Best Attio Alternatives in 2024

Find the top alternatives to Attio currently available. Compare ratings, reviews, pricing, and features of Attio alternatives in 2024. Slashdot lists the best Attio alternatives on the market that offer competing products that are similar to Attio. Sort through Attio alternatives below to make the best choice for your needs

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    Creatio Reviews
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    Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.
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    Shape Software Reviews
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    Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.
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    Pipedrive Reviews
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    Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.
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    Act! Reviews
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    Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.
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    Nutshell Reviews
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    Nutshell

    $16.00/month/user
    45 Ratings
    Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.
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     monday sales CRM Reviews
    Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.
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    Freshsales Reviews
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    Freshsales

    Freshworks

    $9 per user per month
    14 Ratings
    Stop 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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    Maximizer CRM Reviews

    Maximizer CRM

    Maximizer Software

    $29.00/month/user
    Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.
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    Qubicles Reviews
    We have all the features required to run an enterprise call center or a 5-agent home-based business. Our patent-pending blockchain-based solution includes inbound, outbound and live chat, quality assurance, drag n-drop scripting, advanced reports, and more. Standard features include open APIs and an elastic infrastructure that can scale quickly to meet the most stringent program requirements. All the features you need to run your contact centre at an affordable price.
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    Affinity Reviews
    Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.
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    ZoomInfo SalesOS Reviews
    ZoomInfo SalesOS allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.
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    GreenRope Reviews
    Top Pick
    GreenRope CRM is an all-in-one CRM. It accelerates growth by increasing awareness and generating leads. With an intuitive and easy-to-use interface, you can leverage advanced automation, predictive analytics, AI, and artificial intelligence (AI). GreenRope's many features will help you connect with your clients and leads. All the tools you need for engaging your contacts, including email marketing, social media, advanced marketing automation, and more are at your fingertips. It's easier than ever to stay in touch with your contacts and be top of mind.
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    Dynamo Software Reviews
    Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.
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    LeadIQ Reviews

    LeadIQ

    LeadIQ

    $45 per user per month
    Sales reps win. LeadIQ makes prospecting fun, easy, and fast. LeadIQ's mission is to empower sales teams to prospect better. Lead lists can be built in minutes, not days. To build a stronger connection and close more deals, get rid of the old database. LeadIQ Chrome Extension, our flagship product, makes prospecting outside of the CRM super simple and eliminates data entry. Our business intelligence API is designed for developers. It allows you to access one of the largest B2B databases of prospects in the world. With just a few lines of code, you can add contact data, company information, and social media info to any technology. Scout: An entrepreneur's best friend. Scout is a great tool for entrepreneurs who are looking to make connections with anyone. As you browse company websites, our FREE extension will give you access to millions more people's email addresses.
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    4Degrees Reviews
    4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence
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    Kushim Reviews
    Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.
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    InvestorFlow Reviews
    Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.
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    Vainu Reviews
    Your CRM will provide you with the most detailed information about Nordic and Dutch companies. Alerts, trigger actions, and more are available. Vainu combines raw data from millions public and private sources to give you company information that is reliable, actionable, and in-depth. Vainu provides the most recent news about companies and identifies those who are likely to become your customers. Vainu integrates with the tools of sales and marketing teams to automate the tasks they have to do manually. They can also be more strategic and achieve better results by providing the right data at the right time. The right company information can power your entire business and increase conversions. Complete company information can be added to your records. This information can be used to build a foundation for advanced lead scoring, strategy, and other activities. Keep your pipeline full of ideal prospects. Track target accounts to identify sales opportunities. Avoid manual data entry to save time and energy.
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    DealCloud Reviews
    Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.
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    ProFundCom Reviews
    ProFundCom is the most trusted digital marketing platform for hedge funds since 2005. We also work with Asset Managers as well as Wealth Managers and Private Equity. Our robust email marketing platform allows you to create stand-out campaigns and ensure that they are delivered. Automation built around your workflows increases operational efficiency. Our advanced reporting tools will help you increase and preserve AuM. Our powerful event management platform ensures seamless delivery and increases attendance. See how your campaigns perform across all digital channels. Email marketing is still a vital part of communicating with potential and existing investors. ProFundCom is a financial services-specific email marketing platform. It not only ensures that your emails are delivered, but also offers advanced reporting tools that are unavailable to other market players.
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    Spotler CRM Reviews

