Alternatives to HiDOCTOR

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.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

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.

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.

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

Sales Buzz is a 360° Mobile Sales Force Automation System, that works via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to increase revenue, improve data insights and enhance customer service A technique of using software to automate the business tasks of salesmen, including journey planning, contact management, order processing & invoicing, inventory control, tracking and customer management. Sales Buzz objectives includes, increasing control on Sales Team, Merchandisers, Deliverymen and Collectors. It improves efficiency. It also automates repetitive tasks, there is scope for reducing errors significantly, creating better working schedules, and enabling faster access to information. It provides exclusive insights that can help the sales representatives and sales managers create a strategy that will increase their sales reach in the future. It optimizes use of current assets and resources. It automatically gathers and processes data to extract actionable insights to help businesses make informed decisions.

A powerful, targeted analytics platform that empowers Pharma Sales Reps to make better decisions in the field based on data pushed directly to their mobile devices. TikaPharma provides relevant and actionable information to Pharma Sales Reps about their customers, products and territories. This allows reps to build and maintain stronger relationships with their customers.

Ecubix Smart Sales offers a straightforward and effective platform for collaboration among field teams and management in the workplace. This solution features Field Force Reporting and Sales & Distribution systems tailored for pharmaceutical companies. Each component is robust enough to operate independently or as part of a unified and centralized ecosystem that benefits pharmaceutical organizations. Furthermore, ecubix Smart Sales can seamlessly integrate with ERP systems, providing visibility up to the highest management levels. The Field Force Reporting solution, also known as Pharma reporting software, addresses all aspects of the field sales team's activities, equipping them with valuable insights for prompt decision-making. Additionally, the Billing & Distribution Solutions serve as a unique mini ERP that covers every facet of the Sales Distribution supply chain. Alongside these offerings, ecubix Smart Learning provides a cloud-based training software that enables users to create and manage tailored training and assessment modules for employees, ensuring their continuous development and compliance with industry standards. This comprehensive approach not only enhances operational efficiency but also fosters a culture of learning within the organization.

Introducing a comprehensive suite of sales solutions tailored for your enterprise, featuring award-winning interactive video technology. Verb Technology Company, Inc. is swiftly establishing itself as a frontrunner in the realm of interactive video webinars, CRM, and sales and marketing tools aimed at businesses. With locations in California and Utah, this innovative firm delivers next-generation CRM lead generation and video marketing software to sales-oriented organizations across over 60 countries and in 20 different languages. The proprietary and patent-pending technology platform developed by the Company yields real-time, quantifiable outcomes, with clients reporting remarkable increases of over 600% in conversion rates. Their software-as-a-service (SaaS) offerings are cloud-based and compatible with all mobile and desktop devices, available through subscription plans for both individual and enterprise clients. Furthermore, the Company’s technology seamlessly integrates with widely-used ERP, CRM, and marketing platforms, enhancing its versatility and effectiveness in diverse business environments. As a result, organizations leveraging VERB's solutions are better positioned to thrive in today’s competitive market.

Enhance your healthcare professional (HCP) engagements and streamline your commercial processes using a comprehensive Super App designed for edetailing and closed-loop marketing, covering everything from content distribution and sample management to compliant, multi-channel communication. By closing the feedback loop in both marketing and sales efforts, you can significantly boost operational effectiveness. This all-encompassing solution empowers you to implement your strategic initiatives. Improve your interactions with HCPs and foster deeper customer connections through customized, targeted content. With cutting-edge technology available at your fingertips—whether you’re at home, in the office, or on the move—you can seamlessly integrate your commercial operations. Pitcher provides various pathways and functionalities, specifically tailored to meet the unique needs and demands of commercial representatives, medical science liaisons (MSLs), or key account managers (KAMs), ensuring that each role is supported effectively. The flexibility offered by this Super App positions you to adapt and thrive in an ever-evolving market landscape.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Discover an incredibly effective business software that users truly appreciate. More than mere software, it serves as a helpful partner on your journey toward achieving success. This tool alleviates workplace stress and enhances overall happiness! If your business relies heavily on field operations, SalesTrendz can transform the way you manage them. It efficiently oversees your field team's attendance and distribution from a single platform. Observe your sales personnel in action and assess their performance against set targets with ease. Eliminate the need for numerous report calls and emails by consolidating all customer interactions in one location. Effortlessly monitor orders, returns, visits, feedback, and every sales-related activity while on the move. Maintain oversight of your sales executives as they engage with customers and distributors. SalesTrendz boasts numerous success stories from various businesses and industries with large field teams dispersed across different regions. With tailored modules designed for both product and service sectors, SalesTrendz meets the unique needs of each industry, ensuring optimal performance and satisfaction for users. Experience the difference that specialized software can make in streamlining your business operations.

