Compare OpPlan vs. Osum

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.

Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM and trusted by sales teams since 2011, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your people get better at selling while they sell. Most CRMs were designed to monitor reps. Coevera was rebuilt from the ground up to amplify them. Intelligence is the default state of the system—not a premium add-on or a generative feature bolted onto decades-old architecture. Every dashboard, pipeline view, and workflow is designed to think alongside your team, surfacing what matters and guiding the next best action. The visual pipeline acts like a GPS for your deals: spot stalled opportunities at a glance, see instantly when a deal is ready to move, and map complex account hierarchies and buying centers to engage the people who actually decide. The Automatizer workflow engine eliminates the manual friction that drains seller productivity, while native Model Context Protocol (MCP) support connects Coevera to the broader AI ecosystem your business already relies on—with full permissions, no middleware required. What truly sets Coevera apart is that development is inseparable from daily selling. Backed by the Sales POP! ecosystem of expert content and coaching, every rep has guidance built into the workflow—turning the CRM itself into an engine for growth. Adoption stays high because the experience is built around the seller, not against them. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters. And every capability is designed to amplify human judgment, never replace it.

SKU Science delivers a fast and intuitive solution for sales forecasting and performance tracking. Implement your demand planning process in as little as two days! Created by seasoned experts, it’s specifically designed for operations managers, S&OP managers, supply chain professionals, and demand planners. With 644 statistical combinations, the platform generates highly accurate and tailored sales forecasts at any level. For even greater precision, AI models can be trained on your unique dataset. Automatically calculated KPIs highlight the most critical items, helping you focus on what matters most for your supply chain and business success. The platform’s operational dashboards refresh every cycle, ensuring efficient activity monitoring and data-driven decision-making. Combining advanced capabilities with ease of use, SKU Science is trusted by clients across manufacturing, food and beverage, healthcare, retail, and e-commerce sectors.

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.

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.

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.

The SBS QMS Suite consists of 5 software modules that work together for efficient Quality compliance: 1) SBS Quality Database - CAPA / 8D corrective and preventive actions (CAR) with root cause analysis - Nonconformance management - Risk analysis including FMEA, SWOT, interested party risk register - Internal, customer, and third-party audit management - Environmental Health and Safety (EHS / HSE) management 2) SBS Ground Control - Employee training management (LMS) - Self-Paced training - Change control - Document control 3) SBS Asset Tracking Database - Calibrated equipment control - Preventive maintenance - Asset inventory management 4) SBS Inspection Database - Record incoming material, in process, and final product inspection data - Generate real time SPC charts - Inspection plans and Control Plans - Archive data for further statistical analysis 5) SBS Vendor Management - Maintain an approved vendor list or AVL - Develop vendor / supplier qualification plans - Maintain vendor / supplier qualification history Modules may be purchased separately or in any combination. On-premise and cloud-based options are available. Free demos are available for download or contact us for a cloud-based demo.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

Portal Wholesale is an all-in-one wholesale CRM and B2B marketplace platform created to help fashion brands, showrooms, and wholesale sales teams manage their entire sales process in a single system. The platform combines CRM functionality, order management, Gmail integration, meeting scheduling, asset sharing, and inbound buyer discovery tools specifically designed for wholesale sales workflows. Portal Wholesale enables sales reps to manage accounts, contacts, orders, deals, and outreach directly from Gmail while automatically syncing communication, tasks, and buyer engagement into the CRM. The system supports seasonal wholesale operations with built-in linesheets, product catalogs, shipment tracking, order visibility, and integrations for Joor and NuOrder. Brands can organize sales pipelines by season, rep, region, or market while managers gain real-time reporting and forecasting visibility without relying on spreadsheets. Portal Wholesale also includes a marketplace where over 150,000 retail buyers actively discover and source wholesale brands, generating inbound leads that automatically flow into the CRM pipeline. The platform offers tools for scheduling market appointments, sharing tracked linesheets and lookbooks, monitoring buyer engagement, and managing wholesale relationships from prospecting through order fulfillment. Designed specifically for fashion wholesale rather than generalized sales teams, Portal Wholesale supports the unique operational structure of wholesale businesses including markets, trade shows, showroom appointments, sizing, SKUs, seasonal product launches, and buyer relationship management. The platform positions itself as a modern alternative to spreadsheets, disconnected tools, and generic CRMs.

Your first-party data can be used to unlock its full potential. D&B Connect is a self-service, customizable master data management solution that can scale. D&B Connect's family of products can help you eliminate data silos and bring all your data together. Our database contains hundreds of millions records that can be used to enrich, cleanse, and benchmark your data. This creates a single, interconnected source of truth that empowers teams to make better business decisions. With data you can trust, you can drive growth and lower risk. Your sales and marketing teams will be able to align territories with a complete view of account relationships if they have a solid data foundation. Reduce internal conflict and confusion caused by incomplete or poor data. Segmentation and targeting should be strengthened. Personalization and quality of marketing-sourced leads can be improved. Increase accuracy in reporting and ROI analysis.