Alternatives to AppsForOps Timeline

A Complete Call Center Package CallShaper’s cloud-based software solution for call centers keeps things simple. With CallShaper, inbound and outbound call center directors have a simple, dynamic, and flexible platform for efficient call management. CallShaper is designed to reduce costs and increase ROI in Call Centers. CallShaper works with businesses to increase contacts, track agents' performance, manage leads and sales processes, and maximize contacts. Managers can use the drag-and-drop interactive Voice Response (IVR) editor to transfer calls to third parties and other recipients based upon agents' availability, type, and time. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

Office Timeline is a powerful and easy-to use PowerPoint add-in. It allows you to create Gantt charts and roadmaps in minutes by using professionally designed templates. It blends seamlessly with native PowerPoint so it will feel and look familiar. Drag & Drop actions that are intuitive and intuitive allow you to have complete control over all elements of the design. You can import features from popular software such as Excel, MS Project Smartsheet, Wrike, and MS Project. This allows you to import external data without having to manually enter tasks or milestones. To make the most of your time, save the templates and share your work from the add-in. Our goal is to help all levels of users create compelling presentations, and communicate a clear story through engaging visuals. This is without having to put in hours before every meeting.

LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.

SurveyOL is professional, efficient, and simple. It provides cutting-edge feedback and communication technology that was once only available to large companies. You can choose from many question types, including multiple choice, image choice, dropdown, textbox, comment box, NPS, star rating, slider, grid, ranking, uploads and more. You can download more than 100 survey templates as a foundation for your custom surveys. SurveyOL allows you to choose from a variety of color themes and can be customized with different fonts and styles. Your response rate can be increased by sharing your surveys via the web, QR code and social media. Its robust analytical tools and real-time responses will allow you to meet your budget and timeline expectations. It is easy to export survey results to Excel Word, Word, PowerPoint, or PDF. SurveyOL allows you to make better decisions.

Elevio is a knowledge platform that allows companies to capture, deliver, measure, and develop their product knowledge. We help teams grow and assist them in reducing their support load. Enterprise teams can also use our services to better manage their knowledge needs. Give your customers contextual answers or give your support agents the right information as they need it. You can reduce support load, increase customer success, and create custom knowledge experiences that fit your product. Is your team utilising Knowledge Centred Service (KCS)? Hub allows your entire team to collaborate to ensure that your documents are accurate, up-to-date, and as detailed, as you need them to be. It is based on user feedback and data analysis and serves as the backbone for user education.

Design your own workspace that evolves alongside your business by integrating interconnected tools without the need for coding. As your organization changes, traditional tools often fall short, leading to tedious migrations to newer solutions. This transition can be both challenging and time-consuming. Fibery offers a dynamic work management platform that grows with your company and replaces the need for multiple tools. In just minutes, you can craft a custom application tailored to your needs. Fibery is perfect for those who enjoy creative problem-solving, allowing you to design apps using types, formulas, action buttons, and various views. By linking these applications, you can establish a unified workspace that caters to every role within your organization. Visualize your workflows using Tables, Boards, Timelines, Charts, and Canvases, all while tracking everything from a single location. Engage in writing, planning, tracking, connecting, and collaborating to accomplish your goals seamlessly within one platform. Organize your tasks freely and without limitations, combining Documents, Boards, and Charts as you see fit. Collaborate in real-time on documents, allowing for comments, mentions, and even the creation of new entities directly from the text, fostering a more integrated and efficient workflow. This flexibility not only streamlines operations but also empowers teams to work more effectively together.

monday.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.

Searching through various web applications can consume valuable time and hinder your productivity on a daily basis. To address this issue, we developed Glances, a tool that securely links all of your applications and presents a streamlined view of the essential data you require in real-time, all without the need for coding. Glances seamlessly integrates with any webpage or application you utilize, enabling you and your team to enhance your daily productivity. The cumbersome task of loading applications, navigating through multiple clicks, and switching between tabs to access important details about your contacts can be a significant drain on time. Operating directly within your browser, Glances can help you save between 30 to 60 seconds on each task by providing a centralized location to view your customer data, sourced in real-time from all your preferred apps and platforms. Starting your workday can often feel overwhelming as you navigate through team communications, email accounts, and project management tools in search of clarity, but Glances is designed to simplify that experience. With Glances, you can reclaim your focus and streamline your workflow, making it easier to tackle your daily responsibilities.

