform. Add-ons connect it to CRMs such as Salesforce, HubSpot, Zoho, Zendesk and Microsoft Dynamics 365, and to Microsoft Teams calling. Every system is set up by Bluehubcloud and supported from Australia.

Votelly is a cloud-driven VoIP phone system designed for sales, customer support, and various teams that engage with customer calls. It offers local, national, and toll-free virtual phone numbers, along with cloud PBX call flows, IVR menus, business-hours routing, ring groups, call queues, a shared inbox for calls, SMS, and voicemail. Teams have access to powerful tools such as predictive and power dialers, call recording, live transcription, AI-generated summaries, call analytics, wallboards, and agent scorecards to efficiently manage both inbound and outbound communication. Seamless integrations with CRM, helpdesk, and chat platforms ensure that call records and related notes are synchronized, while a REST API and signed webhooks facilitate custom connectivity options. Votelly operates in a web browser as well as desktop and mobile applications, boasting number availability across 118 countries; it targets businesses and contact centers in need of a hosted solution rather than a traditional on-premises phone system. This flexibility allows teams to enhance their communication capabilities and improve customer engagement effectively.

Add to CRM is a Chrome extension designed for B2B sales and prospecting teams, serving as a contact-enrichment tool. It efficiently retrieves business email addresses, phone numbers, job titles, and company information from LinkedIn profiles, Gmail, Outlook, and corporate websites, subsequently delivering enriched contact records to a linked CRM or Google Sheets. Users can customize their CRM field mappings, verify existing records, refresh contacts, and add notes or activities seamlessly. This service integrates with over 29 different CRM products while also offering features for prospect searches. Depending on the chosen subscription level, teams can access additional functionalities such as LinkedIn Sales Navigator enrichment, bulk or automatic direct-message imports, job-change notifications, saved text snippets, and AI-driven message composition. The platform’s REST API provides capabilities for contact and company enrichment, email validation, people searches, CRM updates, event management, and list operations, and is accessible on the Pro plan. These features collectively enhance the efficiency of sales teams, making prospecting and contact management more streamlined and effective.

Contractzy is an innovative platform that leverages artificial intelligence to facilitate every stage of the Contract Lifecycle Management (CLM) process, enabling organizations to efficiently draft, negotiate, sign, store, and monitor contracts all within a single, cohesive workspace. By introducing intelligent automation, it enhances the entire contracting experience, significantly minimizing manual efforts, removing obstacles, and speeding up the approval process. Users benefit from the ability to generate agreements utilizing tailored templates, user-friendly intake forms, versatile fields, and a sophisticated editor that supports real-time collaboration and version control. The platform features a CORA AI assistant that meticulously examines contracts to detect risky provisions, compliance challenges, and other issues, while also producing concise summaries and extracting essential details from PDFs, images, and scanned files. Additionally, the AI-driven obligation management system effectively identifies key deliverables, payment obligations, milestones, renewal conditions, and compliance standards, providing timely alerts to help avoid missed deadlines. This comprehensive approach ensures that businesses not only streamline their contract management but also enhance their overall operational efficiency.

RichAutomate is an online platform designed specifically for businesses utilizing WhatsApp to enhance their customer engagement, marketing efforts, sales processes, and support services. It features a collaborative inbox for teams, the ability to send campaign messages using pre-approved templates, contact labeling, and detailed reports on message delivery and read statuses. Additionally, it offers automated responses through keyword recognition, a visual flow builder for creating automated dialogues, and in-chat forms to streamline interactions. Optional AI capabilities enable the system to respond based on a database of business knowledge and transfer conversations to human representatives when necessary. RichAutomate integrates seamlessly with the Meta WhatsApp Cloud API and provides developer API endpoints, webhooks, and documentation for connections with platforms like Zoho CRM, Razorpay, Google Sheets, Shopify, and WooCommerce. Teams can select between monthly subscription plans or billing based on their usage, and a 14-day trial period is offered for new users. The platform is particularly beneficial for direct-to-consumer (D2C) brands, e-commerce businesses, agencies, and organizations in sectors such as education, healthcare, and finance, all of which rely on effective management of customer interactions via WhatsApp. Ultimately, RichAutomate aims to simplify and enhance the way businesses communicate with their customers through this popular messaging service.

