Compare Exceed.ai vs. Truebase

Enhance your business operations with a 24/7 AI Sales Development Representative, allowing you to tap into your total addressable market more swiftly and grow your team in real-time without the stress of recruitment. Experience accelerated growth as you automatically source high-quality leads daily, while engaging a larger pool of prospects through tailored messaging. Streamline every aspect of your outreach process, from identifying and researching potential clients to crafting personalized communications and scheduling meetings. With access to every buyer globally in real-time, Alice effectively prioritizes and connects you with your ideal customers, focusing solely on companies currently in need of your solution. She delivers prospect insights that are specifically tailored to your business, facilitating outreach that is highly customized and driven by AI-enhanced research. Alice’s ability to hyper-personalize outreach surpasses human effectiveness, leading to improved conversion rates due to this meticulous approach. Additionally, she automates follow-up communications, ensuring a steady engagement with prospects throughout the entire outreach journey. Ultimately, this innovative solution not only saves time but also drives meaningful relationships with potential clients.

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.

Bigly Sales runs AI outbound and inbound calling as a managed service. Its AI voice agents call new and aged leads, qualify them against your criteria, live-transfer interested prospects to your team, book appointments, and answer inbound calls 24/7, with every disposition, transcript and recording written back to your CRM. Bigly's team builds the campaign for you. Scripts are written with Claude, ChatGPT and other leading LLMs, and the platform tests script versions on live calls and keeps the best performer. Bigly also handles phone-number procurement, carrier registration, more than 200 whitelisted local-presence lines, spam monitoring and call routing. Before every dial, the system checks consent, suppression and DNC lists, known TCPA litigants, and state and federal calling rules and quiet hours. The reporting dashboard measures success rate per lead, cost per live transfer and cost per human contact, and breaks the dial-to-transfer funnel into each stage, including transfers lost to an unanswered buffer or a carrier error. Lead sources, whether real-time API vendors or uploaded call lists, are ranked side by side by success rate and cost. An hour-by-hour chart shows when leads convert. With the Bigly Sales MCP server, customers can manage campaigns from Claude or ChatGPT: push a list into an active campaign, check minute usage, pull transcripts, or ask which leads want a demo. Customers use it for lead reactivation, speed-to-lead follow-up, appointment setting, inbound answering and warm transfers in insurance, lending, home services, legal and fundraising. It integrates with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel and other CRMs, and plans start at $99 a month, billed in minutes.

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

ActiveCampaign is an autonomous marketing platform that revolutionizes the workflows of marketers, agencies, and entrepreneurs. The platform powers forms, landing pages, email, SMS, WhatsApp, automation, and a CRM, as well as the ability to integrate with over 1000 applications. With Active Intelligence, it's easy to create personalized, engaging, data-driven marketing campaigns. Other platforms focus on reporting past failures; ActiveCampaign’s Active Intelligence swiftly flags potential problems and creates opportunities proactively. Predictive insights and goal-driven AI agents replace dashboards and guesswork. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability. That means you can act on insights faster, easily streamline processes, and drive growth for your business. By combining a user-friendly interface with a comprehensive suite of features, the platform is powerful, accessible, and designed to scale with your business. It's easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors.

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

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.

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month.

Extole is the enterprise offer management platform powering personalized incentive programs at scale for B2C brands. Highly configurable and AI-accessible, Extole fits how your team already works. Marketers build offer programs that motivate customers across the customer lifecycle, product teams can orchestrate digital and real-world experiences that drive engagement and growth, and developers pull Extole's journey management, rules, real-time rewards, and AI into their own systems as ready-to-use services. Behind every offer, Extole combines real-time audience and event data with enterprise-grade infrastructure so your offers are reliable, secure, and easy to support and audit. Leading brands across retail, financial services, telecommunications, and home services trust Extole to power referral, loyalty, promotional, lifecycle, and engagement programs. Build your next offer program with Extole.

Your data warehouse is your source for truth about customer data. Hightouch syncs these data to the tools your business relies on. Your sales, marketing, customer success and customer service teams will have a 360@ view on the customer through the tools they trust. Eliminate tedious data requests. Hightouch operationalizes data warehouses to make analytics real. Better data can drive growth. Personalized campaigns can be run across all channels, including email, push, ads, and social media. You don't need engineering favors to iterate. Improved data can increase revenue. Target leads with custom PQL or MQL models. Sync one view of the customer with your CRM. Better data will prevent churn. Your CS CRMs should have a 360-degree view of your customers. You can use customer data to identify customers at risk. Your data warehouse contains all of your data. Analytics is just the beginning. Hightouch makes your data warehouse operational by empowering you with SQL to sync data to any SaaS platform.