Project Office is a fully-featured project management application. It is designed to help you manage, create, and monitor your projects. For better organization, you can use tasks, milestones and groups, as well as connections and many other features. Project Office features include Gantt charts and schedules, summaries, milestones, and summaries. Project Office allows you to manage complex and simple projects with minimal effort. Project Office features include: Gantt chart, which allows you to see your entire plan in one glance. Each task can be displayed graphically on a visual timeline, by day, week or month. Visualized view allows you to keep track of tasks durations, start and deadline dates, completion percentage, dependencies, and assigned resources. You can also edit tasks directly in Gantt charts view. It's easy to use and intuitive, so you can get things done quickly and without any distractions. Efficient resource management.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

Introducing a Collaborative Investigation Timeline and Presentation Tool. Your data holds a narrative waiting to be unveiled with Timestream. Effortlessly scan through documents to extract key dates, names, and locations. Stay updated and connected as changes occur in real time. Seamlessly import data from your previously misattributed platforms. Use bookmarks to highlight crucial information for teammates or for future reference. Take advantage of bulk upload capabilities to import multiple document types simultaneously. Switch to presentation mode for a clear view of your case events. Analyze overlapping data sets to uncover trends and relationships. Generate polished, automated presentations with ease. This tool is designed to simplify and visually represent intricate events in your investigations and research, making the process more efficient and insightful. Ultimately, it empowers teams to collaborate effectively and make informed decisions based on the stories their data tells.

Vizzlo provides seamless plug-ins to PowerPoint and Google Slides, as well as cloud support and platform-agnostic desktop applications. Tools shouldn't add any extra steps to your workflow. Vizzlo is always available where you need it. No matter your skill level, our intuitive interface is easy to use and handles complex data with ease. You only need to click one button to access powerful additional analysis functions. Upload your corporate logos, colours, and layouts to create templates that will ensure everyone in your company is on the same page. You can add members to your team and let ideas flow. With document history, you'll know exactly who is working on which projects. Smart features such as data sync and time-shift make it easy to update your favorite visuals in just two clicks.

With Dropbox, you can create and modify documents without needing to exit the platform. Paper transcends the typical document by serving as a collaborative workspace that consolidates creativity and organization in a single location. It allows you to write, edit, brainstorm ideas, evaluate designs, oversee tasks, and facilitate meetings seamlessly. All your Paper documents will be accessible in the Files section, alongside your other Dropbox materials. Moreover, any documents you recently viewed or created will be conveniently available in the Home section for quick access. This integration enhances productivity by keeping everything you need right at your fingertips.

Create a variety of network diagrams, data flow diagrams, entity relationship diagrams, and more using SmartDraw, which is recognized as one of the most user-friendly and effective diagram-making tools available today. To begin, simply select one from an extensive library of templates—offering thousands of options—and SmartDraw will guide you through the process with its user-friendly features and an abundance of symbols readily available. In numerous instances, the creation of diagrams becomes almost effortless, as SmartDraw intuitively aligns shapes and objects with just a few clicks. With hundreds of professionally crafted templates and examples at your disposal, you can quickly become productive by picking a template that closely resembles your project and tailoring it to your specifications. You can easily drag and drop symbols from the vast collection provided, and with a wide range of diagram types such as flowcharts and organizational charts, SmartDraw's robust automation capabilities allow it to construct your diagram for you with minimal effort. This innovative approach not only simplifies the design process but also enhances creativity and efficiency in visual communication.

InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.

Staircase AI is a pioneer in Customer Relationship Intelligence. Our platform uses AI to analyze millions upon millions of customer interactions, and turn them into actionable human insight that is impossible to spot with the naked eyes. Staircase AI is used by companies to cut through the noise, improve their NRR and increase their profitability. Staircase AI uncovers deep human signals and uncovers customers’ health, sentiment, journey events and risks. Our cutting-edge technology analyzes all customer interactions, including emails and chats, Slack activity and video calls. It then connects the human signals to produce relationship-based insights like stakeholder changes, positive and negative sentiment trends, problematic subjects, and more. Our human analytics, when combined with existing product analytics provide the missing element to fully understand your customer to grow at scale.

