Best ClientPoint Alternatives in 2025

Find the top alternatives to ClientPoint currently available. Compare ratings, reviews, pricing, and features of ClientPoint alternatives in 2025. Slashdot lists the best ClientPoint alternatives on the market that offer competing products that are similar to ClientPoint. Sort through ClientPoint alternatives below to make the best choice for your needs

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     monday sales CRM Reviews
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    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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    PandaDoc Reviews
    Top Pick
    PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.
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    Showpad Reviews
    Showpad Enablement Operating System® (eOS), unites marketing teams and sales teams for revenue-driving experiences. Empower sellers to engage buyers with relevant content and training and run deals confidently. Showpad eOS® offers a centralized platform for content and sales tools, allowing sellers to adapt instantly to buyer needs. They'll have the answers at their fingertips. Bring physical products to digital app experiences. From 3D models to immersive 360deg showrooms, you can engage in more engaging conversations in person. Plus, sellers can collaborate with decision-makers through comments and uploads on a Shared Space -- a convenient and customizable microsite that helps accelerate the sales cycle. Showpad Coach helps you scale the winning behaviors of top sellers to train, coach, and onboard your team to become trusted advisors.
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    Close Reviews
    Top Pick
    Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.
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    XaitPorter Reviews
    XaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering.
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    Sign.Plus Reviews
    Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.
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    DocSales Reviews
    Top Pick
    You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors
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    Zomentum Reviews

    Zomentum

    Zomentum

    $99/month (up to 2 users)
    Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.
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    Allego Reviews
    Allego's learning platform and enablement platform improves sales performance by combining content, learning, and collaboration into one app that is designed for the flow and efficiency of work. Allego helps teams to get onboard faster, deliver the right messaging and collateral, quickly adopt best practices and content, coach and practice more often, and collaborate with their peers and the home office more effectively.
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    Groove Reviews
    #1 Sales Engagement Platform for Salesforce & Gmail users. Groove, a Clari Company, helps sales reps, managers, and operations increase their revenue by up to 25%. Our solution empowers sales organizations to plan and execute targeted outreach at scale, engage top accounts using smart account-based sales features, drive productivity with actionable analytics, and engage top customers with personalized outreach. Our solution powers over 40,000 sales reps from top companies such as Google, Prezi and Slack. Two-way integration between Salesforce and Google Calendar Email open, click tracking & sent later Create, edit & enrich all SFDC objects Automated email sequencing
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    RocketDocs Reviews
    Our platform of solutions makes it easy to collaborate, share and create winning responses, from creating RFPs, RFIs, and Questionnaires to assembling Proposals, Contracts, and Sales Collateral. Our platform's tools and features include scalability and personalization. We have thought of everything. Our core features include custom workflows and real-time tracking, as well as the ability to create unlimited projects. Our core features are available in all our solutions, so you can always access world-class functions that will help you work efficiently and speedily.
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    trumpet Reviews

    trumpet

    trumpet

    £29 per user per month
    Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.
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    OneMob Reviews

    OneMob

    OneMob

    $20 per month
    You can create video, build microsites and run campaigns. All of this information can be tracked and synchronized back to your CRM. Recording a video can be stressful. OneMob makes recording as simple and flexible as possible. The best videos are as personal and memorable as possible. You want to send personalized videos to hundreds or even thousands of customers? OneMob makes it easy. Our robust sales engagement platform will help you increase your meetings, revenue, and pipeline. All your marketing and sales content can be uploaded, managed and maintained. Create personalized, company-branded web pages with content. Send up to 2500 personal emails, amplified with video. You can create branded links and share them on any channel. Track opens, clicks and watch time. Document downloads. Click clicks. All data will be logged back into your CRM.
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    Letter AI Reviews
    Letter AI helps you win more, faster and better. Your revenue teams will have everything they need to close sales, from training and coaching to collateral, to real-time support, all in one unified platform, with AI at its core. Supercharge your sales teams with engaging content and coaching that is always up to date, personalized and relevant. AI provides built-in minutes. Create mock personas for your sales pitch and create interactive training, video based learning and certification pathways using your existing documents in minutes. Find the right assets, personalize them to your customers or create from scratch using AI magic. Ask anything, and get a personalized answer from your AI co-pilot who has deep expertise in your products & company. We are also concerned about your privacy and security. We use industry-leading security frameworks to protect your data and never use it to train our models.
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    ClearSlide Reviews

