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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Realm serves as an advanced knowledge and workflow platform powered by AI, tailored specifically for revenue teams to facilitate immediate access to organizational knowledge, automate the process of RFPs and questionnaires, and develop custom AI agents that manage various tasks in sales, support, and product workflows. By integrating with existing tools like Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, Realm enhances productivity by providing answers, automating responses, and coordinating tasks through a single, cohesive interface. Its notable features include a comprehensive searchable knowledge base, a real-time “Assistant” chat for instant answers, and “RFP AI” for streamlining the automation of RFIs, RFQs, and security questionnaires. Additionally, users can create tailored “Agents” for tasks such as meeting preparations, deal reviews, deal-desk assistance, or resolution of support tickets. Realm also prioritizes secure enterprise architecture with features like single-tenant deployment, data encryption both at rest and in transit, strict permissions enforcement, and routine penetration testing to ensure data security and compliance. With its focus on security and efficiency, Realm is positioned as an essential tool for revenue teams aiming to optimize their workflows and enhance collaboration.

Description

Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Coda
Freshdesk
Freshservice
GitHub
GitLab
Google Docs
Google Drive
Google Sheets
Intercom
Jira
Jira Service Management
Linear
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Skilljar
Slab
Slack

Integrations

Salesforce
Coda
Freshdesk
Freshservice
GitHub
GitLab
Google Docs
Google Drive
Google Sheets
Intercom
Jira
Jira Service Management
Linear
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Skilljar
Slab
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Realm

Country

Finland

Website

www.withrealm.com

Vendor Details

Company Name

RocketDocs

Founded

1988

Country

United States

Website

rocketdocs.com

Product Features

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFI

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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