Zendo allows businesses to deliver services to customers from one location. Zendo makes it easy to sell custom services online. It also saves time by reducing context switching and manual repetitive tasks. Zendo can eliminate email, project management, accounting, proposal, CRM tools, and other context switching. You can manage the entire sales and delivery process from A through Z. A is when a customer contacts you with an inquiry, while Z is when the service has been delivered. For maximum convenience, customers can pay via the chat link right after you have sent them an estimate. Zendo has a simple-to-use Customer Profile and chat-like Communications tab. This allows you to manage all communication between your team members and customers. You can view all customer's past requests and search all shared files between them.

Software that improves customer service efficiency and organization. Service Hub allows you to provide better customer service immediately. Service Hub™, has everything you need to delight customers on a large scale. They will have an exceptional experience with your company and help them to help others. This will help you build a loyal customer base that will continue to support your business. Provide organized customer service that provides complete and efficient answers. Customers don't care much about the company's internal structure. They want help. If your teams are not connected, it can cause friction and confusion for customers. Service Hub™ allows you to create a seamless customer experience. The Conversations inbox brings together all your communication channels, including email inboxes and forms, live chat, Facebook messenger, and Facebook messenger.

Crafting professional timelines and roadmaps has never been easier or quicker. Preceden is a user-friendly timeline creation tool that allows you to design visually appealing timelines and project roadmaps in just a few minutes. Its intuitive web interface, along with various export options, ensures that you can construct and share your timeline seamlessly. This versatile tool is perfect for work-related projects, academic assignments, and everything else in between. With Preceden's straightforward timeline editor, creating clear and engaging visuals becomes a hassle-free task. Hundreds of thousands of users worldwide have put their trust in Preceden for their timeline needs. Experience the simplicity and effectiveness of Preceden risk-free and discover how effortlessly you can produce an impressive timeline. You'll be amazed at how quickly you can turn your ideas into organized visual representations.

Utilize Timeline 3D to showcase historical occurrences, highlighting connections and elucidating relationships effectively. Create dynamic timeline charts that encapsulate global history, genealogies, narrative arcs, or corporate timelines. These visualizations offer a fresh perspective on the past, enhancing comprehension and presentation of historical narratives. The entire Timeline 3D experience has undergone a comprehensive redesign, featuring an interface that accommodates more intricate and expansive timelines. Each detail is finely tuned for optimal viewing on high-resolution screens. Additionally, all underlying code has been revamped to leverage the newest Apple frameworks, significantly improving performance, stability, and functionality. Present your timelines interactively with a captivating 3D viewpoint; navigate using arrow keys or a Bluetooth remote to glide through your timeline seamlessly. The “M” key zooms into your chosen media, whether images or videos, enhancing engagement. You can also conveniently search and filter events while presenting, allowing for a more tailored narrative. Timeline 3D not only showcases the specifics within your timelines but also situates them within the broader context of historical events, creating a richer understanding of the past. This comprehensive tool transforms how we visualize and narrate history, making it accessible and engaging for diverse audiences.

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

The hotel industry is one the most competitive and fastest-growing sectors. It is becoming more difficult to build loyal relationships with guests and attract new guests as guests become more digitally-savvy and price-conscious. This is where hotel CRM software can help. This software can help you improve your sales, marketing, and customer service and increase customer satisfaction. The CRM can be used to unify all inquiries from all channels, including booking engines, travel websites and web forms on your site. It creates a complete guest profile, stores all communications and visits, and keeps a record of them. It streamlines your marketing campaigns with the ability to create targeted, data-driven outreach and promotional emails for both your business and your private guests. It also provides transparency in your financial transactions and automates the generation and payment of invoices and quotes.