    ClearSlide

    Bigtincan

    $35.00 per user per month
    3 Ratings
    Sales Enablement That Closes Deals. The most comprehensive sales engagement platform that combines content, communications, as well as sales intelligence. Every buyer interaction counts. To ensure discoverability, organize recommended content and team collections. This makes it easy to create and personalize content that is always current. Every customer interaction matters - online, mobile, screenshare, and in-person. Unprecedented visibility into all customer interactions - giving reps and sales leaders the insights they need to make better business decisions. Unique rules-based recommendations help sellers find the right content at the right stage of their CRM. This will increase productivity and speed up the sales process. ClearSlide Replay recordings, performance dashboards, and coaching tools allow you to quickly onboard and scale best practices.
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    QorusDocs Reviews
    QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.
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    GetAccept Reviews

    GetAccept

    GetAccept

    $25 per user per month
    1 Rating
    GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.
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    Bigtincan Reviews

    Bigtincan

    Bigtincan

    $39.50 per user per month
    Bigtincan's sales platform helps organizations turn customer engagements into long-term, valued relationships. It uses four pillars: document automation, sales training and coaching and sales content management. Our platform is device-agnostic and was developed in collaboration with Apple. It offers a beautiful, intuitive user interface that can be customized to your brand and the work of your teams. Bigtincan's UI is compatible with both desktop and mobile devices, making it one of the most trusted mobile sales enablement platforms. To extend the functionality of Bigtincan Hub, you can purchase add-ons that include integrated software solutions such as a modern learning management system (LMS), document automation, and a digital catalogue application. Bigtincan can also integrate with your existing tech stack via over 100 third-party integrations.
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    Dock Reviews
    This is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads.
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    Journey Reviews

    Journey

    Journey

    $29 per month
    Equip and enable prospects to become champions. Share resources with a single hyperlink and make it easier to sell you internally. Share relevant files, links and resources with prospects without worrying about delivery. You can track prospects' activities and provide timely, relevant support to them throughout their sales journey. Empower sellers to update existing resources, create new content and monitor sales activity in one place. No more searching your inbox. Make it easy for champions and key decision makers to share resources. Create content to support the entire revenue generation process, from prospecting through to closing and retention. Create content that will empower your champions to succeed throughout the sales process. Combine PDFs, texts, videos, etc., and share with prospects all in one place. Journey is a storytelling tool that helps sales teams transform endless email threads and attached files into an interactive workspace.
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    Upland Qvidian Reviews
    Upland Qvidian makes it easier to create a winning proposal, and respond to RFPs more efficiently. Upland Qvidian, a cloud-based, feature-rich proposal and RFP automation software solution for enterprises, streamlines content management and improves business efficiency through a single trusted content repository. Upland Qvidian offers many key benefits, including centralizing sales and proposal content and enabling real-time collaboration. It also ensures compliance and allows for the creation and delivery of professional documents.
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    Topo.io Reviews

    Topo.io

    Topo.io

    €49 per user per month
    Topo.io allows sales teams to progress with buyers by centralizing all stakeholders, resources and deals in one place. Topo.io can be integrated with your CRM or other business tools to help you keep track of prospect activity and engagement. This will save you time on follow-ups and reports. Share your QBR with your clients in a structured manner. Gather all information shared throughout the sales cycle to ensure a proper onboarding. Identify and replicate the best practices of top-performing employees and share them with the entire team. By providing your Reps with templates that are already adapted to the sales cycle, you can reduce the time it takes to close a deal. Track the best performing content and ensure alignment between marketing and sales.
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    OnePgr Reviews
    OnePgr is a pioneer in a fundamentally new approach. OnePgr delivers information to you in context of your conversations. This will redefine the way sales reps prospect and sell, support professionals support customers, and how teams get their projects done. OnePgr's vision is based on three fundamental principles: aggregated business information in one location, contextual, embedded communication and shared access for all team members. OnePgr allows you to seed your shared workspace by inviting your team or adding content. All information is automatically gathered. Embedded communication allows you and your team to exchange video messages, hold meetings, share documents, and add bookmarks to the shared workspace. All interaction history, including phone recordings, video recordings, and live chat messages, is preserved. OnePgr recognizes that every functional team requires different workflows, so we have combined OnePgr building blocks to make apps.
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    Forward Reviews

