Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
Description
RevOnyx creates advanced solutions tailored for contemporary go-to-market (GTM) teams by streamlining the entire RevOps technology stack, enabling teams to rely on accurate data, automate critical processes, and grow without increasing their workforce. This platform addresses the challenges inherent in RevOps, such as messy and unreliable customer relationship management (CRM) systems, disjointed technologies, data isolation, and suboptimal tool choices that may not benefit the organization. By integrating a cohesive strategy, architecture, and execution across CRM tools, systems, and artificial intelligence, RevOnyx views the revenue stack as a unified engine rather than a collection of disparate tools. The methodology fosters connections among systems within the RevOps framework, delivers recommendations that are not limited to specific systems, and aids teams in creating clean data, dependable pipelines, transparent reporting, and processes that can scale effectively. RevOnyx further enhances CRM foundations, optimizes platforms like HubSpot and Salesforce, offers guidance on third-party tools, facilitates system integrations, implements workflows, cleans up data, improves reporting, and develops a comprehensive architecture for broader GTM systems. Overall, RevOnyx empowers teams to navigate complexity with confidence, transforming their operational landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Chili Piper
No
Clay
No
ClickUp
No
DealHub
No
HubSpot CRM
No
PandaDoc
No
RB2B
No
Salesforce
No
Zapier
No
n8n
No
Integrations
Chili Piper
Yes
Clay
Yes
ClickUp
Yes
DealHub
Yes
HubSpot CRM
Yes
PandaDoc
Yes
RB2B
Yes
Salesforce
Yes
Zapier
Yes
n8n
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$7,500 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Vendor Details
Company Name
RevOnyx
Founded
2023
Country
United States
Website
www.revonyx.io
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No
Product Features
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
No