    Spotler CRM

    Spotler

    $17.00/month
    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.
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    Xpedition Private Equity CRM Reviews
    Xpedition Microsoft Dynamics 365 private equity CRM Accelerator is designed to improve productivity, integrate with existing data, and create a comprehensive, single source of truth. This actionable insight can be seamlessly integrated with Microsoft and 3rd-party applications, making it intuitive. Launching a Private Equity project CRM is one thing. It is one thing to launch a Private Equity CRM project. We know your challenges, and with a number of industry-specific projects behind us, we are leaders in creating and delivering tailored CRM systems designed to meet your specific requirements.
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    HubSpot CRM Reviews
    Top Pick
    HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow.
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    Apex 72 Reviews
    Track and monitor your sales activity in order to ensure that you are on the right path. Features tailored to your business. Apex 72 interactive client experience allows you to securely capture client data, and create a unique experience. APEX 72 has built-in dashboards and reporting systems that keep managers informed. Our interactive and real-time application streamlines the discovery process for clients. Support sales team managers with activity, calendar and process management reports. Transparency for your whole team. Do not just take our word. It is important to use efficient technology in order to focus on your core business. Sales productivity is critical to achieving business growth.
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    Caltina Reviews
    Integrated front-office solutions for family offices, private equity, real estate, secondaries and fundless sponsors. Built within the Salesforce platform to support the workflows of alternative asset mangers; adaptable to meet firm-specific requirements. Every situation and fund is unique. Caltina begins with a custom Salesforce.com configuration or installs to an existing instance. Then, she molds the solution to meet your fund's requirements. We will need to collect as much data as possible or as many spreadsheets as you have, and then import it into the platform. This will allow you to focus on what is important. Track your potential deals, tailored to your firm's asset class, niche, or process. Systematize the way your firm deals with deal sources to find the best bankers and lenders. Track sell-side as well as financing activity.
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    Surefire CRM Reviews
    Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more
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    Saleo Reviews
    Software sales can be difficult enough. Don't let bad data or generic demos stop you from closing deals. You can easily create amazing, hyper-personalized demos for your entire sales team. You can create hyper-personalized demos for any industry, buyer segment or pain point. This will allow you to convert more sales demos into closed wins. Make your team feel at ease to prevent bad demo data and new environments ruining your demo. Your software should be presented in its best light. Demonstrating your software's strengths and not its weaknesses with data-complete demo environments will help you to show them off. To best meet buyer needs, personalize every element of your demo environment. You can create data-complete demos right in your own environment. You have complete control over graphs and text as well as images, tables, images, icons, and text. It can be deployed in seconds, with no coding needed. Sales engineers should focus on selling software and not spending hours setting up demo environments. Your solutions consultants can create a custom demo in minutes.
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    Omedym Reviews
    Omedym is the only solution that transforms the traditional 'analog', late-in-the-sales-cycle demo into a digitized demo experience that's more than just a single demo, integrated into the entire sales and buying cycle, equips pre-sales and sales to engage today's buyers in the way they want to buy, digitally. Omedym reduces sales cycle time, decreases repetitive, low-value activities and increases your sales opportunities. Omedym is the first company to make your video demos searchable. Upload all your video demo content directly to the Omedym platform. Each video is automatically processed and indexed, making them 100% searchable. The Omedym platform displays the videos in portals via your existing website or private portal invites. Buyers can search for the topics that matter most to them and are directed to the specific spots in all demos where they are.
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    Reprise Reviews
    Product and engineering teams are mandated to create products that customers can use. It's a fair tradeoff if a feature takes only 15 minutes to set-up and keeps customers happy for five years. The mandates of sales and marketing teams are different. Their prospects want to be able to see the "ah ha" moments of the product, without having to spend 15 minutes. Sales and marketing teams don't have the engineering resources to create or maintain a product demo. A specialized demo version of your product. You can eliminate the risk of a unstable demo environment and create a safe environment for your sales reps in minutes. No developer support is required. Show your customers and prospects the unique features of your application. Let your product story become a reality. You can edit, customize, anonymize, and modify your data through the Reprise platform. You can easily standardize your demo flow, and create a track for your sales reps.
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    Demoleap Reviews
    There are not enough people who can give great demos. Demoleap helps you to guide your sellers in real-time to wow your prospects and win more business. Every member of your team can deliver high-performing demos. You can now expertly present and discuss products with your entire team. To engage and qualify prospects more naturally, you can use the demo. Demonstrate your product confidently to confirm interest, build alignment and move deals forward. You can scale to support the most important deals with customized demos that don't require any training. Customers can be easily educated and excited about both advanced and new feature sets. No-code builder allows you to create demo playbooks in minutes. This will allow you to get every seller up and running quicker than you can think.
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    Atominvest Software Reviews
    Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.
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    AIM Reviews