Monitor and oversee your workforce through real-time location tracking capabilities. Manage product stock levels and gain detailed insights based on sales performance. Facilitate communication and collaboration among team members for effective project completion. Track and add expense reimbursements instantly, ensuring efficient financial management. Users have the flexibility to fill out forms once or multiple times, with the ability to capture the location of each submission. The Field Force Connect application empowers you to oversee employee check-ins, checkouts, and attendance from any location at any time. Leads refer to the information collected about individuals or representatives of organizations. Additionally, Field Force Connect enables the creation of a structured roster plan for employees, allowing for task assignments and alignment of workflows. This application is particularly suited for the manufacturing sector, as it supports Field Officers, delivery personnel, and managers, optimizing processes such as sales order placements, delivery confirmations, and product movement while benefiting the entire organization. With these features, businesses can enhance productivity and streamline operations.

At Carevoyance, we provide an integrated set of tools and healthcare data that eliminate the need for separate healthcare lists and data integration costs. Each engagement comes with the most current healthcare data available, ensuring you always have access to fresh information. To maintain this freshness, we constantly gather and integrate data from hundreds of diverse sources related to physicians and facilities into a unified, searchable analytics platform. This system enhances your sales operations and marketing workflows, ultimately boosting your commercialization efforts. Rather than seeing healthcare data as a mere endpoint, we focus on fostering collaboration through our workflows, analysis, and reporting features, enabling your commercialization team to discover new insights that drive market growth. Additionally, our experts will collaborate with your team to identify and refine pertinent healthcare codes, develop precise search queries, and produce insightful, visually appealing reports tailored to your needs. By partnering with us, you gain not only data but also strategic support aimed at expanding your market presence effectively.

VanillaSoft recognizes that optimizing the lead generation calling process significantly boosts sales figures. To address this need, they have developed a comprehensive cloud-based solution that merges features typical of contact center software with essential tools for sales teams to effectively route, manage, and engage with prospects. Agents have the flexibility to utilize either Progressive Dialing or Manual Dialing while benefiting from in-app features such as Call Scripting and Team Chat. At the same time, team leaders are equipped to enhance caller performance through resources like Call Recording, Quality & Queue Management, and automated performance analytics, ensuring a more efficient sales environment. This multifaceted approach fosters collaboration and improves overall team effectiveness in driving sales.

Mobile workers can be managed using project KPIs. They can also collect data from field activities and create powerful data and photo reports that can be shared with clients or internally. TeamHaven has over 28 years of field sales experience and can provide a customized, affordable solution for any campaign or field force need, no matter how simple or complex. Get a 30-day free trial to get started with TeamHaven. There are no setup fees or monthly subscriptions. TeamHaven's flexible and cost-effective solution makes it easy to assign jobs to field teams in minutes. TeamHaven allows you to manage your staff and projects from one place, whether you have your own field team or use an agency. The intuitive TeamHaven Mobile app is available for Android and iOS. It allows you to collect data and brief your teams. Field staff can quickly get up and running in their native language in minutes. They can also complete activities without the need for internet access.