    Forward

    Forward

    €29/month/user
    Forward helps sales teams win deals and onboard clients faster. Forward's engagement platform centralises resources, stakeholders, sales tools, and interactions into a single digital workspace for seamless collaboration, a standout experience, and faster buyer decision. Forward's digital sale rooms are shareable via a single link, and come with a host of superpowers. Real-time collaboration to ensure smooth deal progress - Sales insights for tracking engagement - Plan mutual-action to keep your deal on course - Auto-personalization for a competitive edge Sales teams can control their deals, reduce friction, and increase conversion rates. Forward offers a free trial to help you discover the best way for you to move your deals forward.
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    Paperflite Reviews

    Paperflite

    Paperflite

    $30 per user per month
    1 Rating
    Paperflite is a platform for managing sales collateral and marketing content. Paperflite allows marketing teams to organize, curate and distribute their content to customers success teams, channel partners, and sales teams. Paperflite provides real time engagement analytics on both internal and external user interaction with content. This allows sales reps to prioritize leads and know when to follow-up. Paperflite is compatible with leading CRMs and Marketing tools, and is available across all devices.
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    Distribute Reviews

    Distribute

    Distribute

    $49 per member per month
    Meet Distribute, the AI-powered page creator for founders, creatives, and salespeople. Browse our library of more than 100+ conversion-optimized template and create a page that's just for you Set up your lead-gen forms, pop-up calendars, and email fields in seconds, then connect them to your favorite platforms. Then, set everything on autopilot. Mini-marketers can generate 10x more engagement with prospects without the hassle of complicated website builders A Distribute Page is a high-value content piece that will move your dream prospects from curiosity to commitment.
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    seProposals Reviews

    seProposals

    salesElement

    $85 per user per month
    When creating a quote, the seProposals pricing engine will guide your sales team. Only authorized users can modify pricing. This means you don't need to worry about pricing errors or discounts that have not been approved. Access key resources like case studies, cover letters, and images from the asset library. You can ensure that your sales reps have the most current, approved content for proposals. This is true even if the material is new to you. seProposals integrates seamlessly with all major CRM systems. Maximize the power of your CRM to maximize sales efficiency and reduce errors caused by duplicate data entry. Our templates can be customized to match your brand and design specifications. Every proposal, no matter who it is created, follows your corporate style. Your proposals will look great, and you won't have to waste any sales time formatting them.
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    123PAS Reviews

    123PAS

    123PAS

    $375 per user per month
    Only software on the market that can detect possible non-compliance issues before authors write a single word. The [compliance assistance] report below is automatically generated by the pm when it creates a cross-referenced matrix. This is only one of several compliance support reports that our software can create. The automated color review area provides reviewers with the tools to produce more "effective" pink and red team reviews. Our automated color review tools can be used to speed up the process, make it easier for reviewers to review your proposal and provide feedback and suggestions that will help you make it a better document.
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    Sculptor CPQ Reviews
    To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.
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    DealHub Reviews
    DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).
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    SAP CPQ Reviews
    SAP CPQ (formerly CallidusCloud CPQ: Enhance customer experience by empowering sales teams and partners to offer complex product configurations and optimized pricing. The SAP CPQ solution allows you to offer the right product at a right price and time. It also makes it easy to connect SAP CPQ with any CRM or ERP platform. Sales reps can sell more channels faster by reducing order errors, generating proposals immediately, and providing channel- and customer-specific pricing. To generate quotes faster, reduce approval times, speed up sales cycles, and allow staff to concentrate on sales, create intelligent, integrated sales processes that automate sales. To maximize sales opportunities, increase cross and up-selling, optimize pricing, and protect margins, improve business insight.
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    Dubb Reviews
    Top Pick

    Dubb

    Dubb

    $59 per user per month
    20 Ratings
    You can easily create actionable videos anywhere you are to increase engagement, bookings, sales, and revenue. Increase engagement on social media and emails. You will have more meaningful appointments in your calendar. Your sales funnel will help you get more prospects. Dubb video landing pages can be easily sent via email or SMS to convert viewers into clients. We are here to meet you wherever you are. Get a free trial of Dubb today to discover how we can help you with video. You can easily create dynamic business videos using the Dubb Mobile App. You can share your videos on your favorite channels, and make multiple calls-to action. Track your contacts' engagement via email, forms, video, and calls-to action. The Dubb Mobile App allows you to easily create dynamic business videos. To increase conversions, share to your preferred channels. Track your contacts' engagement via email, video and calls to action.
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    Ravyn Reviews
    Ravyn is the first and fastest AI sales tool in the world. It captures insights to increase your revenue and strengthen your relationships. Ravyn's AI automatically categorizes and captures insights directly from your notes. Ravyn automatically creates next-generation client profiles as you capture insights. This helps to build deeper relationships and meaningful engagement. Ravyn is the only platform that gives you a more complete view of your clients. This allows you to turn cold business contacts into happy clients. Ravyn is an excellent AI tool for: • Sales Professionals • Account Management • Marketing professionals • Business Development • Customer Success • HR & Recruiting • Investment Managers • Nonprofits & Fundraising
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    SalesPanda Reviews

