Compare LivePreso vs. Touch & Sell

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.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Prezent is an AI presentation software designed to help enterprises streamline communication among team members. The platform uses algorithms to understand the needs and styles of each user, tailoring presentations to suit individual preferences and organizational branding. The platform also ensures brand compliance and alignment that helps maintain consistency across large organizations. Prezent includes on-demand learning modules that help users improve their communication skills. Enterprise teams can work together on presentations, share insights, and provide feedback in real-time. The features of Prezent allow users to create presentations that are informative but also visually appealing. Additionally, the platform's standardization tools ensure that every presentation is aligned with the organization's brand identity. Prezent also offers the capability to transform existing content.

Each business and every use case requires a different presenter. Explore a large database of characters that represent a variety of looks, ages and genders. For optimal communication with your customer, the right voice and the right language is essential. Choose from a variety of voices to match your character. Your character can speak in any of your preferred languages with native fluency for seamless, personalized communication. This is not for coding or video professionals. This platform was created for people and teams with no coding or production skills. All you need to create high-quality video at scale is one platform. What good is a video that doesn't have all the bells, whistles, and features? You can choose from a variety of dynamic video templates with motion graphics that are tailored to your specific vertical. You can choose music to set the mood of your video. All music is fully licensed so that you don't have to think about it.

Lumio is a web-based learning platform that offers more ways to effortlessly make learning fun and engaging on student devices. Teachers can start from scratch, or import existing content like PDFs, Google Slides, PowerPoints, and Canva designs and transform them into dynamic, engaging learning experiences on any device. Within Lumio, they can mix and match file types and add interactive elements like games, collaborative whiteboards, handouts, and assessments, all from a single place. Teachers can even share content with colleagues through shared libraries and co-edit lessons in real-time to leverage one another’s classroom experiences. Tools like instructional audio, activity dashboards, and the ability to offer real-time feedback make Lumio a one-stop shop for teachers. It allows them to personalize learning, enable student creation, and gain insight into learning. Not only does Lumio offer more ways to engage students, it’s also specifically designed to improve outcomes – it’s not just fun, it works! With the Research-Based Design Certification from Digital Promise, educators and administrators can feel confident in the benefits of using Lumio. With 3 available plan options, there’s an option for everyone.

MobiOffice (formerly OfficeSuite) is an easy-to-use office suite alternative, used by over 250 million users across 195 countries. Available on Windows, Android, iOS, and macOS, MobiOffice includes MobiDocs, MobiSheets, and MobiSlides. MobiOffice helps you manage text documents, spreadsheets, and presentations with ease. It's compatible with all major file formats including Microsoft Office (DOCX, ODT, PPTX), Google (Docs, Sheets, Slides), Apple iWork, and more. Explore each component: MobiDocs: Create and modify documents with comprehensive formatting options. MobiSheets: Simplify data management and analysis to visualize insights and generate reports effortlessly. MobiSlides: Craft impressive presentations with customizable templates and multimedia capabilities. MobiOffice integrates with MobiDrive, MobiSystems’ cloud storage solution for easy document saving and synchronization. Try it free for 7 days to see how this office suite meets your needs. Optimized for all major platforms, MobiOffice’s components - MobiDocs, MobiSheets, and MobiSlides - are available as a complete suite or as standalone apps on Windows, delivering tailored and affordable solutions that suit individual needs.

Interfacing's Digital Twin Organization software offers transparency and governance to improve quality, efficiency, and ensure regulatory compliance. A single platform allows you to map, analyze, and automate your processes, manage regulatory compliance, and assess risks. Interfacing's digital twin solution (Enterprise Process Center-EPC) is an enterprise management platform that allows companies to digitally transform their processes. It helps them streamline operations, improve productivity, and make things more efficient. Interfacing's digital platform - Rapid Application Development Tools (RAD) Tools, with its Low Code Development methodology, will optimize your technical resources and maximize transparency to allow for continuous improvement. Discover how our Low-Code Rapid Application Development module gives you all the tools needed to create and deploy custom, scalable, secure, mobile-ready applications in days vs. months!

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.