Business Software for HubSpot CRM

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

Boost both growth and customer satisfaction with prompt and precise automated responses. Gamalon minimizes frustration for both you and your clientele. It assimilates knowledge from existing resources such as your website, sales training documents, and ongoing dialogues. Indeed, it genuinely learns. Gamalon provides valuable insights that drive conversions. Forget about insincere human-like chat replies; instead, you'll receive straightforward and effective communication. Gamalon operates at a level akin to live chat, achieving conversion rates exceeding 5%, all while gradually decreasing the reliance on human representatives for customer inquiries. This capability is enabled by its multi-turn responses and proactive engagement strategies, which are specifically crafted to guide customers towards achieving their objectives, no matter what they may be. Allow your visitors the freedom to inquire about anything, helping you capture a larger share of initial web traffic. Say goodbye to making customers wait for answers. The patented AI methodology utilized by Gamalon revolves around interactive learning, allowing your AI Chat to gain insights from every interaction with customers, continually enhancing its performance. This ongoing learning process ensures that the system becomes increasingly effective over time.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

A singular "source of truth" for the accounting interpretation of customer contract information. Monitoring Deferred Revenue at the most granular level with both roll-forward and forecasted perspectives. A user-friendly and regulated repository for Revenue Recognition guidelines articulated at the necessary detail. The standalone selling price library (SSP) acts as a dynamic and accessible resource that encompasses all SSP details at the product level, fully integrated with your pricing catalog. The automated tracking and amortization of deferred commission expenses throughout the anticipated duration of contracts is also included. It entails the identification of all performance obligations while considering variable factors as outlined by ASC 606. Accounting systems must uphold a higher standard of controls, encompassing rigorous security measures, user access permissions, built-in balance reconciliations, and preventative measures to ensure completeness and accuracy. Furthermore, it provides real-time revenue reporting across various levels, dimensions, and time frames. This allows for precise trend analysis and facilitates clear explanations of any changes that occur. Additionally, the system fosters a robust framework for compliance and audit readiness.

For over two decades, Diabolocom has been transforming customer engagement with our cloud-native Contact Center as a Service (CCaaS) solution. Powered by proprietary generative AI, Diabolocom delivers advanced automation, improved reachability, and actionable insights tailored to today’s customer service and sales demands. Our AI Assistant enhances each interaction through real-time transcription, satisfaction analysis, and predictive next-best-action guidance. What makes Diabolocom unique is our combination of native AI for CX and full telecom functionality, creating a hyper-customized telephony experience. By automating repetitive processes, teams can redirect their focus to driving customer loyalty and revenue growth. Our solution integrates natively or via API with CRMs such as Salesforce, Oracle, and Microsoft Dynamics, ensuring complete visibility across every touchpoint. Leading brands like Mitsubishi Electric, Nikon, and Brinks rely on Diabolocom to deliver differentiated, AI-optimized customer experiences. With 97% faster post-call handling and a 12% reduction in churn, our platform drives efficiency and keeps teams agile.

This straightforward yet impactful NPS tool is crafted to assess and enhance customer satisfaction effectively. You can dispatch personalized NPS surveys that reflect your brand's essence, enabling you to gather crucial feedback on a daily basis. Engage with your customers through multiple channels including in-app, web, or email. With real-time analytics, you can track trends, pinpoint satisfied clients, and identify those who may be at risk. Leverage live data to monitor NPS results by various factors such as channels and geographical locations. Additionally, you can tag and prioritize product concerns, delegate them to your team, and ensure follow-ups to resolve any issues. By improving the customer journey, you can convert detractors into advocates and express gratitude to your loyal supporters. Furthermore, create automated workflows that encourage satisfied customers to leave reviews on leading review sites or to participate in referral programs, thereby amplifying your brand’s outreach. Ultimately, this solution not only measures customer happiness but actively contributes to fostering lasting relationships with your clientele.

Pirsonal provides marketers, developers, agencies, and other professionals with the flexibility and dynamic personalized video marketing, dynamic landing pages and interactive video tools that they need to deliver a personalized customer experience. We know how it feels. Video marketing works. You also know that personalized marketing and marketing automation work. We know personalized videos are 116% better than generic videos. Imagine a self-service personalized software for video that is flexible, cost-effective, and easy to use. Pirsonal is a marketing-individualized platform that takes personalized videos to the next level. Flexible software and a platform that connects with customers. Say "Hello" and you will be able to accelerate sales and engage customers.

SalesScreen is the leading all sales gamification solution. Our platform helps managers engage their sales teams and reps with real-time performance data, dozens of fun competitions, personal milestone celebrations, a reward shop offering real prizes, and streamlined sales coaching that get your team to goal.

We all have more work than can be done in a single day. SHP's "never login" philosophy ensures that your team doesn't have to learn any software and does not require ongoing training. Your company will thrive by connecting with prospects and customers using a voice they trust - your employees. Reduce the barriers between marketing and sales. Use our best-in class analytical tools to measure the impact on your business. SHP believes that working with customers is more than just an idea. It's a tangible, ongoing process that you are a part of. We encourage our customers to be part of the development cycle. We offer short sprints of 4 weeks. Vote on the features that you want next. We get to work creating them.