Enhance your sales strategy, boost your income, and reduce expenses with our streamlined automation solutions. Our innovative technology aims to elevate both revenue and the output of your sales team. We have developed a user-friendly sales leads management system that significantly reduces the need for door-to-door sales meetings by 40%, leading to immediate improvements in productivity. Utilize our real-time reporting tools to motivate your sales teams to achieve their targets and enhance their performance. Gain a competitive advantage and expedite your deal closures with our efficient sales process. Work with leads in a more intelligent and effective manner using our straightforward disposition and filtering options. Improve your management capabilities with up-to-the-minute personalized analytics. Our system is built to seamlessly integrate with TPV systems and is compatible with all browsers, platforms, and devices. Say goodbye to tedious paperwork; you can send executed contracts with just a click. Additionally, our platform includes easily accessible marketing materials such as videos, charts, and PDFs, making it simpler than ever to support your sales efforts. With these tools at your disposal, your sales team will be empowered to reach new heights of success.

EvoFFA is a specialized software for evolutionary field force automation tailored for the Delivery and Collection teams operating in the field. The Daily Delivery & Collection Schedule feature enhances the efficiency of daily visits and activities, ensuring timely operations. With Real Time Update functionality, users benefit from instant access to inventory, collection reports, and tracking for both the warehouse and accounts team, significantly streamlining the end-of-day closing for inventory and collections. These attributes position EvoFFA as a highly sought-after software solution for businesses in the FMCG sector, regardless of their scale. The software not only outlines the day's routes but also provides precise directions for Delivery and Collection personnel, facilitating seamless real-time tracking of field resources. Furthermore, the Delivery personnel can utilize this advanced FMCG field force automation system to manage unscheduled deliveries and check product availability, while also accommodating partial deliveries. Additionally, collection agents can conveniently collect payments from nearby customers who are approaching their due dates, enhancing overall operational efficiency. Overall, EvoFFA serves as a comprehensive tool that integrates various functions to support field teams effectively.

Cerrebro is an innovative cloud CRM platform that transforms the connectivity between customers, leads, marketing professionals, and sales teams. Our primary goals are to enhance lead conversion rates and foster both customer growth and retention. We achieve these aims by developing a robust, adaptable, and user-friendly CRM solution that emphasizes the latest technological advancements. The Field Force Management module guarantees that your on-ground team stays linked to the CRM through an intuitive mobile application, minimizing their reliance on back-office support. This approach not only enhances the management of field teams but also simplifies reporting processes. Recognizing that each client possesses unique needs and preferences, we tailor these requirements within our established framework to deliver a high-caliber, customized product. Our proficiency lies in ERP technologies, bespoke business solutions, and mobile business applications, ensuring we meet the diverse demands of our clientele effectively. By prioritizing innovation and user experience, we aim to redefine CRM solutions in the modern business landscape.

With StayinFront PitchBook®, sales representatives can engage with store managers by utilizing tailored data and strategies, ultimately increasing their sales during each visit, as they are equipped with sales tools that facilitate compelling, data-backed presentations in-store. StayinFront provides mobile solutions for field forces that cater to both traditional and contemporary markets, encompassing everything from large retail chains to smaller independent shops. By implementing guided workflows and offering immediate access to organizational information, your field teams can work more effectively and efficiently. A variety of companies, ranging from small FMCG independents to large multinational corporations, are witnessing positive outcomes through StayinFront's comprehensive retail execution, field force management, van sales/direct store delivery (DSD), retail distributor management, and in-store selling solutions. This versatility enables businesses to adapt to changing market demands while continuously improving their sales tactics and strategies.

Brandscopic offers cloud-based software that not only oversees but also evaluates experiential marketing initiatives. By utilizing the data generated by your brands, agencies, and social media platforms, we provide insights into competitor activities, consumer sentiments, and the effectiveness of your campaigns. Effortlessly collaborate through shared calendars, real-time notifications, and task assignments. Our comprehensive event planning tools streamline the process of scheduling and staffing, allowing you to have a consolidated view of your entire team and their activities. Create personalized recaps using conditional logic and guided workflows tailored to your specific requirements. Design marketing campaigns that align perfectly with your business objectives. Monitor the real-time progress of your campaigns, spot emerging trends, and establish clear goals. Leverage your insights to produce engaging visual reports for clients, team members, and partners. Quickly gather data on-site using your mobile device or tablet, enabling you to create dynamic recaps and workflows customized to your unique campaigns. With Brandscopic, you can enhance your marketing strategies and optimize your overall performance.