Aeon Timeline is a versatile tool designed specifically for creative writing, project management, and case management. From the very beginning, it has been tailored for writers, enabling them to effectively plan, compose, and refine their narratives. Acting much like a Gantt chart that users find enjoyable, Aeon Timeline ensures you remain organized throughout your projects. Beyond writing, it also aids in visualizing, analyzing, and showcasing legal cases. If you seek a straightforward, user-friendly, and adaptable solution for managing your upcoming projects, Aeon Timeline is an excellent choice. Unlike conventional project management tools that are often geared towards creating a single comprehensive plan at the outset, Aeon Timeline has been completely rebuilt in its second version to support the planning and ongoing updating of multiple projects over time, making it more flexible and responsive to your needs. Ultimately, Aeon Timeline strives to redefine project management by offering a dynamic approach that distinguishes it from traditional applications.

Timeline Maker Pro is an all-encompassing software solution crafted for the easy creation of professional-grade timeline charts, applicable in fields such as business strategy, academic research, and investigative processes. It provides versatile data entry methods that allow users to either directly input information via a spreadsheet-like interface or import it from CSV, TXT, or Microsoft Project files, while also enabling the customization of data columns to cater to specific needs. The software accommodates various date formats, including time-of-day entries suitable for both individual and range events, and allows users to append detailed notes along with links to external documents like Word files, PDFs, images, and videos. Users can effortlessly generate different styles of timeline charts—ranging from bar charts and flag charts to vertical flags, Gantt charts, and chronological reports—with just a single click. These charts are fully customizable, offering options to apply themes, integrate images, and modify elements to align with presentation requirements, thereby enhancing the overall visual impact and clarity of the timelines created. Moreover, the intuitive design of the software ensures that even users with minimal technical expertise can produce professional timelines without any hassle.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Timeline Software allows you to create interactive timelines that allow you to explore your favorite topics in history. Navigate timespans as vast as the Geological Time Scale or the History of the Universe. You can travel from the beginning of the universe, billions of years ago to the present and into the future. Zoom in to view events from Prehistory, Ancient Medieval, and Modern History. Timeline Software can also be used as a microscope. You can learn about Science and Technology while you watch how ultra-fast events, such as lightning strikes, develop in less than one millisecond. Timeline Software is an essential visual software for historians as well as everyone else.

TrialLine is a cloud-based software that allows for trial presentation, mediation, and storytelling. It is ideal for attorneys and law firms who want to gain maximum insight into their cases. You can create customized legal timelines that clearly communicate the key details of your case. They can be easily interpreted event by event. Attach supporting documents directly to each event in the timeline. All file types are supported and easy-to-upload. TrialLine makes collaboration easy. You can easily organize and share your case events with staff, experts and juries, as well as documents, with other attorneys.

Creately, a versatile visual collaboration platform, streamlines the journey from ideation to execution within a shared visual space. Offering a rich collection of 10,000+ templates, teams can visually integrate ideas into diverse frameworks, map processes, or delineate entire organizational structures. Initially fostering innovation and big-picture thinking, Creately transforms into the definitive project and team hub over time, functioning as a Visual Database. Users can enrich visual content with notes, attachments, and linked data, consolidating crucial information within Creately. Creately ensures data coherence by automatically updating linked information across the platform, establishing itself as the singular source of truth for projects and teams. Ideal for hyper-collaborative meetings, workshops, brainstorming sessions, process mapping, technical designs, and agile project planning, Creately stands out as an indispensable tool for teams navigating collaborative complexities.

Retention AI serves as an accessible low-code/no-code platform that empowers businesses to gather, enhance, and utilize existing customer data without complicating their current systems. This solution consolidates information from various sources, highlighting that while many marketers prioritize customer acquisition, focusing on retention often involves lower costs and greater success rates. It's crucial for eCommerce managers, CRM professionals, marketing agencies, email marketing experts, and advertising managers to gain a deeper understanding of their clientele and their purchasing habits. By offering valuable insights into customer behavior, Retention AI enables businesses to craft targeted and effective marketing campaigns. The platform features user-friendly import integrations that facilitate a seamless connection to eCommerce platforms or content management systems within just a few clicks. Additionally, it allows users to monitor all relevant metrics through an intuitive reporting tool, ensuring that businesses remain informed about their performance. By leveraging Retention AI, companies can transform their data into actionable strategies that drive customer loyalty and engagement.

