Alternatives to Attio

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.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

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.

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.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

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.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

Software platform used by venture capitalists, investment bankers and funding consultants to raise capital. It includes a database of 227,000 investors that can be searched, a CRM for managing the deal pipeline, Pitch Deck hosting, Investor Updates, and Email tools to manage investor outreach, as well as a Virtual Data Room for due diligence. Companies have raised $17 Billion through this platform.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Twenty is an innovative open-source customer relationship management (CRM) platform that serves as a contemporary alternative to conventional solutions like Salesforce. Released under the GNU General Public License (GPL), it empowers users to take control of the software and tailor it to their specific business demands. Among its standout features are contact management, opportunity tracking, task creation, and a timeline view for documenting notes and activities. With a strong focus on simplicity and ease of use, the platform integrates keyboard shortcuts and search capabilities to enhance navigation efficiency. Additionally, a vibrant community of developers supports Twenty, fostering collaboration and ongoing enhancements, ensuring the CRM adapts to meet the evolving needs of its users. This commitment to user-driven development makes Twenty a compelling choice for businesses seeking a flexible CRM solution.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.

Gain comprehensive insights into Nordic and Dutch enterprises within your CRM, complete with alerts and action triggers. Vainu aggregates raw data from millions of both public and private sources, consolidating it to deliver detailed, trustworthy, and actionable company insights. Additionally, Vainu keeps you updated with the latest news regarding companies and highlights those most likely to become your clients. It seamlessly integrates with the tools utilized by sales and marketing teams, automating their manual tasks for increased efficiency. This system empowers teams to adopt a more strategic approach, yielding improved outcomes by supplying pertinent data where it’s needed most. With precise company information driving your business operations, you can enhance conversion rates and secure more deals. Enrich your database with exhaustive company profiles, forming a foundation for advanced lead scoring and strategic initiatives. Ensure your pipeline remains filled with ideal prospects while monitoring target accounts for potential sales opportunities, ultimately saving time and effort by eliminating manual data entry tasks. By leveraging Vainu’s capabilities, organizations can significantly streamline their processes and optimize their sales strategies for greater success.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

TurboDemo employs a smart capturing method to produce individual screenshots that can be transformed into editable slides, with automatic replication of mouse movements. Users can export their projects in multiple formats suitable for the Internet, Intranet, or even for distribution on CDs. Remarkably, the generated files are quite compact, averaging around 0.1 MB for every minute of playback. This software enables the creation of visually appealing marketing and sales presentations in Flash and other formats. Whether you're looking to create videos, animated demonstrations, or engaging e-learning tutorials, the balesio Screen Capturing Suite provides innovative options and presents the perfect software solution tailored to each unique scenario. Additionally, its versatility makes it a valuable tool for professionals across various industries.

Since its inception in 2005, ProFundCom has established itself as the premier Digital Marketing Platform tailored specifically for Hedge Funds. Our services extend to Asset Managers, Wealth Managers, and Private Equity firms as well. With our dynamic email marketing platform, you can create eye-catching campaigns and guarantee their successful delivery. By incorporating automation aligned with your workflows, you can significantly enhance operational efficiency. Our sophisticated reporting tools help increase and maintain Assets under Management (AuM). Moreover, our comprehensive event management platform guarantees smooth event execution while boosting participant turnout. Gain valuable insights into the performance of your campaigns across all digital channels. Email marketing remains a crucial aspect of engaging with both potential and existing investors. Specifically crafted for the financial services sector, ProFundCom provides an email marketing platform that not only ensures your communications reach their recipients but also offers advanced reporting capabilities that generic providers cannot match. In this competitive landscape, leveraging our innovative solutions can give you a significant edge.

We enhance the commercial operations of the nation's most rapidly expanding companies. In Brazil, these leading firms depend on Exact Sales for their commercial management needs. Exact Sales merges a unique methodology with cutting-edge software solutions. The primary objective is to boost sales, improve value delivery, and drive revenue growth. By streamlining the customer journey, we ensure that leads are efficiently qualified during the Presales phase. Our approach harnesses Big Data to create targeted lead lists, allowing for precise segmentation and more effective prospecting aimed at identifying the ideal contacts. This results in heightened productivity for the sales team through structured email communications and prospecting workflows, facilitating the progression of leads through the sales funnel across various channels. Additionally, we utilize dynamic approach scripts to pinpoint business challenges and evaluate lead readiness while implementing advanced machine learning and Boolean logic for enhanced segmentation. Our innovative strategies empower sales teams to make informed decisions and ultimately achieve greater success in their outreach efforts.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

Software sales can be difficult enough. Don't let bad data or generic demos stop you from closing deals. You can easily create amazing, hyper-personalized demos for your entire sales team. You can create hyper-personalized demos for any industry, buyer segment or pain point. This will allow you to convert more sales demos into closed wins. Make your team feel at ease to prevent bad demo data and new environments ruining your demo. Your software should be presented in its best light. Demonstrating your software's strengths and not its weaknesses with data-complete demo environments will help you to show them off. To best meet buyer needs, personalize every element of your demo environment. You can create data-complete demos right in your own environment. You have complete control over graphs and text as well as images, tables, images, icons, and text. It can be deployed in seconds, with no coding needed. Sales engineers should focus on selling software and not spending hours setting up demo environments. Your solutions consultants can create a custom demo in minutes.