PharmaWorx bridges the gap between marketing efforts and customer insights by providing immediate data collection and facilitating customer engagement, ultimately strengthening the customer relationship. Med Representatives utilizing PharmaWorx can seamlessly visit a physician's office, activate their iPad or Android tablet, and deliver product details while also completing prior assignments or jotting down notes from the current interaction, along with distributing samples. Should a physician show interest in specific media such as images, videos, or brochures, the representative can conveniently send this content directly from their tablet to the doctor’s email while still on-site. The adaptability of this solution allows for straightforward integration with various Enterprise Resource Planning or Supply Chain Management systems, ensuring prompt and relevant access to critical business data. By enhancing communication and responsiveness, PharmaWorx not only improves operational efficiency but also fosters a more informed and engaged healthcare environment.

Effectively manage and evaluate daily sales activities, including dispatches, supply and delivery. Real-time data is available to increase sales closings by 45% and eliminate multiple integrations. You will see a 18% drop in sales cycle time, and a 14% decrease in sales administration time. It provides a dynamic framework with shareable modules and a tailored base design. Full visibility of tasks and sales goals, transactional data, Orders tracking, Accounts receivables, etc. Quick access to delivery plans and inventory visibility. Full visibility into sales reps activities, allowing them to monitor sales orders in real time and measure KPI's. It provides a high-level overview of sales targets and KPIs. This site contains information about how to sell products on the market. Real-time orders, stock counts, invoices, and accounts settlements are supported. Promotions and discounts on products that are perceptible Collecting as much data as possible about customer demand for products.

Revenue Grid serves as an AI-driven platform for Guided Selling, assisting sales teams with tailored, actionable insights that direct them towards effective strategies, highlight deals at risk, and identify the most impactful steps to take. This innovative approach to B2B sales emphasizes understanding and addressing the unique needs and challenges faced by sales teams. Our core belief is to deliver comprehensive, step-by-step support for every opportunity within a salesperson's pipeline, ensuring that teams are optimally positioned to achieve success. By providing complete transparency into the sales pipeline, ongoing deals, and team dynamics, we enhance the understanding of the sales process. Additionally, our platform automates routine tasks and empowers sales representatives to advance deals through the sales funnel effortlessly. With proactive Signals derived from AI analysis, comprehensive communication data, and established sales methodologies, sales teams receive clear guidance on deal status and engagement. This way, users can effortlessly track the progress of each deal, understand past activities, and anticipate future developments, leading to more informed decision-making and greater overall success.

Entersoft Pocketbiz® encompasses a comprehensive suite of Android mobile applications, including Pocketbiz Sales, Pocketbiz Field Service, Pocketbiz Pharma, Pocketbiz Track & Trace, and Pocketbiz Business Intelligence, all designed to empower sales and customer service professionals in the field to enhance their productivity. This suite features integrated tracking of industrial units that provides a complete view of the product lifecycle alongside a detailed breakdown of costs. It facilitates the interconnection of various factory components and production stages, beginning with product design and research and development, as well as defining recipes for both finished and semi-finished goods, while meticulously documenting production processes and quality control measures, alongside associated expenses. Furthermore, Entersoft delivers customized solutions to meet the unique requirements of each manufacturing facility, such as touch screens and tablets, ensuring seamless data entry for movements and precise time and phase tracking. These tools not only streamline operations but also significantly contribute to informed decision-making in manufacturing environments.