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

SolarDialer is an AI calling agent that turns a business's old, unworked leads into live conversations. Teams upload leads by CSV or API, or sync them from a CRM, and launch campaigns with their own script and objection answers. The agent greets each lead by name, explains who is calling and why, and asks whether they still want help; anyone interested is transferred live to the closer with a short briefing, and anyone who says "not now" gets a callback at the time they choose. Every call is recorded and transcribed with an AI summary. Before each call it checks the lead's local calling hours, holidays, attempt limits and the do-not-call list. It ships with 50+ ready verticals, from roofing, HVAC and home services to insurance, mortgage and real estate, and works with GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Salesforce, Close, Freshsales, Zapier, Make, n8n and a Lead API. Pricing is per minute with no monthly fee, unanswered calls are free, and every account gets $2 of free calls each month.

Leadpipe functions as a web-based platform designed for identifying website visitors and assessing buyer intent, catering specifically to teams involved in sales, marketing, and revenue operations. By utilizing a tracking pixel, it records visitor interactions and transforms relevant sessions into detailed profiles, which include contact information, company insights, traffic sources, and the specific pages accessed. Teams can analyze this activity through a comprehensive dashboard, enabling them to prioritize follow-up actions and seamlessly integrate records or audiences into various tools like CRMs, sales engagement systems, advertising platforms, Slack, and automation workflows. The platform is equipped with connectors for CRM and outreach applications, as well as options for custom workflows through API, webhook, and MCP integrations. Furthermore, agencies are empowered to oversee multiple client accounts while benefiting from white-label reporting features. While person-level identification is accessible for qualifying U.S. traffic, visitors from the EU and UK are identified at the company level instead. Leadpipe operates as a Software as a Service (SaaS) solution and provides a trial period that is limited to seven days or 500 identified profiles, allowing potential users to experience its capabilities firsthand. This trial period helps teams evaluate the platform's effectiveness in enhancing their marketing and sales strategies.

Mach serves as an AI-driven tool designed to enhance prospect research and streamline outbound processes for B2B software sales teams. It assimilates information from a team's website, product documentation, and sanctioned knowledge bases to gain insight into the company's offerings, subsequently conducting research on target accounts and contacts, complete with dated source references. Users have the capability to compile account lists, develop detailed prospect profiles, and formulate tailored initial outreach messages by leveraging contextual company information and recent business developments. The platform features research trails and a review queue, allowing users to examine supporting documentation and refine their drafts prior to making contact. Additionally, Mach integrates smoothly with various sales tools, including CRM systems, email platforms, calendars, LinkedIn, and WhatsApp, based on the active account connections. As a web-based service, it operates on an early-access per-seat model that provides a monthly quota for company research. This tool not only aids in the prospecting process and message construction but also empowers users to make their own sales decisions, ensuring a personalized approach to outreach. Overall, Mach stands out as an essential resource for sales teams aiming to enhance their efficiency and effectiveness in connecting with potential clients.

Referral Rock makes it easy for customers and partners to refer your company, unlocking the hidden potential of your brand. Referral Rock is a top online referral marketing platform. It helps you generate buzz about your brand on social media, email and mobile. Referral Rock is flexible, scalable, user-friendly and offers easy hosted deployment with standard integrations through Zapier, Widget and iFrame. Key features include employee referral management and conversion tracking, affiliate marketing, referral partners list, and referral source tracking.

ContactSPACE is a contact centre software that will revolutionize your customer relationships. Our CallGuides and smart diallers make it easy for agents to do their jobs, increasing productivity and enabling better conversations. Our intuitive graphical dashboard designer and real-time analytics make it easy to achieve your KPI goals. Contact us to discuss a customized solution that suits your organization's needs.