    AIM

    Altvia Solutions

    Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.
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    RapidStart CRM Reviews
    RapidStart CRM is the most simple CRM solution on Microsoft Stack. Purpose-built using feedback from thousands of users. In minutes, you can be up-and-running. RapidStart CRM can be integrated into your Outlook and Microsoft Teams environments in just a few minutes, at no additional cost. RapidStart CRM can be customized by you, your partner or with our assistance. Our foundational data model allows you to create solutions for almost any business problem. RapidStart CRM features include our Quick Steps Buttons, Record Hashtagging and Full Documentation Dashboards. We also offer our RapidStart Settings app, RapidStart Settings App, RapidStart Settings App, and our How2 Integrated video user training toolset. Are you looking to track Competitors and manage Projects, Track Time or Manage Field Technician Schedulings? RapidStart CRM can add these capabilities and many more with just a few clicks.
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    WealthBlock Reviews
    Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.
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    Aidium Reviews

    Aidium

    Aidium

    $79 per user per month
    Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.
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    HubSpot Sales Hub Reviews
    HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.
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    Zendesk Sell Reviews
    Top Pick

    Zendesk Sell

    Zendesk

    $19 per user per month
    15 Ratings
    Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.
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    FreeAgent CRM Reviews

    FreeAgent CRM

    FreeAgent Network

    $33 per user per month
    FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.
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    Redtail CRM Reviews

    Redtail CRM

    Redtail Technology

    $99 per month
    2 Ratings
    Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.
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    Synaptic Reviews
    Venture Capital and Private Equity investors can harness the power of alternative data to source, track, and do due diligence. Alternative data can provide rich signals about the universe of private businesses, solving the problem with limited financial or traditional data. To unlock investment insights, it is best to create a holistic view by consolidating different datasets to analyze companies' performance. Credit card data, bank transaction data, and retention cohorts. User reviews, Net Promoter Scores, product ratings. Mobile and web activity across devices and domains. With detailed query-based searches, you can find companies that are relevant to your needs. Multi-metric analysis provides performance indicators on companies. Use our AI-suggested peer comparators, or create your own peer groups for the companies that you are interested in tracking.
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    MLO Shift Reviews
    Mortgage professionals who want to convert more leads. MLO Shift is built using ActiveCampaign, a top-of-the-line CRM and marketing automation platform trusted by more than 50,000 businesses. Your account includes 25 users and 2,500 contacts. MLO Shift Membership gives you access to our entire library of step-by-step video training courses. This will help you get started quickly to get the most from your investment. You can create your own landing pages. You can modify a template or create your own. Pages are quick to create and easy to use on mobile devices. This allows you to run campaigns and convert more leads. You can automatically drop all your leads into one system, and instantly follow-up with email, text, and Slybroadcast voicemails. This allows you to focus on your business. Track and follow up with your referrals automatically, so you don't lose track of any leads, only to discover that they have worked with the competition.
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    Moonfare Reviews
    Moonfare has brought together more than 1,800 investors to invest EUR1B in private capital. Invest in top-tier funds from some the most renowned firms around the globe. All starting at EUR50,000. Take advantage of what institutional investors already know: Private markets are where the greatest shareholder value is found. Funds like Moonfare have an average IRR 19% and outperform the S&P 500 by 13%. Private equity is a smart option in today's volatile market environment, negative interest rates and difficult-to-source real estate deals. Moonfare removes the barriers by offering low minimums, a digital process and a unique secondary marketplace. Moonfare allows you to invest individually or by choosing from one of our Moonfare Portfolio products. We also auction existing fund investments via the Moonfare Secondary Market twice a year.
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    Numbers of Telegram Reviews

