Best 4Point Alternatives in 2026
Find the top alternatives to 4Point currently available. Compare ratings, reviews, pricing, and features of 4Point alternatives in 2026. Slashdot lists the best 4Point alternatives on the market that offer competing products that are similar to 4Point. Sort through 4Point alternatives below to make the best choice for your needs
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Planfix
58 RatingsThe Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users. -
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monday.com
monday.com
23,170 Ratingsmonday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries. -
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SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere
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Freshsales
Freshworks
$9 per user per month 14 RatingsStop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads. -
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Exact Synergy
Exact
Exact Synergy is a comprehensive workflow and document management solution designed for businesses. New clients acquire the technology through complete solution packages, while current users can enhance their Synergy licenses by adding more users or supplementary solutions. In collaboration with our resellers, we provide a distinctive blend of expertise and services tailored to meet the specific requirements of small and medium enterprises (SMEs). At its core, Exact Synergy serves as the foundational platform for Exact's HRM, CRM, and BPM systems. It features robust process management and automation capabilities, complete with alerts and notifications. Additionally, it offers integrated document management and archiving, efficient project management and administration tools, as well as customizable templates for HR, sales, and various business workflows. Its seamless integration with Exact for Finance and ERP ensures a unified business environment. The software supports online access and is designed for international use. Moreover, Exact Synergy for CRM effectively dissolves the barriers among sales, marketing, finance, support, and other departments that interact with customers, resulting in a cohesive organization-wide database that enhances collaboration and communication. This multi-departmental connectivity is crucial for improving customer relationships and operational efficiency. -
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EngageBay, a simple, affordable and integrated marketing, sales, and service automation platform, comes with free CRM. It was created to help small businesses and startups grow. The marketing automation suite allows you to save time, nurture your audience, and automate repetitive, manual tasks. The free CRM and sales automation allow you to organize all your contacts, track deals, and build your sales pipeline. You can also build lasting customer relationships. Finally, you can provide real-time support to customers with the helpdesk and live chat features. In minutes, track, prioritize, and resolve customer support tickets.
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SYDLE ONE
SYDLE
$19 per monthThe structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence. -
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Mirabel's Marketing Manager
Mirabel Technologies
$149 per monthMirabel’s Marketing Manager is an all-in-one audience development and marketing automation platform designed to help publishers grow their business efficiently and affordably. Built to integrate with Mirabel’s CRM, it includes email marketing with verification and list segmentation, advanced reporting, landing page and form builders, and over 80 customizable workflow automations. Track anonymous website visitors, collect first-party data with Website Tags, and automate your sales process using our Sales Sequencing System. Marketing Manager also includes tools for competitor analysis, audience engagement, and subscription growth—making it the ideal solution for streamlining marketing, sales, and subscriber operations from one unified platform. -
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Frequence
Frequence
Workflow software designed specifically for media organizations enhances efficiency and effectiveness. It offers a sophisticated framework that enables the delivery of unique products tailored to your needs. You can customize integrated product solutions that align with your distinct business guidelines, sales methods, and campaign performance indicators. With this software, your team can oversee every aspect of the delivery process within a single, user-friendly ecosystem. By establishing enduring solutions, you can boost your sales speed and enhance operational effectiveness significantly. This comprehensive software solution allows you to rise above your rivals in the marketplace. It empowers your sales team to develop innovative offerings and cohesive marketing strategies, leveraging the best features from each platform and method. Optimize your operations through a robust, integrated platform that seamlessly connects your workflow from sales to management, analysis, and beyond. This holistic approach ensures that all elements of your business work in harmony, driving sustained growth and success. -
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PaperWise
PaperWise