DBxtra offers a cloud-driven solution for business intelligence, reporting, and dashboards, enabling companies to develop and share interactive web reports and dashboards effortlessly. Users are not required to possess any SQL, programming, or web technology skills to effectively create, implement, and oversee ad-hoc reports using DBxtra. The platform comprehensively addresses all reporting requirements. Additionally, potential users can experience DBxtra through a complimentary 30-day trial. This allows businesses to explore its features and functionalities without any commitment.

Delivra stands out as a highly regarded email marketing automation platform relied upon by marketers focused on achieving results. Thanks to its powerful and user-friendly interface, Delivra empowers marketers to guarantee that their communications reach the intended audience precisely when needed. The platform offers a variety of features, including automation tools, a simple drag-and-drop editor, multi-channel drip campaigns, customizable email templates, lead notifications, comprehensive analytics, seamless integrations, and additional functionalities to enhance marketing efforts. With Delivra, marketers can streamline their campaigns and improve engagement effectively.

Our custom VoIP solution allows you to connect with your clients from any location around the globe. Say goodbye to high hardware expenses and the burden of multiple line rentals each month. Whether you are working from home or in the office, our cloud-based communication platform is always available, ensuring you stay connected at all times. In today's world, having a communication system that is both adaptable and easily accessible is crucial. As remote work continues to grow, traditional hardware becomes increasingly expensive and less effective compared to a VoIP system. No matter where you or your team members decide to work—be it at home or in the workplace—our innovative system offers not only flexibility but also a variety of communication options to engage with your clients effectively, enhancing your overall business operations. With this approach, you can streamline communication while ensuring that your team remains productive and responsive.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

MYOB Business is a robust cloud-driven software solution aimed at enhancing the financial and operational efficiency of small to medium-sized enterprises (SMEs). This platform encompasses an array of functionalities, such as invoicing, expense tracking, payroll management, inventory oversight, and compliance with tax regulations. Through its real-time financial reporting and intuitive dashboards, MYOB Business equips business owners with critical insights necessary for making well-informed choices. The software also facilitates smooth integrations with various banking systems, payment processors, and additional business applications, promoting automation and minimizing manual workloads. Renowned for its adaptability, MYOB Business is designed to support the evolving needs of expanding businesses by offering versatile pricing structures and customizable options tailored to different sectors. Moreover, its user-friendly interface ensures that even those with limited accounting experience can navigate the software with ease.

To design and execute an exceptional marketing automation campaign, it is essential to focus on features that ensure a seamless customer journey, facilitate convenient lead generation, simplify lead management, and ultimately convert leads into satisfied customers. Elevate your marketing efforts and streamline repetitive tasks by mastering marketing automation with Aritic PinPoint, which is supported by our dedicated team of marketing and sales professionals available around the clock. By utilizing Aritic's marketing automation software, you can enhance your marketing strategy through the creation of distinctive automated workflows that engage users across various online platforms, transforming leads into loyal customers. With the support of bi-directional native CRM integration technology, fully leverage the capabilities of an effective marketing automation system to build relationships more swiftly with prospects, leads, and customers alike. Moreover, gain valuable insights by accessing and utilizing detailed performance data through Aritic's comprehensive marketing automation tools, allowing you to continuously refine your strategies and improve results. Investing in these tools not only enhances efficiency but also fosters a deeper understanding of your audience's behavior and preferences.

Experience a powerful yet user-friendly content security and enterprise digital rights management solution. Begin your journey today by utilizing our cloud-based subscription service, or reach out to our team to discover how you can incorporate this system into your business as part of a comprehensive content strategy or workflow. Safeguard all your videos, documents, and images for secure and regulated distribution with Vitrium’s Enterprise Content Security Software. Benefit from top-tier encryption while ensuring effortless access for your users, plus gain valuable insights through comprehensive analytics reports. Your clients, students, or employees will have the convenience of accessing secured content from any device at any time, without the need for additional apps or plug-ins, making it an ideal solution for diverse environments. Embrace a solution that not only enhances security but also streamlines content accessibility.