    SalesPanda

    SalesPanda

    $99.00/month/user
    An Integrated Sales Enablement and Acceleration Platform for all your Sales Channels. Improve sales productivity and performance with digital automation.
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    envivo Reviews

    envivo

    envivo.io

    €19 per month
    You can increase your deal close rate by sending personalized offers to prospects via a brand microsite. This allows you to cluster the content that you send for greater impact, engage in personal conversations with prospects, and remind them of important dates. Your personal relationship with your prospect starts at the moment of first contact. It begins with a proposal, moves to signature, then it's onboarding. envivo is the only way to manage all your clients. Answer all their questions, make offers, share documents, manage contracts, and onboard them. envivo allows you to have a personal conversation with your prospects and customers. They can access your offer on any device, whether it's a smartphone, tablet, or laptop. Instead of endless phone calls, emails, and documents, all of the sales process can be done in one place.
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    RELAYTO Reviews
    Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients
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    Upland Altify Reviews
    Upland Altify is a revenue optimization company. Companies can generate value from every customer interaction to increase revenue. Customer Revenue Optimization (CRO), which helps sales teams win the most important opportunities, increase revenue in key accounts, and improve sales execution through the alignment of the extended revenue team, enables them to achieve customer revenue optimization. Altify's CRO apps are natively built on Salesforce and help thousands of salespeople, leaders, and executives achieve customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGEMENT guides sellers to follow a proven sales process that maximizes their ability to deliver a winning outcome to both the customer and the seller. Sales Process Manager, based on industry-proven templates and customized to your business, is a visual representation that shows you your sales process with links to the right content. It also includes links to the tools and resources your salespeople need to move prospects through the sales funnel.
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    DealPoint Reviews

    DealPoint

    DealPoint

    $70 per user per month
    Sharpen your forecasting and achieve higher close rates. DealPoint is a deal management and collaboration software that helps sales teams succeed in complex solution sales. Our customers' reps experience 2x higher close rates, +20% ACV, and faster velocity. Managers can see forecasting accuracy increase up to 95%. You can easily customize and share a clear path from today to customer benefit. Track who is doing what by aligning your team profiles with those of the buying team. You will need the metrics to prove value and status of deals, as well as two-way integration with CRM. You can easily share case studies, requirements, and the most recent documents in one place. DealPoint keeps SFDC up-to-date for reps because they don't like it. Serious buyers want to know if you can keep your promises.
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    Proposable Reviews
    You can save time and headaches by avoiding the tedious copy/paste process and instead use Find & Replace to create new proposals for your customers and prospects. You can simplify your new proposal workflow in just a few clicks. Instead of spending hours customizing new proposals, you will be able to do it in minutes. Your clients with stunning proposals will be noticed. For a more engaging sales presentation, add rich media and video directly to your proposal pages. After your proposal has been accepted, stop chasing payments. To instantly collect your initial payment, turn on proposal payments. Follow these steps to get your client to accept, pay, and review the proposal. To enable seamless sales proposal workflows, connect to the products that you already use to manage sales data. Dynamically create proposals using your CRM opportunities. Push proposal events back into CRM to improve visibility of all in-progress sales deals.
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    Moxtra Reviews
    Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.
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    Fedmarket Proposal Architect Reviews
    Many companies treat federal government proposal writing like a stepchild. These companies view the process of responding to a federal Request for Proposal as a complicated and tedious task. Instead, it becomes a series chaotic events that culminates in a last-minute crunch just days (and nights) before the proposal is due. The Proposal Manager (if there is one), who can produce the majority of the proposal but cannot provide the technical solution to the customer's problem, is the center of all this chaos. Proposals are most successful because they have a customer-centric, compelling, technical approach. Usually, the center of the chaos is the one who produces the approach. The Proposal Architect uses a table-driven method to develop a technical solution for a customer's problem. The Proposal Architect will provide suggested formats for work breakdowns. These will then be converted to linked tables with task and subtasks to create a detailed outline of the technical approach.
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    Meetsales Reviews
    Your online customers tend to abandon their orders halfway through the purchasing process. This is because online shopping is not perfect and lacks the human touch. Meetsales helps you combat cart abandonment. It empowers your Sales Reps so that they can assist clients through the shopping process from the beginning to the end. We help Sales Teams navigate these changing times by providing a single solution that allows Sales Professionals and Managers alike to seamlessly transition from off-line to online without any compromises. Meetsales is the only remote sales tool that allows you to bring an interactive shopping cart into your call. It combines B2B sales with human-to-human relationships again, improving the customer experience for your online store. Meetsales is based on a simple principle: It integrates eCommerce capabilities into a video conference to promote online B2B sales.
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    Beehivr Reviews
    Preparing key documents, brochures and other relevant products ahead of time is a good way to add participants. You can make the most of every meeting by having all your marketing and sales resources in one place, ready for you to search and present with ease. A dynamic catalog with descriptions, specifications and videos will showcase your product knowledge. A mobile-responsive website allows you to share and track an automated meeting summaries with potential clients. Beehivr is a perfect complement to your existing CRM solutions. It stores meeting summaries and customer opt-in details, as well as insights and feedback, directly into your CRM.
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    Aligned Reviews