$250 per user per monthYou don't need an academic background in software architecture or data science to effectively design and integrate your software, workflows, communication, alerts, business rules, data visualizations, and beyond. PaperWise empowers you to envision, create, and connect according to your preferred working style. Leave behind the constraints of your existing software solutions. Stop functioning within isolated silos. Begin managing your business in a way that aligns with your vision. Unify your personnel, technology, and data through our process automation platform to craft the business system tailored just for you. Streamline your operations with process automation, innovative workflows, collaborative efforts, business rules, alerts, and additional features. Liberate yourself from the restrictions of your current systems and the disconnected silos of information and personnel. By implementing process automation, you can eliminate inefficiencies, gain control over your processes, and automate repetitive tasks, ultimately leading to greater success and productivity. Embrace a new era of efficiency where your business can flourish without traditional barriers. -
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Quiddity
Qpod Solutions
$20 per yearStreamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business. -
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Contact & Sales Manager
Accura Software
Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions. -
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OpPlan
Winning Sales Plan
Enhance your forecasting precision, boost win rates, and minimize turnover among sales personnel. The ultimate solution for your sales team integrates CRM, benchmarking, analytics, competitive SWOT analysis, sales strategies, action plans, and much more! You can effectively assess your opportunities and contacts through a straightforward scoring mechanism. This will allow you to swiftly evaluate the progress of your opportunities, the buying committee, the utilization of your sales team, and your win/loss ratio. Additionally, you can easily apply and keep track of the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By answering a series of targeted questions about the current opportunity, an appropriate strategy will be unveiled along with coaching insights. You can also compile a comprehensive list of actions to undertake with your prospects and secure their agreement on the steps necessary to finalize the deal. This proven methodology not only helps to unstick deals but also uncovers the interest level of your prospects, ultimately leading to more successful outcomes. With these tools at your disposal, your sales organization can achieve a more streamlined and effective approach to closing deals. -
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Flowingly
Flowingly
Flowingly, a cloud-based Business Process Automation software (BPA), is designed to free enterprises from the constraints of manual business processes and paper-based systems. Flowingly allows users to easily design and run their process, then report on it and make improvements. The process can include admin, human resource tasks, finance, operations, product design, customer support, and experience. -
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Make
Make
$9 per month 10 RatingsMake is a visual platform that allows anyone to design, build and automate anything, from workflows and tasks to apps and systems. It does not require any coding. Make is used by SMBs, scaleups and teams worldwide to scale their businesses faster than ever. Make allows people to connect and create workflows at lightning speed. Make allows anyone to build like a developer and launch solutions across all industries and business areas at a fraction the cost and time. Make allows teams to visualize and modify processes, and collaborate on them so they can scale as fast as their company. You can integrate sales and marketing tools, automate a customer journey, improve business operations, or build a custom backend system. Making on Make is intuitive, playful, and powerful. Our Maker community has shown us that when building brings out joy, there is no limit to what is possible. -
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Jim2 Business Engine
Happen Business Pty Limited
$235/user/ month Jim2 Business Engine empowers businesses to be the best they can possibly be, by arming teams with leading integrated ERP software so that businesses can reach that next level of growth. Ideal for mid-sized businesses in wholesale/distribution, manufacturing, sales and service industries with an inventory management focus to consolidate their systems into one powerhouse solution. This arms businesses with a single system to connect multiple branches, multiple businesses, and remote staff in one system improving visibility for all staff. Jim2 masters your inventory, quote management, job management, purchasing, projects, eCommerce, accounting, and financial reporting to make sure nothing slips through the cracks. -
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One App Does It All! Growing Businesses always find it difficult to expand with the existing resources and often juggle between ad-hoc processes and resource constraints. BizGaze Process Automation enables them to be ready for business expansion without additional resources. In the case of small business units that do not run any traditional ERPs, BizGaze acts like one without adding additional overheads; it seamlessly integrates with their existing software as well. Gain Complete Control on your Business with BizGaze. Empowering Enterprises with SaaS-based technology that propels your business into a new Era. An end-to-end Business Automation Suite with predefined workflows to solve complex business transactional challenges. An application bundled with business solutions to enhance the efficiency of all operations (Pre-sales, Sales, Marketing, Accounting, Production, etc.) in the ecosystem with predefined rules and triggers. Products Available are: DigitAll | CatAllyst | DataFisher | FLO Series Customization is also available based on your requirements.
