Compare LevelUp Demo vs. Puffly

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.

Fathom is an AI meeting assistant that helps users capture, summarize, search, and act on meetings with less manual work. The platform creates accurate transcripts, instant summaries, action items, and follow-up notes so users can focus on live conversations instead of taking notes. Fathom supports both traditional meeting capture and bot-free capture through its desktop app. Teams can use Fathom as a shared source of truth across customer calls, internal meetings, strategy sessions, and project conversations. Ask Fathom lets users search across meetings and ask questions about conversations, decisions, commitments, risks, and next steps. The platform also supports topic monitoring so important moments and signals are easier to find. Fathom syncs meeting notes, insights, and action items into tools such as Slack, Salesforce, HubSpot, Notion, Asana, Gmail, Zoom, Google Meet, Microsoft Teams, ChatGPT, Claude, Zapier, and API or MCP workflows. It supports security and compliance needs with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI notetaking, bot-free capture, transcripts, summaries, integrations, search, and workflow automation, Fathom helps teams move from meetings to execution faster.

net2phone is an AI-powered business communication platform for companies serious about customer experience. Trusted by 500,000+ users and backed by 30+ years of experience, net2phone eliminates the friction of scattered channels and disconnected tools, so every conversation drives retention and growth. Communication breaks down when channels are scattered and tools do not talk to each other. net2phone solves this with a connected business VoIP and unified communications platform built for teams that cannot afford dropped context or slow resolutions. Unite, net2phone's unified communications solution, brings voice, messaging, video, and chat into a single place, with call and video recording, transcription, sentiment analysis on voice calls, automated action item tracking, and AI-generated follow-up emails. AI Agent handles inquiries and completes workflows on its own, answering questions, resolving support cases, scheduling, and managing returns across phone and chat, in 30+ languages, with seamless handoff to human agents when needed. Coach AI analyzes 100% of voice, video, and text interactions, giving managers full visibility into team performance with sentiment analysis, call summaries, and coaching recommendations by user or department. uContact, net2phone's omnichannel contact center, gives high-volume sales and support teams the automation, AI-driven routing, and real-time dashboards they need to deliver consistent customer experiences at scale. Every net2phone solution connects to the tools businesses already use, with a drag-and-drop workflow builder for automating processes without writing code, backed by enterprise-grade security and expert guidance at every step, from setup to integration to ongoing optimization.

CoachIQ offers sports coaches a comprehensive platform to manage scheduling, payments, client communication, and session tracking with ease. Beyond these core features, it provides video analysis and media sharing capabilities that let coaches upload athlete clips, add notes or voiceover feedback, and share libraries of drills or game footage for athlete learning. With tools to enhance both in-person and virtual coaching, CoachIQ helps coaches grow their business and deepen engagement. Trusted by top coaches, it simplifies daily operations and supports scaling with professional features.

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.

DialedIn is a cloud-based call center software built for teams that demand reliability, performance, and control at scale. It streamlines operations with intelligent tools that simplify call management, optimize agent workflows, and improve customer experiences. Rather than adding layers of complexity, DialedIn provides a flexible, scalable system that reduces wasted time and helps contact centers operate more efficiently. From inbound and outbound calling to blended environments, DialedIn is engineered to adapt to evolving business needs while maintaining compliance and uptime. • Intelligent Call Routing: Matches each customer with the right agent to improve satisfaction and better balance workloads. • Proven Dial Strategies: Leverages advanced algorithms to enhance contact rates and reduce downtime. • Customizable Tools: Adapts to your specific operational needs, ensuring that the technology works for you, not the other way around. • 100% US-Based Support: Offers comprehensive support, including technical and account management, ensuring maximum utilization of the dialer. • CleanCallerID™: An innovative feature that monitors and swaps out DIDs tagged as SPAM/SCAM by carriers with fresh DIDs automatically, ensuring uninterrupted customer interaction. With built-in analytics, reporting, and automation features, supervisors gain full visibility into agent performance and call outcomes, allowing for smarter decision-making and stronger ROI. DialedIn is not only designed to maximize live connections but also to keep agents connected with customers through secure, dependable, and user-friendly technology. By removing friction from daily operations, DialedIn empowers contact centers of all sizes to focus less on manual processes and more on delivering excellence.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

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.

Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet. Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks. Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.

Your employees can connect to everything they need to do the job. iTacit is more than an employee app. It gives your front-line access to email-free messages and training, a social intranet as well as digital forms, checklists, and other resources. Better engagement starts with hiring and continues through employee retention. iTacit makes it easy to streamline recruitment, onboarding, training, as well as setting performance goals and standards. Keep an eye on your workforce's progress. Give your team the tools and training they need to succeed and watch them grow. iTacit can reduce or eliminate in-person training, track compliance, and offer independent learning paths for employees. Multiple teams working together and a large front-line workforce can pose challenges. Your business and customer success depend on a skilled workforce. This means you will already face the challenges of segmenting communications, managing compliance records, and other tasks.