    Aligned

    Aligned

    $29/seat/month
    Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.
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    Enable Us Reviews

    Enable Us

    Enable.us

    $50 per user per month
    Our digital sales rooms make it easy to organize, share, and analyze all the information your sellers and buyers need to quickly close deals. All your marketing content, sales content, as well as customer voice, in one place. B2B sales can be time-consuming and difficult. It is difficult to manage content creation, distribution, Zoom meetings, Q&A, and Q&A with 2-20 buyers and influencers. This is where Enable comes in. It streamlines the entire process and allows you to manage it all from one digital sales room. Sellers can spend up to 25 hours per month finding the right content. Content sprawl is real. It makes managing and finding the right content difficult. All the information sellers and buyers need to quickly close deals can be found in one place. Too often, we make it difficult for our champions help us close our deals. Your champion will have to coordinate with their team by coordinating with them via a multitude of emails, meetings and phone calls. Enable monitors all sales activity and alerts sales in real time.
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    Sofon Guided Solutions Reviews
    Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.
  • 47
    Proposal Studio Reviews
    Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.
  • 48
    Apollo.io Reviews

    Apollo.io

    Apollo.io

    $49 per user per month
    3 Ratings
    Apollo is the platform for your entire end-to-end sales strategy. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy.
  • 49
    Hyphenate Reviews
    Hyphenate, an AI-powered platform, accelerates the creation and customization of sales proposals and statements. It analyzes past documents such as proposals, SOWs and marketing collateral to understand a company's capabilities and services. Subject matter experts and solution architects can input relevant sales information through emails, call transcriptions, and other material. Hyphenate generates tailored proposals that allow experts to edit and refine the content. This process reduces the amount of time, energy and resources required to produce high-quality proposals, allowing teams to respond quickly to client requests. The platform is designed to help solution-oriented teams in a variety of industries, such as IT services, law offices, management consulting, market-research companies, insurance brokerages, construction, high-tech professionals services, and financial service.
  • 50
    Reply Reviews

    Reply

    Reply

    $49/user/month
    Reply.io is an AI-powered sales engagement platform that streamlines cold outreach with multiple mailboxes, turns website visitors into booked meetings with AI Chat, and optimizes your sales process with AI SDRs—covering everything from building lead lists to creating personalized sequences. Trusted by over 3,000 businesses and recognized among G2’s Top 50 Sales Products for 2024, Reply offers: - Cold Outreach Tools: Connect with prospects via emails, LinkedIn, WhatsApp, SMS, calls, and more - all combined in dynamic, conditional branch sequences. - AI SDR Agents: Automate sales outreach to increase meeting bookings. - Reply AI Chat: Engage website visitors and convert them into leads with AI-driven chat and video avatars. - Email Deliverability Suite: Ensure high email deliverability rates with comprehensive email health tools and Mailtoaster.ai. - Agency Growth Hub: Custom solutions for sales and lead generation agencies, featuring integrations, an agency dashboard, and a sales experts marketplace. Reply.io is ideal for small businesses, medium businesses, startups, agencies, and enterprises alike.