Omedym revolutionizes the conventional ‘analog’ demo, typically showcased late in the sales process, by creating a comprehensive digital demo experience that integrates seamlessly throughout the entire sales and purchasing journey. This innovative solution empowers both pre-sales and sales teams to connect with modern buyers in a way that aligns with their digital preferences, effectively shortening the sales cycle while minimizing repetitive low-value tasks and broadening potential sales opportunities. By pioneering searchable video demo technology, Omedym allows users to simply upload their demo content onto its platform, where each video is processed and meticulously indexed for every spoken word, ensuring complete searchability. Subsequently, the Omedym platform showcases these videos through portals on your current website and via exclusive private portal invitations. Buyers can easily search for specific topics that interest them, leading them directly to the precise moments in the demos where those topics are discussed. As a result, Omedym not only enhances the buying experience but also ensures that potential clients can access valuable information efficiently.

Rethink how your sales and pre-sales teams find up-to date information and provide accurate responses based on company knowledge. Our AI assistant will help you respond to Infosec questionnaires and vendor assessments, as well as RFPs and other forms of communication, 10x faster. You can customize your responses to the industry, region and more of your client. Modify the length and tone of your answers to ensure brand compliance. Customize existing content using our 'AI Rewrite" feature. You'll never need to send a pre-written response again. Stop switching between apps to find information and answers. SiftHub is easy to use and familiar because you can access it from your tooling ecosystem. Our platform adheres strictly to the permissions set by the source application. Our results are updated instantly when permissions are changed.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

Product and engineering teams focus on developing features that serve actual customer needs, where a feature that requires 15 minutes to set up but delights a customer for five years is considered a worthwhile investment. Conversely, sales and marketing teams face the challenge of demonstrating the product's value without requiring a lengthy setup, as potential clients want to experience immediate “ah-ha” moments. Furthermore, these teams often lack the engineering resources necessary to create or sustain a tailored demo version of the product, which can lead to the risk of an unreliable demo environment. To address this issue, you can quickly establish a secure sandbox for your sales representatives without needing developer assistance. This solution allows you to highlight the distinctive aspects of your application, showcasing its inherent interactivity to both prospects and current customers. By bringing your product narrative to life, the Reprise platform empowers you to modify, personalize, and anonymize your data effortlessly. Additionally, it enables you to consistently standardize the demo flow and communication strategies for your sales team, ensuring a cohesive and effective presentation. With these tools, your sales efforts can become more efficient and impactful.

Many teams struggle with delivering impressive demonstrations. Demoleap assists your sales representatives in real time, enabling them to captivate potential clients and secure additional contracts. Empowering each team member to conduct high-impact demos enhances overall performance. This allows for the proficient presentation and discussion of products throughout your organization. You can select the appropriate demonstration to engage and qualify new prospects in a more authentic manner. By confidently showcasing your product, you can gauge interest, foster alignment, and accelerate the sales process. Scale your efforts to support the most crucial deals with tailored demonstrations, eliminating the need for extensive training periods. It becomes easy to inform and inspire customers about both new and advanced features. Our user-friendly, no-code platform allows you to develop demo playbooks in just minutes, ensuring that every sales representative is equipped and ready to perform sooner than you ever thought possible. This not only boosts team morale but also significantly enhances customer engagement.

Vivun delivers the world's most advanced AI teammate for sales teams - one who automates the critical work required to move complex deals forward. By providing expertise and generating sales-ready outputs that help every rep engage stakeholders, build value, and drive urgency, Vivun empowers sales teams to close more deals, faster. At the heart of every Vivun Agent is Agent Intelligence—our proprietary architecture that enables AI to think, act, and improve like a real member of your team.

Elevate your EPM reporting from being mundane to providing engaging insights for C-level executives. Is your current EPM reporting tailored specifically for the finance sector? EPM systems primarily focus on data input and processing rather than effective reporting. Many EPM solutions were originally developed to collect and consolidate data, not to generate comprehensive reports. The built-in reporting features are often too restrictive and lack the flexibility required to adapt to rapidly evolving business demands. Consequently, finance teams struggle to access the crucial data they need to perform their roles efficiently. Standard reporting tools often fall short as they are not specifically designed for finance. Meanwhile, relying on BI tools does not resolve the issue; these tools were not intended to handle multi-dimensional EPM data, which can leave you relying on specialized technical skills. This reliance can create bottlenecks and lead to frustrating delays, trapping you in a loop of static reporting. Many EPM users find themselves resorting to exporting data into spreadsheets to meet their reporting demands—a method that is slow and susceptible to errors, ultimately resulting in inconsistent reports. This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information. Moreover, the quest for more responsive and insightful data solutions has never been more critical in today's fast-paced business environment.

Provide customized demonstrations that foster exploration, enhance relationships, and boost business success. Demostack stands out as the sole solution for demo environments, empowering revenue teams with full control, personalization, and valuable insights into product demonstrations. This allows product teams to concentrate on developing exceptional products rather than handling demo setups. Revenue teams—including sales, marketing, customer success, and partnerships—are equipped to convey compelling product narratives that engage audiences, facilitate discussions, and drive revenue expansion. Relying on a standard demo is insufficient for undecided prospects, and waiting weeks for a tailored presentation is not an option. With Demostack, what typically takes weeks is condensed into mere minutes. Effortlessly edit charts to create impactful, data-driven narratives. Customize text, alter colors, reposition and remove components, and swap out images—all without any coding requirement. Ultimately, curate product narratives that resonate deeply and secure more deals effectively. By streamlining the demo process, teams can significantly enhance their chances of closing sales.