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Workd
Workd
Enhance your productivity by optimizing your distribution team through better collaboration and efficiency. Say goodbye to poor purchasing choices, overlooked tasks, misplaced documents, and confusing spreadsheets; Workd offers a comprehensive solution that oversees inventory, sales, and overall company management. Tailor user permissions to fit individual needs, controlling their access to screens and data. Establish clear goals and key performance indicators to ensure accountability among team members while effortlessly designing and modifying workflows with custom options. You can easily view all your established workflows from any location on the platform, gaining instant insight into team performance and individual goal attainment through Workd's user-friendly reporting features. Additionally, elevate your customer ordering experience by providing a branded e-commerce platform that allows for secure online shopping, enhancing both customer satisfaction and operational efficiency. -
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Klozers
Klozers
We offer Tactical Sales Solutions aimed at elevating the performance of sales teams to new heights. Our focus is on equipping your sales personnel with the essential training and skills necessary for enduring success. Collaborating closely with CEOs and executive teams, we aim to enhance and expand your organization’s sales capabilities. By integrating sales and marketing efforts, our training facilitates the creation of impactful sales campaigns. Acting as Trusted Advisors, we partner with CEOs and Sales Leaders to craft and execute tailored sales strategies that enable businesses to thrive and lead in their respective markets. Additionally, we provide performance coaching for both managers and sales teams eager to bridge the gap between their current outcomes and desired results. Our bespoke Sales Consulting services are tailored to meet the distinct requirements of each client, ensuring a personalized approach for every project. Acknowledging that no two projects are alike, we adapt our methods to suit the unique challenges and goals of each organization we serve. This commitment to customization allows us to drive meaningful change and deliver exceptional results. -
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Zywave Sales Cloud
Zywave
Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation. -
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LAGO
Comosoft
LAGO automates and optimizes multichannel marketing activities, significantly cutting production time and costs. LAGO is a PIM, DAM, and marketing production solution with an integrated checkpoint-based collaborative workflow, versioning optimization, and proofing system. LAGO consolidates data and assets from multiple sources in a central repository for use in various marketing channels. At the production level, the proprietary InDesign plugin brings the assigned data and assets directly to the page. Persistent linking ensures that both data and assets are 100% accurate and always up to date. -
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Sales Boomerang
TrustEngine
Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction. -
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item POS
Item
Item POS serves as an all-encompassing tool designed to oversee every element of your business's point-of-sale activities efficiently. Featuring robust functionalities suited for various sectors such as retail, grocery stores, and temporary setups, it simplifies everyday tasks while improving the customer experience. You can track sales performance, oversee employee responsibilities, and control inventory effectively with features like automatic reorder points and comprehensive reporting tools. The mobile POS capability allows staff to efficiently process transactions, manage returns or exchanges, and boost sales during events or at market stalls. It integrates multiple sales channels for seamless order management while providing real-time tracking, facilitating hassle-free returns and exchanges to enhance customer satisfaction and maintain precise inventory levels. Additionally, a unified dashboard for device management enables remote problem diagnosis and automates software updates, ensuring that your hardware remains secure and up-to-date while streamlining operations further. This holistic approach not only improves operational efficiency but also significantly elevates the overall consumer experience. -
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HighOrbit
HighOrbit
$75.00/month Ignite your Start-up! Transform your business into a more streamlined, profitable, and appealing entity for investors. Elevate your company's worth. By implementing Process Automation, you can ensure a smooth and cost-effective transition to new ownership and their team. Facing challenges of scaling? Automating your procedures lays the groundwork for growth that is manageable, controlled, and sustainable. Are you frequently pondering over your business, its operations, and financial matters? Seize command and access the insights you need with ease. Ensure a fluid transition of your organization’s operations and culture, benefiting from the clarity and consistency that effective process management brings. The HighOrbit solution shines because it eliminates the need for technical skills to establish and oversee automated processes—no coding is necessary. Taking charge of your business has never been more straightforward. Enhance communication, find solutions to those lingering questions, and boost productivity, profitability, and customer satisfaction. Embrace the change and watch your business thrive. -