Enhance your revenue and customer loyalty with autonomous AI agents that interact with users throughout their entire journey. Accelerate your growth by utilizing these agents for seamless onboarding, activation, and retention, as they deliver tailored, high-conversion emails to your audience. By adopting this approach, you can liberate yourself from the burdens of intricate workflows and focus on developing your product. Just communicate your main priority to Waitlyst, and it will be taken care of. Stay proactive in monitoring growth trends and anticipating shifts in user behavior. Our no-setup reports provide you with essential insights necessary for making data-driven growth decisions. Waitlyst integrates all your company’s customer data and activities into a single platform, effectively removing data silos and offering the insights that are vital for boosting revenue and customer retention. With this comprehensive solution, you can easily track performance metrics and understand customer patterns, further ensuring your strategies are aligned with market demands.

Edraw Max is a versatile diagramming tool that enables users to create a wide range of visual representations, including flow charts, mind maps, organizational charts, network diagrams, and floor plans, all supported by an extensive collection of examples and templates. This powerful all-in-one software caters to various needs, whether you're designing flowcharts, fishbone diagrams, or even office layouts, ensuring that you find exactly what you require. Notably, its affordability sets it apart from other similar tools on the market. With thousands of professionally crafted templates available, you can quickly get inspired and kickstart your design process. Additionally, Edraw Max boasts excellent file compatibility, allowing for easy import of Visio files and export of your creations in numerous familiar formats like PDF, Word, PPT, and JPEG. The software empowers you to effortlessly produce over 280 different types of diagrams, ranging from technical illustrations to engaging infographics, proving to be a superior alternative to Visio in many aspects. Overall, Edraw Max is an indispensable resource for anyone looking to enhance their diagramming capabilities and improve their workflow efficiency.

Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.

RetentionEngine enables you to create a cancellation process that gathers valuable insights regarding the reasons behind customer cancellations, aims to retain those customers, and highlights trends throughout their engagement with your product. Dissatisfied customers offer the most critical insights for improvement—what failed them, who experienced the problem, and what might persuade them to reconsider? These are essential questions that RetentionEngine assists in addressing and refining. Notably, 80% of customers indicate that a business could have taken actions to prevent their cancellation. Your existing customers serve as powerful marketers, and negative cancellation experiences can spread quickly among potential clients. With churn rates increasing, RetentionEngine helps you save valuable time and protect your revenue. We have put in the effort so you can focus on what matters! You can easily get started with a straightforward integration into your subscription service. RetentionEngine stands out as the only no-code, AI-driven offboarding solution specifically crafted to help you retain customers, conserve time, and boost your revenue while enhancing overall customer satisfaction. Additionally, by utilizing our platform, you’ll gain a deeper understanding of customer behavior that can inform future strategies.

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

ConfirmKit is an innovative platform designed for user research that enables you and your team to engage with users in a friendly and effective way. This tool empowers everyone in your organization to actively participate in enhancing your products. The process of discovering patterns and trends from interviews can often be labor-intensive, but we handle that for you, allowing you to concentrate on understanding your users while we highlight the key insights. Preparing for an interview—crafting guides, reviewing notes, and recalling essential details—can lead to mistakes, but with ConfirmKit, you only need to prepare a single time. Our platform streamlines your user interview process, eliminating tedious tasks. Wave goodbye to the repetitive work of copying documents, moving files into various folders, and duplicating your efforts. You can enhance your research from various sources, including online chats, emails, forums, existing studies, and virtually anywhere else you can think of, ensuring a comprehensive approach to understanding your audience. With ConfirmKit, your team can efficiently collaborate and refine your product development journey, making user feedback not just a task, but a pivotal element of your growth strategy.

You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product.

CustomerGauge helps B2B businesses leverage customer feedback and behaviors to align business initiatives and improve account retention. It also helps increase revenue growth through up-sells and cross-sells. CustomerGauge Account Experience™, a platform that allows B2B companies monitor account engagement and collect feedback from key stakeholders. It also allows them to segment real-time results into custom dashboards and map feedback to changes to NPS score and revenue. Users can track engagement through custom and native integrations. This includes how often key stakeholders answer customer survey questions, submit support tickets and open marketing emails. The CustomerGauge Account Expert™ platform also has the ability to set KPI targets to close the feedback loop, identify accounts at high risk of churning and forecast the revenue impact from changes in NPS score. Get a demo today.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.