Since 2005, ingover Group has been a European SaaS publisher and telephone operator. It is a true expert in business telecoms and has been offering Ringover since early 2018, a voice-video-chat-sms and call centre communication solution, 100% Cloud, to 10,000 users. Ringover integrates with business apps and provides real-time statistics. This makes it easy to manage business communications in just few clicks. Our keys: End-to-end technological expertise, an easy-to-use interface, and support at every stage. Ringover makes it possible to communicate with your business from anywhere in the world using smartphones or PCs. All you need is an internet connection.

The Customer Data Platform and Omnichannel Marketing Hub work together to bring together every customer interaction across various devices and channels, enabling the delivery of tailored, omnichannel experiences that enhance customer engagement and increase lifetime value. BlueVenn serves as a comprehensive solution for customer data management, compliance, and orchestrating the customer journey, incorporating analytics and machine learning to facilitate precise, personalized interactions. With our innovative drag-and-drop features for customer analytics, segmentation, and predictive capabilities, valuable customer insights are readily accessible, while the omnichannel journey builder ensures that each customer touchpoint, whether online or offline, is uniquely tailored to the individual. This integration not only streamlines the management of customer data but also elevates the overall customer experience, fostering stronger relationships and increased loyalty.

LendFoundry is an award-winning SaaS platform that provides lenders with advanced tools and accelerators designed to oversee the entire digital lending lifecycle. This platform includes a comprehensive Loan Management System featuring both a Loan Origination System and a Loan Servicing System, in addition to modern capabilities such as customer management, compliance reporting, authentication, security measures, AI-driven credit scoring, and marketing functionalities. With a SaaS model that significantly reduces initial startup costs, this AI-enhanced platform intelligently identifies priority accounts, develops risk profiles, and suggests optimal interest rates to maximize profit margins. It serves as a self-service portal for customers, granting them a consolidated view of their loans, payments, and statements. LendFoundry allows for the implementation of the entire solution or the selective use of components that align with specific business needs. Its flexibility supports complete automation of underwriting processes as well as the customization of back-office workflows for manual verification as required. Furthermore, the platform features a user-friendly and visually appealing interface that facilitates the logging of all activities efficiently. This innovative approach not only streamlines operations but also enhances the overall user experience for both lenders and borrowers alike.

Dyspatch is made for teams of all sizes. Think of it as a centralized hub for your email production. With built-in commenting, permission levels, and approval workflows, Dyspatch makes collaboration easy. By tracking feedback in one place and providing total transparency, Dyspatch streamlines the entire email creation process. Want to drive engagement with interactive, dynamic content? Embed surveys, product review forms, carousels, and more with pre-coded AMP for Email modules in Dyspatch. Need to localize your emails at scale? With built-in support for 300+ locales, Dyspatch is the leading platform for localizing email templates, effortlessly.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

Algonomy's real-time Customer Data Platform (CDP) empowers marketers to deliver tailored customer experiences consistently and instantly. By consolidating customer identities from both online and offline sources, it facilitates immediate audience activation for a comprehensive perspective. Specifically designed for the retail sector, it can monitor customer actions using over 1,200 predefined metrics and attributes. The platform leverages machine learning algorithms to generate micro-segments, provide in-depth insights, and identify marketing opportunities at every stage of the customer journey. This innovative approach ensures that businesses can engage their customers effectively and adapt to their evolving needs in real-time.

GetQuanty offers real-time analysis of visitor interactions across your websites, blogs, social media platforms, and email campaigns. It ensures compliance with GDPR regulations while enabling the identification of B2B visitors effectively. You can discover which companies are engaging with your online presence, including your website and social media. Utilizing Artificial Intelligence, GetQuanty evaluates the purchasing readiness of your business visitors. This allows you to pinpoint decision-makers within the companies that pique your interest and reconnect with your targets through personalized emails, live chats, and custom popups. By integrating our IP tracking script, you gain access to a comprehensive list of the companies that have interacted with your digital assets. Additionally, our GDPR-compliant contact database helps you locate the most relevant contacts within these organizations, and the tracking pixel can be seamlessly incorporated into your email campaigns and social media initiatives to enhance engagement. This comprehensive tool not only facilitates effective marketing strategies but also optimizes the way you manage your business relationships.

Ataccama is a revolutionary way to manage data and create enterprise value. Ataccama unifies Data Governance, Data Quality and Master Data Management into one AI-powered fabric that can be used in hybrid and cloud environments. This gives your business and data teams unprecedented speed and security while ensuring trust, security and governance of your data.

Don't underestimate the importance of your data; leverage Revenue Operations Intelligence to boost your revenue stream and enhance customer acquisition through Vertify. Seamlessly link your revenue platforms with fully automated solutions that require no coding, ensuring real-time data connectivity. With access to over 170 million B2B ideal customer contacts, you can optimize your inbound leads through improved webform strategies. Additionally, automatically cleanse your B2B contact data and eliminate the need for cumbersome spreadsheets by adopting automated impact reports. This approach not only helps you retain more clients but also allows for more precise targeting, ultimately accelerating your time to revenue. Relying on multiple revenue applications for reporting hinders your view of the overall situation, which can stifle productivity and financial growth. Vertify RevConnect offers a no-code solution that effortlessly integrates various systems, granting you complete oversight of data standardization and flow. By fostering alignment among teams, you can collaboratively pinpoint the best opportunities for driving quicker revenue through intelligent marketing and focused sales efforts. Embrace this holistic view to enhance your strategy and maximize your potential.