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TapToBook
TapToBook
$99 per monthInitiate automated follow-ups to cultivate leads and enhance the quality of hand-offs to your sales team, aiming for a 25% boost in conversions. Streamline the "channel selection" process to effortlessly guide customers through their preferred communication methods, whether that be via text, email, social media, or chat. Utilize our churn indicators to proactively tackle engagement issues and keep your customers invested in your offerings. It's essential to nurture and attract your customers to continue their journey with you. In a landscape filled with robust communication platforms, many companies still rely on single-channel tactics. The transition to a more integrated system can be daunting, primarily due to constraints in time and resources, highlighting a significant area for improvement. Addressing these challenges can lead to more effective customer engagement strategies. -
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qubesense
qubesense
qubesense is a fully customizable, comprehensive, and industry-agnostic cloud-based SaaS Platform for your enterprise business application needs. qubesense solutions fit seamlessly into your existing systems and workflow, resulting in a more efficient operation while also enhancing customers' experience. The platform offers 100% customized, end-to-end automation solutions, seamless integration, compatibility with iOS, Android, and the web, a user-friendly interface, and real-time data analytics. Our business apps allow you to capture data, dispatch jobs, and workflow tasks, and work offline as needed. Our apps are available in both cloud and on-premise options so you have the flexibility to choose the solution that best fits your needs. Our business analytics and dashboards allow you to access interactive reports, visualize your data on dynamic maps, connect to an unlimited number of data sources, optimize operations, and make data-driven decisions. Our platform-agnostic API ensures that you can integrate with any of your existing systems, giving you maximum flexibility and control. Our custom modules enable you to do more with the data you collect. -
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BestWork DATA
BestWork
Discover how leveraging DATA can simplify your life and reduce expenses for your business. Unlike standard hiring tools, our solutions are tailored specifically to the role, ensuring that the candidate's inherent abilities align perfectly with job requirements. The My Manager report empowers employees with strategies to enhance communication and foster mutual understanding. Meanwhile, the Training Coach report enables managers to customize their training approaches to suit individual needs. We offer ten distinct job reports that encompass a wide range of positions essential to any organization. These tools can be utilized with both potential hires and existing staff to effectively assess fit for various roles. This process may lead to discovering an ideal candidate or repositioning current employees for better alignment. Additionally, you will receive Onboarding Keys and a Working With Me report to facilitate a seamless transition for new hires, making the process smoother for everyone involved. If you're looking to fill a sales role, our Sales Quick Screen Chart and Sales Strength Chart will help you efficiently narrow down candidate options. Moreover, the Sales Strength Chart allows you to evaluate your current sales team and pinpoint any skill gaps that need addressing. Ultimately, utilizing these data-driven insights creates a more efficient hiring process and promotes a more productive workforce. -
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verbTEAMS
Verb Technology Company
Customers today are inundated with content, and it’s difficult for sales and marketing teams to break through the noise to deliver the right digital content at the right time to the right prospects. These challenges multiply with products that are extremely large, complex, costly, or hard to define. verbTEAMS makes it easy for salespeople to locate the most appropriate up-to-date content, tailor it for a particular customer, deliver it in the most compelling manner, and track how it’s consumed and shared. It also enables marketers to gain clear insights into what and how content is being used, so they can create assets that are even more effective. As a result, verbTEAMS promises to triple conversion rates, reduce customer churn, accelerate sales, and close more deals. With verbTEAMS, sales and marketing professionals can: -Deliver up-to-date marketing content in unique and compelling ways -Effortlessly organize and distribute content, and track how customers consume and share it -Create micro-personalized content journeys for customers in real time, based on their content consumption history -Align sales and marketing teams so they complement each other’s efforts -Train employees to become sales conversion experts -