Sales enablement for b2b marketers. Enablix is used by marketers to empower sales and customer facing teams and provide buyers with valuable content experiences. Today's sellers need quality content to empower buyers and speed up their buying process. Your sales team should be able to deliver targeted, quality content at the right moment to the right buyer. Keep sales and marketing on the same page regarding content and messaging. Streamline sales communication so reps can know what content to use, when and how to use it effectively. Create engaging content experiences instantly based on the buyer's persona or prospect's profile. To empower buyers and engage customers, create microsites and content hubs. High quality content is essential for modern sellers to provide "buyer value" and increase their pipeline. Content insights can help your sales and marketing teams make informed investments.

Streamline your sales process by eliminating manual orders and paperwork through automation, allowing your field team to maximize their productivity. By planning sales routes and monitoring the visits of sales representatives to various points of sale in real time, you can effectively assess the performance of your sales force. Additionally, capturing secondary sales data through automated reports enables a comprehensive evaluation of both performance and competition. With the ability to uncover deeper insights, identify new sales opportunities, and generate customized reports, you can make more informed business choices. While enhancing productivity with leading sales force automation software is essential, the true value lies in transcending basic automation, enabling smarter sales strategies grounded in reliable data measured against relevant KPIs. Experience rapid implementation and immediate outcomes by going live within days, coupled with thorough training for both field staff and sales operations managers to ensure successful adoption and utilization. Ultimately, investing in this approach will empower your team to achieve greater success and drive overall business growth.

Revalize provides sector-specific software solutions to drive growth for manufacturing companies, their channel partners, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Through an automated, permission-based approval process, collaborative selling allows you to quickly provide a complete and accurate quotation package. Our Industry Vertical Solutions are supported by over three decades of domain knowledge and support the best brands around.

The combination of Account-Based Marketing (ABM) and Account-Based Sales (ABS) stimulates additional revenue growth and enhances pipeline speed. Identify and prioritize key accounts by leveraging advanced insights. Create organized strategies with tailored content and guided selling techniques to actively involve customers. Showcase value and assess effectiveness through comprehensive metrics and reporting dashboards. Execute account-based strategies on a large scale. Utilize guided sales approaches to engage customers effectively. FusionGrove empowers B2B sales teams, marketing departments, and channel partners to work together in driving revenue success. Accelerate lead progression and close deals more efficiently. Effectively connect with accounts using optimized content and guided selling approaches. Assign leads directly to sales representatives or channel partners as needed. Enhance campaign effectiveness and lead conversion rates through precise targeting and improved account insights. Develop structured strategies that align account interactions systematically, ensuring a unified approach across teams. This collaboration not only streamlines processes but also fosters a culture of shared success and accountability.

FieldPro is an innovative mobile and web platform created by Optimetriks that enables manufacturers and distributors to efficiently oversee and automate their daily field operations, ultimately leading to enhanced productivity. By connecting various players within the distribution ecosystem, our solution facilitates real-time information exchange among stakeholders. We empower brands to meet four critical operational goals that are vital for boosting productivity and enhancing performance: monitoring field personnel, mapping outlets, conducting retail audits, and automating sales processes. Our approach revolutionizes distribution by shifting from a hierarchical model to a more collaborative one, fostering stronger connections between businesses, their retailers, and field agents. With our Field Force Automation mobile application, FieldPro, you can access up-to-date data on your field sales activities, making your distribution process more streamlined and transparent. Additionally, our Field Sales app allows users to digitize and analyze orders in real-time, effectively removing obstacles associated with manual processes while improving overall efficiency. Embrace the future of distribution with FieldPro, where technology meets operational excellence.

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.

Funel.io is an innovative client-management platform specifically tailored for businesses in marketing and sales. It offers a multitude of smart AI tools, including buyer persona creators and a spam checker. The platform is designed to streamline your workflow, from client onboarding to daily updates. Integrating blockchain technology, Funel provides an extra layer of data security. Features like the proposals and invoice creator assist in creating professional and personalized documents for your clients. The real-time updates module facilitates frequent communication between your team and clients. By using Funel, you can focus more on enhancing business-client relationships and less on administrative tasks. Upgrade your business with Funel.io & transform client management.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.

