Alternatives to Creatio

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.

BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link. Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more. With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact. Be part of the future of networking—powered by Popl.

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.

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

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

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

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.

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.

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.

Low-code platform for business automation. Automate corporate processes, build custom-built CRMs and deliver business apps with 3x the speed and less programming. Integrate BPM & RPA without programming. Your day-to-day operations will be more efficient. Automate your back-office and front-office processes quickly and easily. The Low-code platform makes it easy to create business apps faster and easier with less coding. Software robots can seamlessly integrate existing IT systems. Automate repetitive tasks like data validation, document scanning and filling out screen forms. RPA will reduce the repetitive tasks of your employees and increase your business efficiency.

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.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

A highly sophisticated and exceptionally elastic, all-in-one platform, designed to uniquely address the specific needs of vertical or custom markets. The platform focuses on 4 main technological areas. •Low-code App Development. With Comidor Low-Code App Designer, users with no coding knowledge create from scratch an application following some simple steps. •Hyper-automation. With Comidor, you can map, and design all the process steps of a workflow, and make your processes smart with a combination of intelligent automation technologies. •Application marketplace. Through this environment, users can explore a wide variety of ready-to-use business apps suitable for every business need, download them, and thus extend the functionality of Comidor. •Digital workplace, which is a modern digital environment where users perform their daily activities. You can create your own custom dashboard, add interactive tiles, and widgets and track your daily work from the systemic notifications.

Kianda is a platform for no-code development that empowers citizen developers, business users, and knowledge workers to take charge of digital transformation. No longer do you have to wait for months or even years to implement a new system. You can build and deliver applications and end-to-end business processes quicker and more cost-effectively than coding. With no-code development, any idea can be turned into real-life solutions. Create intuitive forms, processes, and reporting dashboards that integrate with your existing IT systems quickly and easily. What is No-Code Development? Low-code and no code development have seen an exponential increase in popularity due to the need to reduce software development cycles and simplify them. No-code platforms let users focus on creating business applications using prebuilt components, rules, and actions rather than developing everything from scratch.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Powerful cloud BPM and Workflow suite, made easy and friendly. Flokzu is a SaaS that uses no-code or low-code to automate business processes. It facilitates collaboration between people working on different tasks within an organization or team. It allows you to search for every form, document, or file in one place, manage pending tasks and create alerts. You can also integrate with other systems without the need for complicated spreadsheets or endless emails. Flokzu was created as a spin-off from a company with +18 year experience in corporate Business Process Management (BPM). It has received several international awards. We felt that the market needed a cloud-based solution that was powerful, yet affordable. We wanted to make process automation more accessible. We designed a tool that is powerful enough to manage complex business processes, but easy to use and shows results in hours. Join +140 countries to join +10.000 subscribers!

A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

Inception CRM is an innovative sales and customer management solution for Life Science sales teams, supporting medical and pharmacy representives remotely and in the field. Delivered SaaS via native applications for iOS, iPadOS, Android and Windows, Inception CRM enables holistic customer relationships through a robust approach to customer data management and segmentation, with targeting based on real sales potential and priorities. Inception CRM supports complete time, activity and cycle plan management, and enables management of pharmacy orders, samples, and expenses. Built-in closed loop marketing, media sharing, and remote detailing features enhance the effectiveness of face-to-face and remote calls. Intuitive KPI dashboards and reports keep users and stakeholders aligned and maintain transparency across the sales organization. Inception CRM offers many prebuilt templates and workflows, ideal for clients of various sizes and orientation, and can be easily extended to support custom workflows and business processes on demand.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

OpenText Process Automation is a powerful low-code development platform for building and managing business process automation and dynamic case management solutions tailored to evolving customer, employee, and partner demands. It accelerates application development by leveraging intuitive drag-and-drop tools, reusable building blocks, and pre-built accelerators, cutting down time-to-market and development expenses. The platform seamlessly connects and orchestrates data flows across various enterprise systems, enabling end-to-end automation and more efficient workflows. With embedded business intelligence, users gain real-time, actionable insights through customizable reports that simplify decision-making. The solution supports collaborative development, allowing business experts and developers to work together and increase agility. Its cloud-native architecture offers deployment flexibility on-premises, hybrid, or fully in the cloud, adapting to organizational strategies. OpenText Process Automation also includes mobile-first design principles, empowering users to access and manage workflows from any device. It integrates easily with enterprise content management and robotic process automation tools to deliver comprehensive process optimization.

Nordstar SDX: The Future of CPG Sales, Distribution, and Logistics Nordstar SDX is a next-generation SaaS solution designed to transform sales, distribution, and logistics operations for the Consumer-Packaged Goods (CPG) industry. It provides an AI-powered, end-to-end integrated platform that automates workflows, enhances operational efficiency, and optimizes inventory management, trade promotions, route planning, and B2B e-commerce.

sterlo, an Enterprise No-Code Platform, allows users to create Web and Mobile Apps in a code-free setting. Designed to empower companies of all sizes and across different industries, sterlo provides unparalleled freedom and flexibility in building fully-functional applications. sterlo has a variety of features including secure authentication, custom data connection, document management system and communication management. sterlo is a digital transformation platform that facilitates digital transformation in a meaningful way and changes the way applications are developed around the world.