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ProteusEngage
Proteus
The ProteusEngage sales enablement platform was crafted by experienced leaders in the sales sector, who faced challenges in navigating complex new business developments and enhancing cross-selling to existing clients. What sets ProteusEngage apart from other platforms in the market is its buyer-first approach, which is underpinned by validated engagement journeys, modules, and analytics. The platform features unique workspaces that foster engagement, collaboration, consistency, and communication, ultimately enhancing relationships and driving revenue growth. Instead of overwhelming your sales team with countless brochures and presentations, it's time to embrace a strategy that aligns with the preferences of your buyers and clients—cultivating genuine, consultative relationships that cater to their needs. ProteusEngage empowers sales and account teams to create highly interactive digital environments that promote authentic relationships through enhanced communication, collaboration, and trust-building in a digital landscape. By leveraging this innovative platform, organizations can transform their sales approach to meet the evolving expectations of their clients effectively. -
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MarketBeam
MarketBeam
Next generation AI-driven social media marketing. We understand the daily struggle of marketers to reach new audiences, create awareness, and build sales pipelines without spending advertising dollars. MarketBeam offers the fastest and easiest way to grow organically. Marketers and employees can share social media posts on the same platform. Employees can share content with their social networks to get the best reach. Our proven social marketing amplification method empowers employees to directly contribute to the generation of organic leads. -
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Thrio
Thrio
$89 per monthNo matter the scale or configuration of your business, regardless of the number of agents involved, whether in customer service, sales, or support, our cloud contact center solution ensures that you remain central to every interaction. Imagine a world where agents experience greater job satisfaction and unprecedented levels of productivity, leading to every customer departing with a sense of fulfillment and a desire to return. In this environment, all service providers and businesses can leverage advanced cloud technology that is user-friendly and easily upgradable. Our platform is meticulously designed to minimize costs, reduce vendor complexities, and eliminate integration challenges. It offers the versatility to adapt to your unique operational needs while ensuring minimal interruptions. Thrio efficiently manages inbound and outbound communications across voice, SMS, chat, email, and social media channels. Our comprehensive routing engine seamlessly integrates these different communication avenues within an advanced native workflow automation system, representing the pinnacle of hybrid communication solutions. This innovative approach not only enhances customer engagement but also streamlines internal processes for improved overall performance. -
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FlowEQ
FlowEQ
$29 per user per monthFlowEQ offers a no-code workflow solution designed to seamlessly integrate with your existing systems, enhancing team efficiency. This innovative automation tool empowers teams to operate more swiftly in their current environments, promoting a better way of working. FlowEQ’s solution simplifies processes, ensuring that critical workflows are executed accurately every time, all while functioning within your established systems. Furthermore, FlowEQ integrates effortlessly with your Salesforce customer support platform and your Zendesk customer service application, providing a comprehensive solution. By embedding within your operational or customer service systems, FlowEQ comes pre-configured with the necessary integrations to support your teams in managing their routine tasks effectively. Ultimately, FlowEQ aims to transform how your organization operates by eliminating bottlenecks and improving overall performance. -
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Whispir
Whispir
Captivate your audience and enhance productivity with the Whispir platform, which empowers you to automate, customize, and organize your communications through intelligent workflows. It's the sole cloud communications solution necessary for providing remarkable experiences. In just minutes, design high-quality templates for email, web, social media, and beyond using our intuitive drag-and-drop template builder, featuring over 60 distinct components ranging from images to maps. Simplify your communications and automate everything from routine tasks to comprehensive marketing campaigns seamlessly. You can also integrate all your existing data sources, including CRMs and third-party tools, to maximize the effectiveness of your information. Ensure that your content reaches the appropriate audience at the optimal moment, leading to real, measurable results that engage your community, manage events effectively, and transform your business operations. With Whispir, you can truly elevate the way you communicate and connect with your stakeholders. -