If you are part of the senior leadership in the fiercely competitive consumer packaged goods (CPG) sector, you likely have a strong desire to grasp the nuances of the market dynamics. In today’s fast-paced environment, a top-tier mobile sales force automation system that offers immediate market visibility and real-time data is essential. Such a tool enables you to swiftly develop localized micro-strategies and supports your sales team in maximizing their productivity and performance. Given the rapid changes in the business landscape, it is imperative that your sales personnel have instant access to market data readily available at their fingertips. This capability is vital, as many strategic decisions of local significance rely on the timely acquisition of precise information. FieldMax® mobile equips your sales team with crucial insights that were previously confined to Excel spreadsheets and centralized ERP systems, enhancing both productivity and the quality of customer service while fostering a more agile response to market demands. In essence, investing in this technology not only streamlines operations but also positions your organization for sustained competitiveness.

Enlyft empowers B2B organizations to enhance their lead generation, accelerate deal closures, and boost customer acquisition rates. Utilizing an AI-driven customer intelligence platform, Enlyft employs machine learning to analyze and anticipate the purchasing behaviors of millions of companies globally, taking into account their technology usage, various business characteristics, and real-time buyer intent indicators. By enabling rapid identification, prioritization, and engagement with high-potential prospects, Enlyft helps increase sales effectiveness. The platform boasts a rich database of real-time data encompassing company firmographics, technology utilization, buying signals, and numerous other account-specific attributes. Through advanced machine learning models, businesses can predict future outcomes by integrating Enlyft’s detailed account insights with their own customer data. Furthermore, Enlyft allows for smooth integration of these insights into widely-used B2B sales and marketing tools such as Salesforce, HubSpot, Dynamics 365, and LinkedIn, among others. This ensures that records are enriched and data remains up-to-date, ultimately leading to more informed decision-making. With Enlyft, companies can truly transform their sales strategy and engage more effectively with their target audience.

LogiNext Field™ is an all-encompassing mobile workforce management tool that effectively schedules and optimizes tasks according to their priority for ever-evolving mobile field services, including field sales representatives, technicians, HVAC staff, and medical representatives, by leveraging innovative algorithms for workforce and work order management. This dynamic software also features capabilities for load distribution and the re-routing of service requests based on customer preferences or the proximity of available agents in the field. Additionally, it manages cash and card transactions, including Cash on Delivery (COD) at the point of sale, while providing electronic proof of service through images, signatures, timestamps, and geo-coordinates of customers, ensuring a comprehensive and efficient service experience. The integration of these features allows for enhanced operational efficiency and customer satisfaction in a rapidly changing market.

Skylead is a cloud-based LinkedIn automation & cold email software. Made for sales reps, SDRs, founders, recruiters, marketers, and similar professionals, it's built to streamline your outreach process, save up to 11+ hours of manual work per week, and help close 3x more deals. Main solutions: LinkedIn Outreach: Automate and combine LinkedIn actions to maximize touchpoints with prospects. Unlimited Email Outreach: Connect unlimited email accounts at no extra cost and safeguard your domain. Email Warm-Up - Warm up an infinite number of email accounts for free and prepare them for better deliverability. Smart Sequences: Use multichannel outreach and combine LinkedIn and email actions with if/else conditions to get to your lead one way or the other. Email Discovery & Verification: Discover your leads’ double-verified business emails even if you're not connected on LinkedIn. Image & GIF Hyper-Personalization: Create tailored messages and visuals for your outreach. Support by your side: Reach out to our live support team via chat or WhatsApp, or schedule a call and get answers to all your questions. Schedule a demo, meet our team, and get started with a 7-day free trial.