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

FYNXT was founded in 2015. It is a fintech company that offers a low-code, modular platform for multiasset brokers as well as integrated services to banks, brokers and fintech companies. ISMS-certified organization registered as an accredited FINTECH with the Monetary Authority of Singapore. FYNXT's low code platform provides multi-asset broker with a purpose-built digital back office. It features simple drag-and drop options for adding and removing modules and configurations based upon business and regulatory requirements. The platform supports true multiassets (FXCFD's and crypto's as well as F&O equities and mutual funds). It supports a wide range regulatory requirements and is unique in its laser-focused focus on user experience. It provides tools to optimize client, partner, internal, sales, marketing, and other operations.

Convertigo is the first open source Enterprise Grade Low Code / No Code platform to accelerate your Enterprise digitalization for reasonable costs. Dream an App, Make an App! Imagine you can make any app you want. From simple handy workforce apps to Enterprise grade multi-device transactional applications helping companies to accelerate their business. Enjoy Open Source! This means that you can use Convertigo Community Edition Free of Charge. Open Source also solves the Vendor Lock-in paradigm by allowing you to quit the platform and still enjoy running your apps. Reduce by 90% time and money needed to build and deploy business applications running on all type of devices such as smartphones, tablets and PCs whatever operating systems they are running on. Get live sooner! Convertigo Low Code platform application development makes your Enterprise to get business success more efficient, delivering complete applications, similar to Pro Code but faster and cheaper.

ShareCRM is an all-encompassing CRM platform enhanced by AI that effectively merges marketing, sales, and service functions to foster business expansion. Established in 2011, this platform has gained the trust of companies globally, offering a cohesive business environment that consolidates customer information, facilitates team collaboration, and streamlines operational workflows within a single, adaptable interface. By leveraging this unified approach, organizations can better understand their customers and enhance overall efficiencies.

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.

An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Infer is a SaaS platform utilizing artificial intelligence, seamlessly integrated with various MarTech solutions for advanced predictive lead and account scoring, as well as managing highly segmented profiles. By pinpointing your most promising prospects, you can create ultra-targeted segments and personalize outreach on a large scale, leading to a substantial boost in conversion rates. The platform offers predictive lead scoring and profile management features designed to enhance and expand your sales and marketing operations efficiently. It allows for the real-time scoring of significant volumes of inbound leads, contacts, and accounts, ultimately increasing ROI by refining MQLs and directing sales efforts toward leads and accounts with the highest revenue potential. Moreover, it facilitates the appropriate and equitable distribution of leads among sales teams, while also evaluating campaign effectiveness by market segment to drive continuous improvement in targeting and segmentation strategies. By leveraging these capabilities, businesses can ensure they are not only identifying valuable prospects but also maximizing their outreach efforts effectively.

A Salesforce AI app for B2B sales. It increases win rates, lowers sales costs, and improves Salesforce adoption. SalesChoice, the most comprehensive and easy-to-use AI insights platform for sales analytics, has won 17 industry leadership awards. It promises to end revenue uncertainty for B2B sales teams and inefficiency by providing AI insights that are simple and intuitive. - The easiest to use: These game-changing insights are right in your CRM. They are so easy to understand that they don't require any training. SalesChoice is the most comprehensive: Only SalesChoice provides all the essential views, next-step best actions, and other information that you need to guide your sales team through your entire revenue operation. "SalesChoice targets the best opportunities that are likely win & avoids deals that have low chances of closing." - 2020 sales mastery AI for sales solutions guide

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.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

Create meticulously targeted lead lists of your ideal eCommerce clients, all sourced from a comprehensive database containing 6.5 million companies. This includes every significant active eCommerce business and direct-to-consumer (D2C) brand, eliminating irrelevant non-commerce entries. With over 50 attributes at your disposal, gain deep insights into their eCommerce business models. For the past five years, we have focused solely on the eCommerce sector, ensuring our timely investments equip you with all the DTC leads necessary to supercharge your demand generation efforts. Brands and retailers are categorized based on their physical store presence, allowing you to even search for brands available on other retailers' platforms. Outdated data can hinder your campaigns' success, but PipeCandy refreshes its data monthly to keep it relevant. Fortunately, we maintain an up-to-date dataset as well. You can create eCommerce lead lists tailored to any essential segment for your SaaS enterprise, ensuring you can distinguish valuable eCommerce leads from irrelevant contacts in your CRM system. This targeted approach enables you to maximize your marketing efficiency and drive better results.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.