Enable your Customer Success team to deliver exceptional customer experiences by utilizing advanced analytics, automation, and robust project management tools. There's no need to sacrifice functionality for simplicity; easily onboard your team with ready-to-use integrations and project templates. After that, tailor unique customer experiences through scalable customization and automation features. Vitally brings together customer data from your entire technology ecosystem, allowing you to proactively spot trends and harness insights for an outstanding customer journey. Imagine having access to CRM, product analytics, support inquiries, emails, NPS results, and revenue information all consolidated in a single interface, enhancing efficiency and decision-making. This holistic view empowers teams to respond swiftly and effectively to customer needs.

Integrate ResponseSuite with your marketing platforms to ensure that each individual receives tailored content, emails, and advertisements. Utilize our user-friendly drag-and-drop survey builder to create engaging online surveys effortlessly. You can seamlessly transfer survey results into your existing marketing tools, while also categorizing and tagging each participant according to their responses. Depending on their answers or scores, you can direct respondents to various pages immediately after they click ‘submit’ on your survey. This could involve redirecting them to your own URLs, displaying an on-page message, or crafting thank-you pages directly within ResponseSuite, allowing you to present the ideal offer every time. Additionally, you can create targeted audiences, monitor, and retarget respondents based on their survey completion and feedback, which will enhance completion rates and enable the formation of segmented audiences for more effective advertising campaigns. By leveraging these features, you can refine your marketing strategies and maximize your engagement with potential customers.

Teneo.AI is a market-leading agentic AI platform built to fully automate enterprise customer service. It delivers intelligent AI agents that manage voice and digital interactions with up to 99% resolution accuracy. Designed for speed, Teneo enables organizations to launch pilots in weeks and reach production rapidly. The platform supports omnichannel engagement across voice, chat, apps, and email from a single environment. Voice AI capabilities allow enterprises to handle millions of interactions every month without service disruption. Teneo integrates easily with existing contact center and enterprise systems through open APIs. Built-in analytics provide actionable insights to continuously optimize performance. Enterprise-grade security and governance ensure compliance with internal and regulatory requirements. Organizations achieve significant cost savings while improving first-contact resolution and CSAT. Teneo helps enterprises progress from automation to fully agentless customer service operations.

Katana Cloud Inventory platform gives you a live look at your business, including live inventory and manufacturing management, batch tracking for end-to-end traceability, a Shop Floor App for total floor-level control, open API, and a growing channel partner network. Real-time inventory insights Access real-time inventory data for informed decisions, proactively preventing stockouts and overstock. Gain complete visibility into product locations, arrivals, and quantities, ensuring efficient operations and precise stock control. Built-in purchase order management Make informed purchasing decisions based on precise material requirements and reorder points. Issue purchase orders directly from Katana and track delay risks to meet customer demand.
 Manufacturing operations management Define your bill of materials and operations to optimize production scheduling, maintain optimal levels of raw materials and finished goods, and accurately track manufacturing costs for streamlined production. Omnichannel sales management Centralize all your B2B and B2C sales orders to quickly identify available items for sale and significantly optimize your order fulfillment process, leading to improved operational efficiency.

Share your contact information even when you're not online, as your digital business card is available around the clock, ensuring you never run out of cards. You can distribute as many cards as you like, include as much information as necessary, and update your contact details whenever you wish. Going paperless does not confine you to a single application; you can incorporate your personal ScreenTag link into your email signature, social media profiles, or promotional materials. Those who receive your information won’t need an app to save you to their contacts, as everything operates seamlessly within their web browser and standard contacts application. Transitioning to a paperless approach doesn’t mean compromising your brand’s image; we, as professional designers, understand that a business card serves as a crucial tool for representing your visual brand identity, and a digital version is no exception. With ScreenTag, you can easily gather your recipients’ contact information and have it automatically stored in your CRM or email marketing software, streamlining your networking efforts and enhancing your communication strategy. This modern approach to business connectivity allows for greater flexibility and accessibility in managing your professional relationships.

Jog.ai allows you to remain focused on the call, no matter if you're hosting a conference call with 10 or more people. We record and transcribe your call so you can mark important moments in real time. Jog can identify who is speaking so that when you look at a call, it looks like a screenplay. Click on any word in the transcript to instantly hear the actual call audio. Hosting a conference? That's included. You can call someone directly by using our mobile app. use our mobile app! Jog integrates with many CRM and ATS tools. Jog will automatically highlight that moment in your call by taking a note. Jog.ai can tell you who said what so it looks like a screenplay when you review calls. To play the call, click on a word. Jog.ai automatically uses the most effective speech recognition platform to determine what type of call you make and then uses advanced NLP techniques to highlight important parts of your call.