If you're in search of an all-encompassing solution that boasts a user-friendly interface at an affordable price, I highly recommend exploring C3FIELD - The Field Force Management App. This product is equipped with essential features such as selfie and geo-based attendance, team coordination, task oversight, route and beat planning, product cataloging, inventory control, order processing, shipment management, warehouse inventory oversight, expense tracking, and real-time monitoring, along with detailed reporting capabilities. Additionally, it allows sales personnel to create sales orders directly from the field and submit them for fulfillment. Ready stock orders can be processed and finalized on-site by sales staff, and notifications regarding dispatched orders are sent to the sales team to keep everyone informed. Furthermore, the data on dispatched orders can be easily retrieved from your existing software, ensuring seamless integration and efficient operations. By utilizing this app, your team can enhance productivity and streamline various aspects of field management.

Ekmob is an innovative mobile application designed specifically for sales teams to enhance their efficiency. Equip your field team with a Mobile CRM to access and analyze real-time data while in the field. Streamline your potential sales pipeline, effectively manage leads, and boost your closing rate significantly. Gain immediate insights into your team’s activities and monitor visits using a map feature. Confirm visits were conducted right on-site and create customized forms tailored for data collection needs. Capture and upload photos directly from the field for comprehensive documentation. Develop unique workflows that align with your processes and plan, manage, and oversee your route and schedule effortlessly online. Simplify the management of routine visits and stay organized with ease. Founded in 2015, Ekmob is a cloud-based service that seeks to optimize the performance of sales teams. Instantly analyze and refine your sales channels to enhance overall productivity. With Ekmob, field teams can significantly improve customer engagement and operational productivity. Centralize all your field activities and campaigns on a single, dynamic, and trustworthy platform, ensuring seamless management and execution. This comprehensive tool is essential for any sales team looking to gain a competitive edge.

Onsight is an all-encompassing collection of mobile sales tools designed with the needs of manufacturers, wholesalers, and distributors in mind. With its adaptable interface and user-friendly design, Maxxor Business Solutions enhances sales efficiency by streamlining the ordering process. Accessible on iPads, Windows tablets, and Android devices, Onsight empowers sales representatives to efficiently handle client data, showcase the latest products to clients, and swiftly generate quotes and orders, all while being offline or traveling. This mobile solution not only supports sales reps in their daily tasks but also significantly boosts productivity and customer satisfaction.

StayinFront RDI Field View® enhances field operations by utilizing a versatile application that guides sales teams to identify and capitalize on the most significant opportunities within each store they visit. This platform produces daily alerts at the store level, complete with root-cause analysis, empowering teams to concentrate on maximizing on-shelf availability and executing promotions effectively. Our dedicated team of data scientists and software developers collaborates intimately with experts from the Consumer Packaged Goods (CPG) sector. We pride ourselves on being more than just skilled generalists; we possess a deep understanding of the challenges brands encounter in their often complex relationships with retailers, which is reflected in our innovative solutions. Our insights can be acted upon by various departments within the organization, including Field Sales teams, Key Account Managers, and Customer Marketing teams. Recognizing the significance of partnering with a solution provider, we provide a brief 'Proof of Concept' phase, enabling businesses to develop a solid case for engaging our team of specialists. By implementing this approach, we aim to foster a collaborative environment that drives results and strengthens partnerships.

Pobuca Sales is a mobile solution designed for field sales automation, tailored for sales representatives and merchandising auditors, allowing them to maximize daily sales, streamline merchandising tasks, and enhance overall productivity. It effectively synchronizes all sales and order data with your ERP and accounting systems, significantly reducing paperwork and associated costs. This integration provides you with a comprehensive view of your customers at any time and place, offering real-time insights for informed decision-making. With Pobuca Sales, sales representatives can efficiently manage their daily responsibilities, boost their performance, and drive increased sales, as it is accessible on mobile devices like phones or tablets. You can efficiently place optimal orders in minimal time, select the products your customers desire, introduce new items, and broaden your customer base. Additionally, it allows you to monitor key performance indicators through reports and dashboards that not only track your daily activities but also assist in strategy development while delivering a holistic view of customer interactions. By utilizing this tool, your sales team's effectiveness can reach new heights, paving the way for sustained growth and success.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