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Leadwick
Leadwick
$99 per user per monthIntroducing our innovative lead generation software designed to minimize the time invested in data collection. Instantly access all necessary information, allowing you to conserve valuable time and resources during the sales process. Aim to "become the top closer in town." Leadwick simplifies the outreach process for professionals, enabling seamless connections for sales teams, recruiters, and marketers with the right contacts using effective tools. Our platform offers marketing automation solutions tailored for both small and larger enterprises. We create top-tier SAAS products and marketing resources that facilitate lead discovery, ensuring your business stays ahead in a competitive market. With Leadwick, transforming your lead generation approach has never been easier. -
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ProcessMate
ProcessMate
$25 per user per monthProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients. -
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DisputeSuite
DisputeSuite
$300 per monthDisputeSuite.com offers a comprehensive multi-user software solution that equips your whole organization with a complete understanding of each customer. This functionality ensures that your team stays informed about every client and prospect, fostering collaboration throughout the organization. At the Credit Repair Boot Camp, industry specialists come together to reveal their secret strategies, techniques, and insights! If you are managing a credit repair business or contemplating entering the field, the knowledge imparted at the Boot Camp conference is crucial for your success. Attendees will gain insights into strategies for credit repair, marketing, business growth, sales techniques, and leadership skills, among other topics. You can also add as many affiliate customers and leads as you wish without incurring additional fees. Furthermore, DisputeSuite offers a holistic view of all contacts for both onsite and remote employees. Being a web-based application, it allows users to access the platform from any web browser, no matter where they are located in the world, ensuring that your team can stay connected and informed at all times. -
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XAMPR
Xampr
$29.90 per user, one-time paymentXAMPR is an advanced digital platform that embodies a forward-thinking approach, aiming to enhance customer-focused value while maintaining standard core systems. By lowering the hurdles associated with last-mile adoption and fostering collaboration, XAMPR effectively addresses intricate business and technological issues at an accelerated pace. It closes the information divide often caused by departmental barriers, hierarchical structures, and intricate workflows, serving as a symbolic representation for the Millennial generation to boost productivity within social enterprises. This innovative solution propels the essential elements of digital transformation forward, offering a mobile-friendly and user-centered interface that conceals the complexities of backend systems. Designed to align with employees' understanding, it facilitates real-time collaboration among teams and functions, enabling them to make decisions, solve problems, brainstorm, innovate, manage tasks, delegate responsibilities, and achieve progress across various enterprise applications such as SAP, Salesforce, and Dynamics AX. Furthermore, XAMPR incorporates human process automation and integrates decision science into its automation capabilities, ensuring seamless operational efficiency. By embracing these advancements, organizations can significantly enhance their overall productivity and adaptability in a rapidly evolving digital landscape. -
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Lead Liaison
Lead Liaison
$250.00/month Lead Management Automation™ empowers sales and marketing professionals to enhance their effectiveness while fostering stronger connections with customers, prospects, and partners. Our innovative marketing automation platform is designed to assist businesses in generating marketing qualified leads and converting them into sales qualified leads. With integrated marketing tools, users can effortlessly launch omni-channel marketing campaigns across both online and offline platforms, as well as establish essential business processes. The platform is fine-tuned to support sales and marketing teams in cultivating better relationships with prospects, customers, and partners, all while increasing productivity. Explore how to incorporate marketing automation into your strategy by discovering the features available to you. You can create trackable content, graphics, emails, landing pages, and much more! The system allows for effective lead nurturing throughout the workflow, reduces sales cycles, and enhances deal sizes. Additionally, users can generate measurable videos, assess the return on investment for video marketing, increase conversion rates, and distribute video emails seamlessly. By adopting this comprehensive approach, businesses can transform their marketing efforts and achieve greater success. -
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Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.