    Numbers of Telegram

    Numbers of Telegram

    €29 per month
    Stats are interesting, efficient, and easy to understand so you can use them to benefit. We expand the possibilities for Telegram analytics. You will be able to grow your group's engagement, manage your time, develop relationships, and discover the true potential of your group. You know that time is everything. These stats will show you when your group is most active. All you need to do now is spread your message. Want to find out what is happening in your group? What is the most talked about topic among members? What are they discussing? You can create alerts and search for specific words or topics. You can track the reward you give out and we will show you the impact on user engagement. Message scheduling allows you to keep your conversations going by making well-planned announcements.
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    Thryv Reviews
    Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.
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    Botbox Reviews

    Botbox

    Botbox

    $49 per month
    Botbox is a platform designed for small and medium-sized businesses to help them to onboard customers seamlessly and automate acquisition/retention via the most popular messaging apps. Smart triggers and automation make it easy to keep customers informed about your products and services via the most popular messaging platforms. Pre-built chatbots can reduce churn by 600%, increase sales, and help you increase sales. You can use chatbot templates or create your own. All you need to do is click and publish on the Website, Messenger, and WhatsApp. Botbox API allows you to connect to the apps you love to increase productivity. You can easily manage, request and design new HSM templates, opt-in users and manage your WhatsApp notification campaign without having to rely upon the IT department. Reach specific user groups with the most relevant information at the right time. Automate engagement. Analyse behaviors to set triggers.
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    Pliik Reviews

    Pliik

    pliik

    $50 per month
    It is difficult to gather, analyze, and take action on feedback. Customer feedback is received through many channels. It then gets lost in the ages because it doesn't get consolidated. It can be time-consuming to grab feedback from different tools. Each platform has a different structure for feedback. You can get rid of the endless spreadsheet that no one ever reads. Manual tagging can be time-consuming. It is difficult to read, so no one ever reads it. Only build what your customers need. Profits can be increased by as much as 25% to 95% by increasing retention. Pliik connects to your customer communication tools and then automatically labels, stores, and organizes the feedback. Connect with the feedback tools that your team loves. Discuss the most important topics with your team and share your thoughts. Keep your feedback current.
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    WhatsApp Reviews
    Top Pick
    Simple. Secure. Reliable messaging. WhatsApp allows you to communicate quickly, easily, securely, and on any phone around the world. WhatsApp Business is a free app that was designed for small businesses. To showcase your products and services, create a catalog. You can easily connect with your customers by using tools that automate, sort, and respond quickly to messages. WhatsApp can be used by medium and large businesses to provide customer service and important notifications to customers. Learn more about WhatsApp Business API. WhatsApp is where you share your most intimate moments. We have integrated end-to-end encryption in the latest versions. End-to-end encryption secures your calls and messages so that only you and the person with whom you are communicating can see or hear them. Not even WhatsApp.
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    Atmosphere® CPaaS Reviews
    IntelePeer is an enterprise-focused omnichannel communication platform as a (CPaaS). We believe business communications should be more than simple interactions. They should allow businesses to create truly memorable experiences. With our voice, messaging, ready-to-use applications, open APIs, and real time analytics, companies can build and integrate communications-enabled workflows to create world-class customer experiences and improve business processes through automation. Our full-stack solution comes with a solid network and a team that provides award-winning customer support.
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    LeadCandy Reviews

    LeadCandy

    Hachi Labs

    $49.00/month/user
    Lead generation and sales intelligence solution for B2B sales and marketing teams. - Discover new opportunities - Access your complete profile with verified emails - Make use of your network to reach more prospects - Access to more accounts via team network - Enrich your marketing data - 95% email accuracy guarantee Find prospects, search for them, and get their full profile with verified email address. Reach out to prospects through your network relationships. This will turn cold outreach into warm introductions. To run targeted and personalized marketing campaigns, convert any data point into rich profile info. Get started with lead generation by using curated lists of decision-makers - founders, CEOs and CxOs at fast-growing businesses. Our Email Concierge Service can create a custom list for you based on your specific requirements.
  • 50
    LeadGenius Reviews
    80% of B2B data remains undiscovered. The best opportunities are often hidden. LeadGenius can help you differentiate yourself from your competitors by uncovering hard-to-find B2B data. B2B Data is rapidly changing. Marketers are no longer restricted to horizontal data fields that include companies and contacts. They now seek data elements that are specific to a particular vertical. Below are examples of data fields that can be used to help with: Ecommerce, HR/Payroll, and SaaS companies. LeadGenius offers the highest quality data anywhere. Each data point is verified by a unique combination machine learning and in-house human researchers. Our mission is to help all great businesses in the world connect with their best customers and provide opportunities for the underemployed.