Enhance your sales and customer success strategies by tailoring them to fit the specific needs of every role, from customer success managers to executives. RevSetter streamlines workflows that align perfectly with your team and clientele throughout the revenue journey and across various segments. At last, your data-related issues have a resolution. It doesn’t matter whether your data is structured or unstructured, or which technology or databases you prefer; RevSetter’s unique data model allows for seamless integration, bringing your insights to life. This powerful tool drives your insights, workflows, and automation, offering solutions that range from a thorough customer success audit to an all-encompassing view of each lead, customer, and portfolio. With RevSetter's support, you can significantly refine and elevate your strategies, transforming them into practical, everyday tasks that yield measurable outcomes. This ultimately leads to increased customer satisfaction, better retention rates, and accelerated business growth, ensuring your team thrives in today’s competitive environment.

Canvas is an innovative platform powered by AI, aimed at improving customer success by converting data into practical insights. It connects effortlessly with current data sources, creating a consolidated overview that supports proactive customer relationship management. Among its standout features are early risk identification, spotting potential growth avenues, and the automation of repetitive tasks, which frees up teams to concentrate on high-level strategies. The platform's AI-driven alerts and the Canvas Copilot help prioritize necessary actions and manage intricate tasks, respectively. Furthermore, Canvas provides generative analytics for on-the-fly, customizable reporting, which enhances the clarity of ROI and progress shared with clients. Its deployment process is efficient, tailoring itself to your existing data for immediate benefits. Ultimately, Canvas equips customer success teams to shift from a reactive approach to a strategy focused on proactive growth and development opportunities. By leveraging its advanced capabilities, organizations can foster stronger relationships and drive sustainable success.

Freshsuccess is an innovative customer success platform designed to empower software and subscription businesses to reduce churn, enhance expansion efforts, and cultivate stronger customer relationships. It provides enhanced visibility into customer accounts, allowing for quick assessments of account health, support inquiries, billing records, communications, and user engagement metrics. By identifying potential risks and opportunities, businesses can take proactive measures to mitigate customer churn while also uncovering potential advocates or avenues for growth. The platform standardizes workflows, streamlines task automation, and establishes best practices for Customer Success teams, ensuring efficiency and consistency. Key performance indicators such as churn rates, expansion metrics, product adoption statistics, and overall customer health are easily accessible. Trusted by leading B2B software and subscription companies, Freshsuccess utilizes customer health scores to reflect the characteristics and behaviors of satisfied customers. This data-driven approach allows Customer Success professionals to identify risks and opportunities without relying solely on instinct, ultimately leading to better decision-making and enhanced customer satisfaction.

Get exceptional results with 95% open rate and 40% reply rate. For better results, send personalized, 2-way interactions to every message. Radiance platform was built for ecommerce. Integrating with your ecommerce platform allows you to set up personalized marketing notifications such as order status, delivery status, reorders, upsells, abandoned cart, and more. Your customers can place orders via SMS and FB Messenger with our revolutionary conversational checkout functionality. Radiance Conversation Builder allows you to create rich interactive conversations that engage customers, guide them in their interactions and build a relationship. You can either use one of our existing conversation templates, or create your own.

Gist allows you to craft customizable experiences that vary from straightforward welcome notes to intricate multi-step processes. Featuring an array of pre-designed templates and an intuitive editor that offers both design and code perspectives, the creative options are limitless. Begin by establishing your brand's colors, typography, and layout to ensure consistent, on-brand experiences across various platforms. Our open APIs allow seamless integration of Gist with any contemporary CRM, maximizing the utility of your existing tools. Using our web editor, you can create one message and disseminate it across all platforms in just a few clicks. Gist is built to integrate effortlessly with services like Google Tag Manager and Zapier, making it a perfect addition to your workflow. To facilitate a quick setup, our client libraries come with comprehensive documentation and require minimal effort for integration. The experiences you create will feel bespoke, as if developed in-house, and are designed to seamlessly fit into your existing toolbox. Build once and effortlessly distribute your content across iOS, Android, and web platforms. With Gist, enhancing user engagement has never been easier or more efficient.