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Sugar Market
SugarCRM
Sugar Market is revolutionizing the way mid-sized marketing teams engage with their audiences and assess their success throughout the buyer's journey. By increasing web traffic, you can gain insight into user interactions with your digital assets, enhancing overall visibility. Generate leads effectively by designing conversion-optimized landing pages, emails, and forms using user-friendly drag-and-drop tools. Additionally, you can qualify these leads through intricate nurture campaigns and advanced lead scoring systems. Utilize your marketing automation platform to ensure seamless collaboration with sales by transferring only the most promising leads. With Sugar Market, you can easily identify effective strategies and areas needing improvement, allowing you to refine campaigns and consistently achieve outstanding results. It is the comprehensive marketing automation solution tailored to meet your needs. With an expertly curated set of features that encompasses intuitive campaign builders, robust automation capabilities, and exceptional reporting tools, Sugar Market prioritizes what is essential for marketers, ensuring they can focus on driving growth and engagement. -
41
helloHQ
HQLabs
$14.00/month/ user HelloHQ agency software streamlines operations for everyone in your agency, encompassing teams from marketing and sales to project management and finance. This all-in-one project management solution replaces the disarray of numerous apps and Excel sheets with a structured business process designed specifically for modern agencies. Whether dealing with new clients or ongoing projects, helloHQ empowers you to successfully navigate project opportunities. You can efficiently plan and track timelines and task bundles that are directly generated from your proposals. With rapid and precise tracking of time and costs, you'll always maintain a clear view of your project budget status. Additionally, you can perform calculations based on your proposals, recorded hours, retainers, or media budgets, ensuring flexibility tailored to your project's requirements. By integrating everything into one platform, helloHQ enhances collaboration and productivity across your agency. -
42
Meetsales
Meetsales
Are you aware that many of your online customers tend to abandon their shopping carts before completing their purchases? This is often due to the shortcomings of the online shopping experience, which can feel impersonal. Meetsales offers a solution to reduce cart abandonment by enabling your Sales Representatives to guide customers through their shopping journey in real-time until their orders are finalized. In these evolving times, we support Sales Teams by providing a comprehensive solution that allows Sales Professionals and Managers to transition seamlessly from traditional offline methods to engaging online strategies without any compromise. Uniquely, Meetsales integrates an interactive shopping cart directly into video calls, revitalizing B2B sales by prioritizing genuine human connections and enhancing the overall customer experience of your online business. The fundamental concept of Meetsales is to integrate eCommerce functionalities directly into video calls, thereby facilitating the growth of online B2B sales and fostering stronger client relationships. This innovative approach not only streamlines the purchasing process but also ensures that customers feel supported every step of the way. -
43
Aptean CRM
Aptean
$60 per monthAptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty. -
44
Equifax BusinessConnect
Equifax
Essential business functions like credit decision-making, customer onboarding, and debt recovery can become overly complex and sluggish when customer-facing teams operate from disparate systems with isolated information. BusinessConnect, designed on the Force.com framework, effectively simplifies, streamlines, and speeds up the collections and credit management processes by automating routine tasks and decisions, while also consolidating various operations related to account acquisition, management, and recovery into a single interactive platform in the cloud. This allows businesses to close sales more efficiently, onboard new customers rapidly, and keep a close watch on their customer base for potential financial risks. For a comprehensive overview of the numerous advantages offered by BusinessConnect, be sure to download our product sheet. Through its integration within Salesforce, BusinessConnect™ revolutionizes the credit management landscape, making it more efficient and less cumbersome than traditional methods. -
45
Gauss Box CRM & Sales
Gauss
€24.99Gauss Box, an innovative cloud platform, harnesses the power AI technology to revolutionize business processes. You can manage your day-to-day business, plan for success and use intelligent workflow processes. *Gauss Box Sales & CRM* is a business solution that provides a comprehensive tool to plan, execute, and track sales activities in your organization. To increase your sales, you need to understand and manage the entire sales process. You can tailor your marketing strategy and engagement tactics better if you have full control over your potential customer database. Lead generation and identifying new opportunities for sales become more efficient, ensuring that no potential client falls through the cracks. Regular monitoring of customer communication improves customer relations and ensures that the needs and concerns of clients are promptly addressed.