Maximize the performance of your sales team effortlessly with Twib, where tasks can be accomplished with a single click. To learn more about boosting your revenue, check out the video. You can effectively monitor time spent at various locations and track employee whereabouts using GPS features, including check-ins accompanied by images. Gain complete visibility and management over sales expenses, while efficiently recording representatives' journeys and the distances they cover. Employees can simply enable location services within the app, allowing their movements to be logged automatically. Twib, a GPS sales tracking application, helps the organization calculate the total kilometers driven by each employee, in addition to mapping their routes and marking starting and ending points. Remember, both internet access and device location must be enabled for optimal functionality. This GPS-enabled app will not only display all routes taken by employees but also enhance operational efficiency across the board. With these insights, companies can make informed decisions to streamline their sales processes.

A cloud-based solution for optimizing vehicle routes in real-time and facilitating smart appointment scheduling is available. This service can be utilized for on-demand delivery operations, taxi services, field workforce management, and more, allowing you to provide your clients with appointment slots that maximize route efficiency. It helps in effectively managing the capacity of home-delivery networks and is accessible via a RESTful JSON web service. Additionally, there is a desktop application designed for non-real-time vehicle routing along with territory mapping and management features. Users can create daily delivery routes, review them, and print reports for easy reference. The application also enables visualization of customer locations on a map, assisting in the design and management of sales territories. All information is conveniently stored in a user-friendly Excel spreadsheet format and is compatible with Windows, Mac, and Linux operating systems. For those who prefer a more technical approach, there is a command line interface for ODL Studio, making it straightforward to integrate with existing backend systems. You can automate the generation of your daily routes (such as through Linux Cron) and transfer data between ODL Studio and your order processing system using simple text or Excel files. The entire system operates seamlessly on both Linux and Windows servers, ensuring flexible deployment options. This comprehensive platform not only enhances operational efficiency but also improves customer satisfaction through timely and well-organized deliveries.

Crescendo is a mobile sales tool and presentation tool that can be used by sales teams, marketing and sales managers, and anyone else who needs reliable access to up-to-date content on their mobile devices, offline or online. Crescendo can directly access content on Sharepoint and Google Drive, Salesforce.com Box.com and OneDrive. This ensures that you never need to migrate documents from other security-approved platforms. Anyone can create stunning visual customizations without any technical background. Crescendo transforms files and folders into branded, elegant presentation resources for iPad, iPhone, or any other Web device. You can start your teams of 10 to 500 people in minutes.

Quickr Biz software was created to streamline business operations and enhance workflow accuracy. This innovative platform was conceived by a team of talented IIT and IIM graduates who collectively bring three decades of expertise in ERP software development. The Quickr Team provides an overview of employees' locations in real-time through a unified dashboard, allowing companies to see critical statistics such as attendance, punctuality, and instances of absence. Given that many sales personnel operate in the field, they often do not need to report to the office daily or during morning hours. Companies frequently lack insights into the start and end times of their sales staff's workdays. However, sales representatives are able to log their attendance for both morning and evening shifts using a mobile app. This feature enables companies to monitor the exact locations from which sales personnel check in while they are out in the field. Consequently, the attendance data not only provides visibility into the total hours worked by sales representatives but also measures their overall productivity effectively. This comprehensive approach fosters a more efficient management of workforce dynamics.

Outfield simplifies the process of gaining valuable insights into your market, monitoring and validating team performance, and facilitating seamless communication across all your devices. For instance, an Inc 500 company effectively utilizes Outfield to oversee visits and boost sales. Many businesses often make sales decisions without adequate market information; however, you don't need to be part of that trend. Outfield empowers you to identify essential trends within your market sectors, allowing for more informed business choices—ranging from shelf compliance and sales strategies to regional pricing. With all your team's geo-tagged visits, meetings, images, notes, and reports readily accessible, you can confidently ensure that your field representatives are performing effectively. Moreover, the platform allows for immediate and efficient feedback, significantly enhancing the likelihood of achieving set objectives for your team. By leveraging these tools, you can create a more data